Social Security Administration and Protection and Advocacy reviews.

This year there has been a change in the way that audits, particularly for fee for service organizations are being conducted. If you organization is contacted to conduct a review require that all requests be made in writing. It is also not unreasonable to require a two week scheduling notice. Once the names have been provided conduct your own internal audit using SSA Form 637 although some sections do not apply to the payee.  Pay particular attention to how Collective Accounts are titled, see page 20 of the SSA Guide for Organizational Representative Payees. Members of our association should contact me immediately when you are scheduled for a review. 

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About Author: Ed Doonan

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