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PRIVACY POLICY

SSA Overpayment Firm

Effective Date: May 18, 2026
Last Updated: May 18, 2026

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SSA Overpayment Firm (“Firm,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, store, disclose, and protect information obtained through our website, online forms, telephone calls, emails, text messages, consultations, document submissions, and legal services.

SSA Overpayment Firm provides legal services related to Social Security overpayments, including matters involving Social Security Disability Insurance, Supplemental Security Income, retirement benefits, survivor benefits, waiver requests, reconsideration requests, repayment disputes, administrative appeals, and related issues involving the Social Security Administration.

This Privacy Policy applies to website visitors, prospective clients, current clients, former clients, and other individuals who communicate with SSA Overpayment Firm.

This Privacy Policy does not create an attorney-client relationship. An attorney-client relationship is created only after SSA Overpayment Firm agrees in writing to represent you.

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1. Information We Collect

SSA Overpayment Firm may collect personal information directly from you, automatically through the website, or from third parties when necessary to evaluate or handle a legal matter.

A. Information You Provide Directly

You may provide information when you:

  • Complete a website contact form

  • Request a consultation

  • Call, email, text, or message the Firm

  • Upload or send documents

  • Sign an engagement agreement

  • Communicate with attorneys or staff

  • Provide information about a Social Security overpayment issue

  • Make a payment or discuss billing

  • Subscribe to updates or request information

The information collected may include:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Date of birth

  • Preferred contact method

  • Case details

  • Social Security Administration notices

  • Overpayment amount

  • Benefit type

  • Household information

  • Income information

  • Employment status

  • Financial hardship information

  • Medical or disability-related information

  • Representative payee information

  • Family or dependent information

  • Documents related to benefits, appeals, waivers, or repayment plans

  • Any other information you choose to provide

Because Social Security overpayment matters often involve sensitive personal, financial, medical, and government-benefit information, you should avoid submitting unnecessary confidential information through general website forms unless specifically requested.

2. Sensitive Information

SSA Overpayment Firm may receive sensitive information when necessary to evaluate or provide legal services.

Sensitive information may include:

  • Social Security numbers

  • Social Security benefit records

  • Disability-related information

  • Medical information

  • Financial records

  • Bank account or payment information

  • Income and employment details

  • Household composition

  • Immigration-related information, when relevant

  • Government identification information

  • Information about dependents, spouses, former spouses, or representative payees

We collect and use sensitive information only when reasonably necessary to evaluate your inquiry, provide legal services, comply with legal or professional obligations, protect your interests, or operate the Firm.

3. Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies, analytics tools, server logs, or similar technologies.

This may include:

  • IP address

  • Browser type

  • Device type

  • Operating system

  • Pages visited

  • Time spent on pages

  • Date and time of visit

  • Referring website

  • General geographic location based on IP address

  • Website interaction data

  • Form submission metadata

  • Error logs or security logs

This information helps us maintain website functionality, improve user experience, monitor website performance, detect security threats, and understand how visitors interact with our website.

4. Cookies and Tracking Technologies

Our website may use cookies, pixels, tags, analytics tools, or similar technologies.

These technologies may be used to:

  • Keep the website functioning properly

  • Measure website traffic

  • Understand which pages users visit

  • Improve website design and performance

  • Detect suspicious or unauthorized activity

  • Support marketing or advertising efforts, if used by the Firm

You may disable cookies through your browser settings. However, some website features may not function properly if cookies are disabled.

If SSA Overpayment Firm uses third-party analytics or advertising tools, those providers may collect information according to their own privacy policies. We are not responsible for the privacy practices of third-party platforms.

5. How We Use Your Information

SSA Overpayment Firm may use personal information for the following purposes:

A. To Respond to Inquiries

We may use your information to:

  • Respond to consultation requests

  • Contact you about your inquiry

  • Determine whether your issue may involve a Social Security overpayment matter

  • Request additional information

  • Schedule a consultation

  • Send intake forms or follow-up communications

B. To Evaluate Potential Representation

We may use your information to:

  • Review your Social Security overpayment issue

  • Determine whether the Firm may be able to assist

  • Conduct a conflict check

  • Evaluate deadlines, notices, appeal rights, or waiver options

  • Review documents you provide

  • Communicate with you about possible legal services

C. To Provide Legal Services

If you become a client, we may use your information to:

