Representative Payee Application/Information Necessary for a Competency Determination

OMB 3206-0140

OMB 3206-0140

RI 20-7, Representative Payee Application, is used by the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS) to collect information from persons applying to be fiduciaries for annuitants or survivor annuitants who appear to be incapable of handling their own funds or for minor children. RI 30-3, Information Necessary for a Competency Determination, collects medical information regarding the annuitant's competency for OPM's use in evaluating the annuitant's condition.

The latest form for Representative Payee Application/Information Necessary for a Competency Determination expires 2021-01-31 and can be found here.

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