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What is the SSA 795 form used for?

SSA uses the SSA-795 to obtain information from claimants or other persons having knowledge of facts in connection with claims for Social Security benefits or Supplemental Security Income (SSI) payments when there is no standard form to collect the needed information. Statement of Claimant or Other Person - OMB 0960-0045 - OMB.report omb.report omb omb.report omb

How do I complete a representative payee report online?

You can also file the report online at .socialsecurity.gov/payee. You must complete the report even if youre the beneficiarys legal guardian. You may choose to use the worksheet on pages 16-17 to help you keep track of the money you spend.

What is the SSA 11 form for payee representative?

The SSA-11-BK is the paper form a potential payee completes to apply to be payee. Use the paper form only, when it is not possible to use eRPS. For example, we must take paper applications for applicants who do not have a Social Security Number (SSN).

What is the Social Security form for payee?

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.

What is Social Security form 787?

The SSA-787, Medical Source Opinion of Patients Capability to Manage Benefits, is the preferred vehicle for obtaining medical evidence of capability. POMS: GN 00502.040 - Developing Medical Evidence of Capability - SSA ssa.gov poms.nsf lnx ssa.gov poms.nsf lnx

What form do I need to be my own payee for Social Security?

The SSA-11-BK is the paper form a potential payee completes to apply to be payee. Use the paper form only, when it is not possible to use eRPS. For example, we must take paper applications for applicants who do not have a Social Security Number (SSN). SSA - The SSA-11-BK, Request to be Selected As Payee Social Security Administration (.gov) poms.nsf lnx Social Security Administration (.gov) poms.nsf lnx

What can a payee not do?

You must act only in the beneficiarys best interest, which means the beneficiarys money belongs only to them. You cannot pay yourself for managing their money, and you cannot borrow it or lend it to anyone else; those would be conflicts of interest, which you must avoid.

What is a 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. Form SSA-6233-BK Social Security Administration (.gov) pomsimages.nsf gfxnum Social Security Administration (.gov) pomsimages.nsf gfxnum PDF

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