--- title: Who can act with each agency | Plan Before You Die url: https://planbeforeyoudie.app/guides/who-can-act-with-each-agency source: Plan Before You Die --- # Who can act with each agency Social Security requires its own representative payee appointment to manage benefits. A power of attorney does not replace it. Other agencies distinguish information access, claims representation and benefit management. Compare each permission below for today, incapacity and after a death. The agency confirms the authority it accepts. - Free. No account needed - Official agency sources ## Which agency permissions do you want to compare? Your answers Which agency do you want to review? - All agencies - Social Security Administration - Railroad Retirement Board - Internal Revenue Service - Medicare - Veterans Affairs - OPM retirement - United States Postal Service - Thrift Savings Plan Agency permissions cover different tasks. Read the scope and limits for every route. Which situation do you want to focus on? - All situations - While you can decide - If you cannot decide - After a death This changes the situation column. It keeps every permission route and caution for the selected agency. CSV keeps all three situations. ## Which rules does this tool use? | Agency and permission | What it permits | Official form and revision | How to submit | Published processing time | While you can decide | If you cannot decide | After a death | Does authority end at death? | Our related guide | Official source | |---|---|---|---|---|---|---|---|---|---|---| | Social Security Administration. Representative payee | **Scope** Receive and manage Social Security or SSI benefits when SSA decides the beneficiary cannot manage or direct their management. **Conditions** A power of attorney, joint bank account or claims-representative appointment does not replace SSA payee appointment. **SSA's words** [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.](https://www.ssa.gov/payee/faqrep.htm) | **SSA-11. Request to be selected as payee. Official application guidance.** [SSA-11. Request to be selected as payee. Official application guidance.](https://secure.ssa.gov/poms.nsf/lnx/0200502115) **Revision** [Not published](https://secure.ssa.gov/poms.nsf/lnx/0200502115) | **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. | **Processing** [Not published](https://www.ssa.gov/payee/faqrep.htm) | **While well** SSA presumes adults capable of managing benefits and gathers evidence before deciding a payee is needed. | **Capacity** SSA appoints a payee for a beneficiary unable to manage or direct management of benefits. | **After death** Conserved funds become estate property. Give them to the estate's legal representative, or ask the probate court for instructions. | **End of authority** After death, conserved funds pass to the estate rather than remaining under ongoing benefit management. | **Related guide** No separate guide | [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm); [Social Security Administration](https://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1622.html); [Social Security Administration](https://secure.ssa.gov/poms.nsf/lnx/0200502115) | | Social Security Administration. Appointed claims representative | **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. **Conditions** Claims representation does not supply authority to manage the person's Social Security or SSI payments. | **SSA-1696. Claimant's Appointment of a Representative.** [SSA-1696. Claimant's Appointment of a Representative.](https://www.ssa.gov/forms/ssa-1696.pdf) **Revision** [12-2024](https://www.ssa.gov/forms/ssa-1696.pdf) | **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. | **Processing** [Not published](https://secure.ssa.gov/poms.nsf/lnx/0203910040) | **While well** A claimant with a pending matter can appoint a registered individual to represent them on that matter. | **Capacity** A legal guardian can appoint for a claimant judged legally incompetent. Payee status alone does not authorize signing the appointment. | **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. | **End of authority** Not automatically. The appointment continues in the pending case until an SSA termination event occurs. | **Related guide** No separate guide | [Social Security Administration](https://secure.ssa.gov/poms.nsf/links/0203910060); [Social Security Administration](https://secure.ssa.gov/poms.nsf/lnx/0203910040); [Social Security Administration](https://secure.ssa.gov/poms.nsf/lnx/0203910025); [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm); [Social Security Administration](https://www.ssa.gov/forms/ssa-1696.pdf) | | Social Security Administration. Advance designation of a possible payee | **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. | **SSA-4547. Advance Designation of Representative Payee. Ask SSA for the current paper form.** [SSA-4547. Advance Designation of Representative Payee. Ask SSA for the current paper form.](https://secure.ssa.gov/poms.nsf/links/0200502085) **Revision** [Not published](https://secure.ssa.gov/poms.nsf/links/0200502085) | **Submission** Use a personal my Social Security account, telephone, an SSA office, or mail through SSA-4547 provided by SSA. | **Processing** [Not published](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | **While well** Capable adult and emancipated-minor applicants or beneficiaries may name possible future payees. | **Capacity** 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. | **After death** SSA does not select an advance designee when it determines that the beneficiary has died. | **End of authority** SSA does not select the designee as payee once the beneficiary is deceased. | **Related guide** [Read our advance designation guide](https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation) | [Social Security Administration](https://www.ssa.gov/legislation/Advance%20Designation%20of%20Representative%20Payee.pdf); [Social Security Administration](https://secure.ssa.gov/poms.nsf/links/0200502085); [Social Security Administration](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | | Social Security Administration. Consent to release information | **Scope** Authorize SSA to release specified records to a named person or organization. The consent describes information disclosure. **Conditions** Unless otherwise specified, consent permits one use. It lasts one year, or 90 days when medical records are requested. | **SSA-3288. Consent for Release of Information.** [SSA-3288. Consent for Release of Information.](https://www.ssa.gov/forms/ssa-3288.pdf) **Revision** [04-2026](https://www.ssa.gov/forms/ssa-3288.pdf) **SSA-3288-OP1. Electronic consent route for the adult record holder.