Looking for resources to support people with financial decision making? You’ve come to the right place.
We hosted a session at the 2018 Case Management Conference in Corvallis. Download a copy of the slideshow “Who Controls the Money? Understanding the role of Representative Payees & Organizational Payees.”
Resources
Financial plans are a helpful tool to acknowledge how others support a person with their money. Anyone can use a financial plan.
Financial Plan template
Financial Plan PDF: SDS 4121
Need help? Learn more about the PDF software requirements.
Instructions: Financial Plan instructions
When a Representative Payee Manages Your Money
Guide for beneficiaries with a payee.
https://www.ssa.gov/pubs/EN-05-10097.pdf
Learning about being a Representative Payee
- Guide for payees https://www.ssa.gov/pubs/EN-05-10076.pdf
- https://www.ssa.gov/payee/LessonPlan-2005-2.htm#WHATISORG
Guide for Organizational Representative Payees
https://www.ssa.gov/payee/NewGuide/toc.htm
Case management responsibilities for supporting financial decision making
Here’s a document created by people experienced in the field of I/DD services describing things to keep in mind when supporting people with financial decisions.
2018-06-20 Case Management Responsibilities in supporting financial decision making (PDF)