Representative Payee Report (Adult, Child, and Organizational Representative Payee)
Revision of a currently approved collection
No
Regular
Approved with change
07/22/2024
08/27/2020
The agency made revisions to the burden estimate to reflect the time involved in monitoring and tracking expenses. Prior to triannual renewal, the agency will further update the Supporting Statement A to be inclusive of the information it provided via passedback comments to OMB during review, including providing details regarding the distinctions between MyRPA and iRPA.
table that charts list comparision
Inventory as of this Action
Requested
Previously Approved
07/31/2027
36 Months From Approved
07/31/2024
2,041,127
0
4,676,294
2,551,408
0
1,169,074
0
0
0
When SSA determines it is not in an Old Age Survivors and Disability Insurance (OASDI), or Supplemental Security Income (SSI) recipientâs best interest to receive Social Security payments directly, the agency will designate a representative payee for the recipient. The representative payee can be: (1) a family member; (2) a non-family member who is a private citizen and is acquainted with the beneficiary; (3) an organization; (4) a state or local government agency; or (5) a business. In the capacity of representative payee, the person or organization receives the SSA recipientâs payment directly, and manages these payments. The respondents are representative payees of OASDI and SSI recipients.
US Code:
42 USC 1383
Name of Law: Social Security Act
PL: Pub.L. 116 - 165 102 Name of Law: The Strengthing Protections for Social Security Beneficiaries Act of 2018
When we last cleared this IC in 2017, the burden was 1,169,074 hours. However, we are currently reporting a burden of 2,551,408 hours. Section 102 of the Strengthening Protections for Social Security Beneficiaries Act of 2018 exempted certain representative payees from our annual accounting requirements. Accordingly, we stopped mailing accounting forms to certain exempted payees beginning June 22, 2018 for Title II, and July 6, 2018 for Title XVI and concurrent cases. This change resulted in a decrease in the number of responses from 4,676,294 to 2,041,127.
In addition, we also increased the burden per response from 15 minutes to 75 minutes to capture the preparation time required for respondents to gather the information needed to complete the form. While not all payees must complete an accounting report, all payees do have to maintain records of how they spent or saved benefits, which also factored into an overall increase in the total burden. These figures represent current Management Information data.
On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control number;
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
Form SSA-623 Representative Payee Report (Adult)
Addendum - 0068.docx
SSA-623: Representative Payee Report (Adult Beneficiaries)