** [SSA-3288-OP1. Electronic consent route for the adult record holder.](https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html) **Revision** [Not published](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. | **Processing** [Not published](https://www.ssa.gov/forms/ssa-3288.pdf) | **While well** A competent adult may give written consent to release their own information to a third party. | **Capacity** 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. | **After death** [Not published](https://www.ssa.gov/forms/ssa-3288.pdf) | **End of authority** [Not published](https://www.ssa.gov/forms/ssa-3288.pdf) | **Related guide** No separate guide | [Social Security Administration](https://secure.ssa.gov/poms.Nsf/lnx/0203305005); [Social Security Administration](https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html); [Social Security Administration](https://www.ssa.gov/forms/ssa-3288.pdf) | | U.S. Railroad Retirement Board. Railroad Retirement Board representative payee | **Scope** Receive and use Railroad Retirement Act annuity payments for a beneficiary when RRB decides payee management best serves the beneficiary. **Conditions** A power of attorney does not replace RRB's payee appointment. **Conditions** The published 15-day advance notice lets the annuitant contest appointment. It is not a processing-time estimate. | **AA-5. Payee-substitution instructions in the official manual, not a downloadable application.** [AA-5. Payee-substitution instructions in the official manual, not a downloadable application.](https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf) **Revision** [Not published](https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf) **RB-5. Your Duties as Representative Payee. Official guide, not an application.** [RB-5. Your Duties as Representative Payee. Official guide, not an application.](https://www.rrb.gov/Benefits/RB-5) **Revision** [02-26](https://www.rrb.gov/Benefits/RB-5) | **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. | **Processing** [Not published](https://www.rrb.gov/Benefits/RB-5) | **While well** RRB decides whether direct payment or payment to a representative payee best serves the annuitant. | **Capacity** RRB may appoint a payee without a court finding of incompetence and may select someone other than the legal representative. | **After death** Saved or invested benefits belong to the estate. Transfer them to the estate's legal representative, or handle them under state law. | **End of authority** After death, saved benefits belong to the estate and follow state-law distribution. | **Related guide** No separate guide | [U.S. Railroad Retirement Board](https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf); [U.S. Railroad Retirement Board](https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants); [U.S. Railroad Retirement Board](https://www.rrb.gov/Benefits/RB-5/benefits_saved); [U.S. Railroad Retirement Board](https://www.rrb.gov/Benefits/RB-5) | | Internal Revenue Service. IRS representation with Form 2848 | **Scope** Authorizes an eligible individual to represent the taxpayer for the specified IRS matters and receive confidential tax information. **Conditions** The form applies to IRS representation. The IRS must recognize the person and authority. | **Form 2848. Power of Attorney and Declaration of Representative** [Form 2848. Power of Attorney and Declaration of Representative](https://www.irs.gov/pub/irs-pdf/f2848.pdf) **Revision** [January 2021](https://www.irs.gov/pub/irs-pdf/f2848.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. | **Processing** The IRS publishes three business days after receipt. Check the live processing page for changes. | **While well** The taxpayer may authorize an eligible IRS representative for the listed matters. | **Capacity** 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. | **After death** An estate fiduciary may issue a new authorization and sign for the estate. A pre-death authorization does not continue. | **End of authority** A pre-death Form 2848 expires when the taxpayer dies. | **Related guide** [IRS representation and Form 2848](https://planbeforeyoudie.app/guides/benefits/irs-form-2848) | [Internal Revenue Service](https://www.irs.gov/publications/p947); [Internal Revenue Service](https://www.irs.gov/forms-pubs/items-to-consider-while-completing-form-2848); [Internal Revenue Service](https://www.irs.gov/help/processing-status-for-tax-forms); [Internal Revenue Service](https://www.irs.gov/pub/irs-pdf/f2848.pdf); [Internal Revenue Service](https://www.irs.gov/forms-pubs/about-form-2848); [Internal Revenue Service](https://www.irs.gov/instructions/i2848); [Internal Revenue Service](https://www.irs.gov/irm/part5/irm_05-005-007) | | Internal Revenue Service. IRS information access with Form 8821 | **Scope** Allows the named person or organization to inspect or receive listed confidential tax information. It does not authorize representation or advocacy. **Conditions** Information access does not authorize signing agreements or representing the taxpayer. | **Form 8821. Tax Information Authorization** [Form 8821. Tax Information Authorization](https://www.irs.gov/pub/irs-pdf/f8821.pdf) **Revision** [January 2021](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. | **Processing** The IRS publishes three business days after receipt. Check the live processing page for changes. | **While well** The taxpayer may designate a person or organization to receive the listed information. | **Capacity** A guardian or other person acting for the taxpayer generally must document their status and authority. This remains information access only. | **After death** An executor with authority to bind the estate may sign a new authorization. Form 56 identifies the executor. | **End of authority** A pre-death Form 8821 expires when the taxpayer dies. | **Related guide** [IRS information access and Form 8821](https://planbeforeyoudie.app/guides/benefits/irs-form-8821) | [Internal Revenue Service](https://www.irs.gov/instructions/i8821); [Internal Revenue Service](https://www.irs.gov/help/processing-status-for-tax-forms); [Internal Revenue Service](https://www.irs.gov/pub/irs-pdf/f8821.pdf); [Internal Revenue Service](https://www.irs.gov/forms-pubs/about-form-8821); [Internal Revenue Service](https://www.irs.gov/irm/part5/irm_05-005-007) | | Internal Revenue Service. IRS fiduciary relationship notice | **Scope** Notifies the IRS of an existing fiduciary relationship or its termination. A fiduciary acts in the taxpayer's place. **Conditions** Form 56 identifies the fiduciary relationship. Form 2848 concerns a separate representative authorization. | **Form 56. Notice Concerning Fiduciary Relationship** [Form 56. Notice Concerning Fiduciary Relationship](https://www.irs.gov/pub/irs-pdf/f56.pdf) **Revision** [June 2026](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. | **Processing** [Not published](https://www.irs.gov/forms-pubs/about-form-56) | **While well** The instructions include a trustee named under a valid trust instrument. The