THE PROCESS...

We collect signatures on the documents needed and submit those to Social security along with our Application. They will review and appoint us as the payee. At that point we wait to receive funds from them. They are electronically direct deposited to our "collective account". This process can take one to two months, depending on the circumstances. 

When we receive the funds we contact the client and/or their support person and set up a budget. We will require, in advance if possible, that you change your "billing address" on your bills to our address so we can receive them and pay them timely. Our name is not required to be on the bill. After the bills are reviewed, we can discuss the food/pni (personal needs & incidentals) allowance and how often that should be disbursed. 

If there are any issues or reports that social Security has, we act as liaison with them, in fact you'll find that if you have a payee and go into social security, they will tell you to talk to your payee. We, as payee's, receive copies of the letters that they issue in regards to your benefits so we know what is happening. 

Our goal  is to help the client be more independent. Working is encouraged. You can work while receiving SSA or SSI benefits although there are limits that have to be monitored. We do request that you send us copies of your pay stubs so we can track and report them to Social Security. The wages you earn should be discussed and decided whether or not they will need to be sent to us to help pay bills or if they can be kept. 

If after the bills are paid and all is said and done, if there is extra monies, we do like to save for those special occasions for example birthdays, holidays, vacations, summer clothes, winter clothes etc. There is more to life then bills and we try to keep that in mind with the clients and just remind them of their special goals.  

The clients and families can rest assure that their bills are paid promptly and their needs are being met. We try to have an honest rapport with the clients and while keeping within the rules and guild lines of Social Security help keep them stable.