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Evidence That Must Be Given To Social Security Before A Representative Payee Is Selected


To be appointed as Representative Payee, the applicant (prospective payee) must produce documentation of:

  • His or her identity
  • The relationship to the beneficiary;
  • Concern and responsibility for the care of the beneficiary;
  • The availability of other potential Representative Payees; and
  • The payee applicant's Social Security Number or Employer Identification Number.
  • If a payee applicant is court appointed, the guardian, trustee, committee, conservator, or other fiduciary must submit a certified copy of the letters or court order of appointment showing that the appointment is still in full force and effect.  

NOTE: Any time after the selection of a Representative Payee, Social Security may request the payee to furnish information showing a continuing relationship to the beneficiary and a continuing responsibility for the care of the beneficiary.  

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