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              -  Home 
              -                   Your Duties as Representative Payee              

## Topics

-  What are my duties as a representative payee? 
-  What should I do with the Railroad retirement benefits? 
-  What should I do if the beneficiary is receiving health care under the Medicare health insurance program? 
-  How must I account for the railroad retirement benefits? 
-  How should I use the railroad retirement benefits of a person who is in a nursing home or other institution? 
-  When may railroad retirement benefits be used to support the beneficiary's legally dependent spouse, legally dependent child, or legally dependent parent? 
-  May I pay old bills of the person for whom I am receiving railroad retirement benefits? 
-  How should I invest the railroad retirement benefits I am receiving on behalf of another person? 
-  What should I do with the railroad retirement benefits I have saved if I cease to be the representative payee for the beneficiary or if the beneficiary dies? 
-  What must I report about changes in the care and guardianship of the beneficiary? 
-  Where can I get additional information? 

 

RB-5
 

**The following is excerpted from the RB-5 pamphlet**

**Events Which Must Be Reported to the RRB**

A representative payee is responsible for knowing what events will affect the beneficiary's continuing right to monthly benefits. The payee is also responsible for promptly reporting the occurrence of such events to the RRB.

**The events are as follows:**
                        - The beneficiary marries, remarries, or divorces.
                        - Your address changes.
                        - The beneficiary's address changes.
                        - The beneficiary is convicted of a felony.
                        - The beneficiary performs any work, including self-employment.
                        - The beneficiary begins to receive a public service pension, or there is a change in the amount of the pension.
                        - An application for social security benefits is filed for the beneficiary on any person's earnings record.
                        - The beneficiary is outside the United States for more than 30 consecutive days.
                        - The beneficiary dies.
                        - A student beneficiary graduates from high school or ceases full-time attendance.

You have accepted the responsibility of receiving and using Railroad Retirement Act annuity payments or health insurance benefits for another person.

Payments will be made to you for the beneficiary because it has been decided that this will best serve the interest of the beneficiary. When payments are made in this way through a representative payee, it is generally because they are for a child, or an adult who is incapable of using the benefits in his own interest.

The following discusses your responsibility in handling the other person's railroad retirement benefit payments. The nearest Railroad Retirement Board office will be glad to answer any questions you have. Most Railroad Retirement Board offices are open to the public from 9:00 a.m. to 3:30 p.m., Monday, Tuesday, Thursday, and Friday, and from 9:00 a.m. to 12:00 p.m. on Wednesday. If you need to speak to an RRB representative, call 1-877-772-5772.

**Note**: If you live outside the United States, you will want to keep in touch with your nearest U.S. Foreign Embassy.

-  What are my duties as a representative payee? 
-  What should I do with the Railroad retirement benefits? 
-  What should I do if the beneficiary is receiving health care under the Medicare health insurance program? 
-  How must I account for the railroad retirement benefits? 
-  How should I use the railroad retirement benefits of a person who is in a nursing home or other institution? 
-  When may railroad retirement benefits be used to support the beneficiary's legally dependent spouse, legally dependent child, or legally dependent parent? 
-  May I pay old bills of the person for whom I am receiving railroad retirement benefits? 
-  How should I invest the railroad retirement benefits I am receiving on behalf of another person? 
-  What should I do with the railroad retirement benefits I have saved if I cease to be the representative payee for the beneficiary or if the beneficiary dies? 
-  What must I report about changes in the care and guardianship of the beneficiary? 
-  Where can I get additional information? 

   

What are my duties as a representative payee? **›**

   

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								Last updated: 06/29/2023