Form SSA-6233 Representative Payee Report of Benefits and Dedicated Ac

Representative Payee Report of Benefits
and Dedicated Account

Form Approved
OMB No. 0960-0576

REPORT PERIOD

PAYEE'S NAME AND ADDRESS

FROM:

TO:

SOCIAL SECURITY NUMBER

-

-

BENEFICIARY

Please review the above mailing address and correct if necessary.

This report is about the benefits you received for the beneficiary and those which were deposited in
the dedicated account during the report period shown above. It also includes any money you
reported as saved from a prior report period. Please read the enclosed instructions before
completing this form to help you answer each question.
1. Were you (the payee) convicted of a crime considered to
be a felony during the report period shown above?

YES

NO

YES

NO

YES

NO

If YES, please explain the type of crime:

2. Did the beneficiary continue to live alone, or with the same
person, or in the same institution during the report period
shown above?
If NO, please explain and provide the beneficiary's current address:

3. Benefits paid to you during the report period
Benefits you reported saved from prior years
Total Accountable Benefit Amount
A. Did you (the payee) decide how the total
accountable amount was spent or saved?

=$
=$
=$

If NO, please explain:

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3.

B. How much of the total accountable amount did you spend for
the beneficiary's food and housing during the report period?

C. How much of the total accountable amount did you spend on
other things for the beneficiary such as clothing, education,
medical and dental expenses, recreation, or personal items
during the report period?

DOLLAR AMOUNT
(NO CENTS)

,
DOLLAR AMOUNT
(NO CENTS)

,

If the beneficiary lives in an institution or other care facility and you spent less
than $360 a year for the beneficiary's personal needs, please explain how his/her
needs were met:

D. How much, if any, of the total accountable amount did you save
for the beneficiary as of the last month in the report period? If
none, show zeroes.

DOLLAR AMOUNT
(NO CENTS)

,

4. If you showed an amount in 3.D. above, place an "X" in the boxes below to show how you are
saving the benefits. If you have more than one account, you may mark more than one box in
each section.
A. TYPE OF ACCOUNT
Savings/
Checking
Account

5.

U.S. Savings Certificates
of Deposit
Bonds

Collective
Savings/
Checking
Account

B. TITLE OF ACCOUNT
Other

Beneficiary's Name
Your Name for
by Your Name
Beneficiary's Name

Other

A. If you answered "Other" in 4.A., show the type of account or investment in which the
benefits are saved:

B. If you answered "Other" in 4.B., show the title of the account in which the benefits are
saved:

Form SSA-6233-BK (07-2013) ef (07-2013)

2.

6. Past-due SSI benefits deposited by SSA in dedicated account
Balance in dedicated account as you reported on a prior report
Total Dedicated Account Amount

=$
=$
=$

Did you deposit any money into the dedicated account during the
report period?

YES

NO

YES

NO

If YES, please provide the date and amount of each deposit:

7.

A. Did you take any money out of the dedicated account
during the report period?
If YES, please explain what items and/or services you
purchased and the amount of each purchase:

NO

YES

B. Were these purchases for medical treatment, or education
or job skills training?
If NO, please explain how they benefited the beneficiary
and are related to his/her impairment(s):

8. What is the balance, including any interest earned, in the dedicated
account as of the last month in the report period? If none, show
zeroes.

DOLLAR AMOUNT
(NO CENTS)

,

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements
or forms, and it is true and correct to the best of my knowledge. I understand that anyone who knowingly gives a false or
misleading statement about a material fact in this information, or causes someone else to do so, commits a crime and may be
sent to prison, or may face other penalties, or both.
DATE
PAYEE'S SIGNATURE (If signed by mark (X), two witnesses must sign below.)
RELATIONSHIP TO BENEFICIARY OR TITLE

TELEPHONE NUMBER (including area code)

(

)

-

Witness Signatures Are Required Only If The Payee's Signature Above Has Been Signed By Mark (X).
SIGNATURE OF WITNESS

DATE

SIGNATURE OF WITNESS

DATE

Form SSA-6233-BK (07-2013) ef (07-2013)

3.

Social Security Administration
Representative Payee Report of Benefits
and Dedicated Account
Why You
Received
This Form

We must regularly review how representative payees used the benefits they
received on behalf of Social Security and/or Supplemental Security Income (SSI)
beneficiaries. We do this to ensure the benefits are used properly.
When you were appointed representative payee, you were required to establish a
separate (we refer to it as a dedicated ) account in which we direct deposited
certain past-due SSI benefits. You were informed of the duties and responsibilities
of a representative payee, including keeping a record of all the money taken from
the dedicated account and receipts for all the items and/or services purchased. We
must regularly review this account for additional deposits and to ensure that the
items and/or services purchased are in compliance with the law. As part of this
review, you need to answer the questions on the enclosed form. It is called
Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK.
You should keep these records (e.g. bank statements and canceled checks) along
with receipts for two years from the time you complete the form. Do not submit
any records with the completed form. If we have any questions, we will contact
you.

