Ssa 11 PDF Details

Have you ever had to fill out the Ssa 11 form? If you're like most people, the answer is probably no. That's because this form is typically used by those who need to report their income to the Social Security Administration. But what is the Ssa 11 form, and what information do you need to provide on it? In this blog post, we'll take a closer look at the Ssa 11 form and provide some tips for filling it out correctly.

In the listing, there is some good information in regards to the ssa 11. It is advised that you check out this information before you start working with the form.

QuestionAnswer
Form NameSsa 11
Form Length4 pages
Fillable?Yes
Fillable fields185
Avg. time to fill out38 min 4 sec
Other namesssa 11 request to be selected as payee pdf, ssa11 form, ssa 11 bk 2020 form pdf, ssa 11

Form Preview Example

 

 

 

 

 

 

Form Approved

SOCIAL SECURITY ADMINISTRATION

 

 

TOE 250

 

OMB No. 0960-0014

 

 

FOR SSA USE ONLY

 

FOR SSA USE ONLY

 

 

 

 

 

 

 

 

Name or

Program

Date of

Type Gdn. Cus. Inst.

Nam.

 

Bene. Sym.

Birth

 

 

 

 

 

REQUEST TO BE

 

 

 

 

 

 

 

 

 

 

SELECTED AS

 

 

 

 

PAYEE

 

 

DISTRICT OFFICE CODE

 

 

 

 

 

 

 

 

 

 

STATE AND COUNTY

 

 

 

 

PRINT IN INK:

 

 

CODE

 

 

 

 

 

 

 

 

 

The name of the NUMBER HOLDER

SOCIAL SECURITY NUMBER

 

 

 

 

 

The name of the PERSON(S) (if different from above) for whom you are filing

SOCIAL SECURITY NUMBER(S)

(the "claimant(s)")

 

 

 

 

Answer item 1 ONLY if you are the claimant and want your benefits paid directly to you.

1.I request that I be paid directly.

CHECK HERE and answer only items 3, 5, 6, and 8 before signing the form on page 4.

I REQUEST THAT THE SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME, OR SPECIAL VETERANS BENEFITS FOR THE CLAIMANT(S) NAMED ABOVE BE PAID TO ME AS REPRESENTATIVE PAYEE.

2.Explain why you think the claimant is not able to handle his/her own benefits. (In your answer, describe how he/she manages any money he/she receives now.)

Claimant is a minor child

3.Explain why you would be the best representative payee. (Use Remarks if you need more space.)

4.If you are appointed payee, how will you know about the claimant's needs?

Live with me or in the institution I represent

Daily visits

Visits at least once a week.

By other means. Explain:

5. Does the claimant have a court-appointed legal guardian/conservator?

YES

NO

IF YES, enter the legal guardian/conservator's:

 

 

NAME

 

 

ADDRESS

 

 

PHONE NUMBER

 

 

TITLE

 

 

DATE OF APPOINTMENT

 

 

 

 

Explain the circumstances of the appointment. (Use remarks if you need more space.)

 

Form SSA-11-BK (01-2014) EF (01-2014)

Page 1

Use (08-2009) EF (08-2009) edition until exhausted

 

6. (a) Where does the claimant live?

 

 

 

Alone

 

 

 

In my home (Go to (b).)

In a public institution (Go to (c).)

 

With a relative (Go to (b).)

In a private institution (Go to (c).)

 

With someone else (Go to (b).)

In a nursing home (Go to (c).)

 

In a board and care facility (Go to (b).)

In the institution I represent (Go to (c).)

 

 

 

 

(b) Enter the names and relationships of any other people who live with the claimant.

 

 

 

 

 

NAME

 

RELATIONSHIP

 

 

 

 

 

 

 

 

 

 

 

 

(c) Enter the claimant's residence and mailing addresses (if different from yours).

 

Residence:

Mailing:

Telephone Number:

(d) Do you expect the claimant's living arrangements to change in the next year?

YES NO If YES, explain what changes are expected and when they will occur. (Use Remarks if you need more space.)

7.If you are applying on behalf of minor child(ren) and you are not the parent,

Does the child(ren) have a living natural or adoptive parent?

