OMB control number

Site Review Questionnaires for Volume and Fee-for-Service Payees and Beneficiary Interview Form

OMB 0960-0633 · SSA.

OMB 0960-0633

SSA uses the SSA-637, Site Review Questionnaire for Volume and Fee-for-Service Payees, to obtain information from payees about how the organization operates and carries out its representative payee responsibilities, including how it manages beneficiary funds. We then use the SSA-639, Beneficiary Interview Form, to obtain information from the beneficiaries to help corroborate the payee's statements. Due to the sensitivity of the information, SSA employees always complete the forms based on the answers respondents give during the interview. This collection is mandatory for representative payees and voluntary for beneficiaries. SSA will not allow representative payees who do not respond to continue serving as representative payees. The respondents are individuals; State and local governments; non-profit and for profit organizations serving as representative payees; and the beneficiaries they serve.

The latest form for Site Review Questionnaires for Volume and Fee-for-Service Payees and Beneficiary Interview Form expires 2027-04-30 and is listed under ICR 202108-0960-001.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
Document	Type
Form SSA-637 Expanded Monitoring Site Review Questionnaire for Volume and Fee for Service Payees	Form
Form SSA-637 Site Review Questionnaires for Volume and Fee-for-Service Payees	Form
Form SSA-639 Expanded Monitoring Site Review Beneficiary Review Form	Form
Form SSA-639 Expanded Monitoring Site Review: Beneficiary Interview Form	Form
Supporting Statement - 0960-0633 (final).docx	Supporting Statement A
Supporting Statement - 0633 (Final).docx	Supporting Statement A
Addendum - 0633 (Final).docx	Supplementary Document
Addendum - 0633 (Final).docx	Supplementary Document
Site Review Questionnaires for Volume and Fee-for-Service Payees	Form
Site Review Questionnaires for Volume and Fee-for-Service Payees	Form
Site Review Questionnaires for Volume and Fee-for-Service Payees	Other-Revised PA & PRA Statements
Expanded Monitoring Site Review: Beneficiary Interview Form	Form
Expanded Monitoring Site Review: Beneficiary Interview Form	Form
Expanded Monitoring Site Review: Beneficiary Interview Form	Other-Revised PA & PRA Statements

All Historical Document Collections

Historical document collections
Reference	Filing	Received	Action
202108-0960-001	Revision of a currently approved collection	2022-01-12	Approved with change
201808-0960-001	Revision of a currently approved collection	2018-12-06	Approved without change
201507-0960-011	Revision of a currently approved collection	2015-10-27	Approved without change
201209-0960-008	Revision of a currently approved collection	2012-12-12	Approved without change
200911-0960-004	Revision of a currently approved collection	2010-03-15	Approved without change
200702-0960-001	Revision of a currently approved collection	2007-04-03	Approved without change
200509-0960-007	No material or nonsubstantive change to a currently approved collection	2005-09-28	Approved without change
200403-0960-004	Extension without change of a currently approved collection	2004-03-12	Approved without change
200104-0960-003	Existing collection in use without an OMB Control Number	2001-04-12	Approved without change

OMB Details

Site Review Questionnaires for Volume and Fee-for-Service Payees

Federal Enterprise Architecture: Income Security - General Retirement and Disability

Information collection instruments
Form	Name	Electronic access	Type
Form SSA-637	Expanded Monitoring Site Review Questionnaire for Volume and Fee for Service Payees	Fillable Printable	Form

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.