Make a Referral

Let us Help Your Client

Getting Started

Make a Referral

The process begins on the MRS side:

  • Customer signs two SSA Release of Information Forms
  • You Complete the Referral form
  • You provide authorization

From there we will:

  • Request SSA BPQY from SSA
  • Schedule appointments with the customer
  • Provide education and guidance on benefits and work incentives
  • Complete two reports:
    • MRS counselor Summary Report
    • ¬†Customer Summary Report