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The electronic signature must be executed or adopted by a person with the intent to sign; and. The electronic signature must be attached to or associated with the written consent being signed.

Generally, we look for family or friends to serve as payees. When friends or family members are not able to serve as payees, we look for qualified organizations. We also offer the option to advance designate up to three individuals who could serve as payee for you if the need arises.

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.

Before you can verify names and Social Security Numbers (SSNs), you will need to request access to SSNVS. Once access has been requested you will receive an activation code from SSA. You are required to enter the SSNVS activation code prior to your first use.

Usually a family member will be the person to apply to be your representative payee. At the time when someone other than you needs to communicate with Social Security on your behalf, there is a process for that individual to be appointed as representative payee.

If you decide to appoint someone to help you with your case, you must tell us in writing. You can sign and submit a written statement appointing the person, or use our standard form SSA-1696, Appointment of Representative.

It is called Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK. You should keep these records (e.g. bank statements and canceled checks) along with receipts for two years from the time you complete the form.

Form SSA- 827 (.pdf) SSA and its affiliated State disability determination services use Form SSA-827, "Authorization to Disclose Information to the Social Security Administration (SSA)" to obtain medical and other information needed to determine whether or not a claimant is disabled.