Simple Overpayment Letter to Employee Template 2025

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  1. Click ‘Get Form’ to open the Simple Overpayment Letter to Employee Template in our editor.
  2. Begin by entering the employee's name and employee ID in the designated fields. This personalizes the letter and ensures accurate identification.
  3. Fill in today's date and department ID, which helps in tracking the document within your organization.
  4. Provide the home phone number and address of the employee, ensuring all contact information is current for effective communication.
  5. Document the date of termination and include the payroll officer's name for accountability.
  6. Indicate the current net balance if applicable, along with the gross amount overpaid. Attach any necessary documentation of payment history as required.
  7. In the 'Statement of Facts' section, clearly outline the circumstances surrounding the overpayment for transparency.
  8. Select a repayment option by checking either immediate repayment or monthly payments, filling in any required amounts and dates.
  9. Finally, have the employee sign and date at the bottom of the form to acknowledge their understanding and agreement.

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I am writing to you because I have been informed that I have been overpaid. I (am/was employed/engaged) by you from (enter date) to (enter date) as a (enter job title) on a (enter job type - full time, part time or agency/casual) basis. You have stated that I have been overpaid by a total sum of (enter amount).
The overpayment was due to [Overpayment Reason] and occurred on [Overpayment Date]. We wish to docHub an agreement with you for repayment of the Sum. We suggest a repayment of [Repayment Amount] per [Time period] commencing on [Repayment Commencement Date] and continuing until the Sum is repaid.
You were overpaid in error because . Please contact me at to discuss your method of repayment by . Failure to respond timely will result in the immediate recovery of the overpayment.
Set up the overpayment deductions like a post-tax deduction, not a pay decrease. This means that youll withhold the overpayment collection after withholding taxes from the employees pay. Remember to update your records, including your accounting books, to reflect the overpayment and recovery.
When drafting the written notice, make sure to include: A clear explanation of the error that led to the overpayment. The exact amount of the overpayment. The pay period(s) affected. Reference to relevant state laws and company policies. A request for the employee to contact you to discuss repayment options.

People also ask

Were writing to let you know about an overpayment of [Overpayment Amount] on your recent payment for invoice [Invoice Number]. We can process a full refund for this amount back to your original payment method, or we can apply it as a credit toward your next invoice. Please let us know which youd prefer.

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