Ask Larry

Does My Relative's Final Check Need To Be Returned?

relative died 12-24-17. social security check direct deposit on 12-27-17. iam i correct in my thinking that the social security deposit on 12-27 was actually for NOvember of 2017 and the social security deposit does not have to be returned to social security?

Hi,

I'm sorry for your loss.

You're right about the payment being for November 2017, but it would still need to be returned and reissued to the person(s) who are now entitled to the funds. Social Security law designates a specific priority order for reissuing payments that were due to a deceased person. The priority order and a link to the form used to claim underpayments can be found on Social Security website: https://www.ssa.gov/forms/ssa-1724.html.

Best, Jerry

Category: 
Posted: 
Feb 3 2018 - 8:30am
MaxiFi software running on a laptop
Get What's Yours!
Discover tens of thousands in extra retirement dollars with Maximize My Social Security software!
  • Find your maximized strategy
  • Unlimited what-ifs
  • Step-by-Step filing instructions
  • Our software's lifetime-benefit increase for an illustrative couple earning $65K each and planning to take retirement benefits at 62.

    Results will differ based on your specific case and filing strategy.

Getting Started is Easy
Web-based software. Works on ALL browsers. No download.