This is a personal money management service. This relationship exists only when the Social Security Agency determines that the person cannot reasonably manage his or her own benefit check and asks us to take that responsibility.
As payee, we receive our client’s monthly benefits, establish a budget with the client, pay their bills, provide spending money, and so forth.
We also look for other benefits for which our client may be eligible.
Tax services are provided when needed.
When our client can demonstrate to the government agency that they can manage their own personal finances, this service may be cancelled.
For more information about Representative Payee Services, read our fact sheet on representative payee.