A Representative Payee


How will the IRS send my economic impact payment (EIP) if I have a representative payee?


Please see the answer at the IRS' website.

How should a representative payee use a beneficiary’s economic impact payment (EIP)?


The EIP belongs to the Social Security or SSI beneficiary. It is not a Social Security or SSI benefit. A representative payee should discuss the EIP with the beneficiary. If the beneficiary wants to use the EIP independently, the representative payee should provide the EIP to the beneficiary. If the beneficiary asks the representative payee for assistance in using the EIP in a specific manner or saving it, the representative payee can provide that assistance outside the role of a representative payee.

How should representative payees account for the economic impact payment (EIP) when completing the annual Representative Payee Report (i.e., annual accounting form)?


Because an EIP is not a Social Security or SSI benefit, representative payees are not required to account for the EIP when they complete their annual accounting form.

What if a beneficiary alleges a representative payee misused the economic impact payment (EIP)?


Because an EIP is not a Social Security or SSI benefit, SSA does not have authority to investigate or determine whether the EIP has been misused. However, if SSA receives an allegation that the EIP was not used on behalf of the beneficiary, SSA may decide to investigate for possible misuse of the beneficiary’s Social Security or SSI benefit payments. SSA may also determine the representative payee is no longer suitable and appoint a new representative payee.

Is Representative Payee monitoring continuing during the COVID-19 Pandemic?


Yes. During the COVID-19 pandemic, the state Protection and Advocacy (P&A) networks will conduct new representative payee monitoring reviews in-person only when state and local conditions permit and reviews can be conducted safely while social distancing with personal protective equipment (PPE). Reviews may also be conducted by video and phone. P&A grantees will comply with the Centers for Disease Control and Prevention’s social distancing guidelines.