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What Happens If a Representative Payee Misuses Funds?
Representative payees are trusted by the Social Security Administration (SSA) to manage someone else’s benefits—often for people who are...

Purple
Aug 22
What Is an Organizational Representative Payee?
When a person receiving Social Security or SSI benefits can’t manage their money, the SSA appoints a representative payee—someone who...

Purple
Aug 22
How to Switch Your SSA Direct Deposit to Purple
If you get Social Security benefits—like SSI, SSDI, or retirement—you can choose where your money goes each month. That includes...

Purple
Aug 22
What’s the Difference Between SSI and SSDI?
If you or a loved one has a disability, you’ve likely come across two major Social Security programs: SSI and SSDI. While both provide...

Purple
Aug 22
How to Avoid the $2,000 SSI Limit Without Losing Benefits
If you receive Supplemental Security Income (SSI), you’ve likely heard about the $2,000 resource limit—a frustrating rule that makes it...

Purple
Aug 22
Can a Representative Payee Use the Money for Themselves?
If you’ve been appointed as a representative payee—or you’re considering becoming one—you might be wondering: Can I use some of the money...

Purple
Aug 22
The Best Software for Disability Representative Payees: What to Look For
Managing government benefits for someone with a disability is a big responsibility—especially when you’re handling money that isn’t...

Purple
Aug 22
How Early Direct Deposit Works for SSI, SSDI, and Other Benefits
If you receive Social Security, SSI, or VA benefits, you might wonder why your payments sometimes show up earlier than expected—or why...

Purple
Aug 22
What Is a Representative Payee Account and How Do You Open One?
If you’re managing government benefits for someone who can’t do it themselves, the Social Security Administration (SSA) may require you...

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Aug 22
How to Set Up a Dedicated Account the Right Way
If you’re a representative payee managing SSI benefits for a child under 18 who receives a large lump-sum back payment, the Social...

Purple
Aug 21
What Happens if You Use a Dedicated Account Incorrectly?
If you’re a representative payee managing a dedicated account for a child receiving SSI, it’s critical to understand the rules about how...

Purple
Aug 21
How to Report Dedicated Account Spending to the SSA
If you’re a representative payee managing a dedicated account for a child receiving SSI, you’re required to submit an annual report to...

Purple
Aug 21
What Can Dedicated Account Funds Be Used For?
If you’re a representative payee managing a dedicated account for a child receiving SSI, it’s important to understand what the funds...

Purple
Aug 21
What Is a Dedicated Account — and When Is It Required?
If you’re acting as a representative payee for a disabled child under 18 who receives SSI and is set to receive a large lump‑sum of...

Purple
Aug 21
What Is Medicaid Payback?
If you’re managing an ABLE account—or planning to open one—you’ve probably heard about something called Medicaid payback. But what is it,...

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Aug 20
What Happens to an ABLE Account When the Beneficiary Dies?
ABLE accounts are powerful tools for helping people with disabilities save and spend without losing benefits—but many families ask the...

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Aug 20
What Can You Use ABLE Account Funds For?
One of the biggest benefits of an ABLE account is the flexibility in how you can spend the money—without it counting against your...

Purple
Aug 20
ABLE Account vs. Special Needs Trust: What’s the Difference?
If you’re supporting someone with a disability—or planning for your own financial future—you’ve probably come across two tools designed...

Purple
Aug 20
ABLE to Work: How to Save More in Your ABLE Account
If you have a disability and are working, the ABLE to Work provision lets you save even more money in your ABLE account—without losing...

Purple
Aug 20
What Is an ABLE Account? A Guide for People with Disabilities
If you’re living with a disability or supporting someone who is, you’ve likely heard the term ABLE account—but what exactly is it, and...

Purple
Aug 20
Direct Express Alternatives: What Are Your Options?
If you receive federal benefits like Social Security or SSI, you may be familiar with the Direct Express® card—a prepaid debit card used...

Purple
Aug 20
Managing Money for Multiple Beneficiaries as a Representative Payee
Being a representative payee for one person is a big responsibility. But for parents, caregivers, or organizations managing benefits for...

Purple
Aug 20
What Can a Representative Payee Spend Money On?
If you’re serving as a representative payee for someone who receives Social Security or SSI benefits, you’re likely asking: What exactly...

Purple
Aug 20
How to Become a Representative Payee for Social Security Benefits
If someone you care for receives Social Security benefits but has trouble managing money, you might be wondering: How do I become their...

Purple
Aug 20
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