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Policy and Systems

 

 

 
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What are my duties as a representative payee?

What are my duties as a representative payee?

 

Your job is to use the railroad retirement benefits you receive for the beneficiary in his best interest. To do this you must keep yourself informed of what the beneficiary needs. This is particularly important when the beneficiary does not live in your home.  You must also report (for the beneficiary) certain events which can affect the payment of his railroad retirement benefits, and, upon request, you must be able to account for what you did with the benefits paid to you on behalf of the beneficiary.

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Your Duties as Representative Payee

Your Duties as Representative Payee

 

The following is excerpted from the RB-5 pamphlet

Events Which Must Be Reported to the RRB

A representative payee is responsible for knowing what events will affect the beneficiary's continuing right to monthly benefits. The payee is also responsible for promptly reporting the occurrence of such events to the RRB.

The events are as follows:

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RCM 8.5 Worker's Comp and Megacap Reductions

RCM 8.5 Worker's Comp and Megacap Reductions

 

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Article 4. Retirement Planner

Article 4. Retirement Planner

 

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Article 1 PIN/Password System

Article 1 PIN/Password System

 

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FOM1 1205 Overpayment Recovery

FOM1 1205 Overpayment Recovery

 

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RCM 2.10 No Administration

RCM 2.10 No Administration

 

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TOM 300 Railroad Retirement Act (RRA) Tax Statements

TOM 300 Railroad Retirement Act (RRA) Tax Statements

 

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TOM 200 Tax Withholding

TOM 200 Tax Withholding

 

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TOM 100 Tax Computations

TOM 100 Tax Computations

 

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U.S. Railroad Retirement Board
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