My SS# Requested to Claim Balance???
Almost 2 years ago, I executed a pre-needs agreement for my mother with a funeral home. A lump sum was paid to an insurance company per State law. My mother recently passed away and since the amount I paid to the insurance company exceeded the pre-needs agreement amount, I was told by the funeral home that I need to submit my social security number to obtain the refund. Why is my Social Security Number necessary? Does the insurance company plan to issue a 1099 Form to me?
If anyone has experience with this, please let me know.