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If you believe someone you know might need a representative payee, call Social Security’s national customer service line at 800-772-1213 or contact your local office and make an appointment.
The Social Security Administration (SSA) estimates that more than 8 million people who get monthly Social Security or Supplemental Security Income (SSI) payments need help managing their money ...
A representative payee, or substitute payee, is a person who acts as the receiver of United States Social Security Disability or Supplemental Security Income for a person who is not fully capable of managing their own benefits, i.e. cannot be their own payee. The representative payee is expected to assist the person with money management, along ...
Find: 5 Social Security Benefits You Can Claim Online Advance designation allows you to designate up to three individuals to serve as a representative payee for you.
A qualified domestic relations order (or QDRO, pronounced "cue-dro" or "qua-dro"), is a judicial order in the United States, entered as part of a property division in a divorce or legal separation that splits a retirement plan or pension plan by recognizing joint marital ownership interests in the plan, specifically the former spouse's interest in that spouse's share of the asset.
Social Security tax withholding terminates when payments from one employer exceed the maximum wage base during the year. Amounts withheld by payers (employers or others) must be remitted to the relevant government promptly. Amounts subject to withholding and taxes withheld are reported to payees and the government annually.
In addition, the large size of the payee program (6 million payees for Social Security and SSI beneficiaries) combined with limited agency resources makes selection and monitoring of payees challenging for SSA. Among its recommendations, the authors of the study concluded SSA needed additional staff to effectively run the payee program.
“Congress passed a law that permits us to collect SSI overpayments by withholding from the representative payee’s Social Security benefits,” the agency wrote in a letter to Moulton, obtained ...
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