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Name of the institution (b) Enter the EIN of the institution INFORMATION ABOUT INDIVIDUALS APPLYING TO BE REPRESENTATIVE PAYEE 12. Enter: YOUR NAME DATE OF BIRTH SOCIAL SECURITY NUMBER ANY OTHER NAME YOU HAVE USED OTHER SSN'S YOU HAVE USED 13. How long have you known the claimant? 14. If the claimant lives with you, who takes care of the claimant when work or other activity takes you away from home? What is his/her relationship to the claimant? 15. (a) Main source of your income Employed.

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How to fill out the SSA-11-BK online

Completing the SSA-11-BK form online may seem daunting, but with this guide, you will find clear and supportive instructions to assist you. This form is essential for individuals seeking to become a representative payee for Social Security benefits.

Follow the steps to complete the SSA-11-BK form online.

  1. Click ‘Get Form’ button to access the SSA-11-BK form and open it in the online editor.
  2. Provide your personal information, including your name, Social Security number, and contact details in the designated fields. Ensure that all entries are accurate and up-to-date.
  3. In section one, indicate if you request to be paid directly as a claimant by checking the appropriate box if applicable.
  4. Describe your reasoning for the claimant’s inability to manage their benefits. Provide specific examples of how they currently handle any funds they receive.
  5. Explain why you are the best representative payee. Use the remarks section for additional information if necessary.
  6. Complete the section regarding how you will understand the claimant’s needs, indicating your relationship and interaction frequency.
  7. Specify where the claimant resides by checking the appropriate living arrangement and providing necessary details.
  8. Provide information about any legal guardianship of the claimant, entering their name, address, and contact details if applicable.
  9. Discuss any relatives or friends who support the claimant, including their names and the nature of their support.
  10. Complete your own information including Social Security number, employment details, and any relevant background questions.
  11. Review all the information entered for accuracy before proceeding to sign the form electronically.
  12. Once all sections are completed, you can save changes, download, print, or share the SSA-11-BK form as needed.

Begin filling out your SSA-11-BK form online today to take the next step in your benefits process.

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