Social Security Administration (SSA)
Social Security Representative Payee Program
Social Security Administration (SSA) - Winona
53 E 3rd St, Ste 307, Winona, MN, 55987-3482
Distance: 1006 Miles
A representative payee is an individual or organization appointed by Social Security Administration (SSA) to receive Social Security and/or Supplemental Security Income (SSI) benefits for someone who cannot manage or direct someone else to manage his or her Social Security payments. Generally, SSA looks for family or friends to serve as the Representative Payee. When friends and family are not able to serve as payee, Social Security looks for qualified organizations to be a representative payee.
The main responsibilities of a payee are to use the benefits to pay for the current and foreseeable needs of the beneficiary (person who receives Social Security and/or SSI payments). The payee must ensure the beneficiary's day-to-day needs for food and shelter are met. Then, the money can be used for any of the beneficiary's medical and dental care that is not covered by health insurance, and for personal needs, such as clothing and recreation. If there is money left after you pay for the beneficiary's needs, it must be saved, preferably in an interest-bearing account or U.S. Savings Bonds. A payee must also keep records of expenses. When SSA requests a report, a payee must provide an accounting to SSA of how benefits were used or saved.
The law requires most minor children and all legally incompetent adults to have representative payees.
To become a payee, submit an application, form SSA-11 (request to be selected as payee) and documents to prove your identity. Face-to-face interviews are required (with certain exceptions). It is recommended that that a future payee and beneficiary visit the office together. Appointments can be requested.
If you are concerned that someone you know has become incapable of managing or directing the management of his or her benefits, please call (800) 772-1213, TTY (800) 325-0778, to request an appointment to discuss your concerns.
There are no fees to apply to be a payee. No fees can be charged to the beneficiary, unless you are a qualified organizational payee who has applied and been approved in writing by SSA to collect a fee.
9:00am - 4:00pm, Monday, Tuesday, Thursday, Friday
9:00am - 12:00pm, Wednesday
Houston, Wabasha, and Winona Counties
|Main - Local Toll Free||(877) 600-2853|
|Toll Free National||(800) 772-1213||24/7|
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Other Services or resources
- Benefit Information and Application
- Disability and Supplemental Security Income (SSI)
- Employment Support for Workers with Disabilities - Ticket to Work/Self Sufficiency Program
- Extra Help (Medicare Part D Low Income Subsidy)
- Information and Support - Replace Medicare or Social Security Card
- Plan to Achieve Self-Support (PASS)
- Work Incentives Programs
Taxonomy Terms Used: Clicking a taxonomy term from the list below launches a new search.
DM-7000Representative Payee Services Definition
Public agencies, nonprofit organizations, banks, relatives or other individuals who have been appointed under federal law to act as a surrogate in situations where a cognitive impairment makes it impossible for beneficiaries to manage their own Social Security and SSI/SSD payments. Representative payees are chosen and designated by the Social Security Administration (SSA) to act on behalf of financially incapable SS or SSI beneficiaries. The individuals and organizations selected by the SSA may also manage waiver funding, consumer or family support grants or other types of benefits when chosen and designated by the administrating entity to act on behalf of beneficiaries who are incapable of managing their finances.
YC-7900Social Security Retirement Recipients Definition
Individuals who are receiving regular monthly retirement checks from the Social Security Administration the amount of which is based on the wages earned and the number of quarters of coverage credited to the person's Social Security record.
YC-8000SSI Recipients Definition
Individuals who are receiving cash grants through the Supplemental Security Income program, a federal income maintenance program with supplemental state funds which is administered by the Social Security Administration for people who are age 65 and older, are blind or have a disability, and have little or no income and assets.