Medical Source Opinion of Patient’s Capability to Manage Benefits

SSA collects medical evidence on Form SSA-787 to: (1) determine beneficiaries’ capability or inability to handle their own benefits; and (2) assist in determining the beneficiaries’ need for a representative payee. The respondents are the beneficiary’s physicians or medical officers of the institution in which the beneficiary resides.

The latest form for Medical Source Opinion of Patient’s Capability to Manage Benefits expires 2027-06-30 and can be found here.