Gregory T. asked
I recently discovered that I was supposed to become a payee for my husband, even though I am his power of attorney. I have been managing his finances for years, but I did not save receipts and the money was going into a joint account. I am being interviewed to become a payee next week. Can I refuse to be the payee after the interview? Will they ask for receipts from past expenses, and if so, how far back? What should I do if they ask for money back, especially since I did not intentionally mismanage the funds?
December 9th, 2024
Timothy W. answered
Yes, you can refuse to become a representative payee if you feel that you cannot fulfill the duties ...
December 9th, 2024
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