PLAN’s Service Coordinators
All beneficiaries are assigned a PLAN Service Coordinator – a licensed social worker with extensive experience. These caring professionals help support and guide a beneficiary, identifying day-to-day needs and long-term goals. They work with the individual, and often their family, to create a prudent spending plan that addresses those needs and goals.
And, over the long term, they coordinate disbursement of funds to the providers of goods and services for the beneficiary.
Our Service Coordinators communicate regularly with beneficiaries, family members, and external service providers. They help to identify unmet needs and eligible expenses; identify and suggest resources, goods and services; and determine whether expenditures meet legal requirements.
In doing their work, Service Coordinators consider many factors—including the beneficiary’s age, disability, needs, expenses, and trust account balance. But the most important factor is first and always the beneficiary’s best interest.