Ask Larry

Social Security Underpayments

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

Was It Correct For Social Security To Deduct My Deceased Father's Entire Last Payment From His Bank Account?

My father passed away on July 13, 2019, he was 88 years old. He has been receiving SSS pension since 2009. His bank account reflected the remittance for $525 on July 3, 2019 but SSS deducted the entirel amount after knowledge of his passing away.

May I know if this is correct since this remittance was for June 2019. And also he has about $200 balance from his bank but since the account was diactivated/ATM, I am not able to withdraw any amount from his bank account. Is this correct? Should I file a claim with SSS and complete a form?

Posted: 
Sunday, September 8, 2019 - 08:31
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