Achieva is pleased to offer Representative Payee Services to our trust beneficiaries. Recognizing the important role these services play in future planning and the peace of mind they provide to families, we are proud to offer this valuable support.
A Representative Payee is a person or organization appointed to receive and manage Social Security or Supplemental Security Income (SSI) benefits for people who may need assistance managing their finances.
Representative Payee services provide the security of professional money management through a safe and organized approach. This includes managing checking accounts, tracking and maintaining payments and savings, and allocating funds for day-to-day living expenses—all while adhering to Social Security Administration guidelines.
As your Representative Payee, Achieva Family Trust ensures that benefits are managed responsibly and in your best interest. Our services include:
Our goal is to provide reliable, transparent financial management that supports each beneficiary’s well-being and long-term stability.
Representative Payee services are designed for people who need assistance managing their Social Security or SSI benefits. This may include people with disabilities, cognitive challenges, or others who would benefit from structured financial oversight and support.
If you are interested in learning more about Representative Payee Services, please contact your Trust Administrator.
You can also contact us at 412-995-5000 ext. 565 for additional information.