Four simple steps
From first call to ongoing peace of mind — we're with you the whole way.
Reach out or refer
Call us, or have a case manager, family member, or facility make a referral. We listen and answer every question.
Intake & SSA Application
We gather the information needed, complete the required paperwork and submit the representative payee application to Social Security. SSA processing times vary, and our team will guide you through the process and keep you informed as the request moves forward.
We set up the plan
We establish a personalized budget, coordinate accounts and set up the debit card solution that best supports the individual’s needs — at no additional card program cost.
Ongoing management
CSA receives and manages benefits, pays approved expenses, monitors resources, maintains required records and reporting, and helps ensure individuals have appropriate access to their personal spending funds.
Referrals are welcome from anyone
New referrals can be made by case managers, family members, or facilities. The process begins with a simple phone-based intake, and the required paperwork is emailed to you for signatures.
Once approved, CSA receives monthly benefits directly from Social Security into a secure, FDIC-insured account, pays bills on time, and distributes personal spending money on the schedule each individual prefers.
Ready to get started?
One conversation is all it takes. We'll take it from there.