Activity Overview
Managing finances at a bank can be challenging for individuals with aphasia. Banking involves complex vocabulary, sensitive conversations, and completing forms. This guide provides communication strategies and preparation tools to help people with aphasia navigate banking tasks confidently.
Goal
Support individuals with aphasia and their families in completing bank-related tasks with clarity and reduced stress.
What to Expect
- Prepare Documents → Visit or Call the Bank → Speak to a Teller or Banker → Complete Transaction → Get Confirmation or Receipt
- Activities may include depositing checks, withdrawing cash, transferring funds, or asking account questions.
- Can take place in person, at an ATM, online, or by phone.
Preparation Tips
- Bring:
- Bank card, photo ID
- Checkbook or account info
- Written summary or bullet points about what you need to do
- Write down questions in advance
- If possible, schedule a bank appointment at a quiet time
- Bring someone for support if needed
Communication Supports
- Use communication cards or pre-written messages:
- “I have aphasia. I need help with a deposit.”
- “Can you write down the balance for me?”
- Have a card that shows numbers or use your phone. Numbers can be challenging for persons with aphasia.
- Use yes/no questions to clarify:
- “Is there a fee for this? Yes or No?”
- Point to what you want on a form or ATM screen
- Use large-font or picture-supported bank statements (if available)
Support for Family & Care Partners
- Help practice banking steps or script conversations
- Stand back when possible to encourage independence
- Be ready to help explain or clarify when needed
- Make sure key terms are written down and reviewed
Real-Life Examples
“Numbers … hard but I know. Just write or point and be patient. Please.” — Rosa, person with aphasia
“My father uses sticky notes with keywords when we visit the bank. It keeps things organized.” — Malik, Care Partner
