Ssa 1724 Form PDF Details

When someone passes away, it can be an emotionally challenging time for their loved ones. In addition to dealing with their grief, there may also be financial aspects to consider, especially if the deceased was receiving benefits from Social Security. The Form SSA-1724 is designed to address this specific situation. Officially known as the "Claim for Amounts Due in the Case of a Deceased Beneficiary," this form is a crucial tool for family members or legal representatives to claim any outstanding Social Security payments or Medicare Premium refunds that were due to the deceased at the time of death. The Social Security Administration (SSA) requires this form to be completed to assess who is rightfully entitled to receive any due amount under the law. This includes providing detailed information about the deceased, such as their Social Security number, details about the surviving next of kin such as surviving widow(er)s, children, and parents, as well as any legal representatives of the deceased's estate. Accurately completing and returning this form facilitates the process for the SSA to make a decision regarding the disbursement of funds, ensuring that any payments due are correctly allocated to those entitled under the established legal priorities. The form also includes space for additional remarks or explanations, accommodating various family circumstances and providing a comprehensive approach to claim the amounts due.

QuestionAnswer
Form NameSsa 1724 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesssa 1724 pdf, form ssa 1724 f4, social security administration ssa 1724 f4, social security form ssa 1724 f4

Form Preview Example

 

Form Approved

Social Security Administration

OMB No. 0960-0101

 

 

CLAIM FOR AMOUNTS DUE IN THE CASE OF A DECEASED BENEFICIARY

PRINT NAME OF DECEASED

If the deceased received benefits on another person's record, print name of that worker

SOCIAL SECURITY NUMBER OF DECEASED

NAME OF THE WORKER

The deceased may have been due a Social Security payment and/or a Medicare Premium refund. The Social Security Act provides that amounts due a deceased may be paid to the next of kin or the legal representative of the estate under priorities established in the law. To help us decide who should receive any payment due, please COMPLETE THIS ENTIRE FORM and RETURN it to us in the enclosed envelope.

This claim for the amounts due is being made on behalf of the family or the estate of

 

_________________________ who died on ______________ day of ________________

_________________

(name of deceased)

(month)

(year)

and who lived in the state of _________________________ .

PRINT NAME OF APPLICANT

RELATIONSHIP TO DECEASED (Widow, Son, Legal Representative, etc.)

THE FOLLOWING ARE THE NEXT OF KIN OR LEGAL REPRESENTATIVE OF THE DECEASED NAMED ABOVE:

1.

NAME OF SURVIVING WIDOW(ER)

ADDRESS OF SURVIVING WIDOW(ER) (Please print house number,

 

(Please print. If none, state "NONE")

street, apt. number, P.O. Box, rural route, city, state, and ZIP code)

 

 

 

 

 

 

 

 

 

 

ENTER SOCIAL SECURITY NUMBER(S) OF WIDOW(ER)

 

 

 

 

NAMED ABOVE.

 

 

 

 

 

 

 

 

 

WAS THE WIDOW(ER) NAMED ABOVE LIVING IN THE

YES

If "YES", then

NO

 

SAME HOUSEHOLD WITH THE DECEASED AT THE TIME

 

SKIP items 2,3,4,5 and

 

 

OF DEATH?

 

SIGN at bottom of page 2.

 

 

 

 

 

 

WAS HE OR SHE ENTITLED TO A MONTHLY BENEFIT

YES

If "YES", then

NO

 

 

 

 

 

ON THE SAME EARNINGS RECORD AS THE DECEASED

 

SKIP items 2,3,4,5 and

(Go on to item 2)

 

AT THE TIME OF DEATH?

 

SIGN at bottom of page 2.

 

 

 

 

 

 

 

 

 

2.

ENTER NUMBER OF LIVING CHILDREN OF THE DECEASED. INCLUDE ADOPTED CHILDREN AND

NUMBER

 

STEPCHILDREN; INCLUDE GRANDCHILDREN AND STEP-GRANDCHILDREN IF THEIR PARENTS ARE

 

 

DISABLED OR DECEASED; OR IF THEY HAVE BEEN ADOPTED BY THE SURVIVING SPOUSE OF THE

 

 

DECEASED. IF NONE OF THE ABOVE, SHOW "NONE" AND GO ON TO ITEM 4.

 

 

 

 

 

 

PRINT NAME AND COMPLETE ADDRESS OF EACH CHILD

 

 

Remarks -(If you need more space for explaining any answers to the questions, attach a separate sheet.)

