Representative Payee Program

We provide representative payee services for individuals who have a mental illness and/or an intellectual disability and who receive either Supplemental Security Income and/or Social Security Disability Income. When the need for a representative payee is identified, a referral to the program can be made. An application for services will be completed and sent to the local Social Security Administration office for final approval. After MHA is approved to be a new applicant’s representative payee, an initial budget meeting is scheduled with our program staff (i.e., Financial Case Managers) to review current income and expenses. A personalized monthly budget and spending plan will be established at this first meeting. For clients who are interested in becoming more involved in their financial matters, or who want to progress and manage their own finances independently, we will provide education and one-on-one coaching to help them rebuild skills and confidence with managing their financial matters.

To be eligible for this service, all of the following criteria must be met:

* Adult over the age of 18
* Primary mental health diagnosis
* Enrollment in mental health case management services through York and Adams Counties and/or another mental health provider agency
* Difficulty managing income and expenses
* Agree to pay monthly service fee for program
* Approval by Social Security Administration

If you believe you are eligible for this service, please ask your caseworker to assist you with the application process. The Representative Payee Program Application and Social Security's Form SSA-787 (Physician's Statement) will need to be completed and signed before submitting them to our office for processing. After we receive your completed forms, we will submit these documents to the local Social Security Administration Office for approval. It can take up to 3-4 weeks for Social Security to approve MHA as your organizational representative payee. Please contact MHA's Representative Payee Program Director if you have any questions about the application and enrollment process. 

Representative Payee Program Application (click here)​
mha_rep-payee_application_packet-2022.pdf
Form SSA-787 Physician's/Medical Officier's Statement of Patient's Capability to Manage Benefits (click here)