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Appointment of a Representative Payee
1600.1 What is a representative payee?
A representative payee is a person or organization SSA selects to receive and manage benefits on behalf of an incapable or legally incompetent beneficiary.
1600.2 What is SSA's policy on appointment of representative payees?
Our policy is that legally competent adult beneficiaries have the right to manage their own funds. However, where there is evidence that a beneficiary is not able to manage or direct the management of payments in his or her own best interest, representative payment may be made.
1600.3 What does this chapter cover?
This chapter provides guidance on:
What constitutes incapability to manage or direct the management of funds;
What determines the need for and selection of a representative payee; and
What is a representative payee's proper use of payments.
Last Revised: Aug. 2, 2007
- Interest of the Beneficiary
- When is a new representative payee selected?
- What happens if you become unable to manage your SVB?
- Beneficiary Under Age 18
- Beneficiary Over Age 18
- What are the responsibilities of a representative payee?
- Evidence Required for Payee Selection
- Evidence of Current Ability to Manage Benefit Payments
- Accounting for Use of Funds
- Use of Benefit Payments
- Past Debts of Beneficiaries
- A Beneficiary's Savings
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