![]() ![]() ![]() provide medical or dental care not covered by insurance.make sure the recipient has food and shelter.(More on this below.) What Are the Duties of a Representative Payee?Īs an SSA representative payee, your primary duties are to use the recipient's disability payments to do the following: When the SSA asks for a report of expenses, which it does every year, the report should cover what you paid out and how much money was saved. You'll need to keep accurate records of all financial transactions, both incoming and outgoing. As a payee, you're also responsible for returning any funds that Social Security sends to the recipient in error ( overpayments).Īs a Social Security rep payee, you must always act in the best interests of the disabled person when spending their SSDI or SSI benefits. You must also save any money that's not immediately needed, so it's available when it's needed to meet the disabled person's future needs. If you're serving as a Social Security representative payee, it's your job to see to the immediate needs of the SSDI or SSI recipient. What Does an SSA Representative Payee Do? If you'd like to handle your own benefits, learn about how to prove you can be your own representative payee. If there's reason to believe that a disabled adult can't handle their own money, the SSA will investigate to determine if the agency should appoint a rep payee. a minor child (usually a parent serves as the rep payee for a child).an adult suffering from a substance use disorder (drug or alcohol addiction), or.someone whose physical condition might make them more vulnerable to unscrupulous people.an adult with a cognitive impairment or dementia.The SSA might appoint a representative payee for a disabled person who is: But there are times when that isn't the case. Social Security generally assumes that most adults can manage their own finances. in any other manner that is in the disabled person's best interest and for their benefit.paying for the disabled person's entertainment, or.saving for the disabled person's future.buying food and clothing for the disabled person.You can use the money for any of the following: If you're serving as a representative payee, you must use the Social Security payments for the disabled person's support and care only. A representative payee is a person or organization that receives someone's SSDI or SSI disability benefits on their behalf. When this happens, the Social Security Administration (SSA) will usually appoint a representative payee. Unfortunately, some people collecting Social Security disability benefits are mentally ill, addicted to alcohol or drugs, or have reached a point in their illness where they can no longer handle their own finances. What Is a Representative Payee for SSDI or SSI? How Do You Become a Social Security Representative Payee?.Do Representative Payees Have to Pay Taxes?.Do Payees Need to Report How the Money Was Spent?.Can Representative Payees Collect Fees?.What Organizations Can Act as Representative Payees?.Who Can Be a Social Security Representative Payee?.What Does an SSA Representative Payee Do?.What Is a Representative Payee for SSDI or SSI?.This guide for representative payees will explain what a representative payee is and why Social Security might appoint a "rep payee." It will also cover who can serve as a representative payee and what you must do if you're appointed as one. The payee's job is to receive the SSDI or SSI funds and make sure they are spent for the care and well-being of the recipient. In these cases, the SSA will assign a "representative payee" to the recipient. This can happen for a number of reasons, including cognitive difficulties, mental illness, or evidence of drug or alcohol abuse. Sometimes the Social Security Administration (SSA) determines that a disability recipient is unable to manage his or her payments. Both Social Security disability insurance (SSDI) and Supplemental Security Income (SSI) disability benefits provide monthly payments so that the recipient can maintain financial independence despite the disability. When someone collects Social Security disability benefits, it's usually because they're unable to work due to mental or physical limitations. ![]()
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