H.R. 9519 · 119th Congress
Where it stands
Introduced. Latest step, Jun 29, 2026: Referred to the Committee on Ways and Means and the Committees on Education and Workforce, and Energy and Commerce. It would change 30 sections of existing law and would add 3 new provisions of its own.
H.R. 9519 would change 30 sections of existing law, and would create 3 new provisions of its own. Read from the bill text as introduced in the House (Jun 29, 2026).
Where in the law, by title of the U.S. Code:
26 U.S.C. 1411, 42 U.S.C. 901, 42 U.S.C. 1301, 42 U.S.C. 1395, 2 U.S.C. 655, 2 U.S.C. 905, 26 U.S.C. 6402, 31 U.S.C. 3720A, 31 U.S.C. 3806, 45 U.S.C. 231f, 42 U.S.C. 904, 42 U.S.C. 1306, 42 U.S.C. 404, 42 U.S.C. 902, 42 U.S.C. 1320b-13, 42 U.S.C. 406.
42 U.S.C. 415 Computation of primary insurance amount
42 U.S.C. 409 "Wages" defined
26 U.S.C. 86 Social security and tier 1 railroad retirement benefits
42 U.S.C. 401 Trust Funds
42 U.S.C. 402 Old-age and survivors insurance benefit payments
42 U.S.C. 423 Disability insurance benefit payments
42 U.S.C. 434 Demonstration project authority
42 U.S.C. 426 Entitlement to hospital insurance benefits
42 U.S.C. 1320b-19 The Ticket to Work and Self-Sufficiency Program
42 U.S.C. 424 Repealed. Pub. L. 85–840, title II, §206, Aug. 28, 1958, 72 Stat. 1025
26 U.S.C. 3121 Definitions
26 U.S.C. 6413 Special rules applicable to certain employment taxes
42 U.S.C. 411 Definitions relating to self-employment
42 U.S.C. 201
New provisions of the bill's own
Today's wording of each part of the law, with what would be struck out and added. Each change also gives the bill's own instruction, word for word.
42 U.S.C. 415(a)(1)(A)(i)changedby H.R. 9519 Sec. 101(a)
(i)90 percent93 percent of the individual's average indexed monthly earnings (determined under subsection (b)) to the extent that such earnings do not exceed the amount established for purposes of this clause by subparagraph (B),
The bill says: Section 215(a)(1)(A)(i) of the Social Security Act (42 U.S.C. 415(a)(1)(A)(i)) is amended by striking "90 percent" and inserting "93 percent".
42 U.S.C. 415(i)(1)(D)changedby H.R. 9519 Sec. 102(a)
(D) the term "CPI increase percentage", with respect to a base quarter or cost-of-living computation quarter in any calendar year, means the percentage (rounded to the nearest one-tenth of 1 percent) by which theConsumer Price IndexConsumer Price Index for Urban Wage Earners and Clerical Workers (CPI–W, as published by the Bureau of Labor Statistics of the Department of Labor) or Consumer Price Index for Elderly Consumers (CPI–E, as published by such Bureau) (whichever such index results in the higher percentage under this subparagraph) exceeds the same such index for that quarter (as prepared by the Department of Labor) exceeds such index for the most recent prior calendar quarter which was a base quarter under subparagraph (A)(ii) or, if later, the most recent cost-of-living computation quarter…
The bill says: Section 215(i)(1)(D) of the Social Security Act (42 U.S.C. 415(i)(1)(D)) is amended by striking "Consumer Price Index" and all that follows through "such index" and inserting "Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI–W, as published by the Bureau of Labor Statistics of the Department of Labor) or Consumer Price Index for Elderly Consumers (CPI–E, as published by such Bureau) (whichever such index results in the higher percentage under this subparagraph) exceeds the same such index".
42 U.S.C. 415(i)(1)(G)changedby H.R. 9519 Sec. 102(a)
(G) the Consumer Price Index applicable for purposes of subparagraph (D) for a base quarter, a cost-of-living computation quarter, or any other calendar quarter shall be the arithmetical mean of such index for the 3 months in such quarter.
The bill says: Section 215(i)(1)(G) of the Social Security Act (42 U.S.C. 415(i)(1)(G)) is amended by inserting "applicable for purposes of subparagraph (D)" after "Consumer Price Index".
42 U.S.C. 415(i)(4)changedby H.R. 9519 Sec. 102(b)
(4) This subsection as in effect in December 1978, and as amended by sections 111(a)(6), 111(b)(2), and 112 of the Social Security Amendments of 1983 and by section 9001 of the Omnibus Budget Reconciliation Act of 1986 and by section 102 of the Social Security 2100 Act, shall continue to apply to subsections (a) and (d), as then in effect and as amended by section 5117 of the Omnibus Budget Reconciliation Act of 1990, for purposes of computing the primary insurance amount of an individual to whom…
The bill says: Section 215(i)(4) of the Social Security Act (42 U.S.C. 415(i)(4)) is amended by inserting "and by section 102 of the Social Security 2100 Act" after "1986".
42 U.S.C. 415(i)added (6)by H.R. 9519 Sec. 102(c)
(6) With respect to any provision of law (other than in this title, title VIII, or title XVI) which provides for an adjustment of an amount under such provision of law in the same percentage as a cost-of-living adjustment applied to benefit amounts under this title, such provision of law shall be applied and administered as if the percentage of such cost-of-living adjustment applied to benefit amounts under this title were determined without regard to the amendments made by subsections (a) and (b) of section 102 of the Social Security 2100 Act.
The bill says: Section 215(i) of the Social Security Act (42 U.S.C. 415(i)) is amended by adding at the end the following:
42 U.S.C. 415(a)(1)renumberedby H.R. 9519 Sec. 103(a)
The bill says: by redesignating subparagraph (D) as subparagraph (E); and
42 U.S.C. 415(a)(1)added (D)by H.R. 9519 Sec. 103(a)
(D)(i) Effective with respect to the benefits of individuals who become eligible for old-age insurance benefits or disability insurance benefits (or die before becoming so eligible) after 2026, no primary insurance amount computed under subparagraph (A) may be less than the greater of—(I) the minimum monthly amount computed under subparagraph (C); or(II) in the case of an individual who has more than 10 years of work (as defined in clause (iv)(I)), the alternative minimum amount determined under clause (ii).(ii)(I) The alternative minimum amount determined under this clause is the applicable percentage of 1/12 of the annual dollar amount determined under clause (iii) for the year in which the amount is determined.(II) For purposes of subclause (I), the applicable percentage is the percentage specified in connection with the number of years of work, as set forth in the following table: If the number of yearsThe applicable of work is:percentage is: 116.25 percent 1212.50 percent 1318.75 percent 1425.00 percent 1531.25 percent 1637.50 percent 1743.75 percent 1850.00 percent 1956.25 percent 2062.50 percent 2168.75 percent 2275.00 percent 2381.25 percent 2487.50 percent 2593.75 percent 26100.00 percent 27106.25 percent 28112.50 percent 29118.75 percent 30 or more125.00 percent.(iii) The annual dollar amount determined under this clause is—(I) for calendar year 2027, the poverty guideline for 2026; and(II) for any calendar year after 2027, the annual dollar amount established for the calendar year preceding such calendar year, or, if larger, the annual dollar amount for 2027 multiplied by the ratio of—(aa) the national average wage index (as defined in section 209(k)(1)) for the second calendar year preceding the calendar year for which the determination is made, to(bb) the national average wage index (as so defined) for 2025.(iv) For purposes of this subparagraph—(I) the term year of work means, with respect to an individual, a year to which 4 quarters of coverage have been credited based on such individual’s wages and self-employment income; and(II) the term poverty guideline for 2026 means the annual poverty guideline for 2026 (as updated annually in the Federal Register by the Department of Health and Human Services under the authority of section 673(2) of the Omnibus Budget Reconciliation Act of 1981) as applicable to a single individual.
The bill says: by inserting after subparagraph (C) the following new subparagraph:
42 U.S.C. 409(k)(1)changedby H.R. 9519 Sec. 103(b)
The bill says: Section 209(k)(1) of such Act (42 U.S.C. 409(k)(1)) is amended by inserting "215(a)(1)(E), " after "215(a)(1)(D),".
26 U.S.C. 86rewrittenby H.R. 9519 Sec. 104(a)
(a) In general.— Gross income for the taxable year of any taxpayer described in subsection (b) (notwithstanding section 207 of the Social Security Act) includes Social Security benefits in an amount equal to the lesser of—(1) 85 percent of the Social Security benefits received during the taxable year, or(2) one-half of the excess described in subsection (b)(1).
The bill says: Subsection (a) of section 86 of the Internal Revenue Code of 1986 is amended to read as follows:
42 U.S.C. 401(e)repealedby H.R. 9519 Sec. 104(c)
The bill says: Section 121(e) of the Social Security Amendments of 1983 (42 U.S.C. 401 note) is repealed.
42 U.S.C. 402(e)(1)(B)changedby H.R. 9519 Sec. 105(a)
The bill says: in subparagraph (B), by inserting "and" at the end;
42 U.S.C. 402(e)(1)(C)(iii)changedby H.R. 9519 Sec. 105(a)
(iii) was entitled, on the basis of such wages and self-employment income, to mother's insurance benefits for the month preceding the month in which she attained retirement age (as defined in section 416(l) of this title),and
The bill says: in subparagraph (C)(iii), by striking "and" at the end;
42 U.S.C. 402(e)(1)removedby H.R. 9519 Sec. 105(a)
The bill says: by striking subparagraph (D);
42 U.S.C. 402(e)(1)renumberedby H.R. 9519 Sec. 105(a)
The bill says: by redesignating subparagraphs (E) and (F) as subparagraphs (D) and (E), respectively; and
42 U.S.C. 402(e)(1)changedby H.R. 9519 Sec. 105(a)
The bill says: in the flush matter following subparagraph (E)(ii), as so redesignated, by striking "becomes entitled to an old-age insurance benefit" and all that follows through "such deceased individual,";
42 U.S.C. 402(e)changedby H.R. 9519 Sec. 105(a)
(2)(A) Except as provided in subsection (q) and subparagraph (D) of this paragraph, such widow’s insurance benefit for each month shall be equal to the greater of—(i) the primary insurance amount (as determined for purposes of this subsection after application of subparagraphs (B) and (C)) of such deceased individual, or(ii) subject to paragraph (9), in the case of a fully insured widow, 75 percent of the sum of any old-age or disability insurance benefit for which the widow is entitled for such month and the primary insurance amount (as determined for purposes of this subsection after application of subparagraphs (B) and (C)) of such deceased individual.
The bill says: by striking subparagraph (A) in paragraph (2) and inserting the following:
42 U.S.C. 402(e)(5)(A)changedby H.R. 9519 Sec. 105(a)
(5)(A) The waiting period referred to inparagraph (1)(F)paragraph (1)(E), in the case of any widow or surviving divorced wife, is the earliest period of five consecutive calendar months— (i) throughout which she has been under a disability, and (ii) which begins not earlier than with whichever of the following is the later: (I) the first day of the seventeenth month before the month in which her application is filed, or (II) the first day of the fifth month before the month in which the period specified in paragraph (4) begins.
The bill says: in subparagraph (A), by striking "paragraph (1)(F)" and inserting "paragraph (1)(E)"; and
42 U.S.C. 402(e)(5)(B)changedby H.R. 9519 Sec. 105(a)
(B) For purposes ofparagraph (1)(F)(i)paragraph (1)(E)(i), each month in the period commencing with the first month for which such widow or surviving divorced wife is first eligible for supplemental security income benefits under subchapter XVI, or State supplementary payments of the type referred to in section 1382e(a) of this title (or payments of the type described in section 212(a) of Public Law 93–66) which are paid by the Commissioner of Social Security under an agreement referred to in section 1382e(a) of this title (or in section 212(b) of Public Law 93–66), shall be included as one of the months of such waiting period for which the requirements of subparagraph (A) have been met.
The bill says: in subparagraph (B), by striking "paragraph (1)(F)(i)" and inserting "paragraph (1)(E)(i)"; and
42 U.S.C. 402(e)added (9)by H.R. 9519 Sec. 105(a)
(9) For purposes of paragraph (2)(A)(ii), the amount determined under such paragraph shall not exceed the primary insurance amount for such month of a hypothetical individual—(A) who became entitled to old-age insurance benefits upon attaining early retirement age during the month in which the deceased individual referred to in paragraph (1) became entitled to old-age or disability insurance benefits, or died (before becoming entitled to such benefits), and(B) to whom wages and self-employment income were credited in each of such hypothetical individual’s elapsed years (within the meaning of section 215(b)(2)(B)(iii)) in an amount equal to the national average wage index (as described in section 209(k)(1)) for each such year.
The bill says: by adding at the end the following:
42 U.S.C. 402(f)(1)(B)changedby H.R. 9519 Sec. 105(a)
The bill says: in subparagraph (B), by inserting "and" at the end;
42 U.S.C. 402(f)(1)(C)(iii)changedby H.R. 9519 Sec. 105(a)
(iii) was entitled, on the basis of such wages and self-employment income, to father's insurance benefits for the month preceding the month in which he attained retirement age (as defined in section 416(l) of this title),and
The bill says: in subparagraph (C)(iii), by striking "and" at the end;
42 U.S.C. 402(f)(1)removedby H.R. 9519 Sec. 105(a)
The bill says: by striking subparagraph (D);
42 U.S.C. 402(f)(1)renumberedby H.R. 9519 Sec. 105(a)
The bill says: by redesignating subparagraphs (E) and (F) as subparagraphs (D) and (E), respectively; and
42 U.S.C. 402(f)(1)changedby H.R. 9519 Sec. 105(a)
The bill says: in the flush matter following subparagraph (E)(ii), as so redesignated, by striking "or becomes entitled to an old-age insurance benefit" and all that follows through "such deceased individual,";
42 U.S.C. 402(f)changedby H.R. 9519 Sec. 105(a)
(2)(A) Except as provided in subsection (q) and subparagraph (D) of this paragraph, such widower’s insurance benefit for each month shall be equal to the greater of—(i) the primary insurance amount (as determined for purposes of this subsection after application of subparagraphs (B) and (C)) of such deceased individual, or(ii) subject to paragraph (9), in the case of a fully insured widower, 75 percent of the sum of any old-age or disability insurance benefit for which the widower is entitled for such month and the primary insurance amount (as determined for purposes of this subsection after application of subparagraphs (B) and (C)) of such deceased individual.
