I've been caring for my Mother who has dementia, for years. I was told yesterday that I have to apply to become her "payee" and if approved, I am required to keep record of all expenses (for her only). I can no longer use any of her SS check for help with our expenses. I am very concerned.
The process of arranging my payee status was relatively simple, and the counselors at my local SS office were wonderful.
I don’t believe you can use her funds for anything but her care.
My Mother and I have always been very close - I even designed our guest room with her in mind. When she moved in, (well even before then) she gave me total control of her finances, knowing that I would spend them in her best interest.
I'm happy to hear that the process of becoming payee was so pleasant for you. I hope things go as well for me. Thanks again. 😊
Sounds like lots of moving parts but is not bad or time consuming to get setup. Call your local SS office & they will help you get the ball rolling.
Thanks again, Longears 😊
Read the above from the SSA website. In particular, it outlines what SS payments can be used for i.e., food, shelter, utilities.
If your mom lives with you (4 person household) you divide the expenses by 4 and use her monies to pay one quarter of those expenses.
Who told you that you have to become your mom’s payee?
Ive been trying to decide about this for my aunt.
She has her check direct deposited into her bank account. I write checks or use a debit card to buy her supplies and pay the bills that aren’t set up on auto pay. I am on her account but the account has only her money in it. I haven’t had any problems but I’m thinking I need to do the same thing while my aunt can still sign for me to be her payee. We never did this for my mom so I was wondering if it was really necessary? That’s why I wondered who told you it was necessary.