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<h1 class="m-fs4 fw7 mt2 mb2 headline">Understanding the Need for a Representative Payee</h1>
<p class="fs1 mb2 gray-lighter bc-gray metabox">December 29, 2022 •
By <a href="https://blog.ssa.gov/author/709922a92f4b03544b7ca7e65b48126fbb562cac/" title="Posts by Stephen McGraw, Acting Deputy Associate Commissioner, Office of Strategic and Digital Communications" class="author url fn" rel="author">Stephen McGraw, Acting Deputy Associate Commissioner, Office of Strategic and Digital Communications</a> </p>
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<p class="fs1 bb bc-gray pb3"><strong><em>Last Updated:&nbsp;November 2, 2023</em></strong></p>
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<p><img fetchpriority="high" decoding="async" class="alignleft wp-image-7049 size-medium" src="https://blog.ssa.gov/wp-content/uploads/2022/12/Understanding-the-Need-for-a-Representative-Payee-300x300.jpg" alt="an older adult and younger adult working together at a computer screen" width="300" height="300" srcset="https://blog.ssa.gov/wp-content/uploads/2022/12/Understanding-the-Need-for-a-Representative-Payee-300x300.jpg 300w, https://blog.ssa.gov/wp-content/uploads/2022/12/Understanding-the-Need-for-a-Representative-Payee-125x125.jpg 125w, https://blog.ssa.gov/wp-content/uploads/2022/12/Understanding-the-Need-for-a-Representative-Payee.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />You may know someone who gets a monthly Social Security benefit or Supplemental Security Income payment and who also needs help managing their money. If someone you know needs help, we can appoint a person or an organization to act as a “representative payee” responsible for receiving and managing a persons benefits.</p>
<p>When we assign a representative payee, we select someone who knows the beneficiarys needs and can make decisions about how to best use their benefits for their care and wellbeing. Representative payees are responsible for completing an annual form to account for the benefit payments they receive and manage. They must complete this form and return it to Social Security by mail or, if they have a personal <em><a href="https://www.ssa.gov/myaccount"><span class="red-text">my</span></a></em><a href="https://www.ssa.gov/myaccount"><span style="color: #3366ff;"> Social Security</span></a><a href="https://www.ssa.gov/myaccount"> account</a>, they can file it online using the <a href="https://www.ssa.gov/myaccount/rep-payee.html">Representative Payee portal</a>. Account holders can get a benefit verification letter and manage direct deposit and wage reporting for their beneficiaries.</p>
<p>You also have the option to identify, in advance, up to three people you trust to serve as your future representative payee and help manage your benefits, if the need arises. We call this Advance Designation. We offer Advance Designation to capable adults and emancipated minors who are applying for or already receiving Social Security benefits, Supplemental Security Income, or Special Veterans Benefits. With Advance Designation, you and your family can enjoy peace of mind knowing someone you trust may be appointed to manage your benefits.</p>
<p>Find more information about:</p>
<ul>
<li><a href="https://www.ssa.gov/payee/advance_designation.htm">Advance Designation</a>.</li>
<li><a href="https://www.ssa.gov/payee/">Representative Payees</a>.</li>
<li><a href="https://www.ssa.gov/payee/rp_training2.html">Training videos</a> on the duties of a representative payee.</li>
<li><a href="https://www.ssa.gov/payee/newpubs.htm">Publications</a> about representative payees.</li>
</ul>
<p>If you know someone who needs help managing their monthly benefits, please consider becoming a representative payee. You can also help by sharing this information with friends and family.</p>
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<hr class="mb2 after-content"><p class="fs1 gray-lighter"><strong>Tags:</strong> <a href="https://blog.ssa.gov/tag/representative-payee/" aria-label='representative payee Tag' rel="tag">representative payee</a>, <a href="https://blog.ssa.gov/tag/retirement-2/" aria-label='retirement Tag' rel="tag">retirement</a>, <a href="https://blog.ssa.gov/tag/retirement-benefits/" aria-label='retirement benefits Tag' rel="tag">retirement benefits</a>, <a href="https://blog.ssa.gov/tag/social-security-benefits/" aria-label='Social Security benefits Tag' rel="tag">Social Security benefits</a>, <a href="https://blog.ssa.gov/tag/social-security-disability-benefits/" aria-label='social security disability benefits Tag' rel="tag">social security disability benefits</a>, <a href="https://blog.ssa.gov/tag/ssi/" aria-label='SSI Tag' rel="tag">SSI</a>, <a href="https://blog.ssa.gov/tag/supplemental-security-income/" aria-label='supplemental security income Tag' rel="tag">supplemental security income</a></p> <a class="btn px3" href="#comments-anchor">See Comments</a>
