When a family member passes away and there is a need to claim the social security payments that the deceased person received, family members are often responsible for settling all the financial and legal issues of the deceased.
According to law, payments may be paid to the next of kin or to the legal representative of the person who died. The first step to receiving these payments is to fill out Form SSA-1724-F4.
pdfFiller helps you file forms and sign them online. You can share, print, or email your completed Form SSA-1724-F4. In this post, you can find all the required information about the Form and how to file it.
Table of contents
- Who needs form SSA-1724-F4?
- Form SSA-1724-F4 revision: what has changed?
- When do you need the Form SSA-1724-F4?
- What is the Social Security death benefit for 2022?
- When is Form SSA-1724-F4 due?
- How to file the SSA-1724-F4 form?
- Where to send Form SSA-1724-F4?
- How do I check the status of my Social Security claim 1724?
Who needs form SSA-1724-F4?
The IRS Form SSA-1724-F4 is used by the relatives of the deceased social security recipient or the legal representative of the estate. Among the immediate relatives allowed to receive these payments are the spouse, children, and parents of the deceased. The legal representative of the estate should have a letter of appointment if they decide to complete this form.
Form SSA-1724-F4 revision: what has changed?
The Social Security Administration uses the Form SSA-1724 to provide American citizens with different Social Security benefits. Form SSA-1724-F4 is also known as the Claim for Amounts Due in the Case of a Deceased Social Security Recipient. People should file this Form when a deceased relative was due to receive a payment from the Social Security Administration before their death.
To file the Form, the applicant needs to fill out their personal information, including their relationship to the deceased and more. It’s also required to complete the personal information of the deceased person such as their name, social security number, date of death, and state of residence, etc. Keep in mind that every party involved should sign Form SSA-1724-F4 before sending it to the Social Security Administration.
When do you need the Form SSA-1724-F4?
This form acts as a claim that allows the applicant to receive the social security payments of the deceased person. The Social Security Administration uses the information provided to determine if the applicant is eligible for social compensation. To send the Form, the claimant doesn’t need to attach other documents. However, if the legal representative of the estate completes the Form, they need to attach a letter of appointment.
What is the Social Security death benefit for 2023?
According to SSA, the formula used to compute the family maximum is similar to the formula used to compute the Primary Insurance Amount (PIA). The formula sums four separate percentages of portions of the worker’s PIA. For 2023 these portions are the first $1,425, the amount between $1,425 and $2,056, the amount between $2,056 and $2,682, and the amount over $2,682. These dollar amounts are the “bend points” of the family-maximum formula.
When is Form SSA-1724-F4 due?
Although it’s difficult, the relatives of the deceased person should fill out this form as soon as possible. The sooner the applicant completes the form, the sooner the Social Security Administration will be able to make their decision and transfer payment from the deceased to the applicant.
How to file the SSA-1724-F4 form?
Despite the Social Security Form 1724 being long, it’s quite simple to complete. The applicant needs to complete the information about the deceased person along with their personal information.
- Part 1. Information about the deceased (name of the deceased, date of death, SSN, state of residence)
- Part 2. Information about the applicant (name of the applicant, relationship to the deceased)
- Part 3. Information about the surviving widow(er) (name, address, Social Security Number)
- Part 4. Number of living children (including adopted and stepchildren, grandchildren, and step-grandchildren if their parents are disabled or deceased), their names, address, relationship to the deceased, SSN
- Part 6. Number of living parents and their personal information like names, address, SSN
- Part 7. Information about a legal representative of the estate (name, address)
- Part 8. Signatures and account information
The applicant should also sign the claim, date it, and provide a phone number and mailing address. Also, provide the account information, including the type of account and the routing number. If necessary, witnesses should sign and type their addresses in this form.
Watch the video below to get the detailed step-by-step instructions on how to fill out Form SSA-1724-F4:
Where to send Form SSA-1724-F4?
The completed Form SSA-1724-F4 should be sent to the applicant’s local Social Security Office.
You can fill out your Form SSA-1724-F4 online using pdfFiller. Fill out any form on any desktop or mobile device. Once the document is completed, it’s possible to share it in a few clicks. For example, send a PDF by email, text message, fax, USPS mail, or notarize it online — right from your account.
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How do I check the status of my Social Security claim 1724?
After you’ve submitted your Form SSA-1724-F4 to your local Social Security office, you can check its status by calling toll-free at 1-800-772-1213 Monday through Friday from 7 a.m. to 7 p.m. If you are deaf or hard of hearing, you may call our TTY number, 1-800-325-0778.
Originally published August 5, 2016, updated February 20, 2023