Representative Payee

What is a Representative Payee?

A Representative Payee is an individual or organization appointed by the SSA to manage Social Security benefits on behalf of someone who cannot handle their own finances due to age, disability, or other limitations.

Who Can Be a Representative Payee?

• A trusted family member or friend.
• A legal guardian or attorney.
• An organization (such as a nursing home or social service agency).
• Professional payee services approved by the SSA.

Responsibilities of a Representative Payee

• Use the Social Security benefits for the beneficiary’s needs, including food, housing, medical care, and personal expenses.
• Keep detailed records of how funds are spent.
• File an annual report with the SSA.
• Report any changes in the beneficiary’s circumstances (e.g., income changes, address updates, hospitalizations).
• Ensure benefits are used in the beneficiary’s best interest and not for the payee’s personal use.

How to Apply to Be a Representative Payee

To become a Representative Payee, an individual or organization must:

1. Complete Form SSA-11 (Request to Be Selected as Payee)
2. Provide supporting documents (e.g., proof of relationship, financial management capability).
3. Schedule an interview at the local SSA office.
4. Undergo periodic reviews by the SSA to ensure proper use of funds.

For more information, visit the SSA’s official Representative Payee Program page here.

Link.

Created 3/5/2025

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Norm Haug