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513.868.3210
Office Number

888.597.2751
Toll Free Number

Representative Payee

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.

LifeSpan provides Representative Payee services for:

Social Security Recipients…

  • Some SSI recipients and SSDI recipients are required to have a Representative Payee by the Social Security Administration.
  • If you do not have a friend or family member to serve as Payee, we can provide Representative Payee services for recipients.
  • LifeSpan is a bonded and authorized Social Security organizational payee.
  • We charge the nominal fee allowed by Social Security for organization payee services.
 Seniors…

  • As our population ages, some seniors find themselves needing a reliable agency to help them manage their finances.
  • LifeSpan’s Payee services provide financial peace of mind for seniors as their bills are paid automatically each month through our bill payment services.
  • We charge a nominal fee which is set up based on the number of bill obligations which are itemized on the client’s budget.
 Individuals Who Desire Bill
Payment Assistance…

  • Our private pay clients are individuals who have come to recognize a need for assistance with their bill paying obligations.
  • LifeSpan’s Payee services provide financial peace of mind for individuals as their bills are paid automatically each month through our bill payment services.
  • We charge a nominal fee which is set up based on the number of bill obligations which are itemized on the client’s budget.
All LifeSpan Payee Clients Receive…

  • Individualized budgets are set up for each client which prioritizes payment of their rent, utilities, and other basic needs.
  • Personal spending money is issued to each client on a weekly basis. Weekly funds are issued via check or an electronic load of a pre-paid Visa debit card.
  • Extra spending money can be issued to clients upon request. 2 day’s notice is required and receipts are requested for any extra spending issued for over $100.
  • Any remaining money for each client is saved in their account for upcoming emergencies or quality of life needs. We encourage all clients to build an emergency fund of at least $200 for these needs.
  • Electronic record-keeping is maintained for each client and account ledgers are provided to clients upon request which shows all income and expenses for the time period requested.

 

“All bills are paid on time & spreadsheet of all transactions are emailed to me I in a timely manner.”
~Payee client

 

If you would like to refer someone to the Representative Payee program and are ready to begin, please complete the forms below.

Representative Payee Intake Forms

Intake Form

 

Physician Form (if new to Payee services)

 

Representative Payee Information Packets

Application Instructions

 

What is a Representative Payee

 

Role of Your Representative Payee

 

Clients Rights & Responsibilities

 

Representative Payee Guidelines for Clients

 

 

Q&A

How do I fill out the Intake Form?

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.  

Do you have a waiting list?

We do not currently have a waiting list.

Do you help with Social Security Benefit Analysis?

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.

 

Representative Payee Manager

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