Sections 205(j) and 1631(a)(2) of the
Social Security Act (Act) state that SSA may authorize payment of
Social Security benefits or Supplemental Security Income (SSI)
payments to a representative payee on behalf of individuals unable
to manage, or direct the management of, those funds themselves. SSA
requires appointed representative payees to report once each year
on how they used or conserved those funds. When a representative
payee fails to adequately report to SSA as required, SSA conducts a
face to-face interview with the payee and completes Form
SSA-624-F5, Representative Payee Evaluation Report, to determine
the continued suitability of the representative payee to serve as a
payee. In addition to interviewing the representative payee, we
also interview the recipient, and custodian (if other than the
payee), to confirm the information the payee provides, and to
ensure the payee is meeting the recipient’s current needs. The
respondents are individuals or organizations serving as
representative payees for individuals receiving Title II benefits
or Title XVI payments, who fail to comply with SSA’s statutory
annual reporting requirement, and the recipients for whom they act
as payee.
US Code:
42
USC 405 Name of Law: Social Security Act
US Code: 42
USC 1383 Name of Law: Social Security Act
PL: Pub.L. 115 - 165 102 Name of Law:
Strengthening Protections for Social Security Benefits Act of
2018
The decrease in the public
reporting burden from 133,500 to 3,638 is due to legislative
changes we are implementing because of Section 102 of the
Strengthening Protections for Social Security Benefits Act of 2018
(Pub.L. 115 165). Section 102 of Pub.L. 115-165 exempts custodial
parents of minor children and disabled individuals, as well as
spouses, from annual payee accountings. Due to the provisions of
this law, we expect a drastic reduction in the number of
respondents for the form SSA-624 because the majority of the
previous respondents fall into one of the exemption categories
under this new law.
$92,514
No
Yes
Yes
No
No
No
Uncollected
Faye Lipsky 410 965-8783
faye.lipsky@ssa.gov
No
On behalf of this Federal agency, I certify that
the collection of information encompassed by this request complies
with 5 CFR 1320.9 and the related provisions of 5 CFR
1320.8(b)(3).
The following is a summary of the topics, regarding
the proposed collection of information, that the certification
covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a
benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control
number;
If you are unable to certify compliance with any of
these provisions, identify the item by leaving the box unchecked
and explain the reason in the Supporting Statement.
Form SSA-624-F5 Representative Payee Evaluation Report--Individuals/Households
Addendum - 0069.docx
Representative Payee Evaluation Report--Individuals/Households