Not affiliated with the US Social Security Administration

When Application Must Be Filed

Excerpted from "Social Security Handbook". See the up-to-date, official Social Security Handbook at ssa.gov.

433. When Application Must Be Filed

433.1 When must you file the application for the lump-sum?

You must file the application for the lump-sum death payment within the two-year period ending with the second anniversary of the insured person's death. The filing period may be extended under certain conditions as explained in §§1517-1519.

433.2 Who must file an application for the lump-sum payment?

You must file an application for the lump-sum death payment if:

  1. You are not entitled to wife's or husband's benefits on the deceased person's Social Security record for the month just before the month in which the insured person died; or

  2. You are a child.

    Note: If more than one child is entitled to the lump-sum, each child must apply to receive his or her share of the payment.

433.3 When do you NOT need to file an application for the lump-sum?

You do not need to file an application for the lump-sum as a widow(er) if you were entitled to wife's or husband's benefits on the deceased person's Social Security record for the month just before the month in which the insured person died.

Last Revised: March, 2001


Sponsored Links

Recent Content

What Social Security May Look Like in 2035

Interesting article which looks at how Social Security may fare in the year 2035.

Highlights :

* The worker-to-beneficiary ratio will drop from 2018's 2.8 to 2.2-to-1.

* Workers will have to wait longer to receive "full" benefits

* Social Security's "trust fund" will be exhausted

* Substantial benefit cuts may be needed

* Payroll taxes will be critical to pay for benefits

* Social Security benefits will continue to decline due to inflation

Four Factors that Determine Your Social Security Retirement Benefit

Your Social Security retirement benefit largely depends on the following four factors :

* Your work history => Longer yields a higher benefit

* Your earnings history => Higher earnings yields higher benefit (at decreasing rate)

* Your birth year => Born earlier means higher relative benefit

* Your claiming age => Starting benefits later means higher benefit


Sponsored Links


Sponsored Links

Not affiliated with the US Social Security Administration