Your Client Got a Social Security Clawback Notice. What Should They Do?

What You Need To Know

• The SSA recently announced changes in how they recover overpayments of benefits.
• If your client gets a Social Security clawback notice, they may be able to get a waiver or set up a repayment plan at a lower withholding rate.
• Social Security Commissioner Martin O'Malley says he's working to address the root causes of overpayments.