Designed to follow the Social Security Administration guidelines for Representative Payee duties and Responsibilities including:

• Paying food/shelter and personal needs
• Monitoring personal accounts for resource limitations
• If employed, reporting monthly earned income to Social Security Administration
• Filing required reports to Social Security Administration with supporting documentation
• Advocating for beneficiaries to protect, maintain or reinstate benefits through waiver appeal to Social Security Administration.

Accountability includes providing written reports to beneficiaries and if requested, to family members, case managers, and social workers.

A monthly fee is charged based on guidelines provided by the Social Security Administration and may be adjusted at the beginning of each year.

Initial Interview:

B&B Payee Services is not legally obligated to provide either representative payee or financial services. To determine if our services will meet the person's needs, we will set up an initial meeting to go over the needs and review the following guidelines. If, at the end of the interview, we determine that we are not able to meet the needs, we will ask that services be sought from another individual or agency.

Guidelines:

In order that you receive the best service possible, B&B Payee Services has set up the following guidelines or rules that the customer must be willing to follow:

1. Call ahead for an appointment.

Customers deserve our full attention when they come to our office. Since we serve a large number of people, the only way to guarantee the best service is to have an appointment. Most business can usually be conducted in one visit; however, additional visits will be set, if needed.

2. Bring all bills, bank statements, pay stubs and financial questions.

We will go over all of the finances and make decisions together. If there is anything that the customer does not understand, we will work together to help answer the questions. We believe that customers have the right to be fully informed about all of their financial matters and we work together to make that happen.

3. Call with your questions.

Most questions can usually be answered during office hours with a simple phone call to our office at (734) 480-1347. Messages can be left on voice mail. Be sure to leave a phone number where you can be reached.

4. Treat each other with respect.

We believe that everyone is important, and hope that our customers do too. We expect that differences of opinion will be handled in a calm and respectful manner. Since this is a business office, we can not tolerate yelling, swearing or other disruptive behaviors. If an individual will not discontinue an offensive behavior upon request, B&B Payee Services reserves the right to terminate the payee relationship.

5. Provide one month notice to discontinue service.

At any time, either party may discontinue the representative payee service after providing the other party with a one month's notice. This allows us to contact the Social Security Administration about the change and gives the customer time to find another payee.