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When you fill out the Representative Payee Report, you can add the amounts in each column of your worksheet and put the totals on the accounting form. If you need extra worksheets, call 1 -800-772-1213 (TTY 1-800-325-0778). To supplement our annual accounting process, we may select you for an onsite review.
The payee's job is to receive the SSDI or SSI funds and make sure they are spent for the care and well-being of the recipient. This guide for representative payees will explain what a representative payee is and why Social Security might appoint a "rep payee."
Dec 29, 2022 · 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 my Social Security account, they can file it online using the Representative Payee portal.
The role of a representative payee. What is a representative payee. 1. A representative payee is a person or an organization. The Social Security Administration . appoints a payee to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of their benefits.
Mar 31, 2023 · Your representative payee receives your disability payments and manages how that money is spent. Your Social Security payee must: spend your disability benefits appropriately for your needs. properly account for the money spent, and. report certain changes in your life or living situation to the Social Security Administration (SSA).
Oct 10, 2018 · Among a range of duties, payees must: Use the beneficiary’s Social Security or SSI payments to meet his or her essential needs, such as food, shelter, household bills and medical care. The money can also be used for personal needs like clothing and recreation.
Apr 25, 2024 · A representative payee is someone who receives your monthly benefit payment on your behalf and must use the money to pay for your current needs. These include: Food. Clothing. Personal care items. Housing and utilities. Medical and dental expenses. Rehabilitation expenses (if you have a disability). If you need help managing your benefits, tell ...