  • Prepare and file Social Security forms

  • Communicate with the Social Security Administration

  • Review overpayment notices

  • Request reconsideration

  • Request waiver of recovery

  • Challenge the amount or cause of an overpayment

  • Negotiate repayment arrangements

  • Prepare hearing materials

  • Represent you in administrative proceedings

  • Communicate with witnesses, representatives, payees, medical providers, financial institutions, or other relevant parties

  • Maintain your client file

  • Provide legal advice and case updates

D. To Operate the Firm

We may use information to:

  • Manage client records

  • Process payments

  • Maintain accounting records

  • Improve internal workflows

  • Train staff

  • Maintain website security

  • Improve legal services

  • Respond to reviews, complaints, or service issues

  • Enforce agreements

  • Protect the Firm’s rights

E. To Comply With Legal and Ethical Obligations

We may use information to:

  • Comply with attorney ethics rules

  • Maintain required records

  • Respond to lawful requests

  • Comply with court orders or subpoenas

  • Preserve evidence

  • Defend against legal claims

  • Comply with professional responsibility obligations

  • Conduct conflicts checks

  • Protect client confidentiality

6. Attorney-Client Relationship and Confidentiality

Submitting information through our website, email, phone, text message, or online form does not automatically create an attorney-client relationship.

An attorney-client relationship begins only when:

  1. SSA Overpayment Firm agrees to represent you; and

  2. You sign or otherwise accept a written engagement agreement.

Information you submit before an attorney-client relationship is formed may still be treated with care, but it may not receive the same protections as information provided by a current client.

Do not send urgent, deadline-sensitive, highly confidential, or privileged information through the website unless you have confirmed that SSA Overpayment Firm represents you or has specifically requested the information.

7. No Guarantee of Confidentiality for General Website Forms

Although we take reasonable steps to protect information submitted through our website, internet communications are not completely secure.

General contact forms should not be used to send:

  • Full Social Security numbers

  • Complete bank account numbers

  • Passwords

  • Medical records not requested by the Firm

  • Large volumes of confidential documents

  • Time-sensitive legal requests

  • Emergency legal communications

For sensitive document submission, SSA Overpayment Firm may provide a secure upload method, client portal, encrypted email process, or other approved transmission method.

8. How We Share Information

SSA Overpayment Firm does not sell your personal information.

We may share information only when reasonably necessary for legal services, Firm operations, legal compliance, or with your permission.

We may share information with:

 

A. Firm Personnel

Information may be shared with attorneys, paralegals, legal assistants, administrative staff, intake staff, billing personnel, and contractors who assist with Firm operations or legal services.

B. Service Providers

We may share information with trusted vendors who help us operate the Firm, including:

  • Website hosting providers

  • Email providers

  • Phone and voicemail systems

  • Text messaging platforms

  • Case management software providers

  • Document storage providers

  • Payment processors

  • Scheduling platforms

  • IT support providers

  • Cybersecurity providers

  • Cloud storage providers

  • Analytics providers

  • Marketing or advertising vendors, if used

These providers may access information only as needed to perform services for the Firm.

C. Government Agencies and Legal Bodies

When necessary for your matter, we may share information with:

  • Social Security Administration

  • Administrative law judges

  • Appeals Council

  • Federal agencies

  • State agencies

  • Courts

  • Opposing parties or representatives

  • Hearing offices

  • Payment centers

  • Other government entities involved in your matter

D. Professionals Assisting With Your Matter

When appropriate, we may share information with:

  • Medical providers

  • Financial institutions

  • Accountants

  • Translators

  • Interpreters

  • Expert consultants

  • Representative payees

  • Family members or authorized representatives

  • Other attorneys involved in your matter

E. Legal or Ethical Compliance

We may disclose information when required or permitted by law, including to:

  • Comply with subpoenas

  • Respond to court orders

  • Fulfill ethical obligations

  • Prevent fraud

  • Protect safety

  • Defend the Firm against claims

  • Enforce agreements

  • Report misconduct when legally or ethically required

  • Protect the rights of the Firm, clients, or others

9. Communications by Email, Phone, and Text

By providing your contact information, you authorize SSA Overpayment Firm to contact you by phone, email, voicemail, text message, mail, or other communication methods you provide.

Communications may include:

  • Consultation scheduling

  • Intake follow-up

  • Case updates

  • Document requests

  • Appointment reminders

  • Billing or payment communications

  • Legal deadline reminders

  • General Firm communications

Text messages and emails may not be fully secure. You should not send highly sensitive information by text or regular email unless instructed to do so.

Message and data rates may apply depending on your mobile carrier.

You may opt out of non-essential text messages or marketing communications by contacting the Firm. However, if you are a client, we may still send communications necessary for legal representation, billing, or case administration.