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<h2 class="fs2 fw6 mb0 mt4">About the Author</h2>
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<img data-del="avatar" alt="Stephen McGraw, Acting Deputy Associate Commissioner, Office of Strategic and Digital Communications" src='https://blog.ssa.gov/wp-content/uploads/2022/08/stephen-mcgraw-scaled-e1660656731116-125x125.jpg' class='avatar pp-user-avatar avatar-60 photo mt0 br-100' height='60' width='60'/> <div class="ml3 mt3">
<h3 class="fs2 fw6 mb0"><a href="https://blog.ssa.gov/author/709922a92f4b03544b7ca7e65b48126fbb562cac/" title="Posts by Stephen McGraw, Acting Deputy Associate Commissioner, Office of Strategic and Digital Communications" class="author url fn" rel="author">Stephen McGraw, Acting Deputy Associate Commissioner, Office of Strategic and Digital Communications</a></h3>
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<h3 class="fs2 fw6 mb0">Johnny M.</h3>
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<time datetime="March 22, 2023 10:53AM">
March 22, 2023 10:53AM </time>
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<p>I applied for social security at the age of 67 years old while I was still employed but when I retired from that job my social security benefits was cut in half. I&#8217;ve since re-entered the job market, should the social security administration increase my benefits to what it was originally when I working before?</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
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<time datetime="March 23, 2023 8:16AM">
March 23, 2023 8:16AM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Johnny. Thanks for visiting our blog.&nbsp;<span style="color: #444444;">Unfortunately, your question is a bit more complex than we can answer in this forum.&nbsp;</span><span style="color: black; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can <a name="_Hlk93922174"></a>call us at 1-800-772-1213, Monday through Friday, between 8:00 a.m. and 7:00 p.m., for assistance. </span><span class="Heading2Char"><span style="line-height: 107%;">You can also contact your&nbsp;local&nbsp;</span></span><a href="https://secure.ssa.gov/ICON/main.jsp" target="_blank" rel="noopener"><span class="Heading2Char"><span style="line-height: 107%; text-decoration: none;">Social Security office</span></span></a></span><span class="Heading2Char"><span style="font-size: 13.0pt; line-height: 107%;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">. We hope this helps.</span></span></span></p>
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<h3 class="fs2 fw6 mb0">Victor W.</h3>
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<time datetime="March 22, 2023 10:08AM">
March 22, 2023 10:08AM </time>
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<p>I HAVE QUESTIONS ABOUT SOCIAL SECURITY. </p>
<p>PLEASE CALL ME AND ALLOW ME TO RECEIVE YOUR ANSWERS.</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="March 23, 2023 6:24AM">
March 23, 2023 6:24AM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Victor. Thanks for visiting our blog.&nbsp;<span style="color: black; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can <a name="_Hlk93922174"></a>call us at 1-800-772-1213, Monday through Friday, between 8:00 a.m. and 7:00 p.m., for assistance. </span><span class="Heading2Char"><span style="line-height: 107%;">You can also contact your&nbsp;local&nbsp;</span></span><a href="https://secure.ssa.gov/ICON/main.jsp" target="_blank" rel="noopener"><span class="Heading2Char"><span style="line-height: 107%; text-decoration: none;">Social Security office</span></span></a></span><span class="Heading2Char"><span style="font-size: 13.0pt; line-height: 107%;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">. We hope this helps.</span></span></span></p>
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<h3 class="fs2 fw6 mb0">Rose H.</h3>
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<time datetime="June 14, 2023 11:06AM">
June 14, 2023 11:06AM </time>
