Volunteer Protective Payee
(IM) Tell the protective payee that they will receive Notice of Benefit Direct Deposit (Form 3159A) each time a check is deposited into their account.
Explain to the protective payee that accurate records must be kept. Tell them that they need to keep track of how the money is spent.
Inform the protective payee that they may use their own method of record keeping. Show and explain use of Volunteer Protective Payee Ledger (Form 1547B). Tell them that use of Form 1547B is voluntary.
Advise the protective payee that their records will be reviewed at least once every 12 months. If necessary, conduct the review more often.