LifeSpan Representative Payee services provide financial peace of mind for hundreds of clients in the state of Ohio (including Butler County, Warren County, and Hamilton County), regardless of their county of residence.
Is there a person in your life who has difficulty getting the rent paid on time or making online payments or writing a check? A representative payee can make their life easier.
Our clients live a more stable and worry-free life with all their bills prioritized and paid on time for them, and money is budgeted and issued to the client each week for their personal spending. By making our clients’ needs a priority, we make their lives happier and more manageable.
1 Please print and/or view the forms and information listed under Representative Payee Information Packets. These forms explain our services and your rights and responsibilities as a Representative Payee client. These are for you to keep and review as needed.
2 Please print and complete the appropriate forms listed under Intake Forms. The form labeled Intake Form must be completed for all new Representative Payee applicants. Upon completion, you have several options:
Mail the form(s) to us; LifeSpan, 1900 Fairgrove Ave., Hamilton, OH, 45011
Bring the papers to our office Monday-Friday between 8:00 am and 5:00 pm
You may also fax to our office at 513-868-3249
3 If you are a first-time payee client (never had payee services with a company or relative), the Physician Form needs to be completed. This form is requested by the Social Security Administration and is listed on our website. Please print a copy of this form and have it completed by your physician and returned to us with your Intake Form.
Social Security Benefit Analysis and Planning Report
We have been contracted with Butler County Developmental Disabilities to perform an analysis and report for individuals considering employment. This report will enable Butler County DD individuals to have a better understanding of the potential income and benefit changes that may occur should they begin to work for an earned income.
This report and analysis are available at no cost to Butler County DD individuals through the agreed contract between Butler County DD and LifeSpan. The application packet for the Social Security Benefit Analysis and Planning Report is available here.