notice concerns an existing fiduciary role. | **Capacity** The instructions include an existing court appointment as guardian, custodian or conservator. | **After death** The instructions cover executors, administrators and a specified intestate-estate fiduciary without court appointment. | **End of authority** [Not published](https://www.irs.gov/forms-pubs/about-form-56) | **Related guide** No separate guide | [Internal Revenue Service](https://www.irs.gov/forms-pubs/clarified-filing-addresses-for-fiduciaries); [Internal Revenue Service](https://www.irs.gov/instructions/i56); [Internal Revenue Service](https://www.irs.gov/pub/irs-pdf/f56.pdf); [Internal Revenue Service](https://www.irs.gov/forms-pubs/about-form-56) | | Internal Revenue Service. Refund due a deceased taxpayer | **Scope** Claims a refund on behalf of a deceased taxpayer, subject to the form's claimant conditions and exceptions. **Conditions** This is a refund claim route. The official instructions define who must file and the exceptions. | **Form 1310. Statement of Person Claiming Refund Due a Deceased Taxpayer** [Form 1310. Statement of Person Claiming Refund Due a Deceased Taxpayer](https://www.irs.gov/pub/irs-pdf/f1310.pdf) **Revision** [December 2025](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. | **Processing** [Not published](https://www.irs.gov/forms-pubs/about-form-1310) | **While well** [Not published](https://www.irs.gov/forms-pubs/about-form-1310) | **Capacity** [Not published](https://www.irs.gov/forms-pubs/about-form-1310) | **After death** Applies after the taxpayer dies. Some surviving-spouse joint returns and certain personal-representative original returns do not require this form. | **End of authority** [Not published](https://www.irs.gov/forms-pubs/about-form-1310) | **Related guide** No separate guide | [Internal Revenue Service](https://www.irs.gov/pub/irs-pdf/f1310.pdf); [Internal Revenue Service](https://www.irs.gov/forms-pubs/about-form-1310) | | Medicare. Medicare permission to share health information | **Scope** Gives 1-800-MEDICARE permission to share the specified personal health information with a named person or organization. **Conditions** The form concerns information disclosure. A representative must document the relevant legal authority. | **CMS-10106. Authorization to Disclose Personal Health Information Release Form** [CMS-10106. Authorization to Disclose Personal Health Information Release Form](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) **Revision** [03/2026](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. | **Processing** [Not published](https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148) | **While well** The person with Medicare may authorize the stated disclosure and choose its duration, subject to state limits and revocation. | **Capacity** A personal representative may sign with paperwork showing legal authority to act. The permission concerns sharing information. | **After death** A request for a deceased beneficiary's records needs legal documentation proving the requester's right to that information. | **End of authority** [Not published](https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148) | **Related guide** [Medicare permission to share information](https://planbeforeyoudie.app/medicare-form) | [Centers for Medicare & Medicaid Services](https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148); [Centers for Medicare & Medicaid Services](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | | Veterans Affairs. VA-appointed fiduciary | **Scope** Manage VA benefit payments for a beneficiary, subject to VA appointment and oversight. | **Official form** [Not published](https://www.benefits.va.gov/fiduciary/) | **Submission** Potential fiduciaries may self-register through the Potential Fiduciary Application on Access VA. VA investigates and appoints the fiduciary. | **Processing** [Not published](https://www.benefits.va.gov/fiduciary/) | **While well** Beneficiaries normally manage their own VA benefits. Appointment follows VA's inability finding. | **Capacity** VA appoints a fiduciary after finding the beneficiary cannot manage financial affairs. | **After death** Report the death promptly. Saved VA benefits generally go to the legal representative of the beneficiary's estate. | **End of authority** [Not published](https://www.benefits.va.gov/fiduciary/) | **Related guide** No separate guide | [U.S. Department of Veterans Affairs](https://www.va.gov/files/2026-04/fiduciary-faq.pdf); [U.S. Department of Veterans Affairs](https://www.benefits.va.gov/fiduciary/); [U.S. Department of Veterans Affairs](https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf) | | Veterans Affairs. VA information disclosure authorization | **Scope** Authorize VA to disclose the specified personal benefit or claim information to a third party. | **VA Form 21-0845, Authorization to Disclose Personal Information to a Third Party** [VA Form 21-0845, Authorization to Disclose Personal Information to a Third Party](https://www.va.gov/forms/21-0845/) **Revision** [May 2026](https://www.va.gov/forms/21-0845/) | **Submission** Submit online, use Direct Upload, or mail the signed authorization to the Evidence Intake Center listed in the form. | **Processing** [Not published](https://www.va.gov/forms/21-0845/) | **While well** The claimant gives VA permission to share the specified information and can limit consent's duration. | **Capacity** A beneficiary whom VA recognizes as incompetent cannot execute this form. Ask VA about the appropriate fiduciary route. | **After death** [Not published](https://www.va.gov/forms/21-0845/) | **End of authority** [Not published](https://www.va.gov/forms/21-0845/) | **Related guide** No separate guide | [U.S. Department of Veterans Affairs](https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf); [U.S. Department of Veterans Affairs](https://www.va.gov/forms/21-0845/) | | Veterans Affairs. VA claims representative | **Scope** A VSO or appointed individual assists with VA benefits or claims. This is the claims-representation route. | **VA Form 21-22, Appointment of Veterans Service Organization as Claimant's Representative** [VA Form 21-22, Appointment of Veterans Service Organization as Claimant's Representative](https://www.va.gov/forms/21-22/) **Revision** [July 2023](https://www.va.gov/forms/21-22/) **VA Form 21-22a, Appointment of Individual As Claimant's Representative** [VA Form 21-22a, Appointment of Individual As Claimant's Representative](https://www.va.gov/forms/21-22a/) **Revision** [July 2023](https://www.va.gov/forms/21-22a/) | **Submission** VA supplies online versions. The paper form permits mail, in-person submission at a VA regional office, or electronic correspondence. | **Processing** [Not published](https://www.va.gov/forms/21-22/) | **While well** The claimant can appoint a VSO or individual