New Clients


Step 1

Schedule an appointment


Step 2   

Meet with an Account Manager


Step 3

Provide additional information, as needed


How to Enroll


Once an individual contracts with CEPS for payee services, Social Security will then begin sending the client's funds to CEPS. From then on, CEPS primary responsibility will be to see that those funds are disbursed in the best interests of the client. This means that CEPS will be responsible for seeing that the fundamental living expense items such as rent, groceries, and other basic needs are paid on time and to the proper persons. This arrangement minimizes opportunities for the misuse or misappropriation of the funds which are intended for the benefit of the client.



CEPS can often save you more than the cost of paying your bills. So why not sign up with CEPS today? You can reduce your worry and have professional money management services at the same time.



From Chrome, select one of the office locations below to download an intake form in PDF format.

Downtown Sacramento





Please bring the following items to your first meeting with your Account Manager:

  • Identification
  • Social Security card
  • Medi-Cal card
  • Medicare card
  • Social Security Information
  • Other income information
  • Current bills (utilities, credit cards, fines, etc.)
  • Rental Agreement

Consultants in Educational & Personal Skills is a 501c3 nonprofit organization that provides assistance for individuals who have difficulty managing their day-to-day financial affairs.



We are the representative payee of choice because we make a difference by offering solutions, support, and referrals in our community.  We research both current services to increase efficiency and the expansion of new services through a network of related businesses to attract new clients and better serve existing clients.  



We are committed to making life better for others in every encounter, every time.  



Service: Our clients come first with promptness and quality.  We will not rely on machines to run our business; we answer our phones whenever possible.  We make new opportunities to solve challenges with win-win service that exceeds expectations of our clients, community partners, and SSA. 

Communication: We listen to our clients, explain things in a way that they understand, and update them on what they can expect.  We demonstrate that we truly care about our clients by listening to them with compassion, patience, and understanding.

Integrity: We create trust through honesty, respect, advocating, maintaining confidentiality, and always working proactively in the interests of our clients.  Our reputation of being the best at what we do comes from following through and keeping our word. 

Teamwork: We choose a great “want to be here, how can I help?” attitude, knowing one cannot succeed unless we all succeed.  We are a motivated, flexible, unified team that seeks to improve the company, the service, and ourselves.  We create policies and procedures that empower us to reach our potential through structures and systems that are designed for our business.