If you checked "Other" in Question 4A or B, provide the details in Question 5. Fill out Question 4 only if you showed an amount in Question 3D.If you did not save any benefits, enter "0." Indicate who decided how to use benefits. Enter the total amount of unused benefits, if any. Include total accountable amount, food, housing, and personal items expenses. Provide the details on the accounting for beneficiaries for the reporting period.If during any part of this period other people or institutions took care of the beneficiary, answer "No" and comment in the "Remarks" box. Answer "Yes" to Question 2 if the beneficiary continued to live with the same person, in the same institution, or alone during the reporting period.If you were, provide the type of crime in the "Remarks" box. Indicate if you were convicted of a felony during the reporting period.Do not use the dollar sign and show all required amounts in dollars only (do not enter cents). ![]() Use black ink when filling out the document. Use the records you keep to answer the questions.Ĭomplete and submit the form within 30 days after receiving it. You must provide all the information required for the period indicated in the document. That is why they send the representative payee the Report Form (SSA-623). The SSA reviews the usage of benefits by the representative payees regularly. Form SSA-6230-OCR-SM, Representative Payee Report.The representative payee must keep all records and report on using the beneficiary's funds. The funds must be spent only on expenses approved by the SSA. A representative payee is responsible for ensuring the benefits are spent to pay for the medical expenses and everyday living of the beneficiary. Download а printable Form SSA-623 through the link below.Ī representative payee is an individual or organization that handles the social security or SSI benefits for a person who is unable to manage them. Social Security Administration (SSA) on August 1, 2013, with previous editions obsolete. Managing Work Collections of actionable tips, guides, and templates to help improve the way you work.Form SSA-623-F6, Representative Payee Report, is a form used to report how you as a representative payee use the benefits you receive on behalf of another person who is a Social Security or Supplemental Security Income (SSI) beneficiary.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.Community Find answers, learn best practices, or ask a question.Learning Center Find tutorials, help articles & webinars.A quarterly roundup of the innovations that’ll make your work life easier. ![]()
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