for assistance with a claim or benefits. | **Capacity** The VSO form's address-change permission ends after a financial-incapacity finding if the named representative is not the appointed fiduciary. | **After death** If VA grants substitution, a new Form 21-22 or 21-22a is required to represent the substitute. | **End of authority** [Not published](https://www.va.gov/forms/21-22/) | **Related guide** No separate guide | [U.S. Department of Veterans Affairs](https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf); [U.S. Department of Veterans Affairs](https://www.va.gov/forms/21-22a/); [Office of the Federal Register and U.S. Department of Veterans Affairs](https://www.ecfr.gov/current/title-38/chapter-I/part-14/section-14.631); [U.S. Department of Veterans Affairs](https://www.va.gov/forms/21-22/) | | Office of Personnel Management. OPM retirement representative payee | **Scope** Receive and manage CSRS or FERS annuity payments for an annuitant unable to manage benefits, after OPM selection or court appointment. | **RI 20-7, Application for Selection as Representative Payee of an Annuitant** [RI 20-7, Application for Selection as Representative Payee of an Annuitant](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) **Revision** [July 2024](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) | **Submission** Mail the completed RI 20-7 and required evidence to OPM's representative-payee address. Faxed applications are not accepted. | **Processing** [Not published](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | **While well** A POA or joint account alone does not authorize OPM to make annuity payments to another person. | **Capacity** OPM requires a court-appointed fiduciary or a representative it selects when the annuitant cannot handle benefits. | **After death** Return annuity erroneously paid after the annuitant's death to the U.S. Treasury. | **End of authority** [Not published](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | **Related guide** No separate guide | [U.S. Office of Personnel Management](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf); [U.S. Office of Personnel Management](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | | U.S. Postal Service. Mail delivery and change-of-address authority | **Scope** An addressee may designate someone to receive mail. Change-of-address requests have separate identity and authority checks. | **PS Form 3575, Change of Address Order** [PS Form 3575, Change of Address Order](https://www.usps.com/manage/forward.htm) **Revision** [Not published](https://www.usps.com/manage/forward.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. | **Processing** After approval, allow at least 7 to 10 business days for forwarding to take effect. This is an activation interval. | **While well** An addressee may designate another person to receive mail. | **Capacity** 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. | **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. | **End of authority** [Not published](https://www.usps.com/manage/forward.htm) | **Related guide** No separate guide | [U.S. Postal Service](https://www.usps.com/manage/forward.htm); [U.S. Postal Service](https://pe.usps.com/text/dmm300/508.htm); [U.S. Postal Service](https://www.usps.com/manage/mail-for-deceased.htm) | | Thrift Savings Plan. TSP POA or court-appointed authority | **Scope** An approved POA permits an agent to conduct TSP business within its authority. Court-appointed guardianship or conservatorship is a separate route. | **Official form** [Not published](https://www.tsp.gov/publications/tspbk11.pdf) | **Submission** Use the TSP POA Management System or the POA Center's published mail or fax route for document review. | **Processing** [Not published](https://www.tsp.gov/publications/tspbk11.pdf) | **While well** The participant can still conduct account business with a valid POA on file. | **Capacity** A springing POA needs evidence that its trigger occurred. TSP reviews the court order and any issued guardianship or conservatorship letters. | **After death** Death reporting depends on employment status. TSP then applies the filed beneficiary designation or statutory order. | **End of authority** [Not published](https://www.tsp.gov/publications/tspbk11.pdf) | **Related guide** No separate guide | [Federal Retirement Thrift Investment Board](https://poac.rk.tsp.gov/poa/poa.poa); [Federal Retirement Thrift Investment Board](https://www.tsp.gov/publications/tspbk31.pdf); [Federal Retirement Thrift Investment Board](https://www.tsp.gov/publications/tspbk11.pdf); [Office of the Federal Register and Federal Retirement Thrift Investment Board](https://www.ecfr.gov/current/title-5/chapter-VI/part-1690/section-1690.12); [Federal Retirement Thrift Investment Board](https://poac.rk.tsp.gov/poa/contactus.poa?page=login) | [Review benefit and tax paperwork](https://planbeforeyoudie.app/guides/benefits) ## What should you confirm with the agency? ### Does a power of attorney work with every agency? No. Social Security distinguishes a representative payee from a power of attorney or claims representative. Other agencies have their own rules. Read the specific permission and ask the agency to confirm authority. ### Does an authorization continue after a death? It depends on the permission. IRS guidance says a pre-death Form 2848 or 8821 expires at death. SSA describes limited continuation for an appointed representative in a pending case. Confirm the specific route. ### What does Not published mean? We did not verify that field in the cited official sources. It does not establish that authority exists or ends. Use the linked office to confirm current requirements. ### When should I review these permissions? Return when circumstances, agency instructions or forms change. We recheck form revisions and published processing times every quarter. The calendar download sets a voluntary source review, not a filing deadline. ## How does this tool work? - **What it does** Compare agency permissions, official forms and limits before and after death. - **How it decides** Choose an agency to show its permission routes. Choose a situation to focus the lifecycle column. Every route and caution stays available for that agency. The CSV retains all three situations. A displayed row does not grant authority or select a form. The full reference remains readable without scripts. - **Your answers** Your answers stay in this browser. Anonymous tool-use counts contain no answers. A copied link includes your answers in its fragment. Share links and downloads only with people you choose. - **What it is based on** It uses [Social Security guidance](https://www.ssa.gov/payee/faqrep.htm) and the official agency instructions and regulations linked in each row. Social Security's exact power of attorney statement appears with the payee row. We recheck form revisions and published processing times every quarter, and other rules at least yearly. We recheck each official source at least once a year and update this page when one changes. - **What it doesn't do** This reference describes agency permissions. It does not decide capacity, grant authority, choose a legal document, fill a form or submit paperwork. Ask each agency about its requirements. Where state law decides authority, talk with a lawyer in your state. A calendar item is a voluntary source review, not a filing deadline. It covers the United States. This is general information, not legal, medical or financial advice. ## Where do these facts come from? | Fact | Source | Checked | |---|---|---| | Certain surviving-spouse joint returns and personal-representative original returns do not require Form 1310. