Social Security Personal Representative

What is social security personal representative?

A social security personal representative, also known as a designated representative, is an individual who is authorized to act on behalf of a Social Security beneficiary. This representative can handle various administrative tasks related to the beneficiary's Social Security benefits, such as filing claims, providing information, and managing paperwork. The personal representative plays a crucial role in ensuring that the beneficiary's interests are protected and that their Social Security benefits are managed effectively.

What are the types of social security personal representative?

There are three types of social security personal representatives:

Authorized Representative - This type of representative has the authority to act on behalf of the beneficiary in all matters related to Social Security benefits.
Representative Payee - A representative payee is appointed by the Social Security Administration to receive and manage the beneficiary's benefits on their behalf, ensuring that the funds are used for their intended purposes.
Power of Attorney - If a beneficiary grants power of attorney to someone, that person can act as their personal representative for Social Security matters.

How to complete social security personal representative

To complete the process of designating a social security personal representative, follow these steps:

01
Obtain the necessary forms from the Social Security Administration or their website.
02
Fill out the forms with accurate and up-to-date information.
03
Submit the forms to the Social Security Administration by mail or in-person.
04
Await confirmation from the Social Security Administration regarding the approval of the personal representative designation.
05
Once approved, provide the designated personal representative with necessary documentation and information to fulfill their role effectively.

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Questions & answers

You can also order a copy by calling 1-800-772-1213 (TTY 1-800-325-0778). As a representative payee, you're responsible for keeping records and reporting on how you spend the benefits by completing a Representative Payee Report (Form SSA-623, SSA-6230, or SSA-6233). We'll mail the proper form to you once a year.
To complete a Form SSA-1724, you need to provide the following information: Name of deceased. Social security number of deceased. Name of worker. Death date and state of residence of deceased. Name of applicant. Relationship to deceased. Next of kin or legal representative of deceased. Signature of applicant.
Keeping records You also can file the report online at www.socialsecurity.gov/payee. You must complete the report even if you are the beneficiary's legal guardian. You may choose to use the worksheet in the center of this booklet to help you keep track of the money you spend.
A representative payee is a person or an organization. We appoint a payee to receive the Social Security or SSI benefits for anyone who can't manage or direct the management of his or her benefits. .
The office is listed under U. S. Government agencies in your telephone directory or you may call 1-800-772-1213 for the address. You may send comments on our estimate of the time needed to complete the form to: SSA, 1338 Annex Building, Baltimore, MD 21235-6401.
Form SSA-1696 | Claimant's Appointment of a Representative If you have a case before us and need assistance, you can appoint a representative to help you. Your representative can be an attorney or a non-attorney, but must be qualified and comply with our published rules of conduct.