PLEASE ELECTRONICALLY SIGN DOCUMENT BELOW

Debt Management Agreement

Please read the following statements carefully so that you will understand the provisions of the Debt Management Plan. Electronically Sign the document below to indicate your understanding of the provisions. For simplification the singular is used even when the plural may apply.

I engage the professional services of agency to provide debt management counseling services in negotiating a repayment plan hereinafter referred to as the Debt Management Plan or “DMP” with my creditors. I freely volunteer to abide by the provisions of this agreement which are as follows:

I understand that I am responsible for disclosing to agency accurate information, to the best of my knowledge, about all of my creditors and sources of income. In consideration of and in furtherance of services to be provided by agency, I hereby expressly authorize agency, its employees, agents/volunteers to:                       

1.       Disclose any information concerning my financial condition and status, including but not limited to income, debts, credits, earnings, assets and residential and work addresses to creditors listed by me unless otherwise required by law, and;

2.       Obtain whatever financial information concerning me from any creditors, as agency deems necessary and;

3.       May obtain a copy of my credit report in order to enable agency to better assess my financial situation and thereby increase its ability to assist me in the liquidation of my debt. I understand that said credit report will be the sole property of agency and I will not receive a copy of my credit report. All information contained in my credit report will be considered confidential and used for legitimate business purposes under the Fair Credit Reporting Act.

4.       Use a third party to transfer my funds and to receive/send information about my account to/from my creditors

I agree to deposit with the agency my monthly debt payments under the repayment plan negotiated by the agency. I agree to make all deposits by bank check, electronic transfer, certified check or money order made payable to the agency. I understand that agency will not accept cash or personal checks. For the purpose of the accounting for and the disbursal of my funds, I expressly agree to permit agency to combine my funds with the funds of other clients being serviced by agency in a Deposit Account

With respect to my credit history. I understand that my participation in a debt repayment program may change information, which is already on my credit report. If my credit report reflects that I have paid creditors as agreed in the past, a Debt Management Plan could have a negative impact on creditworthiness decision by a potential creditor, landlord, or employer in the future.

 With respect to additional creditor charges and duration of the DMP, I understand that estimated finance charges, fee or penalties imposed by creditors may increase my overall indebtedness as well as the length of time required to fully pay my creditors over and above the estimates provided by agency. I further understand that increasing my DMP deposit may have a favorable impact on these charges, reducing the amount of time estimated to achieve completion of my DMP. Therefore, as it is in my best interest, I will mak every effort to increase my deposit whenever possible. Agency will provide as precise an estimate as possible for the duration of the DMP. However, a DMP should not extend more than 48 months, unless otherwise stated.                                                                                                                                                                               

Termination of agreement:

1.        I understand that agency reserves the right to discontinue my Debt Management Plan if I fail to make two (2) consecutive monthly deposits in full or I make more than four (4) partial deposits in a year’s time totaling less than fifty (50) percent of my required deposit. Creditor cooperation depends on consistent payments through agency. A Debt Management Plan can not be re-opened without re-counseling.                                                                                                  

2.       I understand that this agreement can be terminated immediately by agency if it is found that I have provided any false information to agency, or if I have paid creditors on my own, or if I fail to comply with any other provisions, terms, or conditions of this agreement. I understand that I can terminate this agreement for any reason by providing written notice to agency. If this agreement is terminated by agency, or me, any money left in my account will be paid to my creditors, unless otherwise required by law. I understand that if my DMP is terminated, it is my responsibility to notify my creditors.                                                                                                                       

3.       I understand that my creditors voluntarily cooperate with agency in this debt repayment plan. I further understand that if I miss one or more deposits or make partial deposits, or for any other reason they deem appropriate, my creditors reserve the right to discontinue any concessions made to me under the DMP with respect to interest, penalties, and fees.

Other provisions:

1.       Agency agrees to send me periodic statements of payments made through agency. I agree to monitor my statements from creditors to verify that payments have been received and to notify agency of significant differences between the balances on creditor statements and agency statements. I understand that I have the right to review my file in the presence of an agency staff member during regular business hours.

2.       I understand that though a counselor may answer questions about bankruptcy, agency does not provide legal advice. If legal advice is needed, I will seek the appropriate assistance.

3.       I understand that agency, in its discretion, may make changes to this agreement including increases in monthly service charges, by giving me thirty- (30) days notice.

4.       I understand that authorized agency staff or others with legitimate authority to monitor agency practices may review my file for quality assurance, compliance, and research purposes. If such a review should occur, I understand that my identity will be kept confidential in any finding.

5.       I hereby agree to hold agency, its employees, officers, directors, and agents harmless from any claim, suit, action or demand made by any of my creditors and any other person, which in any manner may arise from any action or inaction taken by agency, or my creditors, in connections with any services rendered by agency for me.

6.       I instruct you to provide any information that I have given to you that may be requested by any creditor(s) to whom I owe money and who will be considering me for a Debt Management Plan.

Usage of Credit:

I hereby certify that all of my credit cards have either been returned to the creditor, lost, destroyed, or turned into agency for disposal. I voluntarily agree that no further charges will be made on the accounts. In the event that there is no balance on an account, I will request that the creditor close the account. I further understand and agree that I will not apply for, nor will I ask anyone for more credit or assume any new debts without prior agency approval. 

I acknowledge that I have read and understand each of the above provisions, terms, and conditions of this agreement. Both thye agency and I have received a copy of this agreement. Agency and I agree that there are no other agreements, promises, or representations, unless executed in writing between agency and me other than those contained in this agreement.

Please enter the Name of the Counselor who is assisting you.

I acknowledge that I have read and understand each of the
     above provisions, terms, and conditions of the DMP agreement.
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