How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask LawTalk Your Own Question

LawTalk
LawTalk, Attorney
Category: Social Security
Satisfied Customers: 27889
Experience:  I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.
15277592
Type Your Social Security Question Here...
LawTalk is online now
A new question is answered every 9 seconds

I would like to know what the process is to become my own Social

Resolved Question:

I would like to know what the process is to become my own Social Security Representative Payee. It is my sister currently, and she said she would like me to be the payee, but she thought I might lose my social security if we request this change. I completely manage my own money at this time, but I also have a fairly large bank account ($90,000), due to an inheritance, and I receive additional ( though limited) income from a rental property which I am part owner of. I would like to have the Social Security check to automatically be deposited into my own bank account, rather than given to my sister, and she would also prefer this. Should I try to become my own payee or do I actually risk losing my social security disability income altogether? I originally started to receive it for depression/eating disorder when I was 18 and in treatment at that time, but have not been receiving treatment of any type or even seeing a doctor for years. And Social Security has not reviewed my case for a long time.
Submitted: 1 year ago.
Category: Social Security
Expert:  LawTalk replied 1 year ago.

Good morning Lynn,

I'm Doug, and I'm sorry to hear of the confusion. My goal is to provide you with excellent service today.

If you would like to have social security terminate your Representative Payee and begin paying your benefits directly to you, you may do so. You will not lose your benefits simply because you want to be paid directly.

The way to ask to have the Representative Payee terminated is to fill out this form:

http://www.ssa.gov/online/ssa-11.pdf

As you can see by the form, as you are only wanting to end the payments to the Representative Payee, all you need to do is to mark the box in "Item 1" on the form, and then answer only items 3, 5, 6, and 8 before signing the form on page 4.

Then simply take the form you filled out, or mail it, to your social security office nearest you and they will look into the request for you and notify you by mail if and when your request is approved.

Your benefits will not be terminated just because you ask that the Representative Payee's job be terminated and the benefits instead paid to you directly.

You may reply back to me using the Continue the Conversation or Reply to Expert link and I will be happy to continue to assist you until I am able to address your concerns, to your satisfaction.

Please remember to rate my service to you when our communication is completed.

I wish you the best in 2013,

Doug

Customer: replied 1 year ago.
I looked at the form you referred to online, and as far as I can tell, it is not one meant to be filled out in order to become your own payee. That is what I am wondering- the process of getting my social security benefits myself. And I am concerned about losing my income from social security, especially if they knew of my inheritance. Your reply really did not fully answer my question. I need to know what both my sister and I need to do in order to change who receives the check each month and if there is any real chance of my losing it, in the event they would review my case and decide I was not eligible.
Expert:  LawTalk replied 1 year ago.

Good morning Lynn,

I'm sorry for any confusion, but please look again at the form I gave you. It is the form to be used---I assure you.

The directions immediately above Item 1 state: "Answer item 1 ONLY if you are the claimant and want your benefits paid directly to you." This is the form to be used when someone is asking to be appointed as a payee of benefits. Because you already have a payee, you use this form to change the payee to yourself---because they are your benefits.

 

An inheritance has no impact on your eligibility for disability. You could be a millionaire and still qualify for social security disability.

The only questions that you need to fill out on this form ate Items 1, 3, 5, 6, and 8 before signing the form on page 4.

You may reply back to me again, using the Reply to Expert link, if you have additional questions.

I wish you the best in your future,

Doug

LawTalk, Attorney
Category: Social Security
Satisfied Customers: 27889
Experience: I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.
LawTalk and other Social Security Specialists are ready to help you
Expert:  LawTalk replied 1 year ago.
In follow up, Lynn,

Your sister needs to do nothing at all. All you need to do is to fill out the form and get it to social security. They will handle the rest.

Have a great weekend!

Thank you for your positive rating of my service, . It has been my pleasure to assist you and I hope than you will ask for me on JustAnswer should a future need ever arise.

Please feel free to bookmark the following link so you can request me to answer any future legal questions you may have:
http://www.justanswer.com/law/expert-lawtalk/

Thanks again.

Doug

When you receive your Customer Satisfaction Survey from JustAnswer, please do rate me highly (9-10) there as well. It benefits my ability to assist you and other customers, and would be tremendously appreciated.
Customer: replied 1 year ago.
Relist: Inaccurate answer.
I want a $30.00 refund for my social security question.

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • dylatess

    ATTORNEY

    Satisfied Customers:

    3086
    35 plus years of SSD practice
< Last | Next >
  • http://ww2.justanswer.com/uploads/DY/Dylatess/2012-9-11_1968_BHBTemplePhoto.64x64.jpg dylatess's Avatar

    dylatess

    ATTORNEY

    Satisfied Customers:

    3086
    35 plus years of SSD practice
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    3247
    Licensed CPA, CMA, CFE M.Accy Also Teach Accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/LA/LawTalk/2012-6-6_17379_LawTalk.64x64.JPG LawTalk's Avatar

    LawTalk

    Attorney

    Satisfied Customers:

    1138
    I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.
  • http://ww2.justanswer.com/uploads/FA/fastfile/2011-12-15_23139_Klein2011small.64x64.jpg R. Klein, EA's Avatar

    R. Klein, EA

    Accountant

    Satisfied Customers:

    254
    Tax matters relating to Social Security Benefits only
  • http://ww2.justanswer.com/uploads/dkaplun/2009-05-17_173121_headshot_1_2.jpg Dimitry K., Esq.'s Avatar

    Dimitry K., Esq.

    Attorney

    Satisfied Customers:

    188
    Licensed in multiple jurisdictions, experienced business attorney.
  • http://ww2.justanswer.com/uploads/FL/FLAandNYLawyer/2012-1-27_14349_3Fotolia25855429M.64x64.jpg FiveStarLaw's Avatar

    FiveStarLaw

    Attorney

    Satisfied Customers:

    137
    25 years of experience helping people like you.
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    83
    15+ years assisting tax clients with taxation and eligibility of Social Security Benefits.
 
 
 

Related Social Security Questions