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Representative Payee Services

With a focus on meeting your needs and developing money management skills, Representative Payee Services build financial stability and independence.

What is Representative Payee?

Commonly called Rep Payee, Representative Payee Services support individuals who need help managing their Social Security benefits. If you or someone you care for needs help managing Social Security benefits, Riverfront’s personalized Rep Payee Services can help.

How Representative Payee works

If you qualify for Rep Payee Services, your first step is a phone or in-person meeting with Riverfront staff to determine if Riverfront’s program is right for you. If so, our staff will help you complete the application with the Social Security Administration (SSA). Once approved as your rep payee, we provide you with these services:

  • Set up an account for you
  • Review your bills and expenses
  • Work with you to establish a budget
  • Document your SSI/SSDI deposits
  • Pay your bills
  • Provide your budgeted spending money
  • Track all your account activity
  • Provide monthly statement when requested
  • Submit annual accounting to SSA

Working together

We will treat you with respect and dignity, and encourage you to develop skills to manage your own funds. We take the responsibility of managing your SSA benefits very seriously, and are committed to our role in helping you develop money management skills. Riverfront maintains clear and current records of your account, pays bills, and provides money for budgeted expenses on time. When Riverfront is your rep payee, you need to maintain open communication with us about things that affect your financial status. That includes:

  • All outstanding bills
  • Any unusual expenses
  • Changes in address, employment income, marital status, and other qualifying information

With Riverfront Rep Payee Services, you will have less anxiety about finances and more energy for improving your quality of life.

Trusted experience

Riverfront has more than 20 years serving as a trusted representative payee for hundreds of individuals. We are well established as an organizational representative payee with the SSA and have demonstrated compliance with their audit guidelines, reporting procedures and annual reports. We exceed the SSA guidelines for organizational best practices.
You can have confidence in our integrity and ability to deliver the services you need.

Building independence

Learn the skills you need

Our goal is to help each individual become as financially independent as possible. If your funder  approves, you can participate in one-to-one skill training and small group workshops that cover a wide variety of subjects, including:

  • Spending choices and planning
  • Envelope budgeting
  • Needs versus wants
  • Three-step spending plan
  • Budgeting goals
  • Credit
  • Recognizing scams
  • Automatic payments
  • Online banking
  • Protecting your money
  • Checking and savings accounts
  • Debt collection

Budgeting

Successful budgeting is one element of financial independence. We will use SSA rules to help you establish your budget. Your top priority will be to pay for housing, food and other needs. Once your basic needs are covered, Riverfront will help you plan how to save and use the rest of your benefits.
To establish a successful budget it is important to distinguish between needs and wants. Those may differ based on individual situations, but typical budget categories include:

Needs

  • Rent and basic utilities
  • Food
  • Clothing
  • Health care
  • Transportation

Wants

  • Recreation
  • Hobbies
  • Travel
  • Charitable gifts

Contact our La Crosse or Mondovi office today to learn how we can help you manage your Social Security benefits.

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