Payee & Fiduciary Management
When managing monthly finances becomes too complex to handle alone, having a trustworthy partner makes all the difference. Catholic Social Services serves as a Representative Payee and fiduciary for persons with disabilities, seniors, and others across 34 Ohio counties and 11 West Virginia counties, managing benefits and finances with care, transparency, and the unwavering commitment to act in each client’s best interest.
Rooted in our Catholic values and our belief in the dignity of every person, this program is about more than paying bills. It is about giving people the security and stability to focus on living their lives.
What Is a Representative Payee?
A representative payee is an individual or organization appointed by the Social Security Administration to receive and manage Social Security or Supplemental Security Income (SSI) benefits on behalf of someone who cannot do so independently. The payee is responsible for ensuring that funds are used to meet the beneficiary’s basic needs, including housing, food, medical care, and personal expenses.
Catholic Social Services takes this responsibility seriously. Every financial decision we make on a client’s behalf is guided by the same principles: honesty, transparency, and the beneficiary’s best interest above all else.
What We Manage
- Budgeting and Income Management: We review all sources of income and create a personalized monthly budget tailored to each client’s actual financial situation.
- Bill Payment: Rent, utilities, and essential expenses are paid on time so clients avoid debt and housing instability.
- Protection from Financial Exploitation: We actively monitor accounts and guard against scams, misuse, and financial abuse.
- Savings and Emergency Funds: We help clients build savings so unexpected expenses do not derail their stability.
- Essential Needs Oversight: Housing, food, medical care, clothing, and personal needs are always the priority in every budget we manage.
- Responsive Support: Clients can reach our team by phone whenever questions or concerns come up.
Service Area and Cost
Payee and Fiduciary Management services are available across 34 Ohio counties and 11 West Virginia counties. The monthly program fee is $57.
How to Get Started
A referral can be initiated by the individual, a family member, or a community social service organization. Once the Social Security Administration designates CSS as the representative payee, our team will contact the client to build a personalized budget plan.
Ready to Get Started?
If you or a loved one could benefit from Payee or Fiduciary Management services, we are here to help. CSS serves individuals across central and southeastern Ohio and into West Virginia with compassionate, accountable financial support.
Call or visit us to connect with our team.