Digital Estate Roles · Roles

Benefits payee

A person appointed to receive and manage state benefits for someone who cannot manage them.

45 jurisdictions · 6 countries · role id benefits-payee

Europe

Germany — federal law

Sonderrechtsnachfolger (Sozialleistungen) — Special successor (social benefits)

Social benefits already due at death pass outside the estate to a fixed statutory order of household members, ahead of the heirs.

Assigned
Statutory order: spouse, civil partner, children, parents, housekeeper Deceased
Starts
On death, for benefits already due Deceased
Ends
Claims paid out Estate administration

SGB I § 56

UK — England & Wales

DWP appointee

The Department for Work and Pensions (DWP) may appoint a person over 18, or an organisation, to claim and receive social security benefits for a claimant who is 'unable for the time being to act'. DWP decides, on a written application. The appointment covers only benefits: it gives no wider power over the claimant's money.

Assigned
Secretary of State (DWP) appoints on written application, after DWP checks that the claimant is unable to act and the applicant is suitable (form BF56, confirmed by BF57) Incapacitated
Starts
On formal appointment (BF57 issued); not before Incapacitated
Ends
Secretary of State revokes the appointment (e.g. appointee not acting properly, or claimant can manage own benefits) Incapacitated
Appointee resigns with one month's written notice Incapacitated
DWP is notified that a Court of Protection deputy (or Scottish guardian/judicial factor) with power over benefits exists; for UC, PIP, new-style JSA/ESA, also a registered attorney with a general or benefits power Incapacitated
Claimant dies. The regulations do not expressly say so: reg 33/57 cover a living person 'unable to act', and after death a separate appointment under reg 30 is needed to proceed with a claim Deceased

Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33; Universal Credit, Personal Independence Payment, Jobseeker's Allowance and Employment and Support Allowance (Claims and Payments) Regulations 2013, SI 2013/380, reg 57; GOV.UK, Become an appointee for someone claiming benefits; Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33(2); Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 30; DWP, Decision Makers' Guide Vol 2 Ch 08, paras 08250-08257 and 08350

UK — Northern Ireland

DWP appointee

The Department for Work and Pensions (DWP) may appoint a person over 18, or an organisation, to claim and receive social security benefits for a claimant who is 'unable for the time being to act'. DWP decides, on a written application. The appointment covers only benefits: it gives no wider power over the claimant's money.

Assigned
Secretary of State (DWP) appoints on written application, after DWP checks that the claimant is unable to act and the applicant is suitable (form BF56, confirmed by BF57) Incapacitated
Starts
On formal appointment (BF57 issued); not before Incapacitated
Ends
Secretary of State revokes the appointment (e.g. appointee not acting properly, or claimant can manage own benefits) Incapacitated
Appointee resigns with one month's written notice Incapacitated
DWP is notified that a Court of Protection deputy (or Scottish guardian/judicial factor) with power over benefits exists; for UC, PIP, new-style JSA/ESA, also a registered attorney with a general or benefits power Incapacitated
Claimant dies. The regulations do not expressly say so: reg 33/57 cover a living person 'unable to act', and after death a separate appointment under reg 30 is needed to proceed with a claim Deceased

Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33; Universal Credit, Personal Independence Payment, Jobseeker's Allowance and Employment and Support Allowance (Claims and Payments) Regulations 2013, SI 2013/380, reg 57; GOV.UK, Become an appointee for someone claiming benefits; Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33(2); Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 30; DWP, Decision Makers' Guide Vol 2 Ch 08, paras 08250-08257 and 08350

UK — Scotland

DWP appointee

The Department for Work and Pensions (DWP) may appoint a person over 18, or an organisation, to claim and receive social security benefits for a claimant who is 'unable for the time being to act'. DWP decides, on a written application. The appointment covers only benefits: it gives no wider power over the claimant's money.

Assigned
Secretary of State (DWP) appoints on written application, after DWP checks that the claimant is unable to act and the applicant is suitable (form BF56, confirmed by BF57) Incapacitated
Starts
On formal appointment (BF57 issued); not before Incapacitated
Ends
Secretary of State revokes the appointment (e.g. appointee not acting properly, or claimant can manage own benefits) Incapacitated
Appointee resigns with one month's written notice Incapacitated
DWP is notified that a Court of Protection deputy (or Scottish guardian/judicial factor) with power over benefits exists; for UC, PIP, new-style JSA/ESA, also a registered attorney with a general or benefits power Incapacitated
Claimant dies. The regulations do not expressly say so: reg 33/57 cover a living person 'unable to act', and after death a separate appointment under reg 30 is needed to proceed with a claim Deceased

Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33; Universal Credit, Personal Independence Payment, Jobseeker's Allowance and Employment and Support Allowance (Claims and Payments) Regulations 2013, SI 2013/380, reg 57; GOV.UK, Become an appointee for someone claiming benefits; Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 33(2); Social Security (Claims and Payments) Regulations 1987, SI 1987/1968, reg 30; DWP, Decision Makers' Guide Vol 2 Ch 08, paras 08250-08257 and 08350

