Money Management/Payeeship

Through this service, a direct service provider can help a person with managing their personal finances, like writing checks, paying bills, and keeping track of cash, income, or benefits. The service also includes training to assist a person to acquire, retain, or improve those skills.

Tasks Involved:

This service complements the work of other professionals by assisting the completion of day-to-day tasks based on a person’s needs.

Money management can include

bill-paying and preparing checks,
balancing checkbooks, reconciling bank account statements, and maintaining or organizing bank records,
preparing and delivering bank account deposits,
assisting the person with applying for benefits,
assisting the person with maintaining eligibility for benefits,
consulting or making referrals for consultation regarding available benefits,
making referrals as appropriate for establishment of disability accounts,
organizing tax documents and other paperwork,
negotiating with creditors,
deciphering medical insurance papers and verifying proper processing of claims,
providing general organization assistance,
providing referrals to legal, tax, and investment professionals,
notarizing documents,
providing assistance associated with financial tasks when a person relocates,
acting as power-of-attorney or authorized representative when designated by the person,
and being the appointed payee.