Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Kate thats great news! Hugs nne Breast Cancer Patients Soul Mates for Lifehttp://breastcancerpatientssoulmatesforlife.bravehost.com/ Anxiety Depression and Breast Cancerhttp://health.groups.yahoo.com/group/AnxietyDepressionandBreastCancerAngel Feather Loomerwww.angelfeatherloomer.blogspot.comThe Cancer Clubwww.cancerclub.com -----Original Message-----From: katelloydkidz@...Sent: Sun, 03 Jan 2010 14:03:11 +0000 (GMT)To: mserslife Subject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Free 3D Marine Aquarium Screensaver Watch dolphins, sharks & orcas on your desktop! Check it out at www.inbox.com/marineaquarium Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Kate thats great news! Hugs nne Breast Cancer Patients Soul Mates for Lifehttp://breastcancerpatientssoulmatesforlife.bravehost.com/ Anxiety Depression and Breast Cancerhttp://health.groups.yahoo.com/group/AnxietyDepressionandBreastCancerAngel Feather Loomerwww.angelfeatherloomer.blogspot.comThe Cancer Clubwww.cancerclub.com -----Original Message-----From: katelloydkidz@...Sent: Sun, 03 Jan 2010 14:03:11 +0000 (GMT)To: mserslife Subject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Free 3D Marine Aquarium Screensaver Watch dolphins, sharks & orcas on your desktop! Check it out at www.inbox.com/marineaquarium Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Kate thats great news! Hugs nne Breast Cancer Patients Soul Mates for Lifehttp://breastcancerpatientssoulmatesforlife.bravehost.com/ Anxiety Depression and Breast Cancerhttp://health.groups.yahoo.com/group/AnxietyDepressionandBreastCancerAngel Feather Loomerwww.angelfeatherloomer.blogspot.comThe Cancer Clubwww.cancerclub.com -----Original Message-----From: katelloydkidz@...Sent: Sun, 03 Jan 2010 14:03:11 +0000 (GMT)To: mserslife Subject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Free 3D Marine Aquarium Screensaver Watch dolphins, sharks & orcas on your desktop! Check it out at www.inbox.com/marineaquarium Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Congrats on the disability! As far as the rep payee goes, I know I was Robbin's, and the only thing I had to fill out was a yearly paper that asked if there were any savings and did all of the $$ go to his support, I answered no and yes and that was it. No really big deal. I don't have one, I do my own. Damned good thing, too, because if I had had to appoint Rob...well...*shudder* ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Congrats on the disability! As far as the rep payee goes, I know I was Robbin's, and the only thing I had to fill out was a yearly paper that asked if there were any savings and did all of the $$ go to his support, I answered no and yes and that was it. No really big deal. I don't have one, I do my own. Damned good thing, too, because if I had had to appoint Rob...well...*shudder* ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Congrats on the disability! As far as the rep payee goes, I know I was Robbin's, and the only thing I had to fill out was a yearly paper that asked if there were any savings and did all of the $$ go to his support, I answered no and yes and that was it. No really big deal. I don't have one, I do my own. Damned good thing, too, because if I had had to appoint Rob...well...*shudder* ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Oh, yes, and the rep payee, if they want the $$ direct-deposited, will have to open a separate bank account for that. I think your case manager can help you with the rest...(I hope!) ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Oh, yes, and the rep payee, if they want the $$ direct-deposited, will have to open a separate bank account for that. I think your case manager can help you with the rest...(I hope!) ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 Oh, yes, and the rep payee, if they want the $$ direct-deposited, will have to open a separate bank account for that. I think your case manager can help you with the rest...(I hope!) ~*~Hugs~*~ ~*~Akiba~*~ -- disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should real ly help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 So glad you're getting this help, Kate! Happy New Year, huh? :-) in WY " You get a wonderful view from the point of no return... "    http://www.flickr.com/photos/liadains_fancies http://practical-blackwork.blogspot.com    http://practicalblackwork.com disability  Well all, It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form. I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this? love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 I don't know about the whole 'payee' business. I'm sorry they are doing it that way. But at least you are getting your disability!!!love Sharonjoin me on Facebook:Sharon Mars wobbletowalk@...This email is a natural hand made product. The slight variations in spelling and grammar enhance its individual character and beauty and in no way are to be considered flaws or defects. To: MSersLife Sent: Sun, January 3, 2010 7:03:11 AMSubject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 I don't know about the whole 'payee' business. I'm sorry they are doing it that way. But at least you are getting your disability!!!love Sharonjoin me on Facebook:Sharon Mars wobbletowalk@...This email is a natural hand made product. The slight variations in spelling and grammar enhance its individual character and beauty and in no way are to be considered flaws or defects. To: MSersLife Sent: Sun, January 3, 2010 7:03:11 AMSubject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 3, 2010 Report Share Posted January 3, 2010 I don't know about the whole 'payee' business. I'm sorry they are doing it that way. But at least you are getting your disability!!!love Sharonjoin me on Facebook:Sharon Mars wobbletowalk@...This email is a natural hand made product. The slight variations in spelling and grammar enhance its individual character and beauty and in no way are to be considered flaws or defects. To: MSersLife Sent: Sun, January 3, 2010 7:03:11 AMSubject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Hi, Kate: Congrats on being approved for SSDI on your first round. I'm still waiting for any word on my case. It's been almost six months now.Dan U dao_nguu@... To: MSersLife From: katelloydkidz@...Date: Sun, 3 Jan 2010 14:03:11 +0000Subject: disability Well all,It looks like my disability has been approved, and I didn't even have to appeal! yah! Now for the confusing news...that a payee be designated. I have been deemed unfit for managing my own money, so