Who needs a Form SSA-11-BK?
A person who would receive the Social Security Administration payments (benefits) on behalf of another person due to certain circumstances must file SSA-11-BK Form, Request to Be Selected as Payee, in order to become a representative payee.
What is Form SSA-11-BK for?
A person’s request on this form for SSI payments on behalf of the individual named in this form is to be processed and considered by the Social Security Administration. After the consideration, this application may be approved, and a claimant will become an authorized payee.
Based on information provided, the SSA evaluates payee applicants’ suitability to be named representative payee. Also, information provided on this form is used for computer matching programs comparing the SSA records with those of other Federal, state or local government agencies. Information provided by the matching programs is used to verify person’s eligibility for federally funded or administered benefit programs and repayment of payments.
You can check the complete list for use of this information in SSA System of Records Notice 60-0222.
All the payments under this document must be used for the claimant’s needs or to be kept for needs that may arise in the future.
When is Form SSA-11-BK due?
This form must be filed when the need arises. There is no specific deadline for filing the form with the SSA office.
The process of consideration will take some time which is unspecified and depends on the individual case.
How do I fill out Form SSA-11-BK 2009?
The following information must be provided in order to complete the form:
The name of the Number Holder;
Explanation of why the claimant is not able to handle their benefits;
Explanation of why the filer would be the best representative payee;
Information on relationships with the claimant and their family;
Information about individual applying to be representative payee;
The last page of the form, A Reminder to Payee Applicants and Receipt for Your Request, is meant to be completed by the SSA clerk.
Where do I send Form SSA-11-BK?
Once completed and signed, this form should be delivered to the nearest local Social Security office.