On The Budget - Representative Payee Services

On the Budget is a 501(c)(3) nonprofit organization that provides representative payee services to elderly and people with disability who are unable to manage their Social Security or SSI payments.

 

We work closely with the general public, Assisted Living Facilities, Group Homes, Nursing Homes etc. to identify the people who lack the capacity of financial management and need assistance with bill payments. On The Budget works to assure successful continuity of living arrangements and that their financial affairs are kept in order. We determine beneficiaries’ needs for payment of current and foreseeable living expenses and complete appropriate documentation with the Social Security Administration.

 

We then disburse funds and keep records of all payments received and how they are spent or saved. On the Budget provides communication between beneficiaries and social service agencies or medical facilities to assure accurate financial obligations of the client are met, and complete written reports accounting for the use of funds.
On the Budget performs monthly reconciliations of ledgers and bank records, conducts internal audits of financial and bank records to verify the accuracy and completeness of our records. We then undergo annual audits of your financial and bank records directly with the Social Security Administration.

 

On The Budget is focused on providing high-quality service and client satisfaction.

 

Our Process

  1. Conduct a complete and thorough intake assessment interview with a client and/or authorized representative of the client. This is done to get a clear picture of the needs of the client, their financial picture as it stands and any anticipated changes in the future.
  2. Develop a clear strategy on a bill payment plan that best meets the clients current and anticipated future needs. We then discuss this plan with the client and/or authorized representative and make any modifications necessary based on feedback.
  3. Complete and submit all the necessary paperwork to the Social Security Administration to properly begin the Representative Payee Service for the benefit of the client.
  4. Open the appropriate bank account to handle the bill payment service. Begin and continue to make bill payments for the benefit of the client as laid out in the bill payment plan.
  5. Provide ongoing monitoring of the account to assure accurate financial obligations of the client are met, and complete written reports accounting for the use of funds. Perform monthly reconciliations of ledgers, conduct internal audits of financial and bank records to verify the accuracy and completeness of our records.
  6. Maintain ongoing communication with the client and/or authorized representative.
  7. Review and modify the bill payment plan on an ongoing basis to make sure the the needs of the client is being met based on any changes that occur along the way.
  8. We then undergo annual audits of your financial and bank records directly with the Social Security Administration.

We welcome the opportunity to deliver the best Representative Payee service that meets your needs.

Our company is based on the belief that our customers' needs are of the utmost importance. Our team is committed to meeting those needs.

 

On The Budget is managed by Nadia Fudim and supported by volunteers. Nadia has worked with the elderly and people with disabilities for over 14 years. Her experience working directly with government agencies, assisted living facilities, caretakers and providers to coordinate appropriate support to the aging and people with disability lends itself well to the Representative Payee process.

 

On The Budget


Phone: (971) 227-6294

 

Address: 14845 SW Murray

Scholls Dr., Suite 110, PMB 333
Beaverton, OR 97007

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Business Phone: (971) 227-6294

14845 SW Murray Scholls Dr., Suite 110, PMB 333 Beaverton, OR 97007 US

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