Information for Beneficiaries, Legal Guardians, and Third Parties If the review finds that no corrective action is required, the representative payee will receive a notice advising them that the review is complete. Once all corrective actions are satisfactorily completed, the P&A or SSA will notify you in writing that the review is complete. The P&A or SSA will contact you to explain the findings and initiate a corrective action. If the results of the review find that you (the payee) are not fulfilling the duties of a representative payee, corrective action(s) may be required in order for you to continue to serve. any other financial documents that pertain to a beneficiary’s Social Security and/or SSI benefits.įor your convenience, a sample account ledger is available online at Monthly Beneficiary Accounting Ledger.how the payee keeps conserved benefits (e.g., checking, savings, etc.) and.expense documentation including receipts, bills, and rental agreements.Some common financial documents that representative payees may be asked to provide are: When the P&A schedules the review, the reviewer will request the records needed for each beneficiary. an interview with legal guardians and third parties, when applicable.įinancial Records Representative Payees Should Have Available for Review.a home visit and interview for each beneficiary included in the review and.a review of the representative payee’s financial records for the requested beneficiary or sample of beneficiaries served.an interview with the individual or organizational representative payee.The P&A conducts a review, which includes: To view the name of the Protection and Advocacy System in each state, please click this link Reviews based on allegations they receive of payee misconduct. In addition, the P&As will conduct educational visits and conduct The law directs state Protection & Advocacy (P&A) system organizations to conduct all periodic onsite reviewsĪlong with additional discretionary reviews. On April 13, the President signed the Strengthening Protections for Social Security Beneficiaries Act of 2018. Complied with representative payee accounting and reporting responsibilities. ![]() Conserved any unspent funds in appropriate manner, and.Accounted for all funds received and spent.Managed funds so the beneficiary(ies) have no unmet current needs.The review is to determine if you have performed the following duties: You may receive a Representative Payee Report form for you to account for the Social Security or SSI benefits received or we may select you for a representative payee review. Spend the benefits received on behalf of a Social Security beneficiary or Supplemental Security Income (SSI) recipient. ![]() Representative Payees Completing Accounting OnlineĬontractor Conducted Representative Payee Site ReviewsĪs a representative payee, you are responsible for keeping records and, when requested, reporting to us how you
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