Responsibilities of a Representative Payee:

• Determine the beneficiary’s current needs for day-to-day living
• Save funds that are not needed for current expenses
• Account for all benefits received
• Report any changes that may affect the beneficiary’s eligibility
• Complete forms for:

         1.  Annual accounting
         2.  Periodic reviews of Supplemental Security Income eligibility
         3.  Continuing Disability reviews
         4.  Have the beneficiary’s check deposited into a special representative payee account
         5.  Return conserved funds to the Federal source when no longer serving as representative payee

Limits to What a Representative Payee Can Do:

• Use a beneficiary’s money for anything other than their needs
• Spend funds in a way that would leave the beneficiary without necessary items or services such as (housing, food, power, or water)
• Deposit beneficiary’s funds into the organization’s operating account
• Lend a beneficiary’s money to anyone else, including other beneficiaries our organization serves
• Keep the beneficiary’s conserved funds if we are no longer serving as representative payees
• Make medical decisions for the beneficiary
• Sign legal documents, other than Social Security documents, on behalf of a beneficiary

When a Representative Payee Manages your money………click here to go to the Social Security Website