Social Security has a form to make an advance designation of representative payee but for reasons unknown to me they won’t release the form to the public. What good does it do to have the form but not release it to the public? However, a wills and estates law firm has gotten a copy and posted it online.
6 comments:
This is an absolutely worthless form/idea from SSA. You still need to apply to be payee. There is a priority chart that's already established. The person who likely should be payee, is the one who will already be reaching out to SSA in the event that one is necessary.
How is this a leak? The agency has lots of forms we use that we don’t make available to the public. Not sure why this one is special.
The form was created purely for OMB purposes. It was never necessary as the intent was always to make reports and receipts electronic. That form takes longer than going online and doing it or answering the question during the application. OMB pushed back (if I remember correctly) and insisted the form had to exist. SSA had it, but it was always in temporary instructions until the public of POMS GN 00502.085 which came out March 31, 2022.
This form is no big secret and by the looks of the company that posted it, it's clear they don't really understand that this is a Rep Payee form not some instrument used to name a financial beneficiary for a person's Social Security payments. The reason this form isn't generally available is because individuals can do this several different ways. It is always asked during an initial claim, or periodic review, and beneficiaries get a reminder annually of who they've selected so they can change at any time. They can select, review, and change at any time online, by calling, mailing, or, now, visiting their local office.
You can find a copy on reginfo.gov (OMB No. 0960-0814)
https://www.reginfo.gov/public/do/PRAICList?ref_nbr=202108-0960-010
@11:26
Meh, we often run into an issue after an award where SSA wants a payee and either the claimant does not, or the claimant does not have anyone in mind at that moment and it delays things until one is found. Getting a signature designating someone to be payee in the event of an award early on seems like at least not something that would be inefficient/useless like some other changes.
I'm also curious why this wouldn't at least be a decent piece of evidence supporting a claimant's credibility. Not to suggest that ALJs generally violate SSR 16-3p openly, but some unreasonable ALJs think claimants are willing to undergo years of administrative delay for secondary gain.
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