DI 13050.075 Representative Payee

A. Background

Guidelines for considering an individual's need for a payee and whether direct-payment as an interim measure is appropriate are provided in GN 00502.020A.

B. Policy

If the individual requires a representative payee, follow existing instructions for soliciting and selecting a payee (see GN 00502.020). The principles expressed in DI 13050.075 are also applicable to title XVI representative payee issues. Guidelines for considering an individual's need for a payee and whether direct-payment as an interim measure is appropriate are provided in GN 00502.020A.

NOTE: If payee development is still pending after 15 days from the date the EXR request was filed consider direct payment in accordance with GN 00504.105.

C. Procedure

1. No Payee Is Needed At Time Expedited Reinstatement (EXR) is Requested

a. No Payee Is Shown on the Existing MBR

When the MBR showing the termination of disability entitlement does not indicate a payee, input the provisional benefits action the same day.

b. Payee Is Shown on the Existing MBR

Input a payee-to-self change as a post-entitlement (PE) action on the Claimant Entitlements screen in the eRPS system (see MS INTRANETERPS 009.018). Suppress the notice to the former payee on the Selection-Decision screen (see MS INTRANETERPS 013.002). Input the provisional benefits action the same day.

2. Payee is Needed At Time EXR is Requested

a. Payee On the MBR is Acceptable

Input the provisional benefits action and once the reinstatement request has updated to the MBR (i.e., the provisional benefits have started), complete a questionnaire in eRPS to reactivate the payee relationship. The MBR update showing provisional benefits in pay status may be posted the next day.

b. Payee On the MBR Must Be Changed

Using eRPS, complete a payee application as a PE event on the Claimant Entitlements screen (see MS INTRANETERPS 009.018), select the payee and suppress the notice to the former payee on the Selection—Decision screen (see MS INTRANETERPS 012.002). Input the provisional benefits action the same day.

c. No Payee is Shown On the Existing MBR

Complete a payee application in eRPS as a PE event on the Claimant Entitlements screen (see MS INTRANETERPS 009.018) and select the payee, then input the provisional benefits action the same day (see DI 13050.075).

d. Case is an Exception or Exclusion

Notify the appropriate OCO/PC of the need for a payee. Follow the instructions in DI 13050.025I.3. In the MISC field of the MDW type “EXPEDITED REINSTATEMENT – EXCEPTION/EXCLUSION CASE – PAYEE INVOLVED SEE RPS.”