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Personal Interview - Intranet Screens (field office or National 800 Number)
ICR 202609-0960-010 · OMB 0960-0634 · Object 173100400.
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Document Metadata
| File Type | application/msword |
|---|---|
| File Title | Personal Interview - Intranet Screens (field office or National 800 Number) |
| Author | 297862 |
| Last Modified By | Writer |
| File Created | 2026-10-30 |
| Conversion State | complete |
Extracted Text
Representative Payee System (RPS) / Direct Deposit: Screen Package Table of Contents 1.Representative Payee Data Selection Menu (RPDU) 2 2. Representative Payee Direct Deposit Screen (RPDD) 3 3. Representative Payee Direct Deposit Application Screen (RPDA) 4 4. Representative Payee Direct Deposit Update Screen (RDDU) 5 5. Representative Payee Direct Deposit Approval Screen (RDDA) 6 RPDU RPAY DATA SELECTION MENU RPDU TRANSFER TO: XXXX RP: SSS-SS-SSSS SSSSS SSSSSSSSSS BN: SSS-SS-SSSS SSSSS SSSSSSSSSS [1-M] CHOOSE THE APPROPRIATE UPDATE NECESSARY: 99 01. RP NAME 09. BN RESIDENCE ADDRESS 02. IND RP ADDRESS/PHONE/DIR DEP 10. BN SPECIAL TEXT 03. RP EMPLOYMENT 11. RELATIONSHIP SPECIAL TEXT 04. FELONY 12. MISUSE 05. RP SPECIAL TEXT 13. NEGOTIATED ACCOUNTABILITY MONTH 06. RELATIONSHIP TERMINATION 14. CORRECT RP CODING (MBR/SSR/RPS) 07. BN NAME 15. PAYMENT DIRECT DEPOSIT (MBR/SSR/RPS) 08. RELATIONSHIP/CUSTODY/LEGAL 16. CORRECT BIC/ID GUARDIAN 17. DELETE DIRECT DEPOSIT 18. Correct RP OP Liability [2-C] IF CHOICE IS 13, WHAT IS THE EFFECTIVE DATE? (MMYY): 9999 This screen is used to update information contained on the Master Rep Payee File (MRPF). Some of the options on this screen can also be used to update information to the MBR. The Representative Payee Direct Deposit Update (RDDU) information keyed on these screens updates direct deposit data on the MRPF and sends a finder (transaction) to update information to the MBR and the SSR. RPAY DIRECT DEPOSIT RPDD TRANSFER TO: XXXX RP: SSS-SS-SSS SSSSS SSSSSSSSSS BN: SSS-SS-SSSSS SSSSSSSSSS [1-M] DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 [2-M] TYPE OF ACCOUNT: X 1. CHECKING 2. SAVINGS [3-M] ACCOUNT NUMBER: XXXXXXXXXXXXXXXXX [4-M] CHOOSE FOR THE ENTITLEMENT LISTED BELOW: X 1. THE ABOVE DIRECT DEPOSIT DATA APPLIES 2. OTHER DIRECT DEPOSIT DATA APPLIES 3. DIRECT DEPOSIT DOES NOT APPLY [5-D] [6-D] [7-D] [8-D] [9-M] BOAN BN NAME BIC/ID TITLE 2/16 CHOICE SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X SSS-SS-SSSS SSSSS SSSSSSSSSS SSS SS X [10-C] MORE (Y/N): P Direct Deposit (RPDD) is displayed when Direct Deposit is requested on the RPDA or RPLD screen. RPDD collects the necessary Direct Deposit information for the beneficiary/recipient. This screen collects direct deposit routing transaction numbers. RPDA RPAY DIRECT DEPOSIT APPLICATION RPDA TRANSFER TO: XXXX RP: SSS-SS-SSS SSSSS SSSSSSSSSS BN: SSS-SS-SSSSS SSSSSSSSSS [1-M] DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 [2-M] TYPE OF ACCOUNT: S C-CHECKING S-SAVINGS [3-M] ACCOUNT NUMBER: XXXXXXXXXXXXXXXXX [4-M] CHOOSE FOR THE ENTITLEMENT LISTED BELOW: X 1. THE ABOVE DIRECT DEPOSIT DATA APPLIES 2. OTHER DIRECT DEPOSIT DATA APPLIES 3. DIRECT DEPOSIT DATA DOES NOT APPLY [5-D] [6-D] [7-D] [8-M] [9-D] ACCOUNT NUMBER BIC/ID TITLE 2/16 CHOICE SELECTION STATUS SSSSSSSSS SSS SS X SS SSSSSSSSS SSS SS X SS SSSSSSSSS SSS SS X SS SSSSSSSSS SSS SS X SS [10-C] MORE (Y/N): P RPDA collect the necessary direct deposit information for the beneficiary/recipient during the application process, direct deposit routing and routing transaction number, deposit payment code, depositor account number RDDU RPAY PF1=HELP REPRESENTATIVE PAYEE DIRECT DEPOSIT UPDATE RDDU RP: SSS-SS-SSSS SSSSS SSSSSSSSSS [1-M] ENTER OPTION TO VIEW BENEFICIARIES: 9 1. WITH NO BANK INFORMATION 2. UNDER SPECIFIC BANK INFORMATION 3. ALL ASSOCIATED BENEFICIARIES FOR OPTION 2, ENTER THE OLD BANK INFORMATION OLD BANK INFORMATION [2-C] TYPE OF ACCOUNT: X C: CHECKING S: SAVINGS [3-C] ACCOUNT NUMBER: XXXXXXXXXXXXXXX [4-C] DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 ENTER NEW BANK INFORMATION: [5-M] TYPE OF ACCOUNT: X C: CHECKING S: SAVINGS [6-M] ACCOUNT NUMBER: XXXXXXXXXXXXXXX [7-M] DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 [8-M] INDICATE ORDER OF LIST OF BENEFICIARIES: 9 1. ALPHABETICAL 2. ACCOUNT NUMBER 3. BOAN NOTE: THE NEW BANK INFORMATION WILL BE UPDATED TO THE MBR/SSR! [9-C] NEXT PAGE: X Representative Payee Direct Deposit Update (RDDU) is used to update Direct Deposit account information for individual or organizational representative payees. Direct deposit routing and routing transaction number, deposit payment code, depositor account number are collected. RDDA RPAY REPRESENTATIVE PAYEE DIRECT DEPOSIT APPROVAL RDDA RP: SSS-SS-SSSS SSSSS SSSSSSSSSS [1-M] MANAGEMENT AUTHORIZATION APPROVAL: X 1. DIRECT DEPOSIT CHANGE Representative Payee Direct Deposit Approval (RDDA) allows management approval for changes in direct deposit data when the change affects more than 50 beneficiaries with the same representative payee.