Help center

How everything works

Short, plain-English guides — organized by what you're trying to do. Every page prints cleanly if paper works better.

Check your benefits

Run a free eligibility check and understand what the results mean.

Run a free eligibility check

The eligibility check takes about five minutes. It asks basic questions — age, ZIP code, rough income — and co…

Understand your results

Results are grouped by how strong the match looks, based only on the answers given and each program's publishe…

What "needs more information" means

When a question is skipped, programs that depend on it appear under "Needs more information" instead of guessi…

Print and share

Take the results to an appointment or send them to family.

Print the action packet

The action packet is the full plan on paper: the programs to pursue, what to gather, where to apply, renewal e…

Share a one-page snapshot

The snapshot is a single page: top programs, the combined document list, and a QR code — with no personal fina…

Email results to yourself

Entering an email on the results page sends a full copy — every matched program with its estimate, source link…

Apply, track, and keep benefits

Follow each application from start to renewal — and don't lose what's approved.

Track a benefit application

With an account, every application can be tracked from first paperwork to renewal — so nothing lives only in m…

Save the details that get lost

Every call and letter comes with details worth keeping: a confirmation number, the name of the person at the a…

What to do after a denial

Denials are often fixable — missing paperwork and countable-income questions are the most common reasons. The…

Keep the benefits you have

Getting approved is half the job. Most benefits require regular renewal, and life changes — income, assets, mo…

Work together

Invite family or a trusted helper to manage benefits with you.

Invite family or a helper

Benefits are usually a family project. A helper can be invited to one person's profile — and only that profile…

What helpers can and can't do

Two roles, clear boundaries — enforced by the system, not the honor system.

Accept a helper invitation

An invitation email means someone wants help managing their benefits. Accepting requires signing in with the e…

Use the document vault

Agencies ask for the same documents over and over. The vault keeps them encrypted, tagged to a person and a be…

See what helpers changed

No more "did you update Mom's CalFresh?" phone calls — the activity view answers it.

Your account

Profiles, life changes, county comparisons, and settings.

Manage profiles for different people

A profile holds one person's answers. Caregivers managing benefits for a parent keep everything separated — re…

Life changes and what-if questions

Benefits eligibility follows life events. The Life Events page asks a handful of questions about a change and…

Choose which emails you get

Two kinds of email can be turned off: renewal reminders and program change alerts. Deadlines and alerts always…

Delete your data

Deletion is a right, not a favor. A deletion request removes the account and everything tied to it: profiles,…

Trust and safety

How eligibility is decided, and how to stay scam-safe.

How eligibility is decided

Every match is decided by hand-coded rules taken from official program sources — income limits, age requiremen…

Stay scam-safe

Benefit programs attract predators. A few rules of thumb block most of the scams that target seniors.

Can't find it? Email support@discoverseniorbenefits.com — read and answered personally.