Representative Payee Report (Adult, Child, and Organizational Representative Payee)

When SSA determines it is not in an Old Age Survivors and Disability Insurance (OASDI), or Supplemental Security Income (SSI) recipient’s best interest to receive Social Security payments directly, the agency will designate a representative payee for the recipient. The representative payee can be: (1) a family member; (2) a non-family member who is a private citizen and is acquainted with the beneficiary; (3) an organization; (4) a state or local government agency; or (5) a business. In the capacity of representative payee, the person or organization receives the SSA recipient’s payment directly, and manages these payments. The respondents are representative payees of OASDI and SSI recipients.

The latest form for Representative Payee Report (Adult, Child, and Organizational Representative Payee) expires 2027-07-31 and can be found here.

SSA-623: Representative Payee Report (Adult Beneficiaries)

Federal Enterprise Architecture: Income Security - General Retirement and Disability

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