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.)

Services Provided by Sterling Payee Services

  • Develop Initial Budget Plans to Reconcile the Financial Needs of the Client based upon client's income

  • Process Payments and Record Storage of Client Bills for 2 years

  • Maintain Current Records

  • Monthly Reconciliations

  • Provide Communications with the SSA Recipient, Family (upon written release by client),
    Social Worker, Case Manager and/or Collaborative Agencies

  • Ensure Adherence to Federal Guidelines for Benefit Recipients

  • Upon Request, Reports Outlining All Account Activity and Balances