This interview helps a parent or representative payee of a child on SSI
keep track of money spent from a dedicated account with the child's
retroactive SSI benefits.
Before you start, gather any records that show what you spent over the last year.
Include:
The letter from Social Security that tells you the period of the report
The amount of money in the dedicated account as of your last report to SSA
The amount of money you deposited into the account since your last report to SSA
The amount of money you spent from the account since your last report to SSA
What happens after you finish
After completing this interview, you will get your completed forms ready for filing. This interview may give you more information about what happens next based on your answers. Learn how to file in Minnesota.
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