Social Security

Ask Social Security Questions and Get Answers ASAP

Ask an Expert,
Get an Answer ASAP!

Social Security
This answer was rated:

I have been helping my brother get through a divorce.

I have been helping...

I have been helping my brother get through a divorce. Ultimately, he will end up having to direct or assign a portion of his monthly Social Security to his wife. I am trying to act on his behalf (I have POA for this dissolution) because he has dementia. Can you assist me?

Accountant's Assistant: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?

I don't think so, thanks.

Show More
Show Less
Ask Your Own Social Security Question
Answered in 17 minutes by:
9/25/2017
SSA.Help4u.168
SSA.Help4u.168, Accountant
Category: Social Security
Satisfied Customers: 4,208
Experience: Tax Accountant
Verified

Hello. Thank you for choosing this Q&A service for assistance. My name is Angela. I will be assisting you.

It sounds as if you would like to become your brother's representative payee. In order to do this you will need to contact the local social security office. The social security office will make the determination whether or not your brother needs a payee. Note that having power of attorney, being an authorized representative or having a joint bank account with the beneficiary is not the same thing as being a payee. These arrangements do not give legal authority to negotiate and manage a beneficiary's Social Security and/or SSI payments. In order to be a payee a person or organization must apply for and be appointed by SSA. Following is how the social security office selects a representative payee.

----------------------------------

We try to select someone who knows you and wants to help you. Our main concern is that your payee is someone who can see you often and knows what you need. For that reason, if you live with someone who helps you, we usually select that person to be your payee. In most cases, someone who knows you asks us if he/she can be your payee. It may be a family member, a friend, a legal guardian or a lawyer. In some cases social service agencies, nursing homes or other organizations offer to serve as payees. If you know someone you would like to have as your payee, tell a Social Security representative and we will consider your wish.

---------------------------------------

Following is what a representative payee is supposed to do.

Your representative payee must use your benefits to pay for your needs. These could include payment for food, shelter, clothes, medical care and personal comfort items. Also, your representative payee must tell SSA of events that could change the amount of, or affect your right to receive, benefits.

If SSA asks, your representative payee must also give us a written account of how your money was spent. A payee must also tell SSA if there are changes that might affect his/her ability to act as your representative payee.

REFERENCE SOURCE:

https://www.ssa.gov/payee/faqbene.htm

If the above information clarifies matters for you, I ask that you be so kind as to scroll to the top of the page and select 3 or more stars to positively rate my response so that I can receive credit for assisting you. A 5 star rating is most appreciated. Thank you in advance.

Ask Your Own Social Security Question
Customer reply replied 4 months ago
I just want to know how he needs to proceed

He needs to let the social security office know that he feels that he needs a representative payee. The social security will take necessary factors into consideration and decide whether he actually needs a payee or not.

SSA.Help4u.168
SSA.Help4u.168, Accountant
Category: Social Security
Satisfied Customers: 4,208
Experience: Tax Accountant
Verified
SSA.Help4u.168 and 87 other Social Security Specialists are ready to help you
Ask your own question now
Was this answer helpful?
Ask SSA.Help4u.168 Your Own Question
SSA.Help4u.168
SSA.Help4u.168
SSA.Help4u.168, Accountant
Category: Social Security
Satisfied Customers: 4,208
4,208 Satisfied Customers
Experience: Tax Accountant

SSA.Help4u.168 is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

dylatess

dylatess

ATTORNEY

3,441 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,565 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

3,065 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

R. Klein, EA

R. Klein, EA

Accountant

334 satisfied customers

Tax & Social Security Benefits specialist

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

233 satisfied customers

Licensed in multiple jurisdictions, experienced business attorney.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,234 satisfied customers

22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

< Previous | Next >

Related Social Security Questions
I will turn 66 on July 1st 2018 how much can I make this
I will turn 66 on July 1st 2018 how much can I make this year and still get my full benifets, Also how much less would my ss checks be if i retired 2 months early … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,077 satisfied customers
I haven't got my ss amount in order for my wife to do our
I haven't got my ss amount in order for my wife to do our income tax. I am in the veterans home here and not able to go to the office. Can you please help? … read more
Christopher B, Esq
Christopher B, Esq
Attorney
Juris Doctor
1,342 satisfied customers
Checking on total quarters worked as of now and the monthly
checking on total quarters worked as of now and the monthly benefit if I were to retire today. … read more
taxmanrog
taxmanrog
Master\u0027s Degree
817 satisfied customers
I will turn 66 on July 1st 2018 how much can I make this
I will turn 66 on July 1st 2018 how much can I make this year and still get my full benifets, Also how much less would my ss checks be if i retired 2 months early … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I'm recently retired and social security has my day of birth
I'm recently retired and social security has my day of birth as 11- 24 but for yrs I've been saying it's 11-25. I can't find my birth certificate. My drivers license states 11-25. Is it ok just to kee… read more
Phillips Esq.
Phillips Esq.
MBA
18,646 satisfied customers
I NEED A DUPLICATE S S BENEFIT STATEMENT. i MOVED AND
HI i NEED A DUPLICATE S S BENEFIT STATEMENT. i MOVED AND BELIEVE IT MAY HAVE BEEN SENT TO MY OLD ADDRESS … read more
taxmanrog
taxmanrog
Master\u0027s Degree
817 satisfied customers
If my ex husband dies before I do, how will my social
If my ex husband dies before I do, how will my social security payment be affected. … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My 16 year old granddaughter's father died. Her parents were
My 16 year old granddaughter's father died. Her parents were married 12 years and divorced. Is there any reason why she should not be eligible for surviving child support until age 18? … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
4,565 satisfied customers
I intend to file for restricted beneifts in August on my
I intend to file for restricted beneifts in August on my 66th bday. My spouse continues to work but will have higher benefits than me. Am I pursuing the correct strategy? … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Someone asked for my driver licence a idea at a sales
someone asked for my driver licence a idea at a sales meeting and now I think it was a scam.… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
I need a copy of my benefits for 2018, could you tell me how
I need a copy of my benefits for 2018, could you tell me how i can get it? … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Can I receive 1/2 of my spouses social security now? While
Can I receive 1/2 of my spouses social security now ? While postponing filing for my own social security until my full retirement age ? My husband is 69 and receives his s.s. already. I am 59 and my f… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Both myslf and my husband did not receive 217 W2's for
Both myslf and my husband did not receive 217 W2's for Social Security. We can't do our 2017 taxes with out them. How can We get them? … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
How do i get my benefits from my xwifes SS account. We were
how do i get my benefits from my xwifes SS account. We were married for 28 yrs … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,077 satisfied customers
Can I get copy of my SSA 1099 benefit statement for 2017? I
Can I get copy of my SSA 1099 benefit statement for 2017? … read more
Carter McBride
Carter McBride
LLM
459 satisfied customers
I am a business and use the wrong ss# on employees w2. what
i am a business and use the wrong ss# on employees w2. what form do I need … read more
Carter McBride
Carter McBride
LLM
459 satisfied customers
I lost my card. How do I get a new one? I lost my card years
I lost my card years ago and hasn't been a problem until now. I am applying for a job at my local library and they say they need a copy of it. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I am a US citizen currently residing in Belize C A. I got
I am a US citizen currently residing in Belize C A. I got married last year to a Belizeans and would like to get her a social security card as it is time to file my tax return and would like to put he… read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x