Membership for FMS Entities


Membership at Applied Self-Direction is open to Financial Management Services (FMS) entities serving self-directed programs. Membership benefits for FMS entities include:

  • Access to online member forums, issue briefs, and self-direction trainings
  • Peer-to-peer learning opportunities
  • The opportunity to provide feedback to the Internal Revenue Service (IRS), Centers for Medicare and Medicaid Services (CMS), Department of Labor (DOL), and other federal agencies
  • Advocacy for advancing and expanding self-direction
  • Up to 5 hours of member inquiries with Applied Self-Direction experts
  • Updates to stay on top of national and state policy and program developments for self-direction
  • Discounted consulting packages for individualized projects

Click here to learn more about our membership benefits for FMS entities. 

Questions? Email


The membership year runs from July 1st- June 30th. You may join at any point on a prorated basis for the remainder of the membership year.

Number of Participants Served Annual Dues
>=10,000 $15,000
7,000-9,999 $10,000
5,000-6,999 $7,000
3,000-4,999 $5,000
2,000-2,999 $4,500
1,500-1,999 $3,400
1,000-1,499 $2,850
<=999 $1,500



FMS entities can apply for membership online here.


You can access the membership directory for FMS entities here.   


Members can purchase consulting packages at a discounted rate. Members can use these hours to ask questions by email and over the phone or to work with Applied Self-Direction on a larger project. Below are the consulting packages available exclusively to members:

Consulting Hours 5 hours 15 hours 25 hours 50 hours 75 hours 100 hours 120 hours 150 hours
Discounted Rate $1,050 $3,075 $4,975 $9,750 $14,250 $18,500 $21,600 $26,250

Email info@appliedselfdirection to sign-up for a consulting package.