North America
Trustee for CPP / OAS benefits of an incapable beneficiary
If the Minister is satisfied that a beneficiary is incapable of managing their own affairs, CPP or OAS benefits can be paid to a person or agency on the beneficiary's behalf. That is a legally authorized manager (such as a provincial attorney or guardian) or, failing one, a person or agency the Minister approves who signs an agreement to administer the benefits. The trustee must account and must return payments issued after the month of death.
- Assigned
- Minister is satisfied, on medical or other evidence (in practice a Certificate of Incapability, ISP-3505), that the beneficiary cannot manage their own affairs, and directs payment to a legally authorized person or agency or, if none, to a Minister-approved person or agency Incapacitated
- Starts
- Once the person or agency has signed the agreement to administer the benefits (ISP-3506 private / ISP-3507 agency). Under the CPP Regulations, no benefit may be paid to them until they do. Incapacitated
- Ends
- Beneficiary dies: CPP retirement and OAS pensions stop with the payment for the month of death, and the trustee must return uncashed payments and any issued after that month Deceased
- Beneficiary stops being incapable of managing their own affairs: the trustee must notify ESDC, and the legal basis for a direction under s 55 / s 24 falls away Capable
- The trusteeship ends for another reason, e.g. the trustee withdraws or the Minister redirects payment (the trustee must notify ESDC) Incapacitated
Something missing or wrong for Canada — British Columbia?
Canada Pension Plan Regulations, CRC, c 385, s 55; Old Age Security Regulations, CRC, c 1246, s 24; Service Canada form ISP-3505, Certificate of Incapability - OAS/CPP (form catalogue listing); ESDC, The Old Age Security program toolkit, s 2.4 'If you need someone to contact Service Canada or act on your behalf'; Service Canada form ISP-3506 (2026-06-01), Agreement to administer benefits under the Old Age Security Act and/or the Canada Pension Plan by a Private Trustee; Canada Pension Plan, RSC 1985, c C-8, s 68; Old Age Security Act, RSC 1985, c O-9, s 8(3)
Trustee for CPP / OAS benefits of an incapable beneficiary
If the Minister is satisfied that a beneficiary is incapable of managing their own affairs, CPP or OAS benefits can be paid to a person or agency on the beneficiary's behalf. That is a legally authorized manager (such as a provincial attorney or guardian) or, failing one, a person or agency the Minister approves who signs an agreement to administer the benefits. The trustee must account and must return payments issued after the month of death.
- Assigned
- Minister is satisfied, on medical or other evidence (in practice a Certificate of Incapability, ISP-3505), that the beneficiary cannot manage their own affairs, and directs payment to a legally authorized person or agency or, if none, to a Minister-approved person or agency Incapacitated
- Starts
- Once the person or agency has signed the agreement to administer the benefits (ISP-3506 private / ISP-3507 agency). Under the CPP Regulations, no benefit may be paid to them until they do. Incapacitated
- Ends
- Beneficiary dies: CPP retirement and OAS pensions stop with the payment for the month of death, and the trustee must return uncashed payments and any issued after that month Deceased
- Beneficiary stops being incapable of managing their own affairs: the trustee must notify ESDC, and the legal basis for a direction under s 55 / s 24 falls away Capable
- The trusteeship ends for another reason, e.g. the trustee withdraws or the Minister redirects payment (the trustee must notify ESDC) Incapacitated
Something missing or wrong for Canada — Ontario?
Canada Pension Plan Regulations, CRC, c 385, s 55; Old Age Security Regulations, CRC, c 1246, s 24; Service Canada form ISP-3505, Certificate of Incapability - OAS/CPP (form catalogue listing); ESDC, The Old Age Security program toolkit, s 2.4 'If you need someone to contact Service Canada or act on your behalf'; Service Canada form ISP-3506 (2026-06-01), Agreement to administer benefits under the Old Age Security Act and/or the Canada Pension Plan by a Private Trustee; Canada Pension Plan, RSC 1985, c C-8, s 68; Old Age Security Act, RSC 1985, c O-9, s 8(3)
Trustee for CPP / OAS benefits of an incapable beneficiary
If the Minister is satisfied that a beneficiary is incapable of managing their own affairs, CPP or OAS benefits can be paid to a person or agency on the beneficiary's behalf. That is a legally authorized manager (such as a provincial attorney or guardian) or, failing one, a person or agency the Minister approves who signs an agreement to administer the benefits. The trustee must account and must return payments issued after the month of death.
