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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 apply for rep payee online?
Organizational representative payees are able to complete their Representative Payee Report online by using Business Services Online.
How do you get a payee for Social Security?
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.
How do I change my payee for Social Security?
If you don't agree that you need a payee, or if you want a different payee, you have 60 days to appeal that decision by sending us a letter. If you're already receiving Social Security benefits and have a payee, you can ask someone else to be your payee.
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Frequently Asked Questions on Virtual Currency Transactions
If I engage in a transaction involving virtual currency but do not receive a payee statement or information return such as a Form W-2 or Form 1099, ...
Read chapter Appendix E Current Annual Accounting Form: More than 7 million recipients of Social Security benefits have a representative payee—a person...
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