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Beneficiary Under Age 18
1602.1 If a beneficiary is under age 18, is a representative payee necessary?
A beneficiary under age 18 is generally considered incapable of managing his or her own funds, and a representative payee is needed.
1602.2 When can direct payment be made to beneficiaries under age 18?
Payments may be made directly to a beneficiary under age 18 if:
The beneficiary is age 15 or over; and
It serves the beneficiary's best interests; and
The beneficiary does not have a legal guardian; and
The beneficiary is:
Receiving disability insurance benefits on his or her own Social Security earnings record; or
Serving in the military services; or
Self-supporting and living alone; or
A parent and files for his or her own or his or her child's benefits, and has experience in handling his or her own finances; or
Capable of using the funds to provide for his or her own current needs and no qualified payee is available; or
Within seven months of reaching age 18 and is initially filing an application for benefits.
Note: If a minor beneficiary has the status of an adult under State law, he or she may be paid directly.
Last Revised: Aug. 2, 2007
- What are the responsibilities of a representative payee?
- When is a new representative payee selected?
- Beneficiary Over Age 18
- What is the usual order of preference in selecting a payee for a beneficiary under age 18?
- Appointment of a Representative Payee
- Factors to Consider in Selecting Payees
- Liability for Repayments
- A Beneficiary's Savings
- Evidence of Current Ability to Manage Benefit Payments
- Use of Benefit Payments
- Evidence Required for Payee Selection
- Selecting a Payee for Beneficiaries Age 18 or Over
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