Social Security

Ask social security questions and get answers ASAP

Ask an Expert,
Get an Answer ASAP!

I am settling the affairs of a Robert John Bates, jr SS

Customer Question
I am settling the...

I am settling the affairs of a Robert John Bates, jr SS Number###-##-#### he passed away on June 26, 2017. I understand was he was sent his July payment of $1527. Has this money been retrieved from his bank account before it was closed. Dale Kunkle***@******.***

Submitted: 7 months ago.Category: Social Security
Show More
Show Less
Ask Your Own Social Security Question
Answered in 1 hour by:
11/23/2017
Social Security Expert: taxmanrog, Certified Public Accountant (CPA) replied 7 months ago
taxmanrog
taxmanrog, Certified Public Accountant (CPA)
Category: Social Security
Satisfied Customers: 1,132
Experience: Licensed CPA, MA, MST with 31 years' experience. Teach Accounting and Tax courses at Masters level.
Verified

Welcome to Just Answer! Thank you for giving me the opportunity to assist you! I will do my best to help!

Please give me a few minutes to answer your question.

Ask Your Own Social Security Question
Social Security Expert: taxmanrog, Certified Public Accountant (CPA) replied 7 months ago

Social Security payments are made in the following month for the benefit month. For example, November's benefit would be paid in December. In order to receive the monthly benefit, the recipient has to be alive for the entire year. So if Mr. Bates passed on June 26, he would not be eligible for the June benefit because he died before the end of the month. SS sent the check, so under the SSA rules, you should notify the bank and they will return the check. If he received an actual paper check, it needs to be returned so SSA uncashed.

The SSA will not automatically withdraw funds from a bank account. However, if the bank were notified of the death, they may have as part of their normal procedures returned the payment to SSA. They may have done this especially if they knew you were closing the account.

I hope this answers your question. If you have any more, please let me know and I will be happy to answer.

Thanks! *****!

Roger

Ask Your Own Social Security Question
Social Security Expert: taxmanrog, Certified Public Accountant (CPA) replied 7 months ago

I have not heard back from you. Do you have any more questions? Is what I said clear?

Please don't forget to rate me, as this is how questions are closed.

Thanks! Have a great weekend!

Roger

Ask Your Own Social Security Question
Social Security Expert: taxmanrog, Certified Public Accountant (CPA) replied 7 months ago

Hello? Do you have any more questions?

Ask Your Own Social Security Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a social security expertLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask taxmanrog Your Own Question
taxmanrog
taxmanrog
taxmanrog, Certified Public Accountant (CPA)
Category: Social Security
Satisfied Customers: 1,132
1,132 Satisfied Customers
Experience: Licensed CPA, MA, MST with 31 years' experience. Teach Accounting and Tax courses at Masters level.

taxmanrog is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

dylatess

dylatess

ATTORNEY

3,467 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,582 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

3,071 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

R. Klein, EA

R. Klein, EA

Accountant

334 satisfied customers

Tax & Social Security Benefits specialist

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

233 satisfied customers

Licensed in multiple jurisdictions, experienced business attorney.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,283 satisfied customers

