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Informing Social Security's Process for Financial Capability Determination (2016)

Chapter: Appendix A: Public Session Agendas

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Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
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Appendix A

Public Session Agendas

MEETING 1: PUBLIC SESSION

Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries

February 3, 2014

Keck Center of the National Academies, Room 101
500 Fifth Street, NW
Washington, DC 20001

Agenda

10:30 a.m. Welcome and Introductions
Paul Appelbaum, M.D., Committee Chair
10:45 a.m.

Social Security Administration (SSA) Presentations Relevant to the Committee’s Task

Opening Remarks and Overview of the SSA Capability Determination Process

Shirleeta Stanton, Associate Commissioner, Office of Income Security Programs
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×

Description of the Capability Determination Process and the Field Office Role in the Process

Ann-Maria Beard, Deputy Director, Office of Prisoner, Claimant, and Representative Payee Policy

Description of the Disability Determination Services’ Role in the Capability Determination Process

Dina Payne, Policy Analyst, Office of Vocational, Evaluation, and Process Policy

11:30 a.m.

Discussion of Statement of Task

Committee Members and SSA Staff

12:30 p.m.

Break for Lunch

1:30 p.m.

Stakeholder Presentations and Discussion with Committee

National Alliance on Mental Illness

Andrew Sperling, J.D., Director of Federal Legislative Advocacy

Judge David L. Bazelon Center for Mental Health Law

Ira A. Burnim, Esq., Legal Director

Alzheimer’s Association

Joan Quinn, Interim Executive Director of the Connecticut (CT) Chapter and Interim Executive Director for the National Capital Area Chapter

3:25 p.m.

Summary and Closing Remarks

Paul Appelbaum, M.D., Committee Chair

3:30 p.m.

Adjourn

Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×

TELECONFERENCE WITH REPRESENTATIVES FROM THE NATIONAL ASSOCIATION OF DISABILITY EXAMINERS (NADE)

Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries

March 25, 2015

Keck Center of the National Academies, Room 400
500 Fifth Street, NW
Washington, DC 20001

Agenda

1:00 p.m.

Opening Remarks

Paul Appelbaum, M.D., Committee Chair

Discussion with NADE representatives

Jeff Price, NADE President
Sharon Summers, NADE President-elect
Jennifer Nottingham, NADE Past President

2:00 p.m.

Adjourn

MEETING 2: FINANCIAL CAPABILITY DETERMINATION PROCESSES

Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries

April 21, 2015

Keck Center of the National Academies, Room 208
500 Fifth Street, NW
Washington, DC 20001

Agenda

8:30 a.m.

Opening Remarks

Paul Appelbaum, M.D., Committee Chair
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×

8:40 a.m.

Assessing Financial Capacity: A Brief Overview

Daniel C. Marson, J.D., Ph.D., Professor of Neurology;
Director, Division of Neuropsychology; Director,
Alzheimer’s Disease Center, University of Alabama, Birmingham

9:55 a.m.

Break

10:10 a.m.

Measuring Everyday Decision-Making Capacity

Jason Karlawish, M.D., Professor of Medicine, Medical Ethics & Health Policy, University of Pennsylvania

11:05 a.m.

Data-Driven Approaches to Assessing Which SSI/SSDI Recipients Are Capable of Managing Their Benefits

Marc I. Rosen, Ph.D., Associate Professor of Psychiatry, Yale, New Haven, Connecticut; Staff Psychiatrist, Veterans Affairs Connecticut

12:00 p.m.

Break for Lunch

1:00 p.m.

Presentation and Discussion of the U.S. Department of Veterans Affairs Process for Capability Determination

Brad Flohr, Senior Advisor for Compensation Service, U.S. Department of Veterans Affairs
Cynthia Lewis, Chief, Pension and Fiduciary Service, U.S. Department of Veterans Affairs

2:55 p.m.

Closing Remarks

Paul Appelbaum, M.D., Committee Chair

3:00 p.m.

