Audience:

DO/BO/TSC:

CR, CR TII, CR TXVI, DRT, FR, OA, OS, RR, SR

OCO-ODO-IND:

BA, CA, EHI, ISTA, LCC, LSC, RCOVTA, RECONR, RECOVR

OCO-ODO-SHARE:

CCE, IS, RC

OCO-OIO:

BA, CATA, EIE, FCR, RECONE, RECOVR

PSC:

BA, CCRE, CRTA, CS, DCR, DS, IES, ILPDS, IPDS, LDCR, PETE, RECONR

TN 16 (04-90)

Citations:

Section 204(a) of the Social Security Act

Policy

1. How Adjustment is Accomplished

The adjustment of benefits to recover an overpayment is accomplished by withholding benefits payable to:

• The overpaid individual, including a representative payee who received an overpayment on behalf of a beneficiary on any earnings record (GN 02205.001, GN 02205.005 and GN 02205.007);

• The representative payee who misused funds (GN 00604.061); or

• Any other person receiving benefits on the same earnings record on which the overpayment occurred.

2. What is Withheld

The following payment or benefits are withheld:

• Current and prospective monthly benefits.

• An underpayment.

• A lump-sum death payment (LSDP).

• Any misused funds to be reissued to an overpaid individual.