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<p>I am the guardian of my adult son. Is he able to make changes without me on the account?</p>
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<h3 class="fs2 fw6 mb0">Denise E.</h3>
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<time datetime="March 10, 2023 9:32PM">
March 10, 2023 9:32PM </time>
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<p>I am my son&#8217;s payee. I am getting to old for this responsibility. My son needs a direct express card, he is capable of managing his money in my honest opinion. How can I see this happen?</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="March 20, 2023 8:35AM">
March 20, 2023 8:35AM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Denise. Thanks for visiting our blog.&nbsp;<span style="line-height: 107%;">Unfortunately, your question is a bit more complex than we can handle in this forum.&nbsp;</span><span style="color: #241f21; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Please contact your local </span><a href="https://secure.ssa.gov/ICON/main.jsp"><span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Social Security office</span></a></span><span style="font-family: 'Source Sans Pro', sans-serif; color: #241f21; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"> for assistance.<span style="mso-spacerun: yes;"> We hope this helps.&nbsp;</span></span></span></p>
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<h3 class="fs2 fw6 mb0">Mariah G.</h3>
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<time datetime="March 1, 2023 6:43AM">
March 1, 2023 6:43AM </time>
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<p>I&#8217;m New at this just got my son&#8217;s benefits today I was wondering if it would be okay to pay my rent and car payment and utilities bills with that money</p>
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<li class="comment-box bg-gray-100 ba bc-gray pa3 mt4 mb3" id="comment-786959">
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src="https://blog.ssa.gov/wp-content/themes/firefly/assets/images/logo.jpg"/>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="March 2, 2023 10:26AM">
March 2, 2023 10:26AM </time>
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<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Hi, Mariah. Thanks for visiting our blog.&nbsp;</span><span style="font-size: 12.0pt; font-family: 'Arial',sans-serif;"><span style="font-family: arial, helvetica, sans-serif;">First, you must take care of your son&rsquo;s day-to-day needs such as food and shelter. For more information about how you must use the monthly benefits as his representative payee, please read our publication, <strong><span style="color: #0070c0;"><a href="https://www.ssa.gov/pubs/EN-05-10076.pdf"><span style="color: #0070c0;">A Guide for Representative Payees</span></a>. </span></strong>We hope this helps.</span> </span></p>
<p class="MsoNormal"><span style="font-size: 12.0pt; font-family: 'Arial',sans-serif; color: #1f497d;">&nbsp;</span></p>
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<h3 class="fs2 fw6 mb0">Ann D.</h3>
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<time datetime="January 20, 2023 7:51PM">
January 20, 2023 7:51PM </time>
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<p>I went to a SSA office about a year or so ago and the gentleman at the window, after he helped me, said to go to this SSA office located in the zip code where I live so they can further help me. I called this office to make an appointment to go in person but those who took my call said, no in person and to mail or fax the requirements. I mailed requirements but still no feedback, and it&#8217;s been two (2) years now. Please help! Kindly give me the contact info of Supervisor and office so I could file a complaint. Thank you!</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
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<time datetime="January 24, 2023 8:01AM">
January 24, 2023 8:01AM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Ann.&nbsp;<span style="color: #2f2f2f; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">We are sorry to hear about your experience. You can submit feedback by visiting our&nbsp;</span><a href="https://www.ssa.gov/agency/contact/" target="_blank" rel="noopener"><span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Contact Social Security page</span></a><span style="color: #2f2f2f; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">. Once there, select the &ldquo;Email Us&rdquo; link. This will take you to the &ldquo;Email A Question to our Support Team&rdquo; form where you can complete and submit a compliment, complaint, or suggestion. We hope this helps.</span></span></p>
