Getting Started


Complete and return by mail or fax our New Client Information Packet. For your convenience we are happy to help you complete your new client information packet by telephone.


Once we receive, review and approve your New Client Information packet we will promptly submit it with our application to Social Security requesting to be selected as your payee. We will contact you when this is done so you can follow up with Social Security to confirm choosing our services and sign any required forms.


Once we verify your benefits have been received by our office we will contact you to confirm your information, review your budget and answer any questions you may have. Your personal spending will be released and bills received will be paid by our office according to your personalized budget.

For More Information

For more information on how our office works for you, please visit our Client Services page and our Frequently Asked Questions.

We consider it a privilege to serve as your Representative Payee and look forward to getting to know you.

PO Box 1610
Roseburg, OR 97470

Roseburg Office:  (541) 679-5318
Medford Office:  (541) 500-1593

Fax:  (888) 817-4751
Email: [email protected]