Protective Payee Your case manager has referred you for protective payee services. A plan was developed by your case manager and sent to your payee.  This may include;   Money Management training   Bills will be paid according to your plan.   Remaining funds are distributed weekly.  Representative Payee Your Social Security case manager has referred you  for Representative  payee services.   Budgeting   Checkbook Balancing   Bill Paying   Getting Started After your paperwork is complete sit down with your payee to agree on your budget.  You and your payee will need to go to the bank to make arrangements for automatic deposit.  Set up a schedule for when you will meet with your payee and when you will get your checks.  You will be required to choose days and times available to pick up your checks.  Program participants are required to meet with your payee a minimum of once a month.  Maximum visits should be once a week and scheduled in advance with your payee.  Confidentiality is strictly upheld and your personal financial situation will not be discussed with anyone without your signed written approval.  Transfer to another payee or termination of services will take up to two months to complete to clear & process checks, bank and legal documents.