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Legal Aid Society of Northeastern New York
Your representative payee must first use your Supplemental Security Income benefits for your current basic needs for food, clothing, housing, medical care and personal comfort items. After paying for your needs your representative payee must save for you any money left, preferably in an interest-bearing bank account. If you are interested in becoming a Social Security representative payee for a friend or family member, you must fill out an application, Form SSA-11, Request How to Change Your Social Security Disability Payee to Be Selected as a Payee. You will need to explain why you think the disabled person can’t manage their income and you will need to provide your own Social Security number. You may also need to complete an interview with an SSA representative. Individual representative payees cannot collect a fee for services provided to the beneficiary. If you are the legal guardian of the beneficiary, however, you may be able to collect a guardian fee if the court has authorized it.
If current needs are met, and he or she has a dependent living at home, you may be able to use part of the benefit to support the legal dependents. Put a beneficiary’s Social Security or SSI funds in the payee’s or another person’s account.
When should I submit an Advance Designation?
In addition, Retroactive benefits put into a Program to Achieve Self-Support to help the beneficiary return to work don’t count as a resource. If your agency or organization is interested in serving as an organizational payee, SSA has information and guides to assist you with this process. If they are under age 18 and living with their parent or are married, SSA will also review the income, resources, and living arrangement of their parent or spouse. Benefit suspensions occur when a beneficiary is no longer eligible for SSI benefits.