What Records Must a Representative Payee Keep?

Payees should keep records showing how benefits were spent on the beneficiary’s needs and any conserved funds, including receipts and bank records suitable for SSA accounting.

Day-to-day tracking

Rent, utilities, food, and medical expenses.

Separate funds

Mixing payee personal money with beneficiary funds creates problems.

Accounting requests

SSA may require periodic accounting reports.

How advocacy can help

Ronnie Shaw can review your notices and facts and help you understand options that may apply. See Payee accounting help.

Every Social Security matter depends on the notices, deadlines, and facts in your case. Call Ronnie Shaw at 727-238-5117 so he can review your situation.