Multnomah Money Management Program
As a part of the Oregon Money Management Program, the mission is to help older adults and people with disabilities with limited resources maintain peace of mind, independence, and protection against fraud and financial exploitation by helping them to better manage their federal finances. We are only able to manage federal Social Security and Veteran Administration benefits. We are not able to manage private pensions or other resources.
Individuals 65 and older with a Case Manager are eligible for our services. Individuals 18 and older are eligible with a Case Manager and a documented disability.
Representative Payee of Social Security Administration (SSA) benefits and/or Fiduciary of Veteran Administration (VA) benefits. We are not able to manage any private funds or resources.
Representative Payee services are available for consumers who do not have the capacity to manage their own federal benefits. Multnomah County staff apply to become the Representative Payee or Fiduciary for the individual. If appointed by the SSA and/or VA our staff will manage day-to-day financial tasks of the individual’s federal benefits to ensure housing, food and medical costs are prioritized and paid on time. This program is limited to providing only money management support for the people we serve.
Make a Referral
Our program uses a secure form to accept referrals. Case Managers can refer their clients for services by completing this form: Oregon Money Management Program Client Referral & Application
APS referrals: please indicate this is an APS referral in the Additional Notes section of the referral when completing this form: Oregon Money Management Program Client Referral & Application
Veteran Field Officers: please email us directly to set-up a meeting to complete the VA paperwork at: firstname.lastname@example.org.
Housing: the SSA form asks us to identify if the individual lives alone (does not share income resources with anyone else) and, when applicable, what type of facility they live in. Please give us as much housing information as possible.
Determination: SSA is under-staffed and taking 3-6 months to make a decision on Representative Payee status. We may ask you to help us gather relevant information to attach to the application to help speed up their decision. Examples include a statement from you or a physician’s statement.
Some firewalls prevent the form from loading and the link appears to be broken. If this is true for you, please contact our office to set-up a phone meeting with us so we can complete the form for you. You will need to provide us comprehensive information about your referral including contact information, date of birth, social security number, demographics, and income information.
Multnomah County Money Management Program