TN 6 (09-02)

GN 00603.140 Social Security Benefit Funds Commingled with Other Funds Belonging to the Beneficiary

POLICY

Where the former payee reports commingling of Social Security benefits with other funds belonging to the beneficiary and is uncertain of the amount of Social Security benefits conserved, ask the former payee to estimate the amount of savings derived from Social Security benefits. Accept the estimate if it appears reasonable. If, however, the former payee is unable to make an estimate or if his/her estimate appears unreasonable, ask him/her to state the amount of any savings prior to receipt of Social Security benefits. Apportion the conserved funds on the basis of the amount of money received from each source.


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GN 00603.140 - Social Security Benefit Funds Commingled with Other Funds Belonging to the Beneficiary - 09/04/2002
Batch run: 01/27/2009
Rev:09/04/2002