they sent a form that my spouse, or another family member needs to fill out. In the form they also ask who takes care of the 'claimant' when spouse/payee person is at work or not around...??? I need to speak to my case manager, who I have from when I was at a continuing day treatment program for my depression. She has helped me with the whole application for disability process, and perhaps she can shed some light as to how to fill out this form.I'm curious to see if and how much retroactive pay I'll receive. From what I understand, my kids are eligible also for a small monthly stipend. I need to make a call to arrange that. I think I'm going to get about $725 a month in disability. That should really help out for so many things--taxes, copays, etc. Oh, that was another stipulation, that payee designee (if that's what you call it) needs to spell out what the money will be used for...I know the disability being granted is good news, I just wish there wasn't this whole payee thing. Does anyone else deal with this?love to you each and all, Kate Hotmail: Trusted email with powerful SPAM protection. Sign up now. Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Kate, I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL.. And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a " required " thing, but if they are kept together with all other funds.. the path to finding what part of the " whole " are yours has to definitely be clear.. My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays " room and board " to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier.. Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not. Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL).. Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails.. Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled... IF that happens.. then I guess that I might be able to offer " good " information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income.. If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a " specific to the person " answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing.. Hope I didn't confuse you too badly HUGS |)onna katelloydkidz@... wrote: > > > Well all, > It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form. > I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this? > love to you each and all, Kate > > > Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Kate, I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL.. And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a " required " thing, but if they are kept together with all other funds.. the path to finding what part of the " whole " are yours has to definitely be clear.. My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays " room and board " to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier.. Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not. Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL).. Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails.. Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled... IF that happens.. then I guess that I might be able to offer " good " information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income.. If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a " specific to the person " answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing.. Hope I didn't confuse you too badly HUGS |)onna katelloydkidz@... wrote: > > > Well all, > It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form. > I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this? > love to you each and all, Kate > > > Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Kate, I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL.. And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a " required " thing, but if they are kept together with all other funds.. the path to finding what part of the " whole " are yours has to definitely be clear.. My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays " room and board " to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier.. Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not. Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL).. Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails.. Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled... IF that happens.. then I guess that I might be able to offer " good " information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income.. If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a " specific to the person " answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing.. Hope I didn't confuse you too badly HUGS |)onna katelloydkidz@... wrote: > > > Well all, > It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form. > I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this? > love to you each and all, Kate > > > Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Thank you! Now we just need to hear onyours! Hoping you get it!blessings and love, Kate disability> > > > > > Well all,> It looks like my disability has been approved, and I didn't even > have to appeal! yah! Now for the confusing news...that a payee > be designated. I have been deemed unfit for managing my own > money, so they sent a form that my spouse, or another family > member needs to fill out. In the form they also ask who takes > care of the 'claimant' when spouse/payee person is at work or > not around...??? I need to speak to my case manager, who I have > from when I was at a continuing day treatment program for my > depression. She has helped me with the whole application for > disability process, and perhaps she can shed some light as to > how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. > From what I understand, my kids are eligible also for a small > monthly stipend. I need to make a call to arrange that. I think > I'm going to get about $725 a month in disability. That should > really help out for so many things--taxes, copays, etc. Oh, that > was another stipulation, that payee designee (if that's what you > call it) needs to spell out what the money will be used for...I > know the disability being granted is good news, I just wish > there wasn't this whole payee thing. Does anyone else deal with this?> love to you each and all, Kate> > > > > _________________________________________________________________> Hotmail: Trusted email with powerful SPAM protection.