Ask Larry

Am I In Trouble For Using My Son's Money For Him?

My minor son was supposed to have a financial review to see if he was eligible for SSI, I never received a call so I end up calling back and some weird guy was being rude to me and I ask for me son's rep pay statement so I faxed it in. They said people use the money and don't to well I did. The account was made in 2015 and it's empty now. They said they needed to review it. Am I in trouble for using the money? I used it all for him

Hi. If you have been acting as the representative payee for your son, then you shouldn't have any problem as long as you've used all of your son's benefits to pay for his needs. Representative payees aren't required to save any of a beneficiary's benefits if all of the benefits are needed to pay for the beneficiary's current needs (https://www.ssa.gov/pubs/EN-05-10076.pdf).

Best, Jerry

Posted: 
Apr 18 2022 - 6:21pm
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