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Organizations that provide personal business assistance for people who are having difficulty handling their monetary affairs. Tasks may include sorting mail, paying bills, preparing checks for clients to sign, managing bank accounts, organizing tax documents and other records, interpreting medical insurance papers and verifying proper processing of claims, negotiating with creditors, and making referrals to legal, tax and investment professionals, as required.

Programs that help people with developmental disabilities or their caregivers develop a personal plan and budget for purchasing in-home services and/or supports that will help them avoid premature institutionalization. Support brokers help people select, employ, train and schedule personal care attendants and other support providers; define worker responsibilities and tasks; evaluate and monitor results; advocate and problem solve, as required; coordinate service delivery; and arrange for other services as needed by the person to remain at home. The service may also be available to others.