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Do I report the monthly social security income and retirement. : I am told by some not to put the retirement and social security death benefits from my 2 yeaars olds fathers death November 2016. She is also recieving life insurance that i just now recieved and put into separate acct. Nobody told me i would have to do annual reports on anything except for the Life Insurance. Ive already been using the social security since Dec 2016 and I have also been using the retirement which was deposited into My account with no questions except for account number. Now im wondering what do i list as her "personal property" on the guardians inventory papers. Im told by others to just put life insurance. Please help before i have a mental break down. Im getting no help from the lawyer i went to before and the courthouse is no help either. Please please help me. We've been surviving off of the social security monthly death benefits and when i got the retirement, we went shopping for her clothes, toys, went to a few zoos and other recreational activities that i would NOT remember prices or amounts if they are needed. I appreciate your time and hope to get a real answer.

Asked about 2 months ago in Social Security

Brian’s answer: If you are serving as a Representative Payee for the child's Social Security benefits then many oversight rules do apply to how you manage those funds. I suggest you contact your local Legal Aid Services organization for assistance with these matters.
Here's some more info on Rep Payee duties:
A payee acts on behalf of the beneficiary. A payee is responsible for everything related to benefits that a capable beneficiary would do for himself or herself. SSA encourages payees to go beyond just managing finances and to be actively involved in the beneficiary’s life. The following lists the required duties of a payee.
Required Duties:
Determine the beneficiary’s needs and use his or her payments to meet those needs;
Save any money left after meeting the beneficiary’s current needs in an interest bearing account or savings bonds for the beneficiary's future needs;
Report any changes or events which could affect the beneficiary’s eligibility for benefits or payment amount;
Keep records of all payments received and how they are spent and/or saved;
Provide benefit information to social service agencies or medical facilities that serve the beneficiary;
Help the beneficiary get medical treatment when necessary;
Notify SSA of any changes in your (the payee's) circumstances that would affect your performance or continuing as payee;
Complete written reports accounting for the use of funds; and
Return any payments to which the beneficiary is not entitled to SSA.

Answered about 1 month ago.


Can I continue to collect the approximate balance $43,000 arrearages owed from deceased obligator's Social Security benefit?: I was collecting benefits from obligators Social Seciuity benefits until August 2015, I have was informed by CSEA that the balance of arrearages was below $400, and therefore could no longer collect from his Social Security benefits.

I have since located my documents providing the total arrearages as of 08/24/2012 as $43,348.34. Monthly payments of $51.04 from that date until 08/2015 were collected. This leaves the balance of arrearages due that is substantially greater than the total told to me by CSEA in 2015.

Asked about 2 months ago in Social Security

Brian’s answer: It depends. You may need to consult with a family law attorney well-versed in child support collection matters to assist you in pursuit of these benefits. You should act quickly as you may be up against an appeal deadline. You also could try contacting CSEA with the new information, and perhaps they will re-activate their collection efforts. Good luck!

Answered about 1 month ago.


Can I sue social security?: Social Security made a mistake and caused an overpayment of $28,000 which they said was my fault and had to pay back. I am a mentally disabled person who did not cause the overpayment. I asked for a waiver and the decline the waiver stating that the overpayment was my fault and I had to pay it back. I asked for an appeal and because of the appeal request they took my whole entire check for July and applied it to the overpayment. My check I'd only $660 and I can't pay my bills, rent. Or eat. What can I do to recover my money now?

Asked about 2 months ago in Social Security

Brian’s answer: My esteemed colleague, Mr. Yako, has given you excellent information. In addition, as many attorney do not take on overpayment cases you could contact your local Legal Aid Services organization or Mr. Jerry Ready at Overpayment Relief - (425) 772-6835 to discuss your situation.

Answered about 1 month ago.