YES

NO

If YES, enter: (a) Name of parent

 

 

(b) Address of parent

 

 

(c) Telephone number

 

 

(d) Does the parent show interest in the child?

YES

NO

Please explain.

 

 

8.List the names and relationship of any (other) relatives or close friends who have provided support and/or show active interest with the claimant. Describe the type and amount of support and/or how interest is displayed.

 

NAME

ADDRESS/PHONE NO.

RELATIONSHIP

DESCRIBE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.Check the block that describes your relationship to the claimant.

(a) Official of bank, agency or institution with responsibility for the person. Enter below which you represent:

Bank

Social Agency

Public Official

Institution:

Federal

State/Local

Private non-profit

 

 

Private proprietary institution. Is the institution licensed under State law?

YES

NO

IF (a) ABOVE CHECKED, COMPLETE ONLY QUESTIONS 10 AND 11 AND SIGN THE FORM ON PAGE 4.

(b) Parent

(c) Spouse

(d) Other Relative - Specify

(e) Legal Representative

(f) Board and Care Home Operator

(g) Other Individual - Specify

IF (b), (c), (d), or (e) ABOVE CHECKED, GO ON TO QUESTION 12

Form SSA-11-BK (01-2014) EF (01-2014)

Page 2

10.Does the claimant owe you/your organization any money now or will he/she owe you money in the future?

YES NO

If YES, enter the amount he/she owes you/your organization, the date(s) was/will be incurred and describe why the debt was/will be incurred.

INFORMATION ABOUT INSTITUTIONS, AGENCIES AND BANKS APPLYING TO BE REPRESENTATIVE PAYEE

11.(a) Enter the name of the institution

(b) Enter the EIN of the institution

INFORMATION ABOUT INDIVIDUALS APPLYING TO BE REPRESENTATIVE PAYEE

12.Enter: YOUR NAME

DATE OF BIRTH

SOCIAL SECURITY NUMBER

ANY OTHER NAME YOU HAVE USED

OTHER SSN'S YOU HAVE USED

13.How long have you known the claimant?

14.If the claimant lives with you, who takes care of the claimant when work or other activity takes you away from home? What is his/her relationship to the claimant?

15.(a) Main source of your income

 

Employed (answer (b) below)

 

 

 

 

 

 

Self-employed (Type of Business

 

 

)

 

 

Social Security benefits (Claim Number

 

 

)

 

 

Pension (describe

 

 

 

 

)

 

 

Supplemental Security Income payments (Claim Number

)

 

 

AFDC (County & State

 

 

 

 

)

 

 

Other Welfare (describe

 

 

 

)

 

 

Other (describe

 

 

 

 

)

 

 

 

 

 

 

 

 

(b) Enter your employer's name and address:

 

 

 

 

 

How long have you been employed by this employer?

 

 

 

 

(If less than 1 year, enter name and address of previous employer in Remarks.)

 

 

 

 

 

 

 

16. (a) Have you ever been convicted of a felony?

YES

NO

 

 

 

If YES: What was the crime?

 

 

 

 

 

 

On what date were you convicted?

 

 

 

 

 

What was your sentence?

 

 

 

 

 

 

If imprisoned, when were you released?

 

 

 

 

 

If probation was ordered, when did/will your probation end?

 

 

 

(b) Have you ever been convicted of any offense under federal or state law which resulted in imprisonment for

 

 

 

more than one year?

YES

NO

 

 

 

 

 

If YES: What was the crime?

 

 

 

 

 

 

On what date were you convicted?

 

 

 

 

 

What was your sentence?

 

 

 

 

 

 

If imprisoned, when were you released?

 

 

 

 

 

If probation was ordered, when did/will your probation end?

 

 

 

 

 

 

 

 

Form SSA-11-BK (01-2014) EF (01-2014)

 

Page 3

 

 

 

17.Do you have any unsatisfied FELONY warrants (or in jurisdictions that do not define crimes as felonies, a crime

 

punishable by death or imprisonment exceeding 1 year) for your arrest?

YES

NO

 

If YES: Date of Warrant

 

 

 

State where warrant was issued

 

 

 

 

 

18.

