Tuesday, May 5, 2020

Stimulus Guidance for people who have Rep. Payees

STIMULUS CHECKS AND REP PAYEES


How should a representative payee use a beneficiary’s economic impact payment (EIP)? 

Date: May 1, 2020
The EIP belongs to the Social Security or SSI beneficiary. It is not a Social Security or SSI benefit. A representative payee should discuss the EIP with the beneficiary. If the beneficiary wants to use the EIP independently, the representative payee should provide the EIP to the beneficiary. If the beneficiary asks the representative payee for assistance in using the EIP in a specific manner or saving it, the representative payee can provide that assistance outside the role of a representative payee. 

What responsibilities does the representative payee have in managing the beneficiary’s economic impact payment (EIP)?

Date: May 1, 2020
Under the Social Security Act, a representative payee is only responsible for managing Social Security or SSI benefits. An EIP is not such a benefit. A representative payee should discuss the EIP with the beneficiary. If the beneficiary wants to use the EIP independently, the representative payee should provide the EIP to the beneficiary. If the beneficiary asks the representative payee for assistance in using the EIP in a specific manner or saving it, the representative payee can provide that assistance outside the role of a representative payee.

How should representative payees account for the economic impact payment (EIP) when completing the annual Representative Payee Report (i.e., annual accounting form)?

Date: May 1, 2020
Because an EIP is not a Social Security or SSI benefit, representative payees are not required to account for the EIP when they complete their annual accounting form. 

What if a beneficiary alleges a representative payee misused the economic impact payment (EIP)?

Date: May 1, 2020
Because an EIP is not a Social Security or SSI benefit, SSA does not have authority to investigate or determine whether the EIP has been misused. However, if SSA receives an allegation that the EIP was not used on behalf of the beneficiary, SSA may decide to investigate for possible misuse of the beneficiary’s Social Security or SSI benefit payments. SSA may also determine the representative payee is no longer suitable and appoint a new representative payee.

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Raymond A Cebula, III, J.D.
President - NABWIS
Program Director
Senior Extension Associate
K. Lisa Yang and Hock E. Tan
Employment and Disability Institute

ILR School, Cornell University
21 Reno Pl
Santa Fe, NM 87508
rac79@cornell.edu
Ph: 617-312-3261
Fax: 978-702-8112

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