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<section class="bg-ivory-200">
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<div class="py2 wrapper">
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<h2 class="fw4 ma0">When People Need Help Managing Their Money</h2>
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<ol>
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<li><a href="https://www.ssa.gov">SSA Home</a></li>
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<li aria-current="page">Representative Payee Program</li>
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</ol>
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</article><!--END FIRST COLUMN-->
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<!-- FIRST COLUMN -->
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<article class="cell w-100 m-w-20">
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<p class="js-toggle navigation_class"><a href="index.htm">Representative Payee Home</a></p>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Organizational Payee</a>
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<section class="js-toggle-content">
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<p><a href="become.htm">Become an Organizational Payee</a></p>
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<p><a href="training2.htm">Training for Organizational Payees</a></p>
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<p><a href="NewGuide/toc.htm">Guide for Organizational Payees</a> (<a href="documents/SP-Guide for Organizational Representative Payees.pdf">Spanish</a>)</p>
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<p><a href="fosteryouth.htm">Resource Hub of Representative Payees for Foster Children</a></p>
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<p><a href="best.htm">Organizational Best Practices</a></p>
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<p><a href="https://secure.ssa.gov/acu/IRESWeb/registration.jsp">Establishing a Representative Payee Account</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Individual Payees</a>
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<section class="js-toggle-content">
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<p><a href="https://www.ssa.gov/pubs/EN-05-10076.pdf">Guide for Individual Payees</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Beneficiary Information</a>
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<section class="js-toggle-content">
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<p><a href="bene.htm">Beneficiaries Who Have a Payee</a></p>
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<p><a href="advance_designation.htm">Advance Designation</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Payee Accounting</a>
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<section class="js-toggle-content">
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<p><a href="form/index.htm">Complete your payee accounting online</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">More Information</a>
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<section class="js-toggle-content">
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<p><a href="newpubs.htm">Payee Publications </a></p>
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<p><a href="#">Frequently Asked Questions for:</a></p>
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<p><a href="faqrep.htm">Representative Payee</a></p>
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<p><a href="faqbene.htm">Beneficiaries who have a Payee </a></p>
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<p><a href="faqacct.htm">Representative Payees Completing Accounting Online </a></p>
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<p><a href="isn_contractors.htm">Representative Payee Reviews and Educational Visits Conducted by the Protection and Advocacy System</a></p>
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<p><a href="fee_fact_sheet.htm">Fee For Service</a></p>
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</section>
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</div>
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</article><!-- END FIRST COLUMN-->
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<!--SECOND COLUMN-->
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<article class="cell w-100 m-w-80">
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<h3>Representative Payee</h3>
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<p>Social Security's Representative Payment Program provides benefit payment management for our beneficiaries who are
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incapable of managing their Social Security or Supplemental Security Income (SSI) payments. We appoint a suitable
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representative payee (payee) who manages the payments on behalf of the beneficiaries. Generally, we look for family
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or friends to serve as payees. When friends or family members are not able to serve as payees, we look for qualified
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organizations. We also offer the option to advance designate up to three individuals who could serve as payee for you if the need arises. If you are concerned that someone you know becomes incapable of managing or directing the management
|
||
of his or her benefits, please call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment to discuss
|
||
your concerns.</p>
|
||
<p>Payees may receive an annual Representative Payee Report to account for the benefit payments received. Due to a recent change in the law, we no longer require the following payees to complete an annual Representative Payee Report:
|
||
<ul>
|
||
<li>Natural or adoptive parents of a minor child beneficiary who primarily reside in the same household as the child;</li>
|
||
<li>Legal guardians of a minor child beneficiary who primarily reside in the same household as the child;</li>
|
||
<li>Natural or adoptive parents of a disabled adult beneficiary who primarily reside in the same household with the beneficiary; and</li>
|
||
<li>Spouse of a beneficiary.</li>
|
||
</ul>
|
||
</p>
|
||
<p>Although these groups of payees no longer have to complete the annual Representative Payee Report, all payees are responsible for keeping records of how the payments are spent or saved, and making all records available for review if requested by SSA.</p>
|
||
<p>We mail an annual Representative Payee Report to the payees who are required to complete the report. Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their <a href="https://www.ssa.gov/myaccount/">my Social Security</a> account. </p>
|
||
<p align="center"><a href="https://www.ssa.gov/myaccount/"><img border="0" alt="Complete your Payee Accounting Online" src="images/18-709_Button_01.jpg" width="360" height="110"></a><br />
|
||
</p>
|
||
<p>State mental institutions that participate in our onsite review program also do not have to file an annual Representative Payee Report.</p>
|
||
<p>Organizational representative payees are able to complete their Representative Payee Report online by using Business Services Online.</p>
|
||
<p align="center"><a href="https://www.ssa.gov/bso/bsowelcome.htm"><img src="images/18-709_Button_02.jpg" alt="Business Services Online for Organizational Payees" /></a></p>
|
||
<p>Additionally, we may select any payee for an educational visit and payee review. For more information, see <a href="reviews_by_Protection_and_Advocacy.htm">Representative Payee Reviews and Educational Visits Conducted by the Protection and Advocacy System</a>. </p>
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