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Since 2009, Acumen Fiscal Agent has been providing fiscal/employer agent financial management services to individuals choosing the Self-Direct with Employer Option (SDEO) under Medicaid waiver programs serving adults and children with developmental disabilities. Acumen continues to work with the Department of Public Health & Human Services/Developmental Disability Program as it adds new waivers and services allowing participants to self-direct their care.

For more information regarding these waivers and how to qualify for services contact: http://dphhs.mt.gov/dsd

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SDEO

Self Directed Employer Option

Acumen Fiscal Agent Contact Information

To contact Acumen Fiscal Agent for the SDEO program, please call (877) 824-9356 or fax (866) 211-6370. Please contact your Case Manager or Family Support Specialist regarding enrollment materials.

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State Contact Information

(406) 444-2995

Montana Department of Public Health and Human Services


Enrollment

Participant, employer, and employee enrollments can now be completed electronically through Acumen's Electronic Enrollment System (EES). Enrolling through EES is recommended.

Electronic Enrollment System (EES)

A Pin Number is required to set up an EES account for a new employer/participant. Please contact your Case Manager/FSS for the Acumen Fiscal Agent New Participant/Employer EES Flier. These fliers contain the MT SDEO Pin Number. A Pin Number is NOT required for employers/participants that are currently enrolled, however you must use the email that is on file with Acumen when registering your account.

Employee Enrollment Materials

These forms are not to be used for initial enrollment-They are provided for your convenience so your employee can update information after enrollment

Employment Application
Form I-9
Form W-4
MT Pay Selection and Direct Deposit Form

Paying for Your Supports

MT July 2017 to June 2018 Payment Schedule
MT Time Sheet Instructions
MT Show Me the Money

Additional Forms

Form W-9
MT SDEO Request for Vendor Approval
MT Vendor Payment Request Form
MT Individual/Employer Change Information Form
MT Employee Change Information Form
MT Employee Termination Form

Resources

I-9 FAQs
Self Direct Support Broker Handbook
Self Direct Employer Handbook
Workers' Compensation
Statement Sample
1099-MISC Reporting FAQ
Pay Card Information and Fees

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