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Representative Payee

Why do you need a Rep Payee?

A Representative Payee (Rep Payee) is a designated individual or organization authorized by the Social Security Administration to oversee Social Security or SSI benefits on behalf of one or more beneficiaries. This crucial role maintains dedicated bank accounts and meticulous financial recordkeeping to ensure beneficiaries receive consistent and optimal support funding.

Navigator Fiduciary's Experience

We have vast experience as a Minnesota Rep Payee for individuals who receive SSI benefits. Navigator Fiduciary maintains dedicated bank accounts and financial recordkeeping to ensure beneficiaries receive consistent and optimal support funding. We report life changes or events that could affect eligibility or payment amounts to the required agency. We also track and report expenses against the benefit payments and provide benefit information to social services or other agencies for the support person.

A Trusted Organization

It is critical to manage the payments and ensure that no other sources of income or savings can disrupt the benefits payments. 
As a representative payee, we must:

  • Know the rules regarding how much the beneficiary can accumulate in assets

  • Understand how one's level of assets can affect their ability to continue qualifying for benefits

  • Deal with any lump-sum payments the beneficiary may receive as past due SSI benefits, which comes with its own set of rules.

Let's talk about how we can help you

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Navigator Fiduciary is a leading Minnesota provider for aging seniors and adults with special needs offering guardianship, conservatorship, estate, trustee, accounting and forensic accounting services. 

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© 2024 by Navigator Fiduciary and Forensic Services, Inc.

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