Effective Dates: 12/10/1998 - Present Previous | Next

TN 15 (12-98)

GN 00605.221 How to Evaluate Payee Responses to Annual Accounting Questions, Relationship, and Signature

A. INTRODUCTION

The payee's responses to the annual accounting questions on the Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK, are indicators that additional development may be required to protect the beneficiary's interests and ensure the payee continues to be the preferred payee.

B. PROCEDURE

1. Q1 - Payee Felony Conviction

Follow Annual Accounting, GN 00605.066.D.1.

2. Q2 - Custody of Beneficiary

Follow Annual Accounting, GN 00605.066.D.2.

3. Q3 A.-C. - Use of Benefits

Follow Annual Accounting, GN 00605.067

4. Q3D., Q4 and Q5 - Conserved Funds

Follow Annual Accounting, GN 00605.068

5. Relationship to Beneficiary

Follow Annual Accounting, GN 00605.069.C.2.

6. Payee Signature

Follow Annual Accounting, GN 00605.069.C.3.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0200605221
GN 00605.221 - How to Evaluate Payee Responses to Annual Accounting Questions, Relationship, and Signature - 12/10/1998
Batch run: 04/25/2016
Rev:12/10/1998