Representative Payee Services

Representative Payee service is designed to assist individuals who are seeking knowledge and development of individual money management skills.

DAC’s Representative Payee program currently manages the monthly incomes of approximately 172 customers, to help develop financial management skills that are necessary for independent living. In addition to paying monthly bills, the staff assists individuals in developing budgets to ensure all of their needs are met.

DAC’s Representative Payee program not only provides administrative financial support to our individuals, but also takes an educational approach, explaining financial expectations and limitations to individuals in a productive and informative manner.

Services follow the Social Security Administration guidelines for Representative Payee duties and responsibilities including:
  • Paying food/shelter and personal needs. Will also pay for certain utility bills unless otherwise notified.
  • Monitoring personal accounts for resource limitations.
  • Filing required reports to Social Security Administration with supporting documentation.
  • Advocating for beneficiaries to protect, maintain or reinstate benefits through waiver appeal to Social Security Administration.
  • The customers served may include individuals with mental and or physical disabilities, elderly or individuals receiving government benefits.
  • Accountability includes providing written quarterly reports to beneficiaries and if required, to family members, case managers, and social workers.

For more information about Representative Payee Services, please contact Mary Bartels, Representative Payee at 563-652-5252 or email her at