New Clients

 

Step 1

Schedule an appointment

 

Step 2   

Meet with an Account Manager

 

Step 3

Provide additional information, as needed

 

How to Enroll

HOW THE SYSTEM WORKS

Once an individual contracts with CEPS for payee services, Social Security will then begin sending the client's funds to CEPS. From then on, CEPS primary responsibility will be to see that those funds are disbursed in the best interests of the client. This means that CEPS will be responsible for seeing that the fundamental living expense items such as rent, groceries, and other basic needs are paid on time and to the proper persons. This arrangement minimizes opportunities for the misuse or misappropriation of the funds which are intended for the benefit of the client.

 

AT FEES YOU CAN AFFORD

CEPS can often save you more than the cost of paying your bills. So why not sign up with CEPS today? You can reduce your worry and have professional money management services at the same time.

 

INTAKE FORMS

From Chrome, select one of the office locations below to download an intake form in PDF format.

Downtown Sacramento

Modesto 

Sacramento

 

WHAT TO BRING TO YOUR MEETING

Please bring the following items to your first meeting with your Account Manager:

  • Identification
  • Social Security card
  • Medi-Cal card
  • Medicare card
  • Social Security Information
  • Other income information
  • Current bills (utilities, credit cards, fines, etc.)
  • Rental Agreement