Rework payee in MD

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Aug 6th, 2022
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How to rework payee in MD

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welcome to social security representative payee my name is eric jorgensen iamp;#39;m the founder of special needs navigator and this is part of my social security series that iamp;#39;m creating for families to provide an overview of what families can expect when they file for social security via ssi or ssdi supplemental security income or social security disability income so weamp;#39;re going to get started what i want to talk about today is the overview of what rep p program is responsibilities you have as a recipe what the next steps are after you become repayee and some parting thoughts again iamp;#39;m going to do my best to go through this quickly i donamp;#39;t intend for this to be a tutorial where iamp;#39;m going to explain every little nuance of representative pay i want to familiarize you with terms and point you in the right direction if you have questions so the first and foremost you can have an individual organism or an organization be a representative pay from h

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Contact the local SSA office and explain the reasons for wanting to change a rep payee. The SSA office should then make a determination and notify everyone involved. If the beneficiary knows who they want to be their rep payee, the beneficiary should also ask that person to complete the appropriate SSA form.
Under the new statutory provision, representative payees who are parents or legal guardians living with their child, parents living with an adult disabled child, and spouses are no longer required to file an annual report accounting for how they spend the childs or spouses benefits.
Representative payees must receive and hold the beneficiarys benefits as directed by SSA. In general, beneficiary and payee funds must not be commingled. One permitted exception is the use of a common checking account for all family members living in the same household who receive benefits.
The following types of payees are exempt from the annual accounting requirements: A natural or adoptive parent of a minor child who primarily resides in the same household as the beneficiary. A legal guardian of a minor child who primarily resides in the same household as the beneficiary.
The person you want to become your new payee must file an application at a Social Security office. What If I Dont Think My Payee Gives Me Enough Spending Money? You and your payee should talk about how your money is being spent.
Remember, the law requires representative payees to use the benefits properly. If a payee misuses benefits, he or she must repay the misused funds. A payee who is convicted of misusing funds may be fined and imprisoned. NOTE: A payee is appointed to manage Social Security funds only.
Who is liable if your representative payee misuses your benefits? (a) A representative payee who misuses your benefits is responsible for paying back misused benefits. We will make every reasonable effort to obtain restitution of misused benefits so that we can repay these benefits to you.
As a representative payee, youre responsible for keeping records and reporting on how you spend the benefits by completing a Representative Payee Report (Form SSA-623, SSA-6230, or SSA-6233). Well mail the proper form to you once a year. You can also file the report online at .socialsecurity.gov/payee.

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