Representative Payee Services

Benefit Payee Services is a Social Security approved organizational payee for individuals who receive social security income or benefits.  

Requirements for our Representative Payee Program:

Due to Social Security regulations, we can not charge a fee out of a person’s social security benefits to be their payee. Therefore, in order for BPS to become the rep payee, the following criteria have to be met:

  1. The person has to have some other form of income or assets other than Social Security  OR
  2. Someone else has to agree to pay our monthly fee which could include a family member, friend, a Trust or service agency.

    Representative Payee services may include:
  • Collecting SSI, SSDI or SSA income
  • Bill paying
  • Reconcile bank statements
  • Budgeting and cash flow management
  • Prepare annual SSA accounting
  • Medical claims management
  • Coordination of outside services
  • Negotiate with creditors to reduce debt
  • Track income and expenses for budgeting and tax deduction reporting
  • Provide user-friendly financial reports
  • Assistance with organizing information for tax return preparation
  • Interface with support team including family and other professionals
  • Capture all important personal information (financial, legal, insurance, credit cards, investments) and ensure this data is readily available when needed
  • Referrals to other service providers and professionals when needed