The bill says: by striking subparagraph (A) in paragraph (2) and inserting the following:
42 U.S.C. 402(f)(5)(A)changedby H.R. 9519 Sec. 105(a)
(5)(A) The waiting period referred to inparagraph (1)(F)paragraph (1)(E), in the case of any widower or surviving divorced husband, is the earliest period of five consecutive calendar months— (i) throughout which he has been under a disability, and (ii) which begins not earlier than with whichever of the following is the later: (I) the first day of the seventeenth month before the month in which his application is filed, or (II) the first day of the fifth month before the month in which the period specified in paragraph (4) begins.
The bill says: in subparagraph (A), by striking "paragraph (1)(F)" and inserting "paragraph (1)(E)"; and
42 U.S.C. 402(f)(5)(B)changedby H.R. 9519 Sec. 105(a)
(B) For purposes ofparagraph (1)(F)(i)paragraph (1)(E)(i), each month in the period commencing with the first month for which such widower or surviving divorced husband is first eligible for supplemental security income benefits under subchapter XVI, or State supplementary payments of the type…
The bill says: in subparagraph (B), by striking "paragraph (1)(F)(i)" and inserting "paragraph (1)(E)(i)"; and
42 U.S.C. 402(f)added (9)by H.R. 9519 Sec. 105(a)
(9) For purposes of paragraph (2)(A)(ii), the amount determined under such paragraph shall not exceed the primary insurance amount for such month of a hypothetical individual—(A) who became entitled to old-age insurance benefits upon attaining early retirement age during the month in which the deceased individual referred to in paragraph (1) became entitled to old-age or disability insurance benefits, or died (before becoming entitled to such benefits), and(B) to whom wages and self-employment income were credited in each of such hypothetical individual’s elapsed years (within the meaning of section 215(b)(2)(B)(iii)) in an amount equal to the national average wage index (as described in section 209(k)(1)) for each such year.
The bill says: by adding at the end the following:
42 U.S.C. 402added (aa)by H.R. 9519 Sec. 106(a)
(aa) Increase in benefit amounts on account of long-Term eligibility.—(1) In the case of an individual who is a qualified beneficiary for a calendar year after 2026, the amount of any monthly insurance benefit of such qualified beneficiary under this section or section 223 for any month in such calendar year shall be increased in accordance with paragraph (3).(2)(A) For purposes of this subsection, the term qualified beneficiary for a calendar year means an individual in any case in which such calendar year is at least the 16th year beginning after the applicable year of eligibility for such individual.(B) For purposes of this subsection, the applicable year of eligibility for an individual is the year in which the individual on whose wages and self-employment income the monthly insurance benefit is based initially became eligible (or died before becoming eligible) for old-age insurance benefits under subsection (a) or disability insurance benefits under section 223.(3)(A) The increase required under paragraph (1) with respect to the monthly insurance benefit of an individual who is a qualified beneficiary for a calendar year shall be equal to the applicable percentage (specified for such benefit in subparagraph (B)) of the full increase amount for such calendar year (determined under subparagraph (C)).(B) The applicable percentage specified for a monthly insurance benefit under this subparagraph for a calendar year is the percentage specified, in connection with the year described in the following table, as follows: The applicable If the year described is: percentage is: the 16th year beginning after the applicable year of eligibility 20 percent the 17th year beginning after the applicable year of eligibility 40 percent the 18th year beginning after the applicable year of eligibility 60 percent the 19th year beginning after the applicable year of eligibility 80 percent the 20th year beginning after the applicable year of eligibility or later 100 percent.(C)(i) Except as provided in clause (ii), the full increase amount determined under this subparagraph for a calendar year in connection with the monthly insurance benefit of a qualified beneficiary is a dollar amount equal to 5 percent of the primary insurance amount of a putative individual if—(I) such primary insurance amount were determined for January of such calendar year;(II) on January 1 of the applicable year of eligibility for the qualified beneficiary, such putative individual were fully insured, attained retirement age (as defined in section 216(l)(2)) and were otherwise eligible for, and applied for, old-age insurance benefits; and(III) such putative individual’s average indexed monthly earnings taken into account in determining such primary insurance amount were equal to 1/12 of the national average wage index (as defined in section 209(k)(1)) for the second year prior to such applicable year of eligibility.(ii)(I) In the case of a monthly insurance benefit under subsection (b) or (c), the full increase amount determined under this subparagraph shall be one-half the amount determined under clause (i).(II) In the case of a monthly insurance benefit under subsection (d), (g), or (h), the full increase amount determined under this subparagraph shall be the percentage of the amount determined under clause (i) equal to the ratio which the amount of such benefit bears to the primary insurance amount (before the application of section 203(a)) of the individual on whose wages and self-employment income the monthly insurance benefit is based.(4) In the case of a qualified beneficiary who is entitled to two or more monthly insurance benefits under this title for the same month—(A) the earliest applicable year of eligibility for such beneficiary with respect to such benefits shall be treated as the applicable year of eligibility for such beneficiary for the purposes of this subsection; and(B) such beneficiary shall be entitled to an increase with respect only to one such benefit.(5) This subsection shall be applied to monthly insurance benefits after any increase under subsection (w) and any applicable reductions and deductions under this title.
The bill says: Section 202 of the Social Security Act (42 U.S.C. 402) is amended by adding at the end the following new subsection:
42 U.S.C. 423(a)(2)changedby H.R. 9519 Sec. 106(b)
The bill says: Section 223(a)(2) of such Act (42 U.S.C. 423(a)(2)) is amended by striking "section 202(q)" and inserting "sections 202(q) and 202(aa)".
42 U.S.C. 409(k)(1)changedby H.R. 9519 Sec. 106(b)
The bill says: Section 209(k)(1) of such Act (42 U.S.C. 409(k)(1)) is amended by inserting "202(aa)(3)(C)(i)(II)," before "203(f)(8)(B)(ii)".
42 U.S.C. 434added 235by H.R. 9519 Sec. 107(a)
235 Deemed wages for caregivers of dependent relatives.—(a) Definitions.— For purposes of this section—(1)(A) Subject to subparagraph (B), the term qualifying year means, in connection with an individual, any calendar year during which such individual was engaged for not less than 960 hours in providing care to a dependent relative without monetary compensation.(B) The term qualifying year does not include any year ending after the date on which such individual attains retirement age (as defined in section 216(l)).(2) The term dependent relative means, in connection with an individual—(A) a child, grandchild, niece, or nephew (of such individual or such individual’s spouse or domestic partner), or a child to which the individual or the individual’s spouse or domestic partner is standing in loco parentis, who is under the age of 12; or(B) a child, grandchild, niece, or nephew (of such individual or such individual’s spouse or domestic partner), a child to which the individual or the individual’s spouse or domestic partner is standing in loco parentis, a parent, grandparent, sibling, aunt, or uncle (of such individual or his or her spouse or domestic partner), or such individual’s spouse or domestic partner, if such child, grandchild, niece, nephew, parent, grandparent, sibling, aunt, uncle, spouse, or domestic partner is a chronically dependent individual.(3)(A) The term chronically dependent individual means an individual who—(i) is dependent on a daily basis on verbal reminding, physical cueing, supervision, or other assistance provided to the individual by another person in the performance of at least two of the activities of daily living (described in subparagraph (B)) or instrumental activities of daily living (described in subparagraph (C)); and(ii) without the assistance described in clause (i), could not perform such activities of daily living or instrumental activities of daily living.(B) The "activities of daily living" referred to in subparagraph (A) means basic personal everyday activities, including—(i) eating;(ii) bathing;(iii) dressing;(iv) toileting; and(v) transferring in and out of a bed or in and out of a chair.(C) The "instrumental activities of daily living" referred to in subparagraph (A) means activities related to living independently in the community, including—(i) meal planning and preparation;(ii) managing finances;(iii) shopping for food, clothing, or other essential items;(iv) performing essential household chores;(v) communicating by phone or other form of media; and(vi) traveling around and participating in the community.(b) Deemed Wages of Caregiver.—(1)(A) For purposes of determining entitlement to and the amount of any monthly benefit for any month after December 2026, or entitlement to any lump-sum death payment in the case of a death after such month, payable under this title on the basis of the wages and self-employment income of any individual, including for purposes of determining such individual’s insured status for purposes of sections 214, 216(i)(3), and 223(c), such individual shall be deemed to have been paid during each qualifying year (in addition to wages or self-employment income actually paid to or derived by such individual during such year) at an amount per year equal to—(i) in the case of a qualifying year during which no wages, self-employment income, or earnings from noncovered service were actually paid to or derived by such individual, 50 percent of the national average wage index (as defined in section 209(k)(1)) for the second calendar year preceding such calendar year; and(ii) in the case of any other qualifying year, the excess of the amount determined under clause (i) over 1/2 of the wages, self-employment income, and earnings from noncovered service actually paid to or derived by such individual during such year.(B) In any case in which there are more than 5 qualifying years for an individual, the 5 qualifying years taken into account for purposes of this section shall be the 5 qualifying years (whether or not consecutive) which result in the largest monthly benefits payable under this title on the basis of the wages and self-employment income of the individual for months after December 2026.(C) For purposes of this paragraph, the term earnings from noncovered service means earnings for service which did not constitute "employment" as defined in section 210 for purposes of this title.(2) Paragraph (1) shall not be applicable in the case of any monthly benefit or lump-sum death payment if a larger such benefit or payment, as the case may be, would be payable without its application.(3) Any assistance or support services provided to caregivers under section 1720G of title 38, United States Code, shall not be considered wages or self-employment income for the purposes of this section.(c) Rules and regulations.—(1) Not later than 1 year after the date of the enactment of this section, the Commissioner of Social Security shall promulgate such regulations as are necessary to carry out this section and to prevent fraud and abuse with respect to the benefits under this section, including regulations establishing procedures for the application and certification requirements described in paragraph (2).(2) A qualifying year shall not be taken into account under this section with respect to an individual unless—(A) the individual submits to the Commissioner of Social Security an application under this section that includes—(i) the name and identifying information of the dependent relative with respect to whom the individual was engaged in providing care during such year;(ii) if the dependent relative is not a child under the age of 12, documentation from the physician of the dependent relative explaining why the dependent relative is a chronically dependent individual; and(iii) such other information as the Commissioner may require to verify the status of the dependent relative; and(B) for every qua
The bill says: Title II of the Social Security Act is amended by adding after section 234 (42 U.S.C. 434) the following new section:
42 U.S.C. 409(k)(1)changedby H.R. 9519 Sec. 107(b)
(1) For purposes of sections 403(f)(8)(B)(ii), 413(d)(2)(B), 415(a)(1)(B)(ii), 415(a)(1)(C)(ii), 415(a)(1)(D), 415(b)(3)(A)(ii), 415(i)(1)(E), 415(i)(2)(C)(ii), 424a(f)(2)(B),and430(b)(2) (and 430(b)(2) of this title as in effect immediately prior to the enactment of the Social Security Amendments of 1977), the term 'national average wage index' for any particular calendar year means, subject to regulations of the Commissioner of Social Security under paragraph (2), the average of the total wages for such particular calendar year.
The bill says: by striking "and" before "230(b)(2)" the first time it appears; and
42 U.S.C. 409(k)(1)changedby H.R. 9519 Sec. 107(b)
(1) For purposes of sections 403(f)(8)(B)(ii), 413(d)(2)(B), 415(a)(1)(B)(ii), 415(a)(1)(C)(ii), 415(a)(1)(D), 415(b)(3)(A)(ii), 415(i)(1)(E), 415(i)(2)(C)(ii), 424a(f)(2)(B), and 430(b)(2) (and 430(b)(2) of this title as in effect immediately prior to the enactment of the Social Security Amendments of 1977), and 235(b)(1)(A)(i), the term 'national average wage index' for any particular calendar year means, subject to regulations of the Commissioner of Social Security under paragraph (2), the average of the total wages for such particular calendar year.
The bill says: by inserting "and 235(b)(1)(A)(i)," after "1977),".
42 U.S.C. 423(a)(1)changedby H.R. 9519 Sec. 108(a)
The bill says: in paragraph (1), in the matter following subparagraph (E), by striking "(i) for each month" and all that follows through "under such disability," and inserting "for each month beginning with the first month during all of which the individual is under a disability and in which the individual becomes entitled to such insurance benefits"; and
42 U.S.C. 423(a)(2)changedby H.R. 9519 Sec. 108(a)
(2) Except as provided in section 402(q) of this title and section 415(b)(2)(A)(ii) of this title, such individual's disability insurance benefit for any month shall be equal to his primary insurance amount for such month determined under section 415 of this titleas though he had attained age 62as though he had attained age 62 in the first month for which he becomes entitled to such disability insurance benefits, and as though in— (A) the first month of his waiting period, or (B) in any case in which clause (ii) of paragraph (1) of this subsection is applicable, the first month for which he becomes entitled to such disability insurance benefits,
The bill says: by striking "as though he had attained age 62" and all that follows through "and as though" and inserting "as though he had attained age 62 in the first month for which he becomes entitled to such disability insurance benefits, and as though"; and
42 U.S.C. 423(a)(2)changedby H.R. 9519 Sec. 108(a)
The bill says: by striking "in or before the first month referred to in subparagraph (A) or (B) of such sentence, as the case may be," and inserting "in or before such month,".
