{
  "canonical_url": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency",
  "columns": [
    "id",
    "agency",
    "agency_name",
    "permission",
    "scope",
    "official_forms_json",
    "submission",
    "processing",
    "while_well",
    "if_cannot_decide",
    "after_death",
    "ends_at_death",
    "guide",
    "office_url",
    "complete_row_json",
    "fact_slugs",
    "source_urls",
    "publishers",
    "source_provenance_json",
    "checked_on",
    "next_check_on"
  ],
  "content_sha256": "73ee4a0e73b1af9d2a428f402dec02d80bb2c6d8f1860f2c1a856c0b73c5d866",
  "dataset_version": "1",
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "name": "Who can act with each agency",
  "note": "General information, not legal advice. Each row links to the official source we checked.",
  "publisher": "Plan Before You Die",
  "rows": [
    {
      "after_death": "Conserved funds become estate property. Give them to the estate's legal representative, or ask the probate court for instructions.",
      "agency": "ssa",
      "agency_name": "Social Security Administration",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"ssa\", \"agency_label\": \"Social Security Administration\", \"capacity\": {\"facts\": [\"s08-ssa-payee-scope\"], \"text\": \"SSA appoints a payee for a beneficiary unable to manage or direct management of benefits.\"}, \"death\": {\"facts\": [\"s08-ssa-payee-estate-funds\"], \"text\": \"Conserved funds become estate property. Give them to the estate's legal representative, or ask the probate court for instructions.\"}, \"ends_at_death\": {\"facts\": [\"s08-ssa-payee-estate-funds\"], \"text\": \"After death, conserved funds pass to the estate rather than remaining under ongoing benefit management.\"}, \"facts\": [\"s08-ssa-payee-application\", \"s08-ssa-payee-capability\", \"s08-ssa-payee-estate-funds\", \"s08-ssa-payee-interview\", \"s08-ssa-payee-scope\", \"s08-ssa-poa-not-payee\"], \"forms\": [{\"facts\": [\"s08-ssa-payee-application\", \"s08-ssa-payee-interview\"], \"name\": \"SSA-11. Request to be selected as payee. Official application guidance.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://secure.ssa.gov/poms.nsf/lnx/0200502115\"}], \"guide\": null, \"id\": \"ssa-payee\", \"label\": \"Representative payee\", \"notes\": [{\"facts\": [\"s08-ssa-poa-not-payee\"], \"text\": \"A power of attorney, joint bank account or claims-representative appointment does not replace SSA payee appointment.\"}], \"office_url\": \"https://www.ssa.gov/payee/faqrep.htm\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-ssa-payee-scope\"], \"text\": \"Receive and manage Social Security or SSI benefits when SSA decides the beneficiary cannot manage or direct their management.\"}, \"submission\": {\"facts\": [\"s08-ssa-payee-application\", \"s08-ssa-payee-interview\"], \"text\": \"Contact an SSA office. SSA takes the payee application and identity evidence. A mailed, faxed or dropped-off paper SSA-11-BK is a lead followed by an interview.\"}, \"well\": {\"facts\": [\"s08-ssa-payee-capability\"], \"text\": \"SSA presumes adults capable of managing benefits and gathers evidence before deciding a payee is needed.\"}}",
      "ends_at_death": "After death, conserved funds pass to the estate rather than remaining under ongoing benefit management.",
      "fact_slugs": "s08-ssa-payee-application; s08-ssa-payee-capability; s08-ssa-payee-estate-funds; s08-ssa-payee-interview; s08-ssa-payee-scope; s08-ssa-poa-not-payee",
      "guide": "",
      "id": "ssa-payee",
      "if_cannot_decide": "SSA appoints a payee for a beneficiary unable to manage or direct management of benefits.",
      "next_check_on": "2027-10-22",
      "office_url": "https://www.ssa.gov/payee/faqrep.htm",
      "official_forms_json": "[{\"facts\": [\"s08-ssa-payee-application\", \"s08-ssa-payee-interview\"], \"name\": \"SSA-11. Request to be selected as payee. Official application guidance.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://secure.ssa.gov/poms.nsf/lnx/0200502115\"}]",
      "permission": "Representative payee",
      "processing": "Not published",
      "publishers": "Social Security Administration",
      "scope": "Receive and manage Social Security or SSI benefits when SSA decides the beneficiary cannot manage or direct their management.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Contact the Social Security office nearest you to apply to be a payee. You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity. You will need to provide your social security number, or if you represent an organization, the organization's employer identification number. Usually, you must complete the payee application with us face-to-face.\", \"slug\": \"s08-ssa-payee-application\", \"source_url\": \"https://www.ssa.gov/payee/faqrep.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"We presume an adult is capable to manage his or her own benefits. If it appears this may not be true, we gather evidence to decide if we need to appoint a representative payee.\", \"slug\": \"s08-ssa-payee-capability\", \"source_url\": \"https://www.ssa.gov/payee/faqrep.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"In the event of the beneficiary's death, conserved funds become the property of the beneficiary's estate. Rather than returning them to us, you must give them to the legal representative of the deceased beneficiary's estate for disposition under State law. If no legal representative exists, you must contact the State probate court (or the State agency handling estate matters) for instructions on what to do with the remaining conserved funds.\", \"slug\": \"s08-ssa-payee-estate-funds\", \"source_url\": \"https://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1622.html\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Faxed, mailed, or dropped off SSA-11-BK's are leads and you must follow up with a face-to-face, telephone, or VSD interview.\", \"slug\": \"s08-ssa-payee-interview\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0200502115\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"A representative payee is a person or an organization. We appoint a payee to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of his or her benefits. A payee’s main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs. A payee must also keep records of expenses. When we request a report, a payee must provide an accounting to us of how he or she used or saved the benefits.\", \"slug\": \"s08-ssa-payee-scope\", \"source_url\": \"https://www.ssa.gov/payee/faqrep.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Being an authorized representative, having power of attorney, or a joint bank account with the beneficiary is not the same as being a payee. These arrangements do not give legal authority to negotiate and manage a beneficiary's Social Security and/or SSI benefits. In order to be a payee, you must apply for and be appointed by Social Security.\", \"slug\": \"s08-ssa-poa-not-payee\", \"source_url\": \"https://www.ssa.gov/payee/faqrep.htm\"}]",
      "source_urls": "https://secure.ssa.gov/poms.nsf/lnx/0200502115; https://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1622.html; https://www.ssa.gov/payee/faqrep.htm",
      "submission": "Contact an SSA office. SSA takes the payee application and identity evidence. A mailed, faxed or dropped-off paper SSA-11-BK is a lead followed by an interview.",
      "while_well": "SSA presumes adults capable of managing benefits and gathers evidence before deciding a payee is needed."
    },
    {
      "after_death": "The existing appointment continues in a pending case after the claimant dies. A qualifying substitute party or survivor entitled to an underpayment can revoke it or appoint another representative.",
      "agency": "ssa",
      "agency_name": "Social Security Administration",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"ssa\", \"agency_label\": \"Social Security Administration\", \"capacity\": {\"facts\": [\"s08-ssa-claims-guardian\"], \"text\": \"A legal guardian can appoint for a claimant judged legally incompetent. Payee status alone does not authorize signing the appointment.\"}, \"death\": {\"facts\": [\"s08-ssa-claims-after-death\"], \"text\": \"The existing appointment continues in a pending case after the claimant dies. A qualifying substitute party or survivor entitled to an underpayment can revoke it or appoint another representative.\"}, \"ends_at_death\": {\"facts\": [\"s08-ssa-claims-after-death\"], \"text\": \"Not automatically. The appointment continues in the pending case until an SSA termination event occurs.\"}, \"facts\": [\"s08-ssa-claims-after-death\", \"s08-ssa-claims-current-form\", \"s08-ssa-claims-guardian\", \"s08-ssa-claims-scope\", \"s08-ssa-claims-submission\", \"s08-ssa-poa-not-payee\", \"s08-ssa1696-revision\"], \"forms\": [{\"facts\": [\"s08-ssa-claims-current-form\"], \"name\": \"SSA-1696. Claimant's Appointment of a Representative.\", \"revision\": \"12-2024\", \"revision_facts\": [\"s08-ssa1696-revision\"], \"url\": \"https://www.ssa.gov/forms/ssa-1696.pdf\"}], \"guide\": null, \"id\": \"ssa-claims-representative\", \"label\": \"Appointed claims representative\", \"notes\": [{\"facts\": [\"s08-ssa-poa-not-payee\"], \"text\": \"Claims representation does not supply authority to manage the person's Social Security or SSI payments.\"}], \"office_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0203910040\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-ssa-claims-scope\", \"s08-ssa-claims-current-form\"], \"text\": \"Represent the claimant on a specified pending SSA claim, post-entitlement issue or other matter. Obtain case information, submit evidence and appear in proceedings.\"}, \"submission\": {\"facts\": [\"s08-ssa-claims-current-form\", \"s08-ssa-claims-submission\"], \"text\": \"Use current SSA-1696 with the required signatures. Submit through e1696, ERE, iAppeals, fax, mail or in person. Mail and in-person routing depend on the case stage.\"}, \"well\": {\"facts\": [\"s08-ssa-claims-current-form\"], \"text\": \"A claimant with a pending matter can appoint a registered individual to represent them on that matter.\"}}",
      "ends_at_death": "Not automatically. The appointment continues in the pending case until an SSA termination event occurs.",
      "fact_slugs": "s08-ssa-claims-after-death; s08-ssa-claims-current-form; s08-ssa-claims-guardian; s08-ssa-claims-scope; s08-ssa-claims-submission; s08-ssa-poa-not-payee; s08-ssa1696-revision",
      "guide": "",
      "id": "ssa-claims-representative",
      "if_cannot_decide": "A legal guardian can appoint for a claimant judged legally incompetent. Payee status alone does not authorize signing the appointment.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://secure.ssa.gov/poms.nsf/lnx/0203910040",
      "official_forms_json": "[{\"facts\": [\"s08-ssa-claims-current-form\"], \"name\": \"SSA-1696. Claimant's Appointment of a Representative.\", \"revision\": \"12-2024\", \"revision_facts\": [\"s08-ssa1696-revision\"], \"url\": \"https://www.ssa.gov/forms/ssa-1696.pdf\"}]",
      "permission": "Appointed claims representative",
      "processing": "Not published",
      "publishers": "Social Security Administration",
      "scope": "Represent the claimant on a specified pending SSA claim, post-entitlement issue or other matter. Obtain case information, submit evidence and appear in proceedings.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"If a claimant dies before we complete our action in a pending case, the representative's appointment continues until the appointment is ended by one of the events listed in GN 03910.060A.\\n\\nIn Title II and Title XVI cases, the claimant’s substitute party or qualifying survivor (in the order of priority stated in GN 02301.030A.1. for Title II cases and in SI 02101.003A.1. for Title XVI cases) who is entitled to an underpayment has the authority to:\\n\\n•\\n\\nRevoke the appointment of the previously appointed representative; and\\n\\n•\\n\\nAppoint a new representative.\", \"slug\": \"s08-ssa-claims-after-death\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/links/0203910060\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"At any time during the administrative process, an individual who has a claim, post-entitlement issue, or other interest in a matter pending before us can appoint a registered individual to represent them. Claimants must use our standard form to appoint a representative, see SSA-1696 (Claimant's Appointment of a Representative).\", \"slug\": \"s08-ssa-claims-current-form\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0203910040\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Only the following individuals can appoint a representative:\\n\\n•\\n\\nThe claimant;\\n\\n•\\n\\nAny affected auxiliary beneficiary (for that beneficiary's own representation) or eligible spouse (for that spouse's own representation);\\n\\n•\\n\\nA parent of a minor claimant under age 18. However, in cases where we determine a claimant under age 18 is capable and does not require a payee, that minor claimant may also appoint and revoke the representative. For information on determining the capability of children, see GN 00502.070; or\\n\\n•\\n\\nA legal guardian for a claimant judged legally incompetent.\\n\\n–\\n\\nFor information on legal evidence of incompetency, see GN 00502.023.\\n\\n–\\n\\nFor information on guardianship, see GN 00502.139.\\n\\n–\\n\\nFor information on when a legal guardian can provide consent on behalf of an individual see, GN 03305.005.\\n\\n–\\n\\nFor a digest of state guardianship laws, see GN 00502.300.\\n\\nNOTE: Appointed representatives, representative payees (other than a parent or guardian), and third-party proper applicants may not sign a Form SSA-1696 on behalf of a claimant to appoint or revoke a representative.\", \"slug\": \"s08-ssa-claims-guardian\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0203910040\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"An appointed representative can act on a claimant's behalf on a pending case from the time the appointment begins until the appointment ends.\\n\\nFor the definition of “case,” see GN 03910.001B, and for information about events that end a representative's appointment, see GN 03910.060A.\\n\\nThe scope of an appointed representative’s authority, on behalf of the claimant, includes:\\n\\n•\\n\\nObtaining information about the pending claim, matter, or issue that we would generally provide to the claimant, including additional evidence, consultative examination reports, and determinations or decisions regarding the claim or any affected auxiliary beneficiary.\\n\\n•\\n\\nExamining any documents to which the claimant would have access.\\n\\n•\\n\\nReceiving notification of any determinations or decisions made in the case, including those regarding auxiliary beneficiaries, if applicable.\\n\\n•\\n\\nSubmitting evidence or other written statements.\\n\\n•\\n\\nBeing informed of any additional evidence needed to support the claim.\\n\\n•\\n\\nAppearing at interviews, conferences, non-medical appointments, or hearings, either alone or with the claimant.\\n\\n•\\n\\nMaking statements about facts and law.\\n\\n•\\n\\nMaking any request or providing any report or notice about the proceedings before SSA.\\n\\nFor information about disclosing information to an appointed representative, see GN 03316.125. For information about representation of an affected auxiliary beneficiary and disclosure of their records, see GN 03910.025C.\\n\\nAn appointed representative may not:\\n\\n•\\n\\nSign an application on behalf of the claimant (unless the representative is a proper applicant);\\n\\n•\\n\\nTestify in place of the claimant at an administrative hearing;\\n\\n•\\n\\nChange the claimant's personal information (e.g., first or last name or mailing address) or financial institution information (e.g., direct deposit bank account) in our records unless the appointed representative is otherwise qualified to do so (e.g., a parent of a minor child or a legal guardian); or\\n\\n•\\n\\nDelegate the authority to represent the claimant or perform \\\"representational services\\\" to anyone the claimant has not appointed as a representative.\\n\\nFor more information on a proper applicant, see GN 00204.003. For information on change of address requests, see GN 02605.001. For information on third parties who may not consent to the disclosure of records on behalf of another individual, see GN 03305.006. For examples of duties that an appointed representative can delegate to an associate, see GN 03910.025B.\", \"slug\": \"s08-ssa-claims-scope\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0203910025\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"A representative and claimant may electronically complete and submit an e1696 through a portal found at https://secure.ssa.gov/ssa1696/front-end. The representative or claimant can also file the paper Form SSA-1696 through any of the following methods:\\n\\n•\\n\\nElectronic records express (ERE) portal,\\n\\n•\\n\\niAppeals portal,\\n\\n•\\n\\nElectronic Fax (eFax) or analog fax (fax numbers are available at https://www.ssa.gov/locator/, or by calling us at 1-800-772-1213),\\n\\n•\\n\\nMail, or\\n\\n•\\n\\nIn person.\\n\\nIf filing the Form SSA-1696 by mail or in person, the claimant or representative must file the paper form with the claimant's servicing FO at the initial and reconsideration levels, with the Office of Hearing Operations (OHO) if the claim is pending at the hearings level, with the Office of Appellate Operations (OAO) if the claimant requested a review of the hearing-level action, or with OHO or OAO if the case is pending with that component following a court remand.\", \"slug\": \"s08-ssa-claims-submission\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/lnx/0203910040\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Being an authorized representative, having power of attorney, or a joint bank account with the beneficiary is not the same as being a payee. These arrangements do not give legal authority to negotiate and manage a beneficiary's Social Security and/or SSI benefits. In order to be a payee, you must apply for and be appointed by Social Security.\", \"slug\": \"s08-ssa-poa-not-payee\", \"source_url\": \"https://www.ssa.gov/payee/faqrep.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Form SSA-1696 (12-2024) UF\", \"slug\": \"s08-ssa1696-revision\", \"source_url\": \"https://www.ssa.gov/forms/ssa-1696.pdf\"}]",
      "source_urls": "https://secure.ssa.gov/poms.nsf/links/0203910060; https://secure.ssa.gov/poms.nsf/lnx/0203910025; https://secure.ssa.gov/poms.nsf/lnx/0203910040; https://www.ssa.gov/forms/ssa-1696.pdf; https://www.ssa.gov/payee/faqrep.htm",
      "submission": "Use current SSA-1696 with the required signatures. Submit through e1696, ERE, iAppeals, fax, mail or in person. Mail and in-person routing depend on the case stage.",
      "while_well": "A claimant with a pending matter can appoint a registered individual to represent them on that matter."
