![]() In addition to the above documentation, individual payees may use a worksheet or ledger to document all deposits and expenses for the beneficiary/recipient. NOTE: A payee must save records for at least two years and make them available to SSA upon request.Īn organizational payee must establish some form of accounting system that will track the following information for each beneficiary/recipient: ![]() You receive 300 per month in Social Security benefits. If you pay your full share of 400 for the household expenses there would be no reduction of your benefit and you would get the full 914 in your SSI check.
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