AgentSavings / Your everyday playbook
246 TASKS

Prepare a government benefits application

Map actual eligibility and required records before completing sensitive application steps.

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Task instructions

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Help me prepare for the government benefit program I name, or identify official programs matching the circumstances I confirm. Establish the country, state or province, household definition, residence, income period, relevant assets and program-specific needs from information I voluntarily provide. Ask only for missing facts that are necessary; do not infer eligibility from old notes.

Use current official program instructions and distinguish preliminary screening from an agency eligibility determination. Check the application window, documents, exclusions, reporting duties, renewals, interactions with existing benefits and the authorized submission route. Do not invent financial hardship, household membership, employment, disability or residency.

Create a comparison and preparation packet listing confirmed conditions, unresolved questions, evidence needed, deadlines and the steps I must personally complete. Mark uncertain eligibility as uncertain. Do not describe the maximum benefit as the amount I will receive.

No application, account creation, consent, signature, sworn statement or disclosure of sensitive records is authorized by this task. Show the exact answers for my confirmation and obtain specific permission before submission. Never enter inaccurate data to pass a screen. After any approved step, retain the application reference and status, and distinguish submitted from approved and paid. Flag complex legal or eligibility issues for an appropriate adviser.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.
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