Benefits and Financial Services Action Steps

Obtain or update identification documents 

Research bill repayment options 

Research loan options 

Evaluate financial products and services 

Fix errors on credit report 

Make a plan to pay down debt 

Open savings or checking account 

Research bank account options 

Obtain and review credit report 

Gather necessary documentation 

Determine if benefit can be re-instated 

Determine eligibility for public programs 

Complete budgeting worksheet 

Communicate with case manager or referral partner 

Make referral(s)

Research programs and submit applications 

Unique action step