Steps to become my SSI-eligible adult son's representative payee with Social Security

You'll need to fill out Form SSA-11 (Request to be Selected as Payee) and submit it to your local Social Security office. Since you already have legal guardianship, bring those court documents with you - that will definitely strengthen your case. Yes, they generally want to interview both you and your son as part of the process. The SSA tries to process these requests quickly, especially when there's an established guardianship relationship. Call your local office first to schedule an appointment rather than just walking in, as that can save a lot of time.

I went through this exact process with my sister last year. Beyond what the previous commenter mentioned, make sure you also bring: - Your ID and your son's ID - Your son's SSI award letter or any recent SSA correspondence - Proof of your address (they'll want to verify you live with or near him) - Your bank account info if you want direct deposit In my experience, having the guardianship papers really expedited things. It took about 2 weeks from our appointment for the change to process. Until it's official, your son will still receive his payments directly.

my mom is my payee cuz i got learning disability and the ssa people just asked me if i was ok with it. wasnt a big deal took like 20 min at the office. good luck!

I TRIED TO BECOME MY SONS PAYEE LAST YEAR AND SSA MADE IT IMPOSSIBLE!!!! They kept saying they "lost" my paperwork THREE TIMES and then assigned some agency as his payee instead of me. Now they take $45 a month in fees that my son needs for his medications!!! The system is RIGGED against families!!!! Ask for a supervisor immediately and get EVERYTHING in writing!!!

I helped my friend become her daughter's payee and we had to call SSA about 20 times before we got an appointment. It was so frustrating because we kept getting disconnected or told different things each time we called. Just be prepared for a lot of patience when dealing with them.

Just went thru this with my cousin. Make sure ur son is there for the appointment! We didn't bring him first time and had to reschedule the whole thing. Also they might do a home visit sometimes to check living situation just fyi.

To answer your question about the form - yes, you can download SSA-11 from the Social Security website and fill it out in advance. That will save time. Also, since you already have legal guardianship, you might want to bring a brief explanation of why you're only now applying to be the representative payee. It shouldn't be a problem, but it helps to address it proactively. Having documentation of the recent financial difficulties might help demonstrate the need for the change.

one more thing they might ask about ur sons condition and if he can work at all cuz they always ask me that at every meeting

They didn't interrogate my sister too intensely. Basic questions like: - Does she understand what a representative payee does? - Is she comfortable with you managing her money? - Does she want you to be her payee? It was pretty straightforward. The SSA representative was more focused on making sure she wasn't being coerced. Since you have guardianship papers, they'll understand there's already been a legal determination about decision-making capacity. Oh, and they'll also ask you questions about how you'll use the money for his benefit and keep track of expenses. They might ask for annual accounting of how the SSI funds were spent, so start keeping good records now.