Our experienced staff works to help you gain increased financial independence. Payee Services are open to anyone interested in help budgeting, completing necessary reporting, finding and applying for benefits, and more. Give us a call today!
Reliable, Personalized Financial Assistance
Services Include
- Create a viable budget that addresses financial obligations while ensuring day-to-day living needs are met. The budget is reviewed routinely or as life changes occur.
- Maintain accurate, up-to-date records for each client.
- Complete monthly reporting requirements with funders (SS, SSDI, etc.) in a timely manner.
- Assist clients with finding and applying for additional benefits that they may be eligible for (i.e., rent assistance/rebates, energy assistance, food stamps, etc.).
- Negotiate with landlords or other creditors to establish feasible payment arrangements.
- Offer Notary Public services.
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Auditor Review
In their 2012 summary letter, a SSA auditor wrote, “All of the beneficiaries stated they were happy with the services that EPI provides… they felt that they (staff) were receptive to them...”
“The financial review revealed that EPI has a strong accounting system…The services that your organization provides to Social Security and SSI recipients are very important to the community.”