Retirement or Pension Payments Same As Ss?

[Speck]

Wrote a lady this afternoon that gets her pension money deposited on the first of every month. Just wondering if I can use the SS payment form for this or does it have to be SS payments?

 

[John Galt]

Wrote a lady this afternoon that gets her pension money deposited on the first of every month. Just wondering if I can use the SS payment form for this or does it have to be SS payments?

What state? It depends. also which carrier?

 

[Speck]

Louisiana....Family Benefit Life

 

[John Galt]

Louisiana....Family Benefit Life

I think I would just set up without ssb form, it would depend how much money they get at one time on the 1st. I think there are only a couple of months next year where 1st falls on weekend or holiday, so if they arent complete morons they wont drain the account, just my thoughts.