The SSA-11 form is a crucial tool for Social Security beneficiaries in the United States who need to change their representative payee. This process is vital for those unable to manage their ...

In a blog posted on the SSA website on Dec. 29, 2022, the agency said that when it assigns a representative payee, it selects someone who knows the beneficiary’s needs and can make decisions ...

The process to become a representative payee is fairly straightforward: an applicant must complete Form SSA-11—Request to Be Selected as a Payee and provide documentation to verify their identity.

They must complete this form and return it to Social Security by mail or, if they have a personal my Social Security account, they can file it online using the Representative Payee portal.

Representative payees must use the funds for the benefit of the person entitled to benefits. For example, a payee must use the funds to provide the beneficiary with food, clothing, and shelter.

When the SSA requests a report, payees must provide an accounting of how they used or saved the benefits. To apply to be a payee, you’ll need to contact the Social Security office nearest you ...

You may know someone who gets a monthly Social Security benefit or Supplemental Security Income payment and who also needs help managing their money. We can appoint a person or an organization to ...

Representatives, who in the past had to complete a paper Representative Payee Reporting Form each year, can now report online using our secure […] Skip to content. All Sections.

When a Social Security beneficiary is unable to manage their own account, they can have a representative payee step in to manage the account for them. This typically happens when the beneficiary ...