42 U.S.C. 402(e)(1)(C)(ii)(III)changedby H.R. 9519 Sec. 108(b)
(III) has in effect a certificate (described inparagraph (8)paragraph (6)) filed by her with the Commissioner of Social Security, in accordance with regulations prescribed by the Commissioner of Social Security, in which she elects to receive widow's insurance benefits (subject to reduction as provided in subsection (q)), or
The bill says: in subparagraph (C)(ii)(III), by striking "paragraph (8)" and inserting "paragraph (6)"; and
42 U.S.C. 402(e)(1)changedby H.R. 9519 Sec. 108(b)
The bill says: by striking "beginning with—" and all that follows through "and ending" and inserting "beginning with the first month in which she becomes so entitled to such insurance benefits and ending"; and
42 U.S.C. 402(e)removedby H.R. 9519 Sec. 108(b)
The bill says: by striking paragraph (5) and redesignating paragraphs (6) through (8) as paragraphs (5) through (7), respectively; and
42 U.S.C. 402(f)(1)(C)(ii)(III)changedby H.R. 9519 Sec. 108(b)
(III) has in effect a certificate (described inparagraph (8)paragraph (6)) filed by him with the Commissioner of Social Security, in accordance with regulations prescribed by the Commissioner of Social Security, in which he elects to receive widower's insurance benefits (subject to reduction as provided in subsection (q)), or
The bill says: in subparagraph (C)(ii)(III), by striking "paragraph (8)" and inserting "paragraph (6)"; and
42 U.S.C. 402(f)(1)changedby H.R. 9519 Sec. 108(b)
The bill says: by striking "beginning with—" and all that follows through "and ending" and inserting "beginning with the first month in which he becomes so entitled to such insurance benefits and ending"; and
42 U.S.C. 402(f)removedby H.R. 9519 Sec. 108(b)
The bill says: by striking paragraph (5) and redesignating paragraphs (6) through (8) as paragraphs (5) through (7), respectively.
42 U.S.C. 423(a)(1)changedby H.R. 9519 Sec. 109(a)
The bill says: Section 223(a)(1) of the Social Security Act (42 U.S.C. 423(a)(1)) is amended, in the matter following subparagraph (E), by striking "the earlier of" and all that follows through "the 36 months following such period of trial work in which he engages or is determined able to engage in substantial gainful activity" and inserting "the third month following the earliest month after the end of such period of trial work with respect to which such individual is determined to no longer be suffering from a disabling physical or mental impairment".
42 U.S.C. 402(d)(1)(G)(i)changedby H.R. 9519 Sec. 109(a)
…following the month in which his disability ceases; except that, in the case of an individual who has a period of trial work which ends as determined by application of section 422(c)(4)(A) of this title, the termination month shall bethe earlier ofthe third month following the earliest month after the end of such period of trial work with respect to which such individual is determined to no longer be suffering from a disabling physical or mental impairment, (I) the third month following the earliest month after the end of such period of trial work with respect to which such individual is determined to no longer be suffering from a disabling physical or mental impairment, or (II) the third…
The bill says: Section 202(d)(1)(G)(i) of such Act (42 U.S.C. 402(d)(1)(G)(i)) is amended by striking "the earlier of" and all that follows through "substantial gainful activity)," and inserting "the third month following the earliest month after the end of such period of trial work with respect to which such individual is determined to no longer be suffering from a disabling physical or mental impairment,".
42 U.S.C. 426(b)changedby H.R. 9519 Sec. 109(a)
The bill says: Section 226(b) of such Act (42 U.S.C. 426(b)) is amended, in the matter following paragraph (2), by striking "For purposes of this subsection" and all that follows through the end.
42 U.S.C. 423removedby H.R. 9519 Sec. 109(a)
The bill says: Section 223 of such Act (42 U.S.C. 423) is amended by striking subsection (i).
42 U.S.C. 423(e)rewrittenby H.R. 9519 Sec. 109(b)
(e)(1) Any benefit otherwise payable to an individual for a month under subsection (d)(1)(B)(ii), (d)(6)(A)(ii), (d)(6)(B), (e)(1)(B)(ii), or (f)(1)(B)(ii) of section 202 or under subsection (a)(1) of this section shall be reduced by $1 for each $2 by which the individual’s earnings derived from services for such month exceeds the amount specified in paragraph (2) with respect to such month, except that—(A) in the case of an individual who has a period of trial work (as defined in section 222(c)), no reduction may be applied to any benefit of such individual under this title for any month prior to the third month after the end of the individual’s period of trial work; and(B) such benefit may not be reduced below $0.(2) The amount specified in this paragraph with respect to a month shall be the amount of monthly earnings derived from services established by the Commissioner (under regulations issued pursuant to section 223(d)(4)(A)) to represent substantial gainful activity in the case of a blind individual for such month.(3) In the case of a benefit otherwise payable to an individual for a month under section 202 on the basis of the wages and self-employment income of an individual whose benefit is reduced pursuant to paragraph (1), such benefit shall be reduced for such month by the same proportion as the reduction made pursuant to paragraph (1).
The bill says: Section 223(e) of such Act (42 U.S.C. 423(e)) is amended to read as follows:
42 U.S.C. 423(a)(2)changedby H.R. 9519 Sec. 109(b)
The bill says: Section 223(a)(2) of such Act (42 U.S.C. 423(a)(2)) is amended by striking "and section 215(b)(2)(A)(ii)" and inserting ", section 215(b)(2)(A)(ii), and subsection (e) of this section".
42 U.S.C. 1320b-19(h)(5)renumberedby H.R. 9519 Sec. 109(c)
The bill says: Section 1148(h)(5) of such Act (42 U.S.C. 1320b–19(h)(5)) is amended by redesignating subparagraph (C) as subparagraph (D) and inserting after subparagraph (B) the following:
42 U.S.C. 402(d)(1)(B)rewrittenby H.R. 9519 Sec. 110(a)
(B) at the time such application was filed was unmarried and—(i) had not attained the age of 18,(ii) was a full-time elementary or secondary school student and had not attained the age of 22,(iii) was a qualifying post-secondary school student and had not attained the age of 26, or(iv) is under a disability (as defined in section 223(d)) which began before he attained the age of 22, and
The bill says: Section 202(d)(1)(B) of the Social Security Act (42 U.S.C. 402(d)(1)(B)) is amended to read as follows:
42 U.S.C. 402(d)(7)(A)changedby H.R. 9519 Sec. 110(b)
The bill says: by inserting "and a "qualifying post-secondary school student" is an individual who is in at least half-time attendance as a student at a post-secondary educational institution" before ", as determined by the Commissioner";
42 U.S.C. 402(d)(7)(A)changedby H.R. 9519 Sec. 110(b)
The bill says: by inserting "or a "qualifying post-secondary school student"" before "if he is paid by his employer";
42 U.S.C. 402(d)(7)(A)changedby H.R. 9519 Sec. 110(b)
…of the standards and practices of the schools involved, except that no individual shall be considered a "full-time elementary or secondary school student" if he is paid by his employer while attending an elementary or secondary school or a post-secondary educational institution, as applicable, at the request, or pursuant to a requirement, of his employer. An individual shall not be considered a "full-time elementary or secondary school student" for the purpose of this section while that individual is confined in a jail, prison,…
The bill says: by inserting "or a post-secondary educational institution, as applicable," before "at the request";
42 U.S.C. 402(d)(7)(A)changedby H.R. 9519 Sec. 110(b)
The bill says: by inserting "or a "qualifying post-secondary school student"" before "for the purpose of this section"; and
42 U.S.C. 402(d)(7)(A)changedby H.R. 9519 Sec. 110(b)
…pursuant to his conviction of an offense (committed after the effective date of this sentence 1 ) which constituted a felony under applicable law. An individual who is determined to be a full-time elementary or secondary school student or a qualifying post-secondary school student shall be deemed to be such a student throughout the month with respect to which such determination is made.
The bill says: by inserting "or a qualifying post-secondary school student" before "shall be deemed"; and
42 U.S.C. 402(d)(7)(B)changedby H.R. 9519 Sec. 110(b)
(B) Except to the extent provided in such regulations, an individual shall be deemed to be a full-time elementary or secondary school student or a qualifying post-secondary school student during any period of nonattendance at an elementary or secondary school at which he has been in full-time attendance if (i) such period is 4 calendar months or less, and (ii) he shows to the satisfaction of the Commissioner of Social…
The bill says: by inserting "or a qualifying post-secondary school student" before "during any period";
42 U.S.C. 402(d)(7)(B)changedby H.R. 9519 Sec. 110(b)
(B) Except to the extent provided in such regulations, an individual shall be deemed to be a full-time elementary or secondary school student during any period of nonattendance at an elementary or secondary school at which he has been in full-time attendance or, in the case of a qualifying post-secondary school student, any period of nonattendance at a post-secondary educational institution at which the individual has been in at least half-time attendance if (i) such period is 4 calendar months or less, and (ii) he shows to the satisfaction of the Commissioner of Social Security that he intends to continue to be in full-time attendance at an elementary or secondary school immediately…
The bill says: by inserting "or, in the case of a qualifying post-secondary school student, any period of nonattendance at a post-secondary educational institution at which the individual has been in at least half-time attendance" after "full-time attendance"; and
42 U.S.C. 402(d)(7)(B)addedby H.R. 9519 Sec. 110(b)
The bill says: Section 202(d)(7)(B) of such Act (42 U.S.C. 402(d)(7)(B)) is amended by adding at the end the following sentence: "An individual who has been in full-time attendance at an elementary or secondary school shall, during a succeeding period of nonattendance at such school, be deemed to be a qualifying post-secondary school student if (i) such period is 4 calendar months or less, and (ii) the individual shows to the satisfaction of the Commissioner that he intends to be in at least half-time attendance at a post-secondary educational institution immediately following such period.".
42 U.S.C. 402(d)(7)(C)added (iii)by H.R. 9519 Sec. 110(c)
(iii) A "post-secondary educational institution" is an institution described in section 102 of the Higher Education Act of 1965 (20 U.S.C. 1002).
The bill says: Section 202(d)(7)(C) of such Act (42 U.S.C. 402(d)(7)(C)) is amended by adding at the end the following:
42 U.S.C. 402(d)(1)(E)changedby H.R. 9519 Sec. 110(d)
(E) the month in which such child attains the age of 18, but only if he (i) is not under a disability (as so defined) at the time he attains such age, and (ii) is not a full-time elementary or secondary school student or a qualifying post-secondary school student during any part of such month,
The bill says: Section 202(d)(1)(E) of such Act (42 U.S.C. 402(d)(1)(E)) is amended by inserting "or a qualifying post-secondary school student" after "student".
42 U.S.C. 402(d)(1)(F)changedby H.R. 9519 Sec. 110(d)
(F) if such child was not under a disability (as so defined) at the time he attained the age of 18,the earlier of—(i) the first month during no part of which he is a full-time elementary or secondary school student, or (ii) the month in which he attains the age of 19,
The bill says: Section 202(d)(1)(F) of such Act (42 U.S.C. 402(d)(1)(F)) is amended by striking "the earlier of—" and all that follows through "the age of 19," and inserting the following:
42 U.S.C. 402(d)(1)(G)changedby H.R. 9519 Sec. 110(d)
(if later) the earlier of—(i) the first month during no part of which the child is a full-time elementary or secondary school student or a qualifying post-secondary school student,(ii) the month in which the child attains the age of 22, but only if the child is not a qualifying post-secondary school student during any part of such month, or(iii) the month in which the child attains the age of 26,
The bill says: Section 202(d)(1)(G) of such Act (42 U.S.C. 402(d)(1)(G)) is amended by striking "(if later)" and all that follows through the "the age of 19," and inserting the following:
42 U.S.C. 402(d)(6)(A)rewrittenby H.R. 9519 Sec. 110(d)
(A)(i) is a full-time elementary or secondary school student and has not attained the age of 22,(ii) is a qualifying post-secondary school student and has not attained the age of 26, or(iii) is under a disability (as defined in section 223(d)) and has not attained the age of 22, or
The bill says: Section 202(d)(6)(A) of such Act (42 U.S.C. 402(d)(6)(A)) is amended to read as follows:
42 U.S.C. 402(d)(6)(D)rewrittenby H.R. 9519 Sec. 110(d)
(D) the earlier of— but only if he is not under a disability (as so defined) in such earlier month; or(i) the first month during no part of which the child is a full-time elementary or secondary school student or a qualifying post-secondary school student,(ii) the month in which the child attains the age of 22, but only if the child is not a qualifying post-secondary school student during any part of such month, or(iii) the month in which the child attains the age of 26,
The bill says: Section 202(d)(6)(D) of such Act (42 U.S.C. 402(d)(6)(D)) is amended to read as follows:
42 U.S.C. 402(d)(6)(E)changedby H.R. 9519 Sec. 110(d)
(E) if he was under a disability (as so defined), the termination month (as defined in paragraph (1)(G)(i)), subject to section 423(e) of this title, or(if later)the earlier of— (i) the first month during no part of which he is a full-time elementary or secondary school student, or (ii) the month in which he attains the age of 19.
The bill says: Section 202(d)(6)(E) of such Act (42 U.S.C. 402(d)(6)(E)) is amended by striking "(if later)" and all that follows to the end and inserting the following:
42 U.S.C. 402(d)(7)(D)changedby H.R. 9519 Sec. 110(d)
(D)A child who(i) A child who attains age 19 at a time when he is a full-time elementary or secondary school student (as defined in subparagraph (A) of this paragraph and without application of subparagraph (B) of such paragraph) but has not (at such time) completed…
The bill says: by striking "A child who" and inserting "(i) A child who";
42 U.S.C. 402(d)(7)(D)changedby H.R. 9519 Sec. 110(d)
(D) A child who attainsage 19age 22 at a time when he is a full-time elementary or secondary school student (as defined in subparagraph (A) of this paragraph and without application of subparagraph (B) of such paragraph) but has not (at such time) completed the requirements…
The bill says: by striking "age 19" and inserting "age 22";
42 U.S.C. 402(d)(7)(D)changedby H.R. 9519 Sec. 110(d)
…(C)(i)) shall be deemed (for purposes of determining whether his entitlement to benefits under this subsection has terminated under paragraph (1)(F) and for purposes of determining his initial entitlement to such benefits underclause (i) of paragraph (1)(B)clause (ii) of paragraph (1)(B)) not to have attained such age until the first day of the first month following the end of the quarter or semester in which he is enrolled at such time (or, if the elementary or secondary school (as defined in this paragraph) in which he…
The bill says: by striking "clause (i) of paragraph (1)(B)" and inserting "clause (ii) of paragraph (1)(B)"; and
42 U.S.C. 402(d)(7)(D)added (ii)by H.R. 9519 Sec. 110(d)
(ii) A child who attains age 26 at a time when he is a qualifying post-secondary school student (as defined in subparagraph (A) of this paragraph and without application of subparagraph (B) of such paragraph) but has not (at such time) completed the requirements for, or received, a diploma or equivalent certificate from a post-secondary educational institution (as defined in subparagraph (C)(iii)) shall be deemed (for purposes of determining whether his entitlement to benefits under this subsection has terminated under paragraph (1)(F) and for purposes of determining his initial entitlement to such benefits under clause (iii) of paragraph (1)(B)) not to have attained such age until the first day of the first month following the end of the quarter or semester in which he is enrolled at such time (or, if the post-secondary educational institution (as so defined) in which he is enrolled is not operated on a quarter or semester system, until the first day of the first month following the completion of the course in which he is so enrolled or until the first day of the third month beginning after such time, whichever first occurs).
