social security representative payee form

The SSA sends notices for this form to be completed on an intermittent schedule. 0000006267 00000 n PHYSICIAN'S/MEDICAL OFFICER'S STATEMENT OF PATIENT'S CAPABILITY TO MANAGE BENEFITS . The representative payee is required to provide the Social Security Administration (SSA) with detailed information on a regular basic about how benefits are spent. xref We do this to ensure the benefits are used properly. H��S�J�@}�_���s�d(�����(�#>�Hl'N��$���g&ҋA-�@��Z���g0�0����>�s��.v������x8�c �2� 0��?.|"�TȥG�8�ܵ�W�1�Y��GW7��}�����tN&� Keep the following in mind when completing Form SSA-623: Under some circumstances, the SSA allows representative payees to fill out report forms online. Form Approved TOE 250 OMB No. 839 0 obj <>stream 0000009546 00000 n endstream endobj 363 0 obj <> endobj 364 0 obj <>stream %PDF-1.6 %���� 0000001035 00000 n �@cc`И�}�W�bј��k�Uj֔uQ& %%EOF 805 0 obj <> endobj endstream endobj 354 0 obj <>/ViewerPreferences<>/Metadata 27 0 R/Pages 26 0 R/StructTreeRoot 29 0 R/Type/Catalog>> endobj 355 0 obj <>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/ExtGState<>>>/Type/Page>> endobj 356 0 obj <> endobj 357 0 obj <> endobj 358 0 obj <> endobj 359 0 obj <>stream ��fM!�za��-�K����}��ɽ670C�#3����G�eִi��}Ӝ�9�8��ԋ�GI���ǃ��:ԪL3;�v:��EO����8&�1%�L�D�U��$/�����l1V?�o�� 0960-0024. 0000030005 00000 n Form SSA-623 requires the representative payee to account for all benefit funds issued within a particularly time period. 0000004137 00000 n 0000009026 00000 n Periodically, Social Security will ask you to complete a form accounting for the funds you have received. 0000007635 00000 n endstream endobj 806 0 obj <>/Metadata 114 0 R/Names 825 0 R/Pages 803 0 R/Perms/Filter<>/PubSec<>>>/Reference[<>/Type/SigRef>>]/SubFilter/adbe.pkcs7.detached/Type/Sig>>>>/StructTreeRoot 229 0 R/Type/Catalog>> endobj 807 0 obj <>stream Social Security Administration Representative Payee Report. SOCIAL SECURITY ADMINISTRATION. 0000029667 00000 n 0000004221 00000 n ;8�BH*��J� �lYYC���"cJ�A�R��B67�YP�,UrQ��4[� 0000003290 00000 n Representative Payee Report. x�bbc`b``Ń3� ���� �R� 0000000016 00000 n expect to be out of work for at least 12 months? More than 5.1 million Social Security beneficiaries had representative payees as of December 2019, including: 0000038752 00000 n 0000022834 00000 n 388 0 obj <>stream 0000003563 00000 n h�b```b`Њc`a``;� Ȁ �l�@q��B`��l0�ɨ!`p�[ ���1[��I����X��R"����Rn��riT힪6רu9߬]{?��ݞ�h�ٚ�mE����o[�e���B���F���b6� Ensure you turn in the completed form by the deadline date and always keep a copy of all SSA documents for your records. 0000004494 00000 n �Ml ۙ-:��;h@q��,y@�8�/�20�3Lcbf�a���qu���rc��$su[��� ��m��$]�b6� ��uB��e��o�>��N�2.��y�_�m%� �{�Bf This is the purpose of the form SSA-623. ����0����b��"BB!�)H�> ���K6Jm�m�_�DnB�` �䈘+�[? What is reconsideration and who makes the reconsideration determination? Failure to submit the form as required can result in a payment delays and can even lead to SSDI and/or SSI benefits being stopped. Does the applicant plan to stop working soon and stay out of work for at least 12 months? 7. �]�v�z�[9�F.