For beneficiaries.
Your responsibilities as a beneficiary receiving representative payee services through Trust United, plus the forms you may need during your time with us.
Beneficiary agreement
The Representative Payee Services Agreement between Trust United and the beneficiary outlines the appointment of Trust United as Representative Payee, the services provided, the SSA-authorized monthly service fee, disbursement rules, beneficiary responsibilities, limitation of liability, recordkeeping, and termination terms.
Please review, sign, and return to payee@trustunited.org.
Download Beneficiary Agreement (PDF)Beneficiary responsibilities
As a beneficiary, you are expected to cooperate with program requirements established by the Social Security Administration (SSA) and Trust United policies and procedures.
- Provide accurate and truthful information regarding financial, medical, and living situations.
- Notify Trust United immediately of any change in address, residence, hospitalization, incarceration, employment, income, or living arrangements.
- Provide monthly receipts or supporting documentation for approved purchases or spending when requested.
- Participate in budgeting and financial planning activities.
- Maintain communication regarding bills, rent, utilities, medical needs, and emergencies.
- Notify Trust United immediately of any concerns involving fraud, abuse, neglect, exploitation, or misuse of funds.
- Use personal spending funds responsibly and in accordance with approved budgeting plans.
- Respect Trust United staff, policies, and operational procedures.
- Inform Trust United promptly of any notices or correspondence received from the Social Security Administration or other agencies.
Failure to cooperate with representative payee requirements may affect Trust United’s ability to continue services and may require notification to the Social Security Administration.
External resources
Official Social Security Administration guidance for beneficiaries.
Social Security forms
Official SSA forms required to begin representative payee services.
FAQs for Beneficiaries Who Have a Representative Payee
Official SSA frequently asked questions for beneficiaries served under the Representative Payee Program.
Read FAQs on ssa.gov →Consent from Client Form
Consent form completed by the client authorizing Trust United to act on their behalf as representative payee.
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 →Beneficiary forms
Download, complete, and return to payee@trustunited.org. When submitting, please include your legal name and the form name in the subject line — for example: JOHN DOE - Consent to Communicate & Release Information.
Beneficiary Responsibilities
Full statement of beneficiary responsibilities under Trust United Representative Payee Services.
Download form →Consent to Communicate & Release Information
Authorizes Trust United to communicate with and release information to designated parties.
Download form →Direct Deposit Form
Set up or update direct deposit for benefit disbursements.
Download form →Landlord / Beneficiary Verification
Verification form confirming the landlord–beneficiary housing relationship and lease details.
Download form →