Appendix C
Selected Forms
U.S. SOCIAL SECURITY ADMINISTRATION
Physician’s/Medical Officer’s Statement of Patient’s Capability to Manage Benefits (Form SSA-787), 174
Request to Be Selected as Payee (Form SSA-11-BK), 176
Adult Function Report Form (Form SSA-3373-BK), 186
Adult Third Party Function Report Form (Form SSA-3380-BK), 196
U.S. OFFICE OF PERSONNEL MANAGEMENT
Information Necessary for a Competency Determination (RI 30-3), 206
Representative Payee Application (RI 20-7), 207
SERVICE CANADA
Certificate of Incapability (SC ISP-3505), 210
Agreement to Administer Benefits Under the Old Age Security Act and/or the Canada Pension Plan by a Private Trustee (SC ISP-3506), 213
Agreement to Administer Benefits Under the Old Age Security Act and/or the Canada Pension Plan by an Agency or Institution (SC ISP-3507), 214