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Flowchart of cross-program recovery steps

Cross-Program Recovery: When Will It Begin? § 404.545

Leave a Comment / Overpayments / May 8, 2023

In this blog post, we’ll discuss the process and timeline of cross-program recovery from current monthly benefits as outlined in § 404.545. Cross-program recovery is a method used by the Social Security Administration to collect overpayment balances from beneficiaries receiving Title VIII or Title XVI benefits. Key Points: 30-Day Grace Period: The cross-program recovery process will …

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Diagram explaining Title II overpayment recovery

Recovering Title II Overpayment from Title VIII and Title XVI Benefits, § 404.535

Leave a Comment / Overpayments / May 8, 2023

This blog post explains the Social Security Administration’s (SSA) guidelines for withholding amounts from your title VIII and title XVI benefits in order to recover a title II overpayment. Here, we’ll break down the regulations set forth in § 404.535 to help you understand the process and your rights during this recovery. Withholding from Past-Due Benefits: …

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Title II Overpayment Recovery Process

Additional Methods for Recovery of Title II Benefit Overpayments, § 404.527

Leave a Comment / Overpayments / May 6, 2023

The Social Security Administration (SSA) is responsible for administering Title II benefits under the Social Security Act. Occasionally, individuals may receive overpayments, which the SSA then attempts to recover using various methods. This blog post aims to explain the additional methods for recovery of Title II benefit overpayments outlined in § 404.527, and the conditions under …

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US Tax Code book open to section 404.526

Are you curious about what happens if your tax refund isn’t enough to cover an overpayment? § 404.526

Leave a Comment / Overpayments / May 6, 2023

Look no further than section 404.526 of the United States Code, which addresses this very situation. According to this section, if your tax refund for a particular year isn’t enough to completely recover an overpayment, the case will remain with the Department of the Treasury for offset. This means that the government can use any …

Are you curious about what happens if your tax refund isn’t enough to cover an overpayment? § 404.526 Read More »

Flowchart of SSA's overpayment and waiver request process.

SSA’s Process for Overpayment Findings and Waiver Requests, § 404.523

Leave a Comment / Overpayments / May 6, 2023

The Social Security Administration (SSA) has a specific process in place to handle situations involving overpayment and waiver requests. This article breaks down the key aspects of the process, as outlined in §404.523, to provide a clear understanding of how the SSA makes its determinations and what to expect if you’re dealing with an overpayment …

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Flowchart illustrating the SSA overpayment review process.

Navigating the SSA Overpayment Review Process: Know Your Rights and Responsibilities, § 404.522

Leave a Comment / Overpayments / May 6, 2023

Social Security overpayments can happen for various reasons, and it is essential to understand your rights and responsibilities when it comes to disputing or resolving these overpayments. In this blog post, we will discuss the review process within the Social Security Administration (SSA) for overpayments that are past due and legally enforceable, as stated in …

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Tax Refund Offset Process Chart

Referral of Overpayments to the Department of the Treasury for Tax Refund Offset, § 404.520

Leave a Comment / Overpayments / May 6, 2023

When it comes to managing taxes and dealing with overpayments, the Social Security Administration (SSA) collaborates with the Department of the Treasury to offset income tax refunds owed to taxpayers who have outstanding overpayments. This blog post aims to explain the standards and procedures involved in this process, as outlined in § 404.520 through 404.526, and …

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Overpayment collection and compromise infographic.

Overpayment Collection and Compromise Rules, § 404.515

Leave a Comment / Overpayments / May 6, 2023

In this blog post, we will discuss the rules and regulations related to the collection and compromise of claims for overpayment as stated under § 404.515. These rules are applicable to overpayments under title II or title XVIII of the Act, and are subject to specific conditions and exceptions. General Effect of the Debt Collection Improvement …

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Social Security overpayment waiver rules

Waiving Adjustment or Recovery of Overpayments: Understanding the Rules, § 404.512

Leave a Comment / Overpayments / May 6, 2023

When an individual receives more Social Security benefits than they are eligible for, the Social Security Administration (SSA) may seek to adjust or recover the overpayment. However, there are certain circumstances where the SSA may waive the adjustment or recovery, as it would be deemed against equity and good conscience or would defeat the purpose …

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Social Security documents with a magnifying glass.

Fault in Deduction Overpayment Cases: Key Points to Keep in Mind, § 404.511

Leave a Comment / Overpayments / May 6, 2023

In the realm of Social Security benefits, it is crucial for beneficiaries to understand their obligations and exercise a high degree of care to prevent deduction overpayments. This blog post will shed light on § 404.511, which outlines when an individual is considered “at fault” in a deduction overpayment situation and the implications of being found …

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