For law firms and professional fiduciaries
Representative payee software that also produces the court and VA accounts.
Fidura keeps one register per beneficiary account, tags each deposit with where it came from, and totals SSA-623 for SSA’s dates. When you are also the guardian or VA fiduciary, the court account and the VA accounting come from the same register.
What Fidura does for a payee
And the reason each one matters when SSA asks where the money went.
A register for each beneficiary account
SSA can ask where every dollar went. Pooled books turn that into a reconstruction.
Running balance, and the name of whoever entered each row.
Deposits tagged by source
SSA-623 counts only SSA and SSI money.
The report counts the benefit deposits and leaves the rest out.
Totals for SSA’s 12 months
SSA sets the period, and it rarely matches the court year.
Pick the ward, the account and the period. Every figure traces to a register row.
The SSI $2,000 resource limit
Going over can suspend SSI. Only countable assets count.
Headroom shows beside the balance, and the ward is flagged before the limit.
Reconciliation to the bank statement
It shows the register matches what the bank holds.
Load the statement and its lines clear the rows they cover.
Court and VA reports from the same register
Re-keying one ward into three systems is where totals drift.
CC-GN-012, the inventory and the VA accounting build from the same rows.
Who it’s for
Law firms and professional fiduciaries serving as payee for many beneficiaries, especially where the same person also holds a guardianship or a VA appointment.
Who it isn’t
A family member who is payee for one parent, with one bank account. A spreadsheet and our SSA-623 guide will do.
What it won’t do
File SSA-623 for you. SSA takes it online or on the paper it mails. Fidura gives you the figures to enter.
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