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<h2 class="fw4 ma0">Representative Payee Site Reviews conducted by Protection and Advocacy System</h2>
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</div>
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</section>
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<article class="cell w-100 m-w-100">
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<ol>
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<li><a href="https://www.ssa.gov">SSA Home</a></li>
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<li><a href="index.htm">Representative Payee Program</a></li>
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<li aria-current="page">Representative Payee Site Reviews conducted by Protection and Advocacy System</li>
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</ol>
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<!-- FIRST COLUMN -->
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<article class="cell w-100 m-w-20">
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<p class="js-toggle navigation_class"><a href="index.htm">Representative Payee Home</a></p>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Organizational Payee</a>
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<section class="js-toggle-content">
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<p><a href="become.htm">Become an Organizational Payee</a></p>
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<p><a href="training2.htm">Training for Organizational Payees</a></p>
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<p><a href="NewGuide/toc.htm">Guide for Organizational Payees</a> (<a href="documents/SP-Guide for Organizational Representative Payees.pdf">Spanish</a>)</p>
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<p><a href="fosteryouth.htm">Resource Hub of Representative Payees for Foster Children</a></p>
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<p><a href="best.htm">Organizational Best Practices</a></p>
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<p><a href="https://secure.ssa.gov/acu/IRESWeb/registration.jsp">Establishing a Representative Payee Account</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Individual Payees</a>
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<section class="js-toggle-content">
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<p><a href="https://www.ssa.gov/pubs/EN-05-10076.pdf">Guide for Individual Payees</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Beneficiary Information</a>
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<section class="js-toggle-content">
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<p><a href="bene.htm">Beneficiaries Who Have a Payee</a></p>
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<p><a href="advance_designation.htm">Advance Designation</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">Payee Accounting</a>
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<section class="js-toggle-content">
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<p><a href="form/index.htm">Complete your payee accounting online</a></p>
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</section>
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</div>
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<div class="js-toggle">
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<a class="js-toggle-link navigation_class" href="#!">More Information</a>
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<section class="js-toggle-content">
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<p><a href="newpubs.htm">Payee Publications </a></p>
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<p><a href="#">Frequently Asked Questions for:</a></p>
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<p><a href="faqrep.htm">Representative Payee</a></p>
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<p><a href="faqbene.htm">Beneficiaries who have a Payee </a></p>
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<p><a href="faqacct.htm">Representative Payees Completing Accounting Online </a></p>
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<p><a href="isn_contractors.htm">Representative Payee Reviews and Educational Visits Conducted by the Protection and Advocacy System</a></p>
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<p><a href="fee_fact_sheet.htm">Fee For Service</a></p>
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</section>
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</div>
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</article><!-- END FIRST COLUMN-->
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<!--SECOND COLUMN-->
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<article class="cell w-100 m-w-80">
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<p>As a representative payee, you are responsible for keeping records and, when requested, reporting to us how you
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spend the benefits received on behalf of a Social Security beneficiary or Supplemental Security Income (SSI) recipient.</p>
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<p>You may receive a <a href="form/index.htm">Representative Payee Report</a> form for you to account for the Social Security or SSI benefits received or we may select you for a representative payee review. The review is to determine if you have performed the following duties:</p>
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<ul type="disc">
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<li>Managed funds so the beneficiary(ies) have no unmet current needs </li>
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<li>Accounted for all funds received and spent</li>
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<li>Conserved any unspent funds in appropriate manner, and</li>
|
||
<li>Complied with representative payee accounting and reporting responsibilities.</li>
|
||
</ul>
|
||
<p><strong>Protection and Advocacy System (P&As)</strong></p>
|
||
<p>On April 13, the President signed the Strengthening Protections for Social Security Beneficiaries Act of 2018. The law requires SSA to make annual grants to a National Association Grantee, and P&As organizations serving each state, territory, or the American Indian Consortium, for the purpose of conducting all representative payee reviews.</p>
|
||
<!--<p><strong>Information Systems Networks Corporation (ISN)</strong></p>-->
|
||
<!--<p>In October 2016, the SSA approved contractor, <a class="disclaimer" href="https://www.isncorp.com/">ISN</a>, began scheduling and conducting individual and organizational representative payee site reviews on behalf of SSA. ISN will contact all selected representative payees and beneficiaries directly to schedule the review.</p>-->
|
||
<p><strong>The P&A conducts a review, which includes:</strong></p>
|
||
<ul>
|
||
<li>an interview with the individual or organizational representative payee; </li>
|
||
<li>a review of the representative payee’s financial records for the requested beneficiary or sample of beneficiaries served;</li>
|
||
<li>a home visit and interview for each beneficiary included in the review; and</li>
|
||
<li>an interview with legal guardians and third parties, when applicable.</li>
|
||
</ul>
|
||
<p><strong>Financial Records Representative Payees Should Have Available for Review</strong></p>
|
||
<p>When the P&A schedules the review, the reviewer will request the records needed for each beneficiary. Some common financial documents that representative payees may be asked to provide are:</p>
|
||
<ul type="disc">
|
||
<li>a beneficiary budget;</li>
|
||
<li>a beneficiary ledger;</li>
|
||
<li>individual bank statements;</li>
|
||
<li>Collective account bank statements;</li>
|
||
<li>receipts of income;</li>
|
||
<li>account balances;</li>
|
||
<li>bank reconciliation records;</li>
|
||
<li>cancelled checks; </li>
|
||
<li>expense documentation including receipts, bills, and rental agreements; </li>
|
||
<li>how the payee keeps conserved benefits (e.g., checking, savings, etc.); and</li>
|
||
<li>any other financial documents that pertain to a beneficiary’s Social Security and/or SSI benefits.</li>
|
||
</ul>
|
||
<p><strong>Results of Review</strong></p>
|
||
<p>If the results of the review find that you (the payee) are not fulfilling the duties of a representative payee, corrective action(s) may be required in order for you to continue to serve. The P&A or SSA will contact you to explain the findings and initiate a corrective action. Once all corrective actions are satisfactorily completed, the P&A or SSA will notify you in writing that the review is complete.</p>
|
||
<p>If the review finds that no corrective action is required, the representative payee will receive a notice advising them that the review is complete.</p>
|
||
<p><strong>Information for Beneficiaries, Legal Guardians, and Third Parties</strong></p>
|
||
<p>To ensure satisfactory oversight of Social Security and SSI benefits, the P&A will conduct a home visit and interview of beneficiaries served by the representative payee selected for a review. If applicable, the P&A will also conduct an interview with legal guardians or third parties.</p>
|
||
<!--<p><strong>C</strong><strong>ontacting ISN</strong></p>
|
||
<p>To schedule an appointment and for all other inquiries regarding your representative payee review or findings, please refer to the contact information listed in your notice.</p>-->
|
||
<p><strong>Contacting Social Security</strong></p>
|
||
<p>Please visit our website at <a href="http://www.ssa.gov">www.socialsecurity.gov</a> or if you need to speak to someone, call us toll-free at 1-800-772-1213 from 7 a.m. to 7 p.m. If you are deaf or hard of hearing, call our TTY number at 1-800-325-0778. </p>
|
||
<p>For additional information about representative payees, please visit <a href="https://www.ssa.gov/payee/">www.ssa.gov/payee/</a>.</p>
|
||
|
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