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Service Eligibility & Intake Scheduling

 BenefitU is currently offering benefits planning services and referral support in all counties across Washington State. Please see the instructions below to schedule a New Customer or Returning Customer intake. 

The following eligibility requirements below must be met

to receive Benefit Planning services through Benefit U:

At least 14 years old and qualify for Washington State Developmental Disabilities Administration (DDA) eligibility


Direct referral from a Washington Department of Services for the Blind (DSB) counselor

If you do not meet eligiblity requirements, please see additional benefit planning options at the bottom of this page.

BenefitU Referrals:

If you are requesting services on behalf of another person, please be sure to use their name when requesting an intake.

For more on the benefits planning process, please see BenefitU – What to Expect (En Espanol

New and Returning Customers:  Please click here to schedule an intake appointment!

New Customer Intakes are available for first time BenefitU clients.

Return Customer Intakes are available for BenefitU clients we have worked with previously.


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 your questions accurately:

1. Book an intake appointment and complete the required intake form and releases

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 in the section 5 of your intake form or by emailing

Additional Benefit Planning Options

If you are not eligible for Benefit U benefits planning services, or need assistance sooner than we can provide, the following resources may be able to assist you: 


Division of Vocational Rehabilitation (DVR)– DVR offers benefits planning services to people enrolled for services. 

Foundational Community Supports – Offers benefits planning to eligible Medicaid recipients who are seeking employment or currently employed. 

Plan for Work –  Serving Social Security disability beneficiaries in Southern Washington and Northern Oregon who are seeking information or support related to their benefits and are currently working or interested in finding work. 

Plan to Work – A free and voluntary service available to individuals in the state of Washington (except southern counties Pacific, Lewis, Wahkiakum, Cowlitz, Clark, Skamania, Klickitat, Benton, Franklin, and Walla Walla) who are currently receiving disability benefits from the Social Security Administration and want to work.

Statewide Health Insurance Benefits Advisors (SHIBA)– Trained specialists available to answer questions and provide resources related to Medicare. 

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