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  • Ssa-6230-f6 2013

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Dy of minor children, used the benefits they received on behalf of the Social Security and/or Supplemental Security Income (SSI) beneficiaries. We do this to ensure the benefits are used properly. When you were appointed representative payee, you were informed of the duties and responsibilities of a representative payee, including keeping records and reporting on the use of benefits. What You Need To Do You must report to SSA on your use of benefits if you received any Social Security and/or S.

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Form SSA-4547, Advance Designation of Representative Payee, allows beneficiaries or applicants the option to designate individuals in order of priority, to serve as a representative. Beneficiaries or applicants can update or change the advance designee order of priority at any time.

To be your own payee, you need to show Social Security that you are physically and mentally able to manage your money. Proof includes: A note from your doctor or psychologist stating that you should be able to manage your own money.

Your Representative Payee Cannot Withhold Funds as Punishment. The funds in a beneficiary's account are to be used for the beneficiary only. Period. The representative payee cannot make decisions about the funds that are not in the best interests of the beneficiary.

General. Use the SSA-4164 when the beneficiary is in the local office, agrees to the appointment and the interviewer has determined that the payee applicant is the best payee choice. This will usually occur where a very stable beneficiary/payee relationship (e.g., parent/adult-child, husband/wife) exists.

SSA-623: Representative Payee Report (Adult Beneficiaries)

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.

The SSA-11-BK is the paper form a potential payee completes to apply to be payee. Use the paper form only, when it is not possible to use eRPS. For example, we must take paper applications for applicants who do not have a Social Security Number (SSN).

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.

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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