If you determine that there is no other suitable payee available, and direct payment
is prohibited, and your investigation shows the applicant does not pose a risk to
the beneficiary, you may decide the appointment of this applicant is in the best interests
of the beneficiary. You must fully document your reasons for a selection of someone
with poor past performance on the Make Note screen on the eRPS. A manager must approve
the payee selection (see GN 00502.132 for more information). The manager must take action on the Approve Selection screen
under “Manager Actions” from the eRPS overview screen (MS INTRANETERPS 012.006). Document
the management’s approval on the Selection-Required Notes screen (MS INTRANETERPS
012.007). Prepare a 3-month diary for an SSA-624-F5 evaluation using the Add New Issue
screen in eRPS (MS INTRANETERPS 008.007) or another reliable diary control. For T16
cases, use the diary code and date (DA) field to establish a UA diary on the SSR (see
SM 01301.647). Conduct additional follow-up evaluations when you believe they are
necessary. On the Rep Payee Details page, document the results of all follow-up evaluations
on the Make Note screen (MS INTRANETERPS 015.002). You may withhold any accrued or
conserved benefits until you have evaluated the payee's performance unless the funds
are needed to meet current needs. See GN 00603.070 and GN 00502.186 for more information.
CAUTION: Direct input of payee appointment will release all accrued benefits. Manual action
by the PC is required to withhold accrued or conserved benefits.
SPECIAL NOTE ON MISUSERS – A person who has a history of misuse cannot serve as payee unless he or she has
repaid or has a plan to repay the misused benefits and a manager approves the selection.