- Assigned
- Minister is satisfied, on medical or other evidence (in practice a Certificate of Incapability, ISP-3505), that the beneficiary cannot manage their own affairs, and directs payment to a legally authorized person or agency or, if none, to a Minister-approved person or agency Incapacitated
- Starts
- Once the person or agency has signed the agreement to administer the benefits (ISP-3506 private / ISP-3507 agency). Under the CPP Regulations, no benefit may be paid to them until they do. Incapacitated
- Ends
- Beneficiary dies: CPP retirement and OAS pensions stop with the payment for the month of death, and the trustee must return uncashed payments and any issued after that month Deceased
- Beneficiary stops being incapable of managing their own affairs: the trustee must notify ESDC, and the legal basis for a direction under s 55 / s 24 falls away Capable
- The trusteeship ends for another reason, e.g. the trustee withdraws or the Minister redirects payment (the trustee must notify ESDC) Incapacitated
Something missing or wrong for Canada — Québec?
Canada Pension Plan Regulations, CRC, c 385, s 55; Old Age Security Regulations, CRC, c 1246, s 24; Service Canada form ISP-3505, Certificate of Incapability - OAS/CPP (form catalogue listing); ESDC, The Old Age Security program toolkit, s 2.4 'If you need someone to contact Service Canada or act on your behalf'; Service Canada form ISP-3506 (2026-06-01), Agreement to administer benefits under the Old Age Security Act and/or the Canada Pension Plan by a Private Trustee; Canada Pension Plan, RSC 1985, c C-8, s 68; Old Age Security Act, RSC 1985, c O-9, s 8(3)
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — uniform/model law + federal?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Arizona?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — California?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Colorado?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Delaware?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Florida?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Idaho?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Illinois?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Indiana?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Iowa?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Kansas?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Kentucky?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Louisiana?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Maine?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Maryland?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Massachusetts?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Michigan?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Minnesota?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Missouri?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Nebraska?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — New Jersey?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — New York?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — North Carolina?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Ohio?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Oklahoma?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Pennsylvania?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Texas?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Utah?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Virginia?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — Washington?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650
Social Security / SSI representative payee
A person or organization that the Social Security Administration (SSA) selects to receive Social Security (Title II) or SSI (Title XVI) benefits for a beneficiary. SSA appoints a payee after finding that the beneficiary cannot manage or direct the management of their benefit payments. In this role, 'incapacitated' means that SSA administrative finding. It is not a court adjudication, and SSA can appoint a payee even for a legally competent person. A payee is not an agent: a power of attorney, including a durable one, gives no authority to receive or negotiate these benefits. The appointment ends when SSA changes payees, when SSA finds the beneficiary capable, or when the beneficiary dies. The former payee must then return payments not due and hand over conserved funds.
- Assigned
- SSA determines representative payment is in the beneficiary's interest, then selects a payee using its order of preference, with advance designees considered first Incapacitated
- Starts
- SSA certifies payment to the payee after written advance notice. If the beneficiary protests or appeals within 10 days of a mailed notice, the action is delayed. Incapacitated
- Ends
- Beneficiary dies: Title II entitlement ends with the month before death, and SSI payments stop after the month of death. The payee must return payments not due. Conserved funds belong to the estate. Deceased
- SSA makes a new capability determination that the beneficiary is capable, and pays the beneficiary directly Capable
- SSA stops paying this payee and selects a new payee (misuse, payee's death, unwillingness, inability, failure to account or cooperate) Incapacitated
Something missing or wrong for US — West Virginia?
20 CFR 404.2001; 20 CFR 404.2010; 20 CFR 416.610; 20 CFR 404.2021; 20 CFR 416.621; 42 U.S.C. 405(j)(1)(A) (Social Security Act §205(j)); 42 U.S.C. 1383(a)(2)(A)(ii)-(iii) (Social Security Act §1631(a)(2)); 20 CFR 404.2030; 20 CFR 416.630; 20 CFR 404.311(b); 20 CFR 416.1334; SSA Kansas City Region, Representative Payee Conserved Funds; SSA POMS GN 00603.100; SSA POMS GN 00502.055; SSA POMS GN 00603.055; 20 CFR 404.2060; 20 CFR 416.660; 20 CFR 404.2050; 20 CFR 416.650