Fiduciary Services
Since 1982
Share & Care House contracts with the Social Security Administration (SSA) to provide Representative Payee Services. Share & Care House serves over 2,000 fiduciary clients in both Washington State and Oregon State.
Rep Payee
Share & Care House contracts with the Social Security Administration (SSA) to provide Representative Payee Services to beneficiaries whom SSA determines to be in need of assistance in managing their finances. Trained Share & Care House Representative Payee Specialists work closely with participants, care providers, and social workers in setting up budgets with the goal of meeting basic needs, maintaining stable housing, and more.
Voluntary Payee
Voluntary: Share & Care House provides voluntary payee/fiduciary services on a limited basis to those in need of budget management support. Share & Care House does charge a fee for service.
4
Offices
2,267
Individuals Served 2022
100%
Audit Scores
40
Years of experience
FAQ
Representative Payee Frequently Asked Questions
The law requires that most minor children and all legally incompetent adults to have payees.
Visit a Share & Care House office during open hours; Monday, Wednesday, or Friday from 11am – 3pm.
A Payee:
- Manages benefit payments according to law a regulations. Benefits are used for current needs and best interests.
- Develop budgets to meet the needs of the beneficiary
- Determine the beneficiary’s needs
- Report changes to SSA
- Keep all records of income and payments
- Return funds to SSA which the beneficiary is not entitled
- Return to SSA any payments saved if we are no longer the rep payee for the beneficiary.
Power of attorney is a legal process where one individual grants a third party the authority to transact certain business for that individual. It does not lessen the rights of the individual and does not usually grant the third party the right to manage the individual’s assets. It typically makes no finding about the individual’s capability or competence. The Treasury Department does not recognize power of attorney for negotiating federal payments, including Social Security or SSI checks.
This means, if you have power of attorney for someone who is incapable of managing his or her own benefits, you must still apply to serve as his or her payee.
A payee cannot:
- Sign legal documents, other than Social Security documents, for a beneficiary.
- Have legal authority over earned income, pensions, or any income from sources other than Social Security or SSI.
- Use a beneficiary’s money for the payee’s personal expenses, or spend funds in a way that would leave the beneficiary without necessary items or services (housing, food, medical care).
- Put a beneficiary’s Social Security or SSI funds in the payee’s or another person’s account.
- Use a child’s “dedicated account” funds for basic living expenses. (This only applies to disabled and blind SSI beneficiaries under age 18.)
- Keep conserved funds once you are no longer the payee.
- Charge the beneficiary for services unless authorized by SSA to do so.