I am my mom's rep.payee and this is from my Guide for Rep Payee. special purchases. You may want to make some of the following special purchases for the beneficiary. • A home-You can use funds as a down payment, and you can use some of the money to make payments on a house owned by the beneficiary . • Home improvements-You can pay for renovations that make the beneficiary's home safer and more accessible; for example, installing a wheelchair ramp or widening doorways to accommodate a wheelchair . • Furniture-You can buy furniture for the beneficiary's personal use, as well as items that may be shared with other members of the household, such as a television. • A car-You can use funds as a down payment, and you can use some of the money to make monthly car payments as long as the car is used for and owned by the beneficiary. If you are not sure whether it is okay to use the money for a specific item, (for example, paying a bill the beneficiary owed before you became payee), contact your local Social Security office before you spend the money. I would check with SS office to make sure what you can do and also get a guide because they want you to show how you are spending the money.
His expenses ARE the house hold bills.You can't divide the amount of heat or lights between you and him, for example.As his wife you are in a different catagory than a child. Call SS to ask these questions.
As your husband's payee, you receive his ss check to be used for his expenses. Annually you need to report to SS Administration how much his ss check is and document that you are using his ss check for his expenses and care.
If you are a Rep. Payee his check must be seperate from your in an account that has your name as Rep. Payee for your husbands name. It cannot be a joint account. I had one set up for my mom and they give me a handbook. It specifically states that it cannot be a joint account. It has to be a specific account set up by a financial intitution.
Where does the Social Security check go each month? ....into your joint checking account? Where does YOUR Social security check go each month...Into your joint checking? Of course, then, you can pay your bills from this account. Do you file Married Filing Jointly or Separately ( important in case you are audited).
I am my Moms DPOA and I sure hope you can because I use hers all the time for things for her, her only though. Make sure you keep a record of every dime spent with receipts. You can even hire help if you need to for a break, that counts as being for him. Hope you get more answers, this just came into my mailbox and it says its 5 days old. I wonder why they wait so long to send out questions when people sometimes need answers quickly, I liked the old version of this site better. Good Luck
• A home-You can use funds as a down payment, and you can use some of the money to make payments on a house owned by the beneficiary .
• Home improvements-You can pay for renovations that make the beneficiary's home safer and more accessible; for example, installing a wheelchair ramp
or widening doorways to accommodate a wheelchair .
• Furniture-You can buy furniture for the beneficiary's personal use, as well as items that may be shared with other members of the household, such as a television.
• A car-You can use funds as a down payment, and you can use some of the money to make monthly car payments as long as the car is used for and owned by
the beneficiary.
If you are not sure whether it is okay to use the money for a specific item, (for example, paying a bill the beneficiary owed before you became payee), contact your local Social Security office before you spend the money. I would check with SS office to make sure what you can do and also get a guide because they want you to show how you are spending the money.