Social Security Representative Payee

  When a Representative Payee Manages your $$$  # 10097

What a payee does for you

Your payee receives your monthly benefits and must use the money to pay for your current needs, including:

• Housing and utilities;
• Food;
• Medical and dental expenses;
• Personal care items;
• Clothing; and
• Rehabilitation expenses (if you’re disabled).

After paying those expenses, your payee can use the rest of the money to do things like pay any past-due bills you may have or give you spending money. If there’s money left, your payee should save it for you.

Your payee must keep accurate records of how they spend your money. Your payee must also regularly report this information to Social Security.  Social Security will mail your payee a form once a year. Your payee can either fill out the form and mail it to Social Security or go online at www.socialsecurity.gov/payee to file the report.

If you live in an institution such as a nursing home or hospital, your payee should pay the cost of your care and provide money for your personal needs   READ MORE

How to Change Representative Payee and/or Prove I don’t need one anymore 

Disability Benefits Center

Disability Rights WA. org

Morgan & Weisbrod Attorneys

Internet Representative Payee Accounting Service

Allows individual and organization representatives to file their Representative Payee Report electronically. This includes the following:

  • Form SSA-6230 F 6  for Individual Representative Payee
  • Form SSA-6230 for parents, stepparents and grandparents with minor children in custody
  • Form SSA-6234 for Representative Payee organizations

Allows submission and printing of the appropriate representative payee accounting forms and allows downloading submitted forms for up to 30 days after submission.

You may submit this form online via ssa.gov/payee

Resources for Representative & Payees

Home

Form SSA 1696 Appoint a Representative (Apparently not Payee)

 

Representative Payee Rules & Regulations

From Social Security Handbook

Table of Contents
1600. Representative Payees
1601. When does a beneficiary need a representative payee?
1602. What about a beneficiary under age 18?
1603. What if the beneficiary is age 18 or over?
1604. What kind of evidence shows that a beneficiary needs a representative payee?
1605. What is legal evidence of incapability
1606. What is medical evidence of incapability
1607. What is lay evidence of incapability
1608. What factors does SSA consider in selecting payees?
1609. What is the usual order of preference in selecting a payee for a beneficiary under age 18?
1610. What is the usual order of preference in selecting a payee for a beneficiary age 18 or over?
1611. What evidence is needed before a payee is selected?
1612. SSA’s Advance Notice of a Payee Selection
1613. When does SSA select new representative payee?
1614. Will SSA make direct payment to a beneficiary after a reevaluation shows he or she is now capable?
1615. What if a beneficiary’s ability to manage benefits has improved?
1616. What are the responsibilities of a representative payee?
1617. Use of Benefit Payments
1618. Current Needs of Beneficiary
1619. Past Debts of Beneficiaries
1620. A Beneficiary’s Savings
1621. Blind or Disabled Children Receiving SSI
1622. What should I do with a beneficiary’s conserved funds when I stop serving as a representative payee?
1623. Accounting for Use of Funds
1624. State Mental Institutions that Serve as Representative Payees

6 Steps to apply for Social Security Disability
[youtube https://www.youtube.com/watch?v=RLZGEZBGxbk]

SSI Child Disability Starter Kit (for children under age 18)

Adult Disability Starter Kit(for children age 18 or older)

What you need to know to get Social Secuirty Disabiltiy Benefits # 10153

Disability Benefits # 10029

Reviewing your Disability Publication # 10068

How Social Security decides if you are still disabled # 10053

#Attorney  's that can help you through the Social Security Disability maze

We don't necessarily know these attorney's...

Entering the Community after Incarceration # 10504

Entering Community after incarceration

What prisoners need to know # 10133

What prisoners need to know # 10133

13 comments on “Representative Payee

    • I sent the above to and you replied immediately, thankyou.

      You said I would get a reply within 6 business days, today is probably only number 3, so this is not a complaint letter.

      I contacted you again because my matter is urgent and I was I hoping I could get the process complete in time to prevent my wife receiving the SSA payment for May.

      She has now filed for a Divorce,

      I am afraid that she is now going to use the money to help finance the divorce. If this happens, my wife gets the money, my 10 year old son and I get the consequences,

      • I NEVER said you would get a reply from SSA within 6 days!!! I think you’re confusing this webpage with the other people you are talking to. My ONLY contact with you is in this Q & A. I do NOT work for SSA or receive any compensation from them!

        Try contacting the attorney’s that I’ve linked to on the above page.

  1. I am a SSC Beneficiary.

    My 10 yr old Son receives benefits based on mine.

    I designated my wife as the Rep Payee. Shortly after he was born in 2009

    I would like to be the payee and not her for the following reasons:

    ***We are not posting for privacy reasons

    I cannot go to the Local SSA office now but I called and was told that due to the current crisis I should email my complaint.

      • I sent the above to and you replied immediately, thankyou.

        You said I would get a reply within 6 business days, today is probably only number 3, so this is not a complaint letter.

        I contacted you again because my matter is urgent and I was I hoping I could get the process complete in time to prevent my wife receiving the SSA payment for May.

        She has now filed for a Divorce,

        I am afraid that she is now going to use the money to help finance the divorce. If this happens, my wife gets the money, my 10 year old son and I get the consequences,

        • I NEVER said you would get a reply from SSA within 6 days!!! I think you’re confusing this webpage with the other people you are talking to. My ONLY contact with you is in this Q & A. I do NOT work for SSA or receive any compensation from them!

          Try contacting the attorney’s that I’ve linked to on the above page.

  2. I want to get my benefits directly and not have a representative payee, how do I do that?

    If I can’t do that, how do I change representative payees?

    • Be aware that requests for a change of payee may be denied if your reason for requesting the change involves suspected use of your Social Security Disability benefits for illegal drugs, alcohol abuse, or involvement in other illegal or harmful activities. If you can prove that your payee is misusing your Social Security Disability benefits, you will be able to have a new payee appointed. https://www.disabilitybenefitscenter.org/how-to/change-the-social-security-disability-payee

      What is the standard for SSA’s removal of a rep payee?

      Generally, SSA will remove a rep payee and make direct payment to a beneficiary when the beneficiary demonstrates they are mentally and physically able to manage or direct the management of benefit payments.

      How can a beneficiary prepare for completing SSA’s form requesting removal of a rep payee and for an SSA interview?

      If possible, a beneficiary may want to gather the following documents prior to filling out the SSA form requesting removal of a rep payee and prior to any interview:

      A medical professional’s signed statement of the beneficiary’s capability to manage benefits. If it is not possible to get a statement, a beneficiary may wish to provide the name and contact information for the beneficiary’s treating doctor.

      Signed statements from people who know the beneficiary, like relatives, close friends, and landlords, describing the beneficiary’s ability to manage funds and meet daily needs.

      An official copy of a court order saying that the court believes that you can take care of your
      money; or

      https://www.disabilityrightswa.org/publications/how-change-remove-or-report-representative-payee/

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