10. Payments and Billing Information

If SSA Overpayment Firm accepts payments through the website, online portal, phone, or third-party payment processor, payment information may be collected and processed by a third-party provider.

Payment information may include:

  • Name

  • Billing address

  • Payment amount

  • Card type

  • Last four digits of payment card

  • Transaction date

  • Payment confirmation details

SSA Overpayment Firm generally does not store full credit card numbers unless specifically disclosed and handled through a secure payment system.

Payment processors have their own privacy and security policies. You should review those policies when making payments through third-party platforms.

11. Data Security

SSA Overpayment Firm uses reasonable administrative, technical, and physical safeguards to protect personal information.

Safeguards may include:

  • Secure document storage

  • Password-protected systems

  • Access controls

  • Staff confidentiality obligations

  • Vendor security measures

  • Malware protection

  • Secure website protocols where available

  • Limited access to sensitive information

  • Case management controls

  • Physical file security

  • Secure disposal of records when appropriate

However, no system is completely secure. We cannot guarantee that unauthorized access, hacking, data loss, or misuse will never occur.

You are responsible for using secure devices, protecting your own passwords, and avoiding transmission of sensitive information over unsecured networks.

12. Data Retention

SSA Overpayment Firm retains information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy.

Retention periods may depend on:

  • Whether you become a client

  • The nature of your legal matter

  • Ethical recordkeeping obligations

  • Legal deadlines

  • Accounting and tax requirements

  • Conflict-checking requirements

  • Litigation or claim risks

  • Firm record retention policies

  • Applicable law

Prospective client information may be retained to document the inquiry, perform conflict checks, comply with legal obligations, or protect the Firm from future claims.

Client files may be retained according to the Firm’s file retention policy and applicable professional responsibility rules.

13. Document Submissions

If you submit documents to SSA Overpayment Firm, those documents may contain personal or sensitive information.

Documents may include:

  • Social Security overpayment notices

  • Benefit award letters

  • Reconsideration forms

  • Waiver forms

  • Repayment notices

  • SSA correspondence

  • Medical records

  • Financial records

  • Bank statements

  • Pay stubs

  • Tax documents

  • Household expense records

  • Identification documents

  • Representative payee records

By submitting documents, you confirm that you have the right to provide them to the Firm and that the information is accurate to the best of your knowledge.

SSA Overpayment Firm may store, review, copy, transmit, or use submitted documents as necessary to evaluate or handle your matter.

14. Information From Third Parties

SSA Overpayment Firm may collect information from third parties when necessary to evaluate or handle your legal matter.

Third-party sources may include:

  • Social Security Administration

  • Medical providers

  • Financial institutions

  • Family members

  • Representative payees

  • Employers

  • Former employers

  • Government agencies

  • Courts or administrative bodies

  • Other attorneys

  • Public records

  • Authorized representatives

  • Online portals or databases

We use third-party information only as reasonably necessary for legal services, case evaluation, compliance, or Firm operations.

15. Legal Deadlines and Website Communications

Contacting SSA Overpayment Firm through the website does not stop or extend any legal deadline.

Social Security overpayment matters may involve strict deadlines for appeals, reconsideration requests, waiver requests, repayment disputes, hearings, or other actions.

You are responsible for protecting your own deadlines unless and until SSA Overpayment Firm agrees in writing to represent you.

Do not rely on website submission alone for urgent legal matters.

16. Marketing and Advertising

SSA Overpayment Firm may use limited personal information for marketing or informational purposes, such as sending newsletters, legal updates, website updates, or service announcements.

We may use website analytics or advertising tools to better understand website traffic or improve outreach.

You may opt out of marketing emails by using the unsubscribe link in the message or contacting us directly.

We will still send non-marketing communications when necessary, including communications related to consultations, representation, billing, legal obligations, or active matters.

17. Online Advertising and Analytics

SSA Overpayment Firm may use third-party tools such as analytics platforms, search engine advertising, call tracking, or website performance tools.

These services may collect information about your visit, including:

  • Pages viewed

  • Links clicked

  • Device information

  • Browser information

  • Approximate location

  • Referral source

  • Interaction with ads or search results

If the Firm uses advertising or analytics services, those services may use cookies or similar technologies according to their own privacy policies.

You may limit some tracking through browser settings, privacy tools, cookie controls, or opt-out mechanisms provided by third-party platforms.

18. Do Not Track Signals

Some browsers transmit “Do Not Track” signals. Because there is no consistent industry standard for responding to these signals, our website may not respond to them automatically.

