This interview helps a parent or representative payee of a child on SSI keep track of money spent from a dedicated account with the child's retroactive SSI benefits.

Learn how interactive interviews work

More information:

• Social Security and SSI
• Original form

Can I use this tool?

You can use this interview to fill out a Report of Benefits and Dedicated Account or to keep track of what you spent. It can be used by:

• A parent, or
• A representative payee of a child or dependent who gets SSI

How to select the right court form

Before you start

Before you start, gather any records that show what you spent over the last year.

Include:

• The letter from Social Security that tells you the period of the report
• The amount of money in the dedicated account as of your last report to SSA
• The amount of money you deposited into the account since your last report to SSA
• The amount of money you spent from the account since your last report to SSA

What happens after you finish

After completing this interview, you will get your completed forms ready for filing. This interview may give you more information about what happens next based on your answers. Learn how to file in Massachusetts.

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