Enrollment Process: Ensuring Financial Security

Enrolling with CEPS for payee services is a simple and straightforward process. Once you complete the enrollment, social security or the Veterans Administration will start sending your monthly benefits directly to CEPS. Our primary responsibility at CEPS is to
diligently disburse these funds in the best interests of our clients.

We are committed to prioritizing the essential living expenses of our clients. This includes making timely and accurate payments for necessities like rent, groceries, and other fundamental needs. By taking on this responsibility, CEPS minimizes any potential risks of fund misuse or misallocation, ensuring that the resources are solely utilized for the benefit of our clients. Regular and ongoing contact is essential for us to better understand and meet their individual needs.

At CEPS, we recognize the significance of financial security and its profound impact on the lives of our clients. Our enrollment process is designed to establish a reliable and accountable system that safeguards the interests of those we serve. Rest assured, our dedicated team is committed to providing the necessary support and ensuring a secure financial environment for our clients.

Karyn Harrison

INTAKE FORMS

Select one of the locations below to download our intake form.

Sacramento

Modesto

Required Documents for CEPS

When submitting your intake packet to CEPS, please ensure that it includes the following essential documents:

  • Emergency Contact Information
  • Valid Identification (such as a driver’s license, passport, or state ID)
  • Social Security card
  • Medi-Cal card
  • Medicare card
  • Social Security Information (such as your Social Security number and relevant documentation)
  • Documentation of Other Income Sources
  • CEPS Assignment of Beneficiary
  • Current Bills (including utility bills, credit card statements, fines, etc.)
  • Rental Agreement or Lease Agreement
  • Current Photograph (Selfie)

Including these documents will help us efficiently process your intake and provide you with the best possible assistance. If you have any questions or require further clarification on the required documentation, please don’t hesitate to reach out to our team. We are here to support you throughout the process.