Payee Services FAQ

What is a payee?

A payee is a person or organization that Social Security benefits on behalf of someone who is unable to manage their own payment due to a physical or mental condition.

How do I reach my account manager?

You may contact our office directly at 706.395.8486

Can I review and discuss my budget with my account manager?

Yes, you may schedule an appointment or conference call with one of your assigned account manager.

How do I request addition funds?

Please call the office to request additional funds at least 3-4 days prior to when the funds are needed. A reimbursement/payment request form must be filled out and returned to the office.

When do I need to provide receipts?

All supporting documents should be uploaded to the client portal with the reimbursement/payment request form.

How long does it take to void and reissue a lost check?

3-5 business days.

What happens to the balance in a client's account when he or she passes away?

If the beneficiary dies, any saved benefits must be given to the legal representative of the estates. Otherwise, the savings must be managed according to the state law. If you need information about state law, contact the probate court or an attorney.

What changes do I need to report to you?

• The beneficiary moves.

• The beneficiary starts or stops working, no matter how little the earnings amount.

• The beneficiary's medical condition improves.

• The beneficiary starts receiving another government benefit or the benefit amount changes.

• The beneficiary travels outside the United State for 30 days or more.

• The beneficiary is imprisoned for a crime that carries a sentence of more than one month.

• The beneficiary is committed to an institution by court order for a crime committed because of a mental impairment.

• Custody of a child beneficiary changes or a child is adopted.

• The beneficiary is entitled as a stepchild, and the parents' divorce.

• The beneficiary gets married.

• The beneficiary no longer needs a payee.

• The beneficiary dies.