Through our Representative Payee program, we help ensure certain social security beneficiaries are protected from financial exploitation and other abuses, and ensure that funds are being used appropriately and in the best interest of the beneficiary.
Responsibilities of a Representative Payee:
- Manage funds so the beneficiary has no unmet needs;
- Account for all funds received and spent;
- Conserve any unspent funds appropriately; and
- Comply with all accounting and reporting responsibilities
A Representative Payee is also required to keep records and, when asked, report how funds are spent on behalf of a beneficiary.
If you have specific concerns about a representative payee or beneficiary please submit a “Report an Issue” form.