TN 41 (02-14)

GN 00502.114 Payee Responsibilities and Duties

A. Payee responsibilities and duties

You must explain the payee’s responsibilities and duties to the applicant. The representative payee responsibilities and duties are to:

  • meet with the beneficiary on a regular basis to ascertain his or her current and foreseeable needs;

  • use funds in the beneficiary's best interest;

  • conserve benefits not needed for the beneficiary's current needs;

  • keep detailed and accurate records of how the payee uses benefits in order to provide an accurate report to SSA when requested;

  • complete the accounting form online or return the completed form timely once a year;

  • report events that may affect the beneficiary's entitlement or amount of payment (including the beneficiary's death or incarceration);

  • report if you are unable to locate or contact the beneficiary;

  • cooperate with Title XVI eligibility redeterminations;

  • ensure that medical treatment is obtained for minor children receiving SSI disability payments;

  • report address and custody changes;

  • report any change in circumstances which would affect performance as payee;

  • return any benefits to which the beneficiary is not entitled;

  • act for the beneficiary on matters relating to the beneficiary's claim;

  • notify SSA if the beneficiary no longer needs a payee; and

  • return any conserved funds or unused benefits to SSA when payee services terminate.

B. Additional ways a payee can help beneficiaries

Discuss with the payee applicant other ways a payee can help a beneficiary. The following is a list of other ways a payee can help a beneficiary:

  • establish a budget and involve the beneficiary as much as possible in financial decisions;

  • explain Social Security or SSI payments, and the beneficiary's expenses to the beneficiary;

  • ensure that the beneficiary is aware of current and large retroactive payments;

  • help the beneficiary find other services (e.g., food stamps, housing subsidies, medical treatment);

  • negotiate with the beneficiary’s landlords and creditors to get favorable terms, or to change the due date on bills to coincide with the availability of funds; and

  • recommend an alternate person or agency, if the payee can no longer serve as payee for the beneficiary.

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GN 00502.114 - Payee Responsibilities and Duties - 02/27/2014
Batch run: 04/25/2016