Title 42The Public Health and WelfareRelease 119-73

§1008 Overpayments and underpayments

Title 42 › Chapter CHAPTER 7— - SOCIAL SECURITY › Subchapter SUBCHAPTER VIII— - SPECIAL BENEFITS FOR CERTAIN WORLD WAR II VETERANS › § 1008

Last updated Apr 6, 2026|Official source

Summary

The Social Security Commissioner must correct any payments that were too large or too small. If someone got too much money, the Commissioner will lower future payments for that person if they are a qualified individual, or require the person or their estate to pay back the extra. If those fail, the Commissioner can try to take the money by reducing tax refunds after notifying the Secretary of the Treasury under section 3720A of title 31. If a qualified individual was paid too little and is alive, the Commissioner must pay the balance to them or to their representative payee under section 1007. If the qualified individual is dead, the unpaid balance goes to the general fund of the Treasury. No one who is without fault must have payments adjusted or repaid if doing so would defeat the program’s purpose or be unfair. A paying officer is not liable if recovery is waived or not finished before the person’s death. For delinquent amounts from people who are not qualified individuals, the Commissioner may use the collection methods in sections 3711(e), 3716, and 3718 of title 31 as in effect on October 1, 1994. For cross-program recovery rules, see section 1320b–17.

Full Legal Text

Title 42, §1008

The Public Health and Welfare — Source: USLM XML via OLRC

(a)Whenever the Commissioner of Social Security finds that more or less than the correct amount of payment has been made to any person under this subchapter, proper adjustment or recovery shall be made, as follows:
(1)With respect to payment to a person of more than the correct amount, the Commissioner of Social Security shall decrease any payment under this subchapter to which the overpaid person (if a qualified individual) is entitled, or shall require the overpaid person or his or her estate to refund the amount in excess of the correct amount, or, if recovery is not obtained under these two methods, shall seek or pursue recovery by means of reduction in tax refunds based on notice to the Secretary of the Treasury, as authorized under section 3720A of title 31.
(2)With respect to payment of less than the correct amount to a qualified individual who, at the time the Commissioner of Social Security is prepared to take action with respect to the underpayment—
(A)is living, the Commissioner of Social Security shall make payment to the qualified individual (or the qualified individual’s representative payee designated under section 1007 of this title) of the balance of the amount due the underpaid qualified individual; or
(B)is deceased, the balance of the amount due shall revert to the general fund of the Treasury.
(b)In any case in which more than the correct amount of payment has been made, there shall be no adjustment of payments to, or recovery by the United States from, any person who is without fault if the Commissioner of Social Security determines that the adjustment or recovery would defeat the purpose of this subchapter or would be against equity and good conscience.
(c)A disbursing officer may not be held liable for any amount paid by the officer if the adjustment or recovery of the amount is waived under subsection (b), or adjustment under subsection (a) is not completed before the death of the qualified individual against whose benefits deductions are authorized.
(d)(1)With respect to any delinquent amount, the Commissioner of Social Security may use the collection practices described in section 3711(e), 3716, and 3718 of title 31, as in effect on October 1, 1994.
(2)For purposes of paragraph (1), the term “delinquent amount” means an amount—
(A)in excess of the correct amount of the payment under this subchapter; and
(B)determined by the Commissioner of Social Security to be otherwise unrecoverable under this section from a person who is not a qualified individual under this subchapter.
(e)For provisions relating to the cross-program recovery of overpayments made under programs administered by the Commissioner of Social Security, see section 1320b–17 of this title.

Legislative History

Notes & Related Subsidiaries

Editorial Notes

Prior Provisions

For

Prior Provisions

, see note set out under section 1001 of this title.

Amendments

2004—Subsec. (a)(1). Pub. L. 108–203, § 210(b)(2)(A), substituted “any payment” for “any payment—”, struck out “(A)” before “under this subchapter”, substituted “section 3720A of title 31.” for “section 3720A of title 31; or”, and struck out subpar. (B) which read as follows: “under subchapter II of this chapter to recover the amount in excess of the correct amount, if the person is not currently eligible for payment under this subchapter.” Subsecs. (b) to (d). Pub. L. 108–203, § 210(b)(2)(B), redesignated subsecs. (c) to (e) as (b) to (d), respectively, and struck out heading and text of subsec. (b). Text read as follows: “In any case in which the Commissioner of Social Security takes action in accordance with subsection (a)(1)(B) of this section to recover an amount incorrectly paid to an individual, that individual shall not, as a result of such action— “(1) become qualified for benefits under this subchapter; or “(2) if such individual is otherwise so qualified, become qualified for increased benefits under this subchapter.” Subsec. (e). Pub. L. 108–203, § 210(b)(2)(B), (C), added subsec. (e) and redesignated former subsec. (e) as (d).

Statutory Notes and Related Subsidiaries

Effective Date

of 2004 AmendmentAmendment by Pub. L. 108–203 effective Mar. 2, 2004, and effective with respect to overpayments under subchapters II, VIII, and XVI of this chapter that are outstanding on or after such date, see section 210(c) of Pub. L. 108–203, set out as a note under section 404 of this title.

Reference

Citations & Metadata

Citation

42 U.S.C. § 1008

Title 42The Public Health and Welfare

Last Updated

Apr 6, 2026

Release point: 119-73