Guide for Organizational Representative Payees

Foreword

The Social Security Administration (SSA) developed this guide as a “how-to” guide with specific instructions for serving as a representative payee (payee). Within this framework, you can tailor your payee system to fit your organization’s resources and the needs of your beneficiaries.

Please make sure that your organization’s staff that is responsible for reporting to us and managing beneficiary funds becomes familiar with this guide.

For answers to your questions or further discussion of the representative payment program’s policies and procedures, please call or visit your local Social Security office, call us at 800-772-1213 or visit our web site at http://www.socialsecurity.gov/payee.