New Client Forms

I have submitted my application and required documentation, now what? 

​The following forms and documents are required to get started.  

• New Client Application
  
• Best Payments Service Agreement 
• Certified Guardianship Agreement (with raised seal)
  
• Picture ID
  
• Copy of Birth Certificate (if possible)
  
• ​Copy of Social Security Card (if possible)
  

Your application will be processed within 2 business days from when we receive the completed, signed application and required documentation.   The next step is for you to provide Best Payments with a copy of your lease and monthly bills.  We ask that you complete the Intake Budget Worksheet (found above) and return it to Best Payments.  This will allow us to create a budget specific to your needs.      

How do I get started?

What is required to get started? 

​Best Payments

Payee Services

The first step is to complete the New Client Application located below along with our Best Payments Service Agreement. Once these forms are received Best Payments then sends in a request to Social Security to be selected as the payee. In the meantime we will work together to build a budget specific to the individual needs, using the Intake Budget Worksheet Form located below.  

Once your application has been approved by the Social Security Administration, you will receive a welcome pack from Best Payments.  The welcome pack contains helpful hints about working with a payee service and forms you may need in the future.  It also contains a copy of your budget.   If you would like to have a meeting to go over your budget, we would be happy to schedule it once we receive notice from Social Security on when the payee services will start.   

(740) 263-7970

Best Payments Services Brochure

Please download our brochure for additional information.