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Over/Under Payment

An "Overpayment" results when SSA sends you more money in a given period than you were supposed to receive. An "Underpayment" results when SSA sends you less than you were supposed to receive.

If you receive a notice of an overpayment, you have the right to appeal or request a waiver if you believe you were not at fault in causing the overpayment. (You can cause an overpayment by not correctly reporting a change in your earnings or living situation. Go to "SSA Reporting Requirements" for a list of the kinds of information you should always report to SSA.)

If you received an overpayment in the past, then SSA may be deducting some amount each month from your SSI or SSDI (Title II) check in order to pay SSA back for the overpayment. In some cases, SSA may be adding to your SSI or SSDI check because of a past underpayment.

If you think that your check is being decreased or increased because of a previous overpayment or underpayment, but do not know the amount, contact your SSA Claims Representative.

NOTE: On July 18, 2005, SSA issued Final Rules amending the SSI regulations by making technical revisions to rules on income and resources based on the Social Security Protection Act (SSPA) of 2004 and several other statutory changes. These revisions, among other things, clarify that certain types of income are excluded when determining SSI income and resources. Any unspent portion of retroactive Title II and Title XVI benefits is excluded from resources for a time period of 9 months.
For more information see:
http://www.ssa.gov/regulations/articles/rin0960_ae79f.htm

More Information

See the following topics for more information:

· Receiving SSI During Previous SSDI Overpayment

· Receiving SSI During Previous SSDI Underpayment

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