    },
    {
      "after_death": "SSA does not select an advance designee when it determines that the beneficiary has died.",
      "agency": "ssa",
      "agency_name": "Social Security Administration",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"ssa\", \"agency_label\": \"Social Security Administration\", \"capacity\": {\"facts\": [\"s08-ssa-advance-selection\", \"s08-ssa-advance-no-agent-designation\"], \"text\": \"SSA considers and evaluates the named people if a payee becomes necessary. A person named in a power of attorney cannot advance designate for someone else.\"}, \"death\": {\"facts\": [\"s08-ssa-advance-deceased-not-selected\"], \"text\": \"SSA does not select an advance designee when it determines that the beneficiary has died.\"}, \"ends_at_death\": {\"facts\": [\"s08-ssa-advance-deceased-not-selected\"], \"text\": \"SSA does not select the designee as payee once the beneficiary is deceased.\"}, \"facts\": [\"s08-ssa-advance-deceased-not-selected\", \"s08-ssa-advance-no-agent-designation\", \"s08-ssa-advance-not-appointment\", \"s08-ssa-advance-paper-route\", \"s08-ssa-advance-scope\", \"s08-ssa-advance-selection\", \"s08-ssa-advance-submission\"], \"forms\": [{\"facts\": [\"s08-ssa-advance-paper-route\"], \"name\": \"SSA-4547. Advance Designation of Representative Payee. Ask SSA for the current paper form.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://secure.ssa.gov/poms.nsf/links/0200502085\"}], \"guide\": {\"label\": \"Read our advance designation guide\", \"path\": \"/guides/benefits/social-security-advance-designation\"}, \"id\": \"ssa-advance-designation\", \"label\": \"Advance designation of a possible payee\", \"notes\": [], \"office_url\": \"https://www.ssa.gov/payee/advance_designation.htm?tl=2\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-ssa-advance-scope\", \"s08-ssa-advance-not-appointment\"], \"text\": \"Name up to three people SSA may consider as a future representative payee. This is not a payee appointment or a power of attorney.\"}, \"submission\": {\"facts\": [\"s08-ssa-advance-submission\", \"s08-ssa-advance-paper-route\"], \"text\": \"Use a personal my Social Security account, telephone, an SSA office, or mail through SSA-4547 provided by SSA.\"}, \"well\": {\"facts\": [\"s08-ssa-advance-scope\"], \"text\": \"Capable adult and emancipated-minor applicants or beneficiaries may name possible future payees.\"}}",
      "ends_at_death": "SSA does not select the designee as payee once the beneficiary is deceased.",
      "fact_slugs": "s08-ssa-advance-deceased-not-selected; s08-ssa-advance-no-agent-designation; s08-ssa-advance-not-appointment; s08-ssa-advance-paper-route; s08-ssa-advance-scope; s08-ssa-advance-selection; s08-ssa-advance-submission",
      "guide": "/guides/benefits/social-security-advance-designation",
      "id": "ssa-advance-designation",
      "if_cannot_decide": "SSA considers and evaluates the named people if a payee becomes necessary. A person named in a power of attorney cannot advance designate for someone else.",
      "next_check_on": "2027-10-22",
      "office_url": "https://www.ssa.gov/payee/advance_designation.htm?tl=2",
      "official_forms_json": "[{\"facts\": [\"s08-ssa-advance-paper-route\"], \"name\": \"SSA-4547. Advance Designation of Representative Payee. Ask SSA for the current paper form.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://secure.ssa.gov/poms.nsf/links/0200502085\"}]",
      "permission": "Advance designation of a possible payee",
      "processing": "Not published",
      "publishers": "Social Security Administration",
      "scope": "Name up to three people SSA may consider as a future representative payee. This is not a payee appointment or a power of attorney.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"In instances where a designee files an application to serve as payee and we subsequently\\ndetermine that the beneficiary is capable, deceased or no longer eligible for benefits, we will not\\nselect the designee and will record the non-selection in our records. 6\", \"slug\": \"s08-ssa-advance-deceased-not-selected\", \"source_url\": \"https://www.ssa.gov/legislation/Advance%20Designation%20of%20Representative%20Payee.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Advance designation is not a power of attorney. In addition, a person named in a power of attorney cannot advance designate on behalf of an incapable or capable beneficiary or claimant.\", \"slug\": \"s08-ssa-advance-no-agent-designation\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/links/0200502085\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Advance designation is not\\n\\n\\nAn indication of your capability to manage or direct the management of your benefits.\\n\\n\\nAn indication of someone's suitability to serve as a representative payee.\\n\\n\\nAn appointment of a representative payee.\\n\\n\\nPower of attorney.\", \"slug\": \"s08-ssa-advance-not-appointment\", \"source_url\": \"https://www.ssa.gov/payee/advance_designation.htm?tl=2\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Beneficiaries and claimants may provide their advance designation:\\n\\n•\\n\\nonline using mySSA and iClaim;\\n\\n•\\n\\nthe field office;\\n\\n•\\n\\nby telephone; or\\n\\n•\\n\\nby mail using Form SSA-4547 – Advance Designation of Representative Payee.\\n\\n2. \\nADRP Intranet applications\\n\\nTechnicians can access the ADRP intranet application via:\\n\\n•\\n\\nMCS Claims Systems path;\\n\\n•\\n\\nSSI Claims System path; and,\\n\\n•\\n\\nADRP link on iMain\\n\\n3. \\nADRP Internet applications\\n\\nThe public can access the ADRP internet application via mySSA. The public may also provide advance designation information in an application filed via iClaim.\\n\\n4. \\nSSA-4547 – Advance Designation of Representative Payee\\n\\nForm SSA-4547 - Advance Designation of Representative Payee is available in fillable and printable PDF version via inForm that we can give as a handout or by mail.\", \"slug\": \"s08-ssa-advance-paper-route\", \"source_url\": \"https://secure.ssa.gov/poms.nsf/links/0200502085\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"To help protect what is important to you, we offer the option to advance designate a representative payee. Advance designation allows you to designate up to three individuals who could serve as a representative payee for you if the need ever arises.\\n\\nWe offer advance designation to capable adults and emancipated minors who are applying for or receiving Social Security benefits, Supplemental Security Income, or Special Veterans Benefits. If you become unable to manage, or direct others to manage your benefits in the future, you will have peace of mind knowing that someone you trust may be appointed to manage your benefits for you.\", \"slug\": \"s08-ssa-advance-scope\", \"source_url\": \"https://www.ssa.gov/payee/advance_designation.htm?tl=2\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"We only contact advance designees if we need to find a representative payee to assist you in managing your benefits. We will first consider your advance designees, but we still fully evaluate them to determine their suitability at that time.\", \"slug\": \"s08-ssa-advance-selection\", \"source_url\": \"https://www.ssa.gov/payee/advance_designation.htm?tl=2\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"You can submit and update your advance designation request when you apply for benefits or after you are already receiving benefits. You may do so by direct electronic submission through your personal my Social Security account, or by contacting us via telephone at 1-800-772-1213 (TTY 1-800-325-0778) or your local office.\", \"slug\": \"s08-ssa-advance-submission\", \"source_url\": \"https://www.ssa.gov/payee/advance_designation.htm?tl=2\"}]",
      "source_urls": "https://secure.ssa.gov/poms.nsf/links/0200502085; https://www.ssa.gov/legislation/Advance%20Designation%20of%20Representative%20Payee.pdf; https://www.ssa.gov/payee/advance_designation.htm?tl=2",
      "submission": "Use a personal my Social Security account, telephone, an SSA office, or mail through SSA-4547 provided by SSA.",
      "while_well": "Capable adult and emancipated-minor applicants or beneficiaries may name possible future payees."
