OZ PAYEE SERVICES

What they do

OZ Payee Services is A Charitable Organization Organized Under Section 501c3 of The Internal Revenue Code to Provide Organizational Representative Payee Services for Individuals Who Are Unable to Independently Manage Their Social Security Supplemental Security Income SSI and Other Public Benefit Payments Due to Age Disability or Other Qualifying Circumstances. During The Reporting Period The Organization Focused On Establishing The Infrastructure Necessary to Begin Charitable Operations. Activities Included Securing Office Facilities Obtaining Insurance and Fiduciary Bond Coverage Developing Governance Policies Implementing Accounting and Financial Management Procedures Establishing Internal Controls Preparing Representative Payee Operational Policies Consistent With Social Security Administration Requirements and Conducting Outreach to Develop Relationships With Community Organizations and Referral Sources. These Activities Were Undertaken to Prepare The Organization to Provide Fiduci