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What is an SSA 623 form?

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.

Can you fill out a Social Security form online?

Today, you can apply for retirement, disability, and Medicare benefits online, check the status of an application or appeal, request a replacement Social Security card (in most areas), print a benefit verification letter, and more from anywhere and from any of your devices!

How do I make myself my own payee?

If an SSI/SSDI beneficiary would like to become their own payee, they can contact SSA to make this request. SSA will need to conduct a capability interview and may require the person to have certain forms completed by their doctor such as the SSA-787.

Who Cannot be a representative payee?

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.

What is the new law for representative payees report?

Under the new statutory provision, representative payees who are parents or legal guardians living with their child, parents living with an adult disabled child, and spouses are no longer required to file an annual report accounting for how they spend the childs or spouses benefits.

What is SSA-623?

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.

Can I fill out the representative payee report online?

You can either fill out the form and return it to Social Security or go online at .socialsecurity.gov/payee to file the report.

How long do you have to complete a rep payee report?

If we have any questions or require proof, we will contact you. Please read these instructions before you complete the enclosed report form or submit your report online. You should either complete and return the report form, or submit the online report, within 30 days.

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