5 Comments

Where Government Services Crush U.S. Financial Services Firms

ssaMy visit to the local Social Security office was incredibly prompt, professional and courteous. In order to best serve my parents needs, who are both in Assisted Living at a retirement community, and suffer from varied but moderate stages of dementia, I reached out to the Social Security Administration (SSA). My initial request was to change the address on their MEDICARE statement. It turns out that is based on the information stored with SSA, so I was referred to that agency.  The woman from SSA on the phone suggest I set an appointment. She finds and makes me one 9:04 a.m. and that is within one week of my initial phone call.

I’m told to show up with the power of attorney and the name, number and address of a doctor than can confirm why a personal representative is needed for my parents.

When I arrive at the local office today, which opened at 9:00 a.m., there is a line of people out the door. I check to see if they have appointments, and am told they are in line to get an appointment. They point me inside and I walk up to an empty window to check-in for my 9:04 a.m. appointment. I am told to take a seat and I will be called. Within a minute, I’m called. When I reach the window, the woman is friendly and I explain why I requested the appointment.

She explains that I will be asked several questions and under penalty of perjury if I provide false responses. I’m okay with that … most people know I have a truth problem … not a lying problem! She asks me several questions to confirm that there is no conservator or guardianship process in place, requests that I explain why I’m qualified to be the “personal representative” for my parents, and takes me through a battery of questions that are pre-printed on the request form I must sign to initiate this process.

Most of my initial discussions with U.S. Financial Services firms have involved them refusing to accept my parent’s power of attorney and insisting that I download their version and get it executed. When I push back, I have gotten a variety of responses that will be covered in future blogs … and that will illustrate how simple the SSA made it to deal with this growing issue for American citizens.

The woman from SSA gives me her contact information, explains how the process works and shared that I should receive a note within 2 – 3 weeks confirming how to change the address and modify the account. I walk out of my local SSA office in under 30 minutes! They have just set the benchmark on which I will be judging the other institutions who are on my list. Impressed. 

5 comments on “Where Government Services Crush U.S. Financial Services Firms

  1. […] in May, I was pleased at the speed and ease with which I applied to become “representative payee&#8221… for my parents. I was told that I should receive the confirmation shortly and would be able to […]

  2. […] month’s ago, I shared how easy my appointment and the process was to become the “representative payee” with the Social Security Administration (SSA) for my parent’s using my durable power of […]

  3. My experience was the same as yours, but I was able to do it over the phone!!

  4. […] Administration (SSA) and applied to be the “representative payee” for my parents. I was gleeful with the ease and simplicity of the process.  I met with staff, made some sworn statements, signed a paper confirming my relationship and […]

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