Financial Management Services

April 18, 2019
Member-only brass tacks payroll updates from April 2019.
March 19, 2019
Member-only brass tacks payroll updates from March 2019.
April 7, 2017
Sample IRS Form SS-4 for a Fiscal/Employer Agent (F/EA) to obtain a separate Federal Employer Identification Number.
November 23, 2016

Just after the 2013 Financial Management Services conference in Baltimore, MD, the IRS stated that Home Care Service Recipients (HCSRs) can obtain EINs using the IRS’ online system. Third Party Designees for HCSRs can also obtain EINs on behalf... Read more

November 23, 2016

Comments from the NRCPDS' 3 membership groups in response to the Department of Labor's Notice of Proposed Rulemaking to restrict the use of the companionship exemption.

November 22, 2016

Participant Direction programs and providers of FMS constantly strive to improve the quality of programs. Enrolling participants as employers of their own staff is a critical element of any program that uses a Fiscal/Employer Agent model of FMS,... Read more

November 22, 2016

While research shows that incidences of fraud are not any more prevalent in participant direction than other service models, programs must constantly contend with how to minimize fraud. Speakers from Allied Community Resources share promising... Read more

November 22, 2016


Summary of different models of FMS

November 22, 2016

Sample list of reports for FMS providers to produce for program administrative agencies


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