    },
    {
      "after_death": "Not published",
      "agency": "ssa",
      "agency_name": "Social Security Administration",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"ssa\", \"agency_label\": \"Social Security Administration\", \"capacity\": {\"facts\": [\"s08-ssa-consent-guardian\"], \"text\": \"A legal guardian may provide paper consent for an adult declared legally incompetent, with guardianship proof and a wet signature. SSA does not accept electronic consent for that adult.\"}, \"death\": {\"facts\": [], \"text\": \"Not published\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-ssa-consent-competent-adult\", \"s08-ssa-consent-electronic\", \"s08-ssa-consent-electronic-form\", \"s08-ssa-consent-guardian\", \"s08-ssa-consent-paper-submission\", \"s08-ssa-consent-scope\", \"s08-ssa-consent-specific-records\", \"s08-ssa-consent-validity\", \"s08-ssa3288-revision\"], \"forms\": [{\"facts\": [\"s08-ssa-consent-scope\"], \"name\": \"SSA-3288. Consent for Release of Information.\", \"revision\": \"04-2026\", \"revision_facts\": [\"s08-ssa3288-revision\"], \"url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"facts\": [\"s08-ssa-consent-electronic\", \"s08-ssa-consent-electronic-form\"], \"name\": \"SSA-3288-OP1. Electronic consent route for the adult record holder.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html\"}], \"guide\": null, \"id\": \"ssa-consent\", \"label\": \"Consent to release information\", \"notes\": [{\"facts\": [\"s08-ssa-consent-validity\"], \"text\": \"Unless otherwise specified, consent permits one use. It lasts one year, or 90 days when medical records are requested.\"}], \"office_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-ssa-consent-scope\", \"s08-ssa-consent-specific-records\"], \"text\": \"Authorize SSA to release specified records to a named person or organization. The consent describes information disclosure.\"}, \"submission\": {\"facts\": [\"s08-ssa-consent-paper-submission\", \"s08-ssa-consent-electronic\"], \"text\": \"Send or bring paper SSA-3288 to the record subject's local SSA office. The electronic route requires an adult record holder and cannot be completed for someone else.\"}, \"well\": {\"facts\": [\"s08-ssa-consent-competent-adult\"], \"text\": \"A competent adult may give written consent to release their own information to a third party.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-ssa-consent-competent-adult; s08-ssa-consent-electronic; s08-ssa-consent-electronic-form; s08-ssa-consent-guardian; s08-ssa-consent-paper-submission; s08-ssa-consent-scope; s08-ssa-consent-specific-records; s08-ssa-consent-validity; s08-ssa3288-revision",
      "guide": "",
      "id": "ssa-consent",
      "if_cannot_decide": "A legal guardian may provide paper consent for an adult declared legally incompetent, with guardianship proof and a wet signature. SSA does not accept electronic consent for that adult.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.ssa.gov/forms/ssa-3288.pdf",
      "official_forms_json": "[{\"facts\": [\"s08-ssa-consent-scope\"], \"name\": \"SSA-3288. Consent for Release of Information.\", \"revision\": \"04-2026\", \"revision_facts\": [\"s08-ssa3288-revision\"], \"url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"facts\": [\"s08-ssa-consent-electronic\", \"s08-ssa-consent-electronic-form\"], \"name\": \"SSA-3288-OP1. Electronic consent route for the adult record holder.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html\"}]",
      "permission": "Consent to release information",
      "processing": "Not published",
      "publishers": "Social Security Administration",
      "scope": "Authorize SSA to release specified records to a named person or organization. The consent describes information disclosure.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Generally, the individual who is the subject of the record and a competent adult may give us written consent to disclose information about themselves to a third party.\", \"slug\": \"s08-ssa-consent-competent-adult\", \"source_url\": \"https://secure.ssa.gov/poms.Nsf/lnx/0203305005\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"To complete an electronic consent to disclose records:\\n\\nThe records must be on the list below.\\nThe requester must be 18 years or older.\\nThe requester must be the record holder. We cannot accept electronic consent from someone completing the form on behalf of another individual.\", \"slug\": \"s08-ssa-consent-electronic\", \"source_url\": \"https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Written consent can be provided on paper, so long as it contains the individual’s valid signature and meets the consent requirements listed in GN 03305.003. See GN 03305.001C for more information. We will only accept electronic signatures for the purpose of Privacy Act consents on the Form SSA-3288-OP1 submitted through our website, www.ssa.gov/privacy.\", \"slug\": \"s08-ssa-consent-electronic-form\", \"source_url\": \"https://secure.ssa.gov/poms.Nsf/lnx/0203305005\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"We only accept written paper consents signed by legal guardians on behalf of an adult who is declared to be legally incompetent, with acceptable proof of legal guardianship. Paper consents require a “pen and ink” or “wet” signature, and must meet the consent requirements listed in GN 03305.003. Currently, we do not accept electronic consents to disclose records submitted on behalf of incompetent adults.\", \"slug\": \"s08-ssa-consent-guardian\", \"source_url\": \"https://secure.ssa.gov/poms.Nsf/lnx/0203305005\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Send or bring the completed form to the subject of the record's local servicing office. To locate the appropriate servicing office,\\nvisit https://secure.ssa.gov/ICON/main.jsp, and input the subject of the record's ZIP code.\", \"slug\": \"s08-ssa-consent-paper-submission\", \"source_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Complete this form only if you want us to give information or records about you, a minor, or a legally incompetent adult, to an\\nindividual or group (for example, a doctor or an insurance company). You may complete this form to release only the minor's non\\u0002medical records if you are the natural or adoptive parent or legal guardian, acting on behalf of a minor child. We require proof of\\nrelationship if you are not the subject of the record. We may charge a fee for providing the information if you are requesting the\\ninformation for a purpose unrelated to the administration of a program under the Social Security Act. If you are requesting\\ninformation, such as a Social Security Statement or benefit verification letter, you can also access this information by creating an\\naccount at https://www.ssa.gov/myaccount/.\", \"slug\": \"s08-ssa-consent-scope\", \"source_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"We will not honor this form unless all required fields are completed. An asterisk (*) indicates a required field. Also, we will not\\nhonor blanket requests for \\\"any and all records\\\" or the \\\"entire file.\\\" You must specify the information you are requesting and you\\nmust sign and date this form.\", \"slug\": \"s08-ssa-consent-specific-records\", \"source_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"NOTE: Unless otherwise specified, the consent form is valid for one-time use only. Also, it is valid for one year from the date of\\nsignature, unless you are requesting medical records. A consent form that includes a request for medical records is valid for 90\\ndays from the date of signature.\", \"slug\": \"s08-ssa-consent-validity\", \"source_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Social Security Administration\", \"quote\": \"Form SSA-3288 (04-2026) UF\", \"slug\": \"s08-ssa3288-revision\", \"source_url\": \"https://www.ssa.gov/forms/ssa-3288.pdf\"}]",
      "source_urls": "https://secure.ssa.gov/poms.Nsf/lnx/0203305005; https://www.ssa.gov/forms/ssa-3288.pdf; https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html",
      "submission": "Send or bring paper SSA-3288 to the record subject's local SSA office. The electronic route requires an adult record holder and cannot be completed for someone else.",
      "while_well": "A competent adult may give written consent to release their own information to a third party."
    },
    {
      "after_death": "Saved or invested benefits belong to the estate. Transfer them to the estate's legal representative, or handle them under state law.",
      "agency": "rrb",
      "agency_name": "U.S. Railroad Retirement Board",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"rrb\", \"agency_label\": \"U.S. Railroad Retirement Board\", \"capacity\": {\"facts\": [\"s08-rrb-payee-selection-authority\"], \"text\": \"RRB may appoint a payee without a court finding of incompetence and may select someone other than the legal representative.\"}, \"death\": {\"facts\": [\"s08-rrb-payee-estate-funds\"], \"text\": \"Saved or invested benefits belong to the estate. Transfer them to the estate's legal representative, or handle them under state law.\"}, \"ends_at_death\": {\"facts\": [\"s08-rrb-payee-estate-funds\"], \"text\": \"After death, saved benefits belong to the estate and follow state-law distribution.\"}, \"facts\": [\"s08-rrb-aa5-application\", \"s08-rrb-payee-advance-notice\", \"s08-rrb-payee-contact\", \"s08-rrb-payee-estate-funds\", \"s08-rrb-payee-scope\", \"s08-rrb-payee-selection-authority\", \"s08-rrb-poa-not-payee\", \"s08-rrb-rb5-revision\"], \"forms\": [{\"facts\": [\"s08-rrb-aa5-application\"], \"name\": \"AA-5. Payee-substitution instructions in the official manual, not a downloadable application.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf\"}, {\"facts\": [\"s08-rrb-payee-scope\"], \"name\": \"RB-5. Your Duties as Representative Payee. Official guide, not an application.\", \"revision\": \"02-26\", \"revision_facts\": [\"s08-rrb-rb5-revision\"], \"url\": \"https://www.rrb.gov/Benefits/RB-5\"}], \"guide\": null, \"id\": \"rrb-payee\", \"label\": \"Railroad Retirement Board representative payee\", \"notes\": [{\"facts\": [\"s08-rrb-poa-not-payee\"], \"text\": \"A power of attorney does not replace RRB's payee appointment.\"}, {\"facts\": [\"s08-rrb-payee-advance-notice\"], \"text\": \"The published 15-day advance notice lets the annuitant contest appointment. It is not a processing-time estimate.\"}], \"office_url\": \"https://www.rrb.gov/Benefits/RB-5\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-rrb-payee-scope\"], \"text\": \"Receive and use Railroad Retirement Act annuity payments for a beneficiary when RRB decides payee management best serves the beneficiary.\"}, \"submission\": {\"facts\": [\"s08-rrb-payee-contact\", \"s08-rrb-poa-not-payee\", \"s08-rrb-aa5-application\"], \"text\": \"Contact an RRB field office by telephone, in person or secure message to discuss payee appointment. The applicant must be interviewed and approved. The official manual identifies AA-5.\"}, \"well\": {\"facts\": [\"s08-rrb-payee-selection-authority\"], \"text\": \"RRB decides whether direct payment or payment to a representative payee best serves the annuitant.\"}}",
      "ends_at_death": "After death, saved benefits belong to the estate and follow state-law distribution.",
      "fact_slugs": "s08-rrb-aa5-application; s08-rrb-payee-advance-notice; s08-rrb-payee-contact; s08-rrb-payee-estate-funds; s08-rrb-payee-scope; s08-rrb-payee-selection-authority; s08-rrb-poa-not-payee; s08-rrb-rb5-revision",
      "guide": "",
      "id": "rrb-payee",
      "if_cannot_decide": "RRB may appoint a payee without a court finding of incompetence and may select someone other than the legal representative.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.rrb.gov/Benefits/RB-5",
      "official_forms_json": "[{\"facts\": [\"s08-rrb-aa5-application\"], \"name\": \"AA-5. Payee-substitution instructions in the official manual, not a downloadable application.\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf\"}, {\"facts\": [\"s08-rrb-payee-scope\"], \"name\": \"RB-5. Your Duties as Representative Payee. Official guide, not an application.\", \"revision\": \"02-26\", \"revision_facts\": [\"s08-rrb-rb5-revision\"], \"url\": \"https://www.rrb.gov/Benefits/RB-5\"}]",
      "permission": "Railroad Retirement Board representative payee",
      "processing": "Not published",
      "publishers": "U.S. Railroad Retirement Board",
      "scope": "Receive and use Railroad Retirement Act annuity payments for a beneficiary when RRB decides payee management best serves the beneficiary.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"If a representative payee is selected after an application is filed but before RR Act\\nbenefits are awarded, obtain an AA-5 from the representative payee. A new application\\nwill be required in addition to the AA-5 if the representative payee did not file the\\nprevious application on behalf of the incompetent and it has been determined that the\\napplicant was in fact incompetent at the time the first application was filed. The official\\nfiling date of the new application in such case will be the date the first application was\\nreceived by RRB.\\nConversely, if a representative payee files an initial application on behalf of an annuitant\\nalleging the annuitant is incompetent and, before RR Act benefits are awarded, it is\\ndetermined the annuitant was competent at the time the first application was filed, a\\nnew application must be secured from the annuitant. The official filing date of the new\\napplication in such a case will be the date the first application was received by RRB.\\nIf a representative payee is selected after RR Act benefits are awarded, a new\\napplication is not required from the representative; obtain only an AA-5 and appropriate\\ncertification forms.\", \"slug\": \"s08-rrb-aa5-application\", \"source_url\": \"https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"An annuitant is provided with 15 days advance notice of the decision to appoint a representative payee, along with the payee’s name, to allow the annuitant time to contest the appointment.\", \"slug\": \"s08-rrb-payee-advance-notice\", \"source_url\": \"https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"More information is available by visiting the RRB’s online FAQ and then selecting Representative Payee, or by calling an RRB office toll-free at 1-877-772-5772. RRB field offices also offer in-person service. While persons seeking in-office assistance are encouraged to schedule an appointment with their local field office by calling the agency’s toll-free number, those without appointments will not be refused service. However, they may be asked to schedule an appointment for a later time if there is no immediate availability. Individuals should bring a photo ID when visiting a field office. Office addresses can be found by clicking on Field Office Locator or by calling 1-877-772-5772. RRB field offices are generally open Monday through Friday from 9:00 a.m. to 3:00 p.m., except for federal holidays. Individuals can also send a secure message to their local RRB field office by accessing Field Office Locator and clicking on the link at the bottom of their local office’s page.\", \"slug\": \"s08-rrb-payee-contact\", \"source_url\": \"https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"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.\", \"slug\": \"s08-rrb-payee-estate-funds\", \"source_url\": \"https://www.rrb.gov/Benefits/RB-5/benefits_saved\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"You have accepted the responsibility of receiving and using Railroad Retirement Act annuity payments or health insurance benefits for another person.\\n\\nPayments will be made to you for the beneficiary because it has been decided that this will best serve the interest of the beneficiary. When payments are made in this way through a representative payee, it is generally because they are for a child, or an adult who is incapable of using the benefits in his own interest.\", \"slug\": \"s08-rrb-payee-scope\", \"source_url\": \"https://www.rrb.gov/Benefits/RB-5\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"Yes. The Railroad Retirement Act (RRA) authorizes the RRB to determine whether direct payment of benefits or payment to a representative payee will best serve an annuitant's interests. The RRB can appoint a representative payee regardless of whether there has been a legal finding of incompetence or commitment and, depending on the circumstances, the agency can select someone other than the individual's legal representative to be the representative payee.\", \"slug\": \"s08-rrb-payee-selection-authority\", \"source_url\": \"https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"No. The RRB does not recognize power of attorney because the RRA gives the agency the sole authority and responsibility to determine whether appointing a representative payee is in the annuitant’s best interests. The Act also authorizes the agency to select the payee.\\n\\nIf the RRB recognized power of attorney, the agency would be transferring its responsibility to serve an annuitant’s best interests to someone outside the agency who could make detrimental decisions related to the annuitant’s welfare. Consequently, even if someone has power of attorney for an RRB annuitant, they still must apply to serve as the annuitant’s representative payee, be interviewed by the appropriate agency staff, and be approved by the RRB before being appointed to act as such.\", \"slug\": \"s08-rrb-poa-not-payee\", \"source_url\": \"https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Railroad Retirement Board\", \"quote\": \"RB-5 (02-26)\", \"slug\": \"s08-rrb-rb5-revision\", \"source_url\": \"https://www.rrb.gov/Benefits/RB-5\"}]",
      "source_urls": "https://www.rrb.gov/Benefits/RB-5; https://www.rrb.gov/Benefits/RB-5/benefits_saved; https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants; https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf",
      "submission": "Contact an RRB field office by telephone, in person or secure message to discuss payee appointment. The applicant must be interviewed and approved. The official manual identifies AA-5.",
      "while_well": "RRB decides whether direct payment or payment to a representative payee best serves the annuitant."
