AP/Expense Forms

Electronic Payments – Tax, Banking, and Expense Access for Organization, PDF (Fillable), July 2025
Electronic Payments – Tax, Banking, and Expense Access for Organization, PDF, July 2025
Expense Report, PDF, July 2025
Expense Report Sample, July 2025
Family Reimbursed Respite, PDF. July 2025
      – Sample FRR, July 2025
Mileage, PDF, July 2025
Mileage Reimbursement Page 2, PDF, July 2025
Mileage Sample, July 2025
SD Mileage Reimbursement Multivehicle, PDF, July 2025

Benefits/Insurance Forms

Dental Enrollment, September 2025
Dental Plan Design, September 2025

Employee Election Form  January 2026
Medical – BCBS Enrollment/Change
Medical – EPO
Vision Enrollment, September 2025
VSP, September 2025

Pension Forms

Salary Deferral Election Form
Summary Plan Description

In case of an Accident

Claimant Information Packet
Compensation and Pharmacy Benefits
Notification Concerning Worker’s

Housing Subsidies

Tips for Brokers on Completing Budgets Thoroughly
Housing Subsidy QA Checklist   OPWDD PDF, Nov 5, 2021
Housing Subsidy Participant Agreement    OPWDD PDF, Nov. 2021
ISS Housing Subsidy Plan Justification 10/08/20
ISS Housing Subsidy Payment Method Authorization, PDF, Oct 2025

Broker and Self Direction Coordination

Acronym Sheet, PDF, Oct 2025
Cost Neutral Budget Amendment (CNBC), PDF, June 2025
Contract to Direct Bill (COS), PDF, July 2025
Direct Provider Purchased ADM, Nov. 2022
Direct Provider Purchased Compliance Policy, Nov. 2022
Direct Provider Purchased Utilization Report Template, Feb. 2023
Direct Provider Purchased Utilization Report Template Sample, Feb. 2023
LIC Agreement FI Ind
LIC Agreement Ind, PDF, Apr 2025
MSN Template CH and SEMP Fillable, PDF, Apr. 2024
MSN Template SEMP Fillable, PDF, Apr. 2024
MSN Template CH Fillable, PDF, Apr. 2024
OOSR Request (fillable), PDF, Jan 2025
Paid Neighbor Agreement
Paid Neighbor New Payment Process Form
Planning Team Minutes Template, PDF, Apr. 2023
Self-Direction Termination Form, PDF, Sept. 2024
Self-Direction Budget, Excel, June 2025
Support Broker Agreement, PDF, Oct. 2025
Support Broker Invoice, Fillable, PDF, July 2025
Web Approver Designee, PDF, Sept. 2024

People Services

FAPTO, PDF, January 2025
Direct Deposit, PDF, March 2024
Evaluation Form, Fillable, PDF, March 2024
Hiring Form, Fillable, PDF, March 2024
In-Activation, Fillable, PDF, March 2024
Personnel Information Change, PDF, 3/24
IT-2104, PDF, 2024
W4, March 2024

Quality and Corporate Compliance

IDGS Service Request Form, PDF, Jan. 2023
Corporate Compliance Training 2022
Incident Reporting Training 2022
Positive Safeguard Planning Tool
QA Flyer for New Staff