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

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.
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.
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.
Representative payees can fill out the form and return it to Social Security by mail, or conveniently file it online at . Organizational representative payees are able to complete their Representative Payee Report online by using Business Services Online.
A payees main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs. A payee must also keep records of expenses.

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