Specialized: Rep Payee & More

What should Interra staff focus their energy on understanding?

• Only the accounts they frequently use

• Every kind of account offered at Interra

• Only the most popular services

• Only the issues related to their specific branch

What is Interra's commitment level to treating members?

• With the highest standard of respect and professionalism

• With a basic level of courtesy

• With a focus on efficiency over service

• With a preference for online interaction

Which of the following is a way to make it easy to do business with Interra?

• Being knowledgeable

• Reducing service options to simplify accounts

• Not allowing members to DocuSign

• Refusing an appointment if the proper document isn't given

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

• The Social Security Administration

• The beneficiary themselves

• The Rep Payee

• The Department of Veteran Affairs

What is the role of VA's Fiduciary Program?

• To manage the Social Security Administration

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

• To provide medical documentation for court cases

• To serve and advocate for people with intellectual and developmental disabilities

Can the Rep payee be a business?

• Yes, with proper documentation

• No, it can only be an individual

Who will be primary on the account but will not transact and cannot sign for themselves?

• The Social Security Administration

• The rep payee

• The beneficiary

• The authorized signers

What type of documentation is NOT acceptable when applying to be a rep payee?

• 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

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

• 15 days

• 30 days

• 45 days

• 60 days

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

• Nothing, the rep payee must handle it

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

• They can endorse the check to someone else.