Be Proactive: Preselect your Representative Payee

Be Proactive: Preselect your Representative Payee

Social Security & You
By Brandon P. Smith, Social Security Public Affairs Specialist

The future is uncertain. Our Advance Designation program allows you to preselect a trusted individual 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.

We recently celebrated the one-year anniversary of our Advanced Designation program.  Since its launch in March 2020, more than one million eligible individuals have opted to participate. 

You may choose an Advance Designation if you are capable of making your own decisions and are:

  • An adult or emancipated minor applying for benefits and do not have a representative payee.
  • An adult or emancipated minor beneficiary/recipient and do not have a representative payee.  

You can submit your Advance Designation information when you: 

  • File a claim for benefits online. 
  • Use the application available in your personal my Social Security account at www.ssa.gov/myaccount. 
  • Call us by telephone at 1-800-772-1213 (TTY 1-800-325-0778).

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 at www.ssa.gov/faq under “Other Topics.”  You may also find more information about representative payees on our blog at blog.ssa.gov. 

About the author

Brandon P. Smith is the author of Northeast Ohio Thrive’s Social Security & You blog. He is a Social Security public affairs specialist with the Social Security Administration, based in Cleveland. A Cleveland native, he joined the SSA in 2003. He is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties. In addition to other communications awards, Brandon received a Deputy Commissioner Citation from Social Security’s Office of Communication in 2015 for his outstanding public affairs support of the agency’s national communication initiatives.

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