Volunteer Bill Payer

The volunteer bill payer provides ongoing direct service to low-income clients who are disabled

or elderly by making visits to the client’s home on a regular basis, assisting the client in the

preparation of checks from a designated account to pay monthly bills and properly maintaining the

check register. The volunteer is not expected or authorized to sign checks or manage any other

assets except for the designated checking account. The volunteer promptly notifies the program

coordinator if the client needs additional assistance. The purpose of this activity is to enable the

client to prolong an independent way of life with minimum intervention.

Duties and responsibilities of a volunteer bill payer

 Completes initial orientation/training and attend periodic meetings of volunteers.

 Visits the client at least monthly on a scheduled basis and at mutually convenient times.

 Performs bill payer tasks, e.g., organizing client’s bills, writing checks, and balancing the

client’s checkbook in accordance with Money Management Volunteer code and guidelines.

 Completes and submits monthly reports to program coordinator.

 Notifies the program coordinator, in a timely way, of any problems with assignments or

planned absences from the program.

Qualifications of a volunteer bill payer

 General knowledge of household budgeting and daily money management.

 Accuracy in maintaining financial records.

 Patience and tactfulness; ability to work cooperatively with a wide variety of individuals,

including people with physical and mental impairments and varying socioeconomic

backgrounds.

 Willingness to provide own transportation to visit clients.

Commitment of a volunteer bill payer

 Contributes up to 4 hours monthly with a one-year renewable commitment