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
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.
State Contact Information
All enrollments are now completed through the Assisted Enrollment Process.
Please contact your Case Manager/FSS to learn more about this process or call Acumen at (877) 824-9356.
Enrollment Packets are no longer accepted.
Assisted Enrollment and Employer Information
Click here to read 'Simplifying MT Self Directed Employer Option Assisted Enrollment', before beginning the Assisted Enrollment process. The Assisted Enrollment Flyer and Worksheets below are to be used as a guide for the Assisted Enrollment Process. If you are unsure what your responsibilities will be when self-directing, please read the Acumen and You Booklet. It will outline the role of the Fiscal Agent (Acumen) and the Employer (You).
*Some of the information below is password protected. Please contact Acumen to receive the password.
Simplifying Assisted Enrollment Case Manager Guide
Acumen and You Booklet - Getting Started in Your Self-Directed Program*
MT Individual/Employer Enrollment Worksheet
MT Employee Enrollment Worksheet
MT Employer Guide for Success* - An information Guide for Employers as they begin their new role in Self-Direction
These forms are not to be used for initial enrollment-They are provided for your convenience so your employee can update information after enrollment
Self Direct Support Broker Handbook
Self Direct Employer Handbook
AE Employee Instruction Packet
AE Individual/Employer Instruction Packet
1099-MISC Reporting FAQ
Pay Card Information and Fees