Representative Payee Program

The Representative Payee Program provides voluntary financial management services to seniors and adults with disabilities who cannot manage their own funds.

The Representative Payee program manages money for elderly individuals and adults (age 18 or older) with physical and/or mental impairments who cannot manage their own funds. This program ensures that their daily living needs are met, and maintains their well-being and independence.

This program is voluntary and each participant must have a case manager to be eligible. Participants must be referred by their case manager.

The Representative Payee Program serves 1,400 mentally ill and/or frail elderly clients each year. The program provides financial management for these clients, but is not the conservator to them. These financial management services range from applying and redetermining eligibility for government benefits to working closely with mental health case managers to arrange appropriate spending money and personal items.

The Public Guardian is also San Francisco's designated payee for mentally ill clients who are housed in locked psychiatric facilities, as well as Community Mental Health Services clients placed in the community.

Public Guardian staff work very closely with the Department of Public Health Division of Mental Health, the Veterans' Administration, Social Security Administration, and numerous public and private pension sources to ensure that our clients' financial stability is maintained.

Anyone can make a written referral to the Representative Payee Program. The majority of referrals are from Adult Protective Services and hospitals.

For more information, please call:
(415) 355-3555

Or email our Payee Referral team at sfreppayee@sfgov.org to request a rep payee application.