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You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organizations employer identification number.
Who is exempt from representative payee report?
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.
What is a representative payee report?
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.
What is the new law for representative payees report?
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.
What is the representative payee liability?
Representative payee liability The representative payee is personally liable for repayment if the representative payee used the incorrect payments for purposes other than the support and maintenance of the recipient.
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When a representative payee dies, applicable regulations and SSA policy require that SSA will re-evaluate the beneficiarys ability to manage his/her own funds or select a new representative payee.
What is the meaning of waiver of advance designation of representative payee?
If youre asking why the SSA would waive the advance designation of a representative payee (i.e., not appointing a representative payee ahead of time), this is typically because the beneficiary is deemed capable of managing their own benefits and theres no reason to believe this will change.
What is SSA 623 form?
It is called Representative Payee Report of Benefits and Dedicated Account, SSA-6233-BK. You should keep these records (e.g. bank statements and canceled checks) along with receipts for two years from the time you complete the form.
Related links
A Guide For Representative Payees
benefits by completing a Representative Payee Report. (Form SSA-623, SSA-6230 or SSA-6233). The appropriate form will be mailed to you about once a year. You
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