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