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This section defines SSAвЂ™s standard for removal of a rep payee, describes the removal request process, gives tips for making a request and preparing for an interview with SSA, and lays out what evidence SSA considers when determining whether to remove a rep payee. SSA determines whether to change a rep payee on a case-by-case basis to ensure the beneficiaryвЂ™s best interest is served. If a beneficiary believes there is a rep payee who is a better fit for their circumstances, the beneficiary should contact the local SSA office regardless of whether the proposed rep payee meets the standards above or is lower on the preference list than the current rep payee is.

An organization that charges a fee for its service.

Anyone not listed above who is qualified and able to act as payee, and who is willing to do so.

A friend without custody, but who shows strong concern for the beneficiaryвЂ™s well-being, including persons with power of attorney.

A private, for-profit institution with custody and is licensed under State law.

A public or nonprofit agency or institution.

A legal guardian/conservator with custody or who shows strong concern.

A spouse, parent or other relative with custody or who shows strong concern.

The following SSA preference list for adults may provide guidance on the likelihood that SSA will grant a request to change a beneficiaryвЂ™s rep payee: However, if a beneficiary wants to change their rep payee to an individual higher on the preference list, that may be enough for SSA to approve the change if the individual is otherwise qualified. SSA can choose not to strictly follow its order of preference if SSA decides it is in the beneficiaryвЂ™s overall best interest to choose someone lower on the preference list. SSA has provided its employees with guidance about the order of preference for selection of a rep payee. SSA tries to select the person, agency, organization, or institution that will best serve the interests of a beneficiary. How does SSA decide whether to change a beneficiaryвЂ™s rep payee? If the beneficiary knows who they want to be their rep payee, the beneficiary should also ask that person to complete the appropriate SSA form. The SSA office should then make a determination and notify the beneficiary. A beneficiary can find their local SSA office on the SSA website. What is the process for a beneficiary to request to change their rep payee?ДЄ beneficiary should contact their local SSA office and explain the reasons for wanting to change a rep payee.

any other individual SSA deems appropriate based on a written determination.

an administrator, owner, or employee of the facility where the beneficiary lives, if SSA cannot locate an alternative rep payee or.

a qualified organization authorized to collect a fee for performing rep payee services for the beneficiary.a facility licensed or certified as a care facility under State or local law.the beneficiaryвЂ™s legal guardian or legal representative.a relative living in the same household as the beneficiary.SSA may allow a creditor to be a rep payee if the person poses no risk to the beneficiary, if the creditorвЂ™s financial relationship with the beneficiary presents no substantial conflict of interest, and if the creditor is any of the following: is a creditor, which means the person provides the beneficiary with goods or services in exchange for something, like money.previously served as a rep payee and was found by SSA or a court to have misused benefits or.receives SSA benefits through a rep payee.has been convicted of an offense resulting in imprisonment for more than one year.has been convicted of a violation of the Social Security Act.Generally, a person is not qualified to be a rep payee if the person: Who may not serve as a rep payee?ДЄ rep payee must meet SSAвЂ™s qualifications. Why might a beneficiary want to change a rep payee?ДЄ beneficiary may want to change their rep payee if the beneficiary finds a person or organization that better fits their needs or if they think their rep payee is misusing their SSA benefits, is unable to manage the benefits, or is not following SSA rep payee rules.

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This section provides guidance on why an SSA beneficiary may want to change their rep payee and how to request a new rep payee. This publication is for adult beneficiaries and explains how a beneficiary can ask SSA to change or remove a rep payee and how a beneficiary can report a rep payee for misuse of funds. A rep payee can be a person or an organization. If a beneficiary cannot manage or direct the management of their SSA benefits, SSA appoints a representative payee (rep payee) to receive and manage the SSA benefits. The Social Security Administration (SSA) pays benefits to certain eligible people, called beneficiaries.