
Money Management Services include but are not limited to the following:
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Becoming Representative Payee with the Social Security Administration (SSA) or other benefit source where warranted
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Receiving the participant’s income checks from SSA or other sources
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Establishing and maintaining bank accounts for each participant
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Budgeting instruction and debt reduction planning
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Managing financial resources
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Paying recurring monthly bills
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Disbursing excess funds in partnership with the participant and their support team –family, conservator, Service Coordinator, etc.
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Creating monthly income and expense reports for the participant, their support team, and Service Coordinator
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Reporting changes to SSA, advocating for participant at SSA appointments and reviews
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Negotiating reductions in over-payments to SSA
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Individualized Money Management Services based on participant’s needs