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Representative Payee Program

representative payee and veteran's fiduciary program

Learn more about our Beneficiary Services today

Call 877-271-8258

Or, complete the form below and we will contact you for a free consultation.

CESI has been approved by the Social Security Administration to provide Representative Payee services to beneficiaries. The Representative Payee program provides monthly budgeting and bill payment for  individuals who do not have a trusted friend or family member to assist them in making sure their bills get paid and that their money stays secure.

CESI works with the Social Security Administration and Department of Social Services as well as local agencies to provide beneficiary services.

For SSA Beneficiaries in need of payee services, and who are unable to manage their Social Security or Supplemental Security Income, or Social Security Disability Insurance. CESI’s Beneficiary Service Program offers:

  • Secure automated 3rd party payment of all bills
  • Licensed and Bonded Service
  • Service in Partnership with Local Agencies
  • Security
  • Ongoing Counseling
  • Monthly Reporting and Tracking
  • Budgeting Assistance
  • Detailed views of Income and Expenditures

An individual in need of beneficiary services can receive help utilizing their benefits to pay for food, shelter and clothing. Unspent funds are placed in a trust interest bearing account.

CESI has provided non-profit financial services since 1998 and maintains an A+ BBB rating.

Interested in exploring our services?  Please contact us for a free consultation at 877-271-8258.

Our Representative Payee Application Form is available for download at the link below.

Applicant Form Organizational Rep Payee Rev Ros14 (2)

Request a Free Beneficiary Services Consultation

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