RESOURCE OVERSIGHT & GUIDANCE SERVICES, INC.
A NON-PROFIT ORGANIZATION
GIVING THOSE IN NEED A HELPING HAND
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800-764-7166
 

Representative Payee Services

Resource Oversight & Guidance Services, Inc. can act as an Organizational Representative Payee by receiving and managing benefits on behalf of an incapable or legally incompetent beneficiary of Social Security, SSI, Special Veterans or other sources of fixed income. This is accomplished at minimal cost to the individual as determined by the Social Security Administration or other entity and normally includes an extensive list of duties including the following:

Determining the beneficiary's current needs for day-to-day living (e.g., food, clothing, housing, medical expenses and personal items) and use his or her benefits to meet those needs by disbursing payments to the beneficiary’s payees such as utilities and other monthly expenses. The typical sequence of events in this process is as follows:

1) The Social Security Administration or other agency sends the clients' benefit checks directly to Resource Oversight & Guidance Services, Inc. once Payeeship has been assigned; funds go directly into a bonded client trust account;

2) Resource Oversight & Guidance Services, Inc. establishes a budget for the clients' bills and daily living expenses based on income and need;

3) Bills (utility bills, insurance bills, etc.) can be set up to go directly from the companies to our agency or can be forwarded to us by the client and payments can be made directly by our agency eliminating the need for the client to pay bills on their own;

4) A spending allowance customized based on the client's personal needs and spending habits is remotely loaded onto a prepaid Visa® debit card at regular intervals;

5) Representative payee case workers are available to meet with clients upon request at one of our offices or at their home or other convenient location as well as by phone and email;

6) Client activity statements are available monthly or any time upon request;

7) Referrals are made to appropriate programs and services as needed;

8) Money can be set aside in savings for emergencies or other purposes. Money left after meeting the beneficiary's current needs can be put into an interest bearing checking or savings account, U.S. savings bonds, or other appropriate savings vehicle(s). For large payments, a plan is created to spend or conserve the money wisely, in the best interest of the beneficiary.

For a complete description of this process and to see if you qualify, please Contact Us and we'll be glad to assist you.
For forms, click here.