POMS Reference

NL: Notices, Letters and Paragraphs

TN 3 (05-92)

PROCEDURE

1. General

After you complete the notice:

  • If using the manual snap-out form, separate the original from the two pressure-sensitive copies; if using the PC version, print two copies;

  • Mail the original to the overpaid individual along with an SSI payment stub (SSA-4017) and the appropriate refund envelope (SI 02220.010 C.5); and

  • Document the file with the FO copy of the notice.

2. Representative Payee Involvement

If the individual has a representative payee, place an SSA-L8176-U2 (NL 00803.150), representative payee cover sheet, on top of the representative payee's copy of the notice and place the SSA-4017 and refund envelope behind the payee's copy.

3. Legal Guardian or Appointed Representative Involvement

If the individual has a legal guardian and/or appointed representative (who is not the representative payee), send a photocopy of the original notice to each.