You may still control certain tracking technologies through your browser settings or cookie preferences.

19. Your Privacy Rights

Depending on where you live, you may have privacy rights under applicable state or federal law.

These rights may include the right to:

  • Request access to personal information

  • Request correction of inaccurate information

  • Request deletion of certain information

  • Request a copy of certain information

  • Request restriction of certain uses

  • Opt out of certain marketing communications

  • Opt out of certain data sharing, where applicable

  • Ask questions about how information is used

These rights may be limited by attorney-client privilege, legal ethics rules, litigation obligations, court rules, recordkeeping requirements, conflicts-checking duties, or other legal obligations.

To submit a privacy request, contact SSA Overpayment Firm using the contact information below.

We may need to verify your identity before responding to a request.

20. State Privacy Law Notice

Some states provide additional privacy rights to residents. If applicable, SSA Overpayment Firm will comply with state privacy laws that apply to the Firm.

However, many privacy laws include exceptions or limitations for information handled by law firms, information protected by attorney-client privilege, information collected in the context of legal representation, or information retained to comply with legal or ethical obligations.

If you believe a specific state privacy law applies to your information, you may contact us using the information listed below.

21. No Sale of Personal Information

SSA Overpayment Firm does not sell personal information for money.

We do not knowingly sell or share personal information of children under 16 years of age.

If any website analytics, advertising, or tracking activity is considered a “sale,” “sharing,” or similar activity under applicable law, SSA Overpayment Firm will provide any legally required notice or opt-out method.

22. Children’s Privacy

SSA Overpayment Firm’s website is intended for adults and is not directed to children under 13.

We do not knowingly collect personal information from children through our website.

If we learn that a child has submitted personal information without appropriate consent, we will take reasonable steps to delete the information.

23. External Links

Our website may include links to third-party websites or services.

These may include:

  • Social Security Administration resources

  • Court or government websites

  • Payment portals

  • Scheduling platforms

  • Document upload tools

  • Legal information resources

  • Social media pages

SSA Overpayment Firm is not responsible for the privacy practices, security, content, accuracy, or policies of third-party websites.

You should review the privacy policy of any third-party website before submitting information.

24. Social Media

SSA Overpayment Firm may maintain social media pages or profiles. Interactions with our social media pages are governed by the privacy policies of the social media platforms.

Do not post confidential, sensitive, case-specific, or privileged information on social media.

Contacting the Firm through social media does not create an attorney-client relationship and may not be confidential.

25. Reviews, Testimonials, and Public Comments

If you submit a review, testimonial, public comment, or online rating about SSA Overpayment Firm, that information may become public.

Do not include confidential, case-specific, medical, financial, or Social Security-related information in public reviews or comments.

SSA Overpayment Firm may use publicly submitted reviews or testimonials in marketing materials, subject to applicable legal ethics rules and your authorization where required.

26. Data Breach Notification

If SSA Overpayment Firm becomes aware of a data security incident involving personal information, we will investigate and respond as appropriate.

When required by law, we will provide notice to affected individuals, regulators, or other required parties.

Notification requirements may vary depending on the type of information involved, the location of affected individuals, and applicable law.

27. International Users

SSA Overpayment Firm is based in the United States and provides services related to United States Social Security matters.

If you access our website from outside the United States, your information may be transferred to, stored in, or processed in the United States.

By using our website or providing information, you understand that privacy laws in the United States may differ from those in your location.

28. Accuracy of Information

You are responsible for providing accurate and complete information.

SSA Overpayment Firm may rely on the information you provide when evaluating your inquiry or handling your legal matter.

If your contact information, case details, financial circumstances, Social Security notices, or other relevant information changes, you should notify the Firm promptly.

29. Confidentiality Limits Required by Law

Although SSA Overpayment Firm takes confidentiality seriously, there are circumstances where disclosure may be required or permitted.

Disclosure may occur when necessary to:

  • Comply with law

  • Respond to a court order

  • Respond to a subpoena

  • Prevent fraud or crime

  • Protect against harm

  • Resolve disputes

  • Defend against claims

  • Comply with attorney ethics obligations

  • Collect unpaid fees, where permitted

  • Protect the Firm’s legal rights

30. Changes to This Privacy Policy

SSA Overpayment Firm may update this Privacy Policy from time to time.

When changes are made, the “Last Updated” date will be revised.

Your continued use of the website after changes are posted means you accept the updated Privacy Policy.

You should review this Privacy Policy periodically.​.

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