Our Miami, Palm Beach, and Fort Lauderdale Social Security overpayment attorneys are ready to help. To request a tax refund, file an Application for Refund - Sales and Use Tax (Form DR-26S) or Application for Refund - All Other Taxes (Form DR-26).The Benefit Recovery Unit reviews the case and establishes a claim if an overpayment has indeed occurred. Complete the direct deposit form and mail it to our office with the required documentation (see form for instructions). This chapter deals with state law provisions identifying, establishing, and collecting overpayments. All states have provisions addressing these matters. If you file an appeal or waiver, Social Security will not withhold money until they decide if the appeal or waiver will be granted.