Representative Payee Application/Information Necessary for a Competency Determination

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.

Latest Forms, Documents, and Supporting Material

Document Name
Form RI 20-7 Representative Payee Application/Information Necessary for a Competency Determination Form and Instruction
2021-23353.pdf Supplementary Document
RI20-007_RI30-003_Regs.pdf Supplementary Document
2021-23353.pdf Supplementary Document
RI20-007_RI30-003_OMBSupportingStmt_2023_12_28.docx Supporting Statement A
FACES 2017 FINAL 12212017signed.pdf Supplementary Document
ARS PIA Final 12212017signed.pdf Supplementary Document
Representative Payee Application/Information Necessary for a Competency Determination Form and Instruction

All Historical Document Collections

202308-3206-005	Revision of a currently approved collection	2024-03-05
202101-3206-005 Approved without change	Revision of a currently approved collection	2021-01-28
201712-3206-014 Approved with change	Revision of a currently approved collection	2017-12-29
201606-3206-006 Approved without change	Revision of a currently approved collection	2016-06-28
201305-3206-004 Approved without change	Revision of a currently approved collection	2013-05-15
201004-3206-009 Approved without change	Revision of a currently approved collection	2010-04-26
200707-3206-002 Approved without change	Revision of a currently approved collection	2007-07-26
200403-3206-002 Approved without change	Revision of a currently approved collection	2004-03-26
200101-3206-003 Approved without change	Reinstatement with change of a previously approved collection	2001-01-29
199704-3206-001 Approved without change	Revision of a currently approved collection	1997-04-04
199311-3206-002 Approved without change	Revision of a currently approved collection	1993-11-09
199305-3206-004 Approved without change	Revision of a currently approved collection	1993-05-20
199101-3206-002 Approved without change	Revision of a currently approved collection	1991-01-10
198807-3206-001 Approved with change	No material or nonsubstantive change to a currently approved collection	1988-07-21
198801-3206-002 Approved without change	Revision of a currently approved collection	1988-01-26
198704-3206-010 Approved without change	Extension without change of a currently approved collection	1987-04-29
198403-3206-010 Approved without change	New collection (Request for a new OMB Control Number)	1984-03-22