- San Jose Office
- Client Line 866-622-3098
- Agency Line 877-707-2933
- 1047 North 4th Street
- San Jose, CA 95112
- Rancho Cordova Office
- Client Line 866-622-3098
- Agency Line 877-707-2933
- 2640 Cordova Lane, Suite 101
- Rancho Cordova, CA 95670
Consulting
We work closely with agency partners to help improve the quality of life for the people we serve.
Other agencies offering Representative Payee services can call on Benefits Management Corp / LIFE to evaluate their existing programs and offer advice.
If you are beginning or ending a representative payee program, looking to increase efficiency and decrease the cost of your current program, or preparing for an audit, Benefits Management Corp / LIFE can help! We will:
- Fully assess your current program
- Identify program strengths and weaknesses
- Assess program compliance with governing agencies such as the Social Security Administration
- Audit your current policies and procedures
- Guide you in structuring and setting up your bank accounts
For more information, contact Ed Doonan. You may reach Ed by phone at: 877-977-2933 x203.
When you use our Consulting Services you can expect:
- A consistent and stable level of service from knowledgeable staff
- Speed and accuracy when assessing needs, making recommendations, and building action plans
- A commitment to providing this service for years to come