| Brokers - Resources specifically for Support Brokers |
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| 1. |
A - 2008 IFP/Voucher Combo 11-12-2008 - This fill-in-the-blank Excel file creates the IFP and vouchers all from one file. Download and save to your computer for each consumer to save time when updating documents. This file contains the updated contracted services and provider information. This file includes UCP Respite Program as a provider.
click
to download |
 |
| 2. |
Contracted Services Update 1-1-2008 - This file contains the contracted services as of 1-1-2008 and should be used to update your IFP/Voucher Combo files for each consumer.
click
to download |
|
| 3. |
EER-VOUCHER COMBO - Combo form to be used for Execptional Expense Requests.
click
to download |
|
| 4. |
Provider Update 11-12-2008 - This file contains the updated provider list as of 11/12/2008, which includes UCP Respite Program as a provider, and should be used to update your IFP/Voucher Combo files for each consumer as necessary.
click
to download |
|
| 5. |
Quarterly Report Explanation - Guardians - Explanation of the quarterly financial statements that are mailed to the guardians.
click
to download |
|
| 6. |
Reports Explained - Explanation of Reports
click
to download |
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| 7. |
Required Paperwork for Support Brokers - Explanation of required paperwork
click
to download |
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| Rep Payee Documents |
|
| 1. |
Brochure - Rep Payee Brochure
click
to download |
|
| 2. |
Client Budget Summary - Budget form
click
to download |
|
| 3. |
Client Data Change Form - To be used for any client changes and emailed to FA Rep.
click
to download |
|
| 4. |
Client Intake Form - To be used for new rep payee clients
click
to download |
|
| 5. |
Client Intake Form Instructions - Instructions for filling out the Intake Form.
click
to download |
|
| 6. |
Client Personal Spending Log - To be used for personal spending & petty cash
click
to download |
|
| 7. |
Client Personal Spending Log Instructions - Instructions on how to fill out the personal spending log
click
to download |
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| 8. |
Rep Payee Responsibilities - Chart of responsibilities
click
to download |
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| 9. |
Transition Checklist - Checklist of Agency tasks for transition
click
to download |
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| 10. |
Transition FAQs - Frequently asked questions for rep payee transition process
click
to download |
|
| 11. |
Transition Timeline - Timeline overview for rep payee transition
click
to download |
|
| Vouchers - Voucher forms and descriptions |
|
| 1. |
A - 2008 IFP/Voucher Combo 11-12-2008 - This fill-in-the-blank Excel file creates the IFP and vouchers all from one file. Download and save to your computer for each consumer to save time when updating documents. This file contains the updated contracted services and provider information. This file includes UCP Respite Program as a provider.
click
to download |
|
| 2. |
Contracted Services Update 1-1-2008 - This file contains the contracted services as of 1-1-2008 and should be used to update your IFP/Voucher Combo files for each consumer.
click
to download |
|
| 3. |
EER-VOUCHER COMBO - Combo form to be used for Execptional Expense Requests.
click
to download |
|
| 4. |
IFP & EER Vouchers Explained - Description and Instructions for IFP and EER Vouchers
click
to download |
|
| 5. |
Provider Update 11-12-2008 - This file contains the updated provider list as of 11/12/2008, which includes UCP Respite Program as a provider, and should be used to update your IFP/Voucher Combo files for each consumer as necessary.
click
to download |
|
| X - Employer Agent Documents - Documents needed to establish FA as Employer Agent. |
|
| 1. |
2007-2008 Employer Agent Timesheet Deadlines - Dates timesheets must be received by Fiscal Assistance for each pay period.
click
to download |
|
| 2. |
Address Change Form - Use for address changes
click
to download |
|
| 3. |
Background Information Disclosure - Form & Instructions on obtaining Background Information Disclosure information
click
to download |
|
| 4. |
Checklist of Support Forms - Support Form Checklist.
click
to download |
|
| 5. |
Direct Deposit Form for Employer Agent Employees - Use this form if you would like to have your paychecks deposited directly to your bank account. Please make sure to include a voided check when you send the form to Fiscal Assistance.
click
to download |
|
| 6. |
Employee Change in Status Form - Use to change an employee's status.
click
to download |
|
| 7. |
Employee Forms Instructions - Instructions for filling out Employee Forms.
click
to download |
|
| 8. |
Employee or Independent Contractor? - This form should be used to determine if a person is an employee or an Independent Contractor.
click
to download |
|
| 9. |
Employee Questionnaire - Questionnaire to be used for employees.
click
to download |
|
| 10. |
Employer Agent Agreement Completion Instructions - Instructions for completing the Employer Agent Agreement
click
to download |
|
| 11. |
EMPLOYER AGENT INTERACTIVE AGREEMENT 10-1-2008 - A fill-in-the-blank form that not only does the math FOR you, but also creates the SDS Voucher! Use for 10/1/2008 forward.
click
to download |
|
| 12. |
Employment Application - Employment Application to be completed by new employees.
click
to download |
|
| 13. |
Form I-9 - Immigration and Naturalization - Required form to be filled out by all employees.
click
to download |
|
| 14. |
Form W-4 - Federal Withholding Tax - Required form to be filled out by all employees - 2008.
click
to download |
|
| 15. |
Form W-5 - Earned Income Credit - Earned Income Credit Form - 2008
click
to download |
|
| 16. |
Form WT-4 - State Tax Withholding - A required form for all employees.
click
to download |
|
| 17. |
Forms Checklist - Checklist for Employer forms to be completed.
click
to download |
|
| 18. |
Getting Started in the Employer Agent Program - Information on what is needed to get started using FA as an Employer Agent.
click
to download |
|
| 19. |
Home Care Consumer Notice - Home Care Consumer Notice
click
to download |
|
| 20. |
New Employee Docs Packet - All the documents required for a new employee.
click
to download |
|
| 21. |
Paperwork Tips - Tips on what is needed to use FA as an Employer Agent
click
to download |
|
| 22. |
Reference Checklist - Checklist to be used when checking employee references.
click
to download |
|
| 23. |
Resignation Notice - Form to be used when an employee resigns.
click
to download |
|
| 24. |
Timesheet - Employer Agent - Bi-Weekly Timesheets to be used by employees under the Employer Agent program.
click
to download |
|
| 25. |
Travel Reimbursement Form - Form to be used for travel reimbursement.
click
to download |
|
| 26. |
Worker's Comp Insurance Application - Application to be completed to apply for Worker's Compensation Insurance.
click
to download |
|
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