How to complete an SSA 632 (Step by Step)
To complete a SSA-632-BK, you will need to provide the following information:
- Name
- Social security number
- Name of overpaid person making request and his or her social security number(s)
- Indicate if any of the following apply:
- The overpayment was not my fault and I cannot afford to pay the money back and/or it is unfair for some reason
- I cannot afford to use all of my monthly benefit to pay back the overpayment, but can have a specific amount withheld each month
- I am no longer receiving Supplemental Security Income (SSI) payments and want to pay back a certain amount each month
- I am receiving SSI payments and want to pay back a certain amount each month instead of paying 10% of my total income
- Section I - Information About Receiving the Overpayment
- Whether the representative payee received the overpaid benefits to use for the beneficiary
- Name and address of beneficiary
- How overpaid benefits were used
- If you are being asked to repay someone else’s overpayment
- Whether the overpaid person was living with you when he or she was overpaid
- Whether you received any of the overpaid money
- Explanation of what you knew about the overpayment and why it was not your fault
- Reason why you think you were due the overpaid money and why you think you were not at fault in causing the overpayment or accepting the money
- Whether you told the SSA about the change or event that made you overpaid
- Whether you have been overpaid before and explanation
- Section II - Your Financial Statement
- If you are asking the SSA to waive the collection of the overpayment of change the rate of repayment, you must provide the following information and supporting documents
- Whether you have any of overpaid checks or money in your possession
- Whether you have any of the overpaid checks or money in your possession at the time you received the repayment notice
- Explanation why you believe you should not have to return this amount
- If overpayment is SSI payments, whether you lent or gave away any property or cash after notification of the repayment, who received it, relationship, description, and value
- If overpayment is SSI payments, whether you received or sold any property or received cash other than earnings after notification of overpayment, description of property, and sale price
- Whether you are now receiving cash public assistance such as SSI payments
- Members Of Household
- Assets - Things You Have and Own
- Amount of money you and any of the members in your household have on hand in a checking account, or otherwise readily available
- Whether your name or any other member of your household appear on any of the following:
- Savings, certificates of deposit, individual retirement account, money or mutual funds, bonds, stocks, trust fund, checking account, or other similar account
- OwnerÂ
- Balance or value
- Income earned each month
- Explanation
- Any vehicles owned by a household member other than the family vehicle
- Owner
- Year/make/model
- Present value
- Loan balance
- Main purpose for use
- Any real estate owned by household other than primary residence
- Owner
- Description
- Market value
- Loan balance
- Usage-incomeÂ