Oct 2, 2009

Workloads Deferred -- Overpayments And Underpayments Result

From a recent report by Social Security's Office of Inspector General:
... [I]n some cases, retired beneficiaries may continue to work while receiving Social Security benefits. In those instances, Title II of the Social Security Act (Act) requires that SSA use an Annual Earnings Test (AET) to measure the extent of beneficiaries' retirement and determine the amount, if any, to be deducted from their monthly benefits. ...

To ensure compliance with the AET provisions, SSA compares beneficiaries’ reported earnings that are recorded on SSA’s Master Beneficiary Record (MBR) with earnings that were reported by employers that are recorded on SSA’s Master Earnings File (MEF). This process, called the Earnings Enforcement Operation (EEO), is designed to detect over- or underpayments that may have occurred during the year.

Our 2007 audit of the AET disclosed SSA had not adjusted the benefit payments of all beneficiaries who were identified by the EEO. As a result, SSA overpaid about $313 million to 89,300 beneficiaries and underpaid about $35 million to 12,800 beneficiaries for Calendar Years (CY) 2002 through 2004. In addition, we found SSA had not processed approximately 2.1 million of the 2.5 million Earnings Enforcement selections for CYs 1996 through 2005.

6 comments:

Anonymous said...

You ought to see the SSI overpayment pending workload--SSA has virtually stopped pursuing SSI overpayments resulting from redeterminations and other post-entitlement actions. Most offices in my region have hundreds of them not being worked. There are only so many things you can make a priority, and SSI overpayments have dropped to the bottom of the list.

Anonymous said...

typical - put the one bandcaid on one sore and let the other sores fester, then blame the sore you put the band aid on! I see the train wreck acommin. Take cover everyone heads are gonna roll.

Anonymous said...

"Heads are gonna roll"?

Yeah, sure. Most of the idiots running this agency couldn't even describe the actual work processes needed to do, well, most everything the agency does. And yet they are still in charge.

Mack said...

It is really pathetic the amount of work they expect for a Claims Rep to do with quality but don't give any adjudication time to get things done right. I expect for the agency to continue the mediocrity. And the SSI people have no clue what to do on these windfall offset cases that are now overwhelming the agency, with all the concurrent disability claims being awarded. It would be nice if something as complicated as windfall offset actually had some proper training, but oops that requires adjudication time. That dreaded "a" word again that some offices refuse to hear. Then precious time in the mornings is usually tied up in group meetings with managers that really don't know when to stop running their mouths.

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