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Informing Social Security's Process for Financial Capability Determination
244![Informing Social Security's Process for Financial Capability Determination](http://img.images-bn.com/static/redesign/srcs/images/grey-box.png?v11.9.4)
Informing Social Security's Process for Financial Capability Determination
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Overview
The importance of creating as accurate a process as possible for incapability determinations is underscored by the consequences of incorrectly identifying recipients either as incapable when they can manage their benefits or as capable when they cannot. Failure to identify beneficiaries who are incapable of managing their funds means abandoning a vulnerable population to potential homelessness, hunger, and disease.
Informing Social Security's Process for Financial Capability Determination considers capability determination processes used by other similar benefit programs, abilities required to manage, and direct the management of, benefits, and effective methods and measures for assessing capability. This report evaluates SSA's capability determination process for adult beneficiaries and provides recommendations for improving the accuracy and efficiency of the agency's policy and procedures for making these determinations.
Product Details
ISBN-13: | 9780309392570 |
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Publisher: | National Academies Press |
Publication date: | 06/20/2016 |
Pages: | 244 |
Product dimensions: | 8.90(w) x 5.90(h) x 0.50(d) |
Table of Contents
Acronyms and Abbreviations xvii
Summary 1
1 Introduction 17
Context 20
Clarification of Study Scope 22
Terminology and Conceptual Model 23
Study Approach 28
Report Organization 28
References 29
2 Review of the Social Security Administration and Other Selected Capability Determination Processes 31
Overview of SSA and Other Selected Programs 32
Defining the Beneficiary's Ability to Manage Funds 35
Triggers for Capability Assessment 36
Types and Sources of Evidence 39
Instructions to Informants 44
Developing Evidence and Determining Capability 46
Appeals Processes 54
Review 56
Summary 57
References 59
3 Effects of Appointment of Representative Payees on Beneficiaries 67
Benefits Associated with the Appointment of a Representative Payee 67
Risks Associated with the Appointment of a Representative Payee 69
Use of Benefits as Leverage 70
The Beneficiary's Perspective 71
Minimizing the Impact on Autonomy of Having a Representative Payee 73
Supported Decision Making 74
Summary 76
References 77
4 Abilities Required to Manage and Direct the Management of Benefits 81
Financial Competence 82
Financial Performance 93
Preference for Performance in Determining Capability 99
Mental and Physical Disorders That May Affect Financial Capability 101
Summary 115
References 116
5 Methods and Measures for Assessing Financial Competence and Performance 125
Overview of Assessment of Financial Capability 125
Instruments Designed to Assess Financial Capability 126
Uses and Limitations of Available Assessment Instruments 135
Considerations and Challenges in Assessment of Financial Competence and Performance 137
Summary 142
References 142
6 Conclusions and Recommendations 153
Evidence for Determining Financial Capability 153
Systematic Identification of Adult SSA Beneficiaries at Risk for Financial Incapability 157
Responding to Changes in Capability Over Time 159
Innovation and Evaluation 160
Appendixes
A Public Session Agendas 163
B Glossary 169
C Selected Forms 173
D Biographical Sketches of Committee Members 217