Financial Independence: Directing the Management of One’s Social Security Benefits

My plan for improving the process for payeeship

How should SSA assess a beneficiary’s ability to direct the management of his or her benefits? In order to make a clear decision on whether or not a person is capable of being their own payee I would suggest asking the person first. Allow them an opportunity to explain why they are capable of being their own payee. Allow them to provide documentation to support why they should be their own payee. Next create a consent ...more »

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Financial Independence: Directing the Management of One’s Social Security Benefits

Social Security Disability Benefit Determination

I was born with one eye & am life-long HOH with no success with hearing aids. As I grew older, my hearing loss worsened. However, my one eye did the work of both my vision & hearing through reading lips as a lifelong disability. I obtained employment & worked steadily until mid-30’s; most of my SS contributions occurred during this time. I’m highly educated with paralegal background, but was unable to sustain lengthy ...more »

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Financial Independence: Directing the Management of One’s Social Security Benefits

How should we assess a beneficiary’s ability

Processes need to be in place prior to any assessments. All of the assessment specific questions have multiple layers of consequences, many of which potentially create more problems. To prove ability is quite different than proving inability. The questions posed here seem aimed at proving ability to manage your own money. If neighbors, friends or citizens could report potential financial abuse, then the questions ...more »

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Financial Independence: Directing the Management of One’s Social Security Benefits

Comments from National Disability Rights Network (NDRN)

1. How should SSA assess a beneficiary’s ability to direct the management of his or her benefits? SSA should use a person-centered approach to assess a beneficiary’s ability to manage his or her own benefits, which includes an individual interview. An individual interview would allow beneficiaries the opportunity to explain how they would manage their own benefits and/or demonstrate how they are managing any existing ...more »

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Financial Independence: Directing the Management of One’s Social Security Benefits

Root Cause and Methodology of Representative Payee Program

“I’m on Social Security disability insurance...and I’m also very thankful for it.” How fortunate we are to be U.S. citizens, to work, and when in need -- have The Social Security Administration help us during those “interesting and rough” times of life. The National Disability Forum is a great vehicle to hear from disability stakeholders, whose lives are encompassed with daily “disability” living. The Representative ...more »

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