Ri 20 7 2025

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The document is a Representative Payee Application from the Office of Personnel Management (OPM) for individuals who may need to manage benefits on behalf of annuitants unable to do so themselves. It outlines the requirements for appointing a representative payee, including the necessity of a court-appointed fiduciary or an OPM-selected representative. The responsibilities of the payee include managing funds in the best interest of the annuitant, reporting to OPM, and ensuring proper use of payments. The document also includes an application form for potential payees to provide their information and relationship to the annuitant.

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Click ‘Get Form’ to open the RI 20-7 application in the editor.
Begin with Part A, where you will enter the annuitant's claim number and their name. Ensure that you provide accurate information as this is crucial for processing.
Next, fill in your relationship to the annuitant and your contact details. This helps establish your connection and responsibility.
In Part B, answer questions regarding your ability to manage the annuitant's financial affairs. Be honest about your employment status and any prior experience as a representative payee.
Complete Part C by certifying that all information provided is correct. Make sure to sign and date the form before submission.

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2018	4.6 Satisfied (51 Votes)
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How do I submit a representative payee report?

You may submit this form online via www.ssa.gov/payee. Please follow the instructions for Internet Payee Accounting Report. If you complete the form online, you will be able to print a receipt and a copy of your report.

What form is for representative payee?

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.

Can I fill out the representative payee Report Online?

Representative payees can fill out the form and return it to Social Security by mail, or conveniently file it online at www.ssa.gov/myaccount/rep-payee.html. Organizational representative payees are able to complete their Representative Payee Report online by using Business Services Online.

What happens if my representative payee dies?

If the beneficiary dies, you must give any saved benefits to the legal representative of the estate. Otherwise, the savings must be managed according to state law. If you need information about state law, contact the probate court or an attorney.

What is a representative payee application?

What is a Representative Payee? A representative payee is a person or an organization. We appoint a payee to receive the Social Security or SSI benefits for anyone who can't manage or direct the management of his or her benefits. .

Can a rep payee have online access?

Select the new Representative Payee Message Center to access, view, and print available messages, alerts, and online notices for the beneficiaries you represent.

Does OPM recognize power of attorney?

OPM does NOT recognize Power of Attorney.

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.

Ri 20 7 2025

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