Old Age and Survivor's Insurance

Overpayments and Underpayments

Table of Contents

SSR 64-2: Sections 202(a) and 204(b). — Finality of Decision — Reopening for Fraud or Similar Fault — Recovery of Erroneous Payments

SSR 64-7: Section 204(a) and (b). — Overpayments — Liability Where There Is a Representative Payee — Waiver of Adjustment or Recovery

SSR 65-24c: Sections 204(a) and (b). — Overpayment — Recovery or Adjustment — "Defeat the Purpose of Title II" — "Against Equity and Good Conscience"

SSR 68-7c: Section 204(b).—Overpayments—Waiver of Recovery or Adjustment (Rescinded)

SSR 68-31: Sections 204(a) and 204(d). — Underpayment — Good Acquittance for Payment to Canadian Administrator of Indian Estates as Legal Representative

SSR 68-72: Section 204(d)(7). — Underpayment — Payment to Distributee of Decedents Estate as Legal Representative

SSR 70-3: Sections 204 and 216. — Underpayment — Priority of Payment to Stepchildren of Decedent

SSR 70-4: Section 204(d)(7). — Underpayment — Payment to Residuary Legatee of Deceased Beneficiary's State as "Legal Representative"

SSR 70-9: Section 204(d)(7). — Underpayment — Status of County Welfare Agency under Indiana's Small Estate Statute

SSR 70-30: Section 204(d)(7). — Underpayment — Legal Representative — Order Granted under "Small Estate" Statute of State Other Than State of Domicile of Decedent at Time of Death

SSR 70-54: Section 204(a). — Overpayment — Adjustment or Recovery — Limited to Benefits Payable on Record of Deceased Overpaid Individual or from His Estate

SSR 72-28c: Sections 204(a) and (b) — (42 U.S.C. 404(a) and (b)). — Disability Insurance Benefits — Recovery of Overpayment — Failure to Report Work Activity as Constituting Fault

SSR 73-4c: Sections 204(a) and (b); 224(a)—(42 U.S.C. 404(a) and (b); 424(a)).—Overpayment Resulting from Simultaneous Entitlement to More Than One Benefit—Determination of Fault— Recovery (Rescinded)

SSR 73-5c: Section 204(b)—(42 U.S.C. 404(b))—Overpayment— Disabled Child Beneficiary—Failure to Report Marriage (Rescinded)

SSR 75-20: Sections 204 and 205(a) (42 U.S.C. 404 and 405(a)) — Reopening of Determination — Error on the Face of the Evidence

SSR 79-30c: Section 204(a) and (b) (42 U.S.C. 404(a) and (b)) Recovery of Overpayment — Prerecoupment Oral Hearings

SSR 81-19a: Sections 204(a) and (b) (42 U.S.C. 404(a) and (b)) Determining Overpayment Amount — Waiver of Adjustment or Recovery

SSR 83-3a: Sections 204(a) and (b) (42 U.S.C. 404(a) and (b)) Overpayment — Recovery or Adjustment — Defeat the Purpose of Title II — Against Equity and Good Conscience

SSR 84-9a: Sections 204(a) and (b) (42 U.S.C. 404(a) and (b)) Overpayment — Without Fault — Waiver of Recovery and Adjustment

SSR 85-9c: Sections 204 and 207 (42 U.S.C. 404 and 407) Recovery of Erroneous Payments Made After Death — Inapplicability of Waiver Provisions

SSR 85-25a: Sections 204(a)(1) and (b) (42 U.S.C. 404(a)(1) and (b)) Overpayment — Liability of Auxiliary Beneficiaries — Waiver of Recovery and Adjustment

SSR 86-2: Section 204(a)(1) of the Social Security Act (42 U.S.C. 404(a)(1)) Overpayments — Liability of a Legatee of an Estate

SSR 86-19: Section 204(a) of the Social Security Act (42 U.S.C. 404(a)) Overpayment — Determination of Liability — Recovery

SSR 87-4: Title II; Refunds of Overpayments Made in Foreign Currencies

SSR 87-8: Section 204(a)(1) (42 U.S.C. 404((a)(1)) Overpayments — Liability of a Legatee of an Estate

SSR 87-15c: Sections 204(a) and (b) of the Social Security Act (42 U.S.C. 404(a) and (b)) Overpayment — Without Fault — Waiver of Recovery and Adjustment

SSR 87-16c: Sections 204(a) and (b) of the Social Security Act (42 U.S.C. 404(a) and (b)) Overpayment — Recovery or Adjustment — Defeat the Purpose of Title II — Against Equity and Good Conscience

SSR 88-6c: Sections 204(a) and (b) of the Social Security Act (42 U.S.C. 404(a) and (b)) Overpayment — Without Fault — Waiver of Recovery and Adjustment

SSR 92-7c: Sections 202(a), 204(a), 204(a)(1), 204(a)(1)(A) and (B), 204(b), 205(a), 1611(c)(1), 1631(b)(1)(A) and (B) of the Social Security Act (42 U.S.C. 402(a), 404(a), 404(a)(1), 404(a)(1)(A) and (B), 404(b), 1382(c)(1), 1383(b)(1)(A) and (B)) Overpayments and Underpayments — Payment Errors Calculated (Netted) from the First Payment Error to the Month the Initial Determination of Overpayment or Underpayment Is Made

SSR 94-4p: Policy Interpretation Ruling: Title II of the Social Security Act and Title IV of the Federal Mine Safety and Health Act of 1977: Waiver of Recovery of Overpayments — Notice of Appeal and Waiver Rights — Right to a Pre-Recoupment Oral Hearing Before Waiver Can Be Denied (Rescinded Feb. 11, 2008)

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