Social Security Representative Payee

We aid those who need help with their payment responsibilities. Our name represents what we’ve done for over 30 years as a reliable payee service that specializes in managing SSA and other payments in order for those who need help to meet their financial responsibilities in a timely manner.

What Is a Representative Payee?

A representative payee is an individual or organization appointed by SSA that receives Social Security and/or SSI payments for someone who cannot manage or direct someone else to manage his/her money. While serving as a representative payee, we encourage you to go beyond just managing payments and be actively involved in the beneficiary’s life.

The following lists the required duties of a payee:

• Use funds received to pay for the current and foreseeable needs of the beneficiary.
• Save any funds not needed to meet current needs.
• Keep accurate records of how you used the beneficiary’s money.
• Report any changes or events which could affect the beneficiary’s eligibility for payments.
• Keep records of all payments received and how you spent and saved them.