22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

< Previous | Next >

Related Social Security Questions
My mother passed away on June 21, 2018. She received her.SS
My mother passed away on June 21, 2018. She received her.SS check for June. I need to know if I get to use her June check or ?. She also received her July check, how do I return the money that might b… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,416 satisfied customers
I am trying to find out about a change that occurs when I
I am trying to find out about a change that occurs when I start SS on my 70th birthday. My June payment with will have Medicare withheld for June, but we have already paid the Medicare payment via EFT… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
848 satisfied customers
My husband Dr. Rudnik passed away January 30. Payments were
My husband Dr. Robert Rudnik passed away January 30. Payments were automatic ally sent to Vally National Bank. Please let me know how i return the money paid for the 31st , not used by him. … read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,416 satisfied customers
My Life partner passed away on Nov 30th 2017....His SS
My Life partner passed away on Nov 30th 2017....His SS payment for Nov was automatically deposited to his checking acct. I noticed today that it was rescinded from his checking account...???? … read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 satisfied customers
My dads death was on the week prior to him receiving next
my dads death was on the week prior to him receiving next month social security payment is that check payable for next month or is it mailed date have a 3 to 4 day allow the social security date cause… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
When we receive our SS check on the third of the month, what
When we receive our SS check on the third of the month, what month is it covering? Is the July third check for June or July? … read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
My step-son, my wife's son Renna passed away July 3, 2017 at
Hello, My step-son, my wife's son Robert Renna passed away July 3, 2017 at MMC. He is to be cremated, but the funeral parlor needs his SSN, which we don't know. He unfortunately, basically lived off t… read more
Anne
Anne
Master Tax Preparer
1,328 satisfied customers
I started getting SS at age 62 in JUly of 06. This was my
I started getting SS at age 62 in JUly of 06. This was my ex-husbands. We had been married 39 years. I will be 73, July 10, 2017. He had remarried, and the 2nd wife used her own earnings to get SS. He… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
My grandfather closed his bank account, so I switched his
my grandfather closed his bank account, so I switched his social security direct deposit into my bank account, it says processed on the ssa website on June 2nd. The money is not in the account. He has… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I turned 60 n April3rd, 2017. My husband passed away on June
I turned 60 n April3rd , 2017. My husband passed away on June 12, 2012. I am of the understanding that I can collect widow!s benefits at age 60. I am currently working. … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
My mother Hartsuff passed away on June 29, 2016. The death
Hello, my mother Barbara Hartsuff passed away on June 29, 2016. The death certificate was sent to SS by the cremation service we used. I know this was done because her July SS deposit was withdrawn. L… read more
Christopher B, Esq
Christopher B, Esq
Attorney
Juris Doctor
1,816 satisfied customers
My full retirement age is 66. I have plans to retire at the
My full retirement age is 66. I have plans to retire at the end of June, 2017. Twwo months before having my full retirement age. If I do retire at the end of June (retirement beginning on July 1, 2017… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
My husband passed on 5/26/16. I received my normal SS check
My husband passed on 5/26/16. I received my normal SS check on third Wed in June and the adjusted check due to his death (inc the $255) on July 1. Then I also received my normal check third week in Ju… read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
I HAD A HUGE DEPOSIT credited into my bank acct with this notation SSA
I HAD A HUGE DEPOSIT credited into my bank acct with this notation SSA TREAS 310 XXSOC SEC *****3023D .SSA… read more
Shawn P. Adamo
Shawn P. Adamo
CEO
Bachelor's Degree
18 satisfied customers
I'm 64 years old and want to retire July 31st. I've grossed
I'm 64 years old and want to retire July 31st. I've grossed $30,000 and netted $21,000. Am I still eligible to collect my SS at the full amount for my age? What is the most you can make in a year and … read more
KUMI95
KUMI95
Attorney
Doctoral Degree
17 satisfied customers
My mother died on 1/15/14 the same day her SS check was deposited.
My mother died on 1/15/14 the same day her SS check was deposited. I am of the understanding that SS pays benefits in arrears. With that in mind, the 1/15 deposit would have been for Dec. 2012. Social… read more
KUMI95
KUMI95
Attorney
Doctoral Degree
17 satisfied customers
My ex-financee and I have two children. He started receiving
My ex-financee and I have two children. He started receiving social security in 2009 when he turned 62. When we applied, the representative told us that if he made himself payee for our children his e… read more
dylatess
dylatess
ATTORNEY
JD
3,467 satisfied customers
My husband, DON CONSAUL POLLEY, died 7/30/1975, at the Rocky
My husband, DON CONSAUL POLLEY, died 7/30/1975, at the Rocky Hill, Ct. VA Hospital. He was born in Cleveland, Ohio, on 9/4/1926. He was a 1960 graduate of Yale Law School.He became a Partner in the Sh… read more
dylatess
dylatess
ATTORNEY
JD
3,467 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x