Representative Payee Program

Home / Representative Payee Program

Representative Payee Program

Through this program, we help ensure certain social security beneficiaries are protected from financial exploitation and other abuses, and ensure that funds are being used appropriately and in the best interest of the beneficiary.

To report an issue relating to a beneficiary or representative payee please use the “Report an Issue” button.

Program Overview

On April 13, 2018 the President signed into law the Strengthening Protections for Social Security Beneficiaries Act of 2018.  This Act requires the Social Security Administration (SSA) to make grants to each state’s Protection and Advocacy System.  As the Protection and Advocacy System for Virginia, dLCV will use this grant to conduct reviews of representative payees under the Social Security and Supplemental Security Income (SSI) programs.  In these reviews, dLCV will ensure that the funds given to each beneficiary are being used appropriately and in the best interest of the beneficiary.

This online publication provides an overview of the Social Security Representative Payee Program. Most of the links found below will take you away from this webpage to websites maintained by others. Links are current as of November 7, 2018.  The information provided is not intended to be all-inclusive and is not a substitute for legal advice.

Helpful Links


  • Social Security’s Representative Payment Program – Social Security’s Representative Payment Program provides benefit payment management for our beneficiaries who are incapable of managing their Social Security or Supplemental Security Income (SSI) payments.


dLCV will conduct all periodic onsite reviews along with additional discretionary reviews. In addition, the dLCV will conduct educational visits and conduct reviews based on allegations they receive of payee misconduct. The review includes:

  • an interview with the individual or organizational representative payee;
  • a review of the representative payee’s financial records for the requested beneficiary or sample of beneficiaries served;
  • a home visit and interview for each beneficiary included in the review; and
  • an interview with legal guardians and third parties, when applicable.

Links and associated content are provided for informational purposes only. They do not necessarily constitute an endorsement or an approval by dLCV of the information, services, opinions, or products of the individuals or organizations.

Back to top

Self-Advocacy Complaint

Request dLCV Services

  • Get Help – We help clients with disability-related problems like abuse, neglect, and discrimination.  If you feel like your legal rights have been violated, contact us!

Submit a Fraud Report to Office of Inspector General

If you feel the Representative Payee has in some fashion misused the benefits being issued for the beneficiary, contact the OIG Fraud Hotline. Do you suspect someone of committing fraud against Social Security?  The SSA OIG Fraud Hotline takes reports of alleged fraud, waste, and abuse.

You should provide as much identifying information as possible regarding the suspect. Such information should include:

  • Name of the Representative Payee and the beneficiary
  • Social Security Number of the Representative Payee and the beneficiary
  • Date of birth of the Representative Payee and the beneficiary
  • Details regarding the allegation, such as when it happened, how the abuse was committed, and where the abuse took place

Report Abuse

If you or someone you support has been abused, neglected, or exploited, contact Adult Protective Services at 1-888-832-3858 or Child Protective Services at 1-800-552-7096 regardless of the setting in which the abuse, neglect, or exploitation occurred.  If you or someone you support is in immediate danger, call 911.

Back to top


Representative Payee Informational Video


All About Representative Payees

Today’s episode is all about the Social Security Administration’s Representative Payee program. dLCV Advocate Suzanne Herbst joins us today to share what a representative payee is and how dLCV is involved with the Representative Payee program. We get a lot of calls about Social Security, we know it’s a confusing topic but Suzanne does a great job at breaking it all down and explaining parts of the process.

Organizations Mentioned:

Frequently Asked Questions

SSA requires a representative payee to perform the following duties:

  1. Manage funds so the beneficiary has no unmet needs;
  2. Account for all funds received and spent;
  3. Conserve any unspent funds appropriately; and
  4. Comply with all accounting and reporting responsibilities

The SSA requires representative payees to keep records and, when asked, report how funds are spent on behalf of a beneficiary.

A majority of the representative payee reviews will be directly assigned to the DRC-NH by SSA. The DRC-NH will also select other representative payees to review at its discretion.

During a representative payee review, the dLCV will do the following:

  1. Interview the individual or organizational representative payee;
  2. Review the representative payee’s financial records for the requested beneficiary or beneficiaries;
  3. Conduct a home visit and interview with all included beneficiaries; and
  4. Interview any legal guardians or third parties, when applicable.

dLCV will review a wide range of financial documents, including a beneficiary budget and ledger, individual bank statements, receipts of income, expense documentation, etc. For a more complete list of financial documents, please visit the SSA Representative Payee program webpage.

If dLCV has concerns that the representative payee is not fulfilling its duties, corrective action may be required. If corrective action is needed, either dLCV or the SSA will contact the representative payee to explain the findings and begin the corrective action. If the review finds no corrective action is needed, the representative payee will receive notice that the review is complete.

If you have concerns about your representative payee, you can contact dLCV at (804) 225-2042 to learn more about your legal rights as a beneficiary. You can also visit the SSA webpage “When a Payee Manages Your Money”.