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July 01, 2022, 01:29:11 pm

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Author Topic: Benefits Reported as Saved - Representative Payee Report  (Read 658 times)

Mary, Rep for Laura

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Benefits Reported as Saved - Representative Payee Report
« on: June 07, 2022, 11:24:04 am »
Here I am again. It seems every year I have a couple questions regarding the filing of a Rep Payee Report for my 67 year old autistic sister.

In the past, I was too detailed about it. This year, I think I'm just going to devote 55% of her income to food and housing and then 45% to clothing, medical dental, recreation and personal stuff. Do those percentages make sense?

She has no savings from 4/1/21 thru 3/31/22.  However, on the report they give me, they always include the amount of savings from the prior year ($1100) as part of the Total Accountable Amount. Do I have to keep re-reporting that same savings amount each and every year if it is not spent?

Thanks so much!!


Just Me

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Re: Benefits Reported as Saved - Representative Payee Report
« Reply #1 on: June 07, 2022, 01:30:03 pm »
If she still has that amount in savings. You have to report it.
Nerve damage in upper and lower extremities. Degenerative Disc Disease, RA.

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