Forms
* Click link below for Debit Card Request letter
Debit Card Request

 *Click link below for Client ACH Enrollment
Client ACH Enrollment

*Click link below for Landlord ACH Enrollment
Landlord ACH Enrollment

*Click link for Residential Service Provider ACH Enrollment
RSP ACH Enrollment





* The following forms are specific to each Regional Center. 
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.
Client Direct Deposit/EFT Enrollement
Please complete this form for direct deposit into a client's personal checking account.
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
Updated - 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