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General information from a recorded webinar, not legal advice for your situation.
What is a Social Security rep payee?
Short answer
A representative payee is a person or agency approved by Social Security to receive someone's benefits and make sure their bills get paid. The person then manages only spending money. It provides financial support without guardianship. Include a doctor's note with the application to avoid delays.
Key points
- Works for retirement, disability and SSI benefits.
- A family member, friend or agency can serve.
- A doctor's note helps the application.
Katie HestnessEducation Navigator, Lutheran Social Service of Minnesota · Guest presenter
Read this part of the transcript
When someone receives Social Security funds, retirement, disability, SSI, any of those things, you could apply to have a rep payee appointed who is able to manage those Social Security funds on your behalf. It can be a person, family, friend, or a professional agency that does that. So how that works is if I am applying to be the rep payee for somebody because they need assistance managing those funds, if approved, Social Security would then send their monthly payments to me. I would make sure that all of their bills are paid and then the person would only have to manage their spending money or money for food, money for personal items, whatever that might look like.
Created automatically from the recording. Full transcript on the webinar page.
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