How to Change a Social Security Disability Payee

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A Social Security Representative Payee is an individual chosen for the purposes of assisting in managing a recipient's Social Security benefits. Accepting to become a Social Security Representative Payee for someone is a commitment that requires an investment of one’s time and efforts, as the job does not only include the management of a recipient’s Social Security benefits but also involves attending Social Security meetings involving the recipient. Nonetheless, being a Social Security Representative Payee can be a great way to assist a loved one.

Step 1

Visit the Social Security Office Locator page on the SSA homepage to find the nearest Social Security Office in your location (See Resources).

The page contains a Local Office Search tool that provides information on how to find various Social Security Offices based on an individual's 5-digit ZIP code.

Step 2

Provide your 5-digit ZIP code in the “Enter your zip code” field, and then click on the “Locate” button to find a Social Security Office in your location.

Step 3

Visit your local Social Security Office, and inform the Social Security staff member that you would like to change your Social Security Representative Payee. You will be provided with a form to complete allowing you to elect your new payee.

Note that while you have the right to elect a new payee, the payee you elect must also agree to the SSA she is willing to be your payee.

Step 4

Provide proof to SSA that your new elected payee has accepted to be your payee. The SSA will need to verify your new payee's identity and Social Security card.

Warnings

  • Social Security Administration will not approve any individual who may have previously mismanaged Social Security benefits, or committed a crime involving the agency.

Tips

  • Since the SSA will need to verify your new payee's identify and Social Security Card, it is advisable that you bring your new payee with you when you visit your local Social Security Office so that a local representative can check and document this information.