Dollars & Good Sense: GSI Offers Financial Expertise

Quite often, those we serve require assistance with their personal finances, such as help in organizing or paying their bills. These individuals are referred to GSI's Money Management Program.

The GSI Representative Payee Program offers a solution. We provide a range of expertise to alleviate the worry and stress of managing the finances of a loved one or acquaintance – with no court or legal referral required to do so.

Representative Payee Program

Our Representative Payee Program staff and qualified volunteers truly “know their stuff.” They are fully experienced and vetted in money management, sharing a wealth of knowledge and training in financial technology and processes. Thanks to their invaluable assistance, we are able to provide a workable solution for paying a client’s bills, budgeting for expenses, and getting their financial house in order.

Bill Payer Program

The Bill Payer Program provides one-on-one client assistance for adults 60 and older who are capable of helping others in the management of their finances. The GSI staff member or volunteer meets with the client to create a budget, assist with paying monthly bills, reconcile bank statements, and avoid financial exploitation. If needed, assistance is provided to access all eligible public entitlements.

If you’re responsible for the care and well-being of someone, but simply don’t have the tools or knowledge to navigate that person’s finances and bank accounts, we can help. And you do not need the permission of the courts to ask for our assistance. Simply call us to discuss your situation and establish qualifying parameters.

Representative Payee Eligibility

To qualify, a person’s primary source of income must be a federal government check, such as Social Security or veteran’s benefits. In addition, they must be:

  • A resident of Tarrant County;
  • Age 18 or older;
  • Capable of managing most nonfinancial personal and health care decisions;
  • Willing to agree to have GSI become their Representative Payee;
  • Able to provide medical evidence that a need exists for a Representative Payee.

Like to know more? Call 817-921-0499, email us at mmp@guardianshipservices.org or click the link below.

Contact Us >

FINANCIAL EXPLOITATION PREVENTION CENTER (FEPC)

The mission of the Financial Exploitation Prevention Center (FEPC) is to create a unified network of partners committed to the prevention, protection, and prosecution of financial exploitation of aging and/or disabled adults in Tarrant County.

FEPC is dedicated to connecting aging adults or adults with one or more physical, development, or cognitive disability, their family and caregivers, with needed services, programs and supports to prevent and protect vulnerable adults from financial exploitation.

Visit FEPC Website

Money Management Program Volunteers

Do you have a compassionate heart and personal household financial skills? GSI would like to hear from you!

Bill Payer Volunteer

  • Organizes client's bills
  • Prepares checks for client's signature (no authority to sign checks)
  • Develops a budget with the client
  • Encourages the client to follow the budget

Payee Volunteer

  • Ensures basic needs are being met
  • Assistance in shopping
  • Assist in monitoring receipts
  • Encourages the client to follow the budget

If you have the time and personal financial talents to make a real difference in someone's life, we encourage you to consider volunteering to be either a Bill Payer or Payee volunteer.

Apply To Be a Volunteer

Money Management Resources

ARC of Greater Tarrant County (http://ccntx.org/)
The Arc of Greater Tarrant County advocates on behalf of and in collaboration with people with development disabilities and their families to improve the quality of life and to expand opportunities to participate actively in the community. The ARC can be reached at 817-877-1474.

Center for Medicare and Medicaid Services (www.cms.gov)
CMMS is the federal agency that administers Medicare and Medicaid. The website gives information on controlling health costs, regulations and standards, and how the Affordable Care Act is being administered.

Medicare (www.medicare.gov)
The official U.S. government site for people with Medicare provides the latest information on Medicare enrollment, benefits, and other helpful tools.

Social Security Administration (www.ssa.gov)
SSA is the federal agency that oversees retirement, disability, and survivor benefits, as well as the Medicare program. One is able to apply online for Social Security or Medicare benefits, estimate retirement benefits, download publications, and even discover the most popular baby names on this site.

Texas Medicaid (www.hhsc.state.tx.us/Medicaid)
Texas Medicaid is the state and federal cooperative venture that provides medical coverage to eligible individuals. This site gives information about the various programs under Medicaid and how to apply.