To get started
You must be 18 or older to complete the Representative Payee Accounting Report online. If you are under 18 and a representative payee, you must complete the paper Representative Payee Report form you received in the mail and return it to the address indicated on the form.
You will need to have the report that you received in the mail in order to access your beneficiary's records. For security reasons, we will request information regarding unique codes on your report.
Completing your report
We estimate that it will take about 15 minutes to read the instructions, gather the facts, and answer the questions. For more information go to the Paperwork Reduction Act.
You must complete this report in one sitting. Your information will not be saved if you do not complete your online report. However, you may always log-in in the future and start your report from the beginning.
When you finish
After you have completed your accounting update, you will be given a confirmation number for your reference. This information will be saved for 30 days in our records for your review.