How long have you lived at your current address? (Give Date MM/YY)

 

 

 

 

 

 

REMARKS: (This space may be used for explaining any answers to the questions. If you need more space, attach a separate sheet.)

PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE SIGNING THIS FORM

I/my organization:

•Must use all payments made to me/my organization as the representative payee for the claimant's current needs or (if not currently needed) save them for his/her future needs.

•May be held liable for repayment if I/my organization misuse the payments or if I/my organization am/is at fault for any overpayment of benefits.

•May be punished under Federal law by fine, imprisonment or both if I/my organization am/is found guilty of misuse of Social Security or SSI benefits.

I/my organization will:

•Use the payments for the claimant's current needs and save any currently unneeded benefits for future use.

•File an accounting report on how the payments were used, and make all supporting records available for review if requested by the Social Security Administration.

•Reimburse the amount of any loss suffered by any claimant due to misuse of Social Security or SSI funds by me/my organization.

•Notify the Social Security Administration when the claimant dies, leaves my/my organization's custody or otherwise changes his/her living arrangements or he/she is no longer my/my organization's responsibility.

•Comply with the conditions for reporting certain events (listed on the attached sheets(s) which I/my organization will keep for my/my organization's records) and for returning checks the claimant is not due.

•File an annual report of earnings if required.

•Notify the Social Security Administration as soon as I/my organization can no longer act as representative payee or the claimant no longer needs a payee.

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge.

SIGNATURE OF APPLICANT

DATE (Month, day, year)

 

 

 

Signature (First name, middle initial, last name) (Write in ink)

Telephone number(s) at which you

 

may be contacted during the day

 

 

Print Your Name & Title (if a representative or employee of an institution/organization)

Mailing Address (Number and street, Apt. No., P.O. Box, or Rural Route)

City and State

Zip Code

Name of County

Residence Address (Number and street, Apt. No., P.O. Box, or Rural Route)

City and State

Zip Code

Name of County

Witnesses are only required if this application has been signed by mark (X) above. If signed by mark (X), two witnesses to the signing who know the applicant making the request must sign below, giving their full addresses.

1. SIGNATURE OF WITNESS

2. SIGNATURE OF WITNESS

ADDRESS (Number and street, City, State and ZIP Code)

ADDRESS (Number and street, City, State and ZIP Code)

Form SSA-11-BK (01-2014) EF (01-2014)

Page 4

How to Edit Ssa 11 Online for Free

We've used the endeavours of our best software engineers to make the PDF editor you intend to work with. The application will help you fill out the form ssa 11 document easily and don’t waste time. All you have to do is stick to the next simple tips.

Step 1: On the following website page, press the orange "Get form now" button.

Step 2: The document editing page is right now available. You can include text or update present data.

Type in the information requested by the application to prepare the file.

part 1 to filling out ssa 11 pdf

Write down the necessary data in the segment Claimant, is, a, minor, child Daily, visits Visits, atleast, once, a, week By, other, means, Explain YES, NAME, ADDRESS, PHONE, NUMBER TITLE, and DATE, OF, APPOINTMENT

Completing ssa 11 pdf stage 2

Type in the obligatory data once you are on the Page section.

ssa 11 pdf Page blanks to fill out

Inside of paragraph a, Where, does, the, claimant, live Alone, In, my, home, Goto, b With, a, relative, Goto, b In, a, public, institution, Goto, c In, a, private, institution, Goto, c With, someone, else, Goto, b In, a, nursing, home, Goto, c In, aboard, and, care, facility, Goto, b In, the, institution, I, represent, Goto, c NAME, RELATIONSHIP, Residence, Mailing, and Telephone, Number specify the rights and obligations.

stage 4 to filling out ssa 11 pdf

End up by reading all these sections and filling them in correspondingly: YES, Please, explain NAME, ADDRESS, PHONE, NO RELATIONSHIP, DESCRIBE, Bank, Social, Agency Public, Official Institution, Federal, State, Local Private, nonprofit YES, and Parent.

Finishing ssa 11 pdf step 5

Step 3: When you choose the Done button, your finalized document can be easily transferred to all of your devices or to electronic mail specified by you.

Step 4: Be sure to prevent possible difficulties by preparing around a pair of duplicates of the document.

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