If a final accounting is required, include a request for return of conserved funds
to SSA for recertification to the new payee or the beneficiary, if appropriate with
the request for final accounting. (See GN 00603.055) In exceptional situations, the former payee may be authorized to continue administering
the conserved funds. (See GN 00603.130)
Generally, a “large amount” of conserved funds is any amount over $4,000. Instructions
for administering a large amount of conserved funds are in GN 00502.186, GN 00603.070, and GN 00603.085. Procedures for handling large amounts of conserved funds may be used for smaller
amounts at the discretion of the SSA technician.
GN 00603.025 - Dedicated Accounts for Disabled/Blind SSI Recipients Under Age 18