So what arrived in today's mail? There was a nice Christmas card from an aunt and uncle. We wish you a Very Merry Christmas too!
Unfortunately it was offset by a letter from the Social Security Administration. For those of you with elderly relatives who have been declared legally incompetent, it falls to their power of attorney to complete the annual Representative Payee report. For those who still have enough assets to be able to pay for assisted living themselves, the Social Security Administration cannot seem to comprehend that the pittance in benefits is nowhere near enough to cover expenses. Hence when their Rep. Payee reaches line 3C of the form, there is nothing left of the Social Security Benefits to put in that line. Therefore it must be completed with all zeroes. Polite explanations are provided in the remarks column on page 2. The less polite version is that unlike the government, private citizens cannot spend the same money more than once; additional funds from savings are used to cover items listed in question 3C.
Best guess is that once again this year, they have only scanned page 1 of the form that was completed and returned to them. So they send a second form for "verification" and miswrite the second question in such a way that there is no way to answer it correctly. Let me quote their question.
"You told us in question 3C that you spent $0.00 on other items for _____. Almost all beneficiaries need some personal items, regardless of their physical or mental condition or living arrangement. Personal items include such things as clothing, cosmetics or grooming aids, recreational items or activities, medical and dental items or services, room furnishings, candy or other snacks, and tobacco."
NO, that is a misrepresentation of question 3C. Please note what is missing from this statement. There should be something like "of $___ social security benefits" between the "$0.00" and the "on other items". They way this question is written, it is a form of entrapment. It is too much like the fabled question "When did you stop beating so and so?"
They then proceed to request/demand more information on personal finances and medical expenses that in the case of my mother and stepfather were not covered by any money received from Social Security. As such they have no right to ask for this information. This is a serious invasion of privacy and a glaring lack of understanding on the part of the Social Security administration of their own forms! The purpose of the representative payee report is to give an accurate accounting of how only social security benefits were spent. That was done, very accurately.
This is the second year they have done this. I seriously hope that you have a much Merrier Christmas and do not receive any letters from government agencies who seem to be incapable of reading and comprehending their own forms.



























