Privacy Policy

Coaching Solutions is committed to protecting the privacy and confidentiality of the individuals we serve. This Privacy Policy explains how we collect, use, and protect your personal information in connection with our representative payee services.

1. Information We Collect

We may collect the following types of information in the course of providing services:

  • Personal Information: Name, date of birth, Social Security number, address, phone number, email address.

  • Financial Information: SSA or SSI benefit amounts, banking details, income sources, monthly expenses.

  • Medical Information: Diagnoses or conditions (as relevant to your eligibility or care coordination).

  • Case Information: Copies of benefit award letters, housing information, care plans, and other documentation relevant to your services.

2. How We Use Your Information

We use your information solely to:

  • Manage and administer your government benefits

  • Pay bills and handle financial obligations on your behalf

  • Prepare budgets and manage spending

  • Comply with legal and regulatory reporting requirements

  • Communicate with government agencies, service providers, and authorized contacts

  • Respond to inquiries, audits, or investigations as required by law

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We only share information:

  • With the Social Security Administration (SSA), in accordance with our responsibilities as a representative payee

  • With healthcare providers, landlords, utility companies, or other service providers to manage your financial obligations

  • With legal guardians, court-appointed representatives, or others with proper legal authority

  • As required by law, court order, or government request

4. Data Security

We maintain physical, electronic, and procedural safeguards to protect your information from unauthorized access, use, or disclosure. These include:

  • Secure data storage systems

  • Password-protected devices

  • Limited access to client files

  • Staff training on privacy practices

Despite our efforts, no method of transmission or storage is 100% secure. We cannot guarantee absolute security but strive to use industry best practices.

5. Your Rights

You have the right to:

  • Access and request a copy of your records

  • Request corrections to inaccurate or incomplete information

  • Withdraw consent to share your information (where legally allowed)

  • File a complaint if you believe your privacy rights have been violated

To exercise these rights, please contact us using the information below.

6. Children’s Privacy

Our services are not directed to minors without legal representation. We only collect information for individuals under 18 with consent from a parent, guardian, or legal authority.

7. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website or provided directly to clients, along with the effective date of the revision.

8. Contact Us

If you have any questions about this Privacy Policy or how your information is used, please contact:

Coaching Solutions Inc.
Phone : 404-566-6356
Email: info@coachingsolutionspayee.org