When the Wilkes-Barre Direct Operation Center (WBDOC) processes an annual representative
payee accounting report (SSA-623 or SSA-6230), the amount of the eligible individual's
conserved funds is input in the CF field in the REPY segment of the SSR. Whenever
WBDOC inputs a conserved fund amount that equals or exceeds the SSI resource limit
($2,000 for an individual/$3,000 for a couple), the system will generate an R8 alert
to the servicing field office and set an R8 diary.
The initial R8 alert legend will state, “RPA REPORT FOR MM/YY – CONSERVED FUNDS $99999.”
The date is the end date of the accounting period. The dollar amount is the amount
of conserved funds in whole dollars. After 60 days, a follow-up alert stating “RPA
REPORT CONSERVED FUNDS EXCEED RESOURCE LIMIT” will be sent to the servicing field
office and the R8 diary will be added to the field office diary control listing. The
R8 diary has been established to reduce overpayments caused by excess resources.