Form omb no 0960-2025

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The document discusses the Social Security Administration's Representative Payee Organizations (RPOs) under IRC 501(c)(3) and 501(c)(4). It outlines the criteria for organizations seeking exemption to participate in the RPO program, which allows them to collect benefits on behalf of individuals with disabilities or impairments. The article details the requirements for qualifying as a representative payee, including organizational structure, duties, and compliance with IRS regulations. It emphasizes the importance of serving public interests and provides guidelines for maintaining proper financial management of beneficiaries' funds.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the payee’s name and address at the top of the form. Ensure that all information is accurate to avoid processing delays.
Fill in the report period, specifying the dates for which you are reporting benefits received on behalf of the beneficiary.
Answer the initial questions regarding any felony convictions and living arrangements of the beneficiary during the specified period. Provide explanations in the remarks section if necessary.
Detail how much of the benefits were spent on food, shelter, and other expenses such as clothing and medical needs. Use our platform's calculation tools to ensure accuracy.
Indicate any remaining funds saved for the beneficiary and specify how these funds are being held, marking appropriate boxes for account types.
Review all entries for completeness and accuracy before submitting your form through our platform.

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