If you were serving as the payee and need to be replaced, how do that.remove representative payee (ad)
Step 1: Go to Your Local SSA Office The first step in the process is a quick visit to your local Social Security Administration (SSA) office. Learn more on where the nearest office near you is by visiting them through their service and helpline.
Ask for a Change: Let the SSA at their office know that you want to be changed or replaced with another rep payee. You will need to provide details as to why you are asking for this, which could include private concerns or queries about your ability in managing the beneficiary’s funds23.
Fill out Necessary Forms: The SSA will have you fill in certain forms. They are meant to be filled out by someone who is being terminated and include questions like why you think it would no longer work for this person or information about who should replace the rep payee if necessary.14
Think About the Beneficiary: If you recommend a new payee, it is important that this individual meets SSA requirements and would be prepared to serve. The SSA maintains a list of preference payees that can act on behalf of the beneficiary in his or her best interest23; these may include relatives, friends and organizations.
Your case will be reviewed by the SSA after you put in your request and forms, so just wait to hear whether they approve of a change of payee. If deemed necessary, 50 this process may involve interviews or other documentation.
Maintain Documentation: Keep forms submitted and all correspondence with SSA in regard to your request for future record.
Additionally, this exact same process is also what allows you to remove yourself from being the representative payee and ensures that a replacement can continue providing them services if needed.