Understanding Advance Designation

In April of 2018 the Strengthening Protections for Social Security Beneficiaries Act was passed and the type of representation of Advance Designation was created.

Many Social Security disability claimants require some assistance from outside forces to assist with a disability claim and their benefits. These outside forces are responsible for advocating for the claimant and maintaining the claimant’s benefits after they are approved as a representative payee. The legislation passed in 2018 allows for some claimants to choose someone to help them down the road with benefits should they be unable to maintain their own benefits, which is known as Advance Designation. Below is a description from Social Security of how Advance Designation works.

You should be aware of another type of representation called Advance Designation. This relates to the Strengthening Protections for Social Security Beneficiaries Act of 2018, which was signed into law on April 13, 2018.

Advance Designation allows capable adult and emancipated minor applicants and beneficiaries of Social Security, Supplemental Security Income, and Special Veterans Benefits to choose one or more individuals to serve as their representative payee in the future, if the need arises.

To help protect what’s important to you, we now offer the option to choose a representative payee in advance. In the event that you can no longer make your own decisions, you and your family will have peace of mind knowing you already chose someone you trust to manage your benefits. If you need a representative payee to assist with the management of your benefits, we will first consider your advance designees, but we must still fully evaluate them and determine their suitability at that time.

You can submit your advance designation request when you apply for benefits or after you are already receiving benefits. You may do so through your personal my Social Security account, by telephone, or in person.