Help your client protect his assets from exploitation or fraud

Representative Payee for Social Security

We will serve you or your loved on as Representative Payee by being appointed by the Social Security Administration do so. As a Representative Payee we receive Social Security and/or SSI benefits for another (called the beneficiary) who cannot manage or direct someone else to manage his money. The main responsibilities of a Representative Payee are to use the SSA/SSI benefits to pay for the current and foreseeable needs of the beneficiary and to properly save any benefits not needed to meet current needs. A Representative Payee must also keep records of expenses paid. When the SSA requests a report, the Representative Payee must provide an accounting to SSA of how benefits were used or saved.

Representative payee for Social Security

Contact:

ph: (805) 966-0073 
fx: (805) 585-5413
email: [email protected]

Office Location:

1482 East Valley Road
Suite 16
Montecito, CA

Mailing Address:

PO BOX 92110
Santa Barbara, CA 93190