SSA-Approved Organizational Representative Payee · Serving Individuals and Providers Nationwide Talk to us — 833-380-2838 · Mon–Fri 9am–5pm ET
Compassionate financial care, nationwide

We manage Social Security and federal benefits — so families and care teams don't have to.

When someone needs help managing their money — a loved one or a client — we step in with professional, compassionate care, protecting benefits and preserving dignity.

Trusted by families, case managers, and group homes across the country.
Benefits expertly managed We protect Social Security & Medicaid eligibility — every month.
30+
Years of service experience
SSA
Approved Rep Payee
Thousands+
Lives supported annually
$0
Debit card program cost
Nationwide
Service
Two ways we help

Whether you're caring for someone — or coordinating their care

Families and professional partners turn to CSA for the same reason: reliable, respectful financial management they can trust.

For Families & Caregivers

Let us carry the financial weight so you can simply be family again — present, supportive, and at ease.

  • Bills paid on time, every time
  • Benefits and Medicaid eligibility safeguarded
  • Monthly statements, full transparency
  • A patient team who answers the phone
Get Started

For Providers & Case Managers

A dependable payee partner that makes your referrals seamless and keeps your clients compliant and cared for.

  • Fast, simple client referrals & onboarding
  • Prompt, accurate SSA reporting
  • Close coordination with county & state providers
  • One point of contact you can rely on
Refer a Client
More than money management — it's dignity, protected

Why families choose CSA

Compassion, first

Every client is a person, not a case number. Our team treats each individual with the patience and respect they deserve.

Benefits, safeguarded

CSA closely monitors balances and resources to help protect eligibility for Medicaid and other important benefits.

Independence, supported

We help clients live as independently as possible — with flexible budgets and a no-cost debit card program.

What we handle

We handle everything financial — so you don't have to

From everyday bills to income & financial verification for benefit renewals, our trained staff manage the details that keep life stable and stress-free.

Income & financial verification for benefit renewals
Flexible, appropriate budgeting
Coordination of all outside accounts
Monthly bank statements on request
No-cost debit card program
Close ties with SSA, county & state
Prompt, accurate SSA change reporting
Meet the team

A real person, on your side from day one

Our leadership and staff bring decades of experience and genuine empathy to every individual we serve. We'll walk you through every step — no jargon, no pressure.

“Our goal is to help every individual live as independently as possible, with dignity. That starts with taking the financial worry off their plate.”

Sue Thiers
Ask Sue!

Your questions, answered by Sue — live on LinkedIn

Every week we take a real question from a family or care professional and put it to Sue Thiers, our Director of the Representative Payee Program. Follow along, or send in your own.

Q

Will my brother still have his own spending money?

“Absolutely. We build the budget around each individual's needs and priorities, with flexible options for accessing personal spending money. Supporting independence is an important part of what we do.”

ST Sue Thiers Director, Community Solutions Alliance
Q

Can family stay involved once CSA becomes payee?

“Yes — we want you involved. We handle the bills, budgets, and SSA reporting so you can go back to just being family. You'll always know what's happening.”

ST Sue Thiers Director, Community Solutions Alliance
Q

How quickly can a case manager refer a client?

“One conversation is all it takes to start. We guide the referral, help coordinate the SSA application process, and keep you informed at every step — you'll have one point of contact.”

ST Sue Thiers Director, Community Solutions Alliance
Q

Can CSA help an older adult who is having difficulty managing their Social Security benefits?

“Yes. Representative payee services can support older adults who need assistance managing their Social Security benefits. CSA can help manage benefits, pay essential expenses, maintain financial records and provide the ongoing oversight needed to help protect financial stability and independence.”

ST Sue Thiers Director, Community Solutions Alliance
Simple from day one

Getting started takes one conversation

No complicated paperwork to face alone. We guide you through every step.

1

Reach out

Call us or have a case manager refer your loved one. We listen and answer every question.

2

We set up the plan

We establish a budget, coordinate accounts, and handle the SSA paperwork on your behalf.

3

You exhale

Bills are paid, benefits are protected, and you get clear monthly updates. We've got it from here.

In their words

Families and partners who found relief

I highly recommend Community Solutions Alliance as a representative payee organization, especially Sue Thiers. This company is exceptionally well run, and Sue consistently goes above and beyond for my son and our family. She is incredibly organized, always makes sure his bills are paid on time, promptly answers all of my questions, and stays on top of every detail. Her professionalism, knowledge, compassion, and dedication have given me tremendous peace of mind. We are so grateful for everything she does!
CM C.M. Mother of a client
CSA has been an absolute asset to our organization, allowing us to redirect the hundreds of hours spent on Rep Payee responsibilities into other much-needed directions. Communication is constant and easy — emails answered within minutes, and phone calls never go unanswered.
LG Lynda Glenn Executive Director, Miller Group Home, Inc.
Common questions

Answers for families and providers

New to representative payee services? These are the questions we hear most. Have another? Call us — a real person will answer.

Answers for families and providers
What exactly is a representative payee?

A representative payee is a person or organization appointed by the Social Security Administration to receive and manage benefits for someone who needs help handling their money. As an SSA-approved organizational payee, CSA pays bills, budgets, and keeps records — so benefits are used in the beneficiary's best interest, every month.

Who needs a representative payee?

Anyone receiving Social Security or SSI benefits who has difficulty managing them, including individuals with developmental disabilities, mental health conditions, or age-related challenges. Sometimes a family member has been serving as payee and simply needs to hand off the responsibility.

Will my loved one lose their independence?

No — the opposite is our goal. We build a budget around each person's life and priorities, and our no-cost debit card program gives beneficiaries appropriate, flexible access to their own spending money. Independence with dignity is the whole point.

How are benefits and eligibility protected?

We closely monitor account balances to help protect eligibility for Medicaid, SSI, Section 8, and other applicable benefits. We assist with benefit renewals by supplying our portion of the financial information needed, and we report changes to SSA promptly and accurately. Monthly statements are available on request.

What does it cost?

Organizational payees may collect only a modest monthly fee that is authorized and capped by the Social Security Administration, deducted from benefits. There are no hidden charges, and our debit card program costs nothing extra.

How do we get started — or switch from a current payee?

One phone call. We guide you (or your case manager) through the SSA paperwork, coordinate the transfer so no bill goes unpaid during the transition, and take it from there. Most families are surprised how simple it is.

Get started

One conversation. That's all it takes.

Tell us a little about your situation and a real member of our team will call you back — usually within one business day. No pressure, no obligation.

  • 1 We listen and answer your questions
  • 2 We handle the SSA paperwork with you
  • 3 Bills get paid, benefits stay protected

Prefer to talk right now? Call 833-380-2838 · Mon–Fri 9am–5pm ET

Request a call back

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We'll never share your information. This isn't a commitment — it's just a conversation.

For agencies, group homes & case managers

Let's build a referral partnership

Give your clients a payee program that mirrors your own standard of care. We make onboarding effortless and keep you informed every step of the way.

You don't have to do this alone

Let's take the financial worry off your plate.

Speak with a real, caring member of our team today. No pressure — just answers and support.