�L�~3��jO[����rF\'���A9" Calls may be auto-dialed/pre-recorded. Consent is not required to utilize our services. We do this to ensure the benefits are used properly. There's a a worksheet at the end of this booklet that you can use to keep track of what you spend. August is Spinal Muscular Atrophy Awareness Month. If you do not plan to stop working, this site cannot assist you because you will not qualify for the program. By submitting above, I agree to the privacy policy and disclaimer and consent to be contacted by an agent via phone call or text message at the phone number(s) listed above, including wireless number(s). Disability-Benefits-Help.org is not a lawyer or law firm. �Ğ)s4��?I�'�!�_(FygyҘ�x��ٗ���_��E�ǎ�Z�U*A~�Tx>��x�����I����[�**���J��Q�+�*�i(s)c��"�����3��ظ��-Z��U�6%�}Z��h����';���M�c'�P;3E�� �9f� endstream endobj 360 0 obj <> endobj 361 0 obj <> endobj 362 0 obj <>stream Ensuring this occurs is also one of the payee’s responsibilities. 0000008247 00000 n H�\�ˎ�@E�|E/g#��K�c�H^�8� m)���}���&R�0A_N����~��������bN���n�����Ø���nyܥ����Y���_��i����?�����i�OG����B��0��ӯ�����?.�0Mcz�A_��k{�&O�^�}|>,�����?�7U�/)�M���m�C;�}V�hL��&�c��s-��x�~�!�ˏ�rQ��s�duU��x��%o�;��N~s}�d��L/�+r^�W`!ؒ-X� You will need to explain why you think the disabled person can’t manage their income and you will need to provide your own Social Security number. A representative payee must keep detailed records of all financial activity related to the benefits he or she manages, but this is not the only information the SSA requests on the Representative Payee Report Form. 0000029197 00000 n As a representative payee, you will need to keep Social Security informed of changes that may affect the beneficiary's eligibility for benefits. <]>> R��#?>~�i`��]���(��t endstream endobj 387 0 obj <>/Size 353/Type/XRef>>stream trailer "���64��3 ���>�3�]mb��I�3����.��t Paperwork Reduction Act Statement - This information collection meets the requirements of 44 U. S.C. § 3507, as amended by Section 2 of the Paperwork Reduction Act of 1995. 1. Be sure you, the representative payee, sign the form. They have financial responsibility for managing benefits received through: The payee is ultimately responsible for ensuring SSDI and/or SSI benefits are spent: Any benefit funds that are not needed immediately must be saved to cover future expense for the disabled individual. %%EOF Social Security Administration Representative Payee Report Why You Received This Form We must regularly review how representative payees used the benefits they received on behalf of the Social Security and/or Supplemental Security Income (SSI) beneficiaries. If you are interested in becoming a Social Security representative payee for a friend or family member, you must fill out an application, Form SSA-11, Request to Be Selected as a Payee. �z �l���)��j� M*a��� R0 u��� �B��+o�o��GЏ�A?�~�x��я����������������������������g=({P��d)XJ���d)XJ����X7��*�J����.�J�Յ�N�(׏b�(�Q���Gя>�(�1�c���o�7���������o�7���������o�7��W`Y��W%3�W�� �l��n�v�_ ��כ�4�m�|Z���������3���p& �� endstream endobj startxref only on expenses or in ways that are approved by the SSA. %PDF-1.6 %���� 0000028369 00000 n Why You Received This Form . endstream endobj 365 0 obj <>stream 0000005764 00000 n 0000002159 00000 n `o,ȹ$�2p"}�p� �'�a�ݝ��}c�0���5�o�}���&h����u ���~ ����@�� �hH�fП�p��388��^��x�3W�1ת��6Wr� ��r+g�GQ��h�~,��L*�|�. Representative payees must hold and save the beneficiaries’ funds in a specific manner. Whenever a payee receives notice that Form SSA-623 is required, they must fill it out and return in within the timeframe allotted in the notice. x�b```b`` g`e`��� �� @16�:�00M�����Y �MFH4"�(�!�b�3�������4$�� �8�CXZF�, W����o � ��`#��n(�1\d���`�ϐ �!�P(���z�n�2 rM"ݧE�Ƴ�Hmj_��`{��u+C�����_�,@f��2�!�@��� �V0�

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