Planned Lifetime Assistance Network of Pennsylvania
 "Serving Adults with Mental Disabilities and their Families"


 

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Representative Payee Services

 

One of PLAN’s first “projects” was its Representative Payee Program which began in 1996 and has grown rapidly over the years due to the sheer demand for this important service.

PLAN of PA serves as an organizational representative payee for mentally disabled individuals receiving benefits from the Social Security Administration.  Unlike other organizational representative payee services in the region, PLAN does not require that an individual have a case manager to become our client. We arrange for the client's Social Security benefit checks to be deposited directly into an individual, interest-bearing checking account.  PLAN of PA , together with the client and family/support staff, prepare a budget and assumes the responsibility for paying their rent, electricity, gas, telephone, cable services, etc.  Spending money is provided for the beneficiary based upon what their budget allows.  We encourage clients to develop budgeting and money management skills with the hope that they will eventually be able to manage their funds independently. 

Program Objectives:

  •    Provide responsible management of clients’ funds in accordance with the guidelines stipulated by the Social Security Administration.

Program Activities:

o Maintain individual checking accounts for each of our clients- write checks, balance checkbooks, complete annual reports for SSA.

o Exercise judgment  and consult team of staff social workers regarding special or unusual requests made by clients.

o Work with client and/or staff on his/her behalf to develop a unique budget for each client that’s sensitive to his/her situation.

o Pay any bills for client in timely manner.

 

 

 
 

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