Social Security Overpayments Update – Track II [Day 2] (Presented by National Organization of Social Security Claimants’ Representatives)

In 2024 SSA made several changes to the waiver of overpayment process and other key changes to make it easier to pay back a correct overpayment. These POMS changes are significant and will allow more people to be able to obtain waivers of social security overpayments. Some of these key changes include shifting the burden of proving an overpayment to SSA and establishing 20 situations when SSA can presume that the beneficiary is not at fault for creating the overpayment. This session will use hypotheticals to help explain the new concepts.

Key topics to be discussed:

• 2024 SSA overpayment and waiver process changes
• Shifting burden of proof and fault presumptions in overpayment cases
• Application of new POMS rules through hypotheticals

This course is co-sponsored with myLawCLE.

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the Fall 2025 National Conference – Track II Conference and may be eligible for self-study credit.

Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded on September 10, 2025

Closed-captioning available