Free Guide

Your Guide to Managing Clients and Helping Safeguard Benefits

Get practical strategies and trusted resources designed to help professional Rep Payees streamline their work and help protect clients’ benefits

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True Link Financials' Representative Payees Guide

In this guide* you'll get

  • Client Management
    Strategies

    Client-centric approaches to challenges Rep Payees face managing disbursements and tasks for their clients

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    Advice from Experienced
    Rep Payees

    Resources from other Rep Payees to help your practice operate effectively and to run and grow your own agency

  • Solutions to Help Safeguard Benefits

    Considerations to help you choose a prepaid card to disburse funds and ways to help protect clients from fraud

About True Link

True Link provides financial solutions for people with complex needs and the people who care for them. We founded the company to make life better for our own loved ones, and we’re honored to serve those who are aging, living with disabilities, in recovery — and their families and professional caregivers — day in and day out.

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This is exactly the type of service we needed for the individuals we support as their Representative Payee. The process was very smooth, and it is wonderful to see more financial independence blossom as they get used to the cards. Tracking expenditures and transferring funds is easy. We are extremely pleased with our decision to use True Link debit cards.

–Carla C., Representative Payee