8/18/2019 NDRN Rep Payee Overview - 6 Month Ext PUBLIC _2

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The information and opinions expressed in this report are solely those of the author and are not those of the Social Security

 Administration or any of its employees. The Social Security Administration does not endorse any statement, policy recommendation,

or suggestion contained in this report. Release of this report does not signify SSA’s approval of the necessity for or contents of the

report. This report is not an official report to Congress and was compiled and published solely at the impulse of the author. In

contrast, the Social Security Administration will comply with its obligation under 42 U.S.C. §405(j)(6)(B) to prepare and present to

Congress an official agency report regarding the administration of the representative payee program.

 April 11, 2016 – Final

26%

41%

33%

FY 09-15

Potential MaProblem(s)

Potential MinProblem(s)

No ProblemsNotes

National Disability Right NetworkRepresentative Payee Reviews

March 2016 

On March 28, 2016 NDRN will have completed a six month extension to its existingRepresentative Payee Review contract with the Social Security Administration. Thiscollaboration allows Social Security to meet its goal of ensuring that payees meet thefiduciary responsibilities they accepted when they became a payee.

Currently there are 355 staff across the national network that have been “deemedsuitable” or cleared by SSA. An additional 32 staff are at various steps in the suitabilityprocess or waiting on a determination by SSA.

This task order began on October 1, 2015 calling for 500 reviews completed in 47States and the District of Columbia. The completion of this extension brought the total

number of reviews completed by NDRN and the P&A Network to over 3,900 with over18,420 individual beneficiaries interviewed.

The representative payee reviews completed under this 6 month extension revealednumbers of potential misuse of beneficiary benefits similar to previous task orders.

TABLE 1: Potential Problems 6 Month Extension (500 reviews) vs. FY 2009-2015(3,915 reviews)

30%

54%

16%

FY 16 6 Month Extension

Potential MajorProblem(s)

Potential MinorProblem(s)

No ProblemsNoted

8/18/2019 NDRN Rep Payee Overview - 6 Month Ext PUBLIC _2

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The information and opinions expressed in this report are solely those of the author and are not those of the Social Security

 Administration or any of its employees. The Social Security Administration does not endorse any statement, policy recommendation,

or suggestion contained in this report. Release of this report does not signify SSA’s approval of the necessity for or contents of the

report. This report is not an official report to Congress and was compiled and published solely at the impulse of the author. In

contrast, the Social Security Administration will comply with its obligation under 42 U.S.C. §405(j)(6)(B) to prepare and present to

Congress an official agency report regarding the administration of the representative payee program.

 April 11, 2016 – Final

 A strength that the P&A network brings to these reviews is not only their ability to assistSocial Security to meet their responsibilities, but also to address issues that areimportant to beneficiaries but fall outside of Social Security’s purview. P&A referralstypically fall into 2 categories, 1) General Referrals and 2) Individual Referrals. Generalreferrals consist of referrals to State and Federal Agencies and/or the back to the P&A

agency requesting follow-up by the agency related to something discovered during areview such as potential fire hazard or a lapse in an employer payee’s subminimumwage certificate. Individual referrals are person centered and or more informational innature such as an individual referral to a Work Incentives Planning and Assistance(WIPA) organization for information on how work may impact their SSA cash benefits orthe P&A for information regarding self-determination.

TABLE 2: Number of reviews resulting in referrals to 3rd parties for concerns outside ofSocial Securities purview

TABLE 3: Number of reviews resulting in individual referrals to 3 rd parties for concernsoutside of Social Securities purview

121

755

0

100

200

300

400

500

600

700

800

FY 16 (25%) FY 09-15 (22%)

Reviews with General Referrals

8/18/2019 NDRN Rep Payee Overview - 6 Month Ext PUBLIC _2

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The information and opinions expressed in this report are solely those of the author and are not those of the Social Security

 Administration or any of its employees. The Social Security Administration does not endorse any statement, policy recommendation,

or suggestion contained in this report. Release of this report does not signify SSA’s approval of the necessity for or contents of the

report. This report is not an official report to Congress and was compiled and published solely at the impulse of the author. In

contrast, the Social Security Administration will comply with its obligation under 42 U.S.C. §405(j)(6)(B) to prepare and present to

Congress an official agency report regarding the administration of the representative payee program.

 April 11, 2016 – Final

TABLE 4: Number of reviews resulting in individual referrals back to a P&A agency

165

1065

0

200

400

600

800

1000

1200

FY 16 (34%) FY 09-15 (31%)

Reviews with Individual Referrals

92

608

0

100

200

300

400

500

600

700

FY 16 19% FY 09-15 18%

Individual Referrals to P&A