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BAM 420 6 of 11 FIP/SDA RESTRICTED PAYMENTS BPB 2020-033 10-1-2020

BRIDGES ADMINISTRATIVE MANUAL STATE OF MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES

Demonstrated Need for Money Management Assistance FIP and SDA In very limited and compelling circumstances, the local office may assist a grantee in managing money through restricted payments, even though there is no current money mismanagement. Demon- strated reasons may include: • Developmental disability. • History of mental disorders. • Chronic money mismanagement during past periods of assistance. See Determining the Restricted Payment Type above. Protective Payee FIP and SDA Either a specialist or the client may suggest a third-party manage the group's cash benefits. It may be a relative or friend of the group, a volunteer worker, a member of a private agency that provides protective service or money management counseling or, at the local office director's option, a services worker. The protective payee was formerly referred to as the third-party payee. Exception: In a minor parent case, the grantee's legal guardian or other supervising adult must be appointed protective payee unless that person is unable to manage the benefit payments; see BEM 201. Determine whether the suggested payee is suitable. Ensure that the person is all of the following: • Concerned with the group's welfare. • Willing to receive and manage the grant. • Willing to help the group learn to manage money. • Able to keep adequate records and receipts of how the grant is spent. The following cannot be a protective payee: • Members of the eligible group.

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Page 6

Official source

BAM 420 6 of 11 FIP/SDA RESTRICTED PAYMENTS BPB 2020-033 10-1-2020

BRIDGES ADMINISTRATIVE MANUAL STATE OF MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES

Demonstrated Need for Money Management Assistance FIP and SDA In very limited and compelling circumstances, the local office may assist a grantee in managing money through restricted payments, even though there is no current money mismanagement. Demon- strated reasons may include: • Developmental disability. • History of mental disorders. • Chronic money mismanagement during past periods of assistance. See Determining the Restricted Payment Type above. Protective Payee FIP and SDA Either a specialist or the client may suggest a third-party manage the group's cash benefits. It may be a relative or friend of the group, a volunteer worker, a member of a private agency that provides protective service or money management counseling or, at the local office director's option, a services worker. The protective payee was formerly referred to as the third-party payee. Exception: In a minor parent case, the grantee's legal guardian or other supervising adult must be appointed protective payee unless that person is unable to manage the benefit payments; see BEM 201. Determine whether the suggested payee is suitable. Ensure that the person is all of the following: • Concerned with the group's welfare. • Willing to receive and manage the grant. • Willing to help the group learn to manage money. • Able to keep adequate records and receipts of how the grant is spent. The following cannot be a protective payee: • Members of the eligible group.