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Improving Social Security’s, January 2018 Cover Page

This report is organized into five parts listed below; it responds to the call for change by providing short-term recommendations which the board believes will strengthen the current administrative process and create a more manageable monitoring role, all while the board advocates for long-term structural changes which will involve comprehensive government-wide coordination efforts and cross-agency reforms.

  • Part I highlights the size and expected growth of SSA’s rep payee program in coming decades as baby boomers move into age groups with a higher likelihood that they will require assistance in managing their finances.
  • Part II examines the process for determining the need for a rep payee, the capability analysis, the responsibilities of rep payees and the selection process for appointing a rep payee.
  • Part III provides an overview of SSA’s program monitoring procedures.
  • Part IV discusses the need for inter-agency collaboration in approaching how to determine if an individual needs assistance.
  • Part V lists all the board’s recommendations discussed and contained within each of the above sections.
  • Appendices provide a brief history of the rep payee program, a summary of a National Academies study on financial capability, an overview of the board’s work on rep payee issues and of the board’s forum in March 2017, a description of the board’s online chart collection on the rep payee program, and copies of the forms described herein.

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