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Representative Payee

When a Payee Needed
Source: Social Security Administration
Content Type: Website
This is the home page for the Social Security Administration ("SSA" or "Administration")'s representative payee program. Entitled "When People Need Help Managing their Money," this page provides a description of what the SSA's representative payee program does. It also lists a number for citizens to call and contact the Administration. The left side of the page also has links to information regarding different types of payees and beneficiary information.

Guide for Organizational Payees
Source: Social Security Administration
Content Type: Website
This is a guide for organizational social security representative payees. The Social Security Administration (SSA) has developed this Guide for Organizational Payees to help organizations serving as representative payees. It should help organizations understand the duties and responsibilities of a payee. SSA encourages organizations to use the Guide to develop their payee system and procedures to meet the needs of their beneficiaries and maximize their organization's resources. Organizations and their staff, especially those who work with beneficiaries, manage their funds, and report changes to SSA should read and have access to the Guide.

How to Serve as a Payee
Source: Social Security Administration
Content Type: Website
This page is for persons who have been appointed representative payees. It provides information to help those persons in need of representative payee services better understand why they have a payee and how the payee is supposed to help them. It has also included some frequently asked questions and answers. The left side of the page also has links to information regarding different types of payees and beneficiary information.

Frequently Asked Questions for Representative Payees
Source: Social Security Administration
Content Type: Website
This is a page of frequently asked questions for representative payees. It features short, but detailed answers for the most basic of questions such as "what is a representative payee" and "who needs a representative payee?" It also has answers to difficult questions regarding the type of bank account that should be set up for a beneficiary and information regarding institutionalized beneficiaries. The left side of the page also has links to information regarding different types of payees and beneficiary information.

Managing Someone Else's Money - a Guide for Representative Payees
Source: CFPB
Content Type: PDF
A consumer guide explaining the fiduciary duties and responsibilities of serving as a Social Security Representative Payee or VA Fiduciary.