> http://clk.atdmt.com/GBL/go/177141665/direct/01/> Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Thank you! Now we just need to hear onyours! Hoping you get it!blessings and love, Kate disability> > > > > > Well all,> It looks like my disability has been approved, and I didn't even > have to appeal! yah! Now for the confusing news...that a payee > be designated. I have been deemed unfit for managing my own > money, so they sent a form that my spouse, or another family > member needs to fill out. In the form they also ask who takes > care of the 'claimant' when spouse/payee person is at work or > not around...??? I need to speak to my case manager, who I have > from when I was at a continuing day treatment program for my > depression. She has helped me with the whole application for > disability process, and perhaps she can shed some light as to > how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. > From what I understand, my kids are eligible also for a small > monthly stipend. I need to make a call to arrange that. I think > I'm going to get about $725 a month in disability. That should > really help out for so many things--taxes, copays, etc. Oh, that > was another stipulation, that payee designee (if that's what you > call it) needs to spell out what the money will be used for...I > know the disability being granted is good news, I just wish > there wasn't this whole payee thing. Does anyone else deal with this?> love to you each and all, Kate> > > > > _________________________________________________________________> Hotmail: Trusted email with powerful SPAM protection.> http://clk.atdmt.com/GBL/go/177141665/direct/01/> Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 Thank you! Now we just need to hear onyours! Hoping you get it!blessings and love, Kate disability> > > > > > Well all,> It looks like my disability has been approved, and I didn't even > have to appeal! yah! Now for the confusing news...that a payee > be designated. I have been deemed unfit for managing my own > money, so they sent a form that my spouse, or another family > member needs to fill out. In the form they also ask who takes > care of the 'claimant' when spouse/payee person is at work or > not around...??? I need to speak to my case manager, who I have > from when I was at a continuing day treatment program for my > depression. She has helped me with the whole application for > disability process, and perhaps she can shed some light as to > how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. > From what I understand, my kids are eligible also for a small > monthly stipend. I need to make a call to arrange that. I think > I'm going to get about $725 a month in disability. That should > really help out for so many things--taxes, copays, etc. Oh, that > was another stipulation, that payee designee (if that's what you > call it) needs to spell out what the money will be used for...I > know the disability being granted is good news, I just wish > there wasn't this whole payee thing. Does anyone else deal with this?> love to you each and all, Kate> > > > > _________________________________________________________________> Hotmail: Trusted email with powerful SPAM protection.> http://clk.atdmt.com/GBL/go/177141665/direct/01/> Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 I know that when I was rep payee for Robbin all I had to do was, once a year, fill out a paper that asked if there were and savings and if the monies had been put toward Robbin's support, no detailed questions at all. And Yes, I DID have to have a separate bank account for his SSI (still have it, and it WILL be put to use again), other then that, no problems. ~*~Hugs~*~ ~*~Akiba~*~ -- Re: disability Kate,I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL..And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a "required" thing, but if they are kept together with all other funds.. the path to finding what part of the "whole" are yours has to definitely be clear..My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays "room and board" to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier..Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not.Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL)..Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails..Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled...IF that happens.. then I guess that I might be able to offer "good" information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income..If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a "specific to the person" answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing..Hope I didn't confuse you too badlyHUGS|)onnakatelloydkidzoptonline (DOT) net wrote:>>> Well all,> It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this?> love to you each and all, Kate>>> Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 I know that when I was rep payee for Robbin all I had to do was, once a year, fill out a paper that asked if there were and savings and if the monies had been put toward Robbin's support, no detailed questions at all. And Yes, I DID have to have a separate bank account for his SSI (still have it, and it WILL be put to use again), other then that, no problems. ~*~Hugs~*~ ~*~Akiba~*~ -- Re: disability Kate,I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL..And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a "required" thing, but if they are kept together with all other funds.. the path to finding what part of the "whole" are yours has to definitely be clear..My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays "room and board" to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier..Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not.Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL)..Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails..Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled...IF that happens.. then I guess that I might be able to offer "good" information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income..If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a "specific to the person" answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing..Hope I didn't confuse you too badlyHUGS|)onnakatelloydkidzoptonline (DOT) net wrote:>>> Well all,> It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this?> love to you each and all, Kate>>> Quote Link to comment Share on other sites More sharing options...
