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  1. #1
    joco is offline Junior Member
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    Mar 2009
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    do I need an exact amount when filling out a representative payee report?

    What is the name of your state (only U.S. law)? Missouri

    We receive survivor's benefits for my niece and nephew. It's time for the annual representative payee report, and I need to know if I have to be exact with the numbers.

    I have kept almost all receipts (I think there were maybe one or 2 that might have been lost) and after adding everything up I'm only $9 less on one report and $16 on another. I have exact numbers down (minus change). We also have some in savings.

    Is this going to be a problem when they add it up since it'll show the above amounts unaccounted for? Or is there some leeway for human error? This is the first such report we have filled out, so I don't know what to expect.

    I called Social Security to ask them and got 2 different answers; one person told me it couldn't be off and the other told me to estimate.

    Do I need to round so that all of the boxes add up to the exact total for this year? Thanks!
  2. #2
    BL
    BL is offline Senior Member
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    Yes you do.

    Hint . Look up SSA.GOV representative payee and your duties .

    So much for clothing ,etc.
  3. #3
    joco is offline Junior Member
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    Quote Originally Posted by BL View Post
    Yes you do.

    Hint . Look up SSA.GOV representative payee and your duties .

    So much for clothing ,etc.
    I have those amounts, but like I said I'm off by a few dollars. Should I round up so that it evens out? I know we spent all the money the way it was supposed to be spent, I just want to make sure that rounding up is okay. There are most likely one or 2 receipts out of the whole year that grew legs. For example, if the clothing total is 100, and the food/bills etc is 100, I have $97 on one and and $94 on another. I just need to know if it's okay to round up a couple bucks.
  4. #4
    BL
    BL is offline Senior Member
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    Quote Originally Posted by joco View Post
    I have those amounts, but like I said I'm off by a few dollars. Should I round up so that it evens out? I know we spent all the money the way it was supposed to be spent, I just want to make sure that rounding up is okay. There are most likely one or 2 receipts out of the whole year that grew legs. For example, if the clothing total is 100, and the food/bills etc is 100, I have $97 on one and and $94 on another. I just need to know if it's okay to round up a couple bucks.
    LOl grew legs ? What are we 3 legged frogs ?

    Look ,you receive a document , round it off . SSA isn't headhunters .

    You have a limited questionnaire , even it out .

    Now if you were a thief , I wouldn't suggests it .

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