Most people can mange their Social Security and SSI benefits just fine. Their only problem was getting qualified for payments, and the benefit check solves a lot of previous problems. Sometimes there are concerns that a person may be mentally incapable of managing these funds carefully.
Social Security’s Representative Payment Program provides financial management for the Social Security and SSI payments of our beneficiaries who are incapable of managing their Social Security or SSI payments. If you are concerned that someone you know has become incapable of managing or directing the management of his or her own benefits, call Social Security at 1-800-772-1213 to request an appointment to discuss your concerns.
Generally, Social Security looks for family or friends to serve as representative payees. When friends or family are not able to serve as payees, Social Security looks for qualified organizations to be representative payees. There is an accounting form that can now be filed online.