Social Security and Organizational Representative Payees

On April 13, 2018 the Strengthening Protections for Social Security Beneficiaries Act of 2018 became law. The law directs state Protection and Advocacy (P&A) system organization to conduct all (emphasis added) periodic onsite reviews along with additional discretionary reviews. In addition, the P&A’s will conduct educational visits and conduct reviews based on allegations they receive of payee misconduct. Reviews will be with individual and organizational representative payees. If the results of the review find that 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 (emphasis on the or) will contact you to explain the findings and initiate a corrective action. Once all (emphasis added) actions are satisfactorily completed, the P&A or SSA will notify the payee in writing that the review is complete.

Representative Payees are mandated to provide for food, shelter and clothing for the beneficiaries they serve. As an organization of representative payees we strive to develop best practices for agencies to follow.  We must note that Protection and Advocacy group’s primary mission is to advocate for what the beneficiary wants. Representative payees must make decisions on what is deemed to be in the best interest of the beneficiary. At times their mission may conflict. It is important for organizational representative payees develop best practices throughout their organization particularly in the area of record keeping. Organizations may contact the association for assistance in developing best practices.

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About Author: Ed Doonan

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