Specialized: Rep Payee & More

Front

What should Interra staff focus their energy on understanding?

Back

Every kind of account offered at Interra

Front

What is Interra's commitment level to treating members?

Back

With the highest standard of respect and professionalism

Front

Which of the following is a way to make it easy to do business with Interra?
Options:
Being knowledgeable,
Reducing service options to simplify accounts,
Not allowing members to DocuSign,
Refusing an appointment if the proper document isn't given

Back

Being knowledgeable

Front

Who is obligated to use the funds from Social Security or SSI for the exclusive use and benefit of the beneficiary?

Back

The Rep Payee

Front

What is the role of VA's Fiduciary Program?

Back

To protect Veterans and other beneficiaries who are unable to manage their financial affairs

Front

Can the Rep payee be a business?

Back

Yes, with proper documentation

Front

Who will be primary on the account but will not transact and cannot sign for themselves? Options: The Social Security Administration, The rep payee, The beneficiary, The authorized signers

Back

The beneficiary

Front

What type of documentation is NOT acceptable when applying to be a rep payee? Options: A copy of the letter from SSA naming the rep payee, Corporate resolutions and documentation stating who the authorized signers are, The letter applying to be a rep payee, A copy of the check stating them as rep payee

Back

The letter applying to be a rep payee

Front

How long do you have to upload paperwork into MeridianLink after account opening?

Back

30 days

Front

What can a beneficiary do with a check made payable to them?

Back

If the check is ON US from the Rep Payee and we verify the signature, they can cash it.