Advance Designation of Representative Payees

Advance Designation of Representative Payees

The Strengthening Protections for Social Security Beneficiaries Act of 2018 was enacted after being signed by the President on April 13, 2018. The bill strengthens the protections for Social Security Beneficiaries, including the addition of a new concept titled “Advance Designation of Representative Payees.” Advance Designation allows applicants and beneficiaries, who have attained 18 years of age or are an emancipated minor, to designate an individual(s) to serve as payee should the need arise, and requires SSA to select the designated individual with certain exemptions.

We are preparing to implement this legislation. You can help by sharing your ideas on how we can create a process that will best capture and use this new information from the public.

  • Should the impending addition of advance designation influence the initial selection of payees and change of payee policies?
  • When do you anticipate members of the public utilizing Advance Designation? At the point of initial claim or as a post-entitlement update?
  • What demographic do you anticipate would be most likely to utilize Advance Designation?
  • How do you anticipate that the public would prefer to update their Advance Designees? Via a self-help option on MySSA? Via Phone? In a field office?
  • How do we leverage the annual notification process as a way to ensure continued updates and monitoring of the advance designee lists?

Advance Designation of Representative Payees

Submitted by

Can we just simplify things?

Have them fill out a form with a barcode on the form, when they fill it out *IF* they chose to fill it out, they mail it back in, it gets scanned in ndred, THEN we can view it. Then within eRPS make the person taking the application to view the most recent scan and approve or deny the scan and justify it. Or they can do it in the MySSA. It amazes me the "improvement" and "updates" that essentially create unnecessary ...more »

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3 votes
4 up votes
1 down votes

Advance Designation of Representative Payees

Submitted by

Designate Payee during Initial Claim

Policy currently requires that delay payee development until a claim is ready for allowance. If we're going to allow for advance payee selections, it would be great to make advanced selections to prepare for an initial claim allowance. Even better, change the Policy to allow representative payee selections on pending claims.

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2 votes
4 up votes
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Advance Designation of Representative Payees

Submitted by

A Few Questions to Consider

Would the person/organization designated be able to call or come in on behalf of the individual and receive information about the individual since they have already been designated? Would the action to make the person/organization payee for an SSI recipient require the open and closing of an event through MSSICS or the SSI Home web page app? Is this going to appear on a list for the FO to work? If it were an option ...more »

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7 votes
7 up votes
0 down votes

Advance Designation of Representative Payees

Submitted by

Advance designation initial selection / change of payee

Should the impending addition of advance designation influence the initial selection of payees and change of payee policies?

The advance designee should absolutely influence the initial selection. That person should be at the top of the preference list in GN 00502.105.

In change of payee situations, the advance designee simply becomes the first lead to track down in payee development.

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Advance Designation of Representative Payees

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Adv Designation of RP for 2 Groups w/Mental Impairments

Claimants alleging mental conditions who've had their benefits cut off in the past due to whereabouts unknown may be a good demographic to target. They've already proven that they have trouble managing their benefits and responding to letters. Another group would be claimants who have mental health caseworkers or social workers assisting them with their applications. We should partner with those caseworkers and the agencies ...more »

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1 vote
3 up votes
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Advance Designation of Representative Payees

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Advanced Designation of Representative Payees

When do you anticipate members of the public utilizing Advance Designation? While working in the FO, I found the most times I came across a situation where someone would like to have an advanced designated payee is during SSI Aged claims. A majority of clientele would come into the FO to file for SSI Aged with their adult children who would help them with the process. While the claimant themselves at the time of the ...more »

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7 votes
8 up votes
1 down votes