What You
Need To Do

Please read the instructions below before you complete the report. Then,
complete the report and send it to us in the enclosed envelope within 30 days.
If you do not return it promptly, we may stop sending payments to you.

General
Information

To help us process your report, please follow these instructions:
1. Do not use dollar signs.
2. Show money amounts in dollars only. Do not show cents.
For example, show $1,540.30 like this:
DOLLAR AMOUNT
1

, 5

4

0

3. Be sure you, the representative payee, sign the form.

Some
Definitions
To Help You

Benefits - The Social Security and/or SSI money you receive.
Payee - You. The person (or organization) who receives Social Security and/or
SSI benefits for someone else.
Beneficiary - The person for whom you receive Social Security and/or SSI
benefits.
Legal Guardian - The person or organization appointed by a State court to
manage the affairs of a beneficiary.

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Some
Definitions
To Help You
(Continued)

Report Period - The 12-month period shown on the report for which you must
account for the benefits you received and report on the dedicated account.
Total Accountable Benefit Amount - The amount of benefits paid to you during
the report period plus any amount you reported as saved on last year's report.
Note: This amount does not include any SSI past-due benefits SSA deposited
into the dedicated account.
Dedicated Account - This is the savings, checking or money market account you
were required by law to establish for certain past-due SSI benefits. We call it a
dedicated account because the law also restricts the items and/or services you
can buy with money from the account.
Total Dedicated Account Amount - The amount of past-due SSI benefits SSA
direct deposited into the dedicated account plus the account balance as you
reported on last year's report.

HOW TO COMPLETE THE SSA-6233-BK
Question 1 Payee Felony
Convictions

Place an "X" in the "YES" box if during the report period, you (the payee) were
convicted of a crime considered to be a felony, and explain the type of crime.
Otherwise, place an "X" in the "NO" box.

Question 2 Beneficiary
Custody
Changes

Place an "X" in the "YES" box if the beneficiary continued to live alone, or with
the same person, or in the same institution during the entire report period. Place
an "X" in the "NO" box if different people, or different institutions took care of
the beneficiary during any part of the report period. Explain the change and
provide the beneficiary's current address.

Question 3 Accounting
For Benefits

The total accountable benefit amount includes the benefits you received during
the report period plus any benefits you reported as saved on last year's report.
Note: It does not include the money that was deposited by SSA or you into the
dedicated account.

A.Who Decided
How Benefits
Were Used?

Place an "X" in the "YES" box if you (the payee) decided how the benefits were
to be spent or saved. Place an "X" in the "NO" box if the beneficiary or someone
else decided how to use the money, and explain in the space provided.

B.Food And
Housing

Show the total amount of benefits spent for food and housing for the beneficiary
during the report period. If the beneficiary lives in an institution or nursing home
and you pay monthly charges, multiply the monthly charge by 12 and show this
amount.

Form SSA-6233-BK (07-2013) ef (07-2013)

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C.Personal
Items

Show the total amount of benefits spent for the beneficiary on clothing, medical/
dental care, education, and recreational items like toys, movies, cameras, radios,
candy, stationery, grooming aids, etc. during the report period. Note: If the
beneficiary lives in an institution or other care facility, you should spend at least
$360 a year for the beneficiary's personal needs. If you spent less than $360,
explain in the space provided.

D.Unused
Benefits

Show the total amount of benefits you have saved for the beneficiary at the end
of the report period, including any interest earned. Show zeroes if you did not
save any of the benefits. Note: Do not include the money saved in the dedicated
account.

Question 4 Savings Information

Answer this question if you showed an amount in 3.D.

A.Type of
Account

Place an "X" in the box which shows how you are saving the benefits. Place an
"X" in the "Other" box if your method of saving the benefits is not listed.

B.Account
Title

Place an "X" in the box which most accurately describes the wording of the
account title you have on the beneficiary's savings. Place an "X" in the "Other"
box if the account title is different or if you have not placed the savings in any
type of account. Note: A savings or checking account title should always show
that the money belongs to the beneficiary, but the beneficiary should not have
direct access to the funds.

Question 5 Other Savings/
Account Titles

Answer this question only if you checked "Other" in 4.A. or 4.B.

A.Type of
Account

Indicate whether the saved benefits are in cash, Treasury Bills, or some other
investment.

B.Title of
Account

Show the title of the account if the savings are in an account or other investment.
Show "None" if the savings are not in an account or investment.

Question 6 Total Dedicated
Account Amount

The total dedicated account amount includes the past-due SSI benefits SSA
deposited into the account during the report period plus the balance in the
account as you reported on last year's report.

