| Note: there are additional changes and events for SSI beneficiaries at the end of the list | But if you must pay bills through the mail, a checking account might still be cost effective because cashier's checks and money orders have charges associated with them, as well |
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| Whether you choose to complete the paper report or the online version, the report is simple to complete if you keep clear records of how you spent or saved the money throughout the year | Have legal authority over earned income, pensions, or any income from sources other than Social Security or SSI |
A checking account is better in some ways, because you will have cancelled checks or statements that show how you spent the funds.
17| You will need to provide your social security number, or if you represent an organization, the organization's employer identification number | Contact your local Social Security office for guidance |
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| Due to a recent change in law, we no longer require the following representative payees to complete an annual Representative Payee Report:• for 30 days or more;• If you think he or she is spending money on illegal or dangerous items and activities, you should seek help from a social service agency | Other proper uses may include temporarily maintaining his or her home outside the institution, unless a doctor certifies he or she is unlikely to return home |
Note: If you are a fee for service payee, the cost of postage is not reimbursable.
10| This means, if you have power of attorney for someone who is incapable of managing his or her own benefits, you must still apply to serve as his or her payee | Charge the beneficiary for services unless authorized by SSA to do so |
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| If not needed for these purposes, you must conserve or invest the benefits for the beneficiary | Regularly serves as a payee for at least five beneficiaries, and• If related to the child's disability, personal needs assistance; special equipment; housing modification; and therapy or rehabilitation; or• This only applies to disabled and blind SSI beneficiaries under age 18 |
when you try to update to the new version the page take you again to the past page that asks you again that your version needs to be updated and this will continue to happen back and fourth.
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