Cut off payee in SE

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Aug 6th, 2022
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How to cut off payee in SE

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When a representative payee dies, applicable regulations and SSA policy require that SSA will re-evaluate the beneficiarys ability to manage his/her own funds or select a new representative payee.
We cant pay benefits for the month of death. That means if the person died in July, the check received in August (which is payment for July) must be returned. If the payment is by direct deposit, notify the financial institution as soon as possible so it can return any payments received after death.
To request removal of a rep payee, a beneficiary should contact their local office and explain their goal. They will need to complete the appropriate SSA form, which will ask the beneficiary to explain why they can handle their own benefits.
Provide the deceased persons Social Security number to the funeral director so they can report the death to the SSA. Look up and contact your local Social Security office. Or call the SSAs main number at 1-800-772-1213 (TTY 1-800-325-0778) to make the report. SSA only accepts reports of death by phone or in person.
benefits, you must return the benefits received for the month of death and any later months. If the payment was received by direct deposit, contact the bank or other financial institution. Ask them to return any funds received for the month of death or later. If the benefit was paid by check, please do not cash.
If you filed to start receiving Social Security within the last 12 months and now want to go back to work, you should file for a withdrawal of benefits using Form SSA-521.
A payees main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs. A payee must also keep records of expenses.

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