    },
    {
      "after_death": "An estate fiduciary may issue a new authorization and sign for the estate. A pre-death authorization does not continue.",
      "agency": "irs",
      "agency_name": "Internal Revenue Service",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"irs\", \"agency_label\": \"Internal Revenue Service\", \"capacity\": {\"facts\": [\"s08-irs-2848-capacity\", \"s08-irs-2848-modified-access\"], \"text\": \"Generally ends on incapacity. Continuation requires the stated Form 2848 authorization and an IRS-acceptable durable power of attorney. Modifications can limit electronic IRS services.\"}, \"death\": {\"facts\": [\"s08-irs-predeath-authorizations-end\", \"s08-irs-fiduciary-new-representation\"], \"text\": \"An estate fiduciary may issue a new authorization and sign for the estate. A pre-death authorization does not continue.\"}, \"ends_at_death\": {\"facts\": [\"s08-irs-predeath-authorizations-end\"], \"text\": \"A pre-death Form 2848 expires when the taxpayer dies.\"}, \"facts\": [\"s08-irs-2848-capacity\", \"s08-irs-2848-modified-access\", \"s08-irs-2848-processing\", \"s08-irs-2848-revision\", \"s08-irs-2848-scope\", \"s08-irs-2848-signature-channel\", \"s08-irs-2848-submission\", \"s08-irs-fiduciary-new-representation\", \"s08-irs-predeath-authorizations-end\"], \"forms\": [{\"facts\": [\"s08-irs-2848-scope\"], \"name\": \"Form 2848. Power of Attorney and Declaration of Representative\", \"revision\": \"January 2021\", \"revision_facts\": [\"s08-irs-2848-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f2848.pdf\"}], \"guide\": {\"label\": \"IRS representation and Form 2848\", \"path\": \"/guides/benefits/irs-form-2848\"}, \"id\": \"irs-2848\", \"label\": \"IRS representation with Form 2848\", \"notes\": [{\"facts\": [\"s08-irs-2848-scope\"], \"text\": \"The form applies to IRS representation. The IRS must recognize the person and authority.\"}], \"office_url\": \"https://www.irs.gov/forms-pubs/about-form-2848\", \"processing\": {\"facts\": [\"s08-irs-2848-processing\"], \"text\": \"The IRS publishes three business days after receipt. Check the live processing page for changes.\"}, \"scope\": {\"facts\": [\"s08-irs-2848-scope\"], \"text\": \"Authorizes an eligible individual to represent the taxpayer for the specified IRS matters and receive confidential tax information.\"}, \"submission\": {\"facts\": [\"s08-irs-2848-submission\", \"s08-irs-2848-signature-channel\"], \"text\": \"Online, mail or fax under the IRS instructions. Specific-use forms go to the office handling the matter. Electronic signatures require online submission.\"}, \"well\": {\"facts\": [\"s08-irs-2848-scope\"], \"text\": \"The taxpayer may authorize an eligible IRS representative for the listed matters.\"}}",
      "ends_at_death": "A pre-death Form 2848 expires when the taxpayer dies.",
      "fact_slugs": "s08-irs-2848-capacity; s08-irs-2848-modified-access; s08-irs-2848-processing; s08-irs-2848-revision; s08-irs-2848-scope; s08-irs-2848-signature-channel; s08-irs-2848-submission; s08-irs-fiduciary-new-representation; s08-irs-predeath-authorizations-end",
      "guide": "/guides/benefits/irs-form-2848",
      "id": "irs-2848",
      "if_cannot_decide": "Generally ends on incapacity. Continuation requires the stated Form 2848 authorization and an IRS-acceptable durable power of attorney. Modifications can limit electronic IRS services.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.irs.gov/forms-pubs/about-form-2848",
      "official_forms_json": "[{\"facts\": [\"s08-irs-2848-scope\"], \"name\": \"Form 2848. Power of Attorney and Declaration of Representative\", \"revision\": \"January 2021\", \"revision_facts\": [\"s08-irs-2848-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f2848.pdf\"}]",
      "permission": "IRS representation with Form 2848",
      "processing": "The IRS publishes three business days after receipt. Check the live processing page for changes.",
      "publishers": "Internal Revenue Service",
      "scope": "Authorizes an eligible individual to represent the taxpayer for the specified IRS matters and receive confidential tax information.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"A power of attorney is generally terminated if you become incapacitated or incompetent. The power of attorney can continue, however, in the case of your incapacity or incompetency if you authorize this on line 5a \\\"Other acts authorized\\\" of the Form 2848 and if your non-IRS durable power of attorney meets all the requirements for acceptance by the IRS.\", \"slug\": \"s08-irs-2848-capacity\", \"source_url\": \"https://www.irs.gov/publications/p947\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Entries on certain lines of Form 2848 will cause the authorization to be classified as “modified” when recorded on the Centralized Authorization File (CAF). When a Form 2848 is classified as “modified” on the CAF, appointed representatives on the forms are unable to: Access the Transcript Delivery System (TDS) to obtain IRS transcripts of the represented taxpayer for the tax matters, tax forms, and tax periods specified on each form, or Use IRS Tax Pro Account to establish an installment agreement for a represented taxpayer for the affected tax matters and periods. A Form 2848 is “modified” in these instances: Line 5a, Additional acts authorized, grants any authorization other than disclosure to third parties, substitute or add representative(s), or sign a return, or Line 5b, Specific acts not authorized, limits the representative’s authority as described on line 5b.\", \"slug\": \"s08-irs-2848-modified-access\", \"source_url\": \"https://www.irs.gov/forms-pubs/items-to-consider-while-completing-form-2848\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 2848, Power of Attorney and Declaration of Representative Processed 3 business days after receipt\", \"slug\": \"s08-irs-2848-processing\", \"source_url\": \"https://www.irs.gov/help/processing-status-for-tax-forms\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 2848 (Rev. January 2021)\", \"slug\": \"s08-irs-2848-revision\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f2848.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Use Form 2848 to authorize an individual to represent you before the IRS. The individual you authorize must be a person eligible to practice before the IRS. You may authorize a student who works in a qualified Low Income Taxpayer Clinic (LITC) or Student Tax Clinic Program (STCP) to represent you under a special appearance authorization issued by the Taxpayer Advocate Service. Your authorization of a qualifying representative will also allow that individual to receive and inspect your confidential tax information.\", \"slug\": \"s08-irs-2848-scope\", \"source_url\": \"https://www.irs.gov/forms-pubs/about-form-2848\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Forms 2848 with an electronic signature image or digitized image of a handwritten signature may only be submitted to the IRS online at IRS.gov/Submit2848 .\", \"slug\": \"s08-irs-2848-signature-channel\", \"source_url\": \"https://www.irs.gov/instructions/i2848\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"If you check the box on line 4, mail or fax Form 2848 to the IRS office handling the specific matter. If you did not check the box on line 4, you can choose how to submit your Form 2848 from the options below. . If you use an electronic signature (see Electronic Signatures below), you must submit your Form 2848 online. . Note. You will need to have a Secure Access account to submit your Form 2848 online. For more information on Secure Access, go to IRS.gov/SecureAccess . Online. Submit your Form 2848 securely at IRS.gov/Submit2848 . Fax. Fax your Form 2848 to the IRS fax number in the Where To File Chart . Mail. Mail your Form 2848 directly to the IRS address in the Where To File Chart .\", \"slug\": \"s08-irs-2848-submission\", \"source_url\": \"https://www.irs.gov/instructions/i2848\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"A fiduciary (trustee, executor, administrator, receiver, or guardian) stands in the position of a taxpayer and acts as the taxpayer, not as a representative. A fiduciary may authorize an individual to represent or perform certain acts on behalf of the person or entity by filing a power of attorney that names the eligible individual(s) as representative(s) for the person or entity. Because the fiduciary stands in the position of the person or entity, the fiduciary must sign the power of attorney on behalf of the person or entity.\", \"slug\": \"s08-irs-fiduciary-new-representation\", \"source_url\": \"https://www.irs.gov/instructions/i2848\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"A third party authorization (Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization) executed prior to the decedent’s death expires with the death of the taxpayer. The executor (also sometimes referred to as administrator, fiduciary, or personal representative) of the estate is the individual authorized to execute a Form 2848 or Form 8821 on behalf of the decedent’s estate.\", \"slug\": \"s08-irs-predeath-authorizations-end\", \"source_url\": \"https://www.irs.gov/irm/part5/irm_05-005-007\"}]",
      "source_urls": "https://www.irs.gov/forms-pubs/about-form-2848; https://www.irs.gov/forms-pubs/items-to-consider-while-completing-form-2848; https://www.irs.gov/help/processing-status-for-tax-forms; https://www.irs.gov/instructions/i2848; https://www.irs.gov/irm/part5/irm_05-005-007; https://www.irs.gov/pub/irs-pdf/f2848.pdf; https://www.irs.gov/publications/p947",
      "submission": "Online, mail or fax under the IRS instructions. Specific-use forms go to the office handling the matter. Electronic signatures require online submission.",
      "while_well": "The taxpayer may authorize an eligible IRS representative for the listed matters."
    },
    {
      "after_death": "An executor with authority to bind the estate may sign a new authorization. Form 56 identifies the executor.",
      "agency": "irs",
      "agency_name": "Internal Revenue Service",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"irs\", \"agency_label\": \"Internal Revenue Service\", \"capacity\": {\"facts\": [\"s08-irs-8821-authority-documentation\", \"s08-irs-8821-no-representation\"], \"text\": \"A guardian or other person acting for the taxpayer generally must document their status and authority. This remains information access only.\"}, \"death\": {\"facts\": [\"s08-irs-8821-estate-signature\", \"s08-irs-predeath-authorizations-end\"], \"text\": \"An executor with authority to bind the estate may sign a new authorization. Form 56 identifies the executor.\"}, \"ends_at_death\": {\"facts\": [\"s08-irs-predeath-authorizations-end\"], \"text\": \"A pre-death Form 8821 expires when the taxpayer dies.\"}, \"facts\": [\"s08-irs-8821-authority-documentation\", \"s08-irs-8821-estate-signature\", \"s08-irs-8821-no-representation\", \"s08-irs-8821-processing\", \"s08-irs-8821-revision\", \"s08-irs-8821-scope\", \"s08-irs-8821-signature-channel\", \"s08-irs-8821-submission\", \"s08-irs-predeath-authorizations-end\"], \"forms\": [{\"facts\": [\"s08-irs-8821-scope\", \"s08-irs-8821-no-representation\"], \"name\": \"Form 8821. Tax Information Authorization\", \"revision\": \"January 2021\", \"revision_facts\": [\"s08-irs-8821-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f8821.pdf\"}], \"guide\": {\"label\": \"IRS information access and Form 8821\", \"path\": \"/guides/benefits/irs-form-8821\"}, \"id\": \"irs-8821\", \"label\": \"IRS information access with Form 8821\", \"notes\": [{\"facts\": [\"s08-irs-8821-scope\", \"s08-irs-8821-no-representation\"], \"text\": \"Information access does not authorize signing agreements or representing the taxpayer.\"}], \"office_url\": \"https://www.irs.gov/forms-pubs/about-form-8821\", \"processing\": {\"facts\": [\"s08-irs-8821-processing\"], \"text\": \"The IRS publishes three business days after receipt. Check the live processing page for changes.\"}, \"scope\": {\"facts\": [\"s08-irs-8821-scope\", \"s08-irs-8821-no-representation\"], \"text\": \"Allows the named person or organization to inspect or receive listed confidential tax information. It does not authorize representation or advocacy.\"}, \"submission\": {\"facts\": [\"s08-irs-8821-submission\", \"s08-irs-8821-signature-channel\"], \"text\": \"Online, mail or fax under the IRS instructions. Specific-use forms go to the office handling the matter. Electronic signatures require online submission.\"}, \"well\": {\"facts\": [\"s08-irs-8821-scope\"], \"text\": \"The taxpayer may designate a person or organization to receive the listed information.\"}}",
      "ends_at_death": "A pre-death Form 8821 expires when the taxpayer dies.",
      "fact_slugs": "s08-irs-8821-authority-documentation; s08-irs-8821-estate-signature; s08-irs-8821-no-representation; s08-irs-8821-processing; s08-irs-8821-revision; s08-irs-8821-scope; s08-irs-8821-signature-channel; s08-irs-8821-submission; s08-irs-predeath-authorizations-end",
      "guide": "/guides/benefits/irs-form-8821",
      "id": "irs-8821",
      "if_cannot_decide": "A guardian or other person acting for the taxpayer generally must document their status and authority. This remains information access only.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.irs.gov/forms-pubs/about-form-8821",
      "official_forms_json": "[{\"facts\": [\"s08-irs-8821-scope\", \"s08-irs-8821-no-representation\"], \"name\": \"Form 8821. Tax Information Authorization\", \"revision\": \"January 2021\", \"revision_facts\": [\"s08-irs-8821-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f8821.pdf\"}]",
      "permission": "IRS information access with Form 8821",
      "processing": "The IRS publishes three business days after receipt. Check the live processing page for changes.",
      "publishers": "Internal Revenue Service",
      "scope": "Allows the named person or organization to inspect or receive listed confidential tax information. It does not authorize representation or advocacy.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"See section 6103(e) if the taxpayer has died, is insolvent, is a dissolved corporation, or if a trustee, guardian, executor, receiver, or administrator is acting for the taxpayer. The IRS generally requires documentation of your status and your authority to act in these situations.\", \"slug\": \"s08-irs-8821-authority-documentation\", \"source_url\": \"https://www.irs.gov/instructions/i8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"An executor having the authority to bind the estate must sign. A Form 56 should be filed to identify the executor. If there is more than one executor, only one co-executor having the authority to bind the estate is required to sign. See 26 CFR 601.503(d).\", \"slug\": \"s08-irs-8821-estate-signature\", \"source_url\": \"https://www.irs.gov/instructions/i8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 8821 doesn’t authorize your designee to speak on your behalf; to execute a request to allow disclosure of return or return information to another third party; to advocate your position regarding federal tax laws; to execute waivers, consents, closing agreements; or represent you in any other manner before the IRS. Use Form 2848, Power of Attorney and Declaration of Representative, to authorize an individual to represent you before the IRS. The designee may not substitute another party as your authorized designee.\", \"slug\": \"s08-irs-8821-no-representation\", \"source_url\": \"https://www.irs.gov/instructions/i8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 8821, Tax Information Authorization Processed 3 business days after receipt\", \"slug\": \"s08-irs-8821-processing\", \"source_url\": \"https://www.irs.gov/help/processing-status-for-tax-forms\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"8821 Tax Information Authorization OMB No. 1545-1165 For IRS Use Only Form ▶ Go to www.irs.gov/Form8821 for instructions and the latest information. Received by: ▶ Don’t sign this form unless all applicable lines have been completed. Name (Rev. January 2021)\", \"slug\": \"s08-irs-8821-revision\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f8821.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.\", \"slug\": \"s08-irs-8821-scope\", \"source_url\": \"https://www.irs.gov/forms-pubs/about-form-8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Forms 8821 with an electronic signature image or digitized image of a handwritten signature may only be submitted to the IRS online at IRS.gov/Submit8821 .\", \"slug\": \"s08-irs-8821-signature-channel\", \"source_url\": \"https://www.irs.gov/instructions/i8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"If you check the box on line 4, mail or fax Form 8821 to the IRS office handling the specific matter. If you did not check the box on line 4, you can choose how to submit your Form 8821 from the options below. . If you use an electronic signature (see Electronic Signatures below), you must submit your Form 8821 online. . Note. You will need to have a Secure Access account to submit your Form 8821 online. For more information on Secure Access, go to IRS.gov/SecureAccess . Online. Submit your Form 8821 securely at IRS.gov/Submit8821 . Fax. Fax your Form 8821 to the IRS fax number in the Where To File Chart . Mail. Mail your Form 8821 directly to the IRS address in the Where To File Chart .\", \"slug\": \"s08-irs-8821-submission\", \"source_url\": \"https://www.irs.gov/instructions/i8821\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"A third party authorization (Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization) executed prior to the decedent’s death expires with the death of the taxpayer. The executor (also sometimes referred to as administrator, fiduciary, or personal representative) of the estate is the individual authorized to execute a Form 2848 or Form 8821 on behalf of the decedent’s estate.\", \"slug\": \"s08-irs-predeath-authorizations-end\", \"source_url\": \"https://www.irs.gov/irm/part5/irm_05-005-007\"}]",
      "source_urls": "https://www.irs.gov/forms-pubs/about-form-8821; https://www.irs.gov/help/processing-status-for-tax-forms; https://www.irs.gov/instructions/i8821; https://www.irs.gov/irm/part5/irm_05-005-007; https://www.irs.gov/pub/irs-pdf/f8821.pdf",
      "submission": "Online, mail or fax under the IRS instructions. Specific-use forms go to the office handling the matter. Electronic signatures require online submission.",
      "while_well": "The taxpayer may designate a person or organization to receive the listed information."
