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April 16
Handling ACH Origination Exception Issues
Shelly Simpson

April 17
Fair Lending - Internal Monitoring
Patricia Cashman

April 22
A Banker's Guide to Virtual Currency
Andrew Beal

April 24
BSA/AML Compliance: Writing the SAR Narrative
Ken Golliher

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HSA Basics
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Required Training for Loan Originators
Mary Beth Guard and Jack Holzknecht



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

Registered: 06/06/08
Posts: 42
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: 2621
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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