The payee must keep accurate records of your payments and how they are spent and regularly report that information to Social Security. Your payee also should share that information with you. If you live in an institution, such as a nursing home or a hospital, the payee should pay the cost of your care and provide money for your personal needs.
If you or your payee fail to report any of the above actions to us, you may be paid more money than you are due. You may have to pay back any money you were not due, and your payments may stop. We try to select someone who knows you and wants to help you.
Our main concern is that your payee is someone who can see you often and who knows what your needs are. For that reason, if you're living with someone who helps you, we usually select that person to be your payee. In most cases, someone who knows the beneficiary asks us if he or she can be the beneficiary's payee.
It may be a family member, a friend, a legal guardian or a lawyer. Sometimes, however, social service agencies, nursing homes or other organizations offer to serve as payees. If there's someone you would like to have as your payee, you can tell a Social Security representative and we will consider your request. If the SSA has provided back payment to make up for the waiting time during the benefits application process, this back pay must be used in the following order of priority:.
Whether you are a representative payee or a direct recipient, the rules around SSI benefits can get confusing. If you are thinking about using the money for a specific purpose apart from your basic needs, make sure you are aware of how it can impact your benefits. In Virginia, we at the Gillette Law Group can help clarify your concerns and guide you in maximizing your benefit payments.
Call us at today. While I have not crossed this bridge myself as yet, others have told me that it is a relatively high level summary perhaps a one page form of expenses grouped in certain categories similar to the priorities I mentioned above. We believe our son can do most of this himself over time. So we set up a system designed to 1 have him participate in money handling and management, and 2 keep the necessary records.
This is a learning system to teach him to manage money, with an eye toward future independence. Since he has a severe math disability, plus cerebral palsy, we needed to set up a system that takes this into account.
He now has a checking and savings account which are the initial places where the money is deposited. These accounts are largely used for cash and paying bills. While it takes him up to many minutes to write a check, this helps him remember where the money has been spent and provides good record keeping.
We hope it will lead him to understand the cause and effect of income and expenses, on a more intuitive basis. Since he has started college, we opted to have him apply for the kind of student credit card that comes with a miniscule initial balance. He will use that card for many school and eating expenses. It also will produce a convenient spending record. So far this has worked much better than having him keep track of cash. The rules for spending money in a dedicated account are much stricter than those for spending regular monthly payments, however.
The funds in the account cannot be used for basic needs like food, clothing, or shelter except in the case of a true emergency or to purchase certificates of deposit CDs , stocks, or any other types of investment. The money can be spent only on the following:. Even when a child turns 18, the same rules apply to the dedicated account, if there is still money remaining in it. Children between the ages of 15 and 17 can collect SSI disability benefits directly from Social Security in some cases, particularly if a parent is not qualified or available to act as the representative payee.
For children who are paid their SSI monthly payments directly, there are no restrictions on what they can spend the money on. Specifically, Social Security can pay a child age 15 through 17 directly if one of the following conditions exists.
In addition, Social Security can directly pay beneficiaries who are ages 15 through 17 on a temporary basis even if they do not meet the above criteria, while efforts are made to identify a new representative payee. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. The attorney listings on this site are paid attorney advertising.
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