Posted tagged ‘financial management’

Social Security Representative Payees

April 28, 2011

Seniors needing assistance managing social security payments may appoint a friend, family member, or other third-party to be responsible for the funds.

Learn more about the Representative Payee program

  • from Social Security’s website.

Find a third-part Representative Payee

  • (DC) – Family Matters provides volunteer representative payees through a program of AARP.  For more information, phone 202-289-1510.
  • (MD) – Learn about the state of Maryland’s volunteer representative payee program.
  • (VA) – Learn about the city of Alexandria’s Daily Money Management program.
  • (national) – Find other volunteer representative payee programs in other states.

Daily Money Managers

November 16, 2009

Daily money managers typically help seniors with bill-paying and checkbook balancing.

Search for private pay money managers at the American Association of Daily Money Managers.

Search for subsidized money managers for low-income seniors through AARP.

Call or email Iona Information & Referral (202-895-9448; info@Iona.org) for answers to aging-related resource questions.