If the CA (or equivalent) in the Payment Center (PC) authorizes the payment, they
will instruct the BA to pay the underpayment on form SSA-559, Transmittal Slip for
Claims Folder.
If the Field Office (FO) can determine the fact and amount of an underpayment and
the proper recipient(s), they will authorize payment and instruct the BA to pay the
underpayment on form SSA-409, Post-adjudicative Routing Form. The FO will fax the
completed SSA-409 into the Paperless system under TOEL combination STATUS DEATHUP.
For more information on component responsibilities for payment of a Title II underpayment
due a deceased beneficiary, see GN 02301.070.
This chart describes the instructions the CA (or equivalent) sends to the BA for payment
of a Title II underpayment due to a deceased beneficiary:
IF
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THEN on form SSA-559 or SSA-409
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there is one underpayment recipient
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Instruct the BA to pay the underpayment and provide the:
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-
-
•
recipient’s routing transit number (RTN) and depositor account number (DAN) for direct
deposit, if available; and
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basis of payment- recipient’s name along with “on account of” (O/A/O), the name of
the deceased beneficiary and “DEC'D."
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there is more than one underpayment recipient (same category)
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Instruct the BA to divide the underpayment equally and pay the underpayment and provide
the:
-
-
-
•
recipients’ RTN and DAN for direct deposit, if available; and
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•
basis of payment- recipients’ names along with O/A/O, the name of the deceased beneficiary
and “DEC’D."
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the underpayment recipient is an estate
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Instruct the BA to pay the underpayment and provide the:
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name of estate administrator;
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designation (as shown in court order);
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address of estate administrator;
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RTN and DAN for direct deposit, if available; and
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basis of payment-FOR THE ESTATE OF (name of deceased)
Reference: SM 00805.040B.1.b
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