Understanding Social Security: Case Studies for Funeral Directors

Overview

When death occurs, family members often ask funeral directors for guidance on applying for Social Security survivor benefits and notifying the Social Security Administration about the death. This course provides an overview of Social Security basics and benefits so that funeral professionals can assist clients—surviving spouses, children, and relatives—through difficult transitions. It includes an introduction to Social Security survivor benefits and case studies applying this information to real-life scenarios. 

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Learning Objectives

  • Understand how Social Security retirement benefits affect the amount of survivor benefit payable
  • Describe the eligibility rules that surviving spouses, dependent children, dependent parents, and divorced spouses must meet to receive survivor benefits
  • Recognize how continued work and remarriage impact a surviving spouse's survivor benefit
  • Understand how a surviving spouse's survivor benefit can be coordinated with their own retirement benefit
  • Describe the types of survivor benefits payable when a deceased worker is not covered by Social Security


Designed For:

Funeral professionals at all levels of their career




Course Information

Adding additional credit may change exam requirements.