Adjourn

Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×

MEETING 3: FINANCIAL CAPABILITY DETERMINATION PROCESSES

Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries

June 24, 2015

Keck Center of the National Academies, Room 201
500 Fifth Street, NW
Washington, DC 20001

Agenda

9:00 a.m.

Opening Remarks

Paul Appelbaum, M.D., Committee Chair

9:15 a.m.

The Representative Payee System, Process, and Impacts on the Beneficiary

Moderator—Julie Birkenmaier, Ph.D., M.S.W., LCSW, Committee Member

Eric Elbogen, Ph.D., Associate Professor, Forensic Psychiatry Program and Clinic, University of North Carolina at Chapel Hill

Wendy Guyton, LICSW, Social Services Supervisor, Bread for the City, Washington, DC

David Freeman, Psy.D., Associate Director for Assertive Community Treatment (ACT), Community Connections, Washington, DC

11:15 a.m.

Break

11:30 a.m.

Representative Payee Process

Quinta Spear, Ph.D., Deputy Assistant Director, DC, Retirement Operations, U.S. Office of Personnel Management

12:15 p.m.

Break for Lunch

Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×

1:15 p.m.

Abilities Required to Manage or Direct the Management of Benefits: Conceptual and Applied

Moderator—Laura B. Dunn, M.D., Committee Member

Stacey Wood, Ph.D., Clinical Psychologist and Associate Professor of Psychology, Scripps College, Claremont, California

Peter Lichtenberg, Ph.D., Director, Institute of Gerontology;

Director, Merrill Palmer Skillman Institute; Professor of Psychology, Wayne State University, Detroit, Michigan

2:45 p.m.

Break

3:00 p.m.

Effects of Everyday Surroundings and Pressures on Capability

Eldar Shafir, Ph.D., William Stewart Tod Professor of Psychology and Public Affairs, Princeton University, New Jersey

4:00 p.m.

Closing Remarks

Paul Appelbaum, M.D., Committee Chair

TELECONFERENCE WITH REPRESENTATIVES FROM SERVICE CANADA

Hosted by the Committee to Evaluate the Social Security Administration’
Capability Determination Process for Adult Beneficiaries

October 9, 2015

National Academy of Sciences Building, Board Room
2101 Constitution Avenue, NW
Washington, DC 20418

Agenda

10:30 a.m.

Opening Remarks

Paul Appelbaum, M.D., Committee Chair

Discussion with Representatives from Service Canada

Michael A. Kidd, Executive Director, Canada Pension Plan and Old Age Security Business Operations

11:00 a.m.

Adjourn

Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 163
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 164
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 165
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 166
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 167
Suggested Citation:"Appendix A: Public Session Agendas." National Academies of Sciences, Engineering, and Medicine. 2016. Informing Social Security's Process for Financial Capability Determination. Washington, DC: The National Academies Press. doi: 10.17226/21922.
×
Page 168
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The U.S. Social Security Administration (SSA) provides benefits to disabled adults and children, offering vital financial support to more than 19 million disabled Americans. Of that group, approximately 5.5 million have been deemed – by virtue of youth or mental or physical impairment - incapable of managing or directing the management of their benefits. Hence, a representative payee has been appointed to receive and disburse SSA payments for these beneficiaries to ensure that their basic needs for shelter, food, and clothing are met. Periodically, however, concerns have been expressed about the accuracy of the process by which SSA determines whether beneficiaries are capable of managing their benefits, with some evidence suggesting that underdetection of incapable recipients may be a particular problem.

The importance of creating as accurate a process as possible for incapability determinations is underscored by the consequences of incorrectly identifying recipients either as incapable when they can manage their benefits or as capable when they cannot. Failure to identify beneficiaries who are incapable of managing their funds means abandoning a vulnerable population to potential homelessness, hunger, and disease.

Informing Social Security’s Process for Financial Capability Determination considers capability determination processes used by other similar benefit programs, abilities required to manage, and direct the management of, benefits, and effective methods and measures for assessing capability. This report evaluates SSA’s capability determination process for adult beneficiaries and provides recommendations for improving the accuracy and efficiency of the agency’s policy and procedures for making these determinations.

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