The bill says: by adding at the end the following:
42 U.S.C. 401(1)(C)changedby H.R. 9519 Sec. 111(a)
The bill says: in paragraph (1)(C), by inserting "except as provided in paragraph (9)," before "was dependent"; and
42 U.S.C. 401rewrittenby H.R. 9519 Sec. 111(a)
(9)(A) In the case of a child who is the child of an individual under clause (3) of the first sentence of section 216(e) and is not a child of such individual under clause (1) or (2) of such first sentence, the criteria specified in subparagraph (B) shall apply instead of the criteria specified in subparagraph (C) of paragraph (1).(B) The criteria of this subparagraph are that—(i) the child has been living with such individual in the United States for a period of not less than 12 months;(ii) the child has been receiving not less than ½ of the child's support from such individual for a period of not less than 12 months; and(iii) the period during which the child was living with such individual began before the child attained age 18.(C) In the case of a child who is less than 12 months old, such child shall be deemed to meet the requirements of subparagraph (B) if, on the date the child attains 1 year of age, such child has lived with such individual in the United States and received at least ½ of the child's support from such individual for substantially all of the period which began on the date of such child's birth.
The bill says: by amending paragraph (9) to read as follows:
42 U.S.C. 401changedby H.R. 9519 Sec. 111(a)
The bill says: by striking "grandchild or stepgrandchild of an individual or his spouse" and inserting "grandchild, stepgrandchild, or other first-degree, second-degree, third-degree, fourth-degree, or fifth-degree relative of an individual or the individual's spouse";
42 U.S.C. 401changedby H.R. 9519 Sec. 111(a)
The bill says: by striking "was no natural or adoptive parent" and inserting "is no living natural or adoptive parent";
42 U.S.C. 401changedby H.R. 9519 Sec. 111(a)
The bill says: by striking "was under a disability" and inserting "is under a disability";
42 U.S.C. 401changedby H.R. 9519 Sec. 111(a)
The bill says: by striking "living at the time" and all that follows through ", or (B)" and inserting ", (B)"; and
42 U.S.C. 401changedby H.R. 9519 Sec. 111(a)
The bill says: by inserting ", or (C) a court of competent jurisdiction has issued an order granting custody of such person to the individual or the individual’s spouse" before the first period.
42 U.S.C. 402(d)(1)changedby H.R. 9519 Sec. 111(b)
…beginning of such period of disability or at the time he became entitled to such benefits, (i) in the case of a child (as so defined) of such an individual who has died, the first month in which such child meets the criteria specified insubparagraphs (A), (B), and (C)subparagraphs (A) and (B) and subparagraph (C) or paragraph (9) (as applicable), or (ii) in the case of a child (as so defined) of an individual entitled to an old-age insurance benefit or to a disability insurance benefit, the first month throughout which such child is a child (as so defined) and meets the criteria…
The bill says: by striking "subparagraphs (A), (B), and (C)" and inserting "subparagraphs (A) and (B) and subparagraph (C) or paragraph (9) (as applicable)"; and
42 U.S.C. 402(d)(1)changedby H.R. 9519 Sec. 111(b)
…the case of a child (as so defined) of an individual entitled to an old-age insurance benefit or to a disability insurance benefit, the first month throughout which such child is a child (as so defined) and meets the criteria specified insubparagraphs (B) and (C)subparagraph (B) and subparagraph (C) or paragraph (9) (as applicable) (if in such month he meets the criterion specified in subparagraph (A)), (D) the month in which such child dies, or marries, (E) the month in which such child attains the age of 18, but only if he (i) is not under a disability (as so…
The bill says: by striking "subparagraphs (B) and (C)" and inserting "subparagraph (B) and subparagraph (C) or paragraph (9) (as applicable)".
42 U.S.C. 415(a)(1)(B)(ii)(I)changedby H.R. 9519 Sec. 112(a)
(I)the national(aa) the national average wage index (as defined in section 409(k)(1) of this title) for the second calendar year preceding the calendar year for which the determination is made, by
The bill says: by striking "the national" and inserting "(aa) the national"; and
42 U.S.C. 415(a)(1)(B)(ii)(I)changedby H.R. 9519 Sec. 112(a)
(I) the national average wage index (as defined in section 409(k)(1) of this title) for the second calendar year preceding the calendar year for which the determination is made, by; or
The bill says: by striking ", by" at the end and inserting "; or"; and
42 U.S.C. 415(a)(1)(B)(ii)added (bb)by H.R. 9519 Sec. 112(a)
(bb) if higher (and if such second calendar year is after 2026), the highest national average wage index (as so defined) for any calendar year before such second calendar year, by
The bill says: by adding at the end of subclause (I) the following:
42 U.S.C. 415(b)(3)(A)(ii)(I)changedby H.R. 9519 Sec. 112(a)
(I)the national(aa) the national average wage index (as defined in section 409(k)(1) of this title) for the second calendar year preceding the earliest of the year of the individual's death, eligibility for an old-age insurance benefit, or eligibility for a disability…
The bill says: by striking "the national" and inserting "(aa) the national"; and
42 U.S.C. 415(b)(3)(A)(ii)(I)changedby H.R. 9519 Sec. 112(a)
…in the 12-month period immediately preceding such death or eligibility, but there shall be counted instead the year of the individual's eligibility for the disability insurance benefit to which he was entitled in such 12-month period), by; or
The bill says: by striking ", by" at the end and inserting "; or"; and
42 U.S.C. 415(b)(3)(A)(ii)added (bb)by H.R. 9519 Sec. 112(a)
(bb) if higher (and if such second calendar year is after 2026), the highest national average wage index (as so defined) for any calendar year before such second calendar year, by
The bill says: by adding at the end of subclause (I) the following:
42 U.S.C. 424(f)(2)(B)(i)changedby H.R. 9519 Sec. 112(b)
The bill says: Section 224(f)(2)(B)(i) of such Act (42 U.S.C. 424(f)(2)(B)(i)) is amended by inserting "(or if higher (and if such calendar year is after 2026), the highest national average wage index (as so defined) for any calendar year before such calendar year)" after "made".
26 U.S.C. 3121(a)removedby H.R. 9519 Sec. 201(a)
The bill says: Section 3121(a) of the Internal Revenue Code of 1986 is amended by striking paragraph (1).
26 U.S.C. 6413(c)removedby H.R. 9519 Sec. 201(a)
The bill says: by striking paragraph (1), and
26 U.S.C. 6413(c)(2)(A)changedby H.R. 9519 Sec. 201(a)
The bill says: in paragraph (2)(A) by striking ", not to exceed an amount equal to the contribution and benefit base (as determined under section 230 of the Social Security Act) for any calendar year with respect to which such contribution and benefit base is effective,".
42 U.S.C. 411(b)rewrittenby H.R. 9519 Sec. 201(b)
(b) Self-Employment income.—(1) In general.— Subject to paragraph (2), the term self-employment income means the net earnings from self-employment derived by an individual, except that such term shall not include net earnings from self-employment if such net earnings for the taxable year are less than $400.(2) Definition and special rules.—(A) Nonresident aliens.— A nonresident alien individual shall not be treated as an individual for purposes of paragraph (1), except as provided by an agreement under section 233. An individual who is not a citizen of the United States but who is a resident of the Commonwealth of Puerto Rico, the Virgin Islands, Guam, or American Samoa shall not, for purposes of this subsection, be considered to be a nonresident alien individual.(B) Church employee.— In the case of church employee income, the special rules of subsection (i)(2) shall apply for purposes of paragraph (1).
The bill says: Section 211(b) of the Social Security Act (42 U.S.C. 411(b)) is amended to read as follows:
42 U.S.C. 411(i)(2)changedby H.R. 9519 Sec. 201(b)
The bill says: Section 211(i)(2) of the Social Security Act (42 U.S.C. 411(i)(2)) is amended by striking "(b)(2)" and inserting "(b)(1)" each place it appears.
42 U.S.C. 409(k)(1)changedby H.R. 9519 Sec. 201(c)
(1) For purposes of sections 403(f)(8)(B)(ii), 413(d)(2)(B), 415(a)(1)(B)(ii), 415(a)(1)(C)(ii), 415(a)(1)(D), 415(b)(3)(A)(ii), 415(i)(1)(E), 415(i)(2)(C)(ii), 424a(f)(2)(B), and 430(b)(2) (and 430(b)(2) of this title as in effect immediately prior to the enactment of the Social Security Amendments of 1977), the term 'national average wage index' for any particular calendar year means, subject to regulations of the Commissioner of Social Security under paragraph (2) and to paragraph (4), the average of the total wages for such particular calendar year.
The bill says: in paragraph (1), by inserting "and to paragraph (4)" after "paragraph (2)"; and
42 U.S.C. 409(k)added (4)by H.R. 9519 Sec. 201(c)
(4) For each calendar year after 2026, the national average wage index as defined in this section for such calendar year shall be deemed to be the national average wage index determined under the preceding paragraphs of this section increased by the following percentage:(A) For calendar years 2027 through 2032, 0.5 percent.(B) For calendar years 2033 through 2038, 0.6 percent.(C) For calendar years 2039 through 2044, 0.7 percent.(D) For calendar years 2045 through 2048, 0.8 percent.(E) For calendar years after 2048, 0.9 percent.
The bill says: by adding at the end the following:
42 U.S.C. 415(a)(1)(A)(ii)changedby H.R. 9519 Sec. 202(a)
(ii) 32 percent of the individual's average indexed monthly earnings to the extent that such earnings exceed the amount established for purposes of clause (i) but do not exceed the amount established for purposes of this clause by subparagraph (B),and
The bill says: in clause (ii), by striking "and" at the end;
42 U.S.C. 415(a)(1)(A)(iii)changedby H.R. 9519 Sec. 202(a)
The bill says: in clause (iii), by striking the comma at the end and inserting "but do not exceed one-twelfth of the contribution and benefit base determined for the applicable year under section 230"; and
42 U.S.C. 415(a)(1)(A)added (iv)by H.R. 9519 Sec. 202(a)
(iv) 1 percent of the individual’s averaged indexed monthly earnings to the extent that such earnings exceed one-twelfth of the contribution and benefit base determined for the applicable year under section 230.
The bill says: by inserting after clause (iii) the following:
42 U.S.C. 201a new sectionchangedby H.R. 9519 Sec. 202(b)
The bill says: Title II of the Social Security Act (42 U.S.C. 201 et seq.) is amended in section 215(e)(1), by inserting "and before 2027" after "after 1974".
26 U.S.C. 1411(a)(1)changedby H.R. 9519 Sec. 203(a)
the sum of—(A) 3.8 percent of the lesser of—(i) net investment income for such taxable year, or(ii) the excess (if any) of—(I) the modified adjusted gross income for such taxable year, over(II) the medicare contribution threshold amount, plus(B) 12.4 percent of the lesser of—(i) net investment income for such taxable year, or(ii) the excess (if any) of—(I) the modified adjusted gross income for such taxable year, over(II) the social security contribution threshold amount.
The bill says: Section 1411(a)(1) of the Internal Revenue Code of 1986 is amended by striking "3.8 percent" and all that follows and inserting
42 U.S.C. 401(a)rewrittenby H.R. 9519 Sec. 204(a)
(a) There is hereby created on the books of the Treasury of the United States a trust fund to be known as the "Social Security Trust Fund". The Social Security Trust Fund shall consist of the securities held by the Secretary of the Treasury for the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund and the amount standing to the credit of the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund on the books of the Treasury on January 1 of the first calendar year beginning after the date of the enactment of section 203 of the Social Security 2100 Act, which securities and amount the Secretary of the Treasury is authorized and directed to transfer to the Social Security Trust Fund, and, in addition, such gifts and bequests as may be made as provided in subsection (i)(1), and such amounts as may be appropriated to, or deposited in, the Social Security Trust Fund as hereinafter provided. There is hereby appropriated to the Social Security Trust Fund for the first fiscal year that begins after the date of the enactment of section 203 of the Social Security 2100 Act, and for each fiscal year thereafter, out of any moneys in the Treasury not otherwise appropriated, amounts equivalent to 100 percent of— The amounts appropriated by paragraphs (1), (2), and (3) shall be transferred from time to time from the general fund in the Treasury to the Social Security Trust Fund, such amounts to be determined on the basis of estimates by the Secretary of the Treasury of the taxes, specified in paragraphs (1), (2), and (3), paid to or deposited into the Treasury; and proper adjustments shall be made in amounts subsequently transferred to the extent prior estimates were in excess of or were less than the taxes specified in such paragraphs (1), (2), and (3). All amounts transferred to the Social Security Trust Fund under the preceding sentence shall be invested by the Managing Trustee in the same manner and to the same extent as the other assets of the Trust Fund. Notwithstanding the preceding sentence, in any case in which the Secretary of the Treasury determines that the assets of the Trust Fund would otherwise be inadequate to meet the Trust Fund's obligations for any month, the Secretary of the Treasury shall transfer to the Trust Fund on the first day of such month the total amount which would have been transferred to the Trust Fund under this section as in effect on October 1, 1990; and the Trust Fund shall pay interest to the general fund on the amount so transferred on the first day of any month at a rate (calculated on a daily basis, and applied against the difference between the amount so transferred on such first day and the amount which would have been transferred to the Trust Fund up to that day under the procedures in effect on January 1, 1983) equal to the rate earned by the investments of the Trust Fund in the same month under subsection (d).(1) the taxes imposed by chapter 21 (other than sections 3101(b) and 3111(b)) of the Internal Revenue Code of 1986 with respect to wages (as defined in section 3121 of such Code) reported to the Secretary of the Treasury pursuant to subtitle F of the Internal Revenue Code of 1986, as determined by the Secretary of the Treasury by applying the applicable rates of tax under such chapter (other than sections 3101(b) and 3111(b)) to such wages, which wages shall be certified by the Commissioner of Social Security on the basis of the records of wages established and maintained by such Commissioner in accordance with such reports;(2) the taxes imposed by chapter 2 (other than section 1401(b)) of the Internal Revenue Code of 1986 with respect to self-employment income (as defined in section 1402 of such Code) reported to the Secretary of the Treasury on tax returns under subtitle F of such Code, as determined by the Secretary of the Treasury by applying the applicable rate of tax under such chapter (other than section 1401(b)) to such self-employment income, which self-employment income shall be certified by the Commissioner of Social Security on the basis of the records of self-employment income established and maintained by the Commissioner of Social Security in accordance with such returns; and(3) the taxes imposed by paragraph (1)(B) and (2)(B) of section 1411(a) of the Internal Revenue Code of 1986.
