Payee Appointment Process               

Payee Appointment – No current payee

If you have a client that may need a payee you can click the tab “Who Needs a Payee” or you can find additional resource information at the SSA website.  If it is determined that the client does need a payee the following steps outline the process for obtaining a payee. 

1. Complete a B&B Payee Services application.  Make sure that all debts are included as well as landlord information.

2. Have physician/medical officer complete and sign SSA form 787 “Physician’s/Medical Officer’s Statement of Patient’ Ability to Manage Benefits”.

3. Have client complete and sign SSA form 4164 “Advance Notification of Representative Payment”.

4. Call for pick-up or mail all information to B&B Payee Services.

Payee Appointment – Changing payees

If you have a client that currently has a payee but would like to change.  The following steps outline the process for changing payees.

1. Complete a B&B Payee Services application.  Make sure that all debts are included as well as landlord information.

2. Have client complete and sign SSA form 4164 “Advance Notification of Representative Payment”

3. Call for pick-up or mail all information to B&B Payee Services.

B&B Payee Services

PO Box 980295,

Ypsilanti, MI 48198.  

Phone:   734-480-1347

E-mail:    info@bbpayeeservices.org