Follow
Share

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?

This question has been closed for answers. Ask a New Question.
My dad's social security check was yanked out of his account before we signed the papers at the funeral home.
Helpful Answer (5)
Report

Sorry for your loss. They will withdraw it from the same account. But it may take a month or two for the paperwork to catch up. Keep enough money in the account so that this can happen. They WILL get it back and the other ways will be harder on you.
Helpful Answer (3)
Report

I believe that if you get a Social Security check for say Oct 15th 2017 and someone dies say Oct. 20th 2017. The check is really for September of 2017 the last full month that they were alive. This is my understanding so it would not get pulled. But if they die on Oct.31st and the check gets deposited Nov. 1st 2017 for the month of Oct. then if will be pulled because they only let you keep the check if you live a full month.
Helpful Answer (3)
Report

126Cher is correct.
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.
Helpful Answer (3)
Report

When my parents passed both times I received a last check, and a funeral expense check. The funeral home took care of notification to the social security and military. So you should be able to keep it.
Helpful Answer (2)
Report

My mom died almost at the end of the month, she did not live the entire full month. However, her SS check was direct deposited on the 3rd of following month. SSA did a clawback within the month. FH notified SSA. In some states if they are in a facility on Medicaid, facility notifies DHHS/Medicaid, which in turn notifies SSA as well.

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.
Helpful Answer (2)
Report

My sister died on September 4. The funeral home notified Social Security, and they took care of notifying Medicare. The social security check one receives is for the previous month. My sister's account (on which I'm a co-signer) received a check in September, which was for the month of August, so it was a valid check. I will be keeping her account open until the end of October, just in case they send a check in October (for the month of September). The bank will be notified by Social Security to return this check, which they will do, so the account needs to remain open that long, just in case. I have spoken to the bank, and I have read the rules on the Social Security website, so I am pretty sure that what I have said is accurate.
Helpful Answer (2)
Report

They will automatically withdraw the money
Even though the funeral home called I would make a call yourself or get to one of the offices to file yourself.
Helpful Answer (2)
Report

Im just recently hearing about funeral homes calling. I do not know how they can do they needed to speak directly with everyone on acct to verify short of the President when mom passed away a few years ago. I was told to call or I would not have known. I would call and find out what to do.
Helpful Answer (1)
Report

My mom's funeral home and nursing home both called Social Security. She also received a small amount from a certificate of deposit that she had. Both places sent me a letter saying her deposits had been stopped and I would owe the money if they could not retrieve it from her account.
Helpful Answer (1)
Report

See All Answers
This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter