Personal Budget Assistance (PBA)
- Monthly budgeting & spending plans
- Check writing, rent, and bill payment
- Bank reconciliation
- Fiscal record keeping
- Orders for groceries, clothing, medications, and more
- Support for Amazon, DoorDash, and similar orders
- Negotiation of overdue balances
- Reporting for all benefit programs
- Coordination with Support Coordinators (SC), Caseworkers (CW), and families
Additional Services
- SSA Organizational Representative Payee
- Custodial Bank Accounts
- Human Rights Committee
- PEX and FBO PEX Cards for more independent spending
- ABLE/STABLE Accounts
- UPT
- Asset Limit Monitoring and Protection
- Apply for SSDI/SSI
- Irrevocable Burial Plans
- UWIPS Referrals
- Medicaid Reviews
- SSA Reporting
- SNAP Application help
- Programs for help with glasses, hospital beds, internet and medical rides
Because we only provide financial services, no individual will ever owe us money. If they move, their representative payee doesn’t change. Custodial accounts are owned by the individual and accrue all interest on their behalf.
We are also able to meet needs on a very personal level – like peanut butter cups being delivered each week.
After everything is set up, the individual will work with the Personal Budget Assistant for the best way to work together. Beehive State Payee covers the whole state of Utah and uses phone calls, texts, emails, video conferencing and electronic documents as tools to work with the individual, family and staff.
Beehive State Payee 