18 or older
Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their my Social Security account. State mental institutions that participate in our onsite review program also do not have to file an annual Representative Payee Report.

Who is considered a representative payee?

A representative payee is a person or an organization. We appoint a payee to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of his or her benefits. .

Can you get paid for being a representative payee?

Are Representative Payees Paid? Individual representative payees cannot collect a fee for services provided to the beneficiary. If you are the legal guardian of the beneficiary, however, you may be able to collect a guardian fee if the court has authorized it.

How do I remove myself as representative payee?

When you want to change your rep payee, go to your Social Security Administration field office and request a change of payee. You will be given a form to fill out, and guidance will be provided if necessary.

What happens when a representative payee dies?

For such individuals, payments are made to representative payees who receive and manage the benefit payments. When a representative payee dies, applicable regulations and SSA policy require that SSA will re-evaluate the beneficiary’s ability to manage his/her own funds or select a new representative payee.

When is it good to have a representative payee?

Some people like having a representative payee, because it is helpful and less stressful to have someone else managing their money. For example, if someone has a gambling addiction, or sometimes goes into manic states and spends all their money, a rep payee may be a really good idea.

Who is a representative payee for Social Security disability?

A representative payee is someone who is designated to manage your Social Security disability money. Not everyone has a representative payee. You will only have a payee if Social Security decides you cannot manage your own money.

How to change, remove or report a representative payee?

A beneficiary should contact their local SSA office and explain the reasons for wanting to change a rep payee. A beneficiary can find their local SSA office on the SSA website. The SSA office should then make a determination and notify the beneficiary.

Why does a beneficiary want to change a rep payee?

Why might a beneficiary want to change a rep payee? A beneficiary may want to change their rep payee if the beneficiary finds a person or organization that better fits their needs or if they think their rep payee is misusing their SSA benefits, is unable to manage the benefits, or is not following SSA rep payee rules.