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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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SSA final rule on advance designation of rep payees

The Social Security Administration has published [85 FR 7661] a final rule with amendments to its regulations providing for the designation of representative payees. The revisions, which will become effective February 25, 2020, specify the information Social Security beneficiaries and applicants must provide to designate individuals as possible representative payees in advance of the SSA's determination that the beneficiary needs a representative payee. The rule also sets forth how the SSA will consider an individual's advance designation when selecting a representative payee.

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