FMS

January 8, 2019
This reference guide compiles key excerpts from the Internal Revenue Manual (IRM) that pertain to Fiscal/Employer Agents (F/EAs) operating under Section 3504 of the Internal Revenue Code. The Internal Revenue Manual is an extensive compilation of... Read more
December 5, 2018

On December 5, 2018, Applied Self-Direction held a Preparing for Year-End 2018 Training webinar for FMS providers in self-direction. The training covered:

  • Best practices for Form W-2 and 1099-MISC production and filing
  • ... Read more
August 15, 2018

In the Agency with Choice model of Financial Management Services (FMS), the participant and FMS entity serve as co-employers of workers. To ensure that services are truly self-directed and participants are shielded from unnecessary risk and... Read more

November 21, 2017

On November 15, 2017, Applied Self Direction held a Preparing for Year-End 2017 Training webinar for FMS providers in self direction. The training covered:

  • Best practices for Form W-2 and 1099-MISC production and filing Information on... Read more
June 9, 2017

“Person-centered” has been in our vocabulary for a long time, and self direction is an excellent example of how important ideas can be put into practice. This June 2016 training for FMS Members provides a review of the underlying principles of... Read more

May 22, 2017

The purpose of this document is to help self direction programs prepare to develop a Request for Proposal (RFP) for Financial Management Services (FMS) by examining the program design elements that impact the requirements within an RFP. The Guide... Read more

May 10, 2017

2017 Self-Direction Conference Breakout Session: True self direction in the Managed Long-Term Services & Supports (MLTSS) era shifts the focus for FMS providers to ensure compliance with both State and Managed Care plans. As the Managed Care... Read more

May 10, 2017

2017 Self-Direction Conference Breakout Session: This session was an intensive on key tax forms used in the provision of Fiscal/Employer Agent (F/EA) services, including when, how and why to use certain forms. Topics included forms participants... Read more

April 18, 2017
A presentation on the challenges in operations and compliance for Fiscal/Employer Agents.
April 7, 2017
Sample IRS Form SS-4 for a Fiscal/Employer Agent (F/EA) to obtain a separate Federal Employer Identification Number.

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