Social Security Representative Payee

  When a Representative Payee Manages your $$$  # 10097

What a payee does for you

Your payee receives your monthly benefits and must use the money to pay for your current needs, including:

• Housing and utilities;
• Food;
• Medical and dental expenses;
• Personal care items;
• Clothing; and
• Rehabilitation expenses (if you’re disabled).

After paying those expenses, your payee can use the rest of the money to do things like pay any past-due bills you may have
or give you spending money. If there’s money left, your payee should save it for you.

Your payee must keep accurate records of how they spend your money. Your payee must also regularly report this information to Social Security.  Social Security will mail your payee a form once a year. Your payee can either fill out the form and mail it to Social Security or go online at to file the report.

If you live in an institution such as a nursing home or hospital, your payee should pay the cost of your care and provide money for your personal needs   READ MORE  

Resources for Representative & Payees


Form SSA 1696 Appoint a Representative (Apparently not Payee)


Business Services Online

Internet Representative Payee Accounting Service

Allows individual and organization representatives to file their Representative Payee Report electronically. This includes the following:

  • Form SSA-623 for Individual Representative Payee
  • Form SSA-6230 for parents, stepparents and grandparents with minor children in custody
  • Form SSA-6234 for Representative Payee organizations

Allows submission and printing of the appropriate representative payee accounting forms and allows downloading submitted forms for up to 30 days after submission.

Links & Resources

When a Representative Payee manages your money 

Guide for Representative Payees  

What you need to know when you get SSI  

NLS Law Review
Change Representative Payee
Prove I don’t need one anymore 

Representative Payee – From Social Security Handbook

Table of Contents
1600. Representative Payees
1601. When does a beneficiary need a representative payee?
1602. What about a beneficiary under age 18?
1603. What if the beneficiary is age 18 or over?
1604. What kind of evidence shows that a beneficiary needs a representative payee?
1605. What is legal evidence of incapability
1606. What is medical evidence of incapability
1607. What is lay evidence of incapability
1608. What factors does SSA consider in selecting payees?
1609. What is the usual order of preference in selecting a payee for a beneficiary under age 18?
1610. What is the usual order of preference in selecting a payee for a beneficiary age 18 or over?
1611. What evidence is needed before a payee is selected?
1612. SSA’s Advance Notice of a Payee Selection
1613. When does SSA select new representative payee?
1614. Will SSA make direct payment to a beneficiary after a reevaluation shows he or she is now capable?
1615. What if a beneficiary’s ability to manage benefits has improved?
1616. What are the responsibilities of a representative payee?
1617. Use of Benefit Payments
1618. Current Needs of Beneficiary
1619. Past Debts of Beneficiaries
1620. A Beneficiary’s Savings
1621. Blind or Disabled Children Receiving SSI
1622. What should I do with a beneficiary’s conserved funds when I stop serving as a representative payee?
1623. Accounting for Use of Funds
1624. State Mental Institutions that Serve as Representative Payees

6 Steps to apply for Social Security Disability

SSI Child Disability Starter Kit (for children under age 18)

Adult Disability Starter Kit(for children age 18 or older)

What you need to know to get Social Secuirty Disabiltiy Benefits # 10153

Disability Benefits # 10029

Reviewing your Disability Publication # 10068

How Social Security decides if you are still disabled # 10053

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Attorney's that can help you through the Social Security Disability maze

California Social Security

Daniel Hantman, Esq.

Helene Hoffman Esq

Elkind & Shea (Maryland and a few other East Coast States) 

CA State Bar Attorney Referral Service  


Sellers Law  

Hill & Ponton  

Entering the Community after Incarceration # 10504

Entering Community after incarceration

What prisoners need to know # 10133

What prisoners need to know # 10133

5 comments on “Representative Payee

  1. I want to get my benefits directly and not have a representative payee, how do I do that?

    If I can’t do that, how do I change representative payees?

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