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Representative Payee

[big-title] Representative Payee: Bootcamp![/big-title]
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What is a Representative Payee?

[p]A representative payee is an individual or organization appointed by the Social Security Administration to receive Social Security and/or SSI benefits for someone who cannot manage or direct someone else to manage his or her money. Even if the special needs individual has given someone a power of attorney, the Social Security Administration will likely still need to appoint a Rep Payee. The Rep Payee cannot take a fee for this service unless approved by the Social Security Administration.[/p]
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What are the duties of the rep payee?

[p]A rep payee acts on behalf of the beneficiary. A rep payee is responsible for everything related to benefits that a capable beneficiary would do for himself or herself. The Social Security Administration encourages rep payees to go beyond just managing finances and to be actively involved in the beneficiary’s life. Duties include:[/p]
[one-half last=false] [list-ul type="arrow"] [li-row]Determine the beneficiary’s needs and use his or her payments to meet those needs [/li-row] [li-row]Save any money left after meeting the beneficiary’s current needs in an interest bearing account or savings bonds for the beneficiary's future needs [/li-row] [li-row]Report any changes or events which could affect the beneficiary’s eligibility for benefits or payment amount [/li-row] [li-row]Keep records of all payments received and how they are spent and/or saved [/li-row][li-row]Provide benefit information to social service agencies or medical facilities that serve the beneficiary [/li-row] [/list-ul] [/one-half] [one-half last=true] [list-ul type="arrow"] [li-row]Help the beneficiary get medical treatment when necessary [/li-row] [li-row]Notify SSA of any changes in your (the payee's) circumstances that would affect your performance or continuing as payee[/li-row] [li-row]Complete written reports accounting for the use of funds[/li-row][li-row]Return any payments to which the beneficiary is not entitled to SSA[/li-row] [/list-ul] [/one-half] [/two-third] [one-third last="true"] [/one-third] [/tab]

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How do you apply to be a Rep Payee?

[p]You should contact the SSA office nearest you to apply to be a payee. You must then submit an application, form SSA-11 (Request to be selected as payee) and documents to prove your identity. You will need to provide your social security number or if you represent an organization, the organization's employer identification number. SSA requires you to complete the payee application in a face-to-face interview (with certain exceptions).[/p] [/two-third] [one-third last="true"]
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What type of record keeping should the Rep Payee do?

[p]In short, the Rep Payee should keep ALL records including bills, receipts of payments and bank records.A checking account will most likely be setup so that checks can be saved as proof of payment.[/p]
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How to setup a Rep Payee Account?

[p]The Rep Payee can open an account with a bank making title to the account clear that it is "representative payee for" the beneficiary. Check with bank officer to make sure it complies with their policies.[/p]
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What can the Rep Payee spend the benefits for?

[p]Benefits should be used for current needs such as food, clothing, shelter, utilities, dental and medical care and personal comfort items, or reasonably foreseeable needs. If not needed for these purposes, the benefits must be conserved or invested on behalf of the beneficiary. Where the beneficiary has unmet current maintenance needs, saving benefits serves little purpose and would not be in the beneficiary's best interests.[/p]
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What if you are unsure if you can make a payment?

[p]It is always better to check with someone before you payout benefits. So if you are unsure, contact the Social Security Administration at 1-800-772-1213 between 7 a.m. and 7 p.m. on business days, or contact your local Social Security Administration office between 9 a.m. and 4 p.m. on business days. People who are are deaf or hearing impaired may call toll-free "TTY" number, 1-800-325-0778, between 7 a.m. and 7 p.m. on business days. [/p]
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[big-title2]Kokua Network goes to great lengths to provide accurate information. Kokua Network is not rendering legal, tax, accounting or other professional advice or services and you should talk to a attorney, accountant or any other professional local to your area who is knowledgeable of the rules and regulations that apply in your unique situation. Kokua Network should be used as a general guide only.[/big-title2]