Representative Payees

by admin on May 22, 2019

Some people who receive Social Security or SSI benefits are unable to manage their personal business for themselves. This could be due to a disability or a medical condition. In these cases Social Security will designate another person or an organization to handle their benefits for them. This person is designated their representative payee. Some people think having “Power of Attorney” will entitle them to information, payment, and other dealings with Social Security. Social Security does not recognize “Power of Attorney.” This can be used as a basis for making someone the representative payee.

Representative payees are responsible for using the money from Social Security or SSI benefits for the needs of the individual. They are also responsible for saving any unused money and are required to account for how the money is being spent.

Children are required to have representative payees; this person is typically their parent or the guardian that has custody of the child. Whenever a child is approved for benefits from Social Security or SSI their parent or guardian is required to complete the representative payee application and present their identification in the Social Security office.

An adult that is determined to be incompetent will also be required to have a representative payee. The determination that an individual needs a payee can be made by the local Social Security office. A person’s family, social worker, or nursing home can also request that a payee be assigned to handle the benefits. If you need to apply to become a payee for a friend or relative, submit the application form SSA-11BK, along with your identification in your local Social Security office. Most payee applications require a face to face interview.

Representative payees are required to use the money from Social Security and SSI to meet the needs of the person receiving benefits. This includes seeing to the food, clothing, and shelter needs. Payees are required to save any unused money for future needs. Representative payees are also required to keep Social Security’s records current by reporting any changes of address, marital status, and employment status. They are responsible for seeing to the medical treatment of the individual and any Medicare claims that need to be filed. Payees are required to complete annual reporting of how the money is being used; they are responsible for any overpayments that may arise and ensuring this money is returned to Social Security.

Sometimes having a representative payee can cause a hardship for people receiving benefits from Social Security or SSI. Allegations of fraud and misuse of funds should immediately be reported to the local Social Security office. If you are payee for someone and no longer wish to continue in this role contact Social Security at 1-800-772-1213.

If you are receiving benefits from Social Security or SSI and have a representative payee but wish to manage your money for yourself, you will need to have your doctor write a letter stating you are able to do this for yourself. The doctor’s office will need to fax this letter to the local Social Security office. For more information on becoming your own payee contact Social Security at the 800 number given above.

{ 7 comments }

Disability Benefits Denied The First Time?

May 12, 2019

You might hear people say “Social Security automatically denies your disability claim the first time you apply.” This is simply not true. When you submit your Disability claim in the Social Security office, your Social Security representative will spend about thirty days putting your application together. After the file is complete, your case is transferred [...]

Read the full article →

Social Security Disability Basics

May 2, 2019

To be considered disabled under Social Security you need to have a medical condition that will last for 12 months or longer and prevent you from working in any capacity. Social Security Disability is considered long term disability and does not provide benefits for short term disability. Additionally, Social Security does not award partial disability [...]

Read the full article →

Filing an Appeal for Social Security

April 12, 2019

If Social Security denied your claim or stopped your benefits for any reason you have the right to file an appeal. What type of appeal you file depends on where you are in the appeals process and what State you are living in. The appeal process for Social Security is relatively straightforward. The process for [...]

Read the full article →

Social Security Disabled Widow Benefits

April 2, 2019

If you are a disabled widow age 50 or older you may be able to receive benefits off your spouse’s (or former spouse’s) Social Security record. If your spouse or former spouse has recently passed away you should notify Social Security as soon as possible. Contact the Social Security Administration at 1-800-772-1213. If you are [...]

Read the full article →
Page 1 of 212