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Thanks for those responses.

I have been looking after (POA/HCS) the individual and his wife for over 2 years. The wife passed recently and we were in a call (by appointment) with SSA attempting to get the $255 death benefit sent. During the call the SSA rep (English appeared to be her 2nd language) claimed that my uncle was not answering appropriately (not true from what I heard) and that someone would need to be appointed representative payee. It seemed like she was forcing the requirement despite the facts at hand, using my uncles inability to understand a SE Asian accent and his need for the benefit payment.

I have already read the SSA 15 page guide to being a representative payee at https://www.ssa.gov/pubs/EN-05-10076.pdf

Sendhelp, You touched on the fundamental question: How often can SSA require me to jump through a hoop?" I have responsibilities to my immediate family to continue to provide an income from my continued employment.

Joann29, yes, yes, and because SSA requires it.
Geewiz, your link provided a bit more than PUB 10076, thanks. I still didn't see a definitive reporting cycle.


I am completely understanding of the need for surveillance. Apparently, the couple had been victimized multiple times before I got involved. A car dealer, a reverse mortgage company, and many home service providers had helped the couple to run their net worth to a significant _negative_ value.

I am, by nature, wary of bureaucracies including the SSA.

On the bright side there are no other family members fighting me for control of the situation as can often be seen when assets are involved.
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Is this any help?
http://www.disability-benefits-help.org/faq/how-to-fill-out-form-SSA-623
Is your uncle receiving disability pay or is he over 65 receiving retirement benefits. This form seems to be for disability pay.
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Isn't his check directly deposited? Is he competent to make u POA? Why do u need to be payee?
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The SSA-623 form pertains to being a rep-payee, and is not available online.

"All forms are FREE. Not all forms are listed. If you can't find the form you need, or you need help completing a form, please call us at 1-800-772-1213 (TTY 1-800-325-0778) or contact your local Social Security office and we will help you. If you download, print and complete a paper form, please mail or take it to your local Social Security office or the office that requested it from you."

Responsibilities of a rep-payee are wide and far-reaching after a time. It seemed simple at first. Will you be having access to ALL of the SS recipients income, have that person's cooperation, and be able to report All income to SS as it changes? Will you be able to handle reporting medical and disability changes to SS, as well as obtaining medical reports from doctors concerning the disability? Seems they can ask just about anything, and require a timely
response. imo.
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I have already been to https://www.ssa.gov/forms/ and found "Representative Payee Report - Not available online - contact your local Social Security office"

SSA requires you to visit in person with the beneficiary when applying. I would like to preview the form before taking time off work, trotting my 91 YO uncle across town.
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Call social security office

Or look on their online web site
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