North America

Canada — British Columbia

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

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)

Canada — Ontario

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

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)

Canada — Québec

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

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)

US — uniform/model law + federal

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

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

US — Arizona

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

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

US — California

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

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

US — Colorado

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

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

US — Delaware

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

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

US — Florida

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

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

US — Idaho

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

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

US — Illinois

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

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

US — Indiana

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

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

US — Iowa

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

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

US — Kansas

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

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

US — Kentucky

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

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

US — Louisiana

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

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

US — Maine

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

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

US — Maryland

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

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

US — Massachusetts

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

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

US — Michigan

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

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

US — Minnesota

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

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

US — Missouri

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

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

US — Nebraska

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

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

US — New Jersey

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

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

US — New York

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

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

US — North Carolina

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

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

US — Ohio

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

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

US — Oklahoma

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

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

US — Pennsylvania

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

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

US — Texas

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

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

US — Utah

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

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

US — Virginia

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

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

US — Washington

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

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

US — West Virginia

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

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

Oceania

Australia — New South Wales

Centrelink payment nominee

A person or organisation appointed in writing by the Secretary (through Services Australia) to receive some or all of a person's Centrelink payments. Payment to the nominee counts as payment to the person. The appointment needs the nominee's written consent and must take the person's wishes into account. It does not depend on the person lacking capacity.

Assigned
Secretary appoints the nominee in writing and directs that all or part of a payment go to the nominee. The nominee must consent in writing, and the principal's wishes must be considered. In practice the principal and nominee set it up jointly, online or by form. Capable
Starts
When the written appointment and payment direction are in force. A copy goes to both the nominee and the principal. Capable
Ends
Nominee tells the Secretary in writing they no longer wish to act. The Secretary must revoke as soon as practicable, effective from a later day named in the revocation. Capable
Principal cancels the voluntary arrangement (myGov, phone or service centre) Capable
Secretary revokes after the nominee reports a change in circumstances in response to a s 123K notice, or fails to comply with a s 123K/123L notice (e.g. a statement of how money was spent) Incapacitated
Death of the principal: the payment stops (final payment for allowees up to the day before death; pensioners are paid for the fortnight of death). After that, the executor or administrator deals with Services Australia. Part 3A has no express termination-on-death provision. Deceased

Social Security (Administration) Act 1999 (Cth) s 123B; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) s 123F; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, What help there is when an adult dies; Services Australia, Who to tell when someone dies; Social Security (Administration) Act 1999 (Cth) s 123A (Part 3A—Nominees), Compilation No. 164 (19 Sep 2026)

Australia — New South Wales

Centrelink correspondence nominee

A person or organisation appointed by the Secretary to deal with Centrelink for a benefit recipient: making claims, receiving notices and meeting most requirements. The same person can be both payment and correspondence nominee. Suspension, revocation and the effect of death work the same way as for a payment nominee.

Assigned
Secretary appoints the nominee in writing, with the nominee's written consent and after considering the principal's wishes Capable
Starts
On appointment. From then on the nominee may do any act the benefit recipient may do under social security law (except Part 3A matters, and acts a notice requires the recipient to do personally), and notices may be given to the nominee. Capable
Ends
Nominee withdraws in writing (mandatory revocation), or Secretary revokes for change of circumstances or non-compliance Capable
Principal cancels the voluntary arrangement Capable
Death of the principal: there is no longer a benefit recipient to act for, and Services Australia deals with the executor or administrator. No express statutory termination. Deceased

Social Security (Administration) Act 1999 (Cth) s 123C; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) ss 123G–123H; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, Who to tell when someone dies

Australia — Queensland

Centrelink payment nominee

A person or organisation appointed in writing by the Secretary (through Services Australia) to receive some or all of a person's Centrelink payments. Payment to the nominee counts as payment to the person. The appointment needs the nominee's written consent and must take the person's wishes into account. It does not depend on the person lacking capacity.

Assigned
Secretary appoints the nominee in writing and directs that all or part of a payment go to the nominee. The nominee must consent in writing, and the principal's wishes must be considered. In practice the principal and nominee set it up jointly, online or by form. Capable
Starts
When the written appointment and payment direction are in force. A copy goes to both the nominee and the principal. Capable
Ends
Nominee tells the Secretary in writing they no longer wish to act. The Secretary must revoke as soon as practicable, effective from a later day named in the revocation. Capable
Principal cancels the voluntary arrangement (myGov, phone or service centre) Capable
Secretary revokes after the nominee reports a change in circumstances in response to a s 123K notice, or fails to comply with a s 123K/123L notice (e.g. a statement of how money was spent) Incapacitated
Death of the principal: the payment stops (final payment for allowees up to the day before death; pensioners are paid for the fortnight of death). After that, the executor or administrator deals with Services Australia. Part 3A has no express termination-on-death provision. Deceased

Social Security (Administration) Act 1999 (Cth) s 123B; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) s 123F; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, What help there is when an adult dies; Services Australia, Who to tell when someone dies; Social Security (Administration) Act 1999 (Cth) s 123A (Part 3A—Nominees), Compilation No. 164 (19 Sep 2026)

Australia — Queensland

Centrelink correspondence nominee

A person or organisation appointed by the Secretary to deal with Centrelink for a benefit recipient: making claims, receiving notices and meeting most requirements. The same person can be both payment and correspondence nominee. Suspension, revocation and the effect of death work the same way as for a payment nominee.

