1. Overpayments Effective Practices Kate Kingree, Program Manager, Employment Resources Inc. August 7, 2014

2. Why do Overpayments Matter?

3. It Affects your EN’s Payments UnderpaidOverpaid

4. When and how Overpayments occur? VS

5. SSDI: How Overpayments Happen

6. Work Reviews

7. Wage Reporting

8. Misunderstanding of work incentives VS ?? ?? ?? ??

9. System Problems/Inefficiencies

10. SSI: How Overpayments Happen

11. Wage Reporting

12. Misunderstanding of work

13. System Problems/Inefficiencies Don’t work together

14. Eligibility Requirements

15. What do we do when they occur?

16. Determine if the information is accurate

17. Is the consumer using work incentives?

18. Does the IRS earnings record accurately reflect their earning history?

19. If the overpayment truly exists…

20. Forms to file SSA Form 561- Request for Reconsideration SSA Form 632- Request for Waiver or Change in Repayment Rate

21. Prevention Steps

22. Work with a Benefits Specialist

23. Reporting

24. My SSA- check regularly

25. SSI Overpayment Prevention

26. Mobile Wage Reporting App

27. Earnings Estimates

28. SSDI Overpayment Prevention

29. All or Nothing

30. Be one step ahead of the system

31. Request the initiation of a work review the last month of the Trial Work Period

32. Regularly visit MY SSA to check status of payments

33. Questions?