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- Representative Payee
Giving our clients functional independence.
Origin SC Representative Payee case managers provide budgeting and financial management services for individuals who are mentally or physically incapable of handling their own financial affairs and receive Social Security Disability Income (SSDI) or Supplemental Security Income (SSI). Representative Payee Counselors receive the client’s monthly income, set up a budget, pay the rent or mortgage, as well as utilities and any other bills, and give the client a weekly personal allowance. With their necessities paid, clients can live as functionally independent and as comfortable as possible within the means of their limited income. This ensures that at-risk, low-income individuals continue to receive their monthly benefits and utilize those benefits to pay for shelter, food, and clothing.
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FAQs
What is a Representative Payee?
A representative payee is an individual or organization appointed by the Social Security Administration (SSA) to receive Social Security and/or SSI benefits for someone who cannot manage his or her money.
How do I apply for myself or a loved one?
It is vital that potential payees complete all questions (1-11) and sign the application. The SSA will need to contact the beneficiary, so please provide information regarding the beneficiary’s mailing and residence address, as well as the primary phone number and living arrangement information.
What is the process involved in becoming a client?
The first step is to fill out this application, which is submitted to Origin SC. Once the SSA approves, the SSA notifies the claimant of the representative payee selection within 15 days – we call this “advance notice.”
What would my (client’s) rights be?
The claimant can contact the SSA field office by phone or in person to acknowledge receipt of the advance notice, as well as agreement or appeal of the payee selection. However, if the claimant is in the SSA office at the time of payee application completion and selection, an Advance Notice Acknowledgement may be signed on the spot in order to meet the advance notice requirement.
Do I have to live in South Carolina?
No.
Why do I have a Representative Payee?
You have a payee because SSA decided that you need help in managing your money. Your representative payee is someone who communicates with you, knows you and your needs, and wants to help you. If you have not had a payee previously, SSA typically requires that you have a physician sign a form of recommendation.
What does a Representative Payee do for me?
Your payee receives your payments for you and must use the money to pay for your current needs. After your payee pays those expenses for you, your payee can use the rest of the money to pay any past-due bills you may have, provide funds for your personal use, and/or save the money for your future use.
Still have questions?
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