    },
    {
      "after_death": "The instructions cover executors, administrators and a specified intestate-estate fiduciary without court appointment.",
      "agency": "irs",
      "agency_name": "Internal Revenue Service",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"irs\", \"agency_label\": \"Internal Revenue Service\", \"capacity\": {\"facts\": [\"s08-irs-56-guardianship\"], \"text\": \"The instructions include an existing court appointment as guardian, custodian or conservator.\"}, \"death\": {\"facts\": [\"s08-irs-56-deceased-fiduciary\"], \"text\": \"The instructions cover executors, administrators and a specified intestate-estate fiduciary without court appointment.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-irs-56-address-limitation\", \"s08-irs-56-deceased-fiduciary\", \"s08-irs-56-existing-trustee\", \"s08-irs-56-fiduciary-role\", \"s08-irs-56-guardianship\", \"s08-irs-56-revision\", \"s08-irs-56-scope\", \"s08-irs-56-submission\"], \"forms\": [{\"facts\": [\"s08-irs-56-scope\"], \"name\": \"Form 56. Notice Concerning Fiduciary Relationship\", \"revision\": \"June 2026\", \"revision_facts\": [\"s08-irs-56-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f56.pdf\"}], \"guide\": null, \"id\": \"irs-56\", \"label\": \"IRS fiduciary relationship notice\", \"notes\": [{\"facts\": [\"s08-irs-56-scope\", \"s08-irs-56-fiduciary-role\"], \"text\": \"Form 56 identifies the fiduciary relationship. Form 2848 concerns a separate representative authorization.\"}], \"office_url\": \"https://www.irs.gov/forms-pubs/about-form-56\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-irs-56-scope\", \"s08-irs-56-fiduciary-role\"], \"text\": \"Notifies the IRS of an existing fiduciary relationship or its termination. A fiduciary acts in the taxpayer's place.\"}, \"submission\": {\"facts\": [\"s08-irs-56-submission\", \"s08-irs-56-address-limitation\"], \"text\": \"Normally mail to the IRS service center where the represented person files returns. The Dallas Insolvency route applies only to specified insolvency cases.\"}, \"well\": {\"facts\": [\"s08-irs-56-existing-trustee\", \"s08-irs-56-scope\"], \"text\": \"The instructions include a trustee named under a valid trust instrument. The notice concerns an existing fiduciary role.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-irs-56-address-limitation; s08-irs-56-deceased-fiduciary; s08-irs-56-existing-trustee; s08-irs-56-fiduciary-role; s08-irs-56-guardianship; s08-irs-56-revision; s08-irs-56-scope; s08-irs-56-submission",
      "guide": "",
      "id": "irs-56",
      "if_cannot_decide": "The instructions include an existing court appointment as guardian, custodian or conservator.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.irs.gov/forms-pubs/about-form-56",
      "official_forms_json": "[{\"facts\": [\"s08-irs-56-scope\"], \"name\": \"Form 56. Notice Concerning Fiduciary Relationship\", \"revision\": \"June 2026\", \"revision_facts\": [\"s08-irs-56-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f56.pdf\"}]",
      "permission": "IRS fiduciary relationship notice",
      "processing": "Not published",
      "publishers": "Internal Revenue Service",
      "scope": "Notifies the IRS of an existing fiduciary relationship or its termination. A fiduciary acts in the taxpayer's place.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Don't file Form 56 with the Dallas Insolvency office unless you are a receiver or similar fiduciary or an assignee for the benefit of creditors. For other fiduciary relationships, file Form 56 with the Internal Revenue Service Center where the person for whom you're acting is required to file tax returns. If the person for whom you're acting is required to file Form 1040, go to About Form 1040, U.S. Individual Income Tax Return or Where to file addresses for taxpayers and tax professionals filing Form 1040 to locate the mailing address. For other tax return types, go to Where to file tax returns - Addresses listed by return type to locate the applicable mailing address.\", \"slug\": \"s08-irs-56-address-limitation\", \"source_url\": \"https://www.irs.gov/forms-pubs/clarified-filing-addresses-for-fiduciaries\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Check the box on line 1a if you’re the executor of an estate of a decedent who died testate (that is, having left a valid will) and have been authorized to serve by a court of appropriate jurisdiction. Attach to your Form 56 current letters testamentary or a court certificate as proof of your court appointment. Enter the decedent’s date of death on line 2a. Line 1b, intestate estates with court appointment. Check the box on line 1b if you have been appointed the administrator or representative of an estate of a decedent who died intestate (that is, without leaving a valid will). Attach to your Form 56 current letters testamentary or a court certificate as proof of your court appointment. Enter the decedent’s date of death on line 2a. Line 1c, guardianship. Check the box on line 1c if a court of appropriate jurisdiction has appointed you to serve as guardian, custodian, or conservator over the interests of another person or entity. Enter the date you were appointed on line 2b. Line 1d, intestate estates with no court appointment. Check the box on line 1d if you’re the fiduciary of a decedent who died intestate (that is, without leaving a valid will). Only check this box if there is no court appointed administrator or representative for the estate of the decedent and you’re the sole person charged with the property of the decedent. Enter the decedent’s date of death on line 2a. Line 1e, trusts.\", \"slug\": \"s08-irs-56-deceased-fiduciary\", \"source_url\": \"https://www.irs.gov/instructions/i56\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Check the box on line 1e if you were named a trustee under a valid instrument. Enter the date of your appointment or the date of the transfer of assets on line 2b.\", \"slug\": \"s08-irs-56-existing-trustee\", \"source_url\": \"https://www.irs.gov/instructions/i56\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Caution: Do not use Form 56 if you’re notifying the IRS that you’re the authorized representative of the taxpayer. Instead, use Form 2848, Power of Attorney and Declaration of Representative. A fiduciary is treated by the IRS as if the fiduciary is actually the taxpayer. Upon appointment, the fiduciary automatically has both the right and the responsibility to undertake all actions the taxpayer is required to perform. For example, the fiduciary must file returns and pay any taxes due on behalf of the taxpayer. An authorized representative is treated by the IRS as the agent of the taxpayer. The authorized representative can only perform the duties authorized by the taxpayer, as indicated on Form 2848. An authorized representative is not required nor permitted to do anything other than the actions explicitly authorized by the taxpayer.\", \"slug\": \"s08-irs-56-fiduciary-role\", \"source_url\": \"https://www.irs.gov/instructions/i56\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Check the box on line 1c if a court of appropriate jurisdiction has appointed you to serve as guardian, custodian, or conservator over the interests of another person or entity. Enter the date you were appointed on line 2b.\", \"slug\": \"s08-irs-56-guardianship\", \"source_url\": \"https://www.irs.gov/instructions/i56\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 56 (Rev. June 2026)\", \"slug\": \"s08-irs-56-revision\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f56.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"You may use Form 56 to: Provide notification to the IRS of the creation or termination of a fiduciary relationship under section 6903. Give notice of qualification under section 6036.\", \"slug\": \"s08-irs-56-scope\", \"source_url\": \"https://www.irs.gov/forms-pubs/about-form-56\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Generally, you must file Form 56 when you create (or terminate) a fiduciary relationship. File Form 56 with the Internal Revenue Service Center where the person for whom you’re acting is required to file tax returns. For example, if the person for whom you’re acting is required to file a Form 1040, go to the Instructions for Form 1040 to locate the mailing address.\", \"slug\": \"s08-irs-56-submission\", \"source_url\": \"https://www.irs.gov/instructions/i56\"}]",
      "source_urls": "https://www.irs.gov/forms-pubs/about-form-56; https://www.irs.gov/forms-pubs/clarified-filing-addresses-for-fiduciaries; https://www.irs.gov/instructions/i56; https://www.irs.gov/pub/irs-pdf/f56.pdf",
      "submission": "Normally mail to the IRS service center where the represented person files returns. The Dallas Insolvency route applies only to specified insolvency cases.",
      "while_well": "The instructions include a trustee named under a valid trust instrument. The notice concerns an existing fiduciary role."
