Benefits Reported as Saved - Representative Payee Report

[Mary, Rep for Laura]

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!!

Mary

[Just Me]

If she still has that amount in savings. You have to report it.