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October 24
How to Audit Advertising - Compliance Issues Here, There, Everywhere!;
Patricia Cashman

October 29
Documenting an Applicant's Intent to be a Joint Applicant;
David Dickinson

November 4
Issues with Deceased Customers;
Mary Beth Guard and John Burnett

November 5
Vault Burglaries, Floods, Fires & Other Disasters;
Dave McGuinn

November 6
MLO v LO - Who Has to Do What?;
Jack Holzknecht and Mary Beth Guard

November 13
Domestic Violence & Workplace Violence: There Is A Link;
Shelly Collins and Dana Turner



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#1382499 - 04/27/10 05:29 PM Death of Representative Payee
krose Offline
Member

Registered: 06/06/08
Posts: 53
Loc: TN
Mother was representative payee for her adult son. The mother has died. How do we handle this account? Should the SS benefits that have been direct deposited since the mother's death be returned?

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Deposits and Payments
#1382520 - 04/27/10 05:56 PM Re: Death of Representative Payee [Re: krose]
BrianC Online
Power Poster

Registered: 11/26/04
Posts: 2891
Loc: Illinois
The benefits are still the adult son's. You should hold the funds in the account until Social Security appoints a new rep payee. The new payee should bring in their appointment letter at which point you can have that individual sign a new signature card.
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I can do all things through Him who gives me strength. (Phillipians 4:13)

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