Preventing and Managing Overpayments: A Webinar for Social Security - - PowerPoint PPT Presentation

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Preventing and Managing Overpayments: A Webinar for Social Security - - PowerPoint PPT Presentation

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries Date: Wednesday, December 19, 2018 Time: 3 4:30 PM ET Produced at U.S. taxpayer expense. Accessing Todays Webinar (Slide 1 of 3) You can manage your

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Produced at U.S. taxpayer expense.

Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Date: Wednesday, December 19, 2018 Time: 3 ‒ 4:30 PM ET

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Accessing Today’s Webinar (Slide 1 of 3)

You can manage your audio using the audio option at the top

  • f your screen (it will look like a microphone or telephone icon).

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Accessing Today’s Webinar (Slide 2 of 3)

All attendees will be muted, and we encourage you to attend by choosing “listen only” from the audio menu. This will enable the sound to be broadcast through your computer, so please make sure your speakers are turned on or your headphones are plugged in.

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Accessing Today’s Webinar (Slide 3 of 3)

If you do not have sound capabilities on your computer or prefer to listen by phone, dial: Toll-Free Number: 800-832-0736 Access Code: 4189148#

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Webinar Accessibility

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Adobe Connect Accessibility User Guide

Should you need assistance navigating Adobe Connect, the link below directs you to an Accessibility User Guide complete with a list of controls. www.connectusers.com/tutorials/2008/11/meeting_accessibility/

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Captioning

  • Real-time captioning is provided during this webinar
  • The captions can be found in the Captioning pod, which

appears below the slides

  • You can also access captioning online:

http://bit.ly/captions-december2018

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Questions and Answers (Q&A)

  • For Q&A: Please use the Q&A pod to submit any questions

you have during the webinar, and we will direct the questions accordingly during the Q&A portion

  • If you are listening by phone and not logged in to the

webinar, you may also ask questions by emailing questions to: webinars@choosework.ssa.gov

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Webinar Online Resources

  • Please use the Web Links pod to direct you to the

resources presented during today’s webinar

  • If you are listening by phone and not logged in to the

webinar, you may email webinars@choosework.ssa.gov for a list of available resources

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Archived Events

Please note: This webinar is being recorded, and the archive will be available within two weeks on the Choose Work website at http://bit.ly/WISEarchives.

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Technical Assistance

If you experience any technical difficulties during the webinar, please use the Q&A pod to send a message, or you may email webinars@choosework.ssa.gov.

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Presenters

Welcome and Introductions Moderator: Stacey Plizga, Ticket Program Moderator Presenter: Djuna Mitchell, Social Security Kimberly Bolton, Social Security Connie DaValt, Social Security

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Welcome!

Thank you for joining us! Today, we’ll discuss and answer questions related to:

  • Social Security disability benefits
  • Employment supports and services from Social Security's

Ticket to Work program

  • What overpayments are
  • Preventing and managing overpayments

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Social Security Disability Benefits

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Social Security Disability Benefit Programs

Social Security Disability Insurance (SSDI) Supplemental Security Income (SSI)

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What Are Overpayments?

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

What Is an Overpayment?

  • An overpayment is when you receive a higher cash

payment from Social Security than what you were owed for that month

  • The overpayment amount is the difference between the cash

payment you received and the amount you were due

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Overpayments and Social Security Disability Benefits

  • SSDI/SSI benefits are paid to you and sometimes

certain members of your family

  • If you are overpaid SSDI/SSI benefits because of your work

activity, it’s also possible for your family members to be

  • verpaid
  • To help avoid overpayments, make sure you report when

you start and stop working and if you change your hours

  • r rate of pay

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

What Can Cause an Overpayment?

Work can cause an overpayment when:

  • Your earnings are more than you estimated

when you reported your work to Social Security

  • You do not report your work, and Social

Security later discovers that you worked

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

What Else Can Cause an Overpayment?

Other things that can cause an overpayment include:

  • Changes in living situation
  • Changes in marital status
  • More resources than the allowable limit (SSI only)
  • No longer disabled according to Social Security’s

standards and continue to receive benefits

  • Benefits incorrectly calculated because of

inaccurate or incomplete information

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Preventing an Overpayment

  • Reporting your wages to Social Security

every month helps you avoid being

  • verpaid
  • Unreported wages are one of the

leading causes of SSI overpayments

  • Communicate any changes in address,

marital status, resources, or employment to Social Security

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Reporting Work and Wages

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When Do I Report My Work and Wages?

You should report your wages within the first 6 days of the calendar month for the income you earned the previous calendar

  • month. If you are overpaid, you are responsible for paying back

the overpaid amount to Social Security

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Who Can Report Work and Wages?

  • The beneficiary (if not a child)
  • The beneficiary’s representative payee
  • The living-with spouse of the beneficiary
  • The mother or father of a beneficiary

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How Do I Report My Work and Wages? (Slide 1 of 6)

There are several ways you can report your work and wages:

  • my Social Security Account
  • Your local Social Security Field Office
  • SSI Mobile App
  • By telephone

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How Do I Report My Work and Wages? (Slide 2 of 6)

  • my Social Security Account: You can create a free my

Social Security account to use the online wage reporting tool, whether you receive SSDI, SSI or both

– Visit ssa.gov/myaccount to sign up! – my Social Security is the preferred tool to manage your benefits

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How Do I Report My Work and Wages? (Slide 3 of 6)

  • my Social Security allows you to:

– Obtain personalized estimates

  • f future benefits based on your

real earnings – See your latest Statement – Review your earnings history – Request a replacement Social Security Card – Check the status of an application

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How Do I Report My Work and Wages? (Slide 4 of 6)

  • Your local Social Security

field office: You can bring copies of your pay stubs to your local field office or mail them to the office.

