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Recent Direct Deposit questions

Initially signed up in Oct 2012. But was still employed

Initially signed up for Medicare in Oct 2012. But was still employed until Oct 2013. Was lead to understand that when I retired parts A and B would be in effect. In Oct 2013 confirmed with Social Security that I indeed wanted part B ( documented via SS paperwork ) According to SS they have documented I refused part B in Nov 2013 and Oct 2014. Since my SS check is direct deposited was not aware that I did not have part B until Jan 2016. Of course I was diagnosed with cancer in Nov 2015 and have incurred $70,000 + medical expenses. What are my options here ?

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annelew12554

Master Tax Preparer

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MY SON, HAMBY IS IN AUGUSTA STATE MEDICAL PRISON. HE ASKED

MY SON, LEWIS HAMBY IS IN AUGUSTA STATE MEDICAL PRISON. HE ASKED ME TO TRANSFER HIS DIRECT DEPOSITS @ GA BANK OF DAWSON (GA) BY SSA TO COLONY BANK IN LEESBURG, GA . HE RECEIVES SSDI. SSA USUALLY STOPS DEPOSITS WHEN I NOTIFY OF HIS INCARCERATIONS, BUT HAS NOT THIS TIME. THE AMOUNT IS $7, 149.20. SHOULD I, AS POWER ATTORNEY, DO THIS?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,802 satisfied customers
My mother passed away May 2, 2016. I was told that the social

My mother passed away May 2, 2016. I was told that the social security check she gets the second Wednesday of May will be for April. I just went to the bank and it has not been deposited into her account yet. I am wondering why not?***** *****My mother's daughter, power of attorney, social security payee

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lev-tax

Retired

Bachelor's Degree Equivalent

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24,192 satisfied customers
My father passed away on May 2 2016-his check was sent on May

My father passed away on May 2 2016-his check was sent on May 3rd. The check has been removed from my parents checking account. I need to know how to set my Mom up to receive his benefits since he pulled in more than her. My Mom is 81 and unable to complete this task. Can you please help me in what I need to do. Thank you.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,802 satisfied customers
My friend has a new SS card but no money on it. They told

My friend has a new SS card but no money on it. They told him he would not get any money on the card until he pays them $89. This sounds bogus to me. I have been on SS for years and never had to pay anything to SS. What is this deal about? Why would he have to pay anything. Is he better off having direct deposit?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,802 satisfied customers
I live in Canada and have a very small pension which I have

I live in Canada and have a very small pension which I have requested several times to be put in my US account in Canada. It is going in with Canadian funds. Where does SS send the money - my credit union says it is the US that changes the penion to Canadian - is that true?

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TaxRobin

Vocational, Technical or Trade School

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20,648 satisfied customers
I am the plenary guardian stepmother who resides in

I am the plenary guardian for my stepmother who resides in an assisted living facility in Florida and who has worsening dementia. I am trying to track down where her Social Security checks are going and am trying to do as much of the leg work online to minimize waiting for hours to see someone in a physical Social Security office. Prior to the court appointing me as the plenary guardian, she had been assigned a temporary guardian who has finally submitted a final accounting as required by the court, but the bank indicates that they have not been receiving any direct deposits or deposited checks from Social Security. I am wondering if there is a way to track this down online.

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Phillips Esq.

Attorney

Juris Doctor

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17,244 satisfied customers
My husband and I have adopted our son earlier this year. He

My husband and I have adopted our son earlier this year. He receives SSI monthly as he was previously adopted by his paternal grandmother, she passed away 2 years ago, he was then in foster care prior to us adopting him. As his mom I receive payment on his behalf as his representative payee. I have just set up a custodial savings account and have requested direct deposit rather than paper checks. I believe we are to use this money for his various expenses. I believe we are allowed to keep some back for his savings. Is it ok to have money deposited in his account, then us to transfer once a month a set amount we feel reasonable to cover some of his expenses such as some food and clothing and any other need that may arise? We are not expecting him to pay for all of his needs, we didn't adopt him for this reason, but we are concerned he could lose his benefits if we left it all in savings for him. Any advice would be greatly appreciated.JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Is there anything else the Retirement Accountant should be aware of?Customer: He is 12 years old and I believe he gets this benefit until he is 18.JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Retirement Accountant about your situation and then connect you two.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,538 satisfied customers
I just received my first social security direct deposit yesterday.

I just received my first social security direct deposit yesterday. I need taxes taken out of it. Which form do I need for this and where do I obtain it? After I fill it out do I take it to my local social security office or mail it in to what address?

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LawTalk

Attorney at Law

Juris Doctor

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31,686 satisfied customers
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