Representative Payee Services

 

° Assess our client's goals.

° Develop a comprehensive financial budget.

° Apply for assistance programs depending on personal needs.

° Teach responsible money management.

° Provide our clients with quarterly statements of fund allocation.  

° Modify budgets as our client's needs change. 

° File appropiate documents with the Social Security Administration (SSA) or county services as

    needed.

° Social Security sets the fee rate for each client.  Fee's range from:  $42.00 /month up to a maximum of 10% of the clients benefits.