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Understanding the Representative Payee Program

The Representative Payee Program assists individuals receiving Social Security benefits with managing their payments by assigning a Representative Payee, such as a family member or organization, to oversee spending. The Payee tracks expenses, saves remaining funds, and uses payments for necessities. The Social Security Administration determines if a Payee is needed based on an application assessing money management skills. They prefer a family member or friend as Payee who sees the individual often. If no one is available, an organization may be assigned.

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19 views1 page

Understanding the Representative Payee Program

The Representative Payee Program assists individuals receiving Social Security benefits with managing their payments by assigning a Representative Payee, such as a family member or organization, to oversee spending. The Payee tracks expenses, saves remaining funds, and uses payments for necessities. The Social Security Administration determines if a Payee is needed based on an application assessing money management skills. They prefer a family member or friend as Payee who sees the individual often. If no one is available, an organization may be assigned.

Uploaded by

mofasorg
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd

Social Services Adults Financial

Representative Payee Program


What?
The Representative Payee Program is a Social Security program that assists individuals with management of their Social Security payments. A Representative Payee can be a family member, friend, or qualified organization that is in charge of making sure the individuals Social Security payments are spent appropriately. A Representative Payee is responsible for keeping close track of how the funds are spent and saving any remaining funds for future use. A Representative Payee can use social security funds to pay for food, medical expenses, dental expenses, personal care items, clothing, housing and utilities, rehabilitation services, and other bills.

The support helps me keep track of my spending and stay in line with my budget. -John, adult with FAS

Who?
Individuals who receive Social Security benefits who need help with money organization and management to ensure all of their needs are met.

How?
The Social Security Administration (SSA) determines whether or not a Representative Payee is a good fit for an individual based off information about money management skills provided on the Social Security application. The SSAs first choice for an individuals Representative Payee is a family member or friend that will see the individual often and cares about his or her needs. If there is no family or friends willing to help with money management, the SSA assigns a qualified organization to fulfill this role. If an individual decides that they do not need a Representative Payee after beginning the application process, he or she has 60 days to contact the SSA to appeal the decision.

The Representative Payee was very easy to set up. Even the bank we chose for our daughters account was familiar with the process. Be aware that the program does come with a number of rules that must be followed. -Andrea, parent

Where?
For more information, visit the Social Security Administration website.

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