Deposits Into
Dedicated
Account

Place an "X" in the "YES" box if you deposited any money into the dedicated
account during the report period. Show the date and amount of each deposit.
Place and "X" in the "NO" box if you did not deposit any money into the
account.

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Question 7 A. Money Taken
Out Of
Dedicated
Account
B. How Is
Purchase
Related To
Impairment?

Place an "X" in the "YES" box if during the report period you took money out of
the dedicated account. Explain what items and/or services you purchased and the
amount of each purchase. Place an "X" in the "NO" box if no money was
removed from the account.

Question 8 Dedicated
Account
Balance

Show the balance in the dedicated account at the end of the report period,
including any interest earned. Show zeroes if there is no money in the
account.

Payee's
Signature

Sign your name in this block. If you sign by mark ("X"), please have two
witnesses sign their names and show the date. If the payee is an institution or
agency, the form must be signed by an authorized person.

Relationship
To The
Beneficiary

Show your relationship to the beneficiary. Some examples include: parent,
brother, friend. If you are the beneficiary's legal guardian, show "legal guardian".
If you represent a bank, institution or agency, show your job title (e.g.,
administrator, bookkeeper, etc.).

Your Responsibilities
As Representative
Payee

As representative payee, you must use the Social Security and/or SSI benefits
you receive for the care and well being of the beneficiary. You need to know the
beneficiary's needs so that you can use the money properly.

Answer this question if you checked "YES" in 7.A. Place an "X" in the "YES"
box if the items and/or services purchased were for medical treatment, or
education or job skills training. Place an "X" in the "NO" box if the purchases
were for something else and explain how the purchases benefited the beneficiary
and are related to his/her impairment(s).

In addition to reporting on the use of benefits and the dedicated account, you
must report any changes which may affect the beneficiary's eligibility for
benefits, or the payment amount. You should report these changes as soon as
possible by calling SSA at 1-800-772-1213, or by calling or writing your local
SSA office. For example, you must tell us if the beneficiary:

·
·
·
·
·
·
·
·

moves (especially if he/she enters or leaves a hospital or other institution),
marries,
goes to work,
is imprisoned,
dies,
is adopted,
no longer needs a payee, or
you are no longer responsible for the beneficiary.

As payee for a child receiving SSI benefits, we may ask you for proof that the
child is receiving medical treatment for his/her disabling condition. We may ask
for this information at the time we review the child's case. If we do ask for this
information, you must give it to us.
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The Privacy
And Paperwork
Reduction Act
Statements

Privacy Act Statement

Representative Payee Report of Benefits and Dedicated Account
Sections 205(j) and 1631(a) of the Social Security Act, as amended, authorize us to collect this
information. We will use this information to account for the beneficiary’s payments and ensure
the beneficiary’s needs are met.
Furnishing us the information is voluntary. However, failing to provide us with all or part of the
requested information may result in termination of beneficiary payments.
We rarely use the information for any purpose other than for making decisions regarding
beneficiary payments. However, we may use it for the administration and integrity of Social
Security programs. We may also disclose the information to another person or to another agency
in accordance with approved routine uses, which include, but are not limited to the following:
1.

To enable a third party or an agency to assist Social Security in establishing rights to
Social Security benefits and/or coverage;

2.

To comply with Federal laws requiring the release of information from Social
Security records (e.g., to the Government Accountability Office and Department of
Veterans' Affairs);

3.

To make determinations for eligibility in similar health and income maintenance
programs at the Federal, State and local level; and

4.

To facilitate audit or investigative activities necessary to assure the integrity of
Social Security programs.

We may also use the information you provide in computer matching programs. Matching
programs compare our records with records kept by other Federal, State, or local government
agencies. Information from these matching programs can be used to establish or verify a
person’s eligibility for federally-funded and administered benefit programs and for repayment of
payment’s or delinquent debts under these programs.
A complete list of routine uses of this information is available in our Privacy Act Systems of
Records Notice entitled, Representative Payee and Beneficiary Claim Folder System, 60-0370.
This notice, additional information regarding our programs and systems are available on-line at
www.socialsecurity.gov or at your local Social Security office.
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 (OMB) control number. We estimate that it will take about
20 minutes to read the instructions, gather the facts, and answer the questions. Send only
comments relating to our time estimate above to: SSA, 6401 Security Blvd, Baltimore,
MD 21235-6401.

If You Have
Any Questions

If you have any questions, please call us at 1-800-772-1213. We can answer
most questions over the phone. If you prefer to visit one of our offices, please
use the 800 number and we will give you the address and telephone number of
the office nearest you. Please take this report with you if you visit an office.

Form SSA-6233-BK (07-2013) ef (07-2013)

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