Your application will be processed within 2 business days from when we receive the completed, signed application and required documentation. We will send you The Intake Budget Form and request that you provide a copy of your lease and monthly bills. This will allow us to create a budget specific to your needs.
New Client Pack
Once your application has been approved by the Social Security Administration, you will receive a welcome pack. The welcome pack contains helpful hints about working with a payee service and forms you may need in the future. It also contains a copy of your budget. If you would like to have a meeting to go over your budget we would be happy to schedule it once we receive notice from Social Security on when the payee services will start.
Please download our brochure for additional information.