The Social Security Administration created the Representative Payee program to assist individuals that have demonstrated an inability to handle their funds.  Payee Partners is authorized by the Social Security Administration to serve as a beneficiaries Representative Payee. We are a bonded and insured organization that assists with Social Security benefits as well as any additional Supplemental Income

As a Representative Payee, we provide the following services:

• Work with the beneficiary to determine their needs and setup an individualized budget to meet those needs.
• Collect the monthly benefit and account for all income received by keeping records of all benefits and how it was spent and/or saved.
• Ensure the beneficiary’s essential living needs such as food, housing, utilities, medical care and clothing are being met each month.
• After meeting the beneficiary’s current needs, all remaining funds are saved in checking account for future needs.
• Help protect our beneficiaries from financial exploitation
• Ensure funds are used in the best interest of the beneficiary
• Complete required annual accounting reports for Social Security Administration.
• Ensure the funds are managed in accordance with Social Security Administration regulations and policies

Payee Partners receives the Social Security approved payee fee from the monthly benefit.  In 2024 the monthly fee is $54.

The following link has more information about the Social Security - Representative Payee Program (ssa.gov)