113 PROTECTIVE PAYEES (AAM)

113 PROTECTIVE PAYEES (AAM)

SR 94-04 Dated 04/94 Previous Policy

_____________________________________________________________

The individual receives an assistance payment to meet financial needs. There is no restriction on how the money is used. The individual is responsible for meeting expenses with the assistance payment and any other income available. In some instances, however, it may be in the best interests of the individual to consider a protective or vendor payee.

A protective payee may be authorized to receive and control the individual ' s entire assistance payment when direct payment is not in the best interests of the individual or any dependent children due to mismanagement of funds.

Evaluate each allegation of mismanagement which is brought to the attention of the District Office. Document the facts of the allegation and the outcome of the evaluation in the case file.

If the evaluation indicates that protective payments are necessary, do all of the following:

1. Provide the individual with written advance notice of the appointment, removal, or change in a protective payee, and the reason the action will be taken.

2. Complete Form 787, Authorization for Protective and Vendor Payments , to initiate the action or to remove or change the protective payee.

3. Direct all notices of decision, medical identification cards, and assistance payments to the protective payee, not to the individual.

References : He-W 686.01; RSA 167:5; RSA 167:26; 45 CFR 234.70