Representative Payee

Representative Payee

When a loved one is receiving Social Security Disability or Supplemental Security Income checks, one concern is they could fall prey to scams and unscrupulous people. This is particularly true if they are already having problems managing their own finances. It may be a good option to name an objective, professional representative payee, especially if family is unable to serve in this capacity, due to personal commitments, ability, or distance.

The Social Security Administration, or a judge, approves the representative payee. They receive the benefits check on behalf of the person and take care of managing money, paying bills, and ensuring the person receiving the benefits is not victimized. This role is extremely important and must be handled in an ethical manner by someone who understands the rules and professional conduct that the court and the Social Security Administration expect.

If you are concerned about a loved one, having been the target of financial fraud or elder abuse, contact Adult Protective Services at 1-800-510-2020. If you are outside San Diego County, call 1-800-339-4661. If your loved one can no longer make reasonable financial decisions for themselves, contact CB Fiduciary Services for help. CB Fiduciary Services will manage your loved one’s benefits in an ethical manner and report proper accounting oversight records to the Social Security Administration or court, as required.