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
their capability per GN 00502.020A.5. and GN 00502.055. You will also need to contact the beneficiary's current payee to obtain their input
regarding whether or not the beneficiary is now capable of managing or directing someone
else to manage their 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 their 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).