- Provider - Your Best Life, Inc

Provider Details

Your Best Life, Inc

Address: (See Map)

2360 Dakota Drive
Grafton, WI 53024

Contact Information:

Phone: (262) 483-4061
Website: http://www.yblusa.com/
Email: [email protected]


Our mission is to provide financial and benefit support services to members and their families. We promote financial security, financial literacy, inclusion, equality and participation in their communities with a focus on our members leading their best lives. Representative Payee Services Prepaid Debit Cards Able Accounts Monthly Budget Setting and Review Long Term Financial Goal Planning and Review Financial Asset Tracking Limited Power of Attorney for Able Accounts, Utilities and Lease agreements Benefit Planning & Advocacy Work Incentive Planning Identity Theft Protection.

What is a rep payee? While most people receive their Social Security and Supplemental Security Income (SSI) payments directly, some need assistance in managing their benefits. Payments to these individuals are paid through a representative payee who receives the check on behalf of the beneficiary and provides for their personal needs. For many beneficiaries, a family member or friend serves as the payee. For some individuals, an Organizational Representative Payee is chosen. Organizational Representative Payees generally provide case management services, spiritual guidance or community assistance. What does a rep payee do? Representative Payees understand the needs of the beneficiary (i.e., food, clothing, shelter, medical expenses and personal items) Social Security payments are used to meet beneficiary needs Any money left over after meeting the beneficiary’s needs are conserved Income and expense records are kept for each beneficiary for at least 2 years per Social Security guidelines and are available for review. Annual filings and other Social Security reporting are completed in compliance with Social Security requirements.

Program Fees: $45 monthly fee for Representative Payee Services.

Service Categories

Benefits, Financial Management Support

Geographic Areas Served

  • Counties Milwaukee, Ozaukee, Sheboygan, Washington, Waukesha

Hours of Operation

  • Monday: 8:00 AM-5:00 PM
  • Tuesday: 9:00 AM-5:00 PM
  • Wednesday: 8:00 AM-5:00 PM
  • Thursday: 8:00 AM-5:00 PM
  • Friday: 8:00 AM-5:00 PM


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Last Update Date: 06/21/2021

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