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A representative payee applicant may not serve if he/she: (a) Has been convicted of a violation under section 208, 811 or 1632 of the Social Security Act. (b) Has been convicted of an offense resulting in imprisonment for more than 1 year.
You must use our standard form, Claimant's Appointment of a Representative (SSA-1696). The form is available on our website at .ssa.gov/forms/ssa-1696.pdf or at any local Social Security office. You can submit the form online or by mail.
We mail an annual Representative Payee Report to the payees who are required to complete the report. Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their my Social Security account.
How Do I Apply to be a Representative Payee? Contact the Social Security office nearest you to apply to be a payee. You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity.
You can either fill out the form and return it to Social Security or go online at .socialsecurity.gov/payee to file the report.