The organization must be regularly serving as payee for at least five beneficiaries.
The information submitted must include a list of the names, Social Security numbers,
and resident addresses of all individuals for whom the organization is currently payee.
The RPS or MBR/SSR should be queried to ensure that the organization is payee for
at least five of the individuals named on the list. The organization must be the appointed
payee for each of the five individuals for a minimum of one calendar month. Please
note the payment status field. The beneficiary’s MBR and/or SSR should be an active
CAUTION: There may be situations where an organization is payee for five beneficiaries, but
is authorized to collect a fee from less than five. An organization is considered
to be regularly serving as payee for an individual regardless of whether or not it
is authorized to collect a fee from that individual.