First, obtain a User ID and password by registering via Business Services Online (BSO).
Second, use the paper form to obtain four identifying items to access the online form.
Third, complete the online form, using the online edits as needed.
Finally, submit the completed form.
Any representative payee or employee representing an organization serving as a representative payee for a beneficiary. If you received a form SSA-623, SSA-6230, or SSA-6234, you may complete the form online.
If you leave the webpage inactive for more than 25 minutes, we will give you a time-limit warning. If you take no action after 5 minutes of receiving the warning, we will end your session.
Yes. The online form asks the same questions on the paper form. Answering the questions in one sitting ensures you can submit the form to SSA in a timely manner.
Yes. After submitting the form, you will receive immediate confirmation we received your report. You will also receive a confirmation number. You should record this confirmation number and keep it in a safe place. SSA employees cannot access your confirmation number, but we can check the system to verify we received updated information.
You can access the completed form for up to 30 days after you submit the form to SSA. You can also print and/or save a copy in PDF for your records.
You may access the payee form online after you receive the paper form in the mail. Because you need to enter information from the paper form online, you cannot access the online form until you receive the form in the mail.
No, you can only print a report after you submitted it to us. However, prior to submitting the form, we present you the opportunity to edit the form on the report summary page.
We will ask you information that identifies you and your contact information. We will also ask you five questions to verify your identity if you forget your password.
SSN - Social Security Number, the number holder's Social Security number on whose account benefits are payable
TAA - Total Accountable Amount, the amount of money you received on behalf of the beneficiary plus any saved funds that were reported on the last accounting report
ID – Individual Recipient Identification Code, this code identifies the type of SSI eligibility and type of recipient
BIC - Beneficiary Identification Code, this code identifies the type of Social Security benefits payable
We will display a screen showing your User ID within seconds after you successfully register.
Yes. Business Services Online requires all users of its applications to register for a User ID and password. The online accounting report is housed under business services online. The registration process identifies you as an individual.
SSA requires employees of organizations/businesses to register using their own SSN in order to verify the employee/employer relationship. We need to verify this information to help ensure we are receiving the payee report from the representative payee of the beneficiary. Additionally, the registration process does not allow organizations to register for a User ID.
Yes. Organizational payees may have multiple employees register. If the employee has worked for the organization for at least the last two years, the employee may receive the User ID online. If the employee is new, you may need to call us to register. Again, if you have questions about registration and represent an organizational payee, please call SSA at 800-772-6270 between 7 a.m. and 7 p.m. (EST) on business days.
No. Employees may only access forms they completed on behalf of the organizational payee. The completed forms are only available online for 30 days.
Yes. Each employee of an organization must have his/her own User ID. Since the User IDs require personal information and your own personalized password, you must not share them with anyone else. DO NOT USE THE SAME USER ID FOR MULTIPLE EMPLOYEES.
No. Each organizational payee may determine how many employees may register for access. For example, if an organization Is split into seven networks, it may have seven separate employees or assign one or two employees to oversee all payee forms online.
If I already signed up for a User ID to access other services on Business Services Online, such as verifying Social Security numbers or annual wage reporting, do I need to sign up again to access the payee forms online?
No. If you already have a User ID, you do not have to obtain a separate User ID. You may log in and select Request New Services from the left menu. On the resulting page, select access to "Internet Representative Payee Suite."
You may still be able to use the online form. Contact your local FO or the National 800# and after we identify you, ask us to provide you with the TAA, ID, and BIC.
Yes. At this time, SSA will continue to mail the paper forms to you each year. This is how you will know when you need to complete the payee report. You also need the paper form in order to access the online form. However, once you complete your online report, you may discard the paper payee form you used to access it. We will send you a new payee form, with different information to access the online report the following year.
No. We will continue to mail you the paper forms and you may choose to complete it by mail or via the Internet.
Yes. The online accounting reports prints summary of all the information you provides us, except for any remarks you listed in the "General Remarks" section. However, SSA receives these remarks in our systems. SSA may update this functionality to include "General Remarks" in the printed summary in a future release.
Yes. You must send in a completed paper form if you decide not to complete the online form.
No, at this time, you may not apply to become a representative payee online. SSA conducts these interviews in-person and we will help you complete form SSA-11 to serve as a representative payee. We conduct these interviews in person to help us evaluate your ability to oversee benefits in the best interest of the beneficiaries.
The online accounting report contains “help” sections and edits to help you complete the form and will likely answer most of your questions.If you have questions about registration and represent an organizational payee, please call SSA at 800-772-6270 between 7 a.m. and 7 p.m. (EST) on business days. If you are an individual payee, please call SSA at 800-775-7802 between 7 a.m. and 5:30 p.m. People who are hearing impaired may call our toll-free "TTY" number, 1-800-325-0778 between 7 a.m. and 7 p.m. (EST) on business days.