Form SSA-11-BK, Request to be Selected as Payee is a form used to apply to be a representative payee. A representative payee is a person who manages the benefits of a disabled person when they are unable to do so themselves or have difficulties in managing their money due to their condition. Usually, the Social Security Administration (SSA) assigns a person to be a representative payee. In most cases, this is a close relative. Sometimes, the SSA can assign an organization to manage the benefits.
A representative payee receives the beneficiary's funds and manages them. The SSA requires payees to keep a record of expenses and be ready to provide it upon request. A payee cannot make any decisions regarding a beneficiary's placement and treatment. They are not allowed to transfer funds to their own bank account and use them for personal needs. If a payee misuses the funds, the SSA will assign another person or organization.
If the payee's services are no longer required by the beneficiary, they should file a request for direct payment using this form. The SSA will require their physician to fill out the Form SSA-787 to obtain information about the beneficiary's ability to manage funds.
The form SSA-11-BK, also known as SSA Form 11-BK, is only the first step in becoming a representative payee. The SSA also requires a face-to-face interview, phone interview or video service delivery interview. The application should be filed via the electronic Representative Payee System (eRPS). The paper version of the application is used only if the eRPS is unavailable or it is impossible to use it. A printable SSA-11-BK Form was released in August 2009 and is available below for reference.