SI SF01210.525 Overpayments and Underpayments

A. General

Follow the regular policy of netting excess payments against additional amounts due.

In cases where overpayments caused by income are on the SSR, recompute the overpayment using BCI. This may reduce or eliminate the overpayment.

B. Determining Whether an Overpayment or Underpayment Exists

For cases in which a manual computation is required, you may use Form D, “Livermore Overpayment/Underpayment Computation” (see D below), to determine whether an overpayment or underpayment exists. Compare the Federal and State optional supplementation payments that are due to the amounts already paid to determine if a net overpayment or underpayment results.

FORM D
Livermore Overpayment/Underpayment Computation

Name: _______________________________________ SSN: ____________________

Eligible Spouse Name: __________________________ SSN: ____________________

Mo/Yr

Due Fed

Due State

Paid Fed

Paid State

UP Fed

UP State

OP Fed

OP State

         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0501210525SF
SI SF01210.525 - Overpayments and Underpayments - 01/29/2018
Batch run: 01/29/2018
Rev:01/29/2018