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f1310.pdf) | Oct 22, 2026 | | For Form 1310, a personal representative is a court-appointed or certified executor or administrator. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f1310.pdf) | Oct 22, 2026 | | The current official Form 1310 is revised December 2025. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f1310.pdf) | Oct 22, 2026 | | Form 1310 claims a refund on behalf of a deceased taxpayer. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/about-form-1310) | Oct 22, 2026 | | Form 1310 has conditional mail, electronic-return attachment and joint-check reissue submission routes. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f1310.pdf) | Oct 22, 2026 | | A power of attorney generally ends on incapacity, with a conditional IRS-acceptable durable authorization exception. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/publications/p947) | Oct 22, 2026 | | A modified Form 2848 can restrict transcript delivery and specified Tax Pro Account services. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/items-to-consider-while-completing-form-2848) | Oct 22, 2026 | | The IRS publishes three business days after receipt for processing Form 2848. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/help/processing-status-for-tax-forms) | Oct 22, 2026 | | The current official Form 2848 is revised January 2021. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f2848.pdf) | Oct 22, 2026 | | Form 2848 authorizes an eligible individual to represent the taxpayer before the IRS and receive confidential tax information. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/about-form-2848) | Oct 22, 2026 | | A Form 2848 using an electronic signature must be submitted online. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i2848) | Oct 22, 2026 | | Form 2848 can be submitted online, by fax or by mail, with separate routing for specific-use matters. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i2848) | Oct 22, 2026 | | The Dallas Insolvency office is limited to the specified receiver, similar fiduciary or creditor-assignment cases. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/clarified-filing-addresses-for-fiduciaries) | Oct 22, 2026 | | The Form 56 instructions cover estate executors, administrators and a specified intestate-estate fiduciary without court appointment. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i56) | Oct 22, 2026 | | The Form 56 instructions cover a trustee named under a valid trust instrument. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i56) | Oct 22, 2026 | | A fiduciary acts in the taxpayer's place, while an authorized representative acts only within the granted authority. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i56) | Oct 22, 2026 | | The Form 56 instructions cover an existing court appointment as guardian, custodian or conservator. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i56) | Oct 22, 2026 | | The current official Form 56 is revised June 2026. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f56.pdf) | Oct 22, 2026 | | Form 56 notifies the IRS about a fiduciary relationship and specified qualification notices. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/about-form-56) | Oct 22, 2026 | | Form 56 normally goes to the IRS service center where the represented person files tax returns. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i56) | Oct 22, 2026 | | A guardian or other person acting for the taxpayer generally must document their status and authority. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i8821) | Oct 22, 2026 | | An authorized executor signs an estate's Form 8821, and Form 56 identifies the executor. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i8821) | Oct 22, 2026 | | Form 8821 does not authorize advocacy, agreements or representation before the IRS. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i8821) | Oct 22, 2026 | | The IRS publishes three business days after receipt for processing Form 8821. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/help/processing-status-for-tax-forms) | Oct 22, 2026 | | The current official Form 8821 is revised January 2021. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/pub/irs-pdf/f8821.pdf) | Oct 22, 2026 | | Form 8821 lets a designated person or organization inspect or receive the listed confidential tax information. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/forms-pubs/about-form-8821) | Oct 22, 2026 | | A Form 8821 using an electronic signature must be submitted online. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i8821) | Oct 22, 2026 | | Form 8821 can be submitted online, by fax or by mail, with separate routing for specific-use matters. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i8821) | Oct 22, 2026 | | A fiduciary may appoint an eligible IRS representative and must sign the authorization for the person or entity. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/instructions/i2848) | Oct 22, 2026 | | Pre-death Forms 2848 and 8821 expire at the taxpayer's death, and the estate executor may issue a new authorization. | [Internal Revenue Service (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.irs.gov/irm/part5/irm_05-005-007) | Oct 22, 2026 | | The CMS form catalog identifies March 1, 2026 as the CMS-10106 revision date. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148) | Oct 22, 2026 | | A request for a deceased Medicare beneficiary's records needs legal documentation establishing the requester's authority. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | The Medicare authorization can state a time period or indefinite disclosure, subject to state limits and revocation. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | A personal representative signing CMS-10106 must attach paperwork showing authority to act for the person. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | The current CMS-10106 PDF is marked 03/2026. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | The person may change or revoke the Medicare disclosure authorization in writing, subject to information already released. