TN 15 (12-98)

GN 00605.220 What the Questions Mean

A. INTRODUCTION

This section describes what information is being solicited on the Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK, and in what context to evaluate the payee's responses.

B. PROCEDURE

The questions (1-5) on the annual accounting report on the use of benefits are included on the new report and remain unchanged except for editorial changes to Question 2 - Custody, and Question 3C. - Personal Needs Are Less Than $360 And Beneficiary Is In Institution/Care Facility. These changes do not affect existing annual accounting review procedures.

1. Q1 - Payee Felony Conviction

Refer to Annual Accounting, GN 00605.065.B.1.

2. Q2 - Custody of Beneficiary

Refer to Annual Accounting, GN 00605.065.B.1.

3. Q3 A.-D. - Use of Benefits

Refer to Annual Accounting, GN 00605.065.B.2.

4. Q4 and Q5 - Type and Title of Account

Refer to Annual Accounting, GN 00605.065.B.3.

5. Q6 A. - Deposits in Dedicated Account

This question was developed to determine if funds are improperly commingled and should be counted as resources.

6. Q7 A.,B. - Use of Dedicated Account Funds

This question was developed to determine if the items and/or services purchased with dedicated account funds are permitted expenditures.

7. Q8 - Dedicated Account Balance

This question was developed to detect unreported expenditures and/or deposits into the dedicated account.

C. REFERENCES


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0200605220
GN 00605.220 - What the Questions Mean - 12/10/1998
Batch run: 01/27/2009
Rev:12/10/1998