DEPARTMENT OF HEALTH AND HUMAN SERVICES
Form A
TOE 250
Social Security Administration
OMB No
PHYSICIANS/MEDICAL OFFICERS STATEMENT OF PATIENTS CAPABILITY TO MANAGE BENEFITS
TIME IT TAKES TO COMPLETE THIS FORM
We estimate that it ill take you about 5 minutes to complete this form. This includes the time it will take
to read the instructions, gather the necessary facts and fill out the form. If you have comments or
suggestions on this estimate, or on any other aspect of this form write to the Social Security
Administration, ATTN: Reports Clearance Officer, 1-A-21 Operations Bldg., Baltimore, MD 21235-0001,
And to the Office of Management and Budget, Paperwork Reduction Project (0960-0024), Washington,
D.C. 20503. Send only comments relating to our estimate or other aspects of this form to the
offices listed above. All requests for Social Security cards and other claims-related information
should be sent to your local social Security office, whose address is listed in your telephone
directory under the Department of Health and Human Services.
In Replying use this address:
SOCIAL SECURITY ADMINISTRATION
TELEPHONE NUMBER (Including Area Code)
)
DATE
SSA CONTACT
This report is authorized by sections 205(a) and 205 (j) of the Social Security Act, as amended (42 U.S.C.)
405(a) and 405(j). While you are not required to respond, your cooperation will help us decide whether
any Social Security benefits that may be due should be paid directly to the patient or to someone else on
the patient's behalf. Your cooperation in completing and returning this statement will be appreciated.
We may also use the information you give us when we match records by computer. Matching programs
compare our records with those of other Federal, State, or local government agencies. Many agencies
may use matching programs to find or prove that a person qualifies for benefits paid by the Federal
government. The law allows us to do this even if you do not agree to it. These and other reasons why
information your provide may be used or given out are explained in the Federal Register. If you want to
learn more about this, contact any Social Security office.
PATIENT'S NAME
IDENTIFYING INFORMATION (SSA or
If different from patient
NAME OF WAGE EARNER OR SELFEMPLOYED PERSON
SOCIAL SECURITY NUMBER
__ __ __ / __ __ / __ __ __ __
PATIENT'S ADDRESS (Number and Street, City, State and ZIP Code)
PATIENT'S SOCIAL SECURITY NUMBER
PATIENT'S DATE OF
BIRTH
__ __ __ / __ __ / __ __ __ __
YOUR HELP IS NEEDED
The patient shown above has filed for or is receiving Social Security or Supplemental Security income payments.
We need you to complete the back of this form and return it to us in the enclosed envelope to help us decide if
we should pay this person directly or if he or she needs a representative payee to handle the funds. Please
Note: This determination affects how benefits are paid and has no bearing on disability determinations. Thank
you for your help.
WHO IS A REPRESENTATIVE PAYEE
A representative payee is someone who manages the patient's money to make sure the patient's needs are met.
The payee has a strong and continuing interest in the patient's well-being and is usually a family member or
close friend.
WHO NEEDS A REPRESENTATIVE PAYEE
Some individuals age 18 and older who have mental or physical impairments are not capable of handling their
funds or directing others how to handle them to meet their basic needs, so we select a representative payee to
receive their payments. Examples of impairments which may cause incapability are senility, severe brain
damage or chronic schizophrenia. However, even though a person may need some assistance with such things
as bill paying, etc., does not necessarily mean he/she cannot make decisions concerning basic needs and is
incapable of managing his/her own money.
PLEASE COMPLETE THE INFORMATION ON THE REVERSE OF THIS FORM
FORM SSA-787 (7-92)
1. Date you last examined the patient _______________________________________
2. Do you believe the patient is capable of managing or directing the management of benefits in his or her own best interest?
By capable we mean the patient:
is able to understand and act on the ordinary affairs of life, such as providing for own adequate food, housing, clothing,
etc., and
is able, in spite of physical impairments, to manage funds or direct others how to manage them.
Yes
If "Yes", please omit question 3,
but be sure to sigh and date the form.
No
Unsure
If "No", please provide a brief summary of the findings
that led to this conclusion. Also, complete question 3.
If "Unsure", please explain.
3. Do you expect the patient to be able to manage funds in the future (for example, the patient is temporarily unconscious)?
Yes
No
If yes, please explain.
HEREBY CERTIFY THAT THE ABOVE STATEMENTS AND ANSWERS ARE TRUE TO THE BEST OF MY KNOWLEDGE.
NAME OF PHYSICIAN/MEDICAL OFFICER (Please print)
ADDRESS (Number and street, City, State, And ZIP Code)
TITLE
TELEPHONE NUMBER (Including Area Code)
(
NATURE OF PHYSICIAN/MEDICAL OFFICER
FORM SSA-787 (7-92)
)
DATE
*U.S. Government Printing Office: 1994 --300-948/00029
