Representative Payee Home

To start

You must be 18 or older to complete the Representative Payee Accounting Report online. If you are under 18 and a representative payee, you must complete the paper Representative Payee Report form you received in the mail and return it to the address shown on the form.

You will need to have the report that you received in the mail to access your beneficiary's records. For security reasons, we will ask for information about unique codes on your report.

Completing your report

We estimate that it will take about 15 minutes to read the instructions, gather the facts, and answer the questions. For more information go to the Paperwork Reduction Act.

You must complete this report in one sitting. If you do not complete the report. you cannot save your information. However, you can log-in again, and start your report from the beginning.

When you finish

After you complete your accounting update, you will get a confirmation number for your reference. We will save this information for 30 days in our records for your review.