What Sources Should I look at to Find a Payee?
Finding a suitable payee can vary from asking the beneficiary to finding information
in medical records. Don’t overlook any potential source to find a suitable payee.
See GN 03980.070 when an SSA employee is an applicant or payee.
Some of the most common or readily available sources are:
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the incapable adult beneficiary. Often, a legally competent adult beneficiary may
be able to tell you who helps him/her with daily living or provide you with the name
of the person he/she trusts to help manage his/her money;
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the beneficiary’s family or a close friend;
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anyone who acts on behalf of the beneficiary for other payments he/she may be receiving;
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the person/institution who has custody of the beneficiary;
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the beneficiary’s medical records, which may mention the name of the person who brought
the beneficiary in for medical treatment;
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the claims file, which may include possible leads discovered during an ALJ allowance;
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governmental agencies which may be providing social services;
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social agencies such as the Salvation Army, Catholic Charities, the Alliance for the
Mentally Ill, Travelers Aid, etc.;
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advocacy groups located in the community; and,
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faith based organizations