How To Choose A Representative Payee

The order of preference in selecting a Representative Payee is as follows for a beneficiary age 18 or older, who is incapable for reasons other than substance abuse:

• A legal guardian, spouse, or other relative who has custody of the beneficiary, or who shows a strong concern for the personal welfare of the beneficiary; 
• A friend who has custody of the beneficiary, or who shows strong concern for the beneficiary's personal welfare; 
• Any one of the following:
  • A public or nonprofit agency or institution having custody of the beneficiary;
  • A federal institution without custody; 
  • A statutory guardian or voluntary conservator; 
  • A private institution operated for profit and licensed under state law that has custody of the beneficiary;
  • People other than the above who can carry out the responsibilities of a Payee and who are able and willing to serve, without reimbursement for services, as a Payee for a beneficiary; such as:
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      • Members of community groups or organizations who volunteer to serve as a Payee for a beneficiary; and
      • A friend without custody but who demonstrates a strong concern for the personal welfare of the beneficiary.

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