About B&B Payee Services

B&B Payee Services is a non-profit corporation in the state of Michigan. We are an organization that provides representative payee services and financial management assistance. We help all who are experiencing financial obstacles, including those with disabilities, low income, or receiving Social Security/Veterans benefits.

B&B Payee Services offers professional and courteous services in the following areas:

monthly budget development
prompt and timely payment of expenses
debt payment plans
providing personal expense money

Detailed records of all transactions and completion of all required paperwork for government reporting will be maintained for all clients.

Our employees are professionals with education and experience in the field of financial management.

B&B Payee Services is able to provide professional and courteous service because of the creativity, training and dedication of our staff to the people we serve. We have a strong commitment to improve the finacial lives of all the individuals that we serve.

Financial advice and planning will also be offered to clients.

All services will require a fee.

Mission

Our mission is to provide professional representative payee services, and financial management assistance to people who have low income, disabilities, those receiving Social Security or Veterans benefits and are experiencing financial obstacles.

Values of B&B Payee Services:

Respect all clients, their families and friends
Provide high quality and professional service
Maintain a high level of honesty and integrity

Objectives of B&B Payee Services:

Improve the financial status/ well-being of our clients
Be available and accessible to all client/ potential clients
Ensure the financial viability of the company in order for clients to continue receiving our service
Gain a reputation in the community for service and high quality work

Who needs a payee?

The Social Security Administration (SSA) assumes that adult beneficiaries are capable of managing their money unless there is legal, medical or lay evidence to the contrary.

Having a representative payee is not an option or a choice.

SSA appoints a representative payee when a beneficiary is determined incapable of managing or directing someone else to manage their benefits.

The law requires that some beneficiaries have a representative payee.

Those required to have a payee include:

minor children under age 15 (For children age 15 - 17, SSA policy requires a representative payee, unless an exception is granted.);
legally incompetent adults (if your organization is a legal guardian for a beneficiary, you will need to submit a copy of the court appointment to SSA); and
disabled adults who are determined by SSA to be incapable, and who SSA has determined to have a drug addiction or alcohol (DAA) condition.

If you have a beneficiary that is receiving their own Social Security and/or SSI payments and they lose their ability to manage their money, you should promptly report this to SSA.

When this occurs, SSA will obtain medical or lay evidence to determine if the beneficiary is capable of managing his or her payments.

If the beneficiary is determined to be incapable, SSA will appointment a representative payee.

Special Needs of Beneficiaries With a Drug Addiction or Alcohol Condition

Disabled adults who are determined by SSA to be incapable, and who SSA has determined to have a drug addiction or alcohol condition must have a representative payee.

Organizations and agencies are preferred representative payees for these beneficiaries because they already serve the mentally ill, substance abusers and the homeless. These agencies are aware of the special needs of these individuals and how financial resources can help to meet those needs. SSA and local organizations and agencies have established mutually beneficial working relationships.