New Client Introductions
- Guardian / POA - Phone Introduction
Northwest Payee helps perform the required accounting tasks associated with a Guardianship, on behalf of the Legal Guardian or Power of Attorney.
- Special Needs Trust - Phone Introduction
Administration of Special Needs Trust accounting for the benefit of individuals with disabilities. Discuss Special Needs Trust fund distribution budgeting, account reconciliations and financial reporting. Affordable Special Needs Trus ...
- Personal Pay Client - Phone Introduction
Speak with us about enrolling in services including budgeting, bill pay, account reconciliation and financial reports. Services for individuals and families that need help managing general accounting tasks. In this Personal Pay appoint ...
- Social Security Funded Representative Payee
Northwest Payee is NOT enrolling new Social Security funded Representative Payee services at this time. Please contact your local Social Security office for more information about your Social Security benefits. For accounting, budget ...
Accounting / Payment Inquiries
- Vendor Payment Inquiry By Phone
- Accounting Inquiry By Phone
Existing Client Relations
- Guardian / POA - Phone Appointment
Discuss the accounting services, reports and budgeting related to an individual under guardianship. You must be the Legal Guardian, POA or a responsible party providing oversight of the care of the individual with disabilities.
- Special Needs Trust Administration - Phone Appointment
Discuss an existing Special Needs Trust being administrated by Northwest Payee.
- Personal Pay Client - Phone Appointment
Discuss accounting services being provided to an existing Northwest Payee client.
Connect client financials with Northwest Payee and have 24-7 access to accounting information and reports for all clients in one online portal. Have a Phone Call or Online Meeting with a Northwest Payee Representative by scheduling an appointment today.