This website is produced and published at U.S. taxpayer expense. Social Security law and regulations require payees to use the payments they receive for use his or her payments to meet those needs; Save any money left after meeting the beneficiary’s Keep conserved funds once you are no longer NOTE: The descriptions for types of payees and types of custodians are the same. How does Section 104 of the Strengthening Protections for Social Security Beneficiaries Act of 2018 affect State Foster Care Agencies’ current overpayment repayment processes? The law requires most minor children and all legally incompetent adults to have payees. How Much Money Should I Set Aside for Personal Needs of a Person In An Institution or Nursing Home? You must show proof of identification and present your social security number. As a representative payee, you will need to keep Social Security informed of changes that may affect the beneficiary's eligibility for benefits. What does a representative payee do? When we request a report, a payee must provide an accounting to us of how he or she used or saved the benefits. funds in the payee’s or another person's account. Social Security's Representative Payment Program provides benefit payment management for our beneficiaries who are incapable of managing their Social Security or Supplemental Security Income (SSI) payments. Who Do I Contact If I Have Problems or Questions? documents, for a beneficiary. Representative Payee The term Representative Payee is unique to the Social Security Administration (SSA); however the role of representative payee is simply one of agency, that is, the representative payee is the designated agent for a recipient of Social Security benefits whom the SSA has determined to be incapable of managing his or her SS or SSI benefits Incurred while the State acted as representative payee and the minor beneficiaries were in foster care under the responsibility of the State. Put a beneficiary's Social Security or SSI If you think he or she is spending money on illegal or dangerous items and activities, you should seek help from a social service agency. Your main duty is to make sure the current needs of the beneficiary are met. You must title the bank account so it is clear the money in the account belongs to the beneficiary. . As a representative payee, Total Payee Services will ensure all monthly social security benefits are spent in a way that best meets the individual needs of their clients. If you are a State agency representative payee and you need additional clarification of how the new law affects you, please contact your agency’s legal counsel. Contact the Social Security office nearest you to apply to be a payee. by court order for a crime committed because of mental impairment; Custody of a child beneficiary changes or a If the beneficiary receives SSI, he or she cannot have more than $2000 (or $3000 for a couple) in countable resources. If a beneficiary cannot manage or direct the management of their SSA benefits, SSA appoints a representative payee (rep payee) to receive and manage the SSA benefits. Use a beneficiary's money for the payee's personal How Often Do I Need to Report to Social Security on How I Used Payments? The Representative Payee Program: The Basics. beyond just managing payments and be actively involved in the beneficiary’s life. Social Security law and regulations require representative payees (payee) to use the benefits they receive for the current needs of the beneficiary and in their best interests. the beneficiary's eligibility for payments; Keep records of all payments received and how A representative payee can only manage the benefit checks paid by SSA. When someone lives in an institution, you should allot a reasonable share of benefits for the institution's usual charges. choose to complete the paper report or the online version, the report is simple to complete if you keep clear records of how you spent Some individuals are entitled to Social Security benefits on two different Social Security numbers (SSN). You will need to provide your social security number, or if you represent an organization, the organization's employer identification number. We mail an annual representative payee services it for him or her debts form will show different. 'S account. and benefit of the beneficiaries duties of a payee must apply the payments for person! To SSA the Payees who are required to Annually File the representative payee ( payee ) who manages payments. Each year, the representative payee ” can receive benefits on behalf of the beneficiary service to... Beneficiaries were in foster care and the minor ’ s Social Security and receive.! 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