Serving those experiencing
financial obstacles
SERVICES
What we offer
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As Representative Payee, B&B Payee Services provide a valuable service to our clients. For those whom we serve as representative payee, this service may include some or all of the following functions:
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Paying for food, shelter and personal needs expenses
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Monitoring personal accounts for resource limitations
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Reporting monthly earned income to Social Security Administration, if employed,
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Filing required reports to Social Security Administration with supporting documentation
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Advocating for beneficiaries to protect, maintain or reinstate benefits through waiver appeal to Social Security Administration
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Providing written reports to beneficiaries and if requested, to family members, case managers, and social workers
Appointment Process
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If you or your client meets any of the criteria under "Who Needs a Payee", follow the steps below:
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Complete a B&B Payee Application form. Be sure to sign and date the application.
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If you are being represented/assisted by an organization or person please also complete a Release of Information form.
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Mail, email or fax all information to B&B Payee Services. (Contact Us)
If you have a client that currently has a payee but would like to change. The following steps outline the process for changing payees.
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Complete a B&B Payee Application form. Be sure to sign and date the application.
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If you are being represented/assisted by an organization or person please also complete a Release of Information form.
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Mail, email or fax all information to B&B Payee Services. (Contact Us)