5-015.18C Representative Payee

473 NAC 5-015.18C

In assessing the need for and initiating representative payee proceedings the worker shall -

1. Determine that the client needs a representative payee when -

a. The client is unable to manage Social Security and/or SSI benefits;

b. Efforts to teach money management skills to the client have been unsuccessful; and

c. There is not enough evidence available to appoint a guardian or conservator;

2. Contact the Social Security Administration to request that a representative payee be appointed; and

3. Document the information necessary for establishment of a representative payee. This includes one or more of the following:

a. A court finding of incompetency;

b. A commitment to an institution;

c. Medical and/or legal evidence of the client's incapacity to manage benefit funds or protect his/her own interest (e.g., drug addiction or alcoholism);

d. Presentation of guardianship or conservatorship papers; and

e. Other documentation to demonstrate that the client is incapable of managing his/her benefits in order to meet his/her personal needs.