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    • Overview of Self-Directed Service Options
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  • Fiscal Intermediary
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Fiscal Intermediary

Time to find a Fiscal Intermediary? This is what you need to know:

Fiscal Intermediary (FI) to assists individuals in exercising budget authority. Individuals can perform some or all of the FI functions themselves. Typically, however, individuals prefer that the FI entity performs these functions for them. FI helps individuals:

  1. Understand billing and documentation responsibilities;
  2. Perform payroll and employer-related duties (e.g., withholding and filing federal, state, local and unemployment taxes; purchasing workers’ compensation or other forms of insurance; collecting and processing worker timesheets; calculating and processing employee benefits; and issuing payroll checks);
  3. Purchase approved goods and services;
  4. Track and monitor individual budget expenditures; and
  5. Identify expenditures that are over or under the budget.

The above info is from Medicaid.gov  – Self -Directed Services

An Educated Customer is an Empowered Customer

The two charts in the attachments below are specific to FI’s in each region. Please review the information carefully as you work with your Support Broker to select an FI. Every aspect of the decisions you make moving forward will be built on your understanding of how each FI operates.

Please use the following links to access the Self-Direction Liaison for your Region to request Fiscal Intermediaries and Broker lists.

Find Your Liaison

 

Fiscal Intermediaries:

Finger Lakes Information (xls)

Western New York Information Grid (pdf)

Western New York Information (doc)

Broome FI Comparison Chart

Sunmount FI Comparison Chart

CNY FI Agencies

Brokers:

Finger Lakes Independent Broker List

Finger Lakes Agency Broker List

Western NY Broker List

Broome Broker List

CNY Broker List

Sunmount Broker List

N.Y.C. ~ Bronx, Manhattan (metro), Brooklyn, Queens, Staten Island Broker List

Expand
  • Felix Martinez: [email protected]
  • Adriana Garcia: [email protected]
  • Anna Crits: [email protected]
  • Nyisha Thompson: [email protected]
  • Valerie Stark: [email protected]
  • Joseph McConnell: [email protected]
  • Chantel Paige: [email protected]
  • Lisa Newman: [email protected]
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In The Driver's Seat LogoWe are excited to offer the Self-Directed community a new feature of our website! "Connect by In the Driver’s Seat," will provide people with disabilities, their family members, their circles of support, and all service providers, the opportunity to "connect" with each other to locate staff, Support Brokers, Fiscal Intermediaries, resources, and information and to ask and respond to questions. There’s a lot to see and do in "Connect" so we’ve created helpful videos to support you once you’ve signed in and created an account. We hope that you will find "Connect" another useful tool to navigate Self-Direction. Please reach out to us with any questions and/or to provide feedback on your experience with "Connect."

Join Connect