SSA disclosures without consent may only be made to the current payee. Redisclosures
of any kind are not permitted. You should disclose only information that the person
needs to perform the duties of representative payee, i.e., to receive and disburse
or conserve the beneficiary's Social Security benefits.
Do not disclose the address of a former payee to the current payee as this is not
needed by the current payee to perform his/her duties as payee. Also, a new payee
does not need information about how a former payee used benefits in order to fulfill
his/her duties. SSA determines whether the former payee used the benefits properly
and notifies the new payee of any conserved funds.
REMINDER: If a payee is entitled to information in another capacity, e.g., as the beneficiary’s
parent or legal guardian, the payee may receive any information he/she is entitled
to in that capacity (See GN 03340.025 and GN 03340.030).
NOTE: You may contact a payee to obtain information when the payee may have information
relating to the beneficiary’s entitlement/eligibility to benefits under a Social Security
program. In this case, the payee is the same as any other third party to whom SSA
may disclose for a program purpose (see GN 03316.065A.1. for further instructions about disclosure to general third party contacts).