The protective payee is responsible to do the following:
Spend the assistance payment for the benefit of the budget group.
Work cooperatively with the CAO to fulfill the role of protective payee.
Discuss the expenditures with the client before they are made.
Respect the rights of the client and understand the confidential nature of the CAO-client-payee relationship.
Make any reports as required by the CAO. This is included to cover any special circumstances in which the payee would have to provide documentation to the caseworker regarding disbursement of the client’s funds. The payee is not required to provide any reports or documentation not related to receiving and managing the assistance grant. The specified relative remains responsible for reporting changes in income, resources, and other areas that affect eligibility or payment amount.
Sign an Agreement (PA 50-P) available on Docushare. The CAO will retain the original in the case record and give copies to the protective payee and the client.
NOTE: The protective payee is not required to sign the PA 600 or complete the AMR.
The obligation of the payee is to see that the assistance grant will be spent for the benefit of the family included in the payment and work cooperatively with the CAO in fulfilling this role. Responsibilities relate to making decisions regarding the expenditure of the assistance payment and being accountable for its use.
The specified relative continues to be responsible for signing all documents related to receipt of benefits, including, but not limited to, the PA 600, 600R, PA4, and the AMR.
NOTE: The protective payee is not required to pursue paternity or support.
Reissued September 28, 2012, replacing March 16, 2012