Forms and Guides

Register with our services in just a few simple steps.


Online Intake form for for new clients

Fill out our online intake form. Getting started with a Payee Service has never been easier!

Payee Intake Form

SSA-787 Statement of Capability

Changing from a previous RPS? We will need a completed SSA-787. Click

Download SSA-787


For more information or if you have any questions contact us directly.