Money Management Program

Monthly Visitation Report November 2014

This form is to be completed by the volunteer for each client visit. The form should be mailed (PDF) or emailed (Excel) to the local Program Coordinator each month. Download Electronic BP Monthly Volunteer Report (Excel) Download BP Monthly Volunteer Report (PDF) Read more →

Monitoring Forms November 2014

These forms are used by local Program Coordinators when monitoring Bill Payer or Representative Payee client accounts Download Program Guidelines BP Monitoring Download BP Monthly Monitoring Checklist Download Program Guidelines RP Monitoring Download RP Monitor Checklist Download Sample RP Monitoring Spreadsheet Download RP Monitoring Spreadsheet Read more →

New Volunteer Forms November 2014

The following forms are intended for use by the local Program Coordinators when an indivdual becomes a volunteer for the program. Download Volunteer Application Download Volunteer interview Download Voluntee Program Coordinator Agree Conflict Read more →

New Client Forms November 2014

These forms are intended for use by the Referral Source (Client Referral) and local Program Coordinators when an individual becomes a client of the program. Download Client Referral Download Bill Payer Client Service Agreement Download Client Interview Budget Read more →

Financial Tracking Tools

Two items that can help greatly with helping clients to track their finances are the Payee Ledger and the Monitoring Checklist. The Payee Ledger is used by volunteers to keep track of all the client’s income and bills that are paid. Download Blank Rep Payee Ledger The Monitoring Checklist is... Read more →

Volunteer Reports

These monthly report forms are submitted to the state coordinator by the volunteer. Monthly Stats Report: use this monthly form to report how many clients have been assisted. Download FY14 Monthly Stats Report The Monitor Checklist is submitted for review to ensure that all procedures have been adhered to. Download... Read more →

Money Management Volunteers Matter!

Money Management Program volunteers help low-income, vulnerable older people regain peace of mind and remain independent. Clients are often homebound, disabled, visually impaired or forgetful. For many people help with routine finances means lights stay on, the threat of eviction is removed, and the need to make choices between food... Read more →