How does Social Security take back overpayment after death?
If the overpaid beneficiary or payee has died, the estate is liable for repayment. We may ask the legal representative to make a refund, or we may withhold benefits due the estate. We may also require the recipients of the estate to refund an overpaid amount to the extent of funds received from the estate; and.
Who is responsible for SSI overpayment?
2. When both questions are answered yes, both the representative payee and the individual are liable for repayment of the overpayment.
Does Social Security ask for money back after death?
If the deceased was receiving Social Security benefits, you must return the benefit received for the month of death and any later months. For example, if the person died in July, you must return the benefits paid in August. Request that any funds received for the month of death or later be returned to Social Security.
How do I claim the 255 death benefit?
Form SSA-8 | Information You Need To Apply For Lump Sum Death Benefit. You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or by visiting your local Social Security office.
How does Social Security know when someone dies?
When a Social Security beneficiary dies, the death is usually reported to SSA by a family member, a funeral home, or a government agency. If paid by check, family members should not cash any checks received for the month the person dies or later. They should return the checks to Social Security as soon as possible.
How do I get out of SSI overpayment?
Here are your choices:
- Ask for Reconsideration. This is an appeal.
- Ask for a Waiver. If you agree that you were overpaid, you can still ask SSA to waive it so that you don’t have to pay it back.
- Ask for a Payment Arrangement. Do this if you think that the overpayment was your fault or you can afford to pay it back.