Re: How to Set Up Representative Payee Account

[Guest guest]

Thanks, Diane. I can add something to the files & will let the group know where

it's located. Probably later this week.

Glad you're getting all of these steps figured out. And your advice to others

is spot on: When in doubt, read the directions! Most of this is readily

available, online, at www.socialsecurity.gov. There are sections on the website

to read about SSI, applying for it, questions, etc. Same for SSDI. And then,

for those who are looking at work, there's the SSA 'bible' called The Red Book.

It's online, too.

Thanks for the advice.

Laurie

From: swedegrl2005

Sent: Monday, March 28, 2011 12:24 AM

IPADDUnite

Subject: How to Set Up Representative Payee Account

As promised, once I found out, I would share. Really it is very simple, just as

I suspected. This is one of the simple questions I was speaking about a week or

so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

The question was: How to name/ title the account that will be set up solely to

receive the SSI funds and ONLY the SSI funds.

According to the Social Security Manual titles " A Guide for Representative

Payees "

(on page 11): Here's two ways: (the wording is straight from the manual word for

word)

1) " {Beneficiary's name} " by [your name], representative payee. "

or

2) " [Your name], representative payee for {beneficiary's name}. "

I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

Diane S.

[Guest guest]

Purpose

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Red Book

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programs include a number of employment support provisions commonly referred to

as work incentives.

The Red Book is a general reference tool designed to provide a working knowledge

of these provisions. We write the Red Book primarily for educators, advocates,

rehabilitation professionals, and counselors who serve persons with

disabilities. We also expect that applicants and beneficiaries will use it as a

self-help guide.

The Red Book contains a general description of our disability-related policies.

For information specific to your situation regarding eligibility or benefits,

you may need to contact us. You will find contact information on, HOW TO REACH

SOCIAL SECURITY<http://www.ssa.gov/redbook/eng/howtoreachus.htm>.

______________

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From: IPADDUnite [mailto:IPADDUnite ] On Behalf

Of Jerue Family

Sent: Monday, March 28, 2011 7:25 AM

IPADDUnite

Subject: Re: How to Set Up Representative Payee Account

Thanks, Diane. I can add something to the files & will let the group know where

it's located. Probably later this week.

Glad you're getting all of these steps figured out. And your advice to others is

spot on: When in doubt, read the directions! Most of this is readily available,

online, at www.socialsecurity.gov<http://www.socialsecurity.gov>. There are

sections on the website to read about SSI, applying for it, questions, etc. Same

for SSDI. And then, for those who are looking at work, there's the SSA 'bible'

called The Red Book. It's online, too.

Thanks for the advice.

Laurie

From: swedegrl2005

Sent: Monday, March 28, 2011 12:24 AM

IPADDUnite <mailto:IPADDUnite%40>

Subject: How to Set Up Representative Payee Account

As promised, once I found out, I would share. Really it is very simple, just as

I suspected. This is one of the simple questions I was speaking about a week or

so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

The question was: How to name/ title the account that will be set up solely to

receive the SSI funds and ONLY the SSI funds.

According to the Social Security Manual titles " A Guide for Representative

Payees "

(on page 11): Here's two ways: (the wording is straight from the manual word for

word)

1) " {Beneficiary's name} " by [your name], representative payee. "

or

2) " [Your name], representative payee for {beneficiary's name}. "

I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

Diane S.

[Guest guest]

Payee Accounts:

 

Should also be set up using the adult child's social security number and ONLY

the rep payee should be a signer.

 

ONLY SSI money should go into this account - no gift money, no working money.

From: swedegrl2005 <swedegrl@...>

Subject: How to Set Up Representative Payee Account

IPADDUnite

Date: Monday, March 28, 2011, 12:24 AM

 

As promised, once I found out, I would share. Really it is very simple, just as

I suspected. This is one of the simple questions I was speaking about a week or

so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

The question was: How to name/ title the account that will be set up solely to

receive the SSI funds and ONLY the SSI funds.

According to the Social Security Manual titles " A Guide for Representative

Payees "

(on page 11): Here's two ways: (the wording is straight from the manual word for

word)

1) " {Beneficiary's name} " by [your name], representative payee. "

or

2) " [Your name], representative payee for {beneficiary's name}. "

I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

Diane S.

[Guest guest]

Oh, and the information floweth...........