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<h3 class="fs2 fw6 mb0">Connie B.</h3>
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<time datetime="January 20, 2023 1:20PM">
January 20, 2023 1:20PM </time>
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<p>Well,irun out of money after my bills &amp; tithe is paid. That means not enough grocery/otc/cleaning.<br />
Can&#8217;t hire home repair. I am a widow w ins to cover problems leaving me broke&#8230;I can&#8217;t have FS &amp; otc is $16mo! One bottle of cleaner can be More than $16.<br />
Glad I get more than $1700 cause I would die.</p>
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<h3 class="fs2 fw6 mb0">Connie D.</h3>
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<time datetime="January 27, 2023 8:15PM">
January 27, 2023 8:15PM </time>
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<p>No one offered me help<br />
I don&#8217;t know what to do. My rent is yet to be paid. I stole $100 out of savings with no way to replace it. So I own $200 period.</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="January 30, 2023 8:50AM">
January 30, 2023 8:50AM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Connie. We are sorry to hear about your situation.&nbsp;</span><a name="_Hlk82150026"></a><span style="font-size: 12.0pt; font-family: 'Arial',sans-serif; color: #444444;"><span style="font-family: arial, helvetica, sans-serif;">You may be eligible to receive social services from the state in which you live. These services include free meals, housekeeping help, transportation, or help with other problems. To get information about services in your area and find out if you qualify, you will need to contact your state or local social services or welfare office. We hope this helps.</span></span></p>
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<h3 class="fs2 fw6 mb0">HERMINIO C.</h3>
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<time datetime="January 12, 2023 5:30PM">
January 12, 2023 5:30PM </time>
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<p>Militar desabilitado , fuy estorcionado POR muchos anos ; POR la personona que ustedes decisnaron como mi administradora .<br />
Fuy enserado en un hospital siquiatrico por no SER complice de SU frude al seguro de mi casa ,la cual LE tuve que regalar para liberalme de ella .</p>
<p> DOS CASAS CINCO CARROS , MI CREDITO LO ARUINO .<br />
A LOS CECENTA Y HOCHO ANOS ,NO TENGO UN SITIO SEGURO .<br />
ESTE ES EL PAGO POR SELVIR A ESTE PAIS POR 23 ANOS COMO MILITAR .<br />
MARDITO DE USTEDES EL QUE DIGA<br />
GRASIAS POR TU SERVICIO.<br />
SI USTEDES CIENTEN LO QUE DICEN . HAGAN JUSTICIA!!!!!!!!!!!!<br />
COMUNIQUECEN CONMIGO .</p>
<p> USTEDES CON SUS INCUBRIMIENTOS AN COLANORADO CON EL SUICIDIO DE MUCHISIMOS VETERANOS .</p>
<p> GRASIAS POR SUS ……..</p>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="January 13, 2023 8:18AM">
January 13, 2023 8:18AM </time>
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<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Hi, Hermino.&nbsp;<span style="line-height: 107%; color: #2f2f2f;">For information in Spanish, please visit us at&nbsp; </span><a href="http://www.segurosocial.gov/"><span style="line-height: 107%;"><a href="http://www.segurosocial.gov" rel="nofollow ugc">http://www.segurosocial.gov</a></span></a><span style="line-height: 107%; color: #2f2f2f;">, </span><a href="http://www.facebook.com/segurosocial"><span style="line-height: 107%;"><a href="http://www.facebook.com/segurosocial" rel="nofollow ugc">http://www.facebook.com/segurosocial</a></span></a><span style="line-height: 107%; color: #2f2f2f;">, or </span><a href="http://www.twitter/segurosocial"><span style="line-height: 107%;"><a href="http://www.twitter/segurosocial" rel="nofollow ugc">http://www.twitter/segurosocial</a></span></a><span style="line-height: 107%; color: #2f2f2f;">.&nbsp; For Social Security information in other languages, please visit us at </span><a href="http://www.ssa.gov/multilanguage"><span style="line-height: 107%;"><a href="http://www.ssa.gov/multilanguage" rel="nofollow ugc">http://www.ssa.gov/multilanguage</a></span></a></span><span style="font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; color: #2f2f2f;"><span style="font-family: arial, helvetica, sans-serif;">. Thanks!</span></span></p>
