Social Security Representative Payee Program
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 www.SocialSecurity.gov/payee.
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