Social security office is saying we have to open a new account to payee. I have been on my parents accounts for years. Dad just passed and mom has dementia. We're trying to get dad's Social Security for mom because it’s more. They say that POA doesn’t matter, SS can’t deposit $ into account with my name on it or they can’t deposit it into a Trust account. Any advice?
I would agree with Ahmijoy with calling SS again or talk to a lawyer to get straight answers. Things may have changed over the years.
When he passed away....
I called them to let them know (I think they know since M-care knows and they share info)
they wouldn't talk to me. so next time I visited my mom I called again. all they had me do was put my mom on the line and say who she was. then my mom gave the phone back to me and we finished up. the new amount (less $) started being direct deposit again like before.
I know there was some issue since SS asks for money back for the month of death. but they asked and I paid them back
I don't know, but my mom and dads account was a trust acct. I mean its titled xxxx family trust