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My Road To Financial Independence Checklist

(This activity is also available as a blank, downloadable and printable PDF – Download Blank Road to Financial Independence Checklist Worksheet)

A big part of being more financially independent is having a personal financial file. This file should contain anything you might need to be established as an adult, allowing you to open a bank account, to build credit, and to help you get the services you need to live independently. You will need to create a system that works for you. Here are some suggestions:

Government Supports and Services

Investigate your eligibility for Supplemental Security Income (SSI).

Click here to check SSI eligibility

Explore your eligibility for Home and Community-Based Waiver Services (“Waivers”):

Register with the Office of Vocational Rehabilitation (OVR) if you’re interested in working or need help keeping your job:

OVR Registration.

Identification

Have a copy of your Social Security card.

Obtain a driver’s license or a non-driver’s identification card.

Finances

Establish a relationship with a bank or credit union (obtain a debit card).

Responsibilities

Register to vote (age 18).

Register for Selective Service (if male).

Selective Service Registration.

Your Information

Gather healthcare and community services information onto a USB flash drive and keep it with you. Be sure to include:

Personal identification information,
Health insurance policy number,
Doctors’ and specialists’ contact information,
Prescriptions,
Durable Medical Equipment (DME) vendor contact information, and
Service coordinator/case manager/supports broker contact information.

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