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Where Do I Send The Funds I Saved For My Now Deceased Daughter When I Was Her Representive Payee ?

As representative payee for my disabled daughter, where do I send the funds I saved for her in a savings account. She fell under DAC classification when her father went on permanent disability. He passed away in 2011. My daughter passed away on September 23, 2020. So far I have not received any instructions from SS.



Hi. I'm sorry for your loss. According to Social Security's guide for representative payees (https://www.ssa.gov/pubs/EN-05-10076.pdf), if a beneficiary for whom you were the representative payee dies, "you must give any saved benefits to the legal representative of the estate. Otherwise, the savings must be managed according to state law. If you need information about state law, contact the probate court or an attorney".

Best, Jerry

Posted:
February 11, 2023