If the personal conference is held in the 50 United States, the District of Columbia
or the Northern Mariana Islands, explain the change in overpayment amount to the requester
and amend the SSA-2032-BK to show the changed overpayment amount. Add a remark with
the revised overpayment amount noted and the requester’s statement that he/she has
been told of, and understands, the new information. Ask the requester to initial the
amendments to the SSA-2032-BK. Reopen and revise the overpayment determination (MSOM
BUSSR 004.007). Use DOCS to produce a notice of the revised overpayment information
and give it to the requester. If the new evidence showed a changed overpayment amount
but did not eliminate the overpayment, make and effectuate the waiver determination
as described in VB 02005.365.
If the conference is held in a FO in Guam, Puerto Rico, American Samoa or the U.S.
Virgin Islands, explain the change to the requester and amend the SSA-2032-BK to show
the changed overpayment amount. Add a remark with the revised overpayment amount noted
and the requester’s statement that he/she has been told of, and understands, the new
information. Ask the requester to read and initial the amendment to the SSA-2032-BK.
Use DOCS to produce a notice of the changed overpayment amount, and give it to the
requester. Return the folder to the CPS/FO with SVB jurisdiction with an SSA-5002
alerting personnel to the change.
The receiving office will reopen and revise the determination on the overpayment (MSOM
BUSSR 004.007). If the evidence showed a changed overpayment amount, but did not eliminate
it, make and effectuate the waiver determination as described in VB 02005.365.
IMPORTANT: In the event a requester living abroad opts to have a personal conference by telephone
after being offered a face-to-face conference, send the amended SSA-2032-BK and the
DOCS notice to the requester. Make and effectuate the waiver determination as instructed
above only after receiving the amended 632 back from the requester.