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July 29
W-9, W-8BEN and W-8 BENE: IRS issues new forms and new rules;
Deborah Crawford

July 31
ACH Security Framework Rule - Small Rule, Big Implications;
Rayleen Pirnie

August 6
Part I
Flood Insurance: Requirements and Best Practices
A Two-Part Companion Webinar Series;
David Dickinson and Jerod Moyer

August 12
A to Z of Reg E;
Andy Zavoina

August 13
Part II
Flood Insurance: Requirements and Best Practices
A Two-Part Companion Webinar Series;
David Dickinson and Jerod Moyer



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

Registered: 06/06/08
Posts: 47
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: 2744
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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