SSA has designed a lesson plan to provide organizational representative payees with training that will give the organizations an overview of the duties and responsibilities of a representative payee. In addition, a PowerPoint presentation has been designed to accompany the lesson plan.

The lesson plan can be used by SSA offices to train organizational payees in their area or by organizations for self training.

With the links below, anyone interested can read, print, or download the lesson plan, the guide for organizational payees, as well as the PowerPoint presentation.

There are also two videos available. The first video, “Training for Organizational Representative Payees 2006” is a supplement to the lesson plan and PowerPoint presentation. The second, “Best Record Keeping Practices for Organizational Representative Payees” provides assistance to organizational payees on organizing and maintaining financial records.

The following links will allow you to view the videos.

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