Write your awesome label here.
2025 NADR Conference Recording:
Understanding SSA's Complex Computations - Windfall Offsets, A101 Process and More
SSA frequently encounters challenges when processing underpayments for dually entitled beneficiaries due to the Windfall Offset. While many offsets are automated, others require manual calculations by SSA field office staff, leading to delays and potential errors. This session will provide a comprehensive overview of the Windfall Offset process, explaining when and why it occurs, and how to estimate the offset amount for your clients. By understanding this, you will be equipped to manage client expectations before SSA finalizes their claim.  The A101 manual process is also discussed, with an emphasis on why this process is necessary and how it can affect your clients' cases. The presentation will also cover key topics like Disability after Retirement computations and Deemed Disabled Widow(er)'s entitlement for Medicare-only purposes, both of which are prone to miscalculations or oversight by SSA staff.