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Get Board And Care Intake Packet - Trust Management Services
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How to fill out the Board and Care Intake Packet - Trust Management Services online
This guide provides comprehensive, step-by-step instructions for completing the Board and Care Intake Packet for Trust Management Services online. It aims to assist all users, regardless of their experience with legal documents, in filling out the necessary forms accurately and in a timely manner.
Follow the steps to complete the intake packet effectively.
- Click ‘Get Form’ button to access the form and open it in the designated editor.
- Begin by filling out the Authorization for Payeeship section. Ensure to enter the consumer's name, Social Security Number (SSN), and SSA Claim Number in the top right corner. Use ink when completing this form.
- Continue to the TMS Consent to Exchange Information. Fill in the consumer’s name, SSN, and Date of Birth at the top. Review this form with the consumer, explaining the types of information that might be collected.
- Next, complete the Authorization for Social Security to Obtain Personal Information form. Enter the consumer’s name and SSN on the first line and have the consumer sign the indicated portion.
- Proceed to the TMS Board and Care Intake Form, which consists of four pages requesting biographical information about the consumer. Fill in all areas accurately. If any area does not apply, draw a line through it and write 'N/A'.
- On the third page, indicate how the Personal and Incidental (P&I) money for the consumer should be issued. If applicable, make sure the care home sends copies of the P&I ledger before additional funds are released.
- Review all completed forms thoroughly. Ensure all required signatures are present. Original signatures are needed – faxes will not be accepted.
- Once everything is completed, save your changes, download the forms, print them out, and mail them to the Trust Management Services address provided.
Complete your Board and Care Intake Packet online to ensure a smooth processing of your application.
Each project requires a unique SOW that outlines the specifics of that engagement. That said, almost all SOWs will include seven elements: the Scope of Work, deliverables, time and resources, payment terms, client services, changes, and terms and conditions.
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