Ask Larry

What's The Best Way To Recover My Mother's Money?

Mom passed away 9/16/2020. Original death certificate read 5/16/2020 due clerical error from funeral home.
Amended death certificate reads 9/16/2020. But social security debited Moms checking account $3100.00 before
receiving amended death certificate. How to best recover money and clear Mom's name. Thank you,.

Hi,

I'm sorry for your loss.

You'll need to contact Social Security and you'll probably need to submit a certified copy of the corrected death certificate. Until Social Security offices are reopened to the public, your only options are to contact them by mail or phone. I would start out by calling them at 1-800-772-1213 to explain what happened. Hopefully, you'll be connected with a fully trained Social Security employee who will be able to get the records corrected and initiate the process of getting a refund issued.

Best, Jerry

Category: 
Posted: 
Oct 31 2020 - 11:00am
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