For those of you who will need this info BUT not right now.......... Take this

information, and save it so when the time is right, you will not be so stressed,

like I was.

Diane S.

>

> Thanks, Diane. I can add something to the files & will let the group know

where it's located. Probably later this week.

>

> Glad you're getting all of these steps figured out. And your advice to others

is spot on: When in doubt, read the directions! Most of this is readily

available, online, at www.socialsecurity.gov. There are sections on the website

to read about SSI, applying for it, questions, etc. Same for SSDI. And then,

for those who are looking at work, there's the SSA 'bible' called The Red Book.

It's online, too.

>

> Thanks for the advice.

> Laurie

>

>

>

> From: swedegrl2005

> Sent: Monday, March 28, 2011 12:24 AM

> IPADDUnite

> Subject: How to Set Up Representative Payee Account

>

>

>

> As promised, once I found out, I would share. Really it is very simple, just

as I suspected. This is one of the simple questions I was speaking about a week

or so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

>

> The question was: How to name/ title the account that will be set up solely to

receive the SSI funds and ONLY the SSI funds.

>

> According to the Social Security Manual titles " A Guide for Representative

Payees "

> (on page 11): Here's two ways: (the wording is straight from the manual word

for word)

>

> 1) " {Beneficiary's name} " by [your name], representative payee. "

> or

> 2) " [Your name], representative payee for {beneficiary's name}. "

>

> I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

>

> Diane S.

>

>

>

>

>

>

[Guest guest]

Ok, I totally understand that statement. So what about the $100 dollars of my

money I used to open the account up prior to the 1st installment payment, and

then the $200 dollars the bank gave as a promotion to open the account?

I would apprciate advise on this. Thanks.

Diane S

>

>

> From: swedegrl2005 <swedegrl@...>

> Subject: How to Set Up Representative Payee Account

> IPADDUnite

> Date: Monday, March 28, 2011, 12:24 AM

>

>

>  

>

>

>

> As promised, once I found out, I would share. Really it is very simple, just

as I suspected. This is one of the simple questions I was speaking about a week

or so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

>

> The question was: How to name/ title the account that will be set up solely to

receive the SSI funds and ONLY the SSI funds.

>

> According to the Social Security Manual titles " A Guide for Representative

Payees "

> (on page 11): Here's two ways: (the wording is straight from the manual word

for word)

>

> 1) " {Beneficiary's name} " by [your name], representative payee. "

> or

> 2) " [Your name], representative payee for {beneficiary's name}. "

>

> I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

>

> Diane S.

>

>

>

>

>

>

>

>

>

>

>

>

[Guest guest]

Diane, this is what happened in our own personal experience:

I used some of my money to open up Angel's account. I did note in her records

that it was a LOAN from me. This amount was one of the reasons why Angel's

funds were over $2000. Once I documented to SSA this loan and proved that it

was now transferred back to my account, they removed it from her assets.

Angel also received money for opening up the account. At the end of the year,

the bank will issue a 1099-INT for that amount and SSA will ask for all of your

child's bank statements because let's fact it, an account that 'earned' $200 in

interest has to have many thousands of dollars in it. Keep your documentation

on this 'bonus' from the bank because SSA WILL question it later.

> >

> >

> > From: swedegrl2005 <swedegrl@>

> > Subject: How to Set Up Representative Payee Account

> > IPADDUnite

> > Date: Monday, March 28, 2011, 12:24 AM

> >

> >

> >  

> >

> >

> >

> > As promised, once I found out, I would share. Really it is very simple, just

as I suspected. This is one of the simple questions I was speaking about a week

or so ago, that should be very easy to share the answers. (It's not taking away

anyones livelyhood.)

> >

> > The question was: How to name/ title the account that will be set up solely

to receive the SSI funds and ONLY the SSI funds.

> >

> > According to the Social Security Manual titles " A Guide for Representative

Payees "

> > (on page 11): Here's two ways: (the wording is straight from the manual word

for word)

> >

> > 1) " {Beneficiary's name} " by [your name], representative payee. "

> > or

> > 2) " [Your name], representative payee for {beneficiary's name}. "

> >

> > I hope this infromation can be retained in some way in files. However, since

this is not my personal advise but quoted using the SS manual they hand out as a

reference, maybe the page (p.17) can be copied or something.

> >

> > Diane S.

> >

> >

> >

> >

> >

> >

> >

> >

> >

> >

> >

> >