Payee Services
Our payee services help adults with developmental disabilities manage their money, benefits & bills with care and accountability. We work closely with individuals, families, and community agencies to ensure financial stability and peace of mind.
Financial Support You Can Count On
Helping individuals maintain stability & independence
Managing finances can be challenging for individuals with disabilities and their families. That’s why our payee services provide court-appointed financial oversight, helping clients stay current on rent, utilities, and personal needs. Our experienced team ensures all funds are handled responsibly while supporting each individual’s dignity and quality of life.

What Our Payee Services Include
Comprehensive financial management for daily living
Benefit Management
Receiving Social Security or disability income on behalf of the individual and ensuring it is used appropriately.
Budgeting & Bill Payment
Creating personalized budgets, paying monthly bills & setting aside funds for personal spending and savings.
Compliance & Reporting
Maintaining compliance with Job and Family Services, Social Security, and other agencies to protect benefits.
Regular Communication
Keeping individuals and their support teams informed with regular updates and clear records of transactions.
Experienced Team
Our staff is trained to handle sensitive financial tasks with integrity and attention to detail.
Payee Services FAQ
What families & caregivers often ask
What are payee services?
Payee services provide financial management for individuals who cannot manage their money on their own. As a representative payee, we receive benefits like Social Security income on behalf of the individual and use those funds to pay for essential expenses such as housing, food, utilities, and personal needs. This service ensures financial stability and helps prevent misuse of funds.
Who qualifies for payee services?
Payee services are typically for adults with developmental or intellectual disabilities who require assistance managing their finances. In most cases, a court or the Social Security Administration appoints a representative payee when someone is determined unable to handle their own money. This service is available to anyone whom the courts have deemed it necessary to have a representative payee. We work closely with families, case managers, and agencies to confirm eligibility and coordinate care that meets each person’s unique needs.
Can you help with budgeting for personal spending?
Yes. Our team creates individualized budgets that ensure bills and essential expenses are paid first. We also set aside money for personal spending, helping clients maintain independence and enjoy life while keeping their finances secure.
Do you only manage Social Security benefits?
While Social Security and disability benefits are the most common, we can also manage other income streams as needed. Our team ensures that all financial activity aligns with agency requirements and supports the individual’s best interests.
How do I set up payee services for my loved one?
Getting started often involves coordination with your local Social Security office or County Board of Developmental Disabilities. Families and caregivers can also reach out to us directly for guidance. We’ll walk you through the process and help determine if payee services are appropriate.