Effective Dates: 03/01/2001 - Present Previous | Next

Basic (03-01)

VB 01505.012 Representative Payee Who Is Not Legal Guardian Requests Voluntary Termination

A. When to use

Follow these procedures when a representative payee for an SVB-entitled individual requests voluntary termination of SVB and the representative payee is not the individual's legal guardian. (Follow VB 01505.011 when a voluntary termination is made by the SVB beneficiary or his or her legal guardian.)

B. Procedure

Follow these steps:

STEP

ACTION

1

Would termination clearly advantage the beneficiary?

IF YES, follow instructions in VB 01505.011. Obtain a written request (VB 01505.011B) from the payee, not the beneficiary.

IF NO, go to Step 2.

2

Does the payee actually want to discontinue serving as payee rather than terminate SVB?

IF YES, develop for a new payee (see GN 00504.100 and VB 00501.001).

IF NO, go to Step 3.

3

Would termination clearly disadvantage the beneficiary? Determine this by contacting the beneficiary (only if legally competent) and any individuals who may have responsibility for the beneficiary's care and/or act for the beneficiary such as a legal guardian or relative.

IF YES, develop for a new payee (see GN 00504.100 and VB 00501.001). Fax the voluntary termination request and any materials pertaining to the request to (410) 966-7025. Include the SVB individual's SSN and annotate “Attention: SVB Voluntary Termination.”

IF NO , go to Step 5.

4

Does the legally competent beneficiary want SVB entitlement to continue or is he or she unsure?

IF YES, develop for a new payee (see GN 00504.100 and VB 00501.001). Fax the voluntary termination request and any materials pertaining to the request to (410) 966-7025. Include the SVB individual's SSN and annotate “Attention: SVB Voluntary Termination.”

IF NO , follow instructions in VB 01505.011. Obtain a written request from the payee and the beneficiary.

NOTE: When developing the need for a new payee, reevaluate the beneficiary's capability if there is an allegation or indication that the beneficiary may be capable (GN 00502.055).

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/1401505012
VB 01505.012 - Representative Payee Who Is Not Legal Guardian Requests Voluntary Termination - 03/01/2001
Batch run: 08/13/2012
Rev:03/01/2001