Assigned
Secretary appoints the nominee in writing, with the nominee's written consent and after considering the principal's wishes Capable
Starts
On appointment. From then on the nominee may do any act the benefit recipient may do under social security law (except Part 3A matters, and acts a notice requires the recipient to do personally), and notices may be given to the nominee. Capable
Ends
Nominee withdraws in writing (mandatory revocation), or Secretary revokes for change of circumstances or non-compliance Capable
Principal cancels the voluntary arrangement Capable
Death of the principal: there is no longer a benefit recipient to act for, and Services Australia deals with the executor or administrator. No express statutory termination. Deceased

Social Security (Administration) Act 1999 (Cth) s 123C; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) ss 123G–123H; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, Who to tell when someone dies

Australia — Victoria

Centrelink payment nominee

A person or organisation appointed in writing by the Secretary (through Services Australia) to receive some or all of a person's Centrelink payments. Payment to the nominee counts as payment to the person. The appointment needs the nominee's written consent and must take the person's wishes into account. It does not depend on the person lacking capacity.

Assigned
Secretary appoints the nominee in writing and directs that all or part of a payment go to the nominee. The nominee must consent in writing, and the principal's wishes must be considered. In practice the principal and nominee set it up jointly, online or by form. Capable
Starts
When the written appointment and payment direction are in force. A copy goes to both the nominee and the principal. Capable
Ends
Nominee tells the Secretary in writing they no longer wish to act. The Secretary must revoke as soon as practicable, effective from a later day named in the revocation. Capable
Principal cancels the voluntary arrangement (myGov, phone or service centre) Capable
Secretary revokes after the nominee reports a change in circumstances in response to a s 123K notice, or fails to comply with a s 123K/123L notice (e.g. a statement of how money was spent) Incapacitated
Death of the principal: the payment stops (final payment for allowees up to the day before death; pensioners are paid for the fortnight of death). After that, the executor or administrator deals with Services Australia. Part 3A has no express termination-on-death provision. Deceased

Social Security (Administration) Act 1999 (Cth) s 123B; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) s 123F; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, What help there is when an adult dies; Services Australia, Who to tell when someone dies; Social Security (Administration) Act 1999 (Cth) s 123A (Part 3A—Nominees), Compilation No. 164 (19 Sep 2026)

Australia — Victoria

Centrelink correspondence nominee

A person or organisation appointed by the Secretary to deal with Centrelink for a benefit recipient: making claims, receiving notices and meeting most requirements. The same person can be both payment and correspondence nominee. Suspension, revocation and the effect of death work the same way as for a payment nominee.

Assigned
Secretary appoints the nominee in writing, with the nominee's written consent and after considering the principal's wishes Capable
Starts
On appointment. From then on the nominee may do any act the benefit recipient may do under social security law (except Part 3A matters, and acts a notice requires the recipient to do personally), and notices may be given to the nominee. Capable
Ends
Nominee withdraws in writing (mandatory revocation), or Secretary revokes for change of circumstances or non-compliance Capable
Principal cancels the voluntary arrangement Capable
Death of the principal: there is no longer a benefit recipient to act for, and Services Australia deals with the executor or administrator. No express statutory termination. Deceased

Social Security (Administration) Act 1999 (Cth) s 123C; Social Security (Administration) Act 1999 (Cth) s 123D; Services Australia, Add or cancel someone to act for you with Centrelink or aged care; Social Security (Administration) Act 1999 (Cth) ss 123G–123H; Social Security (Administration) Act 1999 (Cth) s 123E; Services Australia, Cancel Nominee Arrangement form (SS532); Services Australia, Who to tell when someone dies

Other

Switzerland — federal law

Geeigneter Dritter (Drittauszahlung von Sozialversicherungsleistungen)

Cash social insurance benefits may be paid wholly or partly to a suitable third party or an authority that owes the beneficiary a legal or moral duty of support, or permanently cares for them — but only where the beneficiary does not use the benefits for their own or their dependants' maintenance, or demonstrably cannot, and dependence on public or private welfare follows.

Assigned
No appointment by the beneficiary: the insurer directs payment to a third party who already owes support or provides permanent care Capable
Starts
The insurer's decision, on both statutory conditions being met Incapacitated
Ends
The conditions ceasing, or death of the beneficiary Deceased

ATSG Art. 20

The interactive viewer carries the lifecycle diagram, the state machine and the full source list, including the quoted text of each provision. Not legal advice. This is a research aid summarising primary legal sources as retrieved on the dates shown; always read the cited current text and consult a lawyer licensed in the jurisdiction.