SSA is required to obtain an annual accounting report from all payees, except for
state mental institutions participating in the Onsite Review Program. If the payee
does not respond to, or will not cooperate with efforts to obtain and approve an accounting
report, a change of payee or direct payment may be in the beneficiary's best interest.
The field office (FO) must evaluate the current payee for continued suitability, consider
if a beneficiary is capable of managing his or her own benefits, and document any
suspected misuse or fraud. You will need to consider all beneficiaries served by this