3.

Arrange Direct Deposit!


Once we have an account open we will contact you so you can then arrange for Direct deposit to the new account

2.

Print, Complete, Return! 


Checklist

*Contract

*Power of Attorney

Paper enrollment form

1.

Online Enrollment Form!


You can complete a paper enrollment form. Please return this with the other forms.



Three Easy Steps to Enrollment!

Identification...


Must be a CLEAR, current (not expired) MA. driver's license, MA. ID or US Passport. We can accept emailed smart-phone photos of an ID. 

When We Receive Forms...


We then open an account we can co-manage to assist in paying rent and any other bills!

Direct Deposit...


When the account is open we contact you with the information. You contact SSA or your employer and arrange for direct deposit!

Online Enrollment...


Please be as thorough as possible! If you need to gather more information, you can save the form and return to finish for up to two weeks!

Paper Enrollment...


We prefer online enrollment forms, but if you complete a paper enrollment please return this with your other forms!

Forms...


The Contract and Power of Attorney *required, MUST be notarized prior to returning to us! Always send us the originally signed and notarized forms!

When account is opened, arrange for direct deposit

Helpful Hints for enrollment!