Fidura

SSA-623, the Representative Payee Report

The yearly report a Social Security or SSI payee files when SSA asks for it.

By Fidura staff. Last reviewed .

Who files
The payee SSA named, when SSA asks
When it’s due
Within 30 days of receiving SSA’s form
It covers SSA’s 12 months, not your guardianship year.
Where
Online (opens in a new tab), or on the paper SSA mailed you. There is no upload.
Rules
20 CFR 404.2065 (opens in a new tab) Social Security
20 CFR 416.665 (opens in a new tab) SSI

You don’t file this if you are the guardian but not the payee, the beneficiary’s spouse, a parent of a minor or disabled child who lives with you, or the guardian of a minor who lives with you.

What counts

Only the Social Security and SSI you received as payee, plus what you reported saved on last year’s report. Together they are the total accountable amount. Eleanor’s pension stays off this form, even though it sits in the same checking account, and so does anything it paid for.

Enter whole dollars. Savings is what is actually left of the benefits at the end of the period, with any interest it earned. The three answers come to the total accountable amount, plus that interest. If they don’t, find the difference before you file.

The form also asks where the beneficiary lived and who decided how the money was spent or saved. 20 CFR 404.2065(c) (opens in a new tab)

How the benefits were used

The example is Eleanor Vance, the invented ward from the CC-GN-012 guide. Here SSA’s 12 months match her guardianship year. If yours don’t, total the register for SSA’s dates. Her saved benefits sit in checking, which pays no interest.

Eleanor Vance, invented ward, whole dollars
Social Security received, $1,284 × 12$15,408
Saved on last year’s report$1,950
Total accountable amount$17,358
Food and housing, the nursing facility$13,800
Other things, 612.40 + 480.00 + 318.77 = 1,411.17$1,411
Saved at the end, 1,950 + 197$2,147
Adds to$17,358

Remarks

Remarks is required when a question tells you to explain: a move, someone else deciding how the money was spent, or under $360 a year for personal needs in a facility. Otherwise use it for what the numbers can’t say, such as a lump-sum back payment.

Keep the records

Keep a record of how the benefits were used. SSA may check, and you must show the records when it asks.

If you don’t file, SSA may make you collect the benefits in person at a Social Security field office. 20 CFR 404.2065(c) (opens in a new tab) 416.665(c) (opens in a new tab)

Court and VA reports

This report won’t match your court account. It covers a different period and only part of the same money. How the three reports relate

Sources

Also for SSA and VA: 21P-4706b, VA Fiduciary’s Account

We make Fidura, which keeps SSA money apart in a ward’s register and totals this report for SSA’s dates. Software for representative payees

Found an error? developer@fidura.app