SSA Representative Payee Program

The Representative Payee Program exists as an option for the people we serve with Care Management and Trust Administration contracts. In this program, PLAN of PA serves as an Organizational Representative Payee for those receiving SSI & SSD benefits from the Social Security Administration. 

As Representative Payee, PLAN of PA:

  • Arranges for the client’s Social Security income to be deposited directly into an individual, interest-bearing checking account;
  • Creates a budget to govern how the funds are to be utilized;
  • Assures prompt payment of indicated bills and disburses any agreed upon personal expense money;
  • Charges a small fee, which is determined by Social Security, plus any nominal administrative fees from our banking partners.




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