Current maintenance includes costs for items that will aid in his or her recovery or release from the institution, or improve his or her condition while in the institution. Current maintenance is not just the institution’s usual charges. If a beneficiary receives care in a State, Federal, or private institution that doesn’t receive Medicaid funds for him or her, you should give highest priority to his or her current maintenance. You should not pay an amount for current maintenance over the legal maximum set up by the State. You need to consider the institution's usual charges and the beneficiary's other current need. When someone lives in an institution, you should allot a reasonable share of benefits for the institution's usual charges. How Should I Use Benefits For An Institutionalized Beneficiary? For example, you cannot reimburse yourself from the beneficiary’s funds for the costs associated with your utilities, rent, office equipment and supplies. We do not permit payees to be reimbursed from the beneficiary’s funds for overhead expenses. Note: If you are a fee for service payee, the cost of postage is not reimbursable. A representative payee should obtain SSA approval before they use benefits to pay for other out-of-pocket expenses incurred on behalf of a beneficiary for other than current or reasonably foreseeable needs. You must keep records of your out-of-pocket expenses. The amount of reimbursement must equal the expense you incurred for the beneficiary. For example, we consider the cost of transporting the beneficiary to a doctor’s appointment (such as cab fare, mileage and tolls), postage to pay the beneficiary’s bills, and fees for money orders as out-of-pocket expenses. You may reimburse yourself for reasonable, actual out-of-pocket expenses you pay on behalf of the beneficiary. Be authorized in writing by us to collect a fee.Ĭan I Use Beneficiary's Funds to Pay Myself for a Beneficiary Expense I Paid?.Submit an SSA-445 (Application to Collect a Fee) to us, and.Not be a creditor of the beneficiary (some exceptions apply), and.Regularly serves as a payee for at least five beneficiaries, and.A state or local government agency responsible for income maintenance, social service, health care, or fiduciary duties, and.A community based, nonprofit social service organization, bonded and licensed in the state in which it serves as payee, or.To qualify as a “fee for service payee”, an organization must be: Social Security must approve the fee collection in writing. An organization must apply and qualify under the law, for fee collection. We can allow some organizations to collect a fee from a beneficiary’s monthly payment for providing payee services. We never approve an individual to charge a fee for payee services. No, unless you are a qualified organizational payee approved in writing by Social Security to collect a fee. Return to SSA any payments saved when you are no longer the representative payee for the beneficiary.Ĭan I Collect a Fee for Serving as a Representative Payee?.Return to SSA any payments to which the beneficiary is not entitled and. Complete reports accounting for your use of payments, as required.Report to SSA any changes that would affect your performance or your continuing as payee.Provide all records of how payments are spent or saved to SSA upon request.Keep records of all payments received and how.The beneficiary's eligibility for payments Report any changes or events which could affect.Save any money left after meeting the beneficiary’sĬurrent needs in an interest bearing account or savings bonds for.Use his or her payments to meet those needs The following lists the required duties of a payee. While serving as a representative payee, we encourage you to goīeyond just managing payments and be actively involved in the beneficiary’s life. The current needs of the beneficiary and in their best interests. Social Security law and regulations require payees to use the payments they receive for Supplemental Security Income (SSI) payments. What Are the Duties of a Representative Payee?Ī representative payee (payee) manages benefit payments for our beneficiaries who are incapable of managing their Social Security or
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