Results 1 to 4 of 4
  1. #1
    Join Date
    Jun 2020
    Posts
    1

    Default SSA Asking Me to Fill Out Rep Payee Report Again After 6 Years: Can't Complete

    I was the rep payee for a family member from 2010 to 2015. They received SSD benefits from 2010 to 2013. When they got married, their spouse became their payee.

    The last time I completed the rep payee report was in the fall of 2014 (which was for benefits received at the end of 2013).

    I received a letter from SSA last week, saying that there was a discrepancy between what I put in the 2014 report and the total benefits received during the end of 2013. They asked me to fill out the rep payee report again (3 broad categories about how the money was spent), but they are not asking for any records.

    I don't have that information anymore so, I went to the bank to see if they could pull old financial records, but they weren't able to provide me with all the records I needed. So I can only account partially, but not enough to complete the form.

    The letter I received from SSA states that if I have no longer have the information to complete the form, to let them know.

    I think this is the best course of action. I plan to write a letter and simply explain that I no longer have access to the necessary information to complete the form. I feel like doing guess work with the form would only lead to trouble.

    I am curious as to what result will most likely be if I take this course of action. I'm guessing the discrepancy will count as an over payment.

  2. #2
    Join Date
    Nov 2013
    Posts
    6,935

    Default Re: SSA Asking Me to Fill Out Rep Payee Report Again After 6 Years: Can't Complete

    Quote Quoting Wonderer100
    View Post
    The letter I received from SSA states that if I have no longer have the information to complete the form, to let them know.

    I think this is the best course of action..
    I agree. Give them what you have and tell them what you no longer have.

  3. #3
    Join Date
    Mar 2013
    Posts
    18,019

    Default Re: SSA Asking Me to Fill Out Rep Payee Report Again After 6 Years: Can't Complete

    I plan to write a letter
    The report form has a remarks section on Page 2. If you print out the form instead of doing it online you can write "see remarks" on the first page and explain in the remarks that you no longer have records.

    1. Sponsored Links
       

Similar Threads

  1. Expungement and Sealing: How to Get a Complete Copy of a Police Report
    By fly-fish in forum Criminal Records
    Replies: 11
    Last Post: 09-29-2019, 08:44 AM
  2. Disability Benefits: Do You Have to Complete a Representative Payee Report if You're Your Own Payee
    By qmuddy2 in forum Social Security Law
    Replies: 1
    Last Post: 08-22-2017, 07:02 PM
  3. Survivors Benefits: What to Do After Forgetting to Make a Payee Report to Social Security
    By payee4_3 in forum Social Security Law
    Replies: 2
    Last Post: 02-17-2016, 08:32 PM
  4. Police Conduct: How to Get a Complete Police Report
    By john40boy in forum Police Investigations
    Replies: 1
    Last Post: 04-09-2013, 06:36 AM
  5. Disability Benefits: Representative Payee Report - SSI
    By stressmom in forum Social Security Law
    Replies: 6
    Last Post: 04-17-2009, 05:42 PM
 
 
Sponsored Links

Legal Help, Information and Resources