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Intake Scheduling

Individualized Benefits Planning and Coaching Services

Eligibility Requirements for BenefitU Planning and Coaching Services:

BenefitU’s coaching and planning services are available to anyone aged 14-65 and that qualifies for eligibility through Washington Developmental Disabilities Administration (DDA). To schedule an intake, please click the button below to find a day and time that works for you.

*Please Note: BenefitU’s planning services are provided remotely via Zoom*

If you do not currently meet the eligibility requirements for our services, please click this link for additional benefit planning options.

If you experience any challenges when scheduling your intake, please email or call 206-312-1099.

After Scheduling Your Intake

After scheduling a BenefitU intake you will receive a confirmation email within 1-2 business days with your meeting login information and a separate email with our Release of Information and Customer Service Information. If you do not see these in your inbox, please check your spam/junk folders or email


All customers must complete the intake process to allow us to answer questions accurately:

1. Book an intake appointment and complete the required forms and releases at least 48 hours prior to your scheduled intake. 

2. Meet with our intake staff, so we can collect relevant information and determine any areas needing additional investigation and verification

3. After completing your intake and confirming eligibility, you will be connected to a Certified Benefits Planner to help you get answers and options related to your unique situation, if needed.


We are only able to make exceptions to this process for those needing a language or disability related accommodation.  If you need an accommodation, you may make that request when completing your intake form or by emailing

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