10A NCAC 13H .1101. HANDLING FUNDS OF RESIDENTS

(a)  Residents shall handle their own funds whenever possible.

(b)  Residents shall be provided training in money management when needed.

(c)  Residents must endorse checks made out to them unless a legal guardian or personal representative or some other legally constituted authority has been authorized to endorse their checks. Note:  It is illegal to endorse a check made out to another person unless the endorser has been legally authorized to do so.

(d)  In situations where the resident is unable to manage his funds, the manager must contact a family member of the department of social services regarding the need for a guardian or personal representative.

(e)  Upon the resident's written request, the manager may handle the personal and/or medically related allowance for a resident provided an accurate accounting of monies received and disbursed and the balance on hand is available upon request by the resident.  A copy of this written request must be maintained in the resident's record.

(f)  When a payee for social security payments is needed for a resident and there is not an appropriate family member to serve, it is recommended the county director of social services be appointed as payee.

(g)  If a resident has been declared legally incompetent by the courts, the manager shall give the resident's legal guardian or personal representative receipts for any monies received on behalf of the resident.

(h)  In order to maintain accurate records on the amounts and sources of a resident's funds, the DSS‑1866 must be completed each month.

 

History Note:        Authority G.S. 131D‑2; 143B‑153; 168‑1; 168‑9;

Eff. January 1, 1978.