Senior Citizen Scam Defense Workbook — A Clear, Respectful Plan to Stop Common Scams | PDF
Senior Citizen Scam Defense Workbook — A Clear, Respectful Plan to Stop Common Scams | PDF
Which of these calls have you gotten?
- A voice that sounds just like your grandchild, saying they're in trouble and need money now.
- "The IRS" or "Medicare" asking you to confirm your numbers.
- A pop-up warning that your computer is infected, with a number to call.
- Someone asking you to pay with gift cards, a wire transfer or crypto.
- A caller telling you, "Don't tell anyone about this."
Scammers follow the same scripts again and again, and they're getting harder to spot. AI voice cloning can make a fake relative sound real. Caller ID can be faked. Urgency is designed to rush you past your better judgment.
The fix isn't fear. It's a plan.
This 3-page printable workbook gives older adults, and the families who love them, a calm, written game plan:
- 📝 Your Info: trusted contact, family code word, bank fraud line
- 🚩 Common Scams to Recognize: fake grandchild, IRS, tech support, Medicare, sweepstakes
- ⭐ The Golden Rules: four habits that shut down the most common scams
- 📞 Phone Defense: why caller ID can lie, and why hanging up is always okay
- 💻 Computer & Email Defense: links, fake virus pop-ups, updates
- 🏦 Bank & ID Protection: transaction alerts, a free credit freeze, a my Social Security account, a trusted contact on your accounts
- 👨👩👧 Emergency Contacts: who to call first
- 📊 Confidence Check: a quick 1–5 self-rating
- 🆘 If I Was Scammed: bank, FTC, police and FBI IC3, in order, with no shame
What you'll learn
- The scam scripts to recognize instantly
- Why caller ID can't be trusted
- How a family code word beats voice cloning
- Which payment requests are always scams
- How to set up bank alerts and a credit freeze
- Exactly who to call if a scam happens
The one rule worth remembering: "I'll call you back." Then hang up and call a trusted family member. A real emergency can wait 10 minutes. A scam can't.
What you get: a 3-page printable PDF workbook, sized for US Letter and available as an instant download. Print it and fill it in by hand, ideally together as a family. Come back to it whenever your situation changes.
Great Companion Guides
- Phishing Email Detection Cheat Sheet
- Identity Theft Warning Signs Checklist
- Credit Freeze Quick-Start Card
- Catfish Detection Cheat Sheet
- Online Banking Safety Checklist
- Spotting Malicious Apps Cheat Sheet
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