Posted by Notarysigner on 12/13/13 6:45pm
Msg #496074

About being designated "payee"

Must be my day. Two families from the Senior Citizens Center where I volunteer have ask me to become their designated payee. I don't know them and when I asked, they told me I was recommended as someone they could trust.
If any of you are "payees" for non family members I would like to hear from you because I have a few questions to ask. email me [e-mail address]

Reply by CarolF/NC on 12/13/13 7:05pm
Msg #496077

May I have those senior citizens names and numbers please n/m

Reply by Notarysigner on 12/13/13 7:23pm
Msg #496078

Re: May I have those senior citizens names and numbers please

(510) 777-3333 or (415) 553-7400

Reply by Linda_H/FL on 12/13/13 7:26pm
Msg #496079

I know you said non-family member, but

I was designated payee for my mother's social security checks when her conservatorship/guardianship was established - in CT, conservatrix, in Florida, guardian....I had a separate account set up for the "Me for Estate of Mom" so the money went straight into her account and I handled that account. I had to account to social security for all money they paid her yearly in addition to filing reports with the Probate Court.

Your call whether you want to do this or not - you're accountable for the money.

Reply by Notarysigner on 12/13/13 7:42pm
Msg #496080

Re: I know you said non-family member, but

Thanks Linda I wonder if probate court would be involved in this case and what type of reports and how detailed. I'm not into a lot of book keeping. More like this is what you got,....here it is..that's fine with me!

Reply by Linda_H/FL on 12/13/13 8:39pm
Msg #496081

Re: I know you said non-family member, but

SSA reports were one page - they tell you how much they paid to beneficiary for the year, you itemize living expenses, medical expenses etc etc (it's written out) and amount saved - should match amount they paid or exceed amount they paid. Sign as payee rep and submit.

Reply by Notarysigner on 12/13/13 8:47pm
Msg #496082

thanks Linda, I'll ask to see previous years n/m

Reply by Linda_H/FL on 12/13/13 9:05pm
Msg #496086

Not your business James - you probably won't get that

information -

I'd be careful of them designating you - if they've appointed an AIF via POA, or have a guardianship or conservatorship in place..this is already done. These people just may not know.

Reply by Notarysigner on 12/13/13 9:15pm
Msg #496087

oH you don't know me..I'd have to know that

When I retired back in 97 I sold a 30 unit apartment complex, I knew everything about everybody living there. I'm kinda a control freak when it comes to $$ probably why I've been retired for 17 years so far.

Reply by Linda_H/FL on 12/14/13 9:18am
Msg #496107

Here you go James

http://www.ssa.gov/payee/NewGuide/ssa-6234exhibitB.pdf

Reply by Notarysigner on 12/14/13 10:06am
Msg #496118

That was sooo thoughtful of you Linda

Thank you VERY MUCH!

Reply by C. Rivera Chicago Notary Services on 12/16/13 9:37am
Msg #496222

so sad that they have no family to help them out... n/m