    },
    {
      "after_death": "Applies after the taxpayer dies. Some surviving-spouse joint returns and certain personal-representative original returns do not require this form.",
      "agency": "irs",
      "agency_name": "Internal Revenue Service",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"irs\", \"agency_label\": \"Internal Revenue Service\", \"capacity\": {\"facts\": [], \"text\": \"Not published\"}, \"death\": {\"facts\": [\"s08-irs-1310-scope\", \"s08-irs-1310-exceptions\", \"s08-irs-1310-personal-representative\"], \"text\": \"Applies after the taxpayer dies. Some surviving-spouse joint returns and certain personal-representative original returns do not require this form.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-irs-1310-exceptions\", \"s08-irs-1310-personal-representative\", \"s08-irs-1310-revision\", \"s08-irs-1310-scope\", \"s08-irs-1310-submission\"], \"forms\": [{\"facts\": [\"s08-irs-1310-scope\"], \"name\": \"Form 1310. Statement of Person Claiming Refund Due a Deceased Taxpayer\", \"revision\": \"December 2025\", \"revision_facts\": [\"s08-irs-1310-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}], \"guide\": null, \"id\": \"irs-1310\", \"label\": \"Refund due a deceased taxpayer\", \"notes\": [{\"facts\": [\"s08-irs-1310-scope\", \"s08-irs-1310-exceptions\"], \"text\": \"This is a refund claim route. The official instructions define who must file and the exceptions.\"}], \"office_url\": \"https://www.irs.gov/forms-pubs/about-form-1310\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-irs-1310-scope\", \"s08-irs-1310-exceptions\"], \"text\": \"Claims a refund on behalf of a deceased taxpayer, subject to the form's claimant conditions and exceptions.\"}, \"submission\": {\"facts\": [\"s08-irs-1310-submission\"], \"text\": \"Follow the return attachment route, including permitted electronic returns, or the separate mailing route. Joint-check reissue requests have a local-office or service-center route.\"}, \"well\": {\"facts\": [], \"text\": \"Not published\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-irs-1310-exceptions; s08-irs-1310-personal-representative; s08-irs-1310-revision; s08-irs-1310-scope; s08-irs-1310-submission",
      "guide": "",
      "id": "irs-1310",
      "if_cannot_decide": "Not published",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.irs.gov/forms-pubs/about-form-1310",
      "official_forms_json": "[{\"facts\": [\"s08-irs-1310-scope\"], \"name\": \"Form 1310. Statement of Person Claiming Refund Due a Deceased Taxpayer\", \"revision\": \"December 2025\", \"revision_facts\": [\"s08-irs-1310-revision\"], \"url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}]",
      "permission": "Refund due a deceased taxpayer",
      "processing": "Not published",
      "publishers": "Internal Revenue Service",
      "scope": "Claims a refund on behalf of a deceased taxpayer, subject to the form's claimant conditions and exceptions.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Don’t file Form 1310 if you are claiming a refund on behalf of a deceased taxpayer, and: • You are a surviving spouse filing an original or amended joint return with the decedent; or • You are a personal representative (defined later) filing, for the decedent, an original Form 1040, 1040-SR, 1040-NR, or 1040-SS that has the court certificate showing your appointment attached.\", \"slug\": \"s08-irs-1310-exceptions\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"For purposes of this form, a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence that you are the personal representative.\", \"slug\": \"s08-irs-1310-personal-representative\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Form 1310 (Rev. December 2025)\", \"slug\": \"s08-irs-1310-revision\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"Use Form 1310 to claim a refund on behalf of a deceased taxpayer.\", \"slug\": \"s08-irs-1310-scope\", \"source_url\": \"https://www.irs.gov/forms-pubs/about-form-1310\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Internal Revenue Service\", \"quote\": \"If you checked the box on line A, you can return the joint-name check with Form 1310 to your local IRS office or the Internal Revenue Service Center where you filed your return. If you checked the box on line B or line C, file Form 1310 as follows. • If you are attaching Form 1310 to a form, follow the instructions for the form to which you are attaching the Form 1310. Form 1310 can be filed electronically when it is attached to a Form 1040, 1040-SR, 1040-NR, or 1040-SS being filed electronically. • If you are filing Form 1310 separately, send it to the same Internal Revenue Service Center where the original return was filed. If the original return was filed electronically, mail Form 1310 to the Internal Revenue Service Center designated for the address shown on your completed Form 1310 above. See the instructions for the original return for the address.\", \"slug\": \"s08-irs-1310-submission\", \"source_url\": \"https://www.irs.gov/pub/irs-pdf/f1310.pdf\"}]",
      "source_urls": "https://www.irs.gov/forms-pubs/about-form-1310; https://www.irs.gov/pub/irs-pdf/f1310.pdf",
      "submission": "Follow the return attachment route, including permitted electronic returns, or the separate mailing route. Joint-check reissue requests have a local-office or service-center route.",
      "while_well": "Not published"
    },
    {
      "after_death": "A request for a deceased beneficiary's records needs legal documentation proving the requester's right to that information.",
      "agency": "medicare",
      "agency_name": "Medicare",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"medicare\", \"agency_label\": \"Medicare\", \"capacity\": {\"facts\": [\"s08-medicare-cms10106-personal-representative\", \"s08-medicare-cms10106-scope\"], \"text\": \"A personal representative may sign with paperwork showing legal authority to act. The permission concerns sharing information.\"}, \"death\": {\"facts\": [\"s08-medicare-cms10106-deceased-records\"], \"text\": \"A request for a deceased beneficiary's records needs legal documentation proving the requester's right to that information.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-medicare-cms10106-catalog-revision\", \"s08-medicare-cms10106-deceased-records\", \"s08-medicare-cms10106-duration\", \"s08-medicare-cms10106-personal-representative\", \"s08-medicare-cms10106-revision\", \"s08-medicare-cms10106-revoke\", \"s08-medicare-cms10106-scope\", \"s08-medicare-cms10106-submission\"], \"forms\": [{\"facts\": [\"s08-medicare-cms10106-scope\"], \"name\": \"CMS-10106. Authorization to Disclose Personal Health Information Release Form\", \"revision\": \"03/2026\", \"revision_facts\": [\"s08-medicare-cms10106-revision\", \"s08-medicare-cms10106-catalog-revision\"], \"url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}], \"guide\": {\"label\": \"Medicare permission to share information\", \"path\": \"/medicare-form\"}, \"id\": \"medicare-cms10106\", \"label\": \"Medicare permission to share health information\", \"notes\": [{\"facts\": [\"s08-medicare-cms10106-scope\", \"s08-medicare-cms10106-personal-representative\"], \"text\": \"The form concerns information disclosure. A representative must document the relevant legal authority.\"}], \"office_url\": \"https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-medicare-cms10106-scope\"], \"text\": \"Gives 1-800-MEDICARE permission to share the specified personal health information with a named person or organization.\"}, \"submission\": {\"facts\": [\"s08-medicare-cms10106-submission\"], \"text\": \"Submit through a secure Medicare account, or mail the signed form to Medicare's Written Authorization Department. The current form provides the mailing address.\"}, \"well\": {\"facts\": [\"s08-medicare-cms10106-scope\", \"s08-medicare-cms10106-duration\", \"s08-medicare-cms10106-revoke\"], \"text\": \"The person with Medicare may authorize the stated disclosure and choose its duration, subject to state limits and revocation.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-medicare-cms10106-catalog-revision; s08-medicare-cms10106-deceased-records; s08-medicare-cms10106-duration; s08-medicare-cms10106-personal-representative; s08-medicare-cms10106-revision; s08-medicare-cms10106-revoke; s08-medicare-cms10106-scope; s08-medicare-cms10106-submission",
      "guide": "/medicare-form",
      "id": "medicare-cms10106",
      "if_cannot_decide": "A personal representative may sign with paperwork showing legal authority to act. The permission concerns sharing information.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148",
      "official_forms_json": "[{\"facts\": [\"s08-medicare-cms10106-scope\"], \"name\": \"CMS-10106. Authorization to Disclose Personal Health Information Release Form\", \"revision\": \"03/2026\", \"revision_facts\": [\"s08-medicare-cms10106-revision\", \"s08-medicare-cms10106-catalog-revision\"], \"url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}]",
      "permission": "Medicare permission to share health information",
      "processing": "Not published",
      "publishers": "Centers for Medicare & Medicaid Services",
      "scope": "Gives 1-800-MEDICARE permission to share the specified personal health information with a named person or organization.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"Revision Date 2026-03-01\", \"slug\": \"s08-medicare-cms10106-catalog-revision\", \"source_url\": \"https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"If you’re requesting personal health information for a deceased person who had Medicare, include a copy of the legal documentation that gives you the authority to get this information. (For example: Executor/ Executrix papers, next of kin attested by court documents with a court stamp and a judge’s signature, a Letter of Testamentary or Administration with a court stamp and judge’s signature, or personal representative papers with a court stamp and judge’s signature.)\", \"slug\": \"s08-medicare-cms10106-deceased-records\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"How long can 1-800-MEDICARE use this authorization to share your personal health information*? Check one: Share my personal health information indefinitely. Share my personal health information only for this period of time: Start date: End date: *Your state may have different limits on how long Medicare can share your personal health information. Explain why you’re giving 1-800-MEDICARE permission to share your information. (You can write “At my request.”)\", \"slug\": \"s08-medicare-cms10106-duration\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"Personal Representative Information Check here if you’re signing as a personal representative and complete the fields below. Attach a copy of the paperwork that shows you can act for the person (like a Power of Attorney).\", \"slug\": \"s08-medicare-cms10106-personal-representative\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"Form CMS-10106 (03/2026)\", \"slug\": \"s08-medicare-cms10106-revision\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"You have the right to change or cancel (“revoke”) your authorization at any time. If you change your mind later and no longer want us to share your personal health information, write to the address above and tell us. Your letter will cancel your authorization form, and we’ll no longer share your personal health information (except for any information we already released based on your original permission).\", \"slug\": \"s08-medicare-cms10106-revoke\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"Use this form to give 1-800-MEDICARE permission to share your personal health information with someone other than you.\", \"slug\": \"s08-medicare-cms10106-scope\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Centers for Medicare & Medicaid Services\", \"quote\": \"Submit your form online or by mail • For faster service, submit this form online by logging in to your secure Medicare.gov account. • Or, mail your completed and signed authorization form to: 1-800-MEDICARE Written Authorization Dept. PO Box 1270 Lawrence, KS 66044\", \"slug\": \"s08-medicare-cms10106-submission\", \"source_url\": \"https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf\"}]",
      "source_urls": "https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148; https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf",
      "submission": "Submit through a secure Medicare account, or mail the signed form to Medicare's Written Authorization Department. The current form provides the mailing address.",
      "while_well": "The person with Medicare may authorize the stated disclosure and choose its duration, subject to state limits and revocation."
    },
    {
      "after_death": "Report the death promptly. Saved VA benefits generally go to the legal representative of the beneficiary's estate.",
      "agency": "va",
      "agency_name": "Veterans Affairs",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"va\", \"agency_label\": \"Veterans Affairs\", \"capacity\": {\"facts\": [\"s08-va-fiduciary-appointment\"], \"text\": \"VA appoints a fiduciary after finding the beneficiary cannot manage financial affairs.\"}, \"death\": {\"facts\": [\"s08-va-fiduciary-report-death\", \"s08-va-fiduciary-saved-funds-estate\"], \"text\": \"Report the death promptly. Saved VA benefits generally go to the legal representative of the beneficiary's estate.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-va-beneficiary-manages-own-benefits\", \"s08-va-fiduciary-appointment\", \"s08-va-fiduciary-benefit-management\", \"s08-va-fiduciary-report-death\", \"s08-va-fiduciary-saved-funds-estate\", \"s08-va-potential-fiduciary-application\"], \"forms\": [], \"guide\": null, \"id\": \"va-fiduciary\", \"label\": \"VA-appointed fiduciary\", \"notes\": [], \"office_url\": \"https://www.benefits.va.gov/fiduciary/\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-va-fiduciary-benefit-management\", \"s08-va-fiduciary-appointment\"], \"text\": \"Manage VA benefit payments for a beneficiary, subject to VA appointment and oversight.\"}, \"submission\": {\"facts\": [\"s08-va-potential-fiduciary-application\", \"s08-va-fiduciary-appointment\"], \"text\": \"Potential fiduciaries may self-register through the Potential Fiduciary Application on Access VA. VA investigates and appoints the fiduciary.\"}, \"well\": {\"facts\": [\"s08-va-beneficiary-manages-own-benefits\", \"s08-va-fiduciary-appointment\"], \"text\": \"Beneficiaries normally manage their own VA benefits. Appointment follows VA's inability finding.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-va-beneficiary-manages-own-benefits; s08-va-fiduciary-appointment; s08-va-fiduciary-benefit-management; s08-va-fiduciary-report-death; s08-va-fiduciary-saved-funds-estate; s08-va-potential-fiduciary-application",
      "guide": "",
      "id": "va-fiduciary",
      "if_cannot_decide": "VA appoints a fiduciary after finding the beneficiary cannot manage financial affairs.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.benefits.va.gov/fiduciary/",
      "official_forms_json": "[]",
      "permission": "VA-appointed fiduciary",
      "processing": "Not published",
      "publishers": "U.S. Department of Veterans Affairs",
      "scope": "Manage VA benefit payments for a beneficiary, subject to VA appointment and oversight.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Every beneficiary has the right to manage his or her VA benefits.\", \"slug\": \"s08-va-beneficiary-manages-own-benefits\", \"source_url\": \"https://www.va.gov/files/2026-04/fiduciary-faq.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Upon determining a beneficiary is unable to manage their financial affairs, VA will appoint a fiduciary. The fiduciary, normally chosen by the beneficiary, must undergo an investigation of their suitability to serve. This investigation may include a criminal background check, review of credit report, and a personal interview (may be telephonic, virtual, or in-person). Once a complete and thorough investigation has been conducted, the fiduciary is then appointed as a VA-appointed fiduciary.\", \"slug\": \"s08-va-fiduciary-appointment\", \"source_url\": \"https://www.benefits.va.gov/fiduciary/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"VA appoints fiduciaries who manage VA benefits for these beneficiaries and conducts oversight of VA-appointed fiduciaries to ensure that they are meeting the needs of the beneficiaries they serve. Question 2: What is a Fiduciary? Answer: A fiduciary is a person or legal entity appointed by VA to receive benefits on behalf of a beneficiary. The benefits must be used to support the beneficiary or their dependents.\", \"slug\": \"s08-va-fiduciary-benefit-management\", \"source_url\": \"https://www.va.gov/files/2026-04/fiduciary-faq.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Please report the death of a beneficiary as soon as possible.\", \"slug\": \"s08-va-fiduciary-report-death\", \"source_url\": \"https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Any saved VA benefits belong to the beneficiary’s estate and must generally be given to the legal representative of the beneficiary’s estate.\", \"slug\": \"s08-va-fiduciary-saved-funds-estate\", \"source_url\": \"https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"To become a fiduciary for a family member , friend , or as a professional ) , you may self-register by submitting a “ Potential Fiduciary Application” via the Access VA website .\", \"slug\": \"s08-va-potential-fiduciary-application\", \"source_url\": \"https://www.benefits.va.gov/fiduciary/\"}]",
      "source_urls": "https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf; https://www.benefits.va.gov/fiduciary/; https://www.va.gov/files/2026-04/fiduciary-faq.pdf",
      "submission": "Potential fiduciaries may self-register through the Potential Fiduciary Application on Access VA. VA investigates and appoints the fiduciary.",
      "while_well": "Beneficiaries normally manage their own VA benefits. Appointment follows VA's inability finding."
    },
    {
      "after_death": "Not published",
      "agency": "va",
      "agency_name": "Veterans Affairs",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"va\", \"agency_label\": \"Veterans Affairs\", \"capacity\": {\"facts\": [\"s08-va-disclosure-incompetent-execution\"], \"text\": \"A beneficiary whom VA recognizes as incompetent cannot execute this form. Ask VA about the appropriate fiduciary route.\"}, \"death\": {\"facts\": [], \"text\": \"Not published\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-va-disclosure-duration\", \"s08-va-disclosure-incompetent-execution\", \"s08-va-disclosure-mail-upload\", \"s08-va-disclosure-online\", \"s08-va-disclosure-revision\", \"s08-va-disclosure-scope\"], \"forms\": [{\"facts\": [\"s08-va-disclosure-scope\"], \"name\": \"VA Form 21-0845, Authorization to Disclose Personal Information to a Third Party\", \"revision\": \"May 2026\", \"revision_facts\": [\"s08-va-disclosure-revision\"], \"url\": \"https://www.va.gov/forms/21-0845/\"}], \"guide\": null, \"id\": \"va-disclosure\", \"label\": \"VA information disclosure authorization\", \"notes\": [], \"office_url\": \"https://www.va.gov/forms/21-0845/\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-va-disclosure-scope\"], \"text\": \"Authorize VA to disclose the specified personal benefit or claim information to a third party.\"}, \"submission\": {\"facts\": [\"s08-va-disclosure-online\", \"s08-va-disclosure-mail-upload\"], \"text\": \"Submit online, use Direct Upload, or mail the signed authorization to the Evidence Intake Center listed in the form.\"}, \"well\": {\"facts\": [\"s08-va-disclosure-scope\", \"s08-va-disclosure-duration\"], \"text\": \"The claimant gives VA permission to share the specified information and can limit consent's duration.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-va-disclosure-duration; s08-va-disclosure-incompetent-execution; s08-va-disclosure-mail-upload; s08-va-disclosure-online; s08-va-disclosure-revision; s08-va-disclosure-scope",
      "guide": "",
      "id": "va-disclosure",
      "if_cannot_decide": "A beneficiary whom VA recognizes as incompetent cannot execute this form. Ask VA about the appropriate fiduciary route.",
      "next_check_on": "2027-01-22",
      "office_url": "https://www.va.gov/forms/21-0845/",
      "official_forms_json": "[{\"facts\": [\"s08-va-disclosure-scope\"], \"name\": \"VA Form 21-0845, Authorization to Disclose Personal Information to a Third Party\", \"revision\": \"May 2026\", \"revision_facts\": [\"s08-va-disclosure-revision\"], \"url\": \"https://www.va.gov/forms/21-0845/\"}]",
      "permission": "VA information disclosure authorization",
      "processing": "Not published",
      "publishers": "U.S. Department of Veterans Affairs",
      "scope": "Authorize VA to disclose the specified personal benefit or claim information to a third party.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Item 13 tells VA the duration of your consent. If you do not want your authorization to be effective indefinitely, tell us when to stop releasing your personal benefit or claim information to your authorized third party in Item 13. Check the box that applies and fill in dates, if applicable.\", \"slug\": \"s08-va-disclosure-duration\", \"source_url\": \"https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"This form may not be executed by any beneficiary recognized as incompetent for VA purposes, nor can VA accept this form from any beneficiary recognized as incompetent for VA purposes.\", \"slug\": \"s08-va-disclosure-incompetent-execution\", \"source_url\": \"https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"MAIL TO SUBMIT ONLINE Department of Veterans Affairs VA gov: www.va.gov Evidence Intake Center Direct Upload via access.va.gov\", \"slug\": \"s08-va-disclosure-mail-upload\", \"source_url\": \"https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"You can submit your authorization online instead of sending us the paper form.\", \"slug\": \"s08-va-disclosure-online\", \"source_url\": \"https://www.va.gov/forms/21-0845/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Form revision date: May 2026\", \"slug\": \"s08-va-disclosure-revision\", \"source_url\": \"https://www.va.gov/forms/21-0845/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Use VA Form 21-0845 to authorize VA to share your personal information with a non-VA (third-party) individual or organization.\", \"slug\": \"s08-va-disclosure-scope\", \"source_url\": \"https://www.va.gov/forms/21-0845/\"}]",
      "source_urls": "https://www.va.gov/forms/21-0845/; https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf",
      "submission": "Submit online, use Direct Upload, or mail the signed authorization to the Evidence Intake Center listed in the form.",
      "while_well": "The claimant gives VA permission to share the specified information and can limit consent's duration."