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | CMS-10106 gives 1-800-MEDICARE permission to share the specified personal health information with someone else. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | CMS-10106 may be submitted through a secure Medicare account or mailed to the written authorization department. | [Centers for Medicare & Medicaid Services (Actual current official page or PDF retrieved October 22, 2026. Original response, headers and extraction retained.)](https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf) | Oct 22, 2026 | | OPM's representative-payee application covers CSRS and FERS annuity payments. | [U.S. Office of Personnel Management (RI 20-7, revised July 2024)](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) | Oct 22, 2026 | | OPM will not make annuity payments based on a POA or a joint account alone. | [U.S. Office of Personnel Management (Current official retirement guidance)](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | Oct 22, 2026 | | An OPM representative payee must return annuity erroneously paid after an annuitant dies. | [U.S. Office of Personnel Management (RI 20-7, revised July 2024)](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) | Oct 22, 2026 | | OPM identifies RI 20-7 as its representative-payee form. | [U.S. Office of Personnel Management (Current official retirement guidance)](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | Oct 22, 2026 | | OPM requires the completed representative-payee application by mail and rejects faxed applications. | [U.S. Office of Personnel Management (RI 20-7, revised July 2024)](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) | Oct 22, 2026 | | The current RI 20-7 download is revised July 2024. | [U.S. Office of Personnel Management (RI 20-7, revised July 2024)](https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf) | Oct 22, 2026 | | OPM requires payment through a court-appointed fiduciary or selected representative when an annuitant cannot handle benefits. | [U.S. Office of Personnel Management (Current official retirement guidance)](https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/) | Oct 22, 2026 | | RRB's application manual identifies AA-5 for a representative payee selected before or after benefit award. | [U.S. Railroad Retirement Board (RRB FOM1,110, revised January 22, 2026, actual official PDF checked October 22, 2026)](https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf) | Oct 22, 2026 | | RRB gives the annuitant 15 days' advance notice to contest a proposed representative-payee appointment. | [U.S. Railroad Retirement Board (Actual official page checked October 22, 2026)](https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants) | Oct 22, 2026 | | A person can ask an RRB office about payee appointment by telephone, in person or by secure message through the field-office page. | [U.S. Railroad Retirement Board (Actual official page checked October 22, 2026)](https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants) | Oct 22, 2026 | | Saved RRB benefits belong to the deceased beneficiary's estate and must be distributed through its legal representative or under state law. | [U.S. Railroad Retirement Board (Actual official page checked October 22, 2026)](https://www.rrb.gov/Benefits/RB-5/benefits_saved) | Oct 22, 2026 | | An RRB-appointed payee receives and uses annuity payments for a beneficiary whose interests call for a payee. | [U.S. Railroad Retirement Board (RB-5(02-26), current official guide checked October 22, 2026)](https://www.rrb.gov/Benefits/RB-5) | Oct 22, 2026 | | RRB can appoint a representative payee without a court finding of incompetence and may choose someone other than a legal representative. | [U.S. Railroad Retirement Board (Actual official page checked October 22, 2026)](https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants) | Oct 22, 2026 | | A power of attorney does not replace RRB's application, interview and approval for benefit-management payee authority. | [U.S. Railroad Retirement Board (Actual official page checked October 22, 2026)](https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants) | Oct 22, 2026 | | RRB's official payee guide RB-5 shows revision 02-26. | [U.S. Railroad Retirement Board (RB-5(02-26), current official guide checked October 22, 2026)](https://www.rrb.gov/Benefits/RB-5) | Oct 22, 2026 | | SSA does not select an advance designee after it determines the beneficiary has died. | [Social Security Administration (SSA Report to Congress, January 1, 2025, actual official PDF opened October 22, 2026)](https://www.ssa.gov/legislation/Advance%20Designation%20of%20Representative%20Payee.pdf) | Oct 22, 2026 | | A person named in a power of attorney cannot advance designate for the beneficiary or claimant. | [Social Security Administration (POMS GN 00502.085, effective August 12, 2024, TN 100(06-25))](https://secure.ssa.gov/poms.nsf/links/0200502085) | Oct 22, 2026 | | Advance designation is neither a payee appointment nor a power of attorney. | [Social Security Administration (Actual official page checked October 22, 2026)](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | Oct 22, 2026 | | SSA also accepts advance-designation information by mail using SSA-4547, available from SSA as a handout or by mail. | [Social Security Administration (POMS GN 00502.085, effective August 12, 2024, TN 100(06-25))](https://secure.ssa.gov/poms.nsf/links/0200502085) | Oct 22, 2026 | | Advance designation lets a capable adult or emancipated minor name up to three possible future SSA payees. | [Social Security Administration (Actual official page checked October 22, 2026)](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | Oct 22, 2026 | | SSA considers and evaluates advance designees if benefit management becomes necessary, rather than appointing them immediately. | [Social Security Administration (Actual official page checked October 22, 2026)](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | Oct 22, 2026 | | An eligible person can submit or update an advance designation through a personal my Social Security account, by telephone or through an SSA office. | [Social Security Administration (Actual official page checked October 22, 2026)](https://www.ssa.gov/payee/advance_designation.htm?tl=2) | Oct 22, 2026 | | A claims representative's appointment continues after the claimant dies while the case is pending, subject to SSA termination and substitute-party rules. | [Social Security Administration (POMS GN 03910.060E, effective December 6, 2024, current batch October 2, 2026)](https://secure.ssa.gov/poms.nsf/links/0203910060) | Oct 22, 2026 | | A claimant with a pending SSA matter can appoint a registered individual using the current SSA-1696. | [Social Security Administration (POMS GN 