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BURIAL RESOURCE STATEMENT NAME (Individual or Parent): SOCIAL SECURITY NUMBER: NAME (Spouse or Parents Spouse): SOCIAL SECURITY NUMBER: RE: (Description of Resource(s)) designated as funds for the.

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How to fill out the Ssa 4169 online

Filling out the Ssa 4169 form is essential for reporting designated burial funds to the Social Security Administration. This guide provides step-by-step instructions to ensure you complete the form accurately and effectively.

Follow the steps to successfully complete the Ssa 4169 form.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. In the first section, enter the name of the individual or parent and their social security number. Make sure to double-check these details for accuracy.
  3. Next, provide the name of the spouse or parent’s spouse, along with their respective social security number.
  4. Fill in the section designated as ‘Re’ with a description of the resource(s) that are set aside as funds for burial purposes. Be as specific as possible.
  5. Review the understanding statement regarding the segregation of burial funds from non-burial resources. It is important to acknowledge this requirement to comply with SSI regulations.
  6. Sign and date the form in the designated areas for both the individual (or parent) and the spouse (or parent’s spouse). Include the current date formatted as Month, Day, Year.
  7. Once all sections are completed, you can save changes, download, or print the form for your records. Ensure that you share it as necessary with the relevant authorities.

Complete your Ssa 4169 form online today to ensure compliance with SSI requirements.

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If you're already receiving Social Security benefits and have a payee, you can ask someone else to be your payee. You should tell your present payee that you plan to ask someone else to help you. The person you want to become your new payee must file an application at a Social Security office.

In determining the resources of an individual (and spouse, if any) there shall be excluded an amount not in excess of $1,500 each of funds specifically set aside for the burial expenses of the individual or the individual's spouse.

For SSI, we do not count: the home you live in and the land it is on; one vehicle, regardless of value, if you or a member of your household use it for transportation; household goods and personal effects (e.g., your wedding and engagement rings); life insurance policies with a combined face value of $1,500 or less;

Form SSA-1724 | Claim For Amounts Due In The Case Of Deceased Beneficiary. A deceased beneficiary may have been due a Social Security payment and/or a Medicare Premium refund prior to or at the time of death.

Form SSA-4169 is a locally reproducible form for obtaining acknowledgement of an individual's or deemor's understanding that excluded burial funds must be kept separately identifiable and that there may be a penalty for misusing the funds.

A Social Security beneficiary is someone who receives Social Security or Supplemental Security Income (SSI) payments. When a beneficiary passes away, there are certain steps that must be taken to cancel benefits or transfer the payments to an eligible survivor.

The IRS Form SSA-1724-F4 is used by the relatives of the deceased social security recipient or the legal representative of the estate. Among the immediate relatives allowed to receive these payments are the spouse, children, and parents of the deceased.

A resource is money as well as something that you own and can turn into cash. Examples of resources are property, stocks, bonds, and bank accounts.

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