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 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?
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          Your Duties as Representative Payee
          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?
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              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 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?
							 
							
							
            (07-23)
      
            pdf iconRB-5 (132.33 KB)
      
            If you are no longer going to serve as representative payee, you will generally be required by the RRB to turn over all the railroad retirement benefits you have saved to a new representative payee. However, you may instead be required to turn over all the railroad retirement benefits you have saved to the beneficiary himself. If the beneficiary dies, any of his benefits which you have saved or invested belong to his estate, and must be turned over to the legal representative of the estate for distribution in accordance with State law or must otherwise be handled in accordance with State law. You should be able to get information about State law on this matter from your probate court or attorney.
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 Last updated: 06/29/2023