 

 

 

 

NAME OF CHILD

ADDRESS OF CHILD (Include house number, street, apt. number,

 

 

P.O. Box, rural route, city, state, and ZIP code)

 

RELATIONSHIP TO DECEASED (Grandchild, stepchild, etc.)

SOCIAL SECURITY NUMBER OF CHILD

NAME OF CHILD

ADDRESS OF CHILD (Include house number, street, apt. number, P.O. Box, rural route, city, state, and ZIP code)

RELATIONSHIP TO DECEASED (Grandchild, stepchild, etc.)

SOCIAL SECURITY NUMBER OF CHILD

Form SSA-1724-F4 (05-2016) Use Prior Editions

Page 1

3.If any child listed in item 2 has a different name from that given at birth, attach a separate sheet with the following information: Child's Present Name, Name Given At Birth, and a brief explanation for the difference (e.g. Marriage or Court Order).

4. ENTER NUMBER OF LIVING PARENTS OF THE DECEASED

 

NUMBER

 

 

 

(Include adopting parents and stepparents. If none, show "None") IF THERE ARE NO LIVING PARENTS, GO

 

 

ON TO ITEM 5.

 

 

 

 

 

 

 

PRINT NAME AND COMPLETE ADDRESS OF EACH PARENT

 

 

 

 

NAME OF LIVING PARENT

ADDRESS OF LIVING PARENT (Include house number, street, apt.

 

 

number, P.O. Box, rural route, city, state, and ZIP code)

 

 

 

 

 

ENTER SOCIAL SECURITY NUMBER OF PARENT NAMED

 

 

 

 

 

 

NAME OF LIVING PARENT

ADDRESS OF LIVING PARENT (Include house number, street, apt.

 

 

number, P.O. Box, rural route, city, state, and ZIP code)

 

 

 

 

 

ENTER SOCIAL SECURITY NUMBER OF PARENT NAMED.

 

 

 

 

 

 

5.LEGAL REPRESENTATIVE OF THE DECEASED'S ESTATE (Skip this item if relatives are listed in 1, 2, or 4.)

NAME OF LEGAL REPRESENTATIVE (Please print)

ADDRESS OF LEGAL REPRESENTATIVE (Please print house

 

number, street, apt. number, P.O. Box, rural route, city, state, and

 

ZIP code.)

 

 

NOTE: If you are applying as legal representative, please submit a certified copy of your letters of appointment.

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge.

SIGNATURE OF APPLICANT

SIGNATURE (First name, middle initial, last name)

DATE (Month, day, year)

TELEPHONE NUMBER (Include area code)

MAILING ADDRESS (House number and street, apt. number, P.O. Box, or rural route)

CITY

STATE

NAME OF COUNTY

ZIP CODE

 

 

 

 

 

Direct Deposit Payment Address (Financial Institution)

 

 

 

Type of Account

Nine Digit Routing Number

 

 

 

 

Checking

Savings

 

 

 

 

 

 

Account Number

 

 

 

 

 

 

 

WITNESSES ARE REQUIRED ONLY IF THIS APPLICATION HAS BEEN SIGNED BY MARK (X) ABOVE. IF SIGNED BY MARK (X), TWO WITNESSES TO THE SIGNING WHO KNOW THE APPLICANT MUST SIGN BELOW GIVING THEIR FULL ADDRESSES.

SIGNATURE OF WITNESS

SIGNATURE OF WITNESS

ADDRESS (House number and street, city, state, and ZIP code)

ADDRESS (House number and street, city, state, and ZIP code)

Form SSA-1724-F4 (05-2016)

Page 2
Paperwork Reduction Act Statement

PRIVACY ACT NOTICE

Section 204(d) of the Social Security Act, as amended, authorizes us to collect this information. We will use this information to help us determine the beneficiary’s payment.

Furnishing us the information is voluntary. However, failing to provide us with all or part of the requested information may prevent us from making an accurate and timely decision on your claim, which may result in the loss of payments.

We rarely use the information you supply for any purpose other than for determining problems in Social Security programs. However, we may use it for the administration and integrity of Social Security programs. We may also disclose information to another person or to another agency in accordance with approved routine uses, which include, but are not limited to the following:

1)To contractors and other Federal agencies, as necessary, for the purpose of assisting the Social Security Administration in the efficient administration of its programs;

2)To comply with Federal laws requiring the release of information from Social Security records (e.g., to the Government Accountability Office and Department of Veteran's Affairs);

3)To make determinations for eligibility in similar health and income maintenance programs at the Federal, State, and local level; and,

4)To facilitate statistical research, audit, or investigatory activities necessary to assure the integrity and

improvement of Social Security programs.

