Form SSA-6230-OCR-SM "Representative Payee Report"

What Is Form SSA-6230-OCR-SM?

Form SSA-6230-OCR-SM, Representative Payee Report, also known as SSA Form 6230-OCR-SM, is a form used for providing benefit payment management for the Social Security Administration (SSA) beneficiaries who cannot manage their social security and/or supplemental security income payment. The SSA appoints a suitable representative payee who is capable of managing the payments on behalf of the beneficiary. The latest version of the form was released by the SSA in October 2008 with all previous editions obsolete. Download a copy of SSA-6230 down below for your reference only.

The document has two related forms:

  1. Form SSA-623-F6, Representative Payee Report is a related form used to handle social security disability benefits for a disabled individual. Any person that is incapable to manage or direct the management of the benefits must have a representative payee.
  2. Form SSA-6233-BK, Representative Payee Report of Benefits and Dedicated Account is another related report used to provide information on the benefits the payee has received for the beneficiary that were deposited in the dedicated account. It is required to establish a separate account in which the SSA directs certain supplementary security income benefits.

Why Am I Receiving a 6230 Payee Report from SSA?

You are receiving this form because the SSA appointed a payee to receive the social security benefits for an individual who cannot manage or direct the management of the benefit. The SSA must regularly review how payees use the benefits they receive on behalf of the beneficiaries to ensure the benefits are used properly.

The law requires most minors and all legally incompetent adults to have payees. The payee's main duties are to use the benefits to pay for the current and future needs of the beneficiary and save any benefits not needed at the moment. It is recommended to keep records of expenses, so that when the SSA requests a report, a payee provides an accounting of the saving benefits.

What if I Do not Receive SSA-6230-OCR-SM?

The SSA mails an annual SSA Representative Payee Report (Form SSA-6230) to the payees who are required to complete it. Minor payees must complete the paper version, payees of 18 years or older can do that online by logging into their social security account. Contact the social security office nearest you to apply to be a payee or if you did not receive this form. You will need to provide your social security number or the organization's employer identification number. Usually, the payee application is completed with the SSA officer face-to-face.

Instructions for Form SSA-6230-OCR-SM:

  1. Question 1. Payee Felony Convictions. State if you were convicted of a felony and explain the type of crime on the back of the form;
  2. Question 2. Beneficiary Custody Changes. Indicate if the beneficiary continued to live alone, or with the same individual, or in the same institution during the report period. If there were any changes, explain it and provide the beneficiary's current address;
  3. Question 3. Accounting for Benefits. State if you decided how the benefits were spent or saved. If someone else decided how to use the money, explain the process. Show the total amount of benefits spent on housing, food, and personal items like clothing, education, medical and dental care. State if you saved any benefits, including any interest earned;
  4. Question 4. Savings Information. If any benefits were saved, show how you are saving them and describe the account title you have on the beneficiary's savings;
  5. Question 5. Other Savings/Account Titles. Indicate whether the saving benefits are in treasury bills, cash, or mutual funds. Write down the title of the account, if applicable.

The payee has to sign the form and write down the actual date. It is required to complete the form in black ink and use the REMARKS sections to provide any additional information.

Where Do I Mail Form SSA-6230-OCR-SM?

The SSA mails the proper form once a year. You must complete it and send it back to the address written in the form. If you have any questions, you may contact your local security office. You can find it online through the SSA website at Locator option. The reporting deadline for SSA-6230-OCR-SM is 30 days. You should complete and return the report form or submit the form online.


Download Form SSA-6230-OCR-SM "Representative Payee Report"

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