If you've received a notice of overpayment from the Social Security Administration, there are some specific steps that you need to take today.
For those who depend on Social Security payments, receiving a Notice of Overpayment is no fun. These notification letters will often show up after a change in income or family status and generally allege that the Social Security Administration has paid you too much money. This leaves many shaken who count on this income to buy their groceries or some other necessity.
IF YOU’VE RECEIVED ONE OF THESE LETTERS, THERE is a process to follow. Unless otherwise stated, you have three options. ONE - Pay the overpayment within 30 days AND TWO Appeal their determination within 60 days AND THREE Request a waiver
The option you choose depends on your circumstances. Personally, I’ve seen too many bad calculations by the Social Security Administration to ever recommend just repaying the amount requested. In my opinion, an appeal should always be the first step.
The first part of the appeal is to forget about the 60 day window. You should file your appeal within 30 days. Why? For those requesting an appeal within 30 days, the overpayment will not have to be recovered until after the case is reviewed. If you wait the full 60 days, it’s likely the Social Security overpayment recovery process will have already started. This means that the Social Security benefit will be reduced, or worse, eliminated until the overpayment is collected.
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📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media Properties) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.
⭐⚠️⭐Please read this⭐⚠️⭐
⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇
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