Your Money, Your Goals - A financial empowerment toolkit for social services programs.

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be asked whether you are submitting a complaint on behalf of “myself” or “someone else.”
Choose the “someone else” option and you will be prompted to another section where you can
fill out the consumer’s contact information. In other forms, you may be able to enter
information about the contact person that is different from the information provided about the
consumer. You should upload a copy of the Representation Agreement as an attachment when
provided an opportunity on the last page of the form.


This is what one of the online forms looks like with notes for how to complete it for a client:

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