All Forms Must be Printed, Filled out, Signed and Returned to S.N.E.S.A.A. Via Fax or Email.
If you have any questions or would like a list of references, please call 774-365-4441 or email info@snesaa.org.

Documentation Requirements - As a suggestion, you may want to post these in your office as a quick reference.  

New Client Referral Forms:

• New Client Referral Forms -  Contact Kim Santos, for each new client, by phone 774-365-4441 or email, info@snesaa.org, before starting the new client forms.  This is a fillable PDF. Type in responses, print, sign and fax or email us.  
• SSA Form 787 Required if Client Has NOT previously retained the services of a Rep Payee. This form is to be filled out by a physician explaining why the client is unable to manage their fiscal funds.

Existing SNESAA Clients:

• Check Request - This is a fillable PDF. Type in responses, print, sign and fax or email us. 
• Client Contract - This is a fillable PDF. Type in responses, print, sign and fax or email us. 
• Attestation Letter Directions - for missing or lost receipts. 
• Authorization for Release of Information - This is a fillable PDF. Type in responses, print, sign and fax or email us. 
• Moves Form - This is a fillable PDF.  
• Client Work Information - Please notify S.N.E.S.A.A when a Client starts and/or stops working because it can directly affect their benefits. This is a fillable PDF.
• Best Practices Documentation Template - Documentation to be collected for all S.N.E.S.A.A. Clients on a Monthly Basis - Bank Statements, Earned Income, Incarceration, Death, Vital Documents (Name Change, Marriage/Divorce/Birth/Change in Guardianship), Hospitalization.
• Lay Person Letter - All new client referral forms submitted to S.N.E.S.A.A. need to include a Lay Person Letter. This letter is a requirement by the S.S.A. 
• Suggestons to obtain a Certified Appointment of Guardian Decree - All new referrals with a legal guardian,will need to submit a Certified Appointment of Guardian Decree with raised seal via MAIL to S.N.E.S.A.A.’s P.O. Box.