    },
    {
      "after_death": "If VA grants substitution, a new Form 21-22 or 21-22a is required to represent the substitute.",
      "agency": "va",
      "agency_name": "Veterans Affairs",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"va\", \"agency_label\": \"Veterans Affairs\", \"capacity\": {\"facts\": [\"s08-va-rep-address-permission-limit\"], \"text\": \"The VSO form's address-change permission ends after a financial-incapacity finding if the named representative is not the appointed fiduciary.\"}, \"death\": {\"facts\": [\"s08-va-substitute-needs-new-appointment\"], \"text\": \"If VA grants substitution, a new Form 21-22 or 21-22a is required to represent the substitute.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-va-claims-paper-submission\", \"s08-va-individual-claims-purpose\", \"s08-va-individual-claims-revision\", \"s08-va-individual-online-form\", \"s08-va-rep-address-permission-limit\", \"s08-va-substitute-needs-new-appointment\", \"s08-va-vso-claims-purpose\", \"s08-va-vso-claims-revision\", \"s08-va-vso-online-form\"], \"forms\": [{\"facts\": [\"s08-va-vso-claims-purpose\"], \"name\": \"VA Form 21-22, Appointment of Veterans Service Organization as Claimant's Representative\", \"revision\": \"July 2023\", \"revision_facts\": [\"s08-va-vso-claims-revision\"], \"url\": \"https://www.va.gov/forms/21-22/\"}, {\"facts\": [\"s08-va-individual-claims-purpose\"], \"name\": \"VA Form 21-22a, Appointment of Individual As Claimant's Representative\", \"revision\": \"July 2023\", \"revision_facts\": [\"s08-va-individual-claims-revision\"], \"url\": \"https://www.va.gov/forms/21-22a/\"}], \"guide\": null, \"id\": \"va-claims-representative\", \"label\": \"VA claims representative\", \"notes\": [], \"office_url\": \"https://www.va.gov/forms/21-22/\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-va-vso-claims-purpose\", \"s08-va-individual-claims-purpose\"], \"text\": \"A VSO or appointed individual assists with VA benefits or claims. This is the claims-representation route.\"}, \"submission\": {\"facts\": [\"s08-va-vso-online-form\", \"s08-va-individual-online-form\", \"s08-va-claims-paper-submission\"], \"text\": \"VA supplies online versions. The paper form permits mail, in-person submission at a VA regional office, or electronic correspondence.\"}, \"well\": {\"facts\": [\"s08-va-vso-claims-purpose\", \"s08-va-individual-claims-purpose\"], \"text\": \"The claimant can appoint a VSO or individual for assistance with a claim or benefits.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-va-claims-paper-submission; s08-va-individual-claims-purpose; s08-va-individual-claims-revision; s08-va-individual-online-form; s08-va-rep-address-permission-limit; s08-va-substitute-needs-new-appointment; s08-va-vso-claims-purpose; s08-va-vso-claims-revision; s08-va-vso-online-form",
      "guide": "",
      "id": "va-claims-representative",
      "if_cannot_decide": "The VSO form's address-change permission ends after a financial-incapacity finding if the named representative is not the appointed fiduciary.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.va.gov/forms/21-22/",
      "official_forms_json": "[{\"facts\": [\"s08-va-vso-claims-purpose\"], \"name\": \"VA Form 21-22, Appointment of Veterans Service Organization as Claimant's Representative\", \"revision\": \"July 2023\", \"revision_facts\": [\"s08-va-vso-claims-revision\"], \"url\": \"https://www.va.gov/forms/21-22/\"}, {\"facts\": [\"s08-va-individual-claims-purpose\"], \"name\": \"VA Form 21-22a, Appointment of Individual As Claimant's Representative\", \"revision\": \"July 2023\", \"revision_facts\": [\"s08-va-individual-claims-revision\"], \"url\": \"https://www.va.gov/forms/21-22a/\"}]",
      "permission": "VA claims representative",
      "processing": "Not published",
      "publishers": "Office of the Federal Register and U.S. Department of Veterans Affairs; U.S. Department of Veterans Affairs",
      "scope": "A VSO or appointed individual assists with VA benefits or claims. This is the claims-representation route.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Documents may be submitted by mail, in person at a VA regional office or electronically.\", \"slug\": \"s08-va-claims-paper-submission\", \"source_url\": \"https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"If you want to have an individual help you with your claim or benefits, have that person complete and submit this form.\", \"slug\": \"s08-va-individual-claims-purpose\", \"source_url\": \"https://www.va.gov/forms/21-22a/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Form revision date: July 2023\", \"slug\": \"s08-va-individual-claims-revision\", \"source_url\": \"https://www.va.gov/forms/21-22a/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"You can fill out your form online, instead of filling out a paper form.\", \"slug\": \"s08-va-individual-online-form\", \"source_url\": \"https://www.va.gov/forms/21-22a/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"This authorization will remain in effect until the earlier of the following events: (1) I file a written revocation with VA; or (2) I appoint another representative, or (3) I have been determined unable to manage my financial affairs and the individual or organization named in Item 16A is not my appointed fiduciary.\", \"slug\": \"s08-va-rep-address-permission-limit\", \"source_url\": \"https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Office of the Federal Register and U.S. Department of Veterans Affairs\", \"quote\": \"If a request to substitute is granted pursuant to 38 CFR 3.1010 , then a new VA Form 21-22, “Appointment of Veterans Service Organization as Claimant's Representative,” or VA Form 21-22a, “Appointment of Individual as Claimant's Representative,” under paragraph (a) of this section is required in order to represent the substitute before VA.\", \"slug\": \"s08-va-substitute-needs-new-appointment\", \"source_url\": \"https://www.ecfr.gov/current/title-38/chapter-I/part-14/section-14.631\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Use VA Form 21-22 when you want to have a Veterans Service Organization (VSO) help you with VA benefits or claims.\", \"slug\": \"s08-va-vso-claims-purpose\", \"source_url\": \"https://www.va.gov/forms/21-22/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"Form revision date: July 2023\", \"slug\": \"s08-va-vso-claims-revision\", \"source_url\": \"https://www.va.gov/forms/21-22/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Department of Veterans Affairs\", \"quote\": \"You can fill out your form online, instead of filling out a paper form.\", \"slug\": \"s08-va-vso-online-form\", \"source_url\": \"https://www.va.gov/forms/21-22/\"}]",
      "source_urls": "https://www.ecfr.gov/current/title-38/chapter-I/part-14/section-14.631; https://www.va.gov/forms/21-22/; https://www.va.gov/forms/21-22a/; https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf",
      "submission": "VA supplies online versions. The paper form permits mail, in-person submission at a VA regional office, or electronic correspondence.",
      "while_well": "The claimant can appoint a VSO or individual for assistance with a claim or benefits."
    },
    {
      "after_death": "Return annuity erroneously paid after the annuitant's death to the U.S. Treasury.",
      "agency": "opm",
      "agency_name": "Office of Personnel Management",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"opm\", \"agency_label\": \"Office of Personnel Management\", \"capacity\": {\"facts\": [\"s08-opm-unable-to-handle-benefits\"], \"text\": \"OPM requires a court-appointed fiduciary or a representative it selects when the annuitant cannot handle benefits.\"}, \"death\": {\"facts\": [\"s08-opm-repay-erroneous-after-death-annuity\"], \"text\": \"Return annuity erroneously paid after the annuitant's death to the U.S. Treasury.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-opm-csrs-fers-scope\", \"s08-opm-poa-not-payment-authority\", \"s08-opm-repay-erroneous-after-death-annuity\", \"s08-opm-representative-payee-form\", \"s08-opm-ri20-7-mail-not-fax\", \"s08-opm-ri20-7-revision\", \"s08-opm-unable-to-handle-benefits\"], \"forms\": [{\"facts\": [\"s08-opm-representative-payee-form\"], \"name\": \"RI 20-7, Application for Selection as Representative Payee of an Annuitant\", \"revision\": \"July 2024\", \"revision_facts\": [\"s08-opm-ri20-7-revision\"], \"url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}], \"guide\": null, \"id\": \"opm-retirement\", \"label\": \"OPM retirement representative payee\", \"notes\": [], \"office_url\": \"https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-opm-unable-to-handle-benefits\", \"s08-opm-csrs-fers-scope\"], \"text\": \"Receive and manage CSRS or FERS annuity payments for an annuitant unable to manage benefits, after OPM selection or court appointment.\"}, \"submission\": {\"facts\": [\"s08-opm-ri20-7-mail-not-fax\"], \"text\": \"Mail the completed RI 20-7 and required evidence to OPM's representative-payee address. Faxed applications are not accepted.\"}, \"well\": {\"facts\": [\"s08-opm-poa-not-payment-authority\"], \"text\": \"A POA or joint account alone does not authorize OPM to make annuity payments to another person.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-opm-csrs-fers-scope; s08-opm-poa-not-payment-authority; s08-opm-repay-erroneous-after-death-annuity; s08-opm-representative-payee-form; s08-opm-ri20-7-mail-not-fax; s08-opm-ri20-7-revision; s08-opm-unable-to-handle-benefits",
      "guide": "",
      "id": "opm-retirement",
      "if_cannot_decide": "OPM requires a court-appointed fiduciary or a representative it selects when the annuitant cannot handle benefits.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/",
      "official_forms_json": "[{\"facts\": [\"s08-opm-representative-payee-form\"], \"name\": \"RI 20-7, Application for Selection as Representative Payee of an Annuitant\", \"revision\": \"July 2024\", \"revision_facts\": [\"s08-opm-ri20-7-revision\"], \"url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}]",
      "permission": "OPM retirement representative payee",
      "processing": "Not published",
      "publishers": "U.S. Office of Personnel Management",
      "scope": "Receive and manage CSRS or FERS annuity payments for an annuitant unable to manage benefits, after OPM selection or court appointment.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"If an annuitant is unable to manage or direct the management of his/her payments made under the Civil Service Retirement System (CSRS) or Federal Employees Retirement System (FERS), the Office of Personnel Management (OPM) requires that the payments be made to a court appointed guardian/conservator, or to an OPM selected representative payee with the clear understanding that the funds will be expended and conserved for the benefit of the annuitant.\", \"slug\": \"s08-opm-csrs-fers-scope\", \"source_url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"OPM will not make payment based on a power of attorney or the existence of a joint account with the annuitant at a financial institution.\", \"slug\": \"s08-opm-poa-not-payment-authority\", \"source_url\": \"https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"If an annuitant dies and is erroneously paid annuity after death, the representative payee must promptly return the erroneous annuity paid. Such payments must be returned to the U.S. Department of the Treasury.\", \"slug\": \"s08-opm-repay-erroneous-after-death-annuity\", \"source_url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"This representative payee form (RI 20-7) explains what is involved in being a representative payee.\", \"slug\": \"s08-opm-representative-payee-form\", \"source_url\": \"https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"Incomplete applications will be returned to the applicant. A faxed application is not acceptable. Mail the completed application, with the court order or required medical documentation and affidavits, to: U.S. Office of Personnel Management, Retirement Services, Attn: Rep Payee, PO Box 45, Boyers, PA 16017-0045.\", \"slug\": \"s08-opm-ri20-7-mail-not-fax\", \"source_url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"RI 20-7, Revised July 2024\", \"slug\": \"s08-opm-ri20-7-revision\", \"source_url\": \"https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Office of Personnel Management\", \"quote\": \"If the annuitant cannot handle the benefits, we require that the payments be made to a court-appointed fiduciary or to a person we select to represent the annuitant.\", \"slug\": \"s08-opm-unable-to-handle-benefits\", \"source_url\": \"https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/\"}]",
      "source_urls": "https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf; https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/",
      "submission": "Mail the completed RI 20-7 and required evidence to OPM's representative-payee address. Faxed applications are not accepted.",
      "while_well": "A POA or joint account alone does not authorize OPM to make annuity payments to another person."
