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
Sterling Payee Services

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.)
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

Start typing and press Enter to search