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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

August 14
Advanced Business Accounts - Complicated Issues and Simple Solutions;
Deborah Crawford

August 19
HMDA - Coming Attractions;
Jack Holzknecht

August 20
Safe Deposit Regulatory Compliance & Legal Issues;
Dave McGuinn



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

Registered: 06/06/08
Posts: 49
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: 2763
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.
_________________________
I can do all things through Him who gives me strength. (Phillipians 4:13)

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