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Miscellaneous

If A Person Dies On April 1st, Must Their Social Security Payment Received On April 10th Be Returned?

Person died April 1st payment is due April 10th do you have to return payment

Hi,

The payment would be due, but must be returned and reissued to the person eligible to receive it as an underpayment. A deceased person obviously can't endorse a check that arrives after their death, and the same principle still applies even when the payment is issued by direct deposit and no physical check is involved.

Posted: 
Thursday, April 4, 2019 - 09:41

What Will Happen If My Girlfriend And I Get Married?

Larry, Will your household service answer this question;
Both my girlfriend and I are over 65, we want to get married, she is 65 and a widower collecting S.S., I am divorced, 69 and collecting. What will happen if we notify SSA, what happens if one of us dies, etc?
We plan on purchasing your $40.00 program.
Thank you for your time and knowledge.

Hi,

Posted: 
Saturday, March 30, 2019 - 16:11

Can My Husband Collect My Social Security?

Hello. My husband is 70 yrs old and I’m 40. We’re married for 12 yrs now. He only get $145 from his social security a month. I work full time for over 11 years and I think I put 40 credits to my social security. Can my husband collects my social security since he’s 70 yrs old. I know he will get more if he can get my social security, I want him to collect my social security. Is this possible, if so what do we need to do? I hope you can answer my question. Thank you so much.

Hi,

Posted: 
Monday, March 25, 2019 - 08:12

Will It Affect My Social Security If I Co-Sign An Equity Loan?

I recently starting getting benefits after my husband passed away. I own a home with no mortgage. My son is trying to buy a home but unable to qualify. He is a veteran suffering from PTSD. Our accountant suggested I co-sign with my son and apply for an equity loan on the house I own. ( worth approximately $800,000. If I do this will it affect my Social Security Benefits as that is my only form of income now.

Hi,

No. Your Social Security benefits can be paid regardless of your net worth or the type of assets you own.

Best, Jerry

Posted: 
Sunday, March 24, 2019 - 10:01

What Should I Do If Social Security Won't Give Me A Date Stamped Copy?

From the article on this website
"Can I Suspend My Benefits At Age 66 If I Started Drawing At Age 62?" it states:
"You may also want to submit your request in writing and ask them for a date stamped copy so that you will have proof of your request."

QUESTION: What if the SSA refuses (even a supervisor) to provide a date stamped copy?
Do you know which section of the SSA POMS requires them to provide a date stamped copy
of documents submitted?

Thank You,

Stephen

Hi Stephen,

Posted: 
Friday, March 22, 2019 - 07:57

Should I Take A Larger Salary In Order To Increase My Future Benefits?

Hello,

I have a small business and have not paid much into soc sec over the years (none in the last 3 years because I took no salary, dividends only, s-corp :) I am 53, and wish to begin taking a salary (like my CPA has told me for the last few years). My business has been doing better and made about 80k last year. My CPA said that I should take at least 1.5k per month. My wife works part-time making about 5k per year.

In your opinion, should I take a larger salary (2 to 3k per month) in order to increase or maximize my soc sec benefits at retirement?

Posted: 
Thursday, March 21, 2019 - 19:44

Why Did I Get An Extra Deposit Today?

Received extra deposit today from Social security for $15.Is that increase for the first 3 months of the year.Received one in October for $80.

Thanks!

Hi,

The extra amount you received could be due to a number of different reasons. You should receive a notice from Social Security that explains the added amount within 2 weeks. If you don't, you'll need to contact Social Security for an explanation.

Best, Jerry

Posted: 
Tuesday, March 19, 2019 - 07:22

How Long Does It Take For Social Security To Recover An Incorrect Direct Deposit?

Mother passed away in February. Soc Sec Adm. notified by funeral home of death but not in time to prevent 3/1 deposit. How long does it take for Soc Sec. to take back and collect this deposit?

Hi,

I'm sorry for your loss. It's actually the Department of the Treasury that issues Social Security payments, and they generally take action to recover erroneous direct deposits immediately upon being notified of a death. The Treasury Department can be notified of a death either by banks or by Social Security.

Posted: 
Monday, March 18, 2019 - 10:31

Why Did Social Security Cut Off My Widow's Benefits?

I was the payee for my daughter's ssi checks .so when my husband died they split the survivors check between us .she got married and moved out I reported it to them and forwarder her address to them .well now they cut my widow check off as well as her check .I feel I'm entitled to his benefits still .they sent me s bill for 2400 .oo to pay off .I don't have a income of my own .I don't work ,I babysit . Thanks for ur help .

Hi,

Posted: 
Wednesday, March 13, 2019 - 15:04

How Do I Find Out How Much I Will Get For Widow's Benefits?

I WAS MARRIED TO MY EX HUSBAND FOR 14 1/2 YEARS HE WAS A DETECTIVE WITH JERSEY CITY POLICE HOW DO I FIND OUT NOW HOW MUCH I WILL GET FOR WIDOWS BENEFITS

Hi,

Assuming that you're referring to Social Security survivor benefits, the amount would depend on your husband's Social Security earnings history so you'd probably need to ask Social Security. They'll likely require proof of your relationship to your ex-spouse before releasing that type of information, though.

Best, Jerry

Posted: 
Tuesday, February 26, 2019 - 10:26
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