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What is a Rep Payee?

A representative payee is a person or an organization who is appointed by the Social Security Administration to receive the Social Security or SSI benefits for a beneficiary who cannot self-manage benefits.  A rep payee’s main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs. A payee must also keep records of expenses. When the SSA requests a report, a payee must provide an accounting of how funds were used or saved.