Document information related to the payee selection or non-selection by taking the following steps:

1. a. 

   Choose the Add Note link, per Make Note in MS 07415.002;

2. b. 

   From the “Note Type” drop down choose one of the following:

   • •

     Bene Capability Determination (for information about documenting the beneficiary’s capability determination on the Bene Capability Determination Note Type, see

     GN 00502.065);

   • •

     Rep Payee Applicant (criminal history, barred crime information, justification for payee selection/non-selection);

   • •

     Rep Payee/Bene Relationship(custody); or

   • •

     Other.

3. c. 

   Document the pertinent information in the “New Note” box; and

4. d. 

   Hit the “Save Note” button.

Using the Note Type options on the eRPS “Make Note” screen while in the application, the following happens:

1. a. 

   Rep Payee Applicant Note Type: eRPS saves your documentation in the notes of the Summary section of the application and propagates your documentation to the Rep Payee Details tab, so the determination is always associated with the payee’s eRPS record. You can view this information in the Notes section of the Application Summary page, per Application Summary in MS 009.022, and in the Rep Payee Details notes, per View Notes in MS 07415.003.

2. b. 

   Rep Payee/Bene Relationship Note Type: eRPS saves your documentation in the notes of the Summary section of the application. You can view documentation from the “Rep Payee/Bene Relationship” Note Type in the Notes section of the Application Summary page, per Application Summary in MS 07409.022, and on the Relationship Details notes, per View Notes in MS 07415.003.

IMPORTANT: If the “Other” Note Type is used to document notes, the documentation will only be viewable in the notes of the Summary section of the application. You can view this information in the Notes section of the Application Summary page, per Application Summary in MS 07409.022.

Use the “Rep Payee Applicant” Note Type on the eRPS Make Note screen whenever a question concerning the applicant's suitability is raised but you decide to appoint the applicant as payee. In addition, prepare a 3-month diary using the Add New Issue screen in the eRPS (MS 07408.007) or other reliable source to follow-up on the payee's performance.

You must document new information that may affect the future suitability determinations on the Make Note screen under the Representative Payee Details Page in eRPS. Document new information about the payee/beneficiary relationship on the Make Note screen (MS 07415.002) under the Relationship Details Page.

For initial title II claims, selecting “Payee Development” on the Rep Payee Selection-Decision screen (MS 07412.002) will allow the claim to be adjudicated, but it will put the beneficiary in suspense status. Use the “Payee Development” clearance option only for claims where the beneficiary is legally incompetent or is under age 15. All legally competent adult beneficiaries are to be paid directly pending selection of payee. However, pay current benefits only while developing the payee issue (see GN 00504.105B.3.).

Once you input a specific non-selection for an applicant, you cannot retrieve the application and reverse the determination. If you want to appoint as payee an applicant who has had a non-selection input, you will need to input a new application to establish that applicant as payee for the beneficiary.