03910.040, effective October 2, 2026, TN 52(10-26))](https://secure.ssa.gov/poms.nsf/lnx/0203910040) | Oct 22, 2026 | | A legal guardian may appoint a claims representative for a claimant judged legally incompetent, while payee status alone does not permit signing the appointment. | [Social Security Administration (POMS GN 03910.040, effective October 2, 2026, TN 52(10-26))](https://secure.ssa.gov/poms.nsf/lnx/0203910040) | Oct 22, 2026 | | An appointed representative acts on a pending SSA case and can obtain case information, submit evidence and appear in proceedings. | [Social Security Administration (POMS GN 03910.025, effective April 13, 2026)](https://secure.ssa.gov/poms.nsf/lnx/0203910025) | Oct 22, 2026 | | SSA-1696 can be submitted through e 1696, ERE, iAppeals, fax, mail or in person, with routing based on the case stage. | [Social Security Administration (POMS GN 03910.040, effective October 2, 2026, TN 52(10-26))](https://secure.ssa.gov/poms.nsf/lnx/0203910040) | Oct 22, 2026 | | A competent adult who is the record subject generally can give written consent to disclose their own information to another person. | [Social Security Administration (POMS GN 03305.005, effective November 9, 2023, TN 15 (10-24))](https://secure.ssa.gov/poms.Nsf/lnx/0203305005) | Oct 22, 2026 | | SSA's electronic disclosure-consent route requires an adult record holder and cannot be completed on another person's behalf. | [Social Security Administration (Actual official page checked October 22, 2026)](https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html) | Oct 22, 2026 | | SSA identifies SSA-3288-OP1 as its website form for electronically signed Privacy Act consent. | [Social Security Administration (POMS GN 03305.005, effective November 9, 2023, TN 15 (10-24))](https://secure.ssa.gov/poms.Nsf/lnx/0203305005) | Oct 22, 2026 | | SSA accepts a legal guardian's paper consent for a legally incompetent adult with proof of guardianship and a wet signature. | [Social Security Administration (POMS GN 03305.005, effective November 9, 2023, TN 15 (10-24))](https://secure.ssa.gov/poms.Nsf/lnx/0203305005) | Oct 22, 2026 | | A completed paper SSA-3288 is sent or brought to the record subject's local servicing SSA office. | [Social Security Administration (Form SSA-3288(04-2026)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-3288.pdf) | Oct 22, 2026 | | SSA-3288 requests release of specified records to an individual or organization and requires proof of relationship when the requester is not the record subject. | [Social Security Administration (Form SSA-3288(04-2026)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-3288.pdf) | Oct 22, 2026 | | SSA requires specific requested records and a signed, dated consent rather than a request for any and all records. | [Social Security Administration (Form SSA-3288(04-2026)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-3288.pdf) | Oct 22, 2026 | | Unless otherwise specified, SSA-3288 is for one use and lasts one year, or 90 days when requesting medical records. | [Social Security Administration (Form SSA-3288(04-2026)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-3288.pdf) | Oct 22, 2026 | | A prospective SSA payee applies through a Social Security office using the SSA-11 application and identity evidence. | [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm) | Oct 22, 2026 | | SSA presumes an adult can manage benefits and gathers evidence before deciding a representative payee is needed. | [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm) | Oct 22, 2026 | | When the beneficiary dies, conserved SSA benefits belong to the estate and pass to its legal representative or follow probate-court instructions. | [Social Security Administration (SSA Handbook 1622, last revised February 13,2009, current official page checked October 22, 2026)](https://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1622.html) | Oct 22, 2026 | | A mailed, faxed or dropped-off SSA-11-BK is a lead that SSA follows with a face-to-face, telephone or video interview. | [Social Security Administration (POMS GN 00502.115, effective June 6, 2025, TN 102(04-26))](https://secure.ssa.gov/poms.nsf/lnx/0200502115) | Oct 22, 2026 | | SSA appoints a payee to receive and manage benefits for someone who cannot manage or direct their management. | [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm) | Oct 22, 2026 | | A power of attorney, joint bank account or authorized-representative status does not authorize someone to manage Social Security or SSI benefits. | [Social Security Administration](https://www.ssa.gov/payee/faqrep.htm) | Oct 22, 2026 | | The official SSA-1696 PDF shows revision 12-2024. | [Social Security Administration (Form SSA-1696(12-2024)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-1696.pdf) | Oct 22, 2026 | | The official SSA-3288 PDF shows revision 04-2026. | [Social Security Administration (Form SSA-3288(04-2026)UF, actual official PDF opened October 22, 2026)](https://www.ssa.gov/forms/ssa-3288.pdf) | Oct 22, 2026 | | The TSP POA Management System accepts authority documentation for submission. | [Federal Retirement Thrift Investment Board (Current official submission page)](https://poac.rk.tsp.gov/poa/poa.poa) | Oct 22, 2026 | | TSP distributes an account under its filed beneficiary designation or the statutory order if none exists. | [Federal Retirement Thrift Investment Board (TSPBK31, March 2024, current download)](https://www.tsp.gov/publications/tspbk31.pdf) | Oct 22, 2026 | | TSP receives death reports from the employing agency for active workers or from survivors after separation. | [Federal Retirement Thrift Investment Board (TSPBK31, March 2024, current download)](https://www.tsp.gov/publications/tspbk31.pdf) | Oct 22, 2026 | | TSP distinguishes court-appointed guardianship or conservatorship authority from a POA. | [Federal Retirement Thrift Investment Board (TSPBK11, February 2025, current download)](https://www.tsp.gov/publications/tspbk11.pdf) | Oct 22, 2026 | | TSP requires the original court order and any issued guardianship or conservatorship letters for review. | [Federal Retirement Thrift Investment Board (TSPBK11, February 2025, current download)](https://www.tsp.gov/publications/tspbk11.pdf) | Oct 22, 2026 | | A valid POA does not stop the TSP participant from conducting account business. | [Federal Retirement Thrift Investment Board (TSPBK11, February 2025, current download)](https://www.tsp.gov/publications/tspbk11.pdf) | Oct 22, 2026 | | The TSP recordkeeper must approve a POA before an agent conducts business with TSP. | [Office of the Federal Register and Federal Retirement Thrift Investment Board (Current eCFR text opened October 22, 2026)](https://www.ecfr.gov/current/title-5/chapter-VI/part-1690/section-1690.12) | Oct 22, 2026 | | The TSP POA Center lists mail and fax routes for reviewing powers of attorney. | [Federal