,i  #aac? ,,congress  #a/ ,session  ,h4 
,r4 #bgbj  ,,9 ,,! ,,h\se ,,(           
,,repres5tatives  ,july #ah1 #bjac ,mr4 
,sam ,johnson ( ,texas 7= himself & ,mr4
 ,bec]ra7 introduc$ ! foll[+ bill2 :i* 0
 ref]r$ to ! ,committee on ,ways &      
,means  ,a ,,bill  ,to am5d title ,,ii (
 ! ,social ,security ,act to provide = !
 treatm5t ( dea? in=mation furni%$ to or
 ma9ta9$ by ! ,social ,security         
,adm9i/ration1 & = o!r purposes4  #a4   
,%ort title ,?is ,act may be cit$ z !   
,alexis ,ag9 ,id5tity ,!ft ,protection  
,act ( #bjac4  #b4 ,limitation on       
di/ribution ( dea? in=mation furni%$ to 
or ma9ta9$ by ! ,social ,security       
,adm9i/ration  7a7 ,9 g5]al ,section    
#bje7r7 ( ! ,social ,security ,act 7#db 
,u4,s4,c4 #dje7r77 is am5d$--  7#a7 9   
p>agraph 7#b71 by ins]t+ 1 & to ensure  
complet5ess1 timel9ess1 & accuracy (1   
aft] transmitt+2  7#b7 by /rik+ p>agraph
 7#c7 & ins]t+ ! foll[+3  7#c7 ,!       
,commission] ( ,social ,security %all1  
to ! ext5t feasible1 provide = ! use (  

in=mation reg>d+ deceas$ individuals    
furni%$ to or ma9ta9$ by ! ,commission]1
 subject to su* safegu>ds z !           
,commission] ( ,social ,security        
det]m9es are necess>y or appropriate to 
protect ! in=mation f unau?oriz$ use or 
disclosure1 to any ,f$]al or ,/ate ag5cy
 provid+ or adm9i/]+ ,f$]ally fund$     
b5efits to individuals1 o!r ?an b5efits 
"u ?is ,act1 ?r\gh a coop]ative         
arrangem5t ) su* ag5cy design$ to ensure
 prop] paym5t ( ^? b5efits ) respect to 
su* individuals if--  7,a7 "u su*       
arrangem5t ! ag5cy provides reimbursem5t
 to ! ,commission] ( ,social ,security =
 ! reasonable co/s ( c>ry+ out su*      
arrangem5t1 includ+ ! reasonable co/s   
associat$ ) ! collection & ma9t5ance (  
in=mation reg>d+ deceas$ individuals    
furni%$ to ! ,commission] pursuant to   
p>agraph 7#a72 &  7,b7 su* arrangem5t   
does n conflict ) ! duties ( !          
,commission] ( ,social ,security "u     
p>agraph 7#a74  2  7#c7 9 p>agraph 7#d71
 by ins]t+ or 9 b5efit & p5sion plans = 

employees ( ! ,/ates or local gov]nm5ts 
aft] by ! ,/ates2  7#d7 by /rik+        
p>agraph 7#e7 & ins]t+ ! foll[+3  7#e7  
7,a7 ,! ,commission] ( ,social ,security
 may use or provide = ! use ( in=mation 
reg>d+ deceas$ individuals furni%$ to or
 ma9ta9$ by ! ,commission]1 subject to  
su* safegu>ds z ! ,commission] ( ,social
 ,security det]m9es are necess>y or     
appropriate to protect ! in=mation f    
unau?oriz$ use or disclosure1 provid$ ! 
requirem5ts ( subp>agraphs 7,a7 & 7,b7 (
 p>agraph 7#c7 are met & su* in=mation  
is provid$--  7i7 to any ,f$]al ag5cy   
?r\gh a coop]ative agreem5t ) su* ag5cy 
= ! purpose ( law en=cem5t or tax       
adm9i/ration2 or  7ii7 = /ati/ical &    
rese>* activities conduct$ by ,f$]al &  
,/ate ag5cies4  7,b7 ,a ,f$]al or ,/ate 
ag5cy may disclose dea? in=mation obta9$
 f ! ,commission] to a contractor = !   
purposes ( assi/+ ) su* law en=cem5t1   
tax adm9i/ration1 or /ati/ical & rese>* 
activities1 provid$ t ! ag5cy ensures1  
at a m9imum1 t ! contractor fulfills !  

requirem5ts ( clauses 7ii7 & 7iv7 (     
p>agraph 7#g77;,e74  2  7#e7 by /rik+   
p>agraph 7#g7 & ins]t+ ! foll[+3  7#g7  
7,a7 ,= purposes ( ?is p>agraph1 dea?   
in=mation %all consi/ ( in=mation reg>d+
 deceas$ individuals ma9ta9$ by !       
,commission] ( ,social ,security1 except
 = in=mation furni%$ to or ma9ta9$ by ! 
,commission] pursuant to p>agraphs 7#a7 
or 7#b71 & ! dea? in=mation to be       
provid$ %all consi/ only ( ! "n1 social 
security numb]1 date ( bir?1 & date (   
dea? ( a deceas$ individual40  7,b7 ,!  
,commission] may disclose dea? in=mation
 "u ?is p>agraph to ! ,secret>y (       
,def5se provid$ t--  7i7 ! ,secret>y    
uses ! in=mation provid$ solely = !     
purpose ( assi/+ 9 ! id5tification (    
unid5tifi$ rema9s1 &  7ii7 ! ,secret>y  
en=ces requirem5ts simil> to ^? 9       
clauses 7i71 7ii71 7iv71 7v71 7vi71 &   
7vii7 ) respect to any contractor !     
,secret>y hires to assi/ 9 su*          
id5tifications4  7,c7 ,! ,commission] ( 
,social ,security may disclose dea?     

