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  • Ssa-623-ocr-sm 2012

Get Ssa-623-ocr-sm 2012-2025

EPORT PERIOD FROM: TO: FP BENEFICIARY ID TP TAA CF If change at' address, check box and enter new address on back of report. D BIC CC GS PC DOC BSSN PF 0 This report is about the benefits you received between and for the beneficiary, . Please read the enclosed instructions before completing this fonn to help you answer each question. 1. 2. 3. YES Benefits paid to you between and Benefits you reported as saved on last year's report. =$ .. .. .. Did you (the saved? A • If .

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You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organization's employer identification number.

Sign in to or create your personal my Social Security account today! Select my Social Security to use the Representative Payee Portal for your own business: ... Check the status of your Social Security application. Set up or change your direct deposit information.

To apply to become a representative payee, you must complete Form SSA-11, provide your Social Security Number for a background check, and be interviewed by someone with the SSA.

The representative payee is required to provide the Social Security Administration (SSA) with detailed information on a regular basic about how benefits are spent. This is the purpose of the form SSA-623. Why This Form is Important. A payee acts as an advocate and accountant for a disabled individual.

A representative payee is a person or an organization. We appoint a payee to receive the Social Security or SSI benefits for anyone who can't manage or direct the management of his or her benefits. . ... When we request a report, a payee must provide an accounting to us of how he or she used or saved the benefits.

If you feel the Representative Payee has in some fashion misused the benefits being issued for the beneficiary, contact the OIG Fraud Hotline. You should provide as much identifying information as possible regarding the suspect. Such information should include: Name of the Representative Payee and the beneficiary.

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 shown on the form.

Stimulus payments belong to beneficiaries Because the stimulus payment isn't an SSA benefit, representative payees do not have to account for the payment or how it was spent in their annual report. The SSA offers this advice: A representative payee should discuss the economic impact payment (EIP) with the beneficiary.

Even if your payee was appointed for you, you may request a new payee (though you must give adequate reason for changing). When you want to change your rep payee, go to your Social Security Administration field office and request a change of payee.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232