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.
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

November 22, 2016

Sample IRS Form W-2 to be completed by an FMS provider

November 22, 2016

Sample IRS Form 940


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