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Recent Representative Payee questions

My daughter just turn 18 and received a full SSI payment the

My daughter just turn 18 and received a full SSI payment the first month, now they want to lower her payment because I provide food and shelter. I believe she should get her full benefits, they are still taking my income under consideration.......I want to appeal......your advice would be greatly appreciated....

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,736 satisfied customers
My old Payee is very that Social Security let me be my own

My old Payee is very pissed that Social Security let me be my own Payee and have a DD. My old Payee is on major debt. She bought a new car and has two Mogages.she was throwing things everywhere when she found out she's no longer my Payee. She only got two of my checks anyway and now I am my own payee with DD. I even have the letter stating i am. Her violent attitude is scary. I've never committed Fraud., she harasses me everyday, telling me I better get another payee I'm telling Social Security whatever. I have three major Diseases and my old payee is harassing me making me sicker. Excuse my writing I need glasses. I know o repeated myself, because I'm very upset

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TaxRobin

Vocational, Technical or Trade School

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20,588 satisfied customers
STORY: I am currently receiving SSDI, based on my own work

HISTORY:I am currently receiving SSDI, based on my own work history/credits.I became 100% disabled at the age of 39, due to a medical illness contracted while on assignment in Asia. Upon return to the States, my income was sufficient enough to provide me with roughly $2200.00 monthly in SSDIbenefits, less Medicare part A& B premiums.Due to my medical assessment, I was diagnosed under 12.02 due to cognitive loss from viral meningitis, inclusive of severe depression. I have a Masters Degree in International Business, and have severe difficulty on recall and short term memory functions, making my ability to perform in my prior occupation of an International Consultant impossible. My ability to transfer skill sets to another job, or retrain due to my cognitive loss, is also impossible.At the time of my diagnosis, and treatment, the SSDI appointed Doctor, recommended that I have a Representative Payee,( who is my significant other.) We never contested this issue, however there is a concern there, as My significant other is 23 years my senior.CONCERN:I have the SSA form to remove a Representative payee, and have an upcoming appointment with my doctor. I have been utilizing an excel spreadsheet to assist in tracking monthly bills, to assure financial responsibility, as well as the timely monthly payment of bills.QUESTION:While the SSA Form stipulates it will not affect payment of benefits, and there is much discussion on the web of IF removal of a Representative Payee will spark a revisit of my medical history, What is the Official "unspoken " process that occurs in an adult who requests the removal of a rep payee?Also, as my medical , cognitive condition has not, nor is expected to get better I am on the 7 year revisit plan with SSA, which just occurred in Jan of 2016. Will this have any impact, ?. Neither my spouse nor i really want to spark an ugly issue or risk the loss of benefits due to this, but we are also trying to protect my future and freedoms of choice, as there are no other rep payees we could appoint in the event of my spouses death, as he is over 70 at this point with medical conditions himself, (no family nor children)Please advise

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,736 satisfied customers
I'm the representative payee father's social

I'm the representative payee for my father's social security. Do I specially need to put the funds in a representative payee account or can I just keep them in his personal account for which I have POA?

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Megan C

Master's Degree

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29,942 satisfied customers
I have been raising my son on my own last 3 years and his

I have been raising my son on my own for the last 3 years and his father just qualified for disability, which then made my son eligible for back pay and now monthly. I am trying to understand what I am allowed to use the back pay on and how much am I allowed to account for his living expenses.I would like to use the back money to pay off the credit card debt that I have, it is essentially what I used to keep us afloat.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,736 satisfied customers
I need some advice to give my wife on how best to proceed with

I need some advice to give my wife on how best to proceed with the following.My wife has POA over her mother's estate and medical care. We have just sold her home because she lives in a skilled nursing home suffering from dementia and Alzheimers.My wife needs to change her address and also to get access to her online account. She currently receives a benefit tied to her husband who passed away in 2012 so her attempts to register online have not been successful.I believe you have information in your files like the Death Certificate and POA.Simply put, do you think this is something she can do over the phone or should she go into a Social Security office? The hours for the local offices are not optimum but if that is the fastest way, we will do that.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,736 satisfied customers
My husband and I have adopted our son earlier this year. He

My husband and I have adopted our son earlier this year. He receives SSI monthly as he was previously adopted by his paternal grandmother, she passed away 2 years ago, he was then in foster care prior to us adopting him. As his mom I receive payment on his behalf as his representative payee. I have just set up a custodial savings account and have requested direct deposit rather than paper checks. I believe we are to use this money for his various expenses. I believe we are allowed to keep some back for his savings. Is it ok to have money deposited in his account, then us to transfer once a month a set amount we feel reasonable to cover some of his expenses such as some food and clothing and any other need that may arise? We are not expecting him to pay for all of his needs, we didn't adopt him for this reason, but we are concerned he could lose his benefits if we left it all in savings for him. Any advice would be greatly appreciated.JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Is there anything else the Retirement Accountant should be aware of?Customer: He is 12 years old and I believe he gets this benefit until he is 18.JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Retirement Accountant about your situation and then connect you two.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,526 satisfied customers
My friend is getting a back SSI payment of over $2,000.00.

My friend is getting a back SSI payment of over $2,000.00. She has opened a bank account so there will be a place to put it. She plans to spend it on a car and pay back some debts. The money will be spent quickly and she will not have the account long. Is this going to affect her SSI benefits? If so what should she do with the money? If it goes on her SSI card she has to get money out a little at a time and is charged a service fee for each transaction. What is your advise on this?Thanks,Joanne

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,526 satisfied customers
I have not received child support and I am currently going

I have not received child support and I am currently going through the inter-state court systems for back child support and to get current payments. I just found out the ex husband who receives social security was arrested and is currently in jail and will probably in jail for quite sometime.Will my case continue and will I get my child support payments from his social security even though he is in jail.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

star-full
11,526 satisfied customers
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