The bill says: Section 201(a) of the Social Security Act (42 U.S.C. 401(a)) is amended to read as follows:
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
The bill says: in section 202(x)(3)(B)(iii), by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, as appropriate," and inserting "the Social Security Trust Fund";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
The bill says: in section 206(d)(5), by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, as appropriate" and inserting "the Social Security Trust Fund";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…Social Security on the basis of the records of self-employment income established and maintained by the Commissioner of Social Security in accordance with such returns. (c) Board of Trustees; duties; reports to Congress. With respect tothe Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fundthe Social Security Trust Fund (hereinafter in this subchapter called the "Trust Funds") there is hereby created a body to be known as the Board of Trustees of the Trust Funds (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall…
The bill says: in section 206(e)(3)(B), by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "the Social Security Trust Fund";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
The bill says: in section 208(b)(5)(A), by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, as appropriate" and inserting "the Social Security Trust Fund";
42 U.S.C. 401(i)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "the combined balance in the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "the balance in the Social Security Trust Fund"; and
42 U.S.C. 401(i)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "and reduced by the outstanding amount of any loan (including interest thereon) theretofore made to either such Fund from the Federal Hospital Insurance Trust Fund under section 201(l)"; and
42 U.S.C. 401(ii)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "the Social Security Trust Fund"; and
42 U.S.C. 401(ii)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "(other than payments" and all that follows through "and reducing" and inserting ", but reducing";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…with such returns. (c) Board of Trustees; duties; reports to Congress. With respect to the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund (hereinafter in this subchapter called the "Trust FundsTrust Fund") there is hereby created a body to be known as the Board of Trustees of theTrust FundsTrust Fund (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall be composed of the Commissioner of Social Security, the Secretary of the Treasury, the Secretary of Labor, and the Secretary of Health and Human Services, all ex officio, and of two members of the public (both of whom may not be from the same political party), who shall be nominated by the President for a term of four years and subject to confirmation by the Senate. A member of the Board of Trustees serving as a member of the public and nominated and confirmed to fill a vacancy occurring during a term shall be nominated and confirmed only for the remainder of such term. An individual nominated and confirmed as a member of the public may serve in such position after the expiration of such member's term until the earlier of the time at which the member's successor takes office or the time at which a report of the Board is first issued under paragraph (2) after the expiration of the member's term. The Secretary of the Treasury shall be the Managing Trustee of the Board of Trustees (hereinafter in this subchapter called the "Managing Trustee"). The Deputy Commissioner of Social Security shall serve as Secretary of the Board of Trustees. The Board of Trustees shall meet not less frequently than once each calendar year. It shall be the duty of the Board of Trustees to— (1) Hold theTrust FundsTrust Fund; (2) Report to the Congress not later than the first day of April of each year on the operation and status of theTrust FundsTrust Fund during the preceding fiscal year and on their expected operation and status during the next ensuing five fiscal years; (3) Report immediately to the Congress whenever the Board of Trustees is of the opinion that the amount of either of theTrust FundsTrust Fund is unduly small; (4) Recommend improvements in administrative procedures and policies designed to effectuate the proper coordination of the old-age and survivors insurance and Federal-State unemployment compensation program; and (5) Review the general policies followed in managing theTrust FundsTrust Fund, and recommend changes in such policies, including necessary changes in the provisions of the law which govern the way in which theTrust FundsTrust Fund are to be managed. (d) Investments. It shall be the duty of the Managing Trustee to invest such portion of theTrust FundsTrust Fund as is not, in his judgment, required to meet current withdrawals. Such investments may be made only in interest-bearing obligations of the United States or in obligations guaranteed as to both principal and interest by the United States. For such purpose such obligations may be acquired (1) on original issue at the issue price, or (2) by purchase of outstanding obligations at the market price. The purposes for which obligations of the United States may be issued under chapter 31 of title 31 are hereby extended to authorize the issuance at par of public-debt obligations for purchase by theTrust FundsTrust Fund. Such obligations issued for purchase by theTrust FundsTrust Fund shall have maturities fixed with due regard for the needs of theTrust FundsTrust Fund and shall bear interest at a rate equal to the average market yield (computed by the Managing Trustee on the basis of market quotations as of the end of the calendar month next preceding the date of such issue) on all marketable interest-bearing obligations of the United States then forming a part of the public debt which are not due or callable until after the expiration of four years from the end of such calendar month; except that where such average market yield is not a multiple of one-eighth of 1 per centum, the rate of interest of such obligations shall be the multiple of one-eighth of 1 per centum nearest such market yield. Each obligation issued for purchase by theTrust FundsTrust Fund under this subsection shall be evidenced by a paper instrument in the form of a bond, note, or certificate of indebtedness issued by the Secretary of the Treasury setting forth the principal amount, date of maturity, and interest rate of the obligation, and stating on its face that the obligation shall be incontestable in the hands of the Trust Fund to which it is issued, that the obligation is supported by the full faith and credit of the United States, and that the United States is pledged to the payment of the obligation with respect to both principal and interest. The Managing Trustee may purchase other interest-bearing obligations of the United States or obligations guaranteed as to both principal and interest by the United States, on original issue or at the market price, only where he determines that the purchase of such other obligations is in the public interest. (e) Sale of acquired obligations. Any obligations acquired by theTrust FundsTrust Fund (except public-debt obligations issued exclusively to theTrust FundsTrust Fund) may be sold by the Managing Trustee at the market price, and such public-debt obligations may be redeemed at par plus accrued interest. (f) Proceeds from sale or redemption of obligations; interest. The interest on, and the proceeds from the sale or redemption of, any obligations held in the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund shall be credited to and form a part of the Federal Old-Age and Survivors Insurance Trust Fund and the Disability Insurance Trust Fund, respectively. Payment from the general fund of the Treasury to either of theTrust FundsTrust Fund of any such interest or proceeds shall be in the form of paper checks drawn on such general fund to the order of such Trust Fund. (g) Payments into Treasury. (1)(A) The Managing Trustee of theTrust FundsTrust Fund (which for purposes of this paragraph shall include also the Federal Hospital Insurance Trust Fund and the Federal Supplementary Medical Insurance Trust Fund established by subchapter XVIII) is directed to pay from theTrust FundsTrust Fund into the Treasury— (i) 2 the amounts estimated by the Managing Trustee, the Commissioner of Social Security, and the Secretary of Health and Human Services which will be expended, out of moneys appropriated from the general fund in the Treasury, during a three-month period by the Department of Health and Human Services for the administration of subchapter XVIII of this chapter, and by the Department of the Treasury for the administration of subchapters II and XVIII of this chapter and chapters 2 and 21 of the Internal Revenue Code of 1986, less (ii) 2 the amounts estimated (pursuant to the applicable method prescribed under paragraph (4) of this subsection) by the Commissioner of Social Security which will be expended, out of moneys made available for expenditures from theTrust FundsTrust Fund, during such three-month period to cover the cost of carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 other than those referred to in clause (i) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. (i) 2 for fiscal year 1996, $260,000,000; (ii) 2 for fiscal year 1997, $360,000,000; (iii) for fiscal year 1998, $570,000,000; (iv) for fiscal year 1999, $720,000,000; (v) for fiscal year 2000, $720,000,000; (vi) for fiscal year 2001, $720,000,000; and (viii) 3 for fiscal year 2002, $720,000,000. (B) After the close of each fiscal year— (i) the Commissioner of Social Security shall determine— (I) the portion of the costs, incurred during such fiscal year, of administration of this subchapter, subchapter VIII, subchapter XVI, and subchapter XVIII for which the Commissioner is responsible and of carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of subparagraph (A)) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee, which should have been borne by the general fund of the Treasury, (II) the portion of such costs which should have been borne by the Federal Old-Age and Survivors Insurance Trust Fund, (III) the portion of such costs which should have been borne by the Federal Disability Insurance Trust Fund, (IV) the portion of such costs which should have been borne by the Federal Hospital Insurance Trust Fund, and (V) the portion of such costs which should have been borne by the Federal Supplementary Medical Insurance Trust Fund (and, of such portion, the portion of such costs which should have been borne by the Medicare Prescription Drug Account in such Trust Fund), and (ii) the Secretary of Health and Human Services shall determine— (I) the portion of the costs, incurred during such fiscal year, of the administration of subchapter XVIII for which the Secretary is responsible, which should have been borne by the general fund of the Treasury, (II) the portion of such costs which should have been borne by the Federal Hospital Insurance Trust Fund, and (III) the portion of such costs which should have been borne by the Federal Supplementary Medical Insurance Trust Fund (and, of such portion, the portion of such costs which should have been borne by the Medicare Prescription Drug Account in such Trust Fund). (C) After the determinations under subparagraph (B) have been made for any fiscal year, the Commisioner 4 of Social Security and the Secretary shall each certify to the Managing Trustee the amounts, if any, which should be transferred from one to any of the other suchTrust FundsTrust Fund and the amounts, if any, which should be transferred between theTrust FundsTrust Fund (or one of theTrust FundsTrust Fund) and the general fund of the Treasury, in order to ensure that each of theTrust FundsTrust Fund and the general fund of the Treasury have borne their proper share of the costs, incurred during such fiscal year, for— (i) the parts of the administration of this subchapter, subchapter VIII, subchapter XVI, and subchapter XVIII for which the Commissioner of Social Security is responsible, (ii) the parts of the administration of subchapter XVIII for which the Secretary is responsible, and (iii) carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of subparagraph (A)) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. (D) The determinations required under subclauses (IV) and (V) of subparagraph (B)(i) shall be made in accordance with the cost allocation methodology in existence on August 15, 1994, until such time as the methodology for making the determinations required under such subclauses is revised by agreement of the Commissioner and the Secretary, except that the determination of the amounts to be borne by the general fund of the Treasury with respect to expenditures incurred in carrying out the functions of the Social Security Administration specified in section 432 of this title and the functions of the Social Security Administration in connection with the withholding of taxes from benefits as described in section 407(c) of this title shall be made pursuant to the applicable method prescribed under paragraph (4). (2) The Managing Trustee is directed to pay from time to time from theTrust FundsTrust Fund into the Treasury the amount estimated by him as taxes imposed under section 3101(a) of the Internal Revenue Code of 1986 which are subject to refund under section 6413(c) of such Code with respect to wages (as defined in section 3121 of such Code). Such taxes shall be determined on the basis of the records of wages maintained by the Commissioner of Social Security in accordance with the wages reported to the Secretary of the Treasury or his delegate pursuant to subtitle F of such Code, and the Commissioner of Social Security shall furnish the Managing Trustee such information as may be required by the Trustee for such purpose. The payments by the Managing Trustee shall be covered into the Treasury as repayments to the account for refunding internal revenue collections. Payments pursuant to the first sentence of this paragraph shall be made from the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund in the ratio in which amounts were appropriated to suchTrust FundsTrust Fund under clause (3) of subsection (a) of this section and clause (1) of subsection (b) of this section. (3) Repayments made under paragraph (1) or (2) of this subsection shall not be available for expenditures but shall be carried to the surplus fund of the Treasury. If it subsequently appears that the estimates under either such paragraph in any particular period were too high or too low, appropriate adjustments shall be made by the Managing Trustee in future payments. (4) The Commissioner of Social Security shall utilize the method prescribed pursuant to this paragraph, as in effect immediately before August 15, 1994, for determining the costs which should be borne by the general fund of the Treasury of carrying out the functions of the Commissioner, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of paragraph (1)(A)). The Board of Trustees of suchTrust FundsTrust Fund shall prescribe the method of determining the costs which should be borne by the general fund in the Treasury of carrying out the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. If at any time or times thereafter the Boards of Trustees of suchTrust FundsTrust Fund consider such action advisable, they may modify the method of determining such costs. (h) Benefit payments. Benefit payments required to be made under section 423 of this title, and benefit payments required to be made under subsection (b), (c), or (d) of section 402 of this title to individuals entitled to benefits on the basis of the wages and self-employment income of an individual entitled to disability insurance benefits, shall be made only from the Federal Disability Insurance Trust Fund. All other benefit payments required to be made under this subchapter (other than section 426 of this title) shall be made only from the Federal Old-Age and Survivors Insurance Trust Fund. (i) Gifts and bequests. (1) The Managing Trustee may accept on behalf of the United States money gifts and bequests made unconditionally to the Federal Old-Age and Survivors Insurance Trust Fund, the Federal Disability Insurance Trust Fund, the Federal Hospital Insurance Trust Fund, or the Federal Supplementary Medical Insurance Trust Fund (and for the Medicare Prescription Drug Account and the Transitional Assistance Account in such Trust Fund) or to the Social Security Administration, the Department of Health and Human Services, or any part or officer thereof, for the benefit of any of such Funds or any activity financed through such Funds. (2) Any such gift accepted pursuant to the authority granted in paragraph (1) of this subsection shall be deposited in— (A) the specific trust fund designated by the donor or (B) if the donor has not so designated, the Federal Old-Age and Survivors Insurance Trust Fund. (j) Travel expenses. There are authorized to be made available for expenditure, out of the Federal Old-Age and Survivors Insurance Trust Fund, or the Federal Disability Insurance Trust Fund (as determined appropriate by the Commissioner of Social Security), such amounts as are required to pay travel expenses, either on an actual cost or commuted basis, to individuals for travel incident to medical examinations requested by the Commissioner of Social Security in connection with disability determinations under this subchapter, and to parties, their representatives, and all reasonably necessary witnesses for travel within the United States (as defined in section 410(i) of this title) to attend reconsideration interviews and proceedings before administrative law judges with respect to any determination under this subchapter. The amount available under the preceding sentence for payment for air travel by any person shall not exceed the coach fare for air travel between the points involved unless the use of first-class accommodations is required (as determined under regulations of the Commissioner of Social Security) because of such person's health condition or the unavailability of alternative accommodations; and the amount available for payment for other travel by any person shall not exceed the cost of travel (between the points involved) by the most economical and expeditious means of transportation appropriate to such person's health condition, as specified in such regulations. The amount available for payment under this subsection for travel by a representative to attend an administrative proceeding before an administrative law judge or other adjudicator shall not exceed the maximum amount allowable under this subsection for such travel originating within the geographic area of the office having jurisdiction over such proceeding. (k) Experiment and demonstration project expenditures. Expenditures made for experiments and demonstration projects under section 434 of this title shall be made from the Federal Disability Insurance Trust Fund and the Federal Old-Age and Survivors Insurance Trust Fund, as determined appropriate by the Commissioner of Social Security. (l) Interfund borrowing. (1) If at any time prior to January 1988 the Managing Trustee determines that borrowing authorized under this subsection is appropriate in order to best meet the need for financing the benefit payments from the Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, the Managing Trustee may borrow such amounts as he determines to be appropriate from the other such Trust Fund, or, subject to paragraph (5), from the Federal Hospital Insurance Trust Fund established under section 1395i of this title, for transfer to and deposit in the Trust Fund whose need for financing is involved. (2) In any case where a loan has been made to a Trust Fund under paragraph (1), there shall be transferred on the last day of each month after such loan is made, from the borrowing Trust Fund to the lending Trust Fund, the total interest accrued to such day with respect to the unrepaid balance of such loan at a rate equal to the rate which the lending Trust Fund would earn on the amount involved if the loan were an investment under subsection (d) (even if such an investment would earn interest at a rate different than the rate earned by investments redeemed by the lending fund in order to make the loan). (3)(A) If in any month after a loan has been made to a Trust Fund under paragraph (1), the Managing Trustee determines that the assets of such Trust Fund are sufficient to permit repayment of all or part of any loans made to such Fund under paragraph (1), he shall make such repayments as he determines to be appropriate. (B)(i) If on the last day of any year after a loan has been made under paragraph (1) by the Federal Hospital Insurance Trust Fund to the Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, the Managing Trustee determines that the OASDI trust fund ratio exceeds 15 percent, he shall transfer from the borrowing Trust Fund to the Federal Hospital Insurance Trust Fund an amount that— (I) together with any amounts transferred from another borrowing Trust Fund under this paragraph for such year, will reduce the OASDI trust fund ratio to 15 percent; and (II) does not exceed the outstanding balance of such loan. (ii) Amounts required to be transferred under clause (i) shall be transferred on the last day of the first month of the year succeeding the year in which the determination described in clause (i) is made. (iii) For purposes of this subparagraph, the term "OASDI trust fund ratio" means, with respect to any calendar year, the ratio of— (I) the combined balance in the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, as of the last day of such calendar year, to (II) the amount estimated by the Commissioner of Social Security to be the total amount to be paid from the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund during the calendar year following such calendar year for all purposes authorized by this section (other than payments of interest on, and repayments of, loans from the Federal Hospital Insurance Trust Fund under paragraph (1), but excluding any transfer payments between such trust funds and reducing the amount of any transfer to the Railroad Retirement Account by the amount of any transfers into either such trust fund from that Account). (C)(i) The full amount of all loans made under paragraph (1) (whether made before or after January 1, 1983) shall be repaid at the earliest feasible date and in any event no later than December 31, 1989. (ii) For the period after December 31, 1987, and before January 1, 1990, the Managing Trustee shall transfer each month to the Federal Hospital Insurance Trust Fund from any Trust Fund with any amount outstanding on a loan made from the Federal Hospital Insurance Trust Fund under paragraph (1) an amount not less than an amount equal to (I) the amount owed to the Federal Hospital Insurance Trust Fund by such Trust Fund at the beginning of such month (plus the interest accrued on the outstanding balance of such loan during such month), divided by (II) the number of months elapsing after the preceding month and before January 1990. The Managing Trustee may, during this period, transfer larger amounts than prescribed by the preceding sentence. (4) The Board of Trustees shall make a timely report to the Congress of any amounts transferred (including interest payments) under this subsection. (5)(A) No amounts may be borrowed from the Federal Hospital Insurance Trust Fund under paragraph (1) during any month if the Hospital Insurance Trust Fund ratio for such month is less than 10 percent. (B) For purposes of this paragraph, the term "Hospital Insurance Trust Fund ratio" means, with respect to any month, the ratio of— (i) the balance in the Federal Hospital Insurance Trust Fund, reduced by the outstanding amount of any loan (including interest thereon) theretofore made to such Trust Fund under this subsection, as of the last day of the second month preceding such month, to (ii) the amount obtained by multiplying by twelve the total amount which (as estimated by the Secretary) will be paid from the Federal Hospital Insurance Trust Fund during the month for which such ratio is to be determined (other than payments of interest on, or repayments of loans from another Trust Fund under this subsection), and reducing the amount of any transfers to the Railroad Retirement Account by the amount of any transfer into the Hospital Insurance Trust Fund from that Account. (m) Accounting for unnegotiated benefit checks. (1) The Secretary of the Treasury shall implement procedures to permit the identification of each check issued for benefits under this subchapter that has not been presented for payment by the close of the sixth month following the month of its issuance. (2) The Secretary of the Treasury shall, on a monthly basis, credit each of theTrust FundsTrust Fund for the amount of all benefit checks (including interest thereon) drawn on such Trust Fund more than 6 months previously but not presented for payment and not previously credited to such Trust Fund, to the extent provided in advance in appropriation Acts. (3) If a benefit check is presented for payment to the Treasury and the amount thereof has been previously credited pursuant to paragraph (2) to one of theTrust FundsTrust Fund, the Secretary of the Treasury shall nevertheless pay such check, if otherwise proper, recharge such Trust Fund, and notify the Commissioner of Social Security. (4) A benefit check bearing a current date may be issued to an individual who…
The bill says: by striking "Trust Funds" each place it appears and inserting "Trust Fund"; and
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
The bill says: by striking the last sentence;
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…with such returns. (c) Board of Trustees; duties; reports to Congress. With respect to the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund (hereinafter in this subchapter called the "Trust FundsTrust Fund") there is hereby created a body to be known as the Board of Trustees of the Trust Funds (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall be composed of the Commissioner of Social Security, the…
The bill says: in section 221(f), by striking "Trust Funds" and inserting "Trust Fund";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…with such returns. (c) Board of Trustees; duties; reports to Congress. With respect to the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund (hereinafter in this subchapter called the "Trust FundsTrust Fund") there is hereby created a body to be known as the Board of Trustees of the Trust Funds (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall be composed of the Commissioner of Social Security, the…
The bill says: in the section heading, by striking "Trust Funds" and inserting "Trust Fund";
42 U.S.C. 401(1)changedby H.R. 9519 Sec. 204(e)
The bill says: in paragraph (1), by striking "to the end that savings will accrue to the Trust Funds as a result of rehabilitating such individuals, there are authorized to be transferred from the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "to the end that savings will accrue to the Trust Fund as a result of rehabilitating such individuals, there are authorized to be transferred from the Social Security Trust Fund"; and
42 U.S.C. 401rewrittenby H.R. 9519 Sec. 204(e)
The bill says: by amending paragraph (4) to read as follows:
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
(a)Federal Old-Age and Survivors Insurance Trust FundSocial Security Trust Fund. There is hereby created on the books of the Treasury of the United States a trust fund to be known as the "Federal Old-Age and Survivors Insurance Trust Fund". The Federal Old-Age and Survivors Insurance Trust Fund shall consist of the…
The bill says: in the section heading, by striking "Federal Old-Age and Survivors Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
(a)Federal Old-Age and Survivors Insurance Trust FundSocial Security Trust Fund. There is hereby created on the books of the Treasury of the United States a trust fund to be known as the "Federal Old-Age and Survivors Insurance Trust Fund". The Federal Old-Age and Survivors Insurance Trust Fund shall consist of the…
The bill says: in the matter preceding paragraph (1), by striking "Federal Old-Age and Survivors Insurance Trust Fund" and inserting "Social Security Trust Fund";
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…with such returns. (c) Board of Trustees; duties; reports to Congress. With respect to the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund (hereinafter in this subchapter called the "Trust FundsTrust Fund") there is hereby created a body to be known as the Board of Trustees of theTrust FundsTrust Fund (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall be composed of the Commissioner of Social Security, the Secretary of the Treasury, the Secretary of Labor, and the Secretary of Health and Human Services, all ex officio, and of two members of the public (both of whom may not be from the same political party), who shall be nominated by the President for a term of four years and subject to confirmation by the Senate. A member of the Board of Trustees serving as a member of the public and nominated and confirmed to fill a vacancy occurring during a term shall be nominated and confirmed only for the remainder of such term. An individual nominated and confirmed as a member of the public may serve in such position after the expiration of such member's term until the earlier of the time at which the member's successor takes office or the time at which a report of the Board is first issued under paragraph (2) after the expiration of the member's term. The Secretary of the Treasury shall be the Managing Trustee of the Board of Trustees (hereinafter in this subchapter called the "Managing Trustee"). The Deputy Commissioner of Social Security shall serve as Secretary of the Board of Trustees. The Board of Trustees shall meet not less frequently than once each calendar year. It shall be the duty of the Board of Trustees to— (1) Hold theTrust FundsTrust Fund; (2) Report to the Congress not later than the first day of April of each year on the operation and status of theTrust FundsTrust Fund during the preceding fiscal year and on their expected operation and status during the next ensuing five fiscal years; (3) Report immediately to the Congress whenever the Board of Trustees is of the opinion that the amount of either of theTrust FundsTrust Fund is unduly small; (4) Recommend improvements in administrative procedures and policies designed to effectuate the proper coordination of the old-age and survivors insurance and Federal-State unemployment compensation program; and (5) Review the general policies followed in managing theTrust FundsTrust Fund, and recommend changes in such policies, including necessary changes in the provisions of the law which govern the way in which theTrust FundsTrust Fund are to be managed. (d) Investments. It shall be the duty of the Managing Trustee to invest such portion of theTrust FundsTrust Fund as is not, in his judgment, required to meet current withdrawals. Such investments may be made only in interest-bearing obligations of the United States or in obligations guaranteed as to both principal and interest by the United States. For such purpose such obligations may be acquired (1) on original issue at the issue price, or (2) by purchase of outstanding obligations at the market price. The purposes for which obligations of the United States may be issued under chapter 31 of title 31 are hereby extended to authorize the issuance at par of public-debt obligations for purchase by theTrust FundsTrust Fund. Such obligations issued for purchase by theTrust FundsTrust Fund shall have maturities fixed with due regard for the needs of theTrust FundsTrust Fund and shall bear interest at a rate equal to the average market yield (computed by the Managing Trustee on the basis of market quotations as of the end of the calendar month next preceding the date of such issue) on all marketable interest-bearing obligations of the United States then forming a part of the public debt which are not due or callable until after the expiration of four years from the end of such calendar month; except that where such average market yield is not a multiple of one-eighth of 1 per centum, the rate of interest of such obligations shall be the multiple of one-eighth of 1 per centum nearest such market yield. Each obligation issued for purchase by theTrust FundsTrust Fund under this subsection shall be evidenced by a paper instrument in the form of a bond, note, or certificate of indebtedness issued by the Secretary of the Treasury setting forth the principal amount, date of maturity, and interest rate of the obligation, and stating on its face that the obligation shall be incontestable in the hands of the Trust Fund to which it is issued, that the obligation is supported by the full faith and credit of the United States, and that the United States is pledged to the payment of the obligation with respect to both principal and interest. The Managing Trustee may purchase other interest-bearing obligations of the United States or obligations guaranteed as to both principal and interest by the United States, on original issue or at the market price, only where he determines that the purchase of such other obligations is in the public interest. (e) Sale of acquired obligations. Any obligations acquired by theTrust FundsTrust Fund (except public-debt obligations issued exclusively to theTrust FundsTrust Fund) may be sold by the Managing Trustee at the market price, and such public-debt obligations may be redeemed at par plus accrued interest. (f) Proceeds from sale or redemption of obligations; interest. The interest on, and the proceeds from the sale or redemption of, any obligations held in the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund shall be credited to and form a part of the Federal Old-Age and Survivors Insurance Trust Fund and the Disability Insurance Trust Fund, respectively. Payment from the general fund of the Treasury to either of theTrust FundsTrust Fund of any such interest or proceeds shall be in the form of paper checks drawn on such general fund to the order of such Trust Fund. (g) Payments into Treasury. (1)(A) The Managing Trustee of theTrust FundsTrust Fund (which for purposes of this paragraph shall include also the Federal Hospital Insurance Trust Fund and the Federal Supplementary Medical Insurance Trust Fund established by subchapter XVIII) is directed to pay from theTrust FundsTrust Fund into the Treasury— (i) 2 the amounts estimated by the Managing Trustee, the Commissioner of Social Security, and the Secretary of Health and Human Services which will be expended, out of moneys appropriated from the general fund in the Treasury, during a three-month period by the Department of Health and Human Services for the administration of subchapter XVIII of this chapter, and by the Department of the Treasury for the administration of subchapters II and XVIII of this chapter and chapters 2 and 21 of the Internal Revenue Code of 1986, less (ii) 2 the amounts estimated (pursuant to the applicable method prescribed under paragraph (4) of this subsection) by