Representative Payee

We are dedicated to providing professional, caring financial management services designed to ensure a stable living environment for every client we serve. We believe in serving our clients’ best interests, providing for their current and foreseeable needs, and keeping our clients involved and aware of their finances.
learn more about representative payee

A Representative Payee is appointed when an individual receives benefits from the Social Security Administration (SSA) but is unable to manage his or her own funds. SSA usually looks for a Payee among the beneficiary’s family or friends. But for many beneficiaries, this traditional network of support is not available. In these cases, Guidance Carolina is authorized by SSA to serve as Payee for beneficiaries who do not have a trusted family member or friend to manage their benefits

Guidance Carolina (GC) is not currently accepting new Representative Payee clients UNLESS 
we are otherwise serving the client in another legal role
 or
if the client is a resident of a residential care community that is under contract with GC
for Representative Payee Services. 

Who May Need A Representative Payee?

  1. Any SSDI or SSI beneficiary who:
    Is under the age of 18, OR
  2. Found by a court to be legally incompetent, OR
  3. Is unable to manage his or her benefits due to mental illness, substance abuse problems, chronic homelessness, and/or other conditions that limit his or her capacity to manage money responsibly.

Frequently Asked Questions

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Testimonials

“It has been such a pleasure working with Guidance Carolina. Their team is caring, knowledgeable and responsive. Their commitment to the individuals and families they help support is unparalleled.”
Allison Sanders
VP of Business Development - Special Considerations
"I always find [Guidance Carolina] goes above the expected. Each time we complete a goal, they are always looking for the next thing they can help with. When someone from Guidance Carolina says they are going to do something, it gets done."
Family Member of Special Needs Trust Beneficiary Served since 2014
"Working side by side with Guidance Carolina (GC) has been a valued partnership throughout the years. As a home care agency, Options for Senior America has been able to see the impact that the GC has had on their clients. They are able to provide a continuum of care that keeps their clients safe and in the right hands. Being able to witness firsthand, the dedication that they have to their clients and families has been nothing short of amazing. They have always been available, professional, and reliable. Options will always support Guidance Carolina (GC) and what they do for older adults and those with disabilities!"
Jered Yalung, Pharm.D.
VP of Marketing and Operations - Options for Senior America