Understanding the Role of a Representative Payee

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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.

When:
Thursday, September 17, 2026
6:00 PM - 7:30 PM

Pacific Time

Register Today

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.
Reasonable Accommodations: American Sign Language (ASL) interpretation will be offered

Presenter:

Photo of Ariana Pablo

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.

Photo of Raymond Kwong

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.

 

Register for the webinar.

After you register you will receive an email with the link to log into the webinar.
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Preferred Language

Reasonable Accommodations

Please submit request by September 10, 2026.
Reasonable accommodations—such as live captioning and American Sign Language (ASL) interpretation—ensure that everyone can fully engage in and participate in our events. We ask for as much advance notice as possible to fulfill your request; however, even if your request is close to the event date, please submit it and we will do our best to accommodate your needs.

Do you need a specific reasonable accommodation?