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Choose a Representative Payee for Social Security to Consider Before You May Need One

April 3, 2020 • By

Reading Time: 1 Minute

Last Updated: August 19, 2021

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The future can be uncertain. However, our Advance Designation program can help put you in control of your benefits if a time comes when you need a representative payee to help manage your money. Advance Designation enables you to identify up to three people, in priority order, whom you would like to serve as your potential representative payee.

We recently celebrated the one-year anniversary of our Advanced Designation program. Since its launch in March 2020, more than one million eligible individuals have opted to participate.

The following people may choose an Advance Designation:

  • Adults and emancipated minors applying for benefits who do not have a representative payee.
  • Adult and emancipated minor beneficiaries/recipients who do not have a representative payee.

We offer Advance Designation if you fall into one of the above categories and are capable of making your own decisions. You can submit your Advance Designation information when you:

  • File a claim for benefits online.
  • Use the application available in your personal my Social Security account.
  • Call us by telephone at 1-800-772-1213 (TTY 1-800-325-0778).

In the event that you can no longer make your own decisions, you and your family will have peace of mind knowing you already chose someone you trust to manage your benefits.

We have updated our Frequently Asked Questions to answer any questions you may have about Advance Designation. You may also find more information about representative payees in our blog post.

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About the Author

Erik N. Jones, Assistant Deputy Commissioner for Operations

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Comments

  1. Sandy W.

    Should spouse be designated as Advance Designation?

  2. Shannon N.

    I’m quitting the payee of Robert Conner as of aug 31.2020

    • V.V.

      Hi Shannon, thanks for using our blog. Please call us at 1-800-772-1213 for assistance or you can contact your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  3. Antoinette Y.

    I have a problem I filed my taxes in 2019 on TurboTax and I thought I had my daughter on there when I looked she’s on there her name is on there but when I got the stimulus check in April I got $1,200 for myself But I did not get the 500 for my daughter so what do i do in this case like i got the 1200 and I file taxes for 2019 but I didn’t receive the $500 for my daughter I don’t know what to do. What should I do

    • A.C.

      Hi, Antoinette. Please visit the Internal Revenue Service’s website here for all your Economic Income Payment-related questions. If you are unable to find the answer, call the IRS hotline at 1-800-919-9835. Thanks

  4. ali

    thank you…
    this post is great…

    AgentPrint.com

  5. Hector M.

    hello yes I am sending you this message today because I have received the payee that I have never asked for and I’ve never signed over my rights as my payee I used to be my own payee with my own money and never sign my rights over for anybody else manage my money I’ve not sure why somebody became my payee I need your help on understanding

    • V.V.

      Thank you for using our blog, Hector. For your security, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213 for assistance or you can contact your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

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