Forms & documents.
Everything you need to begin representative payee services with Trust United. Download the Social Security forms below, and gather the supporting documents listed at the bottom of the page.
SSA forms
Request to Be Selected as Payee
Used by an individual or organization applying to become the representative payee for a Social Security or SSI beneficiary.
Download PDF →Physician's Statement of Patient's Capability to Manage Benefits
Completed by a physician or medical officer to certify the beneficiary's capability of managing benefit payments.
Download PDF →Trust United forms
Provided directly by our team during onboarding.
Family Enrollment Form
Completed by family members to begin the enrollment process and provide essential information about the beneficiary.
Download PDF →Beneficiary Status Change Notification
Use this form to notify Trust United of any changes to the beneficiary's status, address, living situation, or contact information.
Download PDF →Direct Deposit Authorization Form
Authorizes benefit payments to be deposited directly into the Trust United client account so bills can be paid on time.
Consent Forms
Permission to communicate with the Social Security Administration, healthcare providers, landlords, and other parties on the beneficiary's behalf.
Other documents needed.
Please gather copies of the following before your intake meeting.
Government-issued ID
Driver's license, state ID, or passport for the beneficiary.
Benefit Verification Letter
Current letter from SSA confirming the type and amount of benefits received.
Lease Agreement
Current signed lease or housing agreement so rent can be paid directly to the landlord.