Representative payee policy for reporting on the use of benefits is the same for title
II and title XVI. However, there are some differences between processes and procedures
in the two programs. Concurrent title II and title XVI cases are selected and processed as title XVI cases for accounting purposes (e.g., the case is selected based on the Supplemental Security
Record, FOs must develop continued eligibility when conserved funds equal or exceed
The term “beneficiary” is used generically in this subchapter to refer to both title
II beneficiaries and title XVI recipients. Title II and title XVI (or SSI) designations
are used where differences exist.
The instructions in this chapter apply to the entire audience unless otherwise specified.
This means that if an instruction does not designate FO, PC, CR, etc., it applies
to anyone who is involved in or is responsible for performing the work.