Financial Management

Financial Management

REPRESENTATIVE PAYEE PROGRAM

Our Representative Payee Program provides financial management for people with disabilities who are not competent to manage their own funds. By paying bills and ensuring sufficient money to last throughout the month, we protect vulnerable people from being financially exploited and from becoming homeless.

LEGAL CUSTODIAN PROGRAM FOR VETERANS

The Legal Custodians program provides financial management for veterans with disabilities. The program permits The Up Center to become a veteran’s custodian, allowing the agency to manage benefits from the Department of Veterans Affairs if certain conditions are met.

SPECIAL NEEDS TRUST

The Up Center’s Special Needs Trust program enables people with disabilities to receive the greatest possible benefit from financial settlements, financial gifts and other awards of money and assets without jeopardizing any public benefits and services to which they are entitled. People also use the Trust for money management and budgeting purposes.

Contact

Special Needs Trust

Sam Hochberg

Vice President, Adult Services
sam.hochberg@theupcenter.org
(757) 965-8633
Payee Services and Legal Custodianship

Dian Roberts

Adult Services Supervisor
dian.roberts@theupcenter.org
(757) 397-2121 x308

Uplift Lives

    Also designate your United Way contribution to The Up Center

    CVC #05017

Stay Connected

Facebook Email Vimeo

Sign up for our newsletter!