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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


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