Services

Representative Payee Services

Support Management Services has been granted the right to offer Representative Payee Services from the Social Security Administration. These services are designed to promote successful independent living. These services include the following: 

• ​​Collecting SSI or SSDI  income.
• Bill paying.
• Reconciling bank statements.
• Budgeting and cash flow management.
• Preparing annual SSA accounting and tax return preparation.
• Coordination of outside services, including referrals to other service providers.
• Negotiation with creditors to reduce debt.
• Tracking income and expenses for budgeting and tax deduction reporting.
• Providing user-friendly financial reports.
• Interfacing with support team including family and other professionals.
• Capturing all important personal information (financial, legal, insurance, credit cards, investments) -and ensure this data is readily available when needed.
• SMS is authorized by the Social Security Agency to charge a fee for this service.

​SMS does not provide any case management services with regards to addiction and mental health. These must be obtained through an outside provider. SMS requires all clients to keep active case management to assist with maintaining disability services.

If you are interested in enrolling in this program, please complete the Client Intake Form. Case Managers/Social Workers will need to fill out the Care Worker Referral Worksheet. All clients enrolled in the Representative Payee Services will need to complete the Client Funds Document,  SSA-6164 Advance Notification Form and SSA-787 Physician Statement.  Physicians statements must be less than 90 days old and are now necessary for payee changes.

All completed forms can be faxed to 1-866-214-3062​.

You can also mail the completed forms to

Support Management Solutions​
P.O. Box 17952
Ft. Mitchell, KY 41017-0952​​​

Managed Asset Services

Are you or a loved one having difficulty managing your finances due to age or medical/mental illness? This program is tailored for your needs to maintain your independence. As your representative, we can provide the following. 

• ​Bill paying
• Reconciling bank statements
• Budgeting and cash flow management
• Review and reconcile credit card statements
• Negotiate with creditors to reduce debt
• Track income and expenses for budgeting and tax deduction reporting
• Provide user-friendly financial reports and organizing information for tax preparation
• Identification and referral to additional social services as needed.
• Interface with other professionals including your CPA, financial advisor and attorney
• Review and analyze credit reports

If you are interested in enrolling in this program, please complete the Asset Protection Form​​.​​ ​​

C​ase Managers/Social Workers will need to fill out the Care Worker Referral Worksheet.

Clients will also need to complete the Client Funds Document.

​​​​All completed forms can be faxed to 1-866-214-3062​ or you can mail the forms to:

P.O. Box 17952
Ft. Mitchell, KY 41017-0952​​​

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Financial Coaching

As your Financial Coach, we can provide the following services to assist you in taking control of your financial needs.

• ​Reconciling bank statements
• Budgeting and cash flow management
• Review and reconcile credit card statements
• Negotiate with creditors to reduce debt
• Track income and expenses for budgeting and tax deduction reporting
• Provide user-friendly financial reports
• Assistance with organizing information for tax return preparation
• Interface with other professionals including your CPA, financial advisor and attorney
• Review and analyze credit reports

​​​To inquire about our financial coaching process, contact us at (859) 653-4803
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