20 CFR 404.2055 – When representative payment will be stopped
If a beneficiary receiving representative payment shows us that he or she is mentally and physically able to manage or direct the management of benefit payments, we will make direct payment. Information which the beneficiary may give us to support his or her request for direct payment include the following—
Terms Used In 20 CFR 404.2055
- Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
- Evidence: Information presented in testimony or in documents that is used to persuade the fact finder (judge or jury) to decide the case for one side or the other.
(a) A physician’s statement regarding the beneficiary’s condition, or a statement by a medical officer of the institution where the beneficiary is or was confined, showing that the beneficiary is able to manage or direct the management of his or her funds; or
(b) A certified copy of a court order restoring the beneficiary’s rights in a case where a beneficiary was adjudged legally incompetent; or
(c) Other evidence which establishes the beneficiary’s ability to manage or direct the management of benefits.