Social Security Representative Payee Form

What is social security representative payee form?

A social security representative payee form is a document used to designate an individual or organization to manage the Social Security benefits of someone who is incapable of managing their own finances. This form allows the Social Security Administration to appoint a representative payee who will receive and manage the funds on behalf of the beneficiary.

What are the types of social security representative payee forms?

There are several types of social security representative payee forms available, depending on the specific circumstances. The most common types include:

SSA-If you are a family member or friend of the beneficiary and want to apply to become a representative payee.
SSA-11-BK: If you are a non-profit organization applying to be a representative payee for multiple beneficiaries.
SSA-If you are already a representative payee and need to report on the use of benefits.
SSA-If you are a representative payee and need to notify the Social Security Administration of a change in your status or the beneficiary's status.

How to complete social security representative payee form

Completing a social security representative payee form is a straightforward process. Here are the steps to follow:

01
Download the appropriate representative payee form from the Social Security Administration's website or visit a local Social Security office to obtain a hard copy.
02
Provide the required information on the form, including the beneficiary's name and Social Security number, your relationship to the beneficiary, and your contact information.
03
Submit the completed form to the Social Security Administration by mail or in person.
04
Wait for the Social Security Administration to review and process your application.
05
If approved, you will receive further instructions on how to fulfill your responsibilities as a representative payee.

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Video Tutorial How to Fill Out social security representative payee form

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Questions & answers

How Do I Apply to be a Representative Payee? Contact the Social Security office nearest you to apply to be a payee. You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity.
Individual payees who are 18 or older can complete it online by logging in to their my Social Security account.
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. A trusted family member or friend can be nominated to be a representative payee, but is subject to the Social Security Administration's approval.
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 applicant may not serve if he/she: (a) Has been convicted of a violation under section 208, 811 or 1632 of the Social Security Act. (b) Has been convicted of an offense resulting in imprisonment for more than 1 year.
We mail an annual Representative Payee Report to the payees who are required to complete the report. Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their my Social Security account.