Form SSA-6234 Representative Payee Report (Organization)

Social Security Administration
Representative Payee Report
Why You Received
This Form

We must regularly review how representative payees used the benefits they
received on behalf of the Social Security and/or Supplemental Security Income (SSI)
beneficiaries. We do this to ensure the benefits are used properly. When you were
appointed representative payee, you were informed of the duties and responsibilities
of a representative payee, including keeping records and reporting on the use
of benefits.

What You Need
To Do

You must report to SSA on your use of benefits if you received any Social Security
and/or SSI payments during the 12 month period shown on the enclosed form. You
must do this if you wish to continue receiving benefits on behalf of another person.
You should use the records you have saved to answer the questions on the
enclosed form.

You may submit this form online via www.ssa.gov/payee. Please follow the
instructions for Internet Payee Accounting Report. If you complete the form
online, you will be able to print a receipt and a copy of your report. If you report
online, you should have all your records and the enclosed form handy to help
you answer the questions. You should not send in a paper form if you complete
the online version.
Any records you have saved such as bank statements, cancelled checks, receipts for
rent, etc., should be kept for two years from the time you file your report with SSA.
You should not send in any of these records with your report form. If we have any
questions or require proof, we will contact you.

General Instructions If You
Complete and Return The
Enclosed Form

Please read these instructions before you complete the enclosed report form or
submit your report online. You should either complete and return the report
form, or submit the online report, within 30 days.
To help us process your report, please follow these instructions:
1. Use black ink.
2. Keep your numbers and “X’s” inside the boxes.
3. Do not use dollar signs.
4. Show money amounts in dollars only. Do not show cents.
For example, show $1,540.30 like this:
DOLLAR AMOUNT

1 , 5 4 0
5. Use the REMARKS section on the back of the form to provide additional
information as requested.
6. Review the payee mailing address and correct if necessary. If you change the
payee mailing address to a P.O. Box, show the payee’s actual physical address
in REMARKS.
7. Print job title in the boxes provided using capital letters.
For example, print “Administrator” like this:

A DM I N I S T R A T O R
8. Be sure you, the representative payee, sign the form.
Form SSA-6234-F6 (08-2013) ef (08-2013)

1

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Some
Definitions
To Help You

Benefits - The Social Security and/or SSI money that you receive.
Payee - You. The person (or organization) who receives Social Security and/or SSI benefits
for someone else.
Beneficiary - The person for whom you receive Social Security and/or SSI benefits.
Legal Guardian - The person or organization appointed by a state court to manage the
affairs of the beneficiary.
Fees - Money collected from a beneficiary for payee or guardianship services.
Report Period - The 12-month period shown on the report for which you must account for
the benefits you received.
Total Accountable Amount - The amount of benefits paid to you during the report period
plus any amount you reported as saved on last year's report.

HOW TO FILL OUT THE FORM
QUESTION 1 –
Beneficiary
Custody
Changes

Place an “X” in the “YES” box if the beneficiary continued to live alone, or with
the same person, or in the same institution during the entire report period. Place
an “X” in the “NO” box if different people or different institutions took care of
the beneficiary during any part of the report period. Explain the change and
provide the beneficiary’s current address under REMARKS.

QUESTION 2 –
Accounting
For Benefits

The total accountable amount includes the benefits you received during the
report period plus any benefits you reported as saved on last year’s report.

A.

Who Decided
How Benefits
Were Used?

Place an “X” in the “YES” box if you (the payee) decided how the benefits were
spent or saved. Place an “X” in the “NO” box if the beneficiary or someone else
decided how to use the money, and explain under REMARKS.

B.

Did You
Charge A Fee?
And
How Much Did
You Collect?

Place an “X” in the “YES” box if you charged the beneficiary a fee for payee or
guardianship services you provided during the report period and show the total
amount of benefits you collected from the beneficiary. If you did not charge the
beneficiary a fee, place an “X” in the “NO” box and go to 2.C. below.

C.

Food and
Housing

Show the total amount of benefits spent for food and housing for the beneficiary
during the report period.

D.

Personal
Items

Show the total amount of benefits spent on clothing, medical/dental care,
education, and recreational items like toys, movies, cameras, radios, candy,
stationary, grooming aids, etc. during the report period. Note: If the beneficiary
lives in an institution or other care facility, you should spend at least $360 a year
for the beneficiary’s personal needs. If you spent less than $360, explain
under REMARKS.

