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 beneficiaries for whom the organization is currently
Query the RPS or MBR/SSR to ensure that the organization is payee for at least five
of the beneficiaries on the list supplied by the payee. The organization must be the
appointed payee for each of the five beneficiaries for a minimum of one calendar month.
Please note the payment status field. The beneficiary’s MBR/SSR should be an active
CAUTION: There may be situations where an organization is payee for five or more beneficiaries,
but collects a fee from less than five. An organization is considered to be regularly
serving as payee for a beneficiary regardless of whether it collects a fee from that