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Repaying Overpayments From Social Security

Last week on Regional Radio, we highlighted options for anyone on Social Security who may have received an overpayment from the agency.


It doesn't happen often but Jack Myers at Social Security says there are options for those who do and there's a reason for some of the changes made that were highlighted last week. Among those include Social Security reframing guidance and procedures so that the burden of proof shifts away from the claimant in determining whether there is any evidence that the claimant was at fault in causing the overpayment. 



Reporting responsibilities vary depending on the type of benefit you receive. Myers points to circumstances like supplemental Security Income (SSI) is a needs-based benefit - therefore any change to your income, resources, or living arrangement could affect eligibility and should be reported to Social Security. Additionally, Social Security benefits that are based on disability have a monthly earned income limit. 



Myers adds receipt of a pension based on work that was not taxed by Social Security will most likely impact your Social Security benefit and should be reported.



There is a lot to consider on this topic but again, Myers points anyone wanting more specific questions answered to contact your local Social Security office and speak directly to a representative. Or visit the 'Overpayment Fact Sheet' available in the publications section of www.ssa.gov.

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