Form SSA-445 Application To Collect A Fee For Payee Services (Private

Form Approved
OMB No. 0960-0719

SOCIAL SECURITY ADMINISTRATION
APPLICATION TO COLLECT A FEE FOR PAYEE SERVICES

I/We, as representative of the organization named below, request authorization from the Social Security Administration to
collect a fee for providing payee services in accordance with section 205(j)(4)(A) of the Social Security Act. (42 USC
405(j)(4)(A))
I understand that I must provide the following documents along with this application:
•
•
•

Proof of tax exempt status under Sec. 501(c) of the Internal Revenue Code (if applicable).
Our organization's mission statement.
A list of current beneficiaries being served (if applicable) including name, address and SSN.

1.) Name of Organization

2.) EIN

3.) Type of Organization

Community based, non-profit social service agency
State/Local Government Agency

4.) Address

5.) City, State, Zip Code

Phone Number
(

6.) Licensed

Yes

No

)

-

(Circle One)

If YES, Licensor name and type of license
Exp. Date
Phone Number (

Licensor Address

7.) Bonded/Insured

Yes

No

)

-

(Circle One)

If YES, Bond/Insurance Co. name
Address

Phone Number (

Bond/Policy Type

Exp. Date

Amount

Serial/Policy #

)

-

8.) Maximum number of beneficiaries that you are able to serve
9.) Is your organization currently charging a fee for providing payee services?
10.) Number of employees that handle affairs for the SSA beneficiaries

11.) Indicate your service area by counties served or zip codes

SSA-445 (07-2006)

Yes

No

(Circle One)

12.) Do you serve any beneficiaries who owe you money now, or will owe you in the future?
Yes
No (Circle One)
If YES, please describe the amount and reason for the debt:

PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE SIGNING THIS FORM
I understand the information furnished in this form is subject to verification by the Social Security Administration (SSA) at the time of
initial application and during subsequent recertifications as a fee-for-service organizational payee.
I understand I may not collect a fee for payee services unless and until I have received written authorization to do so by SSA. If
granted authorization, I agree not to collect a fee higher than the amount authorized by SSA.
I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or
forms, and that the information is true and correct to the best of my knowledge. I understand that if I knowingly and willfully make a
false, fictitious, or fraudulent statement or representation on this form, or cause someone else to do so, I may be fined and/or
imprisoned (18 U.S.C. §1001).

Signature:

Date:

Print Your Name & Title:

Phone:

Signature of Director/CEO (if different than above):
Print Your Name and Title:

Phone:

Signature of SSA Official:

Title:

DO Code:

Date:

Privacy Act: The Social Security Administration is authorized to request the information on this form under sections
205(j)(4) and 1631(a)(2) of the Social Security Act and 20 CFR 404.2040a and 416.640a. The information requested on
this form will be used to consider your eligibility as a Fee for Service Representative Payee. You do not have to give us
this information. However, without the information, we may not be able to authorize you to collect a fee for providing
payee services.

See Revised Privacy Act Statement

The information you provide may be disclosed to the Office of the President or to a congressional office requesting
information on your behalf, to the General Services Administration and the National Archives and Records
Administration for conducting records management studies, and to contractors and other Federal agencies, as
necessary, to assist in the administration of Social Security Administration programs.
We may also use this information when we match records by computer. Matching programs compare our records with
those of other Federal, State or local government agencies. Many agencies may use matching programs to find or
prove that a person qualifies for benefits paid by the Federal government. The law allows us to do this even if you do
not agree to it.
Explanations about these and other reasons why information you provide may be used or given out are available in
Seemore
Revised
Reduction
Act office.
Social Security offices. If you want to learn
about Paperwork
this, contact any
Social Security

Statement
Paperwork Reduction Act Statement: This information collection meets the requirements of 44 U.S.C. § 3507, as
amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we
display a valid Office of Management and Budget control number. We estimate that it will take about 10 minutes to read
the instructions, gather the facts, and answer the questions. SEND OR BRING THE COMPLETED FORM TO YOUR
LOCAL SOCIAL SECURITY OFFICE. The office is listed under U.S. Government agencies in your telephone
directory or you may call Social Security at 1-800-772-1213. You may send comments on our time estimate above
to: SSA, 6401 Security Blvd., Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this
address, not the completed form.
SSA-445

(07-2006)

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