161 lines
17 KiB
HTML
161 lines
17 KiB
HTML
<!doctype html>
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<html class="no-js" lang="en"><!-- InstanceBegin template="/Templates/kcsite.dwt" codeOutsideHTMLIsLocked="false" -->
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<head>
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<meta charset="UTF-8" />
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<meta name="viewport" content="width=device-width" />
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<!-- InstanceBeginEditable name="DocTitle" --><title>Monitoring Payees</title>
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<!-- META INFORMATION -->
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<meta name="dc.title" content="Monitoring Payees" />
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<meta name="viewport" content="width=device-width, initial-scale=1">
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<meta name="dc.creator" content="DCO.KCRO.CDPS" />
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<meta name="DCTERMS:contentOffice" content="DCO:KCRO:CDPS" />
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<meta name="DCTERMS:contentOwner" content="DCO:KCRO:CDPS" />
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<meta name="DCTERMS:coderOffice" content="DCO:KCRO" />
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<meta name="DCTERMS:coder" content="mverhulst" />
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<meta name="description" content="Social Security Administration Kansas City Region Monitoring Payees" />
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<meta name="DCTERMS:dateCertified" content="2019-02-09" />
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<meta name="dc.date.reviewed" scheme="ISO8601" content="2017-09-25" />
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<meta name="language" content="English" />
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<link href="css/kcstyle.css" type="text/css" rel="stylesheet" media="all" />
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<!-- SITE NAVIGATION -->
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<!-- DEPRECATED -->
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<!-- PAGE TITLE -->
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<div id="title-bar">
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<h2>Kansas City Region</h2></div>
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<!-- CONTENT -->
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<div id="content" role="main">
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<!-- GRID -->
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<div class="grid">
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<div class="row-12 equal-heights">
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<div class="column-3 menu" id="nav-sidebar" role="navigation">
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<nav>
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<ul role="navigation">
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<li><a href="index.htm">Home</a></li>
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<li><a href="https://www.ssa.gov/ask/">FAQs</a></li>
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<li><a href="https://secure.ssa.gov/apps6z/FOLO/fo001.jsp">Field Office Locator</a></li>
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<li>
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<a href="https://www.ssa.gov/onlineservices/">What You Can Do Online</a>
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</li>
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<li>
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<a class="sub" href="#">Job Opportunities</a>
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<ul>
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<li><a href="jobs.htm">Job Opportunities Home</a></li>
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<li><a href="jobs_apply.htm">Applying for Jobs</a></li>
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<li><a href="https://www.opm.gov/healthcare-insurance/Guide-Me/New-Prospective-Employees/">Employee Benefits</a></li>
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<li><a href="jobs_disabled.htm">Individuals with Disabilities</a></li>
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<li><a href="https://www.ssa.gov/kc/jobs_position.htm">Position Descriptions</a></li>
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<li><a href="jobs_veterans.htm">Veteran's Appointment</a></li>
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</ul>
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</li>
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<li><a href="kc_facts.htm">Regional Facts</a></li>
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<li><a href="kc_sites.htm">Related Sites</a></li>
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<li>
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<a class="sub" href="#">Representative Payee</a>
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<ul>
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<li><a href="reppayee.htm">Representative Payee Home</a></li>
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<li><a href="rp_cf.htm">Conserved Funds</a></li>
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<li><a href="rp_accounts.htm">Dedicated Accounts</a></li>
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<li><a href="rp_ffslicense.htm">Fee-for-Service Licensing</a></li>
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<li><a href="rp_ffspayee.htm">Fee-for-Service Payees</a></li>
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<li><a href="http://www.socialsecurity.gov/payee/form/">Internet Payee Accounting</a></li>
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<li><a href="rp_monitor.htm">Monitoring Payees</a></li>
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<li><a href="rp_paybenefits.htm">Paying Monthly Benefits</a></li>
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<li><a href="rp_pii.htm">Safeguarding Information</a></li>
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<li><a href="rp_fundsrecords.htm">Using Funds / Keeping Records</a></li>
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</ul>
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</li>
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<!-- <li>
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<a class="sub" href="#">SSNs & Education </a>
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<ul>
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<li><a href="../id_ssn_ed.htm">SSNs & Education Home</a></li>
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<li><a href="../id_alternative.htm">Alternative Identifiers</a></li>
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<li><a href="../id_practices_best.htm">Best Practices</a></li>
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<li><a href="../id_resources.htm">Identity Theft Resources</a></li>
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<li><a href="../id_practices_avoid.htm">Practices to Avoid</a></li>
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</ul>
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</li> -->
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<li><a href="kc_wage.htm">For Employers</a></li>
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<li><a href="work_incentives.htm">Work Incentives</a></li>
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</ul>
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</nav>
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</div>
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<!-- END COLUMN --><!-- InstanceBeginEditable name="Content" -->
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<div class="column-9">
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<h3>Monitoring Payees </h3>
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<p>Social Security laws and regulations require representative payees to use the benefits they receive for the current needs of the beneficiary. As payee you are responsible for keeping records and reporting on the use of benefits by completing a Representative Payee Report annually. This report is used to monitor how you, the payee spent and/or saved the benefits on behalf of the beneficiary and to identify situations where representative payment may no longer be appropriate or you, the payee may no longer be suitable. SSA sends an accounting report to all representative payees if <em><strong>any</strong></em> benefits were paid during the 12-month report period.</p>
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<p>To protect our beneficiaries we are strengthening our policies and procedures. We have increased training, education and awareness to those who serve as payee. We are making periodic visits to organizations and volume individual payees to:</p>
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<ul>
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<li>Review financial records,</li>
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<li>Explain reporting requirements,</li>
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<li>Answer questions, and</li>
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<li>Obtain feedback from beneficiaries.</li>
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</ul>
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<p>We have found that meeting at your organization provides an excellent opportunity to clarify procedures and improve the lines of communication between you and SSA. We are also committed to providing you with training and informational materials to help you meet your responsibilities as representative payees.</p>
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<p>During these visits please ask any questions that will assist you in your role as representative payee or call your <a href="https://secure.ssa.gov/apps6z/FOLO/fo001.jsp">local Social Security office</a> at any time.</p>
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<p> </p>
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</div>
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</div>
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<!-- FRAMEWORK BODY CONTENT -->
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<!-- SSA INTERNET BODY SCRIPTS -->
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<script src="/framework/js/ssa.internet.body.js"></script>
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</body>
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<!-- InstanceEnd --></html>
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