Even though it says beneficiary may not have direct
access bank account. I have Payee do I have the RIGHT to see the bank statements without my Payee being there with me if I go to bank myself. Unless they have something to hide bank and Payee my mom I don't see why I can't go in and ask to see them or have print outs can I go to Social Security I'm not asking to withdrawing money. and get Letter saying I can look at banks statements from Social Security.
I would go to the social security office and ask the representative if you can get their assistance in seeing you account information. The bank will not help you and for some reason, good or bad, your representative payee will not help. Go to the Social security office.
Every thing that I am saying here is my opinion and it is not based on any particular case. My response is just unsupported general information. If it helps you to resolve an issue that's great but do not rely on it as legal advice because it is not based on the facts in your case and it is not based on any specific legal research. Answering this question creates no relationship between the writer and reader of the writing. I am not your attorney now, nor have I been on the past. If you just want to comment please do that on AVVO where the price is $0.00. I do typically respond to all AVVO comments.
Unless you are a joint account owner of the bank account, the bank can't give you any information about the account even though you are the beneficiary and the account uses your SSN. That's the law. If your payee will not share the bank statements with you and you suspect she has misused the funds, you can ask Social Security to do an audit. You can also ask that someone else be made the payee. Usually the best course of action is to try to work it out with your mom to avoid bringing in Social Security if possible.
Answers on Avvo are not to be considered a response to a specific legal issue in a specific jurisdiction - they are to be considered only general responses to hypothetical questions and do not establish an attorney-client relationship. For specific legal advice, please consult with a licensed attorney in your jurisdiction. No information contained here should be taken as a solicitation for business or an offer to perform legal services in any jurisdiction in which the attorney Alise M Kellman is not licensed.
I agree with Attorney Kellman. First, try to work it out with your mom. Secondly, ask for an audit or ask for a new payee if your mother does not cooperate. This link on representative payees may be helpful: https://www.ssa.gov/payee/factsheetengl.htm.
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