New Applicants

Need a rep payee? We are here to help! Print the following intake and budget forms, complete, then email or fax to us. We will contact you upon receipt of application to begin the process of Vested Financial becoming your new rep payee. Don’t have access to a printer? Give us a call at (320) 815-5972 to discuss the application process.

Client Intake Form

Budget Form

Physicians Opinion Form SSA-787

Fax: (855) 370-5730

Email: info@vestedfinancial.org

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