Retirement Thrift Investment Board (Current official POA Center submission routes)](https://poac.rk.tsp.gov/poa/contactus.poa?page=login) | Oct 22, 2026 | | TSP requires evidence that a springing POA's triggering event has occurred. | [Federal Retirement Thrift Investment Board (TSPBK11, February 2025, current download)](https://www.tsp.gov/publications/tspbk11.pdf) | Oct 22, 2026 | | After approval, USPS says to allow at least seven to ten business days for a change of address to take effect. | [U.S. Postal Service (Current official forwarding instructions)](https://www.usps.com/manage/forward.htm) | Oct 22, 2026 | | An addressee may designate another person to receive mail. | [U.S. Postal Service (Current online DMM, sections 1.4.1 to 1.4.4)](https://pe.usps.com/text/dmm300/508.htm) | Oct 22, 2026 | | Forwarding deceased mail to another address requires an in-person request and proof of executor or administrator authority. | [U.S. Postal Service (Current official guidance)](https://www.usps.com/manage/mail-for-deceased.htm) | Oct 22, 2026 | | USPS requires acceptable photo identification and any other required documents for an in-person address change. | [U.S. Postal Service (Current official forwarding instructions)](https://www.usps.com/manage/forward.htm) | Oct 22, 2026 | | A guardian or conservator may direct mail delivery for a person legally declared incompetent. | [U.S. Postal Service (Current online DMM, sections 1.4.1 to 1.4.4)](https://pe.usps.com/text/dmm300/508.htm) | Oct 22, 2026 | | The local Post Office provides PS Form 3575 in its Mover's Guide packet. | [U.S. Postal Service (Current official forwarding instructions)](https://www.usps.com/manage/forward.htm) | Oct 22, 2026 | | USPS lets someone who shared the deceased person's address open and manage mail received there. | [U.S. Postal Service (Current official guidance)](https://www.usps.com/manage/mail-for-deceased.htm) | Oct 22, 2026 | | A change of address for someone else requires an in-person Post Office visit with identification and required documents. | [U.S. Postal Service (Current official forwarding instructions)](https://www.usps.com/manage/forward.htm) | Oct 22, 2026 | | USPS lists a POA among the documents for changing the address of someone unable to act personally. | [U.S. Postal Service (Current official forwarding instructions)](https://www.usps.com/manage/forward.htm) | Oct 22, 2026 | | VA beneficiaries normally have the right to manage their own benefits. | [U.S. Department of Veterans Affairs (April 2026)](https://www.va.gov/files/2026-04/fiduciary-faq.pdf) | Oct 22, 2026 | | The claims appointment form allows documents by mail, in person at a VA regional office, or electronically. | [U.S. Department of Veterans Affairs (VA Form 21-22, July 2023)](https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf) | Oct 22, 2026 | | The disclosure form lets the claimant limit how long consent remains effective. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf) | Oct 22, 2026 | | VA Form 21-0845 cannot be executed by a beneficiary whom VA recognizes as incompetent. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf) | Oct 22, 2026 | | The disclosure form lists Evidence Intake Center mail and Direct Upload submission routes. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf) | Oct 22, 2026 | | VA allows the disclosure authorization to be submitted online. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.va.gov/forms/21-0845/) | Oct 22, 2026 | | VA lists May 2026 as the revision of Form 21-0845. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.va.gov/forms/21-0845/) | Oct 22, 2026 | | VA Form 21-0845 authorizes VA to share personal information with a third party. | [U.S. Department of Veterans Affairs (VA Form 21-0845, May 2026)](https://www.va.gov/forms/21-0845/) | Oct 22, 2026 | | VA appoints a fiduciary after finding the beneficiary cannot manage financial affairs and completing a suitability investigation. | [U.S. Department of Veterans Affairs (Current official program page)](https://www.benefits.va.gov/fiduciary/) | Oct 22, 2026 | | VA appoints and oversees fiduciaries to receive benefits and use them for beneficiaries or their dependents. | [U.S. Department of Veterans Affairs (April 2026)](https://www.va.gov/files/2026-04/fiduciary-faq.pdf) | Oct 22, 2026 | | VA asks a fiduciary to report a beneficiary death as soon as possible. | [U.S. Department of Veterans Affairs (Last updated March 2025, current download)](https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf) | Oct 22, 2026 | | Saved VA benefits generally go to the legal representative of the deceased beneficiary's estate. | [U.S. Department of Veterans Affairs (Last updated March 2025, current download)](https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf) | Oct 22, 2026 | | VA Form 21-22a concerns an individual assisting with a claim or benefits. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22a/) | Oct 22, 2026 | | VA lists July 2023 as the revision of Form 21-22a. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22a/) | Oct 22, 2026 | | VA provides an online Form 21-22a. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22a/) | Oct 22, 2026 | | A prospective VA fiduciary may self-register with the Potential Fiduciary Application through Access VA. | [U.S. Department of Veterans Affairs (Current official program page)](https://www.benefits.va.gov/fiduciary/) | Oct 22, 2026 | | The VSO address-change permission ends after a financial-incapacity finding if the named representative is not the appointed fiduciary. | [U.S. Department of Veterans Affairs (VA Form 21-22, July 2023)](https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf) | Oct 22, 2026 | | A granted substitution requires a new VA Form 21-22 or 21-22a to represent the substitute. | [Office of the Federal Register and U.S. Department of Veterans Affairs (Current eCFR text opened October 22, 2026)](https://www.ecfr.gov/current/title-38/chapter-I/part-14/section-14.631) | Oct 22, 2026 | | VA Form 21-22 appoints a Veterans Service Organization to assist with VA benefits or claims. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22/) | Oct 22, 2026 | | VA lists July 2023 as the revision of Form 21-22. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22/) | Oct 22, 2026 | | VA provides an online Form 21-22. | [U.S. Department of Veterans Affairs (July 2023 form, current official listing)](https://www.va.gov/forms/21-22/) | Oct 22, 2026 | Facts approved by the [Plan Before You Die editor](https://planbeforeyoudie.app/editorial-policy). This tool is general information, not legal advice. Plan Before You Die isn't connected with Medicare or the U.S. government. Something wrong here? Tell us. **Cite this.** Plan Before You Die, Who can act with each agency, version 1, planbeforeyoudie.app/guides/who-can-act-with-each-agency, CC BY 4.0.