We are often asked what should be done about Social Security benefits after someone dies. When a social security recipient dies, the Social Security Administration must be notified as soon as possible. The funeral home will usually make the notification to Social Security. If the funeral home does not provide this service, then another family member or the surviving spouse must make the notification to Social Security.
You can visit the Social Security office in Walnut Creek at 1111 Civic Dr. #180 to let them know. You can also call Social Security at (800) 772-1213 to inform them.
Any benefits received for the month of death or for any months after the date of death of the recipient, must be returned to Social Security. If Social Security benefits are paid by direct deposit into the bank, you will need to contact the bank and request that any funds received for the month of death or for any months after the month of the death, be returned to Social Security. If a Social Security check or checks are received, do not deposit them, but instead return them to Social Security as soon as possible.
This information is not to be taken as legal advice, and you are encouraged to see your elder law attorney. At the Law Offices of Michael J. Young, at 1931 San Miguel Dr., Ste. 220, Walnut Creek, CA www.WalnutCreekElderLaw, 925-256-0298, lawyoung1@gmail.com we practice Elder Law and we help Baby Boomers, Seniors and families through their Elder Care Journey. We help families with long-term care planning, asset-protection plans, comprehensive estate planning, wills, trusts and powers of attorney. We also help Baby Boomers and families get their “Ducks in a Row” in order help them qualify for Medi-Cal and the VA Aid & Attendance Improved Pension benefit.