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Social security administration overpayment appeal for waiver

Initial Review of Overpayment Notice

  • Check the name, Social Security number, and dates for accuracy
  • Ensure all calculations are correct
  • Confirm the type of benefits being overpaid
  • Check the total amount owed
  • Understand why the overpayment occurred (e.g. change in income, employment, etc.)
  • Look for any errors in the calculation
  • Note the date of the overpayment notice
  • Calculate the deadline for filing an appeal (usually within 60 days)
  • Consider any extenuating circumstances for possible deadline extension

Gather Supporting Documentation

Submit Appeal for Waiver

Follow Up

Final Decision

Review and Adjust

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