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Representative Payee Program
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When People Need Help Managing Their Money

Organizational Payee

Become an Organizational Payee
Training for Organizational Payees
Guide for Organizational Payees
Organizational Best Practices
Protecting Personal Information
Fee for Service Fact Sheet


Individual Payees

Guide for Individual Payees
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Beneficiary Information

Beneficiaries Who Have a Payee
Economic Recovery One-Time Payment
Social Security Online Forms
Social Security's Representative Payment Program provides financial management for the Social Security and SSI payments of our beneficiaries who are incapable of managing their Social Security or SSI payments.

Generally, we look for family or friends to serve in this capacity.

When friends and family are not able to serve as payee, Social Security looks for qualified organizations to be a representative payee.

 

Complete your Payee Accounting Online

The Social Security Administration is looking for individuals or organizations who will serve as representative payees for some of our most vulnerable clients. The webinar will explain the basic duties expected of representative payees and how to help fill the critical shortage of payees. Watch our webinar,

Social Security Needs Your Help to Find Good Representative Payees

The Social Security Administration is looking for individuals or organizations who will serve as representative payees for some of our most vulnerable clients. The webinar will explain the basic duties expected of representative payees and how to help fill the critical shortage of payees. Watch our webinar, "Social Security Needs Your Help to Find Good Representative Payees" to learn more about the responsibilities of a representative payee.

Watch the Webinar (previously recorded)

   
A representative payee helps beneficiaries who need assistance in managing their benefits.
A representative payee’s responsibilities include:  Using benefits to pay for the current and 
foreseeable needs of the beneficiaries;  Appropriately saving any remaining benefits; and  
keeping good records of how you spend the benefits.  This webcast introduces the role and 
responsibilities of representative payees serving multiple beneficiaries.
Watch the webcast on May 2, 2011, 2:00 PM ET
RSVP online

Representative Payees: Roles and Responsibilities of Payees Who Serve Multiple Beneficiaries

A representative payee helps beneficiaries who need assistance in managing their benefits. A representative payee’s responsibilities include:  Using benefits to pay for the current and foreseeable needs of the beneficiaries;  Appropriately saving any remaining benefits; and keeping good records of how you spend the benefits.  This webcast introduces the role and responsibilities of representative payees serving multiple beneficiaries.

Watch the Webinar (previously recorded)

   
Please click here to view our previously recorded demonstration on how to use the online payee accounting form.  We will walk you through the registration process and how to complete and submit the form.

Internet Representative Payee Accounting

Learn about Social Security's online payee accounting form. If you are a representative payee, you can report how you spent funds on behalf of your beneficiary to us online rather than completing and mailing back the paper payee forms. Reporting online gives you immediate confirmation that we received your information and allows you to print and store a copy for your records.

Watch the webinar (previously recorded)

 


More Information

Payee Publications

Frequently Asked Questions for:


Payee Accounting

Complete your payee accounting online

 

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Last reviewed or modified Thursday Aug 02, 2012
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