Get Ssa-623-ocr-sm 2012-2025

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.