Advance Designation: Choose a Representative Payee for Social Security to Consider Before You May Need One
Posted on April 3, 2020 by Erik N. Jones, Assistant Deputy Commissioner for Operations
The future can be uncertain. However, Social Security’s Advance Designation program can help put you in control of your benefits if a time comes when you need a representative payee to help manage your money.
Advance Designation enables you to identify up to three people, in priority order, whom you would like to serve as your potential representative payee.
The following people may choose an Advance Designation:
Adults applying for benefits who do not have a representative payee.
Adult beneficiaries/recipients who do not have a representative payee.
Emancipated minors applying for benefits who do not have a representative payee.
Emancipated minor beneficiaries/recipients who do not have a representative payee.
If you fall into one of the above categories, you may provide and update Advance Designation information when you:
File a claim for benefits online.
Use the application available in your personal my Social Security account.
Call us by telephone at 1-800-772-1213 (TTY 1-800-325-0778).
You may also change your Advance Designation(s), including the priority order, at any time while you are still capable of making your own decisions. In the event that you can no longer make your own decisions, you and your family will have peace of mind knowing you already chose someone you trust to manage your benefits.
We have updated our Frequently Asked Questions to answer any questions you may have about Advance Designation. You may also find more information about representative payees in our blog post.
