New Client Forms

What is required to get started? 

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.      

I have submitted my application and required documentation, now what? 

How do I get started?

Best Payments Services Brochure


Please download our brochure for additional information.




 

​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.   

​Best Payments

Payee Services


(740) 263-7970

The first step is to complete the New Client Application located below along with our Best Payments Service Agreement. Once these forms are received Best Payments then sends in a request to Social Security to be selected as the payee. In the meantime we will work together to build a budget specific to the individual needs, using the Intake Budget Worksheet Form located below.