Understanding the need for a representative beneficiary

Kylle’ D. McKinney

Kylle' D. McKinney.

You may know someone who receives Social Security benefits or supplemental income on a monthly basis and who also needs help managing their money. If someone you know needs assistance, we may designate an individual or organization to act as a “beneficiary representative” responsible for receiving and administering an individual’s benefits.

When we assign a representative beneficiary, we select someone who knows the beneficiary’s needs and can make decisions about how best to use the benefits for their care and well-being. Representative beneficiaries are responsible for completing an annual form to account for the benefits they receive and administer. They must complete this form and return it to Social Security by post or, if they have a personal my Social Security account, they can submit it online through the Beneficiary Representative Portal. Account holders can get a benefit verification letter and manage direct deposit and payroll reporting for their beneficiaries. Learn more about the portal at www.ssa.gov/myaccount/rep-payee.html.

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