Benefits are directly deposited into a Rep Payee account, and the Rep Payee works with the consumer to manage funds and ensure that needs and payment obligations are being met. There is a set fee per month to provide this service as set by the Social Security Administration.


What are the duties of a Rep Payee?

  • Determine the beneficiary’s needs and use his or her payments to meet those needs
  • Save any money left after meeting the beneficiary’s current needs in a bank account for the beneficiary’s future needs
  • Report any changes or events which could affect the beneficiary’s eligibility for benefits or payment
  • Keep records of all payments received and how they were spent and saved
  • Provide benefit information to social service agencies or medical facilities that serve the beneficiary
  • Complete written reports accounting for use of funds
  • Return any payments to which the beneficiary is not entitled

For assistance and to get the process started:

please contact Tricia at either
Call: 507-345-7139