When a beneficiary, who has a representative payee, requests direct payment, you will
need to interview the beneficiary (preferably face-to-face) in order to reevaluate
his/her capability per GN 00502.020A.5. and GN 00502.055. You will also need to contact the beneficiary's current payee to obtain his/her
input regarding whether or not the beneficiary is now capable of managing or directing
someone else to manage his/her benefits. Make a capability determination based on
all the evidence you gather or is provided to you. If you decide the beneficiary is
now capable of managing or directing someone else to manage his/her own benefits,
the beneficiary must complete an SSA-11 using the eRPS. The eRPS will generate the
appropriate application. If the SSA-11 cannot be processed in the eRPS, only answer
questions 1, 3, 5, 6 and 8 on the SSA-11-BK.
EXCEPTION: An SSA-11 is not needed to convert a student child beneficiary to direct pay at
age 18, nor to convert an SSI recipient to direct pay at age 18. An SSA-11 is required
for converting a CDB who is capable to direct pay at age 18. However, if capability
must be developed, you must obtain all needed documentation (see GN 00502.075 and GN 00504.105).