Social Security's Representative Payment Program provides financial management for the Social Security and SSI payments of our beneficiaries who are incapable of managing their Social Security or SSI payments. If you are concerned that someone you know becomes incapable of managing or directing the management of his or her benefits, please call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment to discuss your concerns.

Generally, we look for family or friends to serve as representative payees.

When friends or family are not able to serve as payees, Social Security looks for qualified organizations to be representative payees.

If you are a representative payee, you can complete the Representative Payee Accounting Report online. You must be 18 or older to complete the Representative Payee Accounting Report online. If you are under 18 and a representative payee, you must complete the paper Representative Payee Report form you received in the mail and return it to the address indicated on the form.

Complete your Payee Accounting Online


Additionally, there are individual and organizational representative payee site reviews conducted by Information Systems Network (ISN), a contractor on behalf of the Social Security Administration (SSA).  On behalf of SSA, ISN conducts nationwide site reviews for pre-selected organizational and individual representative payees.


The Social Security Administration is looking for individuals or organizations who will serve as representative payees for some of our most vulnerable clients. The webinar will explain the basic duties expected of representative payees and how to help fill the critical shortage of payees. Watch our webinar,

Social Security Needs Your Help to Find Good Representative Payees

The Social Security Administration is looking for individuals or organizations who will serve as representative payees for some of our most vulnerable clients. The webinar will explain the basic duties expected of representative payees and how to help fill the critical shortage of payees. Watch our webinar, "Social Security Needs Your Help to Find Good Representative Payees" to learn more about the responsibilities of a representative payee.

Watch the Webinar (previously recorded)

A representative payee helps beneficiaries who need assistance in managing their benefits.  A representative payee's responsibilities include:  Using benefits to pay for the current and   foreseeable needs of the beneficiaries;  Appropriately saving any remaining benefits; and    keeping good records of how you spend the benefits.  This webcast introduces the role and   responsibilities of representative payees serving multiple beneficiaries.  Watch the webcast on May 2, 2011, 2:00 PM ET  RSVP online

Representative Payees: Roles and Responsibilities of Payees Who Serve Multiple Beneficiaries

A representative payee helps beneficiaries who need assistance in managing their benefits. A representative payee’s responsibilities include:  Using benefits to pay for the current and foreseeable needs of the beneficiaries;  Appropriately saving any remaining benefits; and keeping good records of how you spend the benefits.  This webcast introduces the role and responsibilities of representative payees serving multiple beneficiaries.

Watch the Webinar (previously recorded)

Please click here to view our previously recorded demonstration on how to use the online payee accounting form.  We will walk you through the registration process and how to complete and submit the form.

Internet Representative Payee Accounting

Learn about Social Security's online payee accounting form. If you are a representative payee, you can report how you spent funds on behalf of your beneficiary to us online rather than completing and mailing back the paper payee forms. Reporting online gives you immediate confirmation that we received your information and allows you to print and store a copy for your records.

Watch the webinar (previously recorded)