For manual reclamation inputs, this exclusion is valid even when the spouse or parent is only
technically entitled on the record (in LAF-AD or LAF-SD on the MBR). (Due to systems
limitations, automated reclamations cannot take into account any situations in which the beneficiary is not being paid on the
same record. Therefore, the system may send an automated reclamation for these cases.)
The PSC sends an overpayment notice, with due process, to collect the incorrect payment(s)
from the spouse or parent joint-account holder who was entitled on the same Title
II record for the month before the month of death. The PSC inputs the overpayment
information into ROAR and the MBR BOUD field. If the spouse or parent does not return
the funds, the PC takes the money out of benefit payments to the spouse or parent.
NOTE: No DNE is sent to the FI when a beneficiary and spouse share the same bank account.
For more about DNE, see GN 02408.605.