Procedures for Handling Social Security Disability Cases Involving Overpayments, Whitman-Walker Health

Guides (Legal or Medical)

This guide describes the relevant law, procedures, and timelines for handling a Social Security case involving an alleged overpayment made to a client. Beneficiaries must repay the overpayment to the SSA unless they qualify for a waiver or successfully challenge the overpayment by filing a Request for Reconsideration. Because overpayments can continue for many months and amount to thousands of dollars before the SSA determines there has been an overpayment, repayment can be overwhelming for a beneficiary. This resource outlines the process involved in assisting a client with an overpayment and filing a waiver and Request for Reconsideration, and provides practitioners' tips for effectively and efficiently managing the clients' needs and communicating with the SSA.