the Commissioner of Social Security which will be expended, out of moneys made available for expenditures from theTrust FundsTrust Fund, during such three-month period to cover the cost of carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 other than those referred to in clause (i) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. (i) 2 for fiscal year 1996, $260,000,000; (ii) 2 for fiscal year 1997, $360,000,000; (iii) for fiscal year 1998, $570,000,000; (iv) for fiscal year 1999, $720,000,000; (v) for fiscal year 2000, $720,000,000; (vi) for fiscal year 2001, $720,000,000; and (viii) 3 for fiscal year 2002, $720,000,000. (B) After the close of each fiscal year— (i) the Commissioner of Social Security shall determine— (I) the portion of the costs, incurred during such fiscal year, of administration of this subchapter, subchapter VIII, subchapter XVI, and subchapter XVIII for which the Commissioner is responsible and of carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of subparagraph (A)) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee, which should have been borne by the general fund of the Treasury, (II) the portion of such costs which should have been borne by the Federal Old-Age and Survivors Insurance Trust Fund, (III) the portion of such costs which should have been borne by the Federal Disability Insurance Trust Fund, (IV) the portion of such costs which should have been borne by the Federal Hospital Insurance Trust Fund, and (V) the portion of such costs which should have been borne by the Federal Supplementary Medical Insurance Trust Fund (and, of such portion, the portion of such costs which should have been borne by the Medicare Prescription Drug Account in such Trust Fund), and (ii) the Secretary of Health and Human Services shall determine— (I) the portion of the costs, incurred during such fiscal year, of the administration of subchapter XVIII for which the Secretary is responsible, which should have been borne by the general fund of the Treasury, (II) the portion of such costs which should have been borne by the Federal Hospital Insurance Trust Fund, and (III) the portion of such costs which should have been borne by the Federal Supplementary Medical Insurance Trust Fund (and, of such portion, the portion of such costs which should have been borne by the Medicare Prescription Drug Account in such Trust Fund). (C) After the determinations under subparagraph (B) have been made for any fiscal year, the Commisioner 4 of Social Security and the Secretary shall each certify to the Managing Trustee the amounts, if any, which should be transferred from one to any of the other suchTrust FundsTrust Fund and the amounts, if any, which should be transferred between theTrust FundsTrust Fund (or one of theTrust FundsTrust Fund) and the general fund of the Treasury, in order to ensure that each of theTrust FundsTrust Fund and the general fund of the Treasury have borne their proper share of the costs, incurred during such fiscal year, for— (i) the parts of the administration of this subchapter, subchapter VIII, subchapter XVI, and subchapter XVIII for which the Commissioner of Social Security is responsible, (ii) the parts of the administration of subchapter XVIII for which the Secretary is responsible, and (iii) carrying out the functions of the Social Security Administration, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of subparagraph (A)) and the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. (D) The determinations required under subclauses (IV) and (V) of subparagraph (B)(i) shall be made in accordance with the cost allocation methodology in existence on August 15, 1994, until such time as the methodology for making the determinations required under such subclauses is revised by agreement of the Commissioner and the Secretary, except that the determination of the amounts to be borne by the general fund of the Treasury with respect to expenditures incurred in carrying out the functions of the Social Security Administration specified in section 432 of this title and the functions of the Social Security Administration in connection with the withholding of taxes from benefits as described in section 407(c) of this title shall be made pursuant to the applicable method prescribed under paragraph (4). (2) The Managing Trustee is directed to pay from time to time from theTrust FundsTrust Fund into the Treasury the amount estimated by him as taxes imposed under section 3101(a) of the Internal Revenue Code of 1986 which are subject to refund under section 6413(c) of such Code with respect to wages (as defined in section 3121 of such Code). Such taxes shall be determined on the basis of the records of wages maintained by the Commissioner of Social Security in accordance with the wages reported to the Secretary of the Treasury or his delegate pursuant to subtitle F of such Code, and the Commissioner of Social Security shall furnish the Managing Trustee such information as may be required by the Trustee for such purpose. The payments by the Managing Trustee shall be covered into the Treasury as repayments to the account for refunding internal revenue collections. Payments pursuant to the first sentence of this paragraph shall be made from the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund in the ratio in which amounts were appropriated to suchTrust FundsTrust Fund under clause (3) of subsection (a) of this section and clause (1) of subsection (b) of this section. (3) Repayments made under paragraph (1) or (2) of this subsection shall not be available for expenditures but shall be carried to the surplus fund of the Treasury. If it subsequently appears that the estimates under either such paragraph in any particular period were too high or too low, appropriate adjustments shall be made by the Managing Trustee in future payments. (4) The Commissioner of Social Security shall utilize the method prescribed pursuant to this paragraph, as in effect immediately before August 15, 1994, for determining the costs which should be borne by the general fund of the Treasury of carrying out the functions of the Commissioner, specified in section 432 of this title, which relate to the administration of provisions of the Internal Revenue Code of 1986 (other than those referred to in clause (i) of the first sentence of paragraph (1)(A)). The Board of Trustees of suchTrust FundsTrust Fund shall prescribe the method of determining the costs which should be borne by the general fund in the Treasury of carrying out the functions of the Social Security Administration in connection with the withholding of taxes from benefits, as described in section 407(c) of this title, pursuant to requests by persons entitled to such benefits or such persons' representative payee. If at any time or times thereafter the Boards of Trustees of suchTrust FundsTrust Fund consider such action advisable, they may modify the method of determining such costs. (h) Benefit payments. Benefit payments required to be made under section 423 of this title, and benefit payments required to be made under subsection (b), (c), or (d) of section 402 of this title to individuals entitled to benefits on the basis of the wages and self-employment income of an individual entitled to disability insurance benefits, shall be made only from the Federal Disability Insurance Trust Fund. All other benefit payments required to be made under this subchapter (other than section 426 of this title) shall be made only from the Federal Old-Age and Survivors Insurance Trust Fund. (i) Gifts and bequests. (1) The Managing Trustee may accept on behalf of the United States money gifts and bequests made unconditionally to the Federal Old-Age and Survivors Insurance Trust Fund, the Federal Disability Insurance Trust Fund, the Federal Hospital Insurance Trust Fund, or the Federal Supplementary Medical Insurance Trust Fund (and for the Medicare Prescription Drug Account and the Transitional Assistance Account in such Trust Fund) or to the Social Security Administration, the Department of Health and Human Services, or any part or officer thereof, for the benefit of any of such Funds or any activity financed through such Funds. (2) Any such gift accepted pursuant to the authority granted in paragraph (1) of this subsection shall be deposited in— (A) the specific trust fund designated by the donor or (B) if the donor has not so designated, the Federal Old-Age and Survivors Insurance Trust Fund. (j) Travel expenses. There are authorized to be made available for expenditure, out of the Federal Old-Age and Survivors Insurance Trust Fund, or the Federal Disability Insurance Trust Fund (as determined appropriate by the Commissioner of Social Security), such amounts as are required to pay travel expenses, either on an actual cost or commuted basis, to individuals for travel incident to medical examinations requested by the Commissioner of Social Security in connection with disability determinations under this subchapter, and to parties, their representatives, and all reasonably necessary witnesses for travel within the United States (as defined in section 410(i) of this title) to attend reconsideration interviews and proceedings before administrative law judges with respect to any determination under this subchapter. The amount available under the preceding sentence for payment for air travel by any person shall not exceed the coach fare for air travel between the points involved unless the use of first-class accommodations is required (as determined under regulations of the Commissioner of Social Security) because of such person's health condition or the unavailability of alternative accommodations; and the amount available for payment for other travel by any person shall not exceed the cost of travel (between the points involved) by the most economical and expeditious means of transportation appropriate to such person's health condition, as specified in such regulations. The amount available for payment under this subsection for travel by a representative to attend an administrative proceeding before an administrative law judge or other adjudicator shall not exceed the maximum amount allowable under this subsection for such travel originating within the geographic area of the office having jurisdiction over such proceeding. (k) Experiment and demonstration project expenditures. Expenditures made for experiments and demonstration projects under section 434 of this title shall be made from the Federal Disability Insurance Trust Fund and the Federal Old-Age and Survivors Insurance Trust Fund, as determined appropriate by the Commissioner of Social Security. (l) Interfund borrowing. (1) If at any time prior to January 1988 the Managing Trustee determines that borrowing authorized under this subsection is appropriate in order to best meet the need for financing the benefit payments from the Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, the Managing Trustee may borrow such amounts as he determines to be appropriate from the other such Trust Fund, or, subject to paragraph (5), from the Federal Hospital Insurance Trust Fund established under section 1395i of this title, for transfer to and deposit in the Trust Fund whose need for financing is involved. (2) In any case where a loan has been made to a Trust Fund under paragraph (1), there shall be transferred on the last day of each month after such loan is made, from the borrowing Trust Fund to the lending Trust Fund, the total interest accrued to such day with respect to the unrepaid balance of such loan at a rate equal to the rate which the lending Trust Fund would earn on the amount involved if the loan were an investment under subsection (d) (even if such an investment would earn interest at a rate different than the rate earned by investments redeemed by the lending fund in order to make the loan). (3)(A) If in any month after a loan has been made to a Trust Fund under paragraph (1), the Managing Trustee determines that the assets of such Trust Fund are sufficient to permit repayment of all or part of any loans made to such Fund under paragraph (1), he shall make such repayments as he determines to be appropriate. (B)(i) If on the last day of any year after a loan has been made under paragraph (1) by the Federal Hospital Insurance Trust Fund to the Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, the Managing Trustee determines that the OASDI trust fund ratio exceeds 15 percent, he shall transfer from the borrowing Trust Fund to the Federal Hospital Insurance Trust Fund an amount that— (I) together with any amounts transferred from another borrowing Trust Fund under this paragraph for such year, will reduce the OASDI trust fund ratio to 15 percent; and (II) does not exceed the outstanding balance of such loan. (ii) Amounts required to be transferred under clause (i) shall be transferred on the last day of the first month of the year succeeding the year in which the determination described in clause (i) is made. (iii) For purposes of this subparagraph, the term "OASDI trust fund ratio" means, with respect to any calendar year, the ratio of— (I) the combined balance in the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, as of the last day of such calendar year, to (II) the amount estimated by the Commissioner of Social Security to be the total amount to be paid from the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund during the calendar year following such calendar year for all purposes authorized by this section (other than payments of interest on, and repayments of, loans from the Federal Hospital Insurance Trust Fund under paragraph (1), but excluding any transfer payments between such trust funds and reducing the amount of any transfer to the Railroad Retirement Account by the amount of any transfers into either such trust fund from that Account). (C)(i) The full amount of all loans made under paragraph (1) (whether made before or after January 1, 1983) shall be repaid at the earliest feasible date and in any event no later than December 31, 1989. (ii) For the period after December 31, 1987, and before January 1, 1990, the Managing Trustee shall transfer each month to the Federal Hospital Insurance Trust Fund from any Trust Fund with any amount outstanding on a loan made from the Federal Hospital Insurance Trust Fund under paragraph (1) an amount not less than an amount equal to (I) the amount owed to the Federal Hospital Insurance Trust Fund by such Trust Fund at the beginning of such month (plus the interest accrued on the outstanding balance of such loan during such month), divided by (II) the number of months elapsing after the preceding month and before January 1990. The Managing Trustee may, during this period, transfer larger amounts than prescribed by the preceding sentence. (4) The Board of Trustees shall make a timely report to the Congress of any amounts transferred (including interest payments) under this subsection. (5)(A) No amounts may be borrowed from the Federal Hospital Insurance Trust Fund under paragraph (1) during any month if the Hospital Insurance Trust Fund ratio for such month is less than 10 percent. (B) For purposes of this paragraph, the term "Hospital Insurance Trust Fund ratio" means, with respect to any month, the ratio of— (i) the balance in the Federal Hospital Insurance Trust Fund, reduced by the outstanding amount of any loan (including interest thereon) theretofore made to such Trust Fund under this subsection, as of the last day of the second month preceding such month, to (ii) the amount obtained by multiplying by twelve the total amount which (as estimated by the Secretary) will be paid from the Federal Hospital Insurance Trust Fund during the month for which such ratio is to be determined (other than payments of interest on, or repayments of loans from another Trust Fund under this subsection), and reducing the amount of any transfers to the Railroad Retirement Account by the amount of any transfer into the Hospital Insurance Trust Fund from that Account. (m) Accounting for unnegotiated benefit checks. (1) The Secretary of the Treasury shall implement procedures to permit the identification of each check issued for benefits under this subchapter that has not been presented for payment by the close of the sixth month following the month of its issuance. (2) The Secretary of the Treasury shall, on a monthly basis, credit each of theTrust FundsTrust Fund for the amount of all benefit checks (including interest thereon) drawn on such Trust Fund more than 6 months previously but not presented for payment and not previously credited to such Trust Fund, to the extent provided in advance in appropriation Acts. (3) If a benefit check is presented for payment to the Treasury and the amount thereof has been previously credited pursuant to paragraph (2) to one of theTrust FundsTrust Fund, the Secretary of the Treasury shall nevertheless pay such check, if otherwise proper, recharge such Trust Fund, and notify the Commissioner of Social Security. (4) A benefit check bearing a current date may be issued to an individual who…
The bill says: in section 231(c), by striking "Trust Funds" each place it appears and inserting "Trust Fund"; and
42 U.S.C. 401changedby H.R. 9519 Sec. 204(e)
…with such returns. (c) Board of Trustees; duties; reports to Congress. With respect to the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund (hereinafter in this subchapter called the "Trust FundsTrust Fund") there is hereby created a body to be known as the Board of Trustees of the Trust Funds (hereinafter in this subchapter called the "Board of Trustees") which Board of Trustees shall be composed of the Commissioner of Social Security, the…
The bill says: in section 234(a)(1), by striking "Trust Funds" and inserting "Trust Fund".
