Forms
 
Following are all of the forms available on this site grouped by Payee Services, Bill Paying Service, Co-EmployER and Co-EmployEE.
Representative Payee Services (Alta Regional Center)
Form Description
P & I Policy Understanding our proceducers for payments so that checks that are due, are payed in a timely fashion.
Record of Consumer P&I Funds at Facility This form is used by board & care providers to track the funds they are holding for their consumers.
Board and Care Intake Packet
This file contains all of the required Board & Care forms.

ATTENTION!! In addition to these documents, you must include an ADMISSION AGREEMENT.


IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.

*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office.  TMS will not bill for payee fees until a benefit is received by our agency. 


Independent Living Intake Packet


This file contains all of the required Independent Living forms.

IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.

*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office.  TMS will not bill for payee fees until a benefit is received by our agency.



 

Independent Living Budget Form  Independent Living Budget Form
Independent Living Debit Card Info & Enrollment Form
TMS offers Debit Cards as an alternative to physical checks for Independent Living consumer's personal spending and/or food money.
Change in Living Arrangement Forms These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
Consumer Wage Notification Form This file contains the Consumer Wage Notification Form.
Representative Payee Services (Redwood Coast Regional Center)
Form Description
Record of Consumer P&I Funds at Facility
This form is used by board & care providers to track the funds they are holding for their consumers.
P & I Policy Understanding our procedures for payments so that checks that are due, are payed in a timely fashion.
Board and Care Intake Packet
This file contains all of the required Board & Care forms.
Independent Living Intake Packet  This file contains all of the required Independent Living forms.
Change in Living Arrangement Forms
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
Consumer Wage Notification Form
This file contains the Consumer Wage Notification Form.
Independent Living Budget Form
 
Representative Payee Services (Valley Mountain Regional Center)
Form Description
Record of Consumer P&I Funds at Facility
This form is used by board & care providers to track the funds they are holding for their consumers.
P & I Policy
Understanding our procedures for payments so that checks that are due, are payed in a timely fashion.
Board and Care Intake Packet
This file contains all of the required Board & Care forms.

ATTENTION!! In addition to these documents, you must complete a client trust packet found on the VMRC P Drive. This document needs to be signed and approved and must accompany these forms.


Independent Living Intake Packet
This file contains all of the required Independent Living forms.

ATTENTION!! In addition to these documents, you must complete a client trust packet found on the VMRC P Drive. This document needs to be signed and approved and must accompany these forms.


VMRC Trust Disbursement Request
This form is used to request Bill Paying Services.
Change in Living Arrangement Forms
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
Consumer Wage Notification Form
This file contains the Consumer Wage Notification Form.
Independent Living Budget Form
Independent Living Budget Form
Representative Payee Services (Tri-Counties Regional Center)
Form Description
Record of Consumer P&I Funds at Facility
This form is used by board & care providers to track the funds they are holding for their consumers.
P & I Policy Understanding our procedures for payments so that checks that are due, are payed in a timely fashion.
Board and Care Intake Packet
This file contains all of the required Board & Care forms.
Independent Living Intake Packet
This file contains all of the required Independent Living forms.
Change in Living Arrangement Forms
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
Person Served Wage Notification Form
 This file contains the Person Served Wage Notification Form.
Payee Check Disbursement Request Form
This file contains the Payee Check Disbursement Request Form.
Burial Account Information Form
This file contains the Burial Account Information Form.
Independent Living Budget Form
 
Representative Payee Services (Harbor Regional Center)
Form Description
P & I Policy Understanding our procedures for payments so that checks that are due, are payed in a timely fashion.
Record of Consumer P&I Funds at Facility
This form is used by board & care providers to track the funds they are holding for their consumers.
Board and Care Intake Packet
This file contains all of the required Board & Care forms.

IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.

*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office.  TMS will not bill for payee fees until a benefit is received by our agency. 

Independent Living Intake Packet
This file contains all of the required Independent Living forms.

IT IS THE POLICY OF TMS to only provide representative payee services to consumers with a POS from one of the 5 Regional Centers we serve.

*Please send a Purchase of Service (POS) to your Accounting Department for the payee fee when you mail the Payee Packet to our office.  TMS will not bill for payee fees until a benefit is received by our agency.


HRC Trust Disbursement Request
This form is used to request Bill Paying Services.
Change in Living Arrangement Forms
These forms are used to inform Trust Management Services, Inc. of a change in living arrangement.
Consumer Wage Notification Form
This file contains the Consumer Wage Notification Form.
Independent Living Budget Form
 
Self-Directed Services
Form Description
Self-Determination Services Intake Packet
This file contains Self-Directed Services Intake Forms.
TSM Check Request Form
This form is used to request Bill Paying Services
Bill Pay Change Sheet
The form is used to request a change of contact information.
Mileage Form
This form is used to track mileage.
IRS W-9
Timesheet
TSM Informational Flyer
TSM Informational Flyer