When it is known that a representative is involved in an offset case, the FO should
maintain control of the case until the fee amount is determined and the title II income
adjusted. The FO may learn of the authorized fee at any of several points in the effectuation
of the claim. Note that there can be no adjustment of the Title II income until after
the amount of the fee is determined.
NOTE: SI 02006.200A.4 refers solely to adjusting title II income by the amount of the authorized representative
fee. You can complete the windfall offset computation without knowing the fee amount.
See MSOM BUSSR 003.014 G for instructions on computing windfall offset in this situation.
When the title II retroactive benefits are less than the total of the offset amount
and the 25% withheld for the fee, neither the PC nor the FO can finalize any offset
computation until they learn the fee amount.