Adding an Overpayment to an Existing Recovery Account-LIEAP

  1. Run EDBC for the month of the overpayment. The EDBC result shows as Not Accepted on the EDBC List page.
  2. Click the EDBC hyperlink to view the EDBC Summary. The EDBC Summary shows if an overpayment exists.
  3. If an overpayment exists, click the Accept button to accept the EDBC result.
  4. When the user clicks the Accept button, the Select Recovery Account page is accessed within the context of the case and shows all pending Recovery Accounts associated to the case.
  5. The pending Recovery Account shows on this page. Select the radio button for the desired Recovery Account.
  6. Once the Recovery Account is selected, the EDBC List page displays.
  7. Click the Save and Continue button.

    NOTE: This process needs to be completed for each month within the LIEAP Season an overpayment is processed, though a single Recovery Account is used for all associated overpayments for a single program.

Remember: If there is an overpayment in both the regular benefit month and the supplemental benefit month, always run the EDBC months in order.

Example: Regular Benefit issued in 03/2019 & Supplemental Benefit issued in 08/2019. It’s discovered in 11/2019 both months have an overpayment. When processing the overpayment EDBC must run for 03/2019 first, then run for 08/2019.

Once all months of the overpayments have been added to the Pending Recovery Account, the status must be set to Active in order for recoupment to begin.

Note: LIEAP recoupment is always 100%, until the total amount of the overpayment has been recovered.

  1. Select Fiscal from Global Navigation and Collections from Local Navigation. The Recovery Account Search page displays.
  2. Complete a search for the Recovery Account.
  3. Click the Recovery Account hyperlink. The Recovery Account Detail displays.
  4. Click the Edit button to make the page editable.
  5. Select Active from the Status from the drop-down menu.
  6. Select a Status Reason from the drop-down menu.
  7. Click the Save button. The Recovery Account Detail redisplays in View mode with the updates.

    NOTE: Once the Status on a Recovery Account Detail is set to Active no additional overpayments may be added to that account.

  8. Click the Generate Form button to generate the L5: LIEAP Notice of Overpayment for the consumer.