TN 15 (12-98)
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.
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
Refer to Annual Accounting, GN 00605.065.B.1.
Refer to Annual Accounting, GN 00605.065.B.2.
Refer to Annual Accounting, GN 00605.065.B.3.
This question was developed to determine if funds are improperly commingled and should
be counted as resources.
This question was developed to determine if the items and/or services purchased with
dedicated account funds are permitted expenditures.
This question was developed to detect unreported expenditures and/or deposits into
the dedicated account.
Permitted Expenditures from Dedicated Accounts, GN 00602.140
Excluding Funds in Dedicated Account From Resources, SI 01130.601