Miscellaneous

Should My Husband And I Start Diverting All Of The Income From Our Business Into My Name?

Category: 

My husband and I are getting close to retirement. He plans on drawing next year at age 70. I just
turned 66. We own a business, and he has been taking all of the income under his name on our joint
tax return for the past several years and getting all of the social security credits. We planned on filing
for social security next year, when he will be 70 and I will be 67. Should we start diverting all of the
income from our business into my name now; so I can accumulate more income and more benefits by

Is This Legal?

Category: 

My mom passed away on Feb.1. Her SS check due from January was not deposited in her account. We have filled out the form to get this last check but are being denied because we do not have birth certificate on file anywhere and no record of her baptism. Is this legal?

Hi,

I'm sorry for your loss.

How Can I Claim My Grandmother's Final Monthly Social Security Payment?

Category: 

Grandma died on Jan 2. SS check deposited on Jan 3 and the treasury reclaimed it 3 weeks later. SSA says she is not entitled to the payment because "if it was a paper check, she would not have been alive to endorse it". Grandma had no living spouse or children. I am her only living relative. Do I /should i go to probate court to file for executrix? If I do that, will i be subjected to her creditors ( $1000 credit card and a $80 phone bill) coming after me? I had to spend some of my own money on her final arrangements and the SS check is only for $1160.00. What do I do?

Do You Have Any Suggestions?

Category: 

On 26. December 2017, I received a letter from the Social Security Administration, via the Federal Benefits Unit at the US embassy in Santo Domingo, Dominican Republic (I am currently resident in Ecuador; previously all SSA related documents were handled by the US embassy in Quito, until a notice last year stated that all SSA documents must be submitted to the FBU at the US embassy in San José, Costa Rica), in which it was stated that disability benefits would be withheld – in their totality – as a result of an overpayment of $4,768.90.

Why Did I Receive An Unexpected Payment From Social Security?

Category: 

Why did I get an unexpected social security deposit to my account mid-month on March 15, 2018? I usually receive payment the 3rd day of the month. There was also a slight increase.

Hi,

There are a number of possibilities. Social Security runs many different automated processes that can result in a benefit rate adjustment and/or payment of retroactive benefits. You should get a letter from Social Security explaining the payment, but those types of letters can arrive up to 2 weeks after the electronic payment is received.

Best, Jerry

How Do I Restrict The Scope Of My Application?

Category: 

I am a widow and will turn 62 this year. My husband passed away at age 58. I would like to take my own social security benefit this year at 62, it amounts to $7428 per year and then at my FRA of 66 take my widow's benefit which would be $31,980 per year. I do receive a pension from my husband's company so taking my small benefit early wouldn't be a hardship. What I have read is that I need to "restrict the scope of application" to do this but it is unclear where I would do this.

Are There Specific POMS Sections That Spell Out What Information SSA Must Provide?

Category: 

My sister is doing some financial planning, and needs to know her divorced spousal benefit dollar amount---will SSA provide her that information? She has had no contact with ex-spouse for 10 or more years, and he has legally changed his name during that period. Are there specific POMS which spell out that SSA must provide her the benefit information---it seems SSA doesn't always seem to know their own responsibilities.

Hi,