When a Title II payment after death is returned through Treasury, the information
is usually automatically posted to the Payment History Update System/Master Beneficiary
Record (PHUS/MBR). The following changes are shown on the beneficiary’s record:
-
•
EVENT 009 RET CHECK is posted to PHUS, showing the payment date, amount, and date
of return.
-
•
The BSPA on the MBR and PHUS is reduced by the amount of the payment.
When a returned payment recovers an incorrect payment, notify Treasury to abandon
reclamation if the FMS-133/135 is not received. For information on how to process
an EFT abandon reclamation request, see GN 02408.800.
Input an SSA-4208 to update the Accounts Receivable System (ARS) with the amount of
the refund.
When the returned payment does not automatically post, an exception is sent to the
PC. The PC makes a manual input to post the return. When the payment is not posted
promptly, it is possible for another reclamation request to be sent, causing a dual
recovery.