spending backpay guidlines
Blaaaaah
guidlines is really vague. They also get 230 a month in benefits each.
Please point me to a publication on what their money can and cannot be spent
on. I have scoured SS website until I am ready to scream.
Jack
wrote:
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1602.html
1602. Beneficiary Under Age 18
_______
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1616.html
1616. What are the responsibilities of a representative payee?
_______
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1617.html
1617. Use of Benefit Payments
______
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1618.html
1618. Current Needs of Beneficiary
______
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1619.html
1619. Past Debts of Beneficiaries
_______
1620. A Beneficiary's Savings
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1620.html
______
http://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1623.html
1623. Accounting for Use of Funds
______
http://www.ssa.gov/pubs/10076.html
A Guide For Representative Payees
_______
http://www.socialsecurity.gov/payee/
Filing Your Accounting Report Online
Jack
https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200603070#b
GN 00603.070 Payment of Large Amounts of Accumulated or Conserved
Benefits � Title II Only
(...)
3. Beneficiary In Representative Payment
Pay accumulated funds of less than $4,000 without development unless
otherwise indicated. Funds amounting to over $4,000 require evaluation
of the payee's ability to handle this large amount of funds if the
payee is not the beneficiary's:
a. Natural, step parent, or adoptive parent with custody of the
beneficiary;
b. Spouse with custody of the beneficiary;
c. Child with custody of the beneficiary;
d. Legal guardian;
e. Bank or trust company; or
f. Social agency or a public or nonprofit institution or organization
whose principal activities include direct care and maintenance or
treatment of children or incapable adults.
NOTE: See GN 00603.010B.1. -- Exception for Parents and Spouses for
additional information.
(...)
Blaaaaah
beneficiary are being met, part of the benefits may also be used to support
a spouse, child, or parent who is the beneficiary's legal dependent."
I am trying to figure out ,since the children live with me, all of them,
and their mother, if I can use these funds to help buy a new car. If all of
their needs are being met; I am not talking about a Escalade but damn our
cars are 140K milers and mom is the only one able to work I am dreading this
winter and her getting stuck somewhere.
Month
and year
Amount of
Social Security
or SSI benefits
received
Expenses
for food
and housing
Expenses for
clothing,
medical/dental,
personal items,
recreation,
miscellaneous
Cost for this goes way over what benefits are received.
Cost for this goes way over what benefits are received.
Totals for Report Period
$ ____________
$ ____________
Put this figure on line 3B of the Form SSA-623
$ ______________
Put this figure on line 3C of the Form SSA-623
Show the total amount of any benefits you saved for the
beneficiary, including any interest earned.
$ _____________
Put this figure on line 3D of the Form SSA--623
For additional worksheets, please copy this page before you use
it or contact your local Social Security office to obtain copies.
[Back to top]
"Jack" <Wind...@home.home> wrote in message
news:4a4b775a...@nntp.aioe.org...
Jack
Read this POMS section:
https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200602020!opendocument
GN 00602.020 Using Title II Benefits to Support Other Family Members
_________
At the bottom, it says:
(...)
"The overall well being and stability of the family unit is of value
to the child beneficiary and, in limited instances may justify a
somewhat disproportionate contribution of the child's benefits to the
household."
(....)
______
You could make the argument that transportation is absolutely
necessary to "maintain the overall well being and stability of the
family unit" including transporting the children beneficiaries.
It will be a judgment call on the part of the rep payee authorizer.
_______
Other than that, I can't find anything specific pertaining to your
question. Here is the entire POMS subchapter on "Use of Benefits".
https://s044a90.ssa.gov/apps10/poms.nsf/subchapterlist!openview&restricttocategory=02006
__________________
On Wed, 1 Jul 2009 22:36:52 -0500, "Blaaaaah" <alco...@aa.com>
wrote:
Blaaaaah
to begin. The 00602.020 eludes on the very last line ,the situation I am
most worried about, family unit jeopardy, if my wife cannot make it to
work.I use wife but we are not legally married. 2 of the girls go to magnet
schools 1 is bussed the other is not. The 3rd is too young to go still. Most
of the check or checks are getting aate by food cost , roughly 38$ per day
for a family of 5 =1140$ per month.What does everyone else spend on food a
month?
"Jack" <Wind...@home.home> wrote in message
news:4a4ca4b5...@nntp.aioe.org...
bill
news:%XV2m.291134$4p1.2...@en-nntp-03.dc1.easynews.com...