E.

Unused
Benefits

Show the amount of benefits you saved for the beneficiary at the end of the report
period including any interest earned. Show zeroes if you did not save any of
the benefits.

Form SSA-6234-F6 (08-2013) ef (08-2013)

2

QUESTION 3 Savings Information

Answer this question if you showed an amount in 2E.

A.

Type Of
Account

Place an “X” in the box which shows how you are saving the benefits. Place an
“X” in the “Other” box if your method of saving the benefits is not listed.

B.

Account Title

Place an “X” in the box which most accurately describes the wording of the
account title you have on the beneficiary’s savings. Place an “X” in the “Other”
box if the account title is different or if you have not placed the savings in any
type of account.

QUESTION 4 Other Savings/
Account Titles

Answer this question only if you checked “OTHER” in 3.A. or 3.B.

A.

Type Of
Account

Indicate whether the saved benefits are in cash, Treasury Bills, or some other
investment such as mutual funds. For mutual funds, be sure to show the name of
the fund in your response (e.g., “XYZ Growth” mutual fund).

B.

Title Of
Account

Show the title of the account if the savings are in an account or other investment.
Show “none” if the savings are not in an account or investment.

C.

Payee’s
Signature

Sign your name in this block . If the payee is an organization, an authorized
person must sign the form. This includes the signature of those employees
designated to complete the report on behalf of the payee.

D.

Job Title

If you represent an organization, show your job title (e.g., administrator,
bookkeeper, etc.).

Continued on the Reverse
Form SSA-6234-F6 (08-2013) ef (08-2013)

3

Your Responsibilities As Representative Payee

1. To comply with Federal laws requiring the release
of information from Social Security records
(e.g. to the Government Accountability Office and
Department of Veterans Affairs);
2. To facilitate statistical research, audit, or
investigative activities necessary to assure the
integrity and improvement of Social
Security programs;
3. To respond to a request on your behalf from a
Congressional office or the Office of the
President; and
4. To other Federal agencies and our contractors,
including external data sources, to assist us in
efficiently administering our programs.

We appreciate your services as representative payee. As
payee, you must use the Social Security and/or SSI
benefits you receive for the care and well being of the
beneficiary. You need to know the beneficiary’s needs so
that you can use the money properly.
In addition to reporting on the use of benefits, you must
report any changes which may affect the beneficiary’s
eligibility for benefits, or the payment amount. You
should report the changes as soon as possible by calling
SSA at 1-800-772-1213, or by calling or writing your
local SSA office. For example, you must tell us if
the beneficiary:

We may also use the information you give us in computer
matching programs. Matching programs compare our
records with records kept by other Federal, State, or local
government agencies. We use the information from these
programs to establish or verify a person's eligibility for
federally funded or administered benefit programs and for
repayment of incorrect payments or delinquent debts
under these programs.

• dies,
• moves (especially if he/she enters or leaves a
hospital or other institution),
• marries,
• starts or stops working,
• is imprisoned,
• is adopted,
• no longer needs a payee, or
• you are no longer responsible for the beneficiary.

A complete list of routine uses for this information is
available in our Privacy Act System of Records Notice
(SORN) entitled, Master Representative Payee File
(60-0222). The complete SORN, addition information
about this form, routine uses of information, and our
programs and systems are available online at
www.socialsecurity.gov or your local Social
Security office.

If you are payee for a child receiving SSI benefits, we
may ask you for proof that the child is receiving medical
treatment for his/her disabling condition. We may ask for
this information at the time we review the child’s case. If
we do ask for this information, you must give it to us.
If you are no longer payee for the beneficiary, you must
return any Social Security funds you have saved to SSA.

Paperwork Reduction Act Statement - This

information collection meets the requirements of
44 U.S.C. §3507, as amended by section 2 of the
Paperwork Reduction Act of 1995 . You do not need to
answer these questions unless we display a valid Office of
Management and Budget control number. We estimate
that it will take about 15 minutes to read the instructions,
gather the necessary facts, and answer the questions. You
may send comments on our time estimate above to: SSA,
6401 Security Blvd, Baltimore, MD 21235. Send only
comments relating to our time estimate to this address,
not the completed form.

