TN 84 (09-26)

GN 02201.023 Program Service Center (PSC) Actions Title II Overpayment Waiver Request

An overpaid beneficiary may send a request for waiver directly to the PSC. When this happens, process the request using these instructions.

A. Stopping overpayment recovery

Stop recovery using these instructions:

  • When an individual requests a waiver, stop recovery the month that we receive Form SSA-632, Request for Waiver of Overpayment Recovery.

  • Input the initial waiver protest reason using the Protest/Stop Recovery Request (PC) (DRPR) screen in the Debt Management System (DMS), refer to MS DMS 006.003.

  • Annotate DMS remarks to document your actions.

NOTE: 

To determine if an individual must submit the SSA-632 form to request a waiver, refer to GN 02250.001C.

B. Overpayment amount is $2,000 or less

If the original overpayment amount is $2,000 or less, determine if you can approve the waiver request by following the instructions in GN 02250.350.

If the overpayment is solely due to dollar down rounding, waive the overpayment following the instructions in GN 02201.013. Annotate DMS Remarks to document your actions.

C. Overpayment amount is over $2,000

If the overpayment amount is over $2,000, take these actions:

  • Fax a copy of the SSA-632 form into the Non-Disability Repository for Evidentiary Documents (NDRed) using the Evidence Portal.

  • Forward the request to the Field Office (FO) for processing.

  • Annotate DMS Remarks to document your actions.

D. Individual requests waiver and reconsideration

If an individual requests a waiver and reconsideration, take these actions:

  • Stop recovery (if applicable) using the Protest/Stop Recovery Request (PC) (DRPR) screen in DMS using #5, Waiver and Recon Fact/Amount, as the protest reason.

  • Fax a copy of the request for reconsideration and the SSA-632 form into the Evidence Portal (EP).

  • Before forwarding the waiver request to the FO, make a formal determination or dismissal of the reconsideration following the instructions in GN 02250.002.

  • Annotate DMS remarks to document your actions.

E. Form SSA-3105 received with no indication what beneficiary wants

If the overpaid beneficiary returns the SSA-3105, Important Information About Your Appeal, Waiver Rights, and Repayment Options, with no indication of what they want to do about the overpayment, follow the instructions in GN 02201.010B.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0202201023
GN 02201.023 - Program Service Center (PSC) Actions Title II Overpayment Waiver Request - 09/02/2026
Batch run: 09/02/2026
Rev:09/02/2026