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The Social Security Advisory Board reports on developments in the representative payee program
Posted on: 6/19/2019

SSA oversees close to 6 million payees managing $5.8 billion a month on behalf of 8.3 million beneficiaries and recipients. One of the most important activities of the Social Security Administration is the designation and monitoring of payees. The Board’s latest brief, Recent Developments in the Social Security Administration’s Representative Payee Program, highlights major issues addressed at its September 2018 policy forum and in its January 2019 public comment. The brief also reports on continued Board concerns, which include the use of evidence to inform policy changes, the implementation of the new payee monitoring process, and communication between SSA leadership and the broader public. 

The Social Security Advisory Board recommends shifting death data collection to Treasury
Posted on: 6/18/2019
The Board's latest report, Social Security and the Death Master File, examines SSA's process to collect and disseminate death data to learn why living people are recorded as dead by SSA. The report details why SSA’s death data collection and dissemination should be shifted to the Department of the Treasury (Treasury) Do Not Pay portal and conducted on behalf of the federal government.
New chart collection describes Social Security's representative payee program
Posted on: 1/12/2018

To accompany the Board's report, Improving Social Security’s Representative Payee Programan interactive chart collection has been published on the board’s website.  The chart collection highlights data related to the administration of the program and illustrates the growing need for rep payees in the future.

Board recommends improvements to rep payee programs at SSA and across government
Posted on: 1/11/2018

Today, the Social Security Advisory Board (board) is releasing the culmination of two years’ work pertaining to the Social Security Administration’s (SSA’s) representative payee (rep payee) program. The report, Improving Social Security’s Representative Payee Program, outlines concrete steps to protect vulnerable beneficiaries and recipientsThe report includes recommendations for Congress, the Office of Management and Budget and SSA to strengthen the current administrative process, create better monitoring, and explore comprehensive, government-wide coordination and cross-agency reform of rep-payee processes. A link to these recommendations may be found here. To accompany the report, an interactive chart collection has been published on the board’s website.  The chart collection highlights data related to the administration of the program and emphasizes the growing need for rep payees in the future.

Board releases summary of roundtable on SSA's research agenda
Posted on: 11/17/2017

Today the Social Security Advisory Board announces the release of a new document: “Research Roundtable Summary: Participants’ views on a long-range research agenda for the Social Security Administration.” In August 2017, the board held a roundtable discussion in Washington, DC with scholars from around the country who were asked to suggest ideas for a long-range Social Security research agenda and to discuss the data needs they think are required to carry out that agenda. Additional scholars who did not attend the meeting submitted written suggestions. The document being released today summarizes thoughts and recommendations from over 30 individuals who participated in this process.

Board releases 2016 Annual Report
Posted on: 9/1/2017

The Social Security Advisory Board announces the release of its 2016 Annual Report detailing the events, publications, meetings, and site visits completed by the Board during the calendar year 2016.

Board holds public forum on making improvements to the rep payee program
Posted on: 2/14/2017

On March 27th, 2017, the Social Security Advisory Board hosted a public forum to discuss the Social Security Administration’s representative payee program. Currently, more than six million payees manage $80 billion in Social Security and Supplemental Security Income benefits for more than 3.5 million adults and 4 million children determined to be incapable of managing their benefits. Projections indicate that the number of people needing assistance will increase dramatically in the coming decades as the population ages. The forum participants discussed the process of determining capacity, best practices, collaborative efforts and new approaches from the front lines, necessary oversight, program evaluation and preparing for the future. Visit the Forum homepage for more information. 

Board visits San Francisco region
Posted on: 5/25/2016

On May 2-4, the Board visited the Social Security Administration's San Francisco Region, headquartered in Richmond, CA, for a series of meetings with  executives, managers, and front-line employees of the agency. During this trip, the Board focused on representative payee issues.

Board report issues <i>A Call to Action</i> to address the rep payee program
Posted on: 3/23/2016

More than 8 million Americans receiving Social Security and Supplemental Security Income use an SSA appointed representative payee to receive and manage their approximately $77 billion in benefits. In the first of a planned series of issue briefs, Representative Payees: A Call to Action, the Social Security Advisory Board calls on policymakers to reexamine SSA's representative payee program to better ensure that beneficiaries are protected.  Policymakers should review SSA's procedures for appointing, selecting, training and monitoring payees, and develop a plan for identifying beneficiaries with declining financial capability. These issues are not unique to Social Security and also need to be addressed in any program, public or private, where the ability of a benefit recipient or client to manage their own financial affairs is in question.

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