We may also use the information you provide in computer matching programs. Matching programs compare our records with records kept by other Federal, State, or local government agencies. We use the information from these matching programs to establish or verify a person's eligibility for federally-funded and administered benefit programs and for repayment, incorrect payments or delinquent debts under these programs.

A complete list of routine uses for this information is available in our Privacy Act Systems of Records Notices, 60-0089, Claims Folder Systems, and 60-0090, Master Beneficiary Record. These notices, additional information regarding our programs and systems, are available on-line at www.socialsecurity.gov or at any local Social Security office.

This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget (OMB) control number. We estimate that it will take about 10 minutes to read the instructions, gather the facts, and answer the questions. Send only comments relating to our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401.

Form SSA-1724-F4 (05-2016)

Page 3

How to Edit Ssa 1724 Form Online for Free

We've applied the efforts of our best computer programmers to make the PDF editor you intend to operate. Our application will allow you to fill in the social security form ssa 1724 f4 form without any difficulty and don’t waste precious time. Everything you need to undertake is stick to these straightforward actions.

Step 1: Choose the button "Get form here" to open it.

Step 2: So you will be on the file edit page. You can add, alter, highlight, check, cross, include or erase areas or phrases.

Feel free to provide the following details to fill out the social security form ssa 1724 f4 PDF:

stage 1 to completing ssa 1724

You should provide the information within the box WAS THE WIDOWER NAMED ABOVE LIVING, WAS HE OR SHE ENTITLED TO A, YES, If YES then SKIP items and SIGN, If YES then SKIP items and SIGN, ENTER NUMBER OF LIVING CHILDREN, STEPCHILDREN INCLUDE GRANDCHILDREN, Go on to item, NUMBER, PRINT NAME AND COMPLETE ADDRESS OF, NAME OF CHILD, ADDRESS OF CHILD Include house, RELATIONSHIP TO DECEASED, NAME OF CHILD, and ADDRESS OF CHILD Include house.

Completing ssa 1724 part 2

Highlight the most vital details the If any child listed in item has a, ENTER NUMBER OF LIVING PARENTS OF, NUMBER, Include adopting parents and, PRINT NAME AND COMPLETE ADDRESS OF, NAME OF LIVING PARENT, ADDRESS OF LIVING PARENT Include, ENTER SOCIAL SECURITY NUMBER OF, NAME OF LIVING PARENT, ADDRESS OF LIVING PARENT Include, ENTER SOCIAL SECURITY NUMBER OF, LEGAL REPRESENTATIVE OF THE, NAME OF LEGAL REPRESENTATIVE, and ADDRESS OF LEGAL REPRESENTATIVE field.

ssa 1724 If any child listed in item has a, ENTER NUMBER OF LIVING PARENTS OF, NUMBER, Include adopting parents and, PRINT NAME AND COMPLETE ADDRESS OF, NAME OF LIVING PARENT, ADDRESS OF LIVING PARENT Include, ENTER SOCIAL SECURITY NUMBER OF, NAME OF LIVING PARENT, ADDRESS OF LIVING PARENT Include, ENTER SOCIAL SECURITY NUMBER OF, LEGAL REPRESENTATIVE OF THE, NAME OF LEGAL REPRESENTATIVE, and ADDRESS OF LEGAL REPRESENTATIVE fields to fill

The field ADDRESS OF LEGAL REPRESENTATIVE, NOTE If you are applying as legal, I declare under penalty of perjury, SIGNATURE First name middle, DATE Month day year, SIGNATURE OF APPLICANT, TELEPHONE NUMBER Include area code, MAILING ADDRESS House number and, CITY, STATE, NAME OF COUNTY, ZIP CODE, Direct Deposit Payment Address, Type of Account, and Checking is going to be for you to insert all sides' rights and responsibilities.

stage 4 to entering details in ssa 1724

Finish by analyzing these sections and filling in the required data: SIGNATURE OF WITNESS, SIGNATURE OF WITNESS, ADDRESS House number and street, ADDRESS House number and street, Form SSAF, and Page.

part 5 to completing ssa 1724

Step 3: Click the Done button to save your file. Now it is available for upload to your electronic device.

Step 4: To prevent yourself from any kind of concerns in the long run, you should get around two or three duplicates of the form.

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