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Video instructions and help with filling out and completing social security payee change form
I'm Frank Daris America's top insurance attorney and today we're going to talk about changing the payee for your social security disability insurance a representative payee for Social Security disability insurance is someone who manages the money for the disabled individual if that person's deemed unable to do so this can occur in a number of different settings if the disabled persons a minor declared legally incompetent or physically or mentally incapable of managing his or her own social security disability income if you suspect your payee of misusing your flexibility funds the Social Security Administration should be notified right away they're gonna conduct an in-depth investigation gather facts and evidence and make an informed decision if they find misuse they're going to remove the payee from your account and attempt to recover the funds other reasons for changing a payee are the relocation of one or any of the other designated parties involved because of personality conflicts or life changes the first step is easy write a letter to Social Security Administration requesting a change be sure to provide evidence to support that a more appropriate payee is currently available ask your replacement payee to apply to be a payee by calling the Social Security Administration office and selecting an ssa to request to be selected as payee form that form folks is available online at WWE sa gov backslash online backslash SSA - 11 dot PDF I know that was a mouthful but if you go to ssa.gov you'll find all you need your payee will need to provide the following information their address checking account number Social Security number information for the direct deposit the disability type and the name and address of your current treating or certifying physician along with the original documents explaining the relationship of the payee to you and the plan of how your new payee and yourself will be communicating about your financial needs the Social Security Administration requires the payee to complete the application in a face-to-face interview there are some exceptions when picking your replacement be aware of the conditions on who can be a payee people who themselves have received benefits through a payee or have been convicted of violating the Social Security Act cannot be payees make copies as always and keep any letters and applications sent to the Social Security Administration in a safe place allow time to complete the process call and follow up on the letter if you don't hear anything for a couple of weeks to a month follow up again once the change has been approved the benefits will be deposited in your payees checking account on the day of the next benefit check I'm Frank darris founding partner of Daris law Ontario California