    },
    {
      "after_death": "Someone sharing the deceased person's address may manage mail received there. Forwarding to a different address requires an in-person request and executor or administrator proof.",
      "agency": "usps",
      "agency_name": "U.S. Postal Service",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"usps\", \"agency_label\": \"U.S. Postal Service\", \"capacity\": {\"facts\": [\"s08-usps-incapacity-mail-guardian\", \"s08-usps-unable-person-poa\"], \"text\": \"Mail may follow a guardian or conservator's order for someone legally declared incompetent. USPS lists a POA for another person's change of address when that person cannot act.\"}, \"death\": {\"facts\": [\"s08-usps-shared-address-mail\", \"s08-usps-death-executor-forwarding\"], \"text\": \"Someone sharing the deceased person's address may manage mail received there. Forwarding to a different address requires an in-person request and executor or administrator proof.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-usps-approved-forwarding-start\", \"s08-usps-authorized-mail-agent\", \"s08-usps-death-executor-forwarding\", \"s08-usps-in-person-id-documents\", \"s08-usps-incapacity-mail-guardian\", \"s08-usps-ps3575-local-office\", \"s08-usps-shared-address-mail\", \"s08-usps-someone-else-in-person\", \"s08-usps-unable-person-poa\"], \"forms\": [{\"facts\": [\"s08-usps-ps3575-local-office\"], \"name\": \"PS Form 3575, Change of Address Order\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.usps.com/manage/forward.htm\"}], \"guide\": null, \"id\": \"usps-mail\", \"label\": \"Mail delivery and change-of-address authority\", \"notes\": [], \"office_url\": \"https://www.usps.com/manage/forward.htm\", \"processing\": {\"facts\": [\"s08-usps-approved-forwarding-start\"], \"text\": \"After approval, allow at least 7 to 10 business days for forwarding to take effect. This is an activation interval.\"}, \"scope\": {\"facts\": [\"s08-usps-authorized-mail-agent\", \"s08-usps-ps3575-local-office\", \"s08-usps-someone-else-in-person\", \"s08-usps-in-person-id-documents\"], \"text\": \"An addressee may designate someone to receive mail. Change-of-address requests have separate identity and authority checks.\"}, \"submission\": {\"facts\": [\"s08-usps-someone-else-in-person\", \"s08-usps-ps3575-local-office\", \"s08-usps-death-executor-forwarding\", \"s08-usps-in-person-id-documents\"], \"text\": \"For another person's change of address, visit a Post Office with photo ID and the required authority documents. PS Form 3575 is available there.\"}, \"well\": {\"facts\": [\"s08-usps-authorized-mail-agent\"], \"text\": \"An addressee may designate another person to receive mail.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-usps-approved-forwarding-start; s08-usps-authorized-mail-agent; s08-usps-death-executor-forwarding; s08-usps-in-person-id-documents; s08-usps-incapacity-mail-guardian; s08-usps-ps3575-local-office; s08-usps-shared-address-mail; s08-usps-someone-else-in-person; s08-usps-unable-person-poa",
      "guide": "",
      "id": "usps-mail",
      "if_cannot_decide": "Mail may follow a guardian or conservator's order for someone legally declared incompetent. USPS lists a POA for another person's change of address when that person cannot act.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.usps.com/manage/forward.htm",
      "official_forms_json": "[{\"facts\": [\"s08-usps-ps3575-local-office\"], \"name\": \"PS Form 3575, Change of Address Order\", \"revision\": \"Not published\", \"revision_facts\": [], \"url\": \"https://www.usps.com/manage/forward.htm\"}]",
      "permission": "Mail delivery and change-of-address authority",
      "processing": "After approval, allow at least 7 to 10 business days for forwarding to take effect. This is an activation interval.",
      "publishers": "U.S. Postal Service",
      "scope": "An addressee may designate someone to receive mail. Change-of-address requests have separate identity and authority checks.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"Once your request is approved, allow at least 7-10 business days for it to go into effect.\", \"slug\": \"s08-usps-approved-forwarding-start\", \"source_url\": \"https://www.usps.com/manage/forward.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"Unless otherwise directed, an addressee’s mail may be delivered to an employee, to a competent member of the addressee’s family, or to any person authorized to represent the addressee. A person or several persons may designate another to receive their mail.\", \"slug\": \"s08-usps-authorized-mail-agent\", \"source_url\": \"https://pe.usps.com/text/dmm300/508.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"To forward the deceased's mail to yourself or to a different address, you must go to a Post Office location to submit a change of address request. You will need to: Provide documented proof that you are the appointed executor or administrator authorized to manage the deceased's mail. (Simply having their death certificate is not enough.) Complete a change of address request in person.\", \"slug\": \"s08-usps-death-executor-forwarding\", \"source_url\": \"https://www.usps.com/manage/mail-for-deceased.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"Visit your local Post Office location with acceptable photo ID and any other required documents.\", \"slug\": \"s08-usps-in-person-id-documents\", \"source_url\": \"https://www.usps.com/manage/forward.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"Mail may be delivered under the order of the guardian or conservator for a person legally declared incompetent. If there is no legal representative, the mail is delivered as addressed.\", \"slug\": \"s08-usps-incapacity-mail-guardian\", \"source_url\": \"https://pe.usps.com/text/dmm300/508.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"Request a free Mover's Guide packet. Fill out the PS Form 3575 found inside the packet, and give it to the retail associate.\", \"slug\": \"s08-usps-ps3575-local-office\", \"source_url\": \"https://www.usps.com/manage/forward.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"If you shared a mailing address with someone who has died and continue to receive that mail, you have several options: You may open and manage the deceased's mail as needed.\", \"slug\": \"s08-usps-shared-address-mail\", \"source_url\": \"https://www.usps.com/manage/mail-for-deceased.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"You must submit your change of address request in person at a Post Office location if: You're moving outside the United States You're submitting a change of request for someone else\", \"slug\": \"s08-usps-someone-else-in-person\", \"source_url\": \"https://www.usps.com/manage/forward.htm\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"U.S. Postal Service\", \"quote\": \"A person who is unable to act for themselves: Power of Attorney\", \"slug\": \"s08-usps-unable-person-poa\", \"source_url\": \"https://www.usps.com/manage/forward.htm\"}]",
      "source_urls": "https://pe.usps.com/text/dmm300/508.htm; https://www.usps.com/manage/forward.htm; https://www.usps.com/manage/mail-for-deceased.htm",
      "submission": "For another person's change of address, visit a Post Office with photo ID and the required authority documents. PS Form 3575 is available there.",
      "while_well": "An addressee may designate another person to receive mail."
    },
    {
      "after_death": "Death reporting depends on employment status. TSP then applies the filed beneficiary designation or statutory order.",
      "agency": "tsp",
      "agency_name": "Thrift Savings Plan",
      "checked_on": "2026-10-22",
      "complete_row_json": "{\"agency\": \"tsp\", \"agency_label\": \"Thrift Savings Plan\", \"capacity\": {\"facts\": [\"s08-tsp-springing-trigger-evidence\", \"s08-tsp-guardianship-order-review\"], \"text\": \"A springing POA needs evidence that its trigger occurred. TSP reviews the court order and any issued guardianship or conservatorship letters.\"}, \"death\": {\"facts\": [\"s08-tsp-death-beneficiary-process\", \"s08-tsp-death-reporting-route\"], \"text\": \"Death reporting depends on employment status. TSP then applies the filed beneficiary designation or statutory order.\"}, \"ends_at_death\": {\"facts\": [], \"text\": \"Not published\"}, \"facts\": [\"s08-tsp-authority-online-upload\", \"s08-tsp-death-beneficiary-process\", \"s08-tsp-death-reporting-route\", \"s08-tsp-guardian-conservator-order\", \"s08-tsp-guardianship-order-review\", \"s08-tsp-participant-still-can-act\", \"s08-tsp-poa-approval\", \"s08-tsp-poa-mail-fax-routes\", \"s08-tsp-springing-trigger-evidence\"], \"forms\": [], \"guide\": null, \"id\": \"tsp-authority\", \"label\": \"TSP POA or court-appointed authority\", \"notes\": [], \"office_url\": \"https://www.tsp.gov/publications/tspbk11.pdf\", \"processing\": {\"facts\": [], \"text\": \"Not published\"}, \"scope\": {\"facts\": [\"s08-tsp-poa-approval\", \"s08-tsp-guardian-conservator-order\"], \"text\": \"An approved POA permits an agent to conduct TSP business within its authority. Court-appointed guardianship or conservatorship is a separate route.\"}, \"submission\": {\"facts\": [\"s08-tsp-authority-online-upload\", \"s08-tsp-poa-mail-fax-routes\"], \"text\": \"Use the TSP POA Management System or the POA Center's published mail or fax route for document review.\"}, \"well\": {\"facts\": [\"s08-tsp-participant-still-can-act\"], \"text\": \"The participant can still conduct account business with a valid POA on file.\"}}",
      "ends_at_death": "Not published",
      "fact_slugs": "s08-tsp-authority-online-upload; s08-tsp-death-beneficiary-process; s08-tsp-death-reporting-route; s08-tsp-guardian-conservator-order; s08-tsp-guardianship-order-review; s08-tsp-participant-still-can-act; s08-tsp-poa-approval; s08-tsp-poa-mail-fax-routes; s08-tsp-springing-trigger-evidence",
      "guide": "",
      "id": "tsp-authority",
      "if_cannot_decide": "A springing POA needs evidence that its trigger occurred. TSP reviews the court order and any issued guardianship or conservatorship letters.",
      "next_check_on": "2027-01-22; 2027-10-22",
      "office_url": "https://www.tsp.gov/publications/tspbk11.pdf",
      "official_forms_json": "[]",
      "permission": "TSP POA or court-appointed authority",
      "processing": "Not published",
      "publishers": "Federal Retirement Thrift Investment Board; Office of the Federal Register and Federal Retirement Thrift Investment Board",
      "scope": "An approved POA permits an agent to conduct TSP business within its authority. Court-appointed guardianship or conservatorship is a separate route.",
      "source_provenance_json": "[{\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"Welcome to the Power of Attorney Management System Use this site to submit documentation. Be sure to follow any submission instructions for each document.\", \"slug\": \"s08-tsp-authority-online-upload\", \"source_url\": \"https://poac.rk.tsp.gov/poa/poa.poa\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"If there was a beneficiary designation on file with us on the date of the participant’s death, the TSP account will be distributed according to that designation. Otherwise, the participant’s account will be paid according to the order of precedence required by law.\", \"slug\": \"s08-tsp-death-beneficiary-process\", \"source_url\": \"https://www.tsp.gov/publications/tspbk31.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"When a TSP participant dies while still actively employed in federal service, the employing agency informs the TSP. If a participant dies after separating from federal service or is the account holder of a beneficiary participant account, the participant’s survivors should contact us using one of the ThriftLine Service Center options listed at the beginning of this booklet.\", \"slug\": \"s08-tsp-death-reporting-route\", \"source_url\": \"https://www.tsp.gov/publications/tspbk31.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"A court order that authorizes an individual to act on behalf of an incapacitated or incapable person is known as a guardianship order or a conservatorship order. For the purposes of the TSP, the incapacitated or incapable person is the participant, the beneficiary, or a payee. That person is also referred to as the “ward.” The person appointed by the court to act on the ward’s behalf is called a “guardian” or “conservator.”\", \"slug\": \"s08-tsp-guardian-conservator-order\", \"source_url\": \"https://www.tsp.gov/publications/tspbk11.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"If the jurisdiction issues letters of guardianship or conservatorship, both the letters and the original order must be submitted for review.\", \"slug\": \"s08-tsp-guardianship-order-review\", \"source_url\": \"https://www.tsp.gov/publications/tspbk11.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"The participant is still able to conduct business on the account when there is a valid POA on file.\", \"slug\": \"s08-tsp-participant-still-can-act\", \"source_url\": \"https://www.tsp.gov/publications/tspbk11.pdf\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Office of the Federal Register and Federal Retirement Thrift Investment Board\", \"quote\": \"A participant or beneficiary can appoint an agent to conduct business with the TSP on his or her behalf by using a power of attorney (POA). The agent is called an attorney-in-fact. The TSP record keeper must approve a POA before the agent can conduct business with the TSP; however, the TSP record keeper will accept a document that was signed by the agent before the TSP record keeper approved the POA.\", \"slug\": \"s08-tsp-poa-approval\", \"source_url\": \"https://www.ecfr.gov/current/title-5/chapter-VI/part-1690/section-1690.12\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-01-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"To submit a Power of Attorney (POA) for review Fax Number +1-773-915-6007 US Mail POA Center C/O Broadridge Processing PO Box 1990 Newark, NJ 07101-1990\", \"slug\": \"s08-tsp-poa-mail-fax-routes\", \"source_url\": \"https://poac.rk.tsp.gov/poa/contactus.poa?page=login\"}, {\"checked_on\": \"2026-10-22\", \"next_check_on\": \"2027-10-22\", \"publisher\": \"Federal Retirement Thrift Investment Board\", \"quote\": \"A “springing POA” becomes effective only after a specific event has taken place. A springing POA must be submitted with evidence that the event it describes has already occurred.\", \"slug\": \"s08-tsp-springing-trigger-evidence\", \"source_url\": \"https://www.tsp.gov/publications/tspbk11.pdf\"}]",
      "source_urls": "https://poac.rk.tsp.gov/poa/contactus.poa?page=login; https://poac.rk.tsp.gov/poa/poa.poa; https://www.ecfr.gov/current/title-5/chapter-VI/part-1690/section-1690.12; https://www.tsp.gov/publications/tspbk11.pdf; https://www.tsp.gov/publications/tspbk31.pdf",
      "submission": "Use the TSP POA Management System or the POA Center's published mail or fax route for document review.",
      "while_well": "The participant can still conduct account business with a valid POA on file."
    }
  ],
  "updated": "2026-10-22"
}