If and when a payee is needed, SSA has the name(s) and way to contact the individuals named in the Advance Designation form. Relationship to the advance designee (optional).Telephone number of the advance designee.SSA collects the following information for each advance designee: You may appoint up to three advance designees. This form is available as a hand out at your SSA office or by mail when you call SSA. You can complete an Advance Designation of a Representative Payee online during a new benefit application, or if you are receiving benefits in your mySocialSecurity account, or by using mailing form SSA-4547 to your SSA field office. You must apply for or be receiving Social Security, SSDI, or SSI to advance designate. If you become incapable of managing your payments, SSA will first look to your advance designees for a suitable payee before others. Advance designation is not a power of attorney either. Advance designation is voluntary and can be changed by the beneficiary at any time. Advance Designation is the act of naming individuals in advance as potential representative payees for SSA consideration should the need arise in the future. The individual must usually appear in person for a capability determination.Īdvance Designation of a payee is possible. Family or friends can call 1-80 to request an appointment with SSA to discuss concerns about their loved one’s ability to manage their Social Security benefit. SSA will contact payees to complete Representative Payee Annual Report. A payee must also keep records of expenses. When family or friends are not able to serve as payees, SSA looks for qualified organizations.Ī payee’s main duties are to use the SSA benefits to pay for the current and future needs of the Social Security/SSDI beneficiary or SSI recipient, and properly save any benefits not needed to meet current needs. Generally, SSA looks for family or friends to serve as payees. SSA appoints suitable payees to manage the payment on behalf of the Social Security beneficiary. The SSA looks to family, friends or an organization to help manage only benefits received from SSA. A physician may be required to complete Form SSA-787 to certify the individual’s mental or physical impairment(s). If an individual age 18 and over is receiving Social Security, Supplemental Security Income (SSI), or Social Security Disability Insurance (SSDI) and is unable to manage their money due to mental or physical impairments, a Representative Payee can be appointed by the Social Security Administration (SSA) to manage only the Social Security, SSI or SSDI payments. Find Colorado Representative or Senator.Taking Charge: Starting an Advance Care Plan.Landlord-Tenant Protections for Renters.Comparison Checklist for Housing Choices.Medicare, Medicaid and Low Income Programs.Client Directed Attendant Support Services.Medicare Advantage and Medicare Supplements.
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