Monthly & Long-Term Financial Assistance

Ensuring beneficiary day-to-day needs are met, with priority on food and shelter, medical and dental care and other personal needs.

Prepaid Debit Cards

The Visa Prepaid Debit Card can be used everywhere Visa debit cards are accepted.  This empowers our beneficiaries with more independence.

Financial Reporting

Record keeping and reporting in accordance with Social Security guidelines to show how beneficiary payments were spent or saved.

ABLE Account Assistance

Tax-free accounts that allow those with disabilities to save and spend money while protecting public benefit access.

Serving beneficiaries in Southeast Wisconsin!

Representative Payee Services – While most people receive their Social Security and Supplemental Security Income (SSI) payments directly, some need assistance in managing their benefits. Payments to these individuals are paid through a representative payee who receives the check on behalf of the beneficiary and provides for their personal needs

Children under 18, beneficiaries who are determined to be legally incompetent and beneficiaries that the Social Security Administrations has determined are not capable of managing their benefits.

While most people receive their Social Security and Supplemental Security Income (SSI) payments directly, some need assistance in managing their benefits. Payments to these individuals are paid through a representative payee who receives the check on behalf of the beneficiary and provides for their personal needs.

For many beneficiaries, a family member or friend serves as the payee. For some individuals, an Organizational Representative Payee is chosen.

  • Representative Payees understand the needs of the beneficiary (i.e., food, clothing, shelter, medical expenses and personal items)
  • Social Security payments are used to meet beneficiary needs
  • Any money left over after meeting the beneficiary’s needs are conserved
  • Income and expense records are kept for each beneficiary for at least 2 years per Social Security guidelines and are available for review.
  • Annual filings and other Social Security reporting are completed in compliance with Social Security requirements.

The law permits a qualified organization to collect from an individual a monthly fee for expenses incurred in providing services performed as such individual’s representative payee.

For 2021 the fee is limited to the lesser of (1) 10 percent of the monthly benefit involved, or (2) $45 per month ($84 per month in any case in which the individual is entitled to disability benefits and the Commissioner has determined that payment to the representative payee would serve the interest of the individual because the individual has an alcoholism or drug addiction condition and is incapable of managing such benefits).

Fee for Services Performed as a Representative Payee (ssa.gov)

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