No, unless you are a qualified organizational beneficiary who has been approved in writing by Social Security to charge a fee. We never allow a person to charge a fee for beneficiaries` services. We may allow certain organizations to charge a fee from a recipient`s monthly payment for the provision of services to recipients. An organization must apply and be eligible to collect fees under the law. Social security must accept the collection of fees in writing. To qualify as a “service recipient fee”, an organization must: Any benefit that is not immediately necessary must be saved to cover the person with a disability`s future expenses. Ensuring that this happens is also one of the beneficiary`s responsibilities. You can use SSA at 1-800-772-1213 between 7 a.m and 7 p.m. Call on weekdays or contact your local SSA office between 9 a.m. .m. and 4 p..m. on business days.

People who are deaf or hard of hearing can call our toll-free TTY number, 1-800-325-0778, between 7 a.m. .m. and 7 p.m.m on business days. You can answer many questions by visiting our website under www.socialsecurity.gov/payee The beneficiary is ultimately responsible for the use of SSDI and/or SSI benefits: a representative beneficiary is a person or organization. We appoint a beneficiary who receives Social Security benefits or SSI benefits for anyone who cannot manage or direct the administration of their benefits. . The main task of a beneficiary is to use the benefits to meet the current and future needs of the beneficiary and to properly save all the benefits that are not necessary to meet the current needs. A beneficiary must also keep a record of expenses. When we request a report, a recipient must provide us with a statement of how they have used or registered the services. The law requires that most minor children and all legally incapacitated adults have beneficiaries. In all other situations, it is assumed that adult beneficiaries are able to manage benefits. However, if there is evidence to the contrary, SSA may collect evidence and determine the need to name a representative beneficiary.

The law requires that most minor children and all legally incapacitated adults have beneficiaries. Some people are eligible for Social Security benefits with two different Social Security Numbers (SSNs). In this case, you will receive two different forms for the representative beneficiary report in the same year. Each report form displays a different NSS and asks you for the amount of benefits paid for that NSS. It is important that you read each report carefully and respond to each report form. Explain how you used the means requested by each report. All beneficiaries can call SSA at 1-8 .m 00-772-1213 on weekdays between 8:00 a.m a.m and 17:30.m. or contact your local SSA office for another report. Why did I receive two Representative Beneficiary Declaration forms in the same year and what should I do with them? Whenever a recipient receives a notice that Form SSA-623 is required, they must complete it and return it within the time specified in the notice. This period for completing and returning the form is only 10 days from the date the notification was generated.

If the form is not submitted as required, this may result in late payments and even result in the termination of SSDI and/or SSI benefits. In certain circumstances, the SSA allows beneficiary representatives to complete online declaration forms. Others must complete paper reports and send them to the address of the notification they receive. The notice you receive will inform you of your options for completing and submitting Form SSA-623. Be sure to submit the completed form by the deadline and always keep a copy of all SSA documents for your records. If you use “dedicated account” funds for anything other than authorized “dedicated account” fund expenses, you will need to reimburse us from your own funds an amount equal to what you spent. Form SSA-623 requires the representative beneficiary to consider all benefit funds issued within a specified period of time. The HSO sends notices to complete this form on an intermittent schedule. Power of attorney is a legal process in which a person gives a third party the power to conduct certain business for that person. It does not diminish the rights of the individual and, as a general rule, does not grant the third party the right to manage the person`s property.

It generally makes no statement about the individual`s abilities or skills. The Treasury Department does not recognize a power of attorney to negotiate federal payments, including Social Security checks or SSI. In other words, if you have a power of attorney for someone who is unable to manage their own benefits, you still need to apply to serve as a beneficiary. Under these rules, black lung benefits can only be paid to a beneficiary, a beneficiary`s legal guardian or a representative beneficiary authorized to receive payments on behalf of a beneficiary. In some situations where a beneficiary is unable to manage their own benefits, the district director may require that a beneficiary be appointed to ensure that payments are used only for the purpose and benefit of the beneficiary. The representative beneficiary is required to regularly provide the Social Security Administration (SSA) with detailed information on how benefits are issued. This is the purpose of Form SSA-623. While these recipient groups are no longer required to complete the representative recipient annual report, all recipients are responsible for keeping records of how payments are issued or stored and for making all records available for audit at the request of SSA….