On the DMS Remarks Index (RMKI) screen, select 5=OTHER and title the remark "Initial
Waiver Determination." For additional information about DMS, complete the Process
Personal Conference (DRPC) screen in the DMS after you have conducted the personal
conference and prepared your decision, refer to MS 01106.009.
You must annotate the initiate waiver determination (approval, partial approval or
denial) on the Debt Management System (DMS) Remarks (RMKS) screen,by stating “Refer
to the SSA-635 dated mm/dd/yyyy documenting the waiver determination in the Evidence
Portal (EP), name and title of deciding or reviewing official, office code and date
of the decision.” For more information on EP, refer to MS 09701.001.
If you are denying a Title II waiver that we completely recovered, request the payment
center (PC) repost the overpayment to the Recovery of Overpayments Accounting and
Reporting (ROAR) system. Document DMS Remarks. Explain that once you deny the waiver
request, we will ask the PC to take another action to correct the balance of the new
overpayment to $0 after posting the waiver denial. Once reposted, enter the waiver
request and denial.
Prepare and send the waiver determination notice using the DPS. You must complete
all Title II waiver determination notices manually.
NOTE: The decision-maker must complete the Waiver Disposition (DRWD) screen for the corresponding
overpayment event to complete the DRPC screen. The decision-maker cannot complete
the DRPC screen if they also completed the DRWD screen. For instruction on completing
these screens, refer to MS 01106.000, MS 01106.004, and MS 01106.009.
Fax any new documents, including the SSA-635, into the Non-Disability Repository for
Evidentiary Documents (NDRed) using the Evidence Portal (EP).