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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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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

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

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 2015 - June 2016 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


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

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