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Commonly Asked Questions about Ssa representative payee Application Forms

If youre already receiving Social Security benefits and have a payee, you can ask someone else to be your payee. You should tell your present payee that you plan to ask someone else to help you. The person you want to become your new payee must file an application at a Social Security office.
You must use our standard form, Claimants Appointment of a Representative (SSA-1696). The form is available on our website at .ssa.gov/forms/ssa-1696.pdf or at any local Social Security office. You can submit the form online or by mail. Both you and your representative must sign the form.
Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their my Social Security account. State mental institutions that participate in our onsite review program also do not have to file an annual Representative Payee Report.
The SSA-11-BK is the paper form a potential payee completes to apply to be payee. Use the paper form only, when it is not possible to use eRPS. For example, we must take paper applications for applicants who do not have a Social Security Number (SSN).
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.
Choosing a Social Security representative payee to help manage your benefits. If you want help managing your benefits or anticipate needing help in the future, Social Security Advance Designation lets you choose up to three people to serve as your representative payee.
If a third-party proper applicant files the claim, SSA will contact the first-party applicant to offer the option to advance designate by telephone or by mailing form SSA-4547 Advance Designation of Representative Payee.