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<h3 class="fs2 fw6 mb0">Anita C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="January 8, 2023 9:24PM">
January 8, 2023 9:24PM </time>
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<p>If a person goes into a residential home can you still be the payee of that person.</p>
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<h3 class="fs2 fw6 mb0">Anita C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="January 8, 2023 9:29PM">
January 8, 2023 9:29PM </time>
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<p>If a person goes into a residential home can you still be the beneficiary of that person.</p>
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<div class="comment-author fx fx-ai-c mt0">
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src="https://blog.ssa.gov/wp-content/themes/firefly/assets/images/logo.jpg"/>
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<h3 class="fs2 fw6 mb0">A.C.</h3>
<p class="fs1 gray-lighter mt0">
<time datetime="January 10, 2023 1:52PM">
January 10, 2023 1:52PM </time>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Hi, Anita.&nbsp;<span style="line-height: 107%;">Unfortunately, your question is a bit more complex than we can handle in this forum.&nbsp;</span><span style="color: black; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can <a name="_Hlk93922174"></a>call us at 1-800-772-1213, Monday through Friday, between 8:00 a.m. and 7:00 p.m., for assistance. </span><span class="Heading2Char"><span style="line-height: 107%;">You can also contact your&nbsp;local&nbsp;</span></span><a href="https://secure.ssa.gov/ICON/main.jsp" target="_blank" rel="noopener"><span class="Heading2Char"><span style="line-height: 107%; text-decoration: none;">Social Security office</span></span></a></span><span class="Heading2Char"><span style="font-size: 13.0pt; line-height: 107%;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">. For more information about representative payees, please visit our <a href="https://www.ssa.gov/payee/" target="_blank" rel="noopener">When People Need Help Managing Their Money</a> page. We hope this helps.</span></span></span></p>
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<h3 class="fs2 fw6 mb0">Bizhan r.</h3>
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<time datetime="January 13, 2023 6:18AM">
January 13, 2023 6:18AM </time>
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<p>Yes, of course. If people need to help We can assist them</p>
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<h3 class="fs2 fw6 mb0">Gina R.</h3>
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<time datetime="January 5, 2023 5:20PM">
January 5, 2023 5:20PM </time>
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<p>Can we get help with having someone appointed to helping us with a legal issue and bi problem with a trustee?</p>
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<h3 class="fs2 fw6 mb0">Kane W.</h3>
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<time datetime="January 6, 2023 8:14AM">
January 6, 2023 8:14AM </time>
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<p>Yes, you can get help with having someone appointed to help you with a legal issue and bi problem with a trustee. You should contact a lawyer or legal aid organization to get assistance with the process. Depending on the specifics of your situation, they may be able to provide advice on how to best approach the issue, or they may be able to provide representation to help you navigate the process.</p>
<p><a href="https://stemfixer.com/" rel="nofollow ugc">https://stemfixer.com/</a><br />
One-stop problem solving</p>
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<h3 class="fs2 fw6 mb0">Judy R.</h3>
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<time datetime="January 5, 2023 4:15PM">
January 5, 2023 4:15PM </time>
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<p>Please limit “Tonys” comments. I cant get to the other comments because of his ranting.</p>
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<p class="pl2 gray fs1 pt2 pr4"><span class="fs3 fw5 ssa" style="line-height: 1; color: #222 !important;">Social Security Administration</span><br>Our mission is to deliver Social Security services that meet the changing needs of the public.</p>
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