• You get an immediate confirmation message when we receive your completed online form.
  
  
• Reduces our need to recontact you after submitting your form.
  
  
• You save mailing time and avoid non-receipt of form due to potential loss of mail.
  
  
• We offer online editing and help features to assist you with completing your report.
  
  
• You can print and store a copy for your records.

If you are an individual payee, you may complete your annual representative payee form online using your my Social Security account.

If you are an employee of an organizational representative payee, you will need to create a Login.gov or ID.me account by selecting ‘Create Account’ via Business Services Online (BSO).

Afterwards, you can either create a new BSO User ID or link your account to an existing BSO User ID.

Your Login.gov or ID.me account can be used for online reporting in future years by selecting ‘Sign in’ via Business Services Online (BSO).

Any representative payee or employee representing an organization serving as a representative payee for a beneficiary. If you received a form SSA-623, SSA-6230, or SSA-6234, you may complete the form online.

You may access the payee form online after you receive the paper form in the mail. Individual representative payees will also receive a payee accounting form alert in the messages section of their my Social Security account.

Organizations must enter information from the paper form online and cannot access the online form until they receive the paper form in the mail.

SSN - Social Security Number, the number holder's Social Security number on whose account benefits are payable

TAA - Total Accountable Amount, the amount of money you received for the beneficiary plus any savings reported on the last accounting report

ID – Individual Recipient Identification Code, this code identifies Supplemental Security Income (SSI) eligibility and recipient type

BIC - Beneficiary Identification Code, this code identifies the Social Security benefits payable

Note: This information is located on the top right corner of the SSA-623, SSA-6230 and SSA-6234.

If you leave the webpage inactive for more than 25 minutes, you will receive a time-limit warning. If you take no action after 5 minutes of receiving the warning, your session will end.

No. The online form will save your place and allow you to return later to complete the form. However, answering all the questions in one sitting ensures you can submit the form to us in time.

Yes. After submitting the form, you will receive immediate confirmation when we receive your report. You will also receive a confirmation number to view the completed form. You should record this confirmation number and keep it in a safe place. Our employees cannot access your confirmation number, but we can check to verify we received updated information.

You can access the completed form for up to 30 days after you submit the form to us. You can also print and save a copy in PDF format for your records.

No, you can only print a report after you submit it to us. However, before you submit the form, we give you the opportunity to edit the form on the report summary page.

First time organizational payees can refer to the Login.Gov and ID.ME guides to determine the information needed to register for a new account. 

First time BSO users will have the option to request a new BSO User ID after they have registered for a Login.Gov or ID.ME account.

New BSO users may be asked to provide their home mailing address and telephone number.

If you do not have an existing BSO User ID, you can register for a new BSO User ID and receive it instantly after establishing your Login.Gov or ID.ME account. If you have an existing BSO User ID, you can link it to your ID.ME or Login.Gov account.

No. Individual payees must use their my Social Security account to complete their online accounting forms.

Organizations or entities are not allowed to establish BSO accounts. However, users connected to the organization or entity may establish individual accounts.

You must create an account with Login.gov or ID.me to verify your identity. Your SSN is required to register an ID.ME or Login.Gov account. If you do not have a Social Security Number, you will need create an ID.ME account and you will need to provide a passport number or an Individual taxpayer identification number (ITIN).

We use this information to authenticate your relationship with your employer.

Yes. Multiple employees may register for access and complete reports for an organizational payee. Each employee must register individually with their own Login.Gov or ID.ME account and either link their existing BSO account(s) to their Login.Gov or ID.ME account or register for a new account.

If you have questions about registration and represent an organizational payee, please call us at 800-772-6270 between 7:00 a.m. and 5:30 p.m. (EST) on Monday through Friday.

No. Employees can only access the forms they have personally completed on behalf of the organizational payee. Please note that completed forms are available online for a duration of 30 days.

Yes. Each employee of an organization is required to have their own Login.gov or ID.me account. Since these accounts contain personal information and require a unique password, it is essential that you do not share your account with anyone else. Please refrain from using the same Login.gov or ID.me account for multiple employees.

No. Each organizational payee may decide how many employees may register for access. For example, if an organization is split into seven networks, it may have seven separate employees or assign one or two employees to oversee all payee forms online.

Individual payees can log on to their my Social Security account to see any pending payee accounting forms.

Organizational payee employees should Contact their local Social Security office or our National 800# (800-772-1213). After we identify you, ask us to provide you with the TAA, ID, and BIC.

Yes. We will continue to mail the paper forms to you each year. This is how you will know when you need to complete the payee report. In addition, individual payees can see pending payee accounting forms by accessing their my Social Security account.

If you are an employee of an organizational payee, you will need the paper form to access the online form. However, once you complete your online report, you may discard the paper form. We will send you a new payee form, with different information to access the online report the following year.

No. We will continue to mail you the paper forms. You may choose to complete the form by mail or on the Internet.

Yes. Social Security has received your remarks.  The organizational payee online report generates a summary of all the information you provide, but it does not include the remarks from the “General Remarks” section.

Yes. You must send in a completed paper form if you decide not to complete the online form.

No, you may not apply to become a representative payee online. We mainly conduct these interviews in-person to help us evaluate your ability to oversee and manage benefits in the beneficiary’s best interest.

The online accounting report contains “help” sections and edits to help you complete the form and will likely answer most of your questions.

If you have questions about registration and represent an organizational payee, please call SSA at 800-772-6270 between 7:00 a.m. and 5:30 p.m. (EST) on business days.

If you are an individual payee, please call us at 800-772-1213 between 8:00 a.m. and 7:00 p.m local time, Monday through Friday.

If you are hearing impaired you may call our toll-free "TTY" number, 1-800-325-0778 between 7:00 a.m. and 7:00 p.m. (EST) on business days.

For additional information on completing your representative payee accounting online please see Completing Your Representative Payee Accounting Online.

Yes. When you log in to your personal my Social Security account, you will see a list of the beneficiaries that you serve. You do not need a separate log in for each beneficiary, and you should not create a my Social Security account for each beneficiary.

Social Security will review each report that is submitted. We will contact you if we have questions or concerns about the information on the report.

If you are an individual payee and believe that you made a mistake and need to change the information you reported, please contact us.

Employees of organizational payees should contact Business Services Online (ssa.gov)