HomeSocial SecurityMy Uncle receives Social Security, not able to handle his finances, how do we get him a payee.
My Uncle receives Social Security, not able to handle his finances, how do we get him a payee.
June 23, 2014
Q) My Uncle receives SSDI he is not able to handle his own finances how do we get him a payee. We live in a different state. He lives in New York State. Thank you Brenda L.
A) According to the Social Security Administration – A representative payee is an individual or organization appointed by SSA to receive Social Security and/or SSI benefits for someone who cannot manage or direct someone else to manage his or her money. The main responsibilities of a payee are to use the benefits to pay for the current and foreseeable needs of the beneficiary and properly save any benefits not needed to meet current needs. A payee must also keep records of expenses. When SSA requests a report, a payee must provide an accounting to SSA of how benefits were used or saved.
You should contact the SSA office nearest you to apply to be a payee. You must then submit an application, form SSA-11 (Request to be selected as payee) and documents to prove your identity. You will need to provide your social security number or if you represent an organization, the organization’s employer identification number. SSA requires you to complete the payee application in a face-to-face interview (with certain exceptions).