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Entity selected by SSA to receive and manage SSA benefits on behalf of a beneficiary that is:
- under age 18, or
- legally incapacitated, or
- determined by SSA to be incapable of handling their money.
Preference for family and friends, but may be an organization;
- Some authorized by SSA to charge a fee, lesser of 10% of the monthly benefit amount or $35.
Must use benefits for “current maintenance”
- Food, clothing, shelter, medical care, and personal comfort items.
- Save any money left after meeting the beneficiary's current needs in an interest bearing account or savings bonds;
- Report any changes which could affect the beneficiary's eligibility for benefits or payment amount;
- Keep records of all payments received and how they are spent and/or saved;
- Provide benefit information to social service agencies or medical facilities that serve the beneficiary;
- Help the beneficiary get medical treatment when necessary;
- Notify SSA of any changes in your (the payee's) circumstances that would affect your performance or continuing as payee;
- Complete written reports accounting for the use of funds; and
- Return any payments to which the beneficiary is not entitled to SSA.
- Beneficiaries have 60 days to appeal the decision to appoint a rep payee or the appointment of a particular payee.
- If an individual wants a new payee, report problems to SSA or ask the person you want to fill out an application.
- Transparency is important.
- Beneficiaries or others can report problems: SSA will investigate all allegations of misuse.