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The document is a Representative Payee Report from the Social Security Administration (SSA) that outlines the responsibilities of representative payees in managing Social Security and Supplemental Security Income (SSI) benefits for beneficiaries. It details the reporting requirements for how benefits were used over a specified 12-month period, including instructions for completing the report form, maintaining records, and notifying SSA of any changes affecting the beneficiary's eligibility. The document emphasizes the importance of proper use of funds and provides guidance on submitting reports online or via paper.

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2013	4.8 Satisfied (113 Votes)
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How do I fill out a representative payee report for Social Security?

You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organizations employer identification number.

What is an SSA 623 form?

It is called Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK. You should keep these records (e.g. bank statements and canceled checks) along with receipts for two years from the time you complete the form.

Can I set up a representative payee account online?

Visit and select sign in or create an account. Your Representative Payee Portal will automatically appear.

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Where do I mail representative payee report?

We estimate that it will take about 15 minutes to read the instructions, gather the facts, and answer the questions. Send only comments relating to our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401.

What disqualifies you from being a payee for Social Security?

A representative payee applicant may not serve if he/she: (a) Has been convicted of a violation under section 208, 811 or 1632 of the Social Security Act. (b) Has been convicted of an offense resulting in imprisonment for more than 1 year.

How do I get a rep payee letter from Social Security?

You can also order a copy by calling 1-800-772-1213 (TTY 1-800-325-0778). As a representative payee, youre responsible for keeping records and reporting on how you spend the benefits by completing a Representative Payee Report (Form SSA-623, SSA-6230, or SSA-6233). Well mail the proper form to you once a year.

How do I check my rep payee status?

If you have questions or need help understanding how to check the status of your Social Security application online, call our toll-free number at 1-800-772-1213 or visit your Social Security office.

What is Social Security representative payee report?

You may receive a Representative Payee Report form for you to account for the Social Security or SSI benefits received or we may select you for a representative payee review. The review is to determine if you have performed the following duties: Managed funds so the beneficiary(ies) have no unmet current needs.

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What is Social Security representative payee report?

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