The CPS prepares an SSA-2001-F6 and completes the shaded areas on the top of the Representative
Payee Report (SVB) indicating the payee's name and address, the beneficiary's name and SSN, the
report period, the type of payee (TOP), the custody code (CC) and the guardianship
code (G), if applicable. This information will help the CPS evaluate the payee's responses.
The CPS includes the following information from the last accounting or from information
in file:
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the amount of any conserved benefits shown on the last accounting;
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the amount of the monthly benefits; and
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the amount of any accruals or conserved funds issued by SSA since the last accounting.
The CPS obtains a current query in order to verify information.