When your client receives an enhancement, they will be notified directly by our agency. You will not be notified by us. It is the client’s responsibility to sign an updated Notification of Transfer Payment Agency form with the enhanced funding amount. If they do not sign this document, the funding will default to self-directed, which means you will not be able to submit claims against it.

All Notifications of Transfer Payment Agency forms renew automatically at year end, so you will not have to submit new forms for existing clients. We will expect you to submit all claims for the year in a timely fashion.