Representative Payee Services (Alta Regional Center) |
Form |
Description |
P & I Policy |
Understanding our proceducers for payments so that checks that are due, are payed in a timely fashion. |
Record of Consumer P&I Funds at Facility |
This form is used by board & care providers to track the funds they are holding for their consumers. |
Board and Care Intake Packet
|
This file contains all of the required Board & Care forms.
ATTENTION!! In addition to these documents, you must include an ADMISSION AGREEMENT.
IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.
*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office. TMS will not bill for payee fees until a benefit is received by our agency.
|
Independent Living Intake Packet
|
This file contains all of the required Independent Living forms.
IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.
*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office. TMS will not bill for payee fees until a benefit is received by our agency.
|
Independent Living Budget Form |
Independent Living Budget Form
|
Independent Living Debit Card Info & Enrollment Form
|
TMS offers Debit Cards as an alternative to physical checks for Independent Living consumer's personal spending and/or food money.
|
Change in Living Arrangement Forms |
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement. |
Consumer Wage Notification Form |
This file contains the Consumer Wage Notification Form. |
Client Direct Deposit/EFT Enrollement
|
Please complete this form for direct deposit into a client's personal checking account.
|
Representative Payee Services (Valley Mountain Regional Center) |
Form |
Description |
Record of Consumer P&I Funds at Facility
|
This form is used by board & care providers to track the funds they are holding for their consumers.
|
P & I Policy
|
Understanding our procedures for payments so that checks that are due, are payed in a timely fashion.
|
Board and Care Intake Packet
|
This file contains all of the required Board & Care forms.
ATTENTION!! In addition to these documents, you must complete a client trust packet found on the VMRC P Drive. This document needs to be signed and approved and must accompany these forms.
|
Independent Living Intake Packet
|
This file contains all of the required Independent Living forms.
ATTENTION!! In addition to these documents, you must complete a client trust packet found on the VMRC P Drive. This document needs to be signed and approved and must accompany these forms.
|
VMRC Trust Disbursement Request
|
This form is used to request Bill Paying Services.
|
Change in Living Arrangement Forms
|
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
|
Consumer Wage Notification Form
|
This file contains the Consumer Wage Notification Form.
|
Independent Living Budget Form
|
Independent Living Budget Form
|
Representative Payee Services (Harbor Regional Center) |
Form |
Description |
P & I Policy |
Understanding our procedures for payments so that checks that are due, are payed in a timely fashion. |
Record of Consumer P&I Funds at Facility
|
This form is used by board & care providers to track the funds they are holding for their consumers.
|
Board and Care Intake Packet
|
This file contains all of the required Board & Care forms.
IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.
*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office. TMS will not bill for payee fees until a benefit is received by our agency.
|
Independent Living Intake Packet
|
This file contains all of the required Independent Living forms.
IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.
*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office. TMS will not bill for payee fees until a benefit is received by our agency.
|
HRC Trust Disbursement Request
|
This form is used to request Bill Paying Services.
|
Change in Living Arrangement Forms
|
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
|
Consumer Wage Notification Form
|
This file contains the Consumer Wage Notification Form.
|
Independent Living Budget Form
|
|