Rep Payee Services

Representative Payee Services, for a small fee determined by SSA,  will manage benefits by paying living expenses from a month’s budget with benefits from Social Security, Supplemental Security, or social security disability income. Services include 3 steps:

  1. Determining Need: if you have a disability, an illness and (or) an addiction that’s making it difficult to manage your money, you may qualify for services.
  2. Assessing Finances: TAC will review and monitor finances monthly to develop a plan to meet basic needs and pay bills on time.
  3. Setting Financial Goals: Together, we will develop short and long-term financial goals.

TAC is licensed and bonded to provide Payee Services. Our responsibilities include but are not limited to: managing, documenting, and reporting use of funds as payee. In accord with SSA and best practices, we will gather all necessary information and legal documentation necessary to meet the needs of  our Consumers. With TAC, Consumers get the following:

  • Individualized help with budgeting and money management.
  • Tailored Spending Plan with reliable distribution of funds.
  • Professional Record-Keeping
  • Bill –paying services and other administrative tasks.
  • Specialized access to social service resources that can assist with food, shelter, clothing, utilities, medication, and more.

Benefits of Organization Payee Services

  • Meet basic needs and avoid homelessness, malnutrition, and other risks associated with disability.
  • Provide an alternative way for a loving family to manage a relative’s care.
  • Encourage Consumer Participation in budgeting and managing bills for a greater sense of empowerment.
  • Receive Management services by trained, trustworthy, knowledgeable, professional staff who safeguard information and services.
  • Avoid extra fees and life threatening situations by making payments directly and timely to companies and landlords.

TAC Payee Brochure

Organization Payee Fact Sheet

Payee Request Form

Program Application