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Do I have to fill out a representative payee report?

As a representative payee, youre responsible for keeping records and reporting on how you spend the benefits by completing a Representative Payee Report (Form SSA-623, SSA-6230, or SSA-6233). Well mail the proper form to you once a year. You can also file the report online at .socialsecurity.gov/payee.

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 the SSA update number?

If you get SSI, do not have a U.S. mailing address, or are unable to change your address online, you can call us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 a.m. 7:00 p.m. local time. Or, you can contact your local Social Security office.

What is an SSA-623?

Payees report on the use of benefits by completing a Representative Payee Report (Form SSA-623, SSA-6230, or SSA-6233). We mail the form to the payee once a year.

Who owns the funds in a rep payee account?

The checking or savings account title must show the beneficiarys ownership of the funds and show you as the financial agent. Neither you as the payee, nor another third party, can have any ownership of the account. The beneficiary must never have direct access to the account.

What is representative payee form 623?

This is your Representative Payee Report. You are required to file it when the beneficiary dies, when you are no longer serving as the beneficiarys representative payee, or at OWCPs request.

What is Form SSA 7162 OCR SM for?

The SSA-7162 is sometimes informally called the proof of life form however, the form itself is simply titled Report to the US Social Security Administration (see: ).

What is a SSA 632?

An overpayment occurs when Social Security pays you more than you should have been paid. If this happens, we will notify you.

SSA-623-OCR-SM - Current Version 2025

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Do I have to fill out a representative payee report?

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SSA-623-OCR-SM - Current Version 2025

Here's how it works

How to modify SSA-623-OCR-SM - Current Version in PDF format online

Complete this form in 5 minutes or less

Got questions?

Do I have to fill out a representative payee report?

What is the new law for representative payees report?

What is the SSA update number?

What is an SSA-623?

Who owns the funds in a rep payee account?

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People also ask

What is representative payee form 623?

What is Form SSA 7162 OCR SM for?

What is a SSA 632?

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