WIP CEU Webinar Series Representative Payees or Managing One’s Own Benefits: Help Me with (or Get Your Hands Off) My Benefits


October 18 2022 1-3:00 pm EST

A representative payee (or rep. payee) manages benefits from Social Security for a beneficiary who is not capable of managing the funds independently. The proper role of rep. payees is often not clearly understood…even by rep. payees themselves. Many

beneficiaries need rep. payees, but many advocates believe that rep. payees are overused, and that many individuals who have rep. payees don’t need them - they could manage their own funds adequately. In the course of your work, you are likely to encounter individuals who have rep. payees, but would like to (and are capable of) managing their own benefits. You’ll also meet people who need payees, but whose payees are not doing a good job serving them. You may be uncertain about how to interact with rep. payees; which issues should you address with them and which issues should you not? What is a Work Incentive Practitioner to do?

This webinar plunges into the most common and important questions about rep. payees, including:

· When does (and doesn’t) a beneficiary need a rep. payee?

· How does SSA determine whether a person needs a rep. payee?

· Who are preferred candidates to be rep. payees?

· How does a person apply to be a rep. payee?

· How does SSA evaluate an applicant to be a rep. payee?

· How is a rep. payee appointed or changed?

· What are the duties of a rep. payee?

· What kind of bank account should a rep. payee use to receive a person’s benefits?

· How is a rep. payee’s performance monitored?

· How can a person with a rep. payee request to receive their own benefits directly?

· When can a rep. payee charge a fee?

· How should a rep. payee use (and not use) a person’s benefits?

· What should a rep. payee do with benefits not needed for a person’s current expenses?

· What can be done if a rep. payee is inadequate?

· Which issues should (or shouldn’t) a Work Incentive Practitioner address with a rep. payee?