Advance Designation of Representative Payee

ICR 202308-0960-007

OMB: 0960-0814

Federal Form Document

Forms and Documents
Document
Name
Status
Form
Modified
Justification for No Material/Nonsubstantive Change
2023-08-21
Supplementary Document
2022-10-27
Supporting Statement A
2023-01-03
ICR Details
0960-0814 202308-0960-007
Received in OIRA 202208-0960-001
SSA
Advance Designation of Representative Payee
No material or nonsubstantive change to a currently approved collection   No
Regular 08/23/2023
  Requested Previously Approved
03/31/2026 03/31/2026
2,942,388 2,942,388
987,364 987,364
0 0

On April 13, 2018, the President signed into law The Strengthening Protections for Social Security Beneficiaries Act of 2018, also known as Pub.L.115-165. Section 201 of the law allows SSA beneficiaries and applicants under Title II, Title VIII and Title XVI, of the Act to designate individuals to serve as a representative payee should the need arise in the future. Section 201(j)(2) of the Act provides the requirements for selecting a qualified representative payee. SSA only offers the option to advance designate to capable adults and emancipated minors. Beneficiaries who have an assigned representative payee, or have a representative application in process, cannot advance designate. Form SSA-4547, Advance Designation of Representative Payee, allows beneficiaries or applicants the option to designate individuals in order of priority, to serve as a representative. Beneficiaries or applicants can update or change the advance designee order of priority at any time. SSA uses the information on Form SSA-4547 to select a qualified representative payee in order of priority. If the selected representative payee is unable or unwilling to serve, or meet SSA requirements. SSA will select another representative payee to serve in the beneficiaries and applicants best interest. SSA will notify beneficiaries annually of the individuals they chose in advance to be their representative payee. The respondents are SSA beneficiaries and claimants who want to choose an advance designate representative. We are making minor revisions to the SSA-4547 to remove the signature block field, and we are relocating the Privacy Act Statement on the iClaim Screens to appear prior to the respondent submitting information.

PL: Pub.L. 115 - 165 201 Name of Law: The Strengthening Protections for Social Security Beneficiaries Act of 2018
  
PL: Pub.L. 115 - 165 201 Name of Law: Protections for Social Security Beneficiaries Act of 2018

Not associated with rulemaking

  87 FR 60721 10/06/2022
87 FR 80574 12/30/2022
No

  Total Request Previously Approved Change Due to New Statute Change Due to Agency Discretion Change Due to Adjustment in Estimate Change Due to Potential Violation of the PRA
Annual Number of Responses 2,942,388 2,942,388 0 0 0 0
Annual Time Burden (Hours) 987,364 987,364 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No
When we last cleared this IC in 2020, the burden was 1,173,919 hours. However, we are currently reporting a burden of 206,574 hours. This change stems from a decrease in the number of responses from 11,739,194 to 2,942,388. In our 2020 clearance package, our burden figures reflected the assumption that all individuals given the option to advance designate, would choose to do so. However, some individuals chose to waive their right to advance designation. The choice to waive the right to advance designation has a lower burden time per response than the choice to submit an advance designation. Therefore, the initial data was an overestimate on our part, assuming that 100% of eligible claimants and beneficiaries will advance designate. These figures represent current Management Information data. Note: The total burden reflected in ROCIS is 987,364, while the burden cited in #12 of the Supporting Statement is 206,574. This discrepancy is because the ROCIS burden reflects the following components: field office waiting time + a rough estimate of a 30-minute, one-way, drive burden. In contrast, the chart in #12 of the Supporting Statement reflects actual burden.

$8,580,542
No
    Yes
    Yes
No
No
No
No
Faye Lipsky 410 965-8783 faye.lipsky@ssa.gov

  No

On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
 
 
 
 
 
 
 
    (i) Why the information is being collected;
    (ii) Use of information;
    (iii) Burden estimate;
    (iv) Nature of response (voluntary, required for a benefit, or mandatory);
    (v) Nature and extent of confidentiality; and
    (vi) Need to display currently valid OMB control number;
 
 
 
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
08/23/2023


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