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Form SSA-787, Physician's/Medical Officer's Statement of Patient's Capability to Manage Benefits, is a form used to determine if a person is able to manage funds or they need a representative payee.
Form SSA-1696 is used by the Social Security Administration (SSA) to document your appointment of a representative in your dealings with the SSA. The form will contain your representative's name, address, and phone number, as well as yours, and is valid only when signed by you or your parent or legal guardian.
This is the form to use to get permission to obtain information and/or records from SSA about a claimant or beneficiary you do not represent. The claimant or beneficiary may give consent to an individual or an organization to obtain the information and records.
SSA-8510. Authorization for the Social Security Administration to Obtain Personal Information.
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.

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IMPORTANT: Social Security needs volunteers to serve as representative payees. If you would like more information, please visit our website at www.ssa.gov/payee or call your local Social Security office. Also, please see the booklet, A Guide for Representative Payees at www.ssa.gov/pubs/EN-05-10076.pdf on our website.
Organizational representative payees are able to complete their Representative Payee Report online by using Business Services Online.
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.
If you believe someone you know may need a representative payee, call Social Security's national customer service line (800-772-1213) or contact your local office and make an appointment to discuss the matter. Applying to serve as a payee usually requires a face-to-face interview.
Form SSA-1696 | Claimant's Appointment of a Representative If you have a case before us and need assistance, you can appoint a representative to help you. Your representative can be an attorney or a non-attorney, but must be qualified and comply with our published rules of conduct.

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