Notice: JavaScript is required for this content. A representative payee is a person or entity appointed by Social Security to manage benefit payments for someone unable to do so on their own for example, a minor child, a severely disabled person or a retiree suffering from advanced dementia. If you need legal counsel, please contact an attorney directly. To start your application for a surety bond, contact us and we will have an agent get in touch with you shortly.ĭisclaimer: this article is for informational purposes only and is not intended to be legal advice. Thomas Agency, we have a fast, simple and secure process for procuring bonds for representative payees. How it works Browse for the form ssa 623 Customize and eSign ssa 623 form Send out signed ssa 623 form pdf or print it Rate the ssa 6230 4. Show details This website is not affiliated with any governmental entity. This is required by the SSA and the federal government. Representative Payee Report Form Use a ssa 623 template to make your document workflow more streamlined. How to Get a Representative Payee BondĪ person or organization who wishes to become a representative payee must obtain a representative payee surety bond. A request must be submitted with the beneficiary‘s name and VA file number. ![]() In order to apply to be a representative payee for VA, you must apply using the VA website. If you are under 18, a paper form must be completed. A person must be 18 years or older in order to apply online. How to Become a Representative PayeeĪ person or organization can become a representative payee of SSA by completing the Representative Payee Accounting Report online. These records should be kept for several years after the representative payee form has been completed. Receipts for rent, daily expenses, etc.Filling out Representative Payee reports for review by the SSA or VA agenciesĪll representative payees should keep the following records on file:.Keeping a proper record of all expenses and expenditures.Properly saving benefits that are not needed for the daily needs of the beneficiary.Using received benefits to pay for the needs of a beneficiary.The main duties of a representative payee include: ![]() Representative payees can be designated by either the Social Security administration (SSA) or the Veteran’s Administration (VA). ![]() What is a Representative Payee?Ī representative payee is a person or organization who is appointed to be the recipient of certain benefits for a person who is not of sound mind and/or body to manage their financial affairs. There are a few applications to fill out and laws to follow, but the process can be completed as long as you know what forms to complete and where to send them. Teachers Professional Liability InsuranceĪpplying to become a representative payee is an easy process no matter which state you live in.Professional Liability Insurance for Engineers.Medical Professional Liability Insurance.Lawyers’ Professional Liability Insurance.Architects Professional Liability Insurance.Accountants’ Professional Liability Insurance.Property & Commercial Liability Insurance.Directors & Officers Liability Insurance.
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