EN Understanding the Role of a Representative Payee
EN Understanding the Role of a Representative Payee
Join us for a live webinar
This webinar is part of a monthly series hosted by the Advocacy and Community Engagement (ACE) Team. The series explores a wide range of topics, from tools to support school-aged children with disabilities to resources that help adults navigate employment and public benefits. Each session is guided by direct feedback from community partners, ensuring the webinars address the issues they consider most important.
Disclaimer: The following presentation is meant for education only and does not constitute legal advice nor counsel. Your situation may be unique and require careful attention.
Keep in mind that the information in these slides could become out of date, as the laws and local practices relating to these matters are constantly developing.
Note: We may cancel or reschedule workshops based on enrollment levels. We may adjust dates and times to accommodate participant availability and ensure optimal group dynamics.
When:
Thursday, September 17, 2026
6:00 PM - 7:30 PM
Pacific Time
This event will also be offered in Spanish on September 15, 2026.
Click here to register for the Spanish event.
About the webinar:
“Understanding the Role of a Representative Payee" is a training designed for individuals or organizations appointed by the Social Security Administration (SSA) to manage Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) benefits on behalf of someone who cannot manage their own finances. This session will cover the responsibilities, application process, and best practices for managing benefits in the beneficiary’s best interest.
What you will learn:
- What is a Representative Payee.
- Understanding the role and why it’s necessary.
- Managing funds to meet the beneficiary’s basic needs (e.g., housing, food, medical care).
- Saving or investing any remaining funds appropriately.
- Record Keeping: How to track and report expenses accurately.
- Money Management Skills: Best practices for budgeting and using benefits responsibly,
- Compliance and Oversight: Understanding SSA requirements and how to stay in good standing.
Presenter:
Ariana Pablo is a Compliance Reviewer based in the Los Angeles office for the OPRABA (Office of Payee Review and Beneficiary Assistance) unit at Disability Rights California. She has been a Compliance Reviewer for 6 years and has worked in the disability community for almost 10 years.
Raymond Kwong (he, him, his) works at Disability Rights California (DRC) as an Advocate with the Advocacy and Community Engagement (ACE) team. He joined DRC 9 years ago as a Multicultural Affairs Advocate. He works with attorneys to facilitate trainings, legal clinics, and outreach to the disabled community.


