Representative Payee

A service created to help people with disabilities grow in their understanding of individual money-management skills.

A resource for wise decisions.

Imagine the Possibilities is passionate about resourcing individuals with the knowledge they need to steward their money wisely. Currently, this services manages the monthly incomes of our various customers and consumers to help develop financial management skills necessary for independent living. In addition to this, our team can assist individuals in developing budgets and finding ways to meet their tangible needs.

Our Representative Payee services follow the Social Security Adminstration guidelines for duties aligned with being a Representative Payee. This includes:

    • Paying for food, shelter, and personal needs. Unless otherwise notified, utility bills can also be considered within this.
    • Monitoring personal accounts for resource limitations.
    • Filing required reports and supporting documentation to the Social Security Administration.
    • Advocating for beneficiaries to protect, maintain, or reinstate benefits through waiver appeal to the Social Security Administration.
    • The customers served may include individuals with mental and/or physical disabilities, elderly, or individiuals receiving government benefits.
    • Approved to provide Fiduciary Services to United States Veterans.
    • Accountability includes submitting yearly reports to the Social Security Administration and, if required, quarterly reports to our client and/or family members. Our payee department also is required to submit to tri-annual Social Security audits.

If you have questions regarding Representative Payee Services, please contact Mary Bartels at 563-652-5252 ext 1112 or by email: mbartels@imagineia.org.

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The Representative Payee service is designed to assist individuals who are seeking knowledge and development of individual money management skills.

Imagine the Possibilities’ Representative Payee program currently manages the monthly incomes of our various customers & consumers, to help develop financial management skills that are necessary for independent living. In addition to paying monthly bills, program staff assist individuals in developing budgets to ensure all of their needs are met.

Imagine the Possibilities’ Representative Payee program not only provides administrative financial support to our individuals, but also takes an educational approach, explaining financial expectations and limitations to individuals in a productive and informative manner.

Representative Payee Services follow the Social Security Administration guidelines for Representative Payee duties and responsibilities including:

  • Paying food/shelter and personal needs. Will also pay for certain utility bills unless otherwise notified.
  • Monitoring personal accounts for resource limitations.
  • Filing required reports to Social Security Administration with supporting documentation.
  • Advocating for beneficiaries to protect, maintain or reinstate benefits through waiver appeal to Social Security Administration.
  • The customers served may include individuals with mental and or physical disabilities, elderly or individuals receiving government benefits.
  • Approved to provide Fiduciary Services to United States Veterans.
  • Accountability includes submitting yearly reports to the Social Security Administration and if required, quarterly reports to our clients and/or family members. Our payee department also is required to submit to tri-annual Social Security audits.

Questions regarding Representative Payee Services? Please contact Mary Bartels at 563-652-5252 ext 1112 or by email: mbartels@imagineia.org.