Money Management Counselors Announcement and Resource Center
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)
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
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
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
Two items that can help greatly with helping clients to track their finances are thePayee Ledger and the Monitoring Checklist.
These monthly report forms are submitted to the state coordinator by the volunteer.
Money Management Program volunteers help low-income, vulnerable older people regain peace of mind and remain independent.