Benefits Planning Forms & Documents

Benefits Planning Resources

• Benefits Planning Desk Reference for DORS Counselors & Fee-for-Service Providers (RS-1n)
• Benefits Planning Fee-for-Service FAQs
• Referral for Benefits Planning Services (RS-1h)
• Benefits Planning for SSI/SSDI Beneficiaries Fact Sheet (RS-1k) (LARGE print)
• Billing for Travel Time for DORS-Approved Benefits Planning Providers
  
• SSA Form SSA-3288: Consent for Release of Information​
  

Benefits Counselor Application Documents

DORS approves qualified benefits counselors to provide services to consumers through a fee-for-service model. To obtain approval as a benefits counseling vendor, applicants are required to have completed a training course before submitting the documents below.

• DORS Provider/Vendor Application
• DORS Benefits Counselor Application – Addendum
• DORS Ethical Standards Agreement for Benefits Planning Vendors
• DORS Ethical Standards Agreement Signature