Applied Self-Direction

March 22, 2019
Membership Directory of Financial Management Services (FMS) entities serving self-directed programs.
March 19, 2019
Member-only brass tacks payroll updates from March 2019.
January 8, 2019
This reference guide compiles key excerpts from the Internal Revenue Manual (IRM) that pertain to Fiscal/Employer Agents (F/EAs) operating under Section 3504 of the Internal Revenue Code. The Internal Revenue Manual is an extensive compilation of... Read more
February 27, 2018

In January 2018, Applied Self-Direction issued a Request for Information (RFI) to identify vendors interested in... Read more

February 7, 2018

In January 2018, Applied Self-Direction released a Request for Information (RFI) to identify Electronic Visit Verification (EVV) vendors interested in serving self-direction programs. It is important that EVV systems in self-direction programs... Read more

May 5, 2017
These leave-behind Self-Direction Information Sheets were developed as part of the Membership Committee on Advancing Self-Direction in a Changing Environment.
April 7, 2017
Sample IRS Form SS-4 for a Fiscal/Employer Agent (F/EA) to obtain a separate Federal Employer Identification Number.


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