Resolve any omissions or unacceptable responses to the accounting questions (items
7 through 10). Generally, if a payee does not have custody or it appears fraud may
be involved, contact the payee directly to obtain the necessary information. If the
representative payee is a public official appointed by the court or under local law,
or has custody of the beneficiary, the questions can usually be resolved by mail or
telephone contact.
NOTE: Where the payee is a court-appointed public trustee or guardian, a copy of the payee's
report about the beneficiary filed with the court is acceptable in lieu of questions
7 through 10 if it contains the equivalent information.