SI 02305: Redeterminations of Eligibility and/or Payment Amount
TN 33 (09-97)
A. Introduction
This section provides instructions on what to do when there is more than one rep payee during the RZ period of review.
B. Policy
A pre-RZ SSID may indicate change(s) of rep payee during the RZ period of review. The RZ will be conducted with the appropriate rep payee for the period which he/she served. If the pre-RZ SSID indicates that a RZ was conducted with the change of payee (the RZD date in the CRZD segment and the selection date in the REPY segment agree), the development need not be duplicated.
If the case is a concurrent title II/title XVI case, it is preferable to have one payee for both programs.
C. Procedure
Follow is the procedure for conducting an RZ when there is more than one representative payee during the period of review.
| Step | Action |
|---|---|
| 1 | Review the pre-RZ SSID. Review the CRZD and TRAN segments to determine whether there was a change of payee and if an RZ was conducted when the change(s) occurred. |
| 2 | Conduct an RZ interview with the current rep payee for the appropriate period and develop responses per POMS. If the RZ is being conducted on a concurrent title II/title XVI case and there are two rep payees, make every effort to appoint the same payee for both programs, if possible, per GN 00502.183. |
| 3 | Conduct an RZ with each additional rep payee for the appropriate period and develop responses per appropriate POMS instrucitons. |
| NOTE: If prior rep payees will not or cannot cooperate, use allegations from the current payee to document past period. | |
| 4 | Upon completion of all necessary documentation and development, clear the RZ. |