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Planning for the future includes ensuring benefits are managed safely and responsibly. Achieva is proud to offer Representative Payee Services to our trust beneficiaries, providing professional financial management and added peace of mind for families.

As a Representative Payee, Achieva helps manage Social Security and SSI benefits in accordance with Social Security Administration guidelines. Services include paying for essential living expenses, maintaining dedicated accounts, tracking expenses, saving for future needs, and providing required reporting.

This service is available to Achieva Family Trust beneficiaries with $25,000 or more in trust under management and is offered on a fee-for-service basis.

Click here to learn more about how Representative Payee Services can support long-term stability and financial well-being or contact your Trust Administrator. You may also call 412-995-5000 ext. 565 for additional information.