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

Cross Reference Event Documentation

There are several indicators in other governmental disciplines that would be useful indicators of a persons ability/inability to direct/manage their own benefits. Examples of such documentation or patterns of utilization include: criminal charges and convictions, small claims court intervention, Involuntary civil commitments (mental health and substance), Dependent Adult Abuse Findings/Investigations, POA Health, Guardianship ...more »

Submitted by (@rwoodmhds1)

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

New Catwgory

I think Social Security needs a category between total independence and rep

Payee. I feel they should have a transitional rep payee. I am currently rep. Payee for my son. However monthly I work with him on budgeting bill paying, checkbook and balancing his statement with the goal that he will eventually handle his own finances.

Submitted by (@cjfreelancewriter)

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

Comments from Colorado Cross Disability Coalition

1.How should SSA assess a beneficiary‚Äôs ability to direct the management of his or her benefits? First of all, SSA should assume competency unless given evidence to the contrary. If someone makes a mistake or has some deficits it would be good if SSA could refer the beneficiary to their local Independent Living Center to learn money management, if possible. We need to stop having an all or nothing mentality and allow ...more »

Submitted by (@jreiskin)

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