Certified Organizational Payee

Simplify’s Representative Payee Program is for individuals who receive Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI) or both. As an approved Organizational Payee through Social Security, Simplify is assigned to become involved when it has been determined that the beneficiaries are unable to manage their own funds and payments. The Social Security Administration (SSA) determines a monthly fee for this fee-for-service organizational program. Simplify follows the social security requirements for the monthly fee.

As a Representative Payee, Simplify will be responsible for making sure the individual’s basic needs are met. Food and shelter are primary concerns. Client funds are deposited with Simplify. From there, families and individuals are involved in the process of developing a budget and working through other financial decisions. 


We would be happy to answer any questions you may have about Simplify’s Representative Payee Program. Please give our office a call during normal business hours or fill out the form below, and a team member will get back to you as soon as possible.

Our Step By Step Process

Call us today to set up a judgement-free consultation with our team at Simplify.

Gather financial information and an idea of personal financial goals to achieve. 

Bring your financial information to the initial free 30 minute consultation.

Next we get some signatures and get to work building your financial freedom!

Free 30 Minute consultation

Simplify helps remove financial barriers, regardless of income level. Let’s work together to find a solution. Complete the form, and we will be in contact to schedule a free, no obligation 30 minute consultation!

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