Indiana Letter to Social Security Administration Notifying Them of Death

State:
Multi-State
Control #:
US-00733-LTR
Format:
Word; 
Rich Text
Instant download

Description

This Letter to Social Security Administration Notifying Them of Death is used to prevent identity theft of a deceased person by notifying the Social Security Administration of the individual's death.

How to fill out Letter To Social Security Administration Notifying Them Of Death?

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FAQ

A death notice is a brief statement announcing someone's death. In just a few sentences, the notice explains need-to-know details about the death, along with information regarding memorial or funeral services to be held.

Different banks may have different ways of handling the closing of a decedent's accounts, but most will want either a copy of or a certified death certificate.

The Social Security office automatically notifies Medicare of the death. If the deceased was receiving Social Security payments, the payment for the month of the death must be returned to Social Security. Contact the deceased's bank to return the full month's payment as soon as possible.

The bank will need to see a death certificate. You can either: contact each bank individually. sign up to the Death Notification Service, a free service which notifies all the financial institutions at the same time.

If it comes to your attention that the SSA has mistakenly listed you as deceased, you'll need to correct that error at once, and you can do so by visiting your local Social Security office.

The account holder needs only to notify the bank of who the beneficiary should be. The bank, on its end, will give the owner of the account a beneficiary designation form called a Totten trust to fill out.

A court must grant you the power to withdraw money from the account if you're neither a joint owner or an account beneficiary. For example, an executor must produce proof of executor status and a certified copy of the death certificate to collect funds and place them in an estate account.

Nonetheless, Social Security payments are sometimes sent after someone's death, and the payment must be returned. Returning the check requires Social Security to contact the bank that received the payment. Receiving that request from Social Security is another way the bank can learn if an account holder died.

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Indiana Letter to Social Security Administration Notifying Them of Death