A protective payee plan may be developed when a case is assigned to a protective payee.
(1) A copy of the plan is provided to the protective payee and the client.
(2) All cases must be reviewed:
(a) After an initial three-month period; and
(b) At least every six months beyond the initial period for on going cases.
(3) Reviews include evaluation of:
(a) The need for the client to continue in protective payee status; or
(b) The need to change the plan; or
(c) The client's potential to assume control of their funds (or be removed from protective payee status); and
(d) Protective payee performance.