SSA announces review of representative payee selection, replacement policies
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Monday, February 11, 2019

SSA announces review of representative payee selection, replacement policies

By Payroll and Entitlements Editorial Staff

The SSA is requesting information on the appropriateness of its order of preference list for selecting representative payees and the effectiveness of its policy and operational procedures in determining when to change a payee. The agency is seeking this information to determine whether and how it should make any changes to the representative payee program to help ensure that it selects suitable payees for its beneficiaries. Comments are due by January 28, 2019.

The SSA is asking for comments about the appropriateness of its order of preference list for selecting payees and the effectiveness of its policy and operational procedures in determining when to change a representative payee. The agency asks that, in preparing comments, individuals address questions such as:

  1. Is the current order of preference list appropriate when selecting or changing a representative payee?
  2. If you believe that the order of preference list is not appropriate, what would you change about the order of preference list?
  3. Should the SSA change how it considers public and nonprofit agencies or institutions and private, for-profit institutions in its order of preference list?
  4. Since there are statutory provisions that generally prevent a creditor from serving as a representative payee, should the SSA consider creditor status in its order of preference list? If so, how should the agency consider creditor status in light of the statute?
  5. Are the SSA’s policy and operational procedures effective in properly determining whether to change a representative payee?
  6. Does the SSA effectively determine when to change from a payee that has a higher order of preference (such as a family member) to a payee that has a lower order of preference (such as a creditor)?
  7. When a request to change a payee arises from someone other than the beneficiary, does the SSA effectively determine the need to change the payee?
  8. What would you change about agency policies and procedures to help the SSA determine when to change a payee?
  9. Is there any evidence of difficulty in finding suitable payees, over time and in various circumstances? If so, how should this evidence influence the SSA’s order of preference list and its policies for changing payees?

For further information, contact Erinn Demers, Office of Income Security Programs, Social Security Administration, 6401 Security Boulevard, Baltimore, MD 21235-6401, (877) 405-3671 x23810. See 83 Fed. Reg. 64422, December 14, 2018.

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