Guest guest Posted January 4, 2010 Report Share Posted January 4, 2010 I know that when I was rep payee for Robbin all I had to do was, once a year, fill out a paper that asked if there were and savings and if the monies had been put toward Robbin's support, no detailed questions at all. And Yes, I DID have to have a separate bank account for his SSI (still have it, and it WILL be put to use again), other then that, no problems. ~*~Hugs~*~ ~*~Akiba~*~ -- Re: disability Kate,I worked for a Representative Payee for the last three years or so.. until this exacerbation put me out of commission for doing stairs.. and the bathroom was upstairs of course! LOL..And that's what the hubby or family member will be.. a Representative Payee... He will need to keep records of your expenditures.. because he will receive a form that needs to be filed every year (might be more often.. we had soooo many to do I can't remember if they were more than once a year each).. And the report will be detailed.. How much for housing, heating, cooling, medical, dental, food, clothing, entertainment.. and how much conserved.. In the case of SSI.. you don't want to get too close to having 2k in conserved funds.. if you do get that close, then it has to go somewhere.. be it irrevocable burial fund (and there are specific types of those that can be invested in.. and only those specific types..) or a special medical and educational fund that can have money sheltered there as well. Most use Achieva for that purpose. If I'm not mistaken, your incoming funds will have to be kept separate from the regular household funds too.. It might not be a "required" thing, but if they are kept together with all other funds.. the path to finding what part of the "whole" are yours has to definitely be clear..My cousin keeps her sons incoming SSI funds separate from the family funds.. because she doesn't want to deal with the other stuff.. it's easier for him to have his own checking account.. and he pays "room and board" to his parents (he's 31 years old now, he has Angelman's Syndrome.. very very rare.. but he doesn't talk, he doesn't walk, though he can express himself to those who know him very well) and then whatever else he needs, clothing, medical etc... comes from his checking account.. Just keeps tracking easier..Now... if you don't want the hubby to be payee... you only need to get your treating doctor (someone who's been treating you for awhile, and KNOWS that your competent to handle your own funds) to write a letter stating such.. and that should do it for having the funds put back into your control... BUT.. let the payments get established FIRST before doing this.. things will go much more smoothly if you do it that way... take a little longer to get them back into your hands... BUT it's better than them maybe putting a suspension on payment until decision has been made as to whether you can handle the funds yourself or not.Now.. that's if you receive SSI benefits... if you receive SSDI benefits.. the amount you can have in conserved funds doesn't matter.. you could have a zillion dollars in the bank, and your benefits won't stop.. he'll still have to report as if it were SSI.. that's a requirement for all Rep-Payees regardless of the type of benefits received... supposed to keep them honest.. just like the IRS, the SSA can audit the rep-payee's use of funds.. (We had a group of representatives.. think there were 4 of them, come into the office, hand us a list of like 30 or more clients.. and we had to produce the records and method of record keeping and expenditures and all that good stuff.. for those 4 people who were prepared to be in our office for a couple of weeks.... they finished in 4 days.. thank goodness cause they were underfoot for those 4 days.. and it was crunch week in the month.. LOL)..Oh, and yes, if you are eligible and you have children under a certain age, they too are eligible for benefits.. again.. that depends on whether you are going to be receiving SSI or SSDI.. but I'm thinking here.. and pretty much concluded that you will be receiving SSDI if the kids are eligible for a small stipend.. and then I think it's a percentage of what you receive.. might be divided equally between the two.. BUT I'm not an authority.... yet... Just have some knowledge about how to apply to be a rep-payee (that's was one of my duties.. to do the forms needed to become rep-payee for clients).. and what being a rep-payee entails..Cross your fingers.. because I'm sending off a resume to the Social Security field office that I worked closely with while I was at the Rep-Payee company.. in hopes that the vacancies they need filling will be filled with me and my chair... I stand a fairly good chance of being hired.. as I'm disabled...IF that happens.. then I guess that I might be able to offer "good" information about Social Security questions and inquiries (if it's permitted.. probably even if it's not.. lol).. for the group.. Wouldn't that be great.. for me especially.. income..If you direct a specific question for me.. I will ask that same question of my friend who has been with Social Security most of his adult life.. and in most cases he will get me an answer.. maybe not a "specific to the person" answer.. but an answer... Don't think he's permitted to answer questions about a specific person submitted by me.. that wouldn't be a good thing..Hope I didn't confuse you too badlyHUGS|)onnakatelloydkidzoptonline (DOT) net wrote:>>> Well all,> It looks like my disability has been approved, and I didn't even have > to appeal! yah! Now for the confusing news...that a payee be > designated. I have been deemed unfit for managing my own money, so > they sent a form that my spouse, or another family member needs to > fill out. In the form they also ask who takes care of the 'claimant' > when spouse/payee person is at work or not around...??? I need to > speak to my case manager, who I have from when I was at a continuing > day treatment program for my depression. She has helped me with the > whole application for disability process, and perhaps she can shed > some light as to how to fill out this form.> I'm curious to see if and how much retroactive pay I'll receive. From > what I understand, my kids are eligible also for a small monthly > stipend. I need to make a call to arrange that. I think I'm going to > get about $725 a month in disability. That should really help out for > so many things--taxes, copays, etc. Oh, that was another stipulation, > that payee designee (if that's what you call it) needs to spell out > what the money will be used for...I know the disability being granted > is good news, I just wish there wasn't this whole payee thing. Does > anyone else deal with this?> love to you each and all, Kate>>> Quote Link to comment Share on other sites More sharing options...
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