How To Choose A Representative Payee
A Beneficiary 18 Or Older Who Is Incapable For Reasons Other Than Substance Abuse
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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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