42 U.S.C. 901changedby H.R. 9519 Sec. 204(e)
The bill says: in section 703(j), by striking "Federal Disability Insurance Trust Fund, the Federal Old-Age and Survivors Insurance Trust Fund," and inserting "Social Security Trust Fund";
42 U.S.C. 901changedby H.R. 9519 Sec. 204(e)
The bill says: in section 708(c), by striking "the "OASDI trust fund ratio" under section 201(l)," after "computing";
42 U.S.C. 901(a)changedby H.R. 9519 Sec. 204(e)
The bill says: in subsection (a), by striking "Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
42 U.S.C. 901(b)(1)changedby H.R. 9519 Sec. 204(e)
The bill says: in paragraph (1), by striking "section 201(l) or"; and
42 U.S.C. 901(b)(2)changedby H.R. 9519 Sec. 204(e)
The bill says: in paragraph (2), by striking "Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
42 U.S.C. 901(a)changedby H.R. 9519 Sec. 204(e)
The bill says: in subsection (a), by striking "Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
42 U.S.C. 901(b)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "any Trust Fund specified in subsection (a)" and inserting "the Social Security Trust Fund"; and
42 U.S.C. 901(b)changedby H.R. 9519 Sec. 204(e)
The bill says: by striking "payments from any such Trust Fund" and inserting "payments from the Social Security Trust Fund".
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in section 1106(b), by striking "the Federal Old-Age and Survivors Insurance Trust Fund, the Federal Disability Insurance Trust Fund" and inserting "the Social Security Trust Fund";
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in section 1129(e)(2)(A), by striking "the Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, as determined appropriate by the Secretary" and inserting "the Social Security Trust Fund";
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in sections 1131(b)(2) and 1140(c)(2), by striking "the Federal Old-Age and Survivors Insurance Trust Fund" and inserting "the Social Security Trust Fund";
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: by striking paragraphs (1) and (2) and inserting the following:
42 U.S.C. 1301a new sectionrenumberedby H.R. 9519 Sec. 204(e)
The bill says: by redesignating paragraphs (3) and (4) as paragraphs (2) and (3), respectively; and
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in the first sentence, by striking "the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "the Social Security Trust Fund"; and
42 U.S.C. 1301a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: by striking the second sentence.
42 U.S.C. 1395a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in section 1817(g), by striking "Federal Old-Age and Survivors Insurance Trust Fund and from the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund";
42 U.S.C. 1395a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in section 1840(a)(2), by striking "Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
42 U.S.C. 1395a new sectionchangedby H.R. 9519 Sec. 204(e)
The bill says: in section 1841(f), by striking "Federal Old-Age and Survivors Insurance Trust Fund and from the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund".
2 U.S.C. 655(a)changedby H.R. 9519 Sec. 204(f)
The bill says: Section 405(a) of the Congressional Budget Act of 1974 (2 U.S.C. 655(a)) is amended by striking "Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds" and inserting "Social Security Trust Fund".
2 U.S.C. 905(g)(1)(A)a new sectionchangedby H.R. 9519 Sec. 204(f)
The bill says: Section 255(g)(1)(A) of the Balanced Budget and Emergency Deficit Control Act of 1985 (2 U.S.C. 905(g)(1)(A)) is amended by striking "Payments to Social Security Trust Funds" and inserting "Payments to the Social Security Trust Fund".
26 U.S.C. 3121(l)(4)changedby H.R. 9519 Sec. 204(f)
(4) Deposits in trust funds. For purposes of section 201 of the Social Security Act, relating to appropriations to theFederal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust FundSocial Security Trust Fund, such remuneration— (A) paid for services covered by an agreement entered into pursuant to paragraph (1) as would be wages if the services constituted employment, and (B) as is reported to the Secretary pursuant to the provisions of such agreement or of the regulations issued under this subsection,
The bill says: Section 3121(l)(4) of the Internal Revenue Code of 1986 is amended by striking "Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund".
26 U.S.C. 6402(d)(3)(C)changedby H.R. 9519 Sec. 204(f)
The bill says: Section 6402(d)(3)(C) of the Internal Revenue Code of 1986 is amended by striking "Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, whichever is certified to the Secretary as appropriate by the Commissioner of Social Security" and inserting "Social Security Trust Fund".
31 U.S.C. 3720Achangedby H.R. 9519 Sec. 204(f)
The bill says: Subsection (f)(2)(B) of section 3720A of title 31, United States Code, is amended by striking "Federal Old-Age and Survivors Insurance Trust Fund or the Federal Disability Insurance Trust Fund, whichever is certified to the Secretary of the Treasury as appropriate by the Commissioner of Social Security" and inserting "Social Security Trust Fund".
31 U.S.C. 3806(B)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Secretary of Health and Human Services" and inserting "Commissioner of Social Security"; and
31 U.S.C. 3806(B)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Federal Old-Age and Survivors Insurance Trust Fund" and inserting "Social Security Trust Fund"; and
31 U.S.C. 3806(C)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Secretary of Health and Human Services" and inserting "Commissioner of Social Security"; and
31 U.S.C. 3806(C)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund".
45 U.S.C. 231f(b)(2)changedby H.R. 9519 Sec. 204(f)
The bill says: in subsection (b)(2), by striking "Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund" and inserting "Social Security Trust Fund";
45 U.S.C. 231f(c)(2)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Secretary of Health, Education, and Welfare" each time it appears and inserting "Commissioner of Social Security"; and
45 U.S.C. 231f(c)(2)changedby H.R. 9519 Sec. 204(f)
The bill says: by striking "Federal Old-Age and Survivors Insurance Trust Fund, the Federal Disability Insurance Trust Fund," each time it appears and inserting "Social Security Trust Fund"; and
45 U.S.C. 231f(c)(4)changedby H.R. 9519 Sec. 204(f)
The bill says: in subsection (c)(4), by striking "Federal Old-Age and Survivors Insurance Trust Fund, the Federal Disability Insurance Trust Fund," and inserting "Social Security Trust Fund".
42 U.S.C. 904added (f)by H.R. 9519 Sec. 302(b)
(f) Field and hearing offices and resident stations.—(1) Subject to paragraph (6), the Commissioner may not close a field or hearing office or a resident station of the Administration, consolidate two or more such offices or stations, or otherwise impose any new limitation on public access to any such office or station, unless the Commissioner complies with the requirements of paragraphs (2), (3), (4), and (5) in connection with the closure, consolidation, or limitation on public access.(2)(A) The requirements of this paragraph are met in connection with a closure, consolidation, or new limitation on access referred to in paragraph (1) only if—(i) not later than 120 days before the date of the closure, consolidation, or limitation on access, the Commissioner provides effective public notice of the proposed closure, consolidation, or limitation on access (including, to the extent practicable, notice by direct mailing and through community outlets such as newspapers and posting in heavily frequented public spaces) to individuals residing in the area serviced by the affected offices or stations;(ii) the public notice issued pursuant to clause (i) includes information on—(I) how the Commissioner will, not later than 30 days after the date of the closure, consolidation, or limitation on access, replace the loss in access resulting from the closure, consolidation, or limitation on access by establishing a new office or station, increasing public access to a different office or station, or some other means; and(II) how to contact the Administration if an individual experiences service delays or problems as a result of the closure, consolidation, or limitation on access; and(iii) not earlier than 30 days after the issuance of public notice pursuant to clause (i) and not later than 45 days before the date of the proposed closure, consolidation, or limitation on access, the Commissioner conducts at least 2 public hearings (scheduled so that the first and last such hearings are separated by at least 10 days), at which the Commissioner presents the justifications for the closure, consolidation, or limitation on access described in subparagraph (B) and provides for attendees an opportunity to present their views regarding the proposed closure, consolidation, or limitation on access.(B) The justifications referred to in subparagraph (A)(iii) shall consist of the following:(i) an analysis of the criteria used for selecting the field or hearing office or offices, or the resident station or stations, for closure, consolidation, or limited access;(ii) a description of how the Commissioner has analyzed and considered relevant factors, including but not limited to transportation and communication burdens faced by individuals serviced by the offices or stations, including elderly and disabled individuals; and(iii) a description of a method of cost-benefit analysis which shall be applied by the Commissioner in connection with the closure, consolidation, or limitation on access, and which shall take into account—(I) the anticipated savings resulting from the closure, consolidation, or limitation on access;(II) the anticipated costs associated with replacing services lost by the closure, consolidation, or limitation on access;(III) the anticipated effects on employees of the offices or stations affected; and(IV) such other relevant factors as may be determined by the Commissioner, including but not limited to transportation and communication burdens faced by individuals serviced by the offices and stations, including elderly and disabled individuals.(C) The notice provided pursuant to subparagraph (A)(i) shall include notice of the time and place of the public hearings to be conducted pursuant to clause (A)(iii) and of the right of aggrieved individuals to appeal to the Commissioner regarding the proposed closure, consolidation, or limitation on access pursuant to paragraph (4).(3) The requirements of this paragraph are met in connection with a closure, consolidation, or limitation on access referred to in paragraph (1) only if, not later than 30 days before the date of the proposed closure, consolidation, or limitation on access, the Commissioner submits to the Committee on Ways and Means of the House of Representatives, the Committee on Finance of the Senate, and each Member of the Congress representing a State or congressional district in which the affected office or offices, or station or stations, are located a detailed final report in support of the closure, consolidation, or limitation on access. Such report shall include—(A) the justifications described in paragraph (2)(B), (including any amendments made to such justifications after the public hearings conducted pursuant to paragraph (2)(A));(B) any findings made by the Commissioner pursuant to the public hearings;(C) the status of any appeals regarding the closure, consolidation, or new limitation on access which were commenced pursuant to paragraph (4) before the date of the report;(D) the final decision of the Commissioner regarding the closure, consolidation, or new limitation on access; and(E) such other information as the Commissioner considers relevant.(4)(A) Upon timely request by any individual who makes a showing in writing described in subparagraph (B) in connection with a proposed closure, consolidation, or limitation on access referred to in subparagraph (A), the Commissioner shall give such individual an opportunity for a hearing with respect to the closure, consolidation, or limitation on access. The request for the hearing shall be considered timely only if it is made not later than 30 days before the proposed date of the closure, consolidation, or limitation on access. The Commissioner shall submit to the Committee on Ways and Means of the House of Representatives, the Committee on Finance of the Senate, and each Member of the Congress representing a State or congressional district in which the affected office o
The bill says: Section 704 of the Social Security Act (42 U.S.C. 904) is amended by adding at the end the following new subsection:
42 U.S.C. 1306added (h)by H.R. 9519 Sec. 303(a)
(h) Access by political appointees and special government employees.—(1) In general.— Notwithstanding any other subsection of this section, an individual who is a political appointee (as that term is defined in section 4(a) of the Edward ‘Ted’ Kaufman and Michael Leavitt Presidential Transitions Improvements Act of 2015 (5 U.S.C. 3101 note)) or a special government employee (as that term is defined in section 202(a) of title 18, United States Code) may not access a beneficiary data system.(2) Beneficiary data system defined.— In this section, the term beneficiary data system means a system that is maintained by the Social Security Administration for the purposes of administering this Act that—(A) issues or records social security account numbers;(B) is used to determine eligibility for benefits under this Act;(C) to pay benefits under this Act; or(D) otherwise contains personally identifiable information about individuals receiving or applying for a benefit under this Act, including—(i) the Master Files of Social Security Number Holders and SSN Applications (Numident);(ii) the Master Beneficiary Record;(iii) the Supplemental Security Income Record and Special Veterans Benefits;(iv) the National Disability Determination Services File;(v) the Earnings Recording and Self-Employment Income System; and(vi) any other system accessible through the Enterprise Data Warehouse.
The bill says: Section 1106 of the Social Security Act (42 U.S.C. 1306) is amended by adding after subsection (g) the following:
42 U.S.C. 404(a)(1)(A)changedby H.R. 9519 Sec. 305(a)
The bill says: by striking "With" and inserting "(i) Subject to clause (ii), with"; and
42 U.S.C. 404(a)(1)(A)added (ii)by H.R. 9519 Sec. 305(a)
(ii) In the case of a payment to a person of more than the correct amount which the Commissioner does not have reason to believe was due to fraud or similar fault on the part of the individual, the Commissioner may not decrease the amount of a monthly benefit payable to an individual by more than 10 percent of the amount payable, unless such individual requests a higher recovery rate.
The bill says: by adding at the end the following:
42 U.S.C. 902(a)added (9)by H.R. 9519 Sec. 306
(9) Except as otherwise required by law, the Commissioner may not hold any other office or position in the Government of the United States.
The bill says: Section 702(a) of the Social Security Act (42 U.S.C. 902(a)) is amended by adding at the end the following:
42 U.S.C. 1320b-13(a)(1)addedby H.R. 9519 Sec. 307(a)
The bill says: in subsection (a)(1), by adding at the end the following: "Such statement shall be provided by mail unless the requesting individual chooses electronic delivery for that request."; and
42 U.S.C. 1320b-13(c)(2)changedby H.R. 9519 Sec. 307(a)
The bill says: by striking "Beginning not later than" and inserting "(A) Beginning not later than";
42 U.S.C. 1320b-13(c)(2)changedby H.R. 9519 Sec. 307(a)
The bill says: by inserting "by mail" after "provide"; and
42 U.S.C. 1320b-13(c)(2)added (B)by H.R. 9519 Sec. 307(a)
(B) In any case in which an eligible individual described in subparagraph (A) responds to an annual inquiry by the Commissioner relating to the mailing of the individual’s statement by making an election that such statement for such year be provided in electronic form only, the requirements of this paragraph shall be deemed to be satisfied for such year with respect to the individual.
The bill says: by adding at the end the following:
42 U.S.C. 406(a)(2)(A)changedby H.R. 9519 Sec. 308(a)
The bill says: Section 206(a)(2)(A) of the Social Security Act (42 U.S.C. 406(a)(2)(A)) is amended by striking "The Commissioner of Social Security shall" and all that follows through the end and inserting the following: "Notwithstanding the previous sentence, in the case of an agreement described in this subparagraph entered into on or after the date of enactment of the Social Security 2100 Act, there shall be substituted for the dollar amount specified in clause (ii)(II) an amount equal to such dollar amount (as increased pursuant to the previous sentence) in effect for the calendar year preceding such calendar year or, if larger, the product (rounded to the nearest dollar) of $4,000 and the ratio of the national average wage index (as defined in section 209(k)(1)) for the second calendar year preceding such calendar year to the national average wage index (as so defined) for 1989. Not later than November 1 of each calendar year after 2024, the Commissioner of Social Security shall publish in the Federal Register the dollar amount applicable to agreements entered into in the succeeding calendar year.".
From the bill's official text on GovInfo and the U.S. Code, 2024 edition, which may not yet show changes made since.
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