MyDirectPlan for Brokers and Service Agencies

MyDirectPlan now supports Brokerages and Private Service Agencies who are looking to electronically submit Passport claims. 

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We offer live weekday support by form, email, or phone.

Get exclusive access to weekday support via email or phone from 10:00 AM to 6:00 PM EST.

MyDirectPlan Features


Manage and keep track of all your clients and expenses.

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Recipient Management

Enables you to keep track of the budget for every client.

Track Submissions

Submit expenses directly through MyDirectPlan and track your claim status in real-time. 

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Access to insightful reports that help you stay organized and plan for the future. 

Provide Transparency and Visibility to your Clients

Your clients can get a full picture of how their funding is being used.

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Frequently Asked Questions

Interested in learning more?

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Important Announcements!

The new and improved MyDirectPlan is now available!

To experience these enhancements firsthand, please login to your account using the "Sign In" button.

Important Changes to SSAH and Passport Guidelines

Keep up to date with the latest updates to the SSAH and Passport Guidelines.

Learn more about the updates for Passport here and SSAH here.

Have additional questions? We offer live weekday support from 10am-6pm. Email us at

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