What is required to get started?

The following forms and documents are required to get started.

New Client Application
Best Payments Service Agreement
Certified Guardianship Agreement (with raised seal)
Picture ID
Copy of Birth Certificate (if possible)
Copy of Social Security Card (if possible)

Once your application has been approved by the Social Security Administration, you will receive a welcome pack from Best Payments. 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.

Your application will be processed within 2 business days from when we receive the completed, signed application and required documentation. The next step is for you to provide Best Payments with a copy of your lease and monthly bills. We ask that you complete the Intake Budget Worksheet (found above) and return it to Best Payments. This will allow us to create a budget specific to your needs.