A plan for the development of the onsite review program to periodically evaluate the
fiduciary performance of State mental institutions serving as representative payees
for SSA beneficiaries was approved by the Commissioner of the Social Security Administration
(SSA) in January 1969.
The Social Security Disability Benefits Reform Act of 1984 requires that SSA review
each State mental institution serving as representative payee for title II or title
XVI beneficiaries at least once every 3 years. If there are indications of unsatisfactory performance, more frequent reviews
are necessary. For the purpose of calculating the frequency of these reviews, the
review interval ends on December 31st of the third year, depending on the type of
payee, following the last site review. For example, if SSA conducts a site review
of a State mental institution payee in July 2012, SSA must conduct the next site review
before the end of December 2015.
The term “beneficiary” is used generically in this subchapter to refer to both title
II beneficiaries and title XVI recipients. Title II or title XVI (Supplemental Security
Income (SSI)) is specified when an instruction applies to only one type of benefit.