Effective Dates: 11/30/2023 - Present Previous | Next

TN 88 (11-23)

SI 02305.124 Developing RZs With Multiple Rep Payees

A. Introduction

This section provides instructions on what to do when there is more than one rep payee during the RZ period of review.

B. Policy

A pre-RZ SSID may indicate change(s) of rep payee during the RZ period of review. The RZ will be conducted with the appropriate rep payee for the period which they served. If the pre-RZ SSID indicates that a RZ was conducted with the change of payee (the RZD date in the CRZD segment and the selection date in the REPY segment agree), the development need not be duplicated.

If the case is a concurrent title II/title XVI case, it is preferable to have one payee for both programs.

C. Procedure

Follow is the procedure for conducting an RZ when there is more than one representative payee during the period of review.

Step Action
1 Review the pre-RZ SSID. Review the CRZD and TRAN segments to determine whether there was a change of payee and if an RZ was conducted when the change(s) occurred.
2 Conduct an RZ interview with the current rep payee for the appropriate period and develop responses per POMS. If the RZ is being conducted on a concurrent title II/title XVI case and there are two rep payees, make every effort to appoint the same payee for both programs, if possible, per GN 00502.183.
3 Conduct an RZ with each additional rep payee for the appropriate period and develop responses per appropriate POMS instrucitons.
​ NOTE: If prior rep payees will not or cannot cooperate, use allegations from the current payee to document past period.
4 Upon completion of all necessary documentation and development, clear the RZ.
To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0502305124
SI 02305.124 - Developing RZs With Multiple Rep Payees - 11/30/2023
Batch run: 11/30/2023
Rev:11/30/2023