Social Security Representative Payee Program

By Tracy Wells, Investment Advisor Representative

April 20, 2016

Another tax season has come and gone, and I learned something new this year! Several SSA-1099s were missing, and it was not easy to track down a replacement. Did you know that Social Security has a Representative Payment Program for those who are incapable of managing their finances due to health or cognitive concerns? Ideally, a representative payee is a family member or friend. And did you know that Social Security won’t honor a power of attorney agreement?

Let me save you some time and potential frustration. If you are caring for a family member or friend who is receiving Social Security benefits, and you are managing their finances, please contact SSA to be appointed as their representative payee.

Learn more at

Comments (2) - Post a Comment
The world is going to the edge of the danger. There are many things available for the security of the person and as per the edubirdie reviews these security become more useful in the world where some countries having issue of the other nationalities holders to more safe rather than other.
Dean Ashcroft at 2:30pm EDT - September 2, 2019
I have been a part of such payee programs before. I had joined before this and it was a great experience. I think this will be the same or at least I hope so.
DixieWbe at 2:10am EST - February 6, 2021

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