Facts to Assist Expediting a Representative Payee Application

In an effort to assist with the application process for a request for a Representative Payee, we here at Sterling Payee Services, wish to provide you with some helpful information. Please note that there is a set criterion that is required by the Social Security Administration in order for Sterling Payee Services to submit an application on behalf of you and/or your client.

  • Name and Social Security Number are required by the SSA.

  • Physical address is needed,
    (or if homeless, please state so).

  • Phone number and date of birth are needed.

  • Current Rep Payee and reason for the change.

  • It there is not a current rep payee, then a physician's statement is required by the SSA.

  • Do you live alone and if not who and what you pay for rent is required by the SSA.

  • The form labeled, "Advance Notification of Representative Payment" or the "SSA-4164" is required by the SSA. (This forms is always included in our Payee Request package.)


In an effort to serve our clients better, Sterling Payee Services is requesting that our clients and case managers use the form below to schedule appointments with us during our available working hours. Please fill out the form below to schedule an appointment with our staff. Upon receiving your appointment request, Sterling Payee Services will confirm your appointment with you by phone.
(*) Required.

Name of Client/Agency Requesting Appointment:*
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Contact Phone Number:*
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Regarding Client/Reason for Visit:*
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Day of the Week That Works Best for You:*

Monday    Tuesday    Thursday    Friday    Please make a selection.

Time That Works Best for You:*

Morning    Afternoon    Please make a selection.

Specific Date & Time?    at  : 

I understand that this appointment request is tentative and subject to review.*
This box must be checked to submit your request.