Comparing Representative Payees and Guardians

Comparing Representative Payees and Guardians

Pamela B. Teaster, Ph.D. Professor and Director, Center for Gerontology

Virginia Tech E-mail: pteaster@vt.edu

CENTER FOR GERONTOLOGY gerontology.vt.edu

Establishing Need

Guardianship Petition to court Any interested

person

Versus

Representative Payeeship Application to SSA Proposed payee Beneficiary Third party referral

Note: State and local oversight versus federal oversight

CENTER FOR GERONTOLOGY gerontology.vt.edu

Appointment

Guardianship

Statutory definition of incapacity

Finding based on clear & convincing evidence

Representative Payeeship

Versus

Incapacity to manage or direct the management of payments

Court finding of legal incompetency

Most children under age 18 unless emancipated

CENTER FOR GERONTOLOGY gerontology.vt.edu

Process

Guardianship

Representative Payeeship

Notice

Reviewing SSA field office

Medical statement;

investigates and reviews legal,

possible visitor or guardian Versus medical and lay evidence

ad litem investigation

Possible appointment of

counsel

Hearing, testimony,

possible presence of

person

Court order

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Selection

Guardianship Nominee in petition

Statutory preference ? Family ? Corporate ? Professional ? Public ? Volunteer

Possible background check

Representative Payeeship

Nominee in application

Versus

Regulation guidance ? Custodial Parent or Spouse ? Legal guardian ? Relative ? Friend ? Public or nonprofit agency

Background check, if applicable

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