Selecting a Social Security Disability Representative Payee

What is a Representative Payee?

Your selection of a representative payee for your Social Security Disability benefits is an important decision. When the disabled person has a representative payee, it allows the payee to receive and manage Social Security Disability benefits. There are two different circumstances in which a representative payee is required:

 

 

 

Benefits Payable to a Minor in West Virginia

When Social Security Disability benefits are due to a minor in West Virginia, or a person who is under the age of 18, a representative payee is appointed to acquire and manage them.

Impaired Judgement or Physically Unable to Manage Funds

If a person is physically or mentally unable to manage his or her own benefits from SSD due to illness, disease, or other disability, Social Security appoints a representative payee to receive and manage the funds. The recipient can decide to not have a representative payee if their health improves and he or she is able to make sound financial decisions.

 

To set up an appointment in our Clarksburg, WV office, call us toll free at (855) 224-2244 or (304) 622-1919.

How a Representative Payee Manages
a Recipient’s SSD Benefits

A SSD representative payee is to be aware of how much money a recipient collects, as well as how much he or she is to spend for certain necessities. While the payee has the right to make the final decision on how funds are spent, the recipient should make his or her opinions known. All payees must record how benefits are spent, and provide a management report to the Social Security Administration every year. When it comes to specific management of SSD funds, every representative payee is advised to pay for the following items first:

Shelter

Food

Clothing

Personal Care Items

Medical Care

Dental Care

Personal Care Items

Medical Care

Dental Care

Leftover Funds from SSD Benefits

Past-due bills, dependent expenses, entertainment, or the improvement of the living environment are options for leftover funds. If there is money left after the payee has paid for all of the previous items, he or she must save it in an account. If you are in need of reliable SSD services in West Virginia, contact Andrea Pecora & Associates in Clarksburg, WV, today!