Get Form Ssa 623 Ocr Sm 02 2012

You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organization's employer identification number.

Form SSA-623 requires the representative payee to account for all benefit funds issued within a particularly time period. The SSA sends notices for this form to be completed on an intermittent schedule.

§ 416.622 Who may not serve as a representative payee? A representative payee applicant may not serve if he/she: (a) Has been convicted of a violation under section 208, 811 or 1632 of the Social Security Act. (b) Has been convicted of an offense resulting in imprisonment for more than 1 year.

This report is about the benefits you received between and for the beneficiary, . Please read the enclosed instructions before completing this form to help you answer each question. 1.

SSA-623: Representative Payee Report (Adult Beneficiaries)

In most cases, when you change payees, your next check will be sent to your new payee. In rare cases, the process may take a bit longer, but seldomly takes more than a month to change your payee.

You also can file the report online at .socialsecurity.gov/payee. You must complete the report even if you are the beneficiary's legal guardian. You may choose to use the worksheet in the center of this booklet to help you keep track of the money you spend.

You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organization's employer identification number.