Ask Larry

Social Security Underpayments

When Will Social Security Pay A Deceased Person's Last Payment?

Why is social security entitled to put funds for nov when person dies in dec. since s/s pays the in dec for nov When will they release funds.

Hi. I'm not sure that I fully understand your question. If a person dies in December, then their benefit payment for November would be payable. But, if the person dies prior to their scheduled payment date, then Social Security must first determine who is entitled to receive the underpayment.

Posted: 
Saturday, March 5, 2022 - 11:32

How Can I Get Back The Money That Was Owed To My Deceased Mother?

My mother died in August of 2020 - Social Security used the wrong death date, stopped her last payment (for July 2020) and then 6 months later stole an an additional 2 months payments out of our joint account. I can't find any information on what to do when SS OWES us money. I have been dealing with this for a year and a half.

Posted: 
Thursday, November 11, 2021 - 08:10

Am I Eligible For The Social Security Benefits That My Deceased Wife Was Owed?

My wife died in 2002 she was sick 4 yrs before she died. She applied for ss but was denied first time then just before she died she was approved. Then after she died ss notified me ss owed her 7000.00 dollars. At the time I didn't need the money so I never followed up on it. Now that I'm older and with health problem I could use the money. Am I eligible for it now after so many yrs?

Posted: 
Sunday, September 19, 2021 - 10:16

How Can My Deceased Boyfriend's Last Benefit Payment Be Resolved?

Hi Larry
My boyfriend, no legal arrangement was made, recently died. He did leave a will with a common friend. He died January 12. Social Security pays by direct deposit the 3rd Wednesday of the month. The bank returned that payment. My understanding from the SocialSecurity.gov website is that his estate was entitled to that check as payment in January is for December. His estate would not be entitled to anything after January.
How is this resolved?
Thank you Karen

Posted: 
Monday, February 22, 2021 - 11:50

What Am I Obligated To Pay Back?

I have lived as a caregiver for my mom fir the past 8 years and in the last couple took care of her bills as POA. Mom’s social security check was deposited on the third and her bills paid from it. Mom passed on the sixth this month and social security pulled back her direct deposit on the 15th putting her account overdrawn by the social security amount. What am I obligated to pay back?

Hi,

I'm sorry for your loss.

Posted: 
Monday, December 14, 2020 - 08:21

Why Was My Mother's Request For An Underpayment Rejected?

My father passed august 25, 2018. All year he received his deposit on the 1st, 2nd or 3rd of each month. In August when he died he received his deposit on 8/3/2018. He died August 25 and he received another deposit on August 31, 2018. A deposit went back to Social Security. Each payment is for the month prior. We filed the 1724 back in November 2019. They put us off over and over and over. Recently I was told moms claim on the 1724 was rejected. But no one could explain why. A manager was to call back that day or the next, no one ever called.

Posted: 
Thursday, April 30, 2020 - 17:52

How Much Time Does A Legally Entitled Heir Have To Request A Refund For A Deceased Family Member's Final Check?

How far back does a legally entitled heir have to request a refund if their family member’s final check issued for the month of their death?

Hi,

There's no set time limit for claiming a Social Security underpayment that was due to a deceased person. However, no Social Security payment is due for the month of a person's death.

Posted: 
Sunday, January 5, 2020 - 10:29
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.