MONEY MANAGEMENT

SERVICES

The purpose of Creative Minds Money Management Services is to provide individualized, reliable and accurate money management services for individuals with intellectual disabilities based upon each person's needs and abilities

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

  • Receiving the participant’s income checks from SSA or other sources

  • Establishing and maintaining bank accounts for each participant

  • Budgeting instruction and debt reduction planning

  • Managing financial resources

  • Paying recurring monthly bills

  • Disbursing excess funds in partnership with the participant and their support team –family, conservator, Service Coordinator, etc.

  • Creating monthly income and expense reports for the participant, their support team, and Service Coordinator

  • Reporting changes to SSA, advocating for participant at SSA appointments and reviews

  • Negotiating reductions in over-payments to SSA

  • Individualized Money Management Services based on participant’s needs

© 2018 Creative Minds ADP