We may only disclose information to payees that the individual needs to perform the
duties of a payee (e.g., to receive and disburse or conserve the beneficiary’s Social
Security benefits). A representative payee does not have the same rights as a legal
guardian unless they are also the legal guardian.
For additional information about disclosure and modified notices to payees, see GN 03316.120 and NL 00603.025A.2.
For more information on payee responsibilities and duties, see GN 00502.114.