by Dan Rutten | Sep 13, 2023
After your services are completed, we may keep your file open for up to 90 days to address any additional needs that may arise. During this time, you can contact the planner you’ve previously worked with for support without requiring a new referral. If new needs...
by Dan Rutten | Sep 13, 2023
When meeting with BenefitU it is helpful to have the following information available: Clear goals, questions, or specific needs that you would like support with Any relevant letters or relevant correspondence from Social Security Paystubs or summary of your wages,...
by Dan Rutten | Sep 13, 2023
Currently, BenefitU’s planning services are conducted remotely, and we do not offer in-person services. If you have an accommodation need, please include this in your intake or email support@benefitu.org.
by Dan Rutten | Sep 13, 2023
In many cases we can connect you to a benefits planner within about 2 weeks following an intake, but this can vary based on number of referrals and planner capacity. In some situations, we may also need to request and receive documents or information from Social...
by Dan Rutten | Sep 13, 2023
BenefitU believes in a person-centered approach to delivering services and that the beneficiary should be a part of conversations related to their benefits whenever possible. We also understand that some people may prefer to only attend meetings when options have been...
