There may be instances where the payee applicant you believe is the best choice isn’t
the one highest on the above list of preferred applicants. For example, a family member
who lives near and shows strong concern for an incapable beneficiary who suffers from
a substance abuse condition might be preferred over an organization which is not located
in close proximity to the beneficiary. The primary concern in selecting a payee should
always be the well being and best interests of the beneficiary. In this instance, you may
decide to select the family member.
In cases where you select a payee who is not the highest on the list of possible choices,
use the Add Note link to document the Make Note screen in eRPS (or on a RC outside
RPS) the reason for your selection.
When Do I Need to Contact a Potential Candidate Who is Higher on the Preference List?
If you become aware of a potential payee candidate who is equal to or higher than
the payee applicant on the preference list, contact that potential candidate (to find
out if he/she wishes to file) before you appoint the payee applicant.
EXCEPTION: If you have convincing evidence that the potential candidate is clearly not the
best choice, you don’t need to contact him/her. Use the Rep Payee Applicant “Note
Type” on the Make Note screen to document on the Make Note screen in eRPS (or on a
RC outside eRPS) your reasons for not contacting this candidate.