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See Relevant Reports by the Social Security Advisory Board

Readings Relevant to Forum Panels

Panel 1: Sounding the Alarm

Weathers, Anguelov, and Ravida: "Adult OASDI Beneficiaries and SSI Recipients Who Need Representative Payees: Projections for 2025 and 2035" (May 2015)

Han and Lachs: "Age-Associated Financial Vulnerability: An Emerging Public Health Issue" (October 2015)

Social Security Advisory Board: "Representative Payees: A Call to Action" (March 2016)


Panel 2: Identifying Who Needs a Representative Payee

Sanzenbacher and Belbase: "Cognitive Impairment and Social Security's Representative Payee Program" (November 2016)

The National Academies of Sciences, Engineering, and Medicine: "Informing Social Security's Process for Financial Capability Determination (March 2016)


Panel 3: Perspectives from the Front Lines (Payee Websites)


National Association of Organizational Representative Payees

Bread for the City

SMILE Payee Services


Panel 4: Monitoring Representative Payee Performance

Cate Boyko: "Trust Betrayed: Financial Abuse of Older Americans by Guardians and Others in Power" (November 2016)

Social Security Administration, Office of the Inspector General: "Protection and Advocacy Agencies' Reviews of Organizational Representative Payees" (August 2013)

Social Security Administration: "Annual Report on the Results of Periodic Representative Payee Site Reviews and Other Reviews" (January 2017)


Panel 5: The Way Forward

Justice in Aging: "How SSA Can Improve the Representative Payee Program to Protect Vulnerable Seniors" (June 2016)

Administrative Conference of the United States: "SSA Representative Payee: Survey of State Guardianship Laws and Court Practices" (December 2014)


Recent Reports from Office of the Inspector General, Social Security Administration 

Beneficiaries Whose Payments Have Been Suspended for No Child in Care and Who Are Serving as Representative Payees for Children (February 2017)

Individual Representative Payees Who Do Not Have a Social Security Number in the Social Security Administration's Payment Records (February 2017)

Active Representative Payees Who Are Not in the Social Security Administration’s Electronic Representative Payee System (February 2017)

Disabled Beneficiaries Receiving Direct Payments Who Previously Had a Representative Payee (December 2016)

Benefits Payable to Child Beneficiaries Whose Benefits Were Withheld Pending the Selection of a Representative Payee (September 2016)


Testimony from Congressional Hearing on Representative Payees, February 7, 2017

Marianna LaCanfora, Acting Deputy Commissioner, Office of Retirement and Disability Policy, Social Security Administration

Dr. Paul Appelbaum, Elizabeth K. Dollard Professor of Psychiatry, Medicine & Law, Columbia University

Lindsay Nichols, Senior Attorney, The Law Center to Prevent Gun Violence/Americans for Responsible Solutions

Gale Stallworth Stone, Acting Inspector General, Social Security Administration

Watch the full hearing


Government Accountability Office Reports

Elder Justice: More Federal Coordination and Public Awareness Needed (July 2013)

SSA Representative Payee Program: Addressing Long-Term Challenges Requires a More Strategic Approach (May 2013)


Other Readings

Social Security Administration, FY2016 Annual Report on the Results of Periodic Representative Payee Site Reviews and Other Reviews (January 2017)

Justice in Aging, Issue Brief on Improving the Representative Payee Program to Protect Vulnerable Seniors (June 2016)

Administrative Conference of the United States, Survey of State Guardianship Laws and Court Practices (December 2014)

National Research Council, Report on Improving the Social Security Representative Payee Program (2007)