> "Yes. If the current and reasonably foreseeable needs of a Social Security
> beneficiary are being met, part of the benefits may also be used to
> support a spouse, child, or parent who is the beneficiary's legal
> dependent."
>
bill
news:%XV2m.291134$4p1.2...@en-nntp-03.dc1.easynews.com...
> beneficiary are being met, part of the benefits may also be used to
> support a spouse, child, or parent who is the beneficiary's legal
> dependent."
>
> I am trying to figure out ,since the children live with me, all of them,
> and their mother, if I can use these funds to help buy a new car. If all
> of their needs are being met; I am not talking about a Escalade but damn
> our cars are 140K milers and mom is the only one able to work I am
> dreading this winter and her getting stuck somewhere.
For SS purposes, she needs to have a car to care for the kids. So, it
ought to be acceptable to get one with half her money, half the kids. It's a
complicated mess...
Jack
Follow the thread and you'll see:
https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200602020!opendocument
Blaaaaah
"Jack" <Wind...@home.home> wrote in message
Jack
wrote:
>It's not but it's in one of em !
Actually it is.
https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200602020!opendocument
(...)
2. Support of Legal Dependents
Title II regulations also provide that some of the benefits may be
used to help support the beneficiary's legally dependent spouse,
children and/or parents if the beneficiary's current maintenance needs
are met.
(...)
_________
SoundChaser
> On Fri, 3 Jul 2009 21:19:52 -0500, "Blaaaaah" <alco...@aa.com>
> wrote:
>
>>It's not but it's in one of em !
>
> Actually it is.
>
> https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200602020!opendocument
>
> (...)
>
> 2. Support of Legal Dependents
> Title II regulations also provide that some of the benefits may be
> used to help support the beneficiary's legally dependent spouse,
> children and/or parents if the beneficiary's current maintenance
> needs
> are met.
I think where people get fouled up is in a quick reading of that,
they tend to think the leftovers can be used for people in the family
who are not LEGAL DEPENDENTS. In the original poster's situation, he
wants to know if he can buy a new car for his wife based on this bit
from the POMS, IIRC. The answer is NO; BUT! He CAN buy a new car
because the children must have a car to get around in, go to doctors
etc. It just doesn't have anything to do with THIS paragraph.
IMHO.
Jack
<tmat...@microsoft.org> wrote:
>"Jack" <Wind...@home.home> wrote in message
>news:4a4f3b14...@nntp.aioe.org...
>> On Fri, 3 Jul 2009 21:19:52 -0500, "Blaaaaah" <alco...@aa.com>
>> wrote:
>>
>>>It's not but it's in one of em !
>>
>> Actually it is.
>>
>> https://s044a90.ssa.gov/apps10/poms.nsf/lnx/0200602020!opendocument
>>
>> (...)
>>
>> 2. Support of Legal Dependents
>> Title II regulations also provide that some of the benefits may be
>> used to help support the beneficiary's legally dependent spouse,
>> children and/or parents if the beneficiary's current maintenance
>> needs
>> are met.
>
> I think where people get fouled up is in a quick reading of that,
>they tend to think the leftovers can be used for people in the family
>who are not LEGAL DEPENDENTS. In the original poster's situation, he
>wants to know if he can buy a new car for his wife based on this bit
>from the POMS, IIRC. The answer is NO; BUT! He CAN buy a new car
>because the children must have a car to get around in, go to doctors
>etc. It just doesn't have anything to do with THIS paragraph.
> IMHO.
The reference to this particular paragraph is in response to the
poster who asked where in the POMS is the allusion to using a
beneficiary's funds to support other family members.
The paragraph that we cited in earlier post and which may be used as
an argument for the car is also contained in that POMS section.
To wit:
GN 00602.020 Using Title II Benefits to Support Other Family Members
_________
At the bottom, it says:
(...)
"The overall well being and stability of the family unit is of value
to the child beneficiary and, in limited instances may justify a
somewhat disproportionate contribution of the child's benefits to the
household."
(....)
______
You could make the argument that transportation is absolutely
necessary to "maintain the overall well being and stability of the
family unit" including transporting the children beneficiaries.
It will be a judgment call on the part of the rep payee authorizer.
_______
>>
Blaaaaah
credit with the backpay so our payment isn't a major headache.
I'll post back on this after the law goes into effect and the dealers have
the info and paperwork figure out.
"bill" <bi...@home.sleeping> wrote in message news:h2l3dl$i4m$3...@aioe.org...