Personal Representative For Social Security

State:
Florida
Control #:
FL-038-78
Format:
Word; 
Rich Text
Instant download

Description

The Personal Representative Deed for Social Security serves as a critical legal instrument enabling a personal representative to distribute estate assets under Florida law. This form is specifically designed for use by individuals acting as personal representatives who are tasked with the distribution of property from a deceased estate. Key features of the form include fillable fields for user-friendly completion, whether electronically via Microsoft Word or Adobe Acrobat, or manually by hand. The instructions emphasize the need to check visibility settings for form fields, ensuring accurate data entry. Attorneys, partners, owners, associates, paralegals, and legal assistants can benefit from this form by understanding its utility in facilitating the legal transfer of property and ensuring compliance with court mandates. Specific use cases include executing estate distributions following probate proceedings or when adhering to terms outlined in a deceased's will. Additionally, the form incorporates necessary legal disclaimers, highlighting its advisory nature and encouraging users to consult legal professionals for complex issues.
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FAQ

A representative payee applicant may not serve if he/she: (a) Has been convicted of a violation under section 208, 811 or 1632 of the Social Security Act. (b) Has been convicted of an offense resulting in imprisonment for more than 1 year.

You must use our standard form, Claimant's Appointment of a Representative (SSA-1696). The form is available on our website at .ssa.gov/forms/ssa-1696.pdf or at any local Social Security office. You can submit the form online or by mail.

We mail an annual Representative Payee Report to the payees who are required to complete the report. Payees who are under 18 must complete the paper version. Individual payees who are 18 or older can complete it online by logging in to their my Social Security account.

How Do I Apply to be a Representative Payee? Contact the Social Security office nearest you to apply to be a payee. You must complete form SSA-11 (Request to be selected as payee) and show us documents to prove your identity.

You can either fill out the form and return it to Social Security or go online at .socialsecurity.gov/payee to file the report.

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Personal Representative For Social Security