I received a letter addressed to my deceased aunt stating her February payment had been returned due to an incorrect address. Well, it was returned because the account it used to flow into has been closed. She passed away on January 19th. I thought the funeral home notified the Social Security Administration of that fact. My question is: Do I need to do anything through SSA? I am the executor of her estate.

Also, I have tried two different local offices today and the phone does not ring at either location. It is not that the phone is not answered, it just does not ring. Period. That seems like poor customer service to me. I worked at a federal government agency for 30 years. Our phone rang and we answered it within two rings 90% of the time.

A) Dealing with the Social Security Administration After a Death

Understanding the Situation

It’s unfortunate that you’re facing these issues with the Social Security Administration (SSA). Their systems can often be frustrating to navigate, especially in difficult circumstances.

Regarding the Returned Payment

• Notify the SSA: Yes, you should contact the SSA to inform them of your aunt’s death and the returned payment. They will need to stop sending payments and update their records.
• Funeral Home Notification: While the funeral home may have informed the SSA, it’s essential to verify this and provide any necessary documentation.
• Executor Responsibilities: As the executor of her estate, it’s your responsibility to handle these matters.

Dealing with the SSA

• Phone Issues: The difficulty in reaching the SSA by phone is a common complaint. Given your experience with government agencies, you understand the frustration.
• Alternative Contact Methods: Consider trying the SSA’s online services or visiting a local office in person. While phone issues persist, you might have better luck with these alternatives.

Next Steps

1. Gather Necessary Documents: Collect your aunt’s Social Security number, death certificate, and your appointment as executor.
2. Contact the SSA: Use the online services, visit a local office, or try calling again at different times. Be prepared to provide the necessary information.
3. Request a Benefit Verification Letter: This letter can be helpful in closing your aunt’s estate.

Additional Tips

• Be Patient: Dealing with the SSA can be time-consuming.
• Keep Detailed Records: Document all your interactions with the SSA.
• Seek Legal Advice: If you encounter significant difficulties, consider consulting an attorney who specializes in estate law.