My mom and myself had a joint checking account after my dads death as I paid all her bills and took care of her financial obligations. Now my mom has passed away and her social security check was directly deposited. I am pretty sure social security will take it back, but my question is, do they withdraw it from the account or do I need to write a check and send it to them? The funeral home said they would contact SS so I assume I will get some sort of correspondence?
However her federal spouse’s retirement took almost 3 months before it too was clawed back. $ just needs to stay in whatever account was DD into.
Only if there is a surviving spouse or existing legally recognized by SSA dependent will SSA issue a funeral expenses check of about $ 255.00.
My mother passed on January 1 so the check was hers to keep. Well, it was my Dad's to keep.
Watch for pension checks as they too can and will be pulled. I had to send back Dad's pension check.
I'm sorry for the loss of your mother.
Even though the funeral home called I would make a call yourself or get to one of the offices to file yourself.
I hesitate to comment on another country's banking practices, but there's a world of difference between an organisation's being able to deposit money in your bank account, and its being able to take money out of it (even if they did put it in in the first place). Do you not have to authorise the repayment, or anything at all?
In any event, I made the mistake of telling the bank to return SS paid later in the same month my loved one died. After a few months, SS repaid that amount to the estate, without my even asking.
you must return the benefit received for the month of
death or any later months. For example, if the person
dies in July, you must return the benefit paid in August.
If received by direct deposit, contact the bank or other
financial institution and ask them to return any funds
received for the month of death or later.