[Code of Federal Regulations]
[Title 20, Volume 1]
[Revised as of April 1, 2005]
From the U.S. Government Printing Office via GPO Access
[CITE: 20CFR266.3]

[Page 506]
 
                      TITLE 20--EMPLOYEES' BENEFITS
 
                  CHAPTER II--RAILROAD RETIREMENT BOARD
 
PART 266_REPRESENTATIVE PAYMENT--Table of Contents
 
Sec. 266.3  Information considered in determining whether to make 
representative payments.

    In determining whether to make representative payment, the Board may 
consider the following information:
    (a) Evidence of legal guardianship. Evidence of the appointment of a 
legal guardian or other person legally vested with the care of the 
person or estate of an incompetent or a minor shall be a certified copy 
of the court's determination.
    (b) Medical evidence. The Board may use medical evidence, when such 
is available, to help determine whether an annuitant is capable of 
managing or directing the management of benefit payments. For example, a 
statement by a physician or other medical professional based upon his or 
her recent examination of the annuitant and his or her knowledge of the 
annuitant's present condition will be used in the Board's determination, 
if it includes information concerning the nature of the annuitant's 
illness, the annuitant's chances for recovery and the opinion of the 
physician or other medical professional as to whether the annuitant is 
able to manage or direct the management of benefit payments.
    (c) Other evidence. The Board may also consider statements of 
relatives, friends, and other people in a position to know and observe 
the annuitant, which contain information helpful to the Board in 
deciding whether the annuitant is able to manage or direct the 
management of benefit payments.