Send the beneficiary a notice when payment ceases because the beneficiary is no longer
entitled to benefits (e.g., attainment of age 18, marriage, cessation of disability)
and the representative payee or any former payee who was permitted to continue administering
conserved funds has returned the conserved benefits to SSA. The notice will advise
the beneficiary that the conserved funds will be reissued soon. Use the language included
in NL 00703.354 -- Conserved Benefits - Entire Amount Paid to New Representative Payee or to the
Do not send a notice when entitlement terminates and the beneficiary is incapable of managing
benefits. In such situations, develop for proper disposition of the funds in the best
interests of the beneficiary.
Do not send a notice when the terminating event is cessation of disability and the former payee
holding conserved funds is the beneficiary's spouse who is currently residing in the
same household with the beneficiary.