What is form SSA 11 BK?
Form SSA 11 BK, also known as the Request to be Selected as Payee, is a form used by the Social Security Administration (SSA) to determine who should be appointed as the representative payee for Social Security beneficiaries who are unable to manage their own funds. The representative payee is responsible for using the beneficiary’s benefits to meet their basic needs and pay for their living expenses.
Who needs to complete form SSA 11 BK?
Anyone who wants to be appointed as a representative payee for a Social Security beneficiary must complete form SSA 11 BK. This includes family members, caregivers, and organizations that provide services to the beneficiary. The beneficiary themselves may also complete the form if they wish to request a specific person or organization to be their representative payee.
What information is needed to complete the form?
To complete form SSA 11 BK, you will need to provide personal information about yourself and the beneficiary, including their Social Security number and date of birth. You will also be asked to provide employment history, medical conditions, and information about any treatments or medications the beneficiary is currently receiving. Additionally, you will need to provide information about your relationship to the beneficiary and why you believe you are the best person to be appointed as their representative payee.
Step 1: Gather necessary documents
Before filling out form SSA 11 BK, you will need to gather necessary documents such as proof of identity and proof of relationship to the beneficiary. You may also need to provide documentation of your employment history and any medical conditions or treatments that you are disclosing on the form.
Step 2: Fill out personal information
The first section of form SSA 11 BK asks for personal information about both yourself and the beneficiary. This includes their Social Security number, date of birth, and contact information. You will also need to provide information about your relationship to the beneficiary and whether you have previously served as their representative payee.
Step 3: Provide employment history
The next section of the form asks for information about your employment history. You will need to provide your current employer’s name and address, as well as information about any previous employers. You will also be asked to provide information about any self-employment or work you have done in the past.
Step 4: List medical conditions
In the third section of the form, you will need to disclose any medical conditions that the beneficiary is experiencing. This includes both physical and mental health conditions. You will also be asked to provide information about any hospitalizations or surgeries the beneficiary has had in the past.
Step 5: Disclose treatments and medications
The fourth section of the form asks for information about any treatments or medications the beneficiary is currently receiving. You will need to provide the name and dosage of any medications, as well as the name and contact information of the healthcare provider who prescribed them.
Step 6: Sign and date the form
Once you have completed all sections of the form, you will need to sign and date it. By signing the form, you are certifying that the information you have provided is true and accurate to the best of your knowledge.
Step 7: Submit the form to the SSA
After completing the form, you will need to submit it to the SSA. You can do this by mailing the form to your local Social Security office or by submitting it in person. It is important to keep a copy of the form for your records.
What happens after submitting the form?
Once the SSA receives your completed form SSA 11 BK, they will review it to determine whether you are a suitable representative payee for the beneficiary. This may involve contacting you or the beneficiary to request additional information or documentation.
How long does it take to process form SSA 11 BK?
The processing time for form SSA 11 BK can vary depending on a number of factors, including the complexity of the case and the workload of the SSA office processing the form. In general, it can take several weeks to several months for the SSA to review and approve a request to be appointed as a representative payee.
