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, along with details about your employment and pay rates
  • Insurance cards or knowledge or insurance coverage and dates
  • Documents related to any work incentives that may be in place (subsidy or special conditions, IRWE, PASS plans, etc.)
  • If applicable, the contact information of key people who are familiar with your benefits and needs (job coach, family, friend, advocate, paid assistants)
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