Representative Payee Services

We are a bonded and insured organization that assists with Social Security benefits as well as any additional Supplemental Income. We ensure that all funds are used to pay for the current and foreseeable needs and any remaining funds are saved for the individual. As representative payees we will:

• Determine the beneficiary’s needs and use his or her benefits to meet those needs.
• Save any benefits left after meeting the beneficiary’s current needs in a checking account for the beneficiary's future needs.
• Report any life changes or events that could affect the beneficiary’s eligibility for benefits or payment amount to the required agency.
• Keep records of all benefits received and how it was spent and/or saved.
• Provide benefit information to social services or other agencies that serve the beneficiary.
• Help the beneficiary get medical treatment when necessary.
• Notify Social Security, Veterans Administration, or Railroad Retirement of any changes in the beneficiary's circumstances that would affect their benefits.
• Complete required annual accounting reports for Social Security, Veterans Administration, or Railroad Retirement.
• Return any payments to which the beneficiary is not entitled to.