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Social Security Administration Documentation If you want to submit a BPQY but do not have one, contact the SSA office that issued your award and request form SSA-2459. You may also request a BPQY by calling 1-800-772-1213 or by visiting .ssa.gov.
l Report of Confidential Social Security Benefit Information (SSA-2458). This is a report sent to the client, although a third party may have requested the information. l Annual notice of cost of living adjustment (COLA) sent to the client by SSA.
To be your own payee, you need to show Social Security that you are physically and mentally able to manage your money. Proof includes: A note from your doctor or psychologist stating that you should be able to manage your own money.
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.
Form SSA-1. Information You Need To Apply For Retirement Benefits Or Medicare. Social Security Administration.
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You may complete this form to release only the minors non- medical records, if you are the natural or adoptive parent or legal guardian, acting on behalf of a minor child. We require proof of relationship, if you are not the subject of the record.
SSA-623: Representative Payee Report (Adult Beneficiaries)
What If I Believe I No Longer Need a Representative Payee ? You have the right to receive your own Social Security check unless SSA believes you are not capable of managing or directing the management of your money.

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