Effective Dates: 06/23/2023 - Present Previous | Next

TN 43 (06-23)

NL 00725.490 “WFO” UTIs – Windfall Offset

WFO002 Benefits Withheld Pending SSI Offset Computation – Attorney Involved

We are holding  (1)  Social Security benefits for  (2)   (3)   (4)  . We may have to reduce these benefits if  (5)  received Supplemental Income [SSI] for this period. We will not reduce  (6)  past-due benefits if  (7)  did not get SSI benefits for those months.

However, we will withhold part of any past-due benefits to pay  (8)   (9)  . Later in this letter, we will tell you more about the money we are withholding to pay  (10)   (11)  . When we decide how much  (12)  due for this period, we will send you another letter.

Fill-ins:
(1) Mr. plus FN possessive/Ms. plus FN possessive/null plus BGN possessive/null plus FN possessive/“your”
(2) Month and year in format “December 1992”
(3) NULL/“and”/”through”
(4) Month and year in format “January 1992”/NULL
(5) “he”/“she”/“you”
(6) “his”/“her”/“your”
(7) “he”/“she”/“you”
(8) “his”/“her”/“your”
(9) “lawyer”/ “representative”
(10) “his”/ “her”/“your”
(11) “lawyer”/“representative”
(12) “he is”/ “she is”/ “you are”

WFO003 Benefits Withheld Pending SSI Offset – No Attorney/Representative Ineligible For or Waived Direct Payment (Beginning with Release 3.5.4, WFO003 Replaces WFO001)

(Requested if the legal representative is ineligible for or waived direct payment)

We are withholding  (1)  Social Security benefits for  (2)   (3)   (4)  . We may have to reduce these benefits if  (5)  received Supplemental Security Income [SSI] for this period. When we decide whether or not we will have to reduce  (6)  Social Security benefits, we will send  (7)  another letter. We will pay  (8)  any Social Security benefits  (9)  due for this period.

Fill-ins:
(1) “his”/“her”/“your”
(2) Show date in format “January 2012”
(3) null/“and”/“through”
(4) Show date in the format “January 2012”/null/Show date=COM-1 in the format “January 2012”
(5) “he”/“she”/ “you”
(6) “his”/“her”/ “your”
(7) “him”/“her”/ “you”
(8) “him”/ “her”/ “you”
(9) “he is”/“she is”/ “you are”
To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900725490
NL 00725.490 - “WFO” UTIs – Windfall Offset - 06/23/2023
Batch run: 06/23/2023
Rev:06/23/2023