WE ARE A FEE FOR SERVICE, THIS IS SET BY THE SOCIAL SECURITY ADMINISTRATION.

A complete packet must be submitted and completed to the best of your knowledge.

• REFERRAL FORM: Must be completed as much as possible.

• PHYSCIANS STATEMENT SSA 787: This Social Security document is required if there was no previous REP PAYEE.

• ADVANCE NOTIFICATION: This document requires the Beneficiary signature and dated for us to act on the behalf of the client.

• BUDGET: This form should be filled out completely or as much as possible with full addresses for both the rent (landlord) and the client’s address. A breakdown of monthly utility bills may vary month to month, an estimate will suffice. Feel free to add any special comments, this helps us to understand the client’s needs. We do need a copy of their current lease/rent payment.

• SPENDING CHECKS: Can be issued In the following ways. Monthly 1″ OR 3″d. BI-monthly, 1″ or 3d and agaln on the 15% of the month. Weekly, these checks are mailed every Friday dated for every Monday of the month.

• RELOADABLE VISA CARDS: Fee is $3.00 per month comes directly out of your checking account. Transfers can be made in the following ways. Monthly on the 1* or 3. Bi-Monthly on the 1″ or 3d and 15th or Weekly on Mondays. Must sign consent form. (please ask for us for this form if you would like this as an option)

• CHANGES: Our agency must be notified Immediately of deaths, moves, incarceration, hospital admission or committed to state hospitals and missing for any length of time and marital status.

• SPECIAL CHECK REQUESTS: Our agency has a standard form for any additional money that is needed by the client, example Recreation, food, travel. Etc. This form must be filled in completely, make copies and used as needed. Normally there Is a 24 hour turn around (excluding weekend). If a client comes to our office, we provide a drop box in our parking lot after hours and a mail slot for pickup in the front of the building.

• MEETINGS: Since we do not have the case history of the clients we serve, we Insist to have case management present and have a scheduled meeting. Case managers are free to come as needed, hours are Monday thru Thursday 9:00am to 4:00 pm, Friday 9:00 am to 12:00 pm. We are closed 12:00 to 1:00 pm for lunch daily.

• UTILITY BILLS OR OTHER BILLS NEED PAID: When forwarding any bills, the clients name must be on the invoice or bill, these should be forwarded to the Post Office Box, please make sure his or her name is on all utilities not RPS INC

• CONSUMER RESPONSIBILITIES: Computer checks and postage will be automatically deducted from their account, our agency keeps separate accounts not one collective account. If possible, the consumer should pick a bank that is convenient to them, we use PNC or CITIZENS Bank.

Your Prepaid Visa Card that has been set up for you by your payee. Your Visa card can be used to access cash and make purchases everywhere Visa debit cards are accepted. Additional benefits of your Visa card include:

• No more waiting for checks to arrive in the mail
• No more trips to the bank or check-cashing services that charge expensive check-cashing fees
• No fees for getting cash when using Allpoint ATMs or requesting cash back from a purchase

To start using your Visa card:
If your Visa card has not been activated for you by your payee, you may activate it by calling the number on the back of your Visa card. When you call to activate, we’ll ask you to key in your date of birth and Social Security number (SSN). Once activated, reach out to your payee to determine when funds will be added so you can begin making purchases.