PayeeKit: Representative Payee

PayeeKit is the record-keeping app for family representative payees: the parent, sibling or adult child who manages Social Security, SSI or VA benefits for someone else. Keep every deposit and receipt, see the SSI resource limit coming, and have the year's totals ready when SSA's accounting form arrives. WATCH THE SSI $2,000 LIMIT SSA counts an SSI recipient's resources at the first moment of each month. Over $2,000, or $3,000 for a couple, and there is no SSI for that month. PayeeKit shows what counts today, projects the figure for the first of next month, and warns you at 80% of the limit and again at 95%. The watch appears only for someone who receives SSI. EVERY DOLLAR IN, EVERY DOLLAR OUT • Log deposits and expenses in a few taps, sorted into the categories SSA's annual accounting asks about • Photograph each receipt and keep it with its entry; anything still missing one is marked • Monthly entries like the benefit deposit and rent post themselves and wait for you to check them • Reconcile against a bank statement, entry by entry, until the difference is $0.00 • Keep award letters, court orders and other papers with each person's records, scanned with the camera THE PAYEE REPORT, ALREADY TOTALED When SSA's Representative Payee Report arrives, open the Annual Report Pack: benefits received, spending in the categories the form asks about, and what was saved, for your reporting period. One tap makes a PDF with the totals, every entry and a page of receipts, plus a spreadsheet. Use the figures to answer SSA's form, on paper or online. The report is free on every plan, with no limit. REMINDERS 60, 30 and 7 days before your reporting period ends, and on the day. Court dates too, if you add them. PRIVACY • No account to create and nothing to sign in to • No bank connections, and PayeeKit never moves money • No ads, no analytics, no tracking • Records stay in your own iCloud account, so a new iPhone restores them, and PayeeKit's developer can't see them • Face ID or Touch ID lock • Only the last four digits of a Social Security number, never more FREE • One person's full ledger, receipts, reminders and reconciliation • Every SSI resource-limit warning • The Annual Report Pack: PDF, spreadsheet and copy totals, unlimited • Up to five documents per person • An export of all records from the last three years PAYEEKIT PLUS • Unlimited beneficiaries, for payees managing benefits for more than one family member • Receipt reading: photograph a receipt and PayeeKit suggests the amount, date and store, read on your iPhone, for you to check before it saves • The guardian module: visits, decisions, contacts and court dates, with a report for the annual hearing • Unlimited documents • A spreadsheet of every transaction across every period PayeeKit Plus is $4.99 a month, $29.99 a year with a 7-day free trial, or $59.99 once for life. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period, in Settings on your iPhone. If a subscription ends, nothing you entered is deleted. WHO IT'S FOR Family members and individual guardians managing benefits within one household. Agencies and organizations serving as payee for people outside their own family are outside its license. PayeeKit was built by a nurse with 15 years in IDD services, who supervised payee accounts and sat through SSA reviews herself, and built the tool she wished every family payee had. PayeeKit helps you keep records. It is not legal or financial advice. It is not affiliated with or endorsed by the Social Security Administration or the Department of Veterans Affairs, and it doesn't file anything with them. Terms of Use: https://payeekit.com/terms Privacy Policy: https://payeekit.com/privacy