– If you mail in your pay stubs, you may decide to use certified mail, which does have a cost but creates a record of your activity

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How Do I Report My Work and Wages? (Slide 5 of 6)

  • Mobile App: If you receive SSI, you can download the SSI

Wage Reporting app onto your smartphone, which allows you to easily report your wages

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How Do I Report My Work and Wages? (Slide 6 of 6)

  • Telephone: Social Security representatives are available to

talk about your wage reports from 7 a.m. to 7 p.m. ET toll- free at 1-800-772-1213 or 1-800-325-0778 (TTY)

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What Happens if You are Overpaid?

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

What Will Social Security Do If There Is an Overpayment?

  • Social Security will send you a Notice of Overpayment

explaining the overpayment and asking for a full repayment within 30 days

  • If you are receiving SSDI payments, Social Security will

withhold the full amount of your benefit each month, unless you request a lesser withholding amount

  • If you are receiving SSI, Social Security will withhold 10% of

the federal benefit rate each month to recover the

  • verpayment

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What Will Social Security Do If There is an Overpayment? (Continued)

If you are currently getting payments and you do not make a full refund, the notice will:

  • State the month the proposed withholding will start
  • Fully explain your appeal rights
  • Explain how you can ask to have the overpayment reviewed and

waived, so you may not have to pay it back

  • Explain how you can appeal the decision

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Managing an Overpayment – Appeal

An Appeal – Immediately contact Social Security to begin:

  • If you believe you were not overpaid or that the amount you

were overpaid is different than the one stated in the letter, you may request an appeal

  • If you ask for an appeal, Social Security will not start collecting

the amount that they believe is overpaid until they make a decision on the appeal

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Managing an Overpayment – Waiver

A Waiver – Immediately contact Social Security to begin:

  • If you believe you may have been overpaid, but you did nothing

to cause the overpayment and you cannot afford to repay it, you can ask for a waiver

  • Social Security may request more information to make a

determination

  • Social Security will not begin to collect the overpayment until

a decision is complete

  • If the overpayment is waived, no one is required to repay it; it

is forgiven

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Managing an Overpayment – Repayment Agreement

A Repayment Agreement – Immediately contact Social Security to begin:

  • Social Security will automatically start withholding money from

current payments, but you could ask for a repayment amount that is more affordable for you

  • Social Security may ask for more information to approve

your repayment amount

  • Even if payments have stopped, Social Security can withhold

federal money, like tax refunds, if the amount is not being repaid

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Questions About an Overpayment

If you have questions about an overpayment:

  • Call Social Security’s national toll-free number at 1-800-772-
  • 1213. Representatives will answer your questions or they can

help you schedule an appointment with your local Social Security Office, or

  • Visit secure.ssa.gov/ICON/main.jsp to find your local

Social Security office and schedule an appointment

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Avoiding Being Overpaid

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Report Wages and Keep Records

To help avoid being overpaid, you should:

  • Report wages on time (first 6 days of the month based on

previous month)

  • Keep your original pay stubs and your Social Security receipts in

a safe place

  • Keep all official notices from Social Security about your benefits

and changes in monthly benefit amounts in a safe place so you can find them if you need them

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Stay in Touch with Social Security

To help avoid being overpaid, make sure you report to Social Security:

  • All events that could affect your benefits
  • For each type of benefit that Social Security pays, there is a

specific list of events that the beneficiary is required to report

  • If you do not have a list for the benefit you receive or for a

benefit one of your family members receives, contact Social Security and request your “reporting responsibilities”

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Stay in Touch with Social Security (Continued)

To help avoid being overpaid, make sure you report to Social Security:

  • Changes to both earned and unearned income
  • Changes to resources, such as bank accounts or vehicles
  • When you start and stop working and if you change your

hours or rate of pay

  • At the beginning of each month, the exact amount of your

earnings for the previous month

  • Changes in your living arrangements

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Social Security’s Ticket to Work Program

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Starting Your Journey

Only you can decide if work is the right choice for you.

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Why Choose Work?

  • Earn more income
  • Meet new people
  • Learn new skills
  • Gain financial independence

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Learn More About Work Incentives That May Apply to You

Work Incentives are special rules that may allow you to:

  • Receive training for new skills
  • Improve the skills you already have
  • Pursue your education
  • Try different jobs
  • Start a career
  • Gain confidence

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What Is the Ticket Program?

Social Security’s Ticket to Work (Ticket) program:

  • Is Social Security’s national employment program
  • Supports career development for people with disabilities who

want to work

  • Is for Social Security disability beneficiaries ages 18 through 64
  • Is free and voluntary

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

What Services Does the Ticket Program Offer?

Services offered may include:

  • Job coaching
  • Job counseling
  • Training
  • Benefits counseling
  • Job placement

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Questions?

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Stay in Touch

Call the Ticket to Work Help Line:

  • 1-866-968-7842
  • 1-866-833-2967 (TTY)

Visit: choosework.ssa.gov Connect:

Like us on Facebook: @choosework Follow us on Twitter: @chooseworkSSA Subscribe to our YouTube channel: @choosework Follow us on LinkedIn: @ticket-to-work

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Preventing and Managing Overpayments: A Webinar for Social Security Beneficiaries

Join Us for Our Next WISE Webinar!

Date: Wednesday, January 23, 2019 Time: 3 ‒ 4:30 p.m. ET Register online: choosework.ssa.gov/wise

  • r call 1-866-968-7842 or 1-866-833-2967 (TTY)

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Tell Us What You Think!

Please remember to take our webinar survey! A link will pop up after the webinar, or visit: choosework.ssa.gov/surveys/wise

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