Offline Retained Support Overpayment Steps

When a retained support overpayment is determined, the obligation is built at the district office level. The following steps are taken prior to building the retained support obligation in OSIS.

1. Verify the case types and dates are correct on the CHU for each child. If incorrect, it will affect how receipts are applied.
2. Complete an arrearage computation (A/C) without the direct payments to ensure system balances are correct.
3. Update the A/C by adding direct payments as private payments on the adjustment tab (including private interest). This shows the amount to apply to C balances.
4. Add the direct payments to CFPA, in the following order (includes judgment balances):
   1. P, M, X
   2. D
   3. C,Z
5. Update the A/C by deleting direct payments on the adjustments tab and copying them from CFPL.
6. Verify the balances are correct based on the A/C.
7. Build the overpayment in OSIS using the overpayment (OPR) functionality. See the CSQuest article “Building a Retained Support Overpayment.”