The Privacy Act And Paperwork
Reduction Act Statements
Sections 205(j) and 1631(a) of the Social Security Act, as
amended, authorize us to collect this information to enable
us to account for the claimant's payments and to ensure
that you use the payments for the claimant's needs. Your
responses are voluntary. However, without the
information, we may not be able to continue sending the
claimant's payments to you.
We rarely use the information you give us for any purpose
other than for accounting purposes. However, we may use
it for the administration and integrity of Social Security
programs. We may also disclose information to another
person or to another agency in accordance with approved
routine uses, which include, but are not limited to, the
following:

If You Have Any Questions
If you have any questions, please call us at
1-800-772-1213. We can answer most questions over the
phone. If you prefer to visit one of our offices, please use
the 800 number and we will give you the address and
telephone number of the office nearest you. Please take
this report with you if you visit an office. You may also
visit our website at www.socialsecurity.gov.

See Revised Privacy Act and
Paperwork Reduction Act
Statements attached.

Form SSA-6234-F6 (08-2013) ef (08-2013)

4

Representative Payee Report
PAYEE'S NAME AND ADDRESS

Form Approved
OMB No.0960-0068

REPORT PERIOD

SOCIAL SECURITY NUMBER

FROM:

TO:

BENEFICIARY

BIC

ID

CF

FP

TAA

D

PF

TP

CC

BSSN

GS

FFS

PC

DAA

DOC

MFA

If change of address, check box and enter
new address on back of report.

This report is about the benefits you received between
and
for the
beneficiary,
. Please read the enclosed instructions before completing
this form to help you answer each question.

1.
2.

Did the beneficiary continue to live alone, or with the same person, or in the
same institution from
to
?
If NO, please explain and provide the beneficiary's current address in
REMARKS on the back of this form.
Benefits paid to you between

and

YES

NO

YES

NO

YES

NO

=$

Benefits you reported as saved on last year's report

=$

Total Accountable Amount

=$

A.

Did you (the payee) decide how the
was spent or saved?
If NO, please explain in REMARKS on the back of this form.

B.

Did you (the payee) charge the beneficiary a fee for payee or
guardianship services you provided between
and
?

u

u

If YES, how much of the
did you collect from the
beneficiary for these services between
and
?
u

DOLLAR AMOUNT
(NO CENTS)

,

C.

How much of the
did you spend for the
beneficiary’s food and housing between
and
?

u

,

D.

How much of the
did you spend on other things for the
beneficiary such as clothing, education, medical and dental expenses,
recreation, or personal items between
and
?
u

,

E.

How much, if any, of the
the beneficiary as of the

did you save for
? If none show zeros.

u

Form SSA-6234-F6 (08-2013) ef (08-2013)

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,

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FOR SSA USE ONLY

3.

ATT

MARK

SIG

UND1

UND2

OTH

If you showed an amount in 2.E. (front page), place an “X” in the boxes below to show how you
are saving the benefits. If you have more than one account, you may mark more than one box in
each section.
A. TYPE OF ACCOUNT

Savings/
Checking
Account

4.

U.S. Savings
Bonds

Certificates of
Deposit

Collective Savings/
Checking Account

B. TITLE OF ACCOUNT
Treasury Bills

Other

Beneficiary's Name
by Your Name

Your Name for
Beneficiary's Name

Other

Answer this question only if you answered "OTHER" in 3.A. or 3.B. above. If you answered "OTHER" in
3.A. or 3.B., show the type of account or investment, or the title of the account in which the benefits are
saved.
A. TYPE OF ACCOUNT

B. TITLE OF ACCOUNT

REMARKS

NEW ADDRESS

I declare under penalty of perjury that I have examined all the information on this form, and on any
accompanying statements or forms, and it is true and correct to the best of my knowledge. I understand
that anyone who knowingly gives a false or misleading statement about a material fact in this information,
or causes someone else to do so, commits a crime and may be sent to prison, or may face other penalties,
or both.

5.
6.

PAYEE'S SIGNATURE

PRINT JOB TITLE

Form SSA-6234-F6 (08-2013) ef (08-2013)

7.
8.

DATE

DAYTIME TELEPHONE NUMBER(S)
(Include area code and extension)
Area Code

Extension