in=mation1 except = in=mation furni%$ to
 or ma9ta9$ by ! ,commission] ( ,social 
,security pursuant to p>agraphs 7#a7 or 
7#b71 provid$ ! requirem5ts ( ?is       
p>agraph & ! requirem5ts ( subp>agraphs 
7,a7 & 7,b7 ( p>agraph 7#c7 are met4    
7,d7 ,! ,commission] may disclose--  7i7
 to any entity1 in=mation ma9ta9$ by !  
,commission] conc]n+ individuals ^: date
 ( dea? occurr$ at lea/ #c cal5d> ye>s  
prior to ! ye> t ! entity reque/s su*   
in=mation pursuant to a writt5 agreem5t2
 &  7ii7 to any entity c]tifi$ by !     
,commission] "u subp>agraph 7,e71       
in=mation ma9ta9$ by ! ,commission]     
conc]n+ individuals ^: date ( dea? does 
n satisfy ! requirem5ts ( clause 7i71   
pursuant to a writt5 agreem5t betwe5 !  
,commission] & ! entity4  7,e7 ,=       
purposes ( ?is p>agraph an entity is    
c]tifi$ only if ! ,commission]--  7i7   
e/abli%es proc$ures to c]tify & dec]tify
 entities eligible to obta9 su*         
in=mation2  7ii7 includes 9 ! agreem5t )
 su* an entity provisions to require su*

 entity to safegu>d ! in=mation provid$1
 assure t ! in=mation is us$ only = !   
purpose :i* 0 ! basis = ! c]tification1 
assure t ! in=mation is n disclos$ by ! 
entity to any o!r entity1 & include     
contractual p5alties1 includ+ monet>y   
p5alties & loss ( c]tification1 = !     
violation ( any requirem5ts impos$ by ! 
,commission] z a condition ( receiv+ !  
in=mation2  7iii7 requires t ! entity   
demon/rate t--  7,i7 x has a legitimate 
bus9ess ne$ = ! in=mation1 :i* %all     
include a requirem5t t ! in=mation      
reg>d+ a deceas$ individual w aid 9     
prev5t+ f9ancial h>m to ! entity or to a
 cu/om] or cli5t ( ! entity or w aid 9  
p]mitt+ ! entity to fulfill an          
obligation to a b5efici>y ( an          
individual t is cont+5t ^u ! dea? ( su* 
individual2 or  7,,ii7 x has a          
legitimate int]e/ 9 prev5t+ fraud or    
unau?oriz$ f9ancial transactions2  7iv7 
requires t ! entity demon/rate t x has  
infra/ructure & proc$ures 9 place to    
prev5t wrongful access to or !          

disclosure ( in=mation provid$ by !     
,commission]2  7v7 det]m9es t ! entity  
has adequate exp]i5ce & exp]tise 9      
ma9ta9+ ! confid5tiality & security (   
in=mation2  7vi7 includes su* o!r       
requirem5ts & re/rictions z !           
,commission] deems appropriate to assure
 ! confid5tiality ( ! in=mation2 &      
7vii7 requires t ! entity p]mit p]iodic 
& uns*$ul$ audits ( ! entity to assure  
compliance ) ! requirem5ts e/abli%$ by !
 ,commission]4  7,f7 ,! ,commission]    
%all e/abli% application & o!r fees to  
be paid by entities seek+ to be c]tifi$ 
or to ma9ta9 c]tification "u ?is        
p>agraph s t ! ,commission] is fully    
reimburs$ = all co/s associat$ )        
developm5t ( ! c]tification process1    
evaluat+ applications1 audit+ compliance
 ) ! requirem5ts e/abli%$ by !          
,commission]1 inspect+ records & assur+ 
compliance ) contract requirem5ts1 & any
 o!r co/s associat$ ) assur+ cont9u+    
eligibility = c]tification "u ?is       
p>agraph4  7,g7 ,= purposes ( ?is       

p>agraph1 ! t]ms entity or entities     
includes individual & individuals       
respectively4  7,h7 ,! ,commission] may 
delegate any ( ! activities "u ?is      
p>agraph to ano!r ag5cy & may p]=m any  
activity ?r\gh a contractor1 provid$ t !
 delegation or contract requires su*    
ag5cy or contractor to comply ) all     
requirem5ts ( ?is section & ( !         
implem5t+ policies develop$ by !        
,commission]4  2  7#f7 by add+ at ! end 
! foll[+ new p>agraph3  7#aj7 ,in=mation
 relat$ to a deceas$ individual receiv$ 
by ! ,commission] ( ,social ,security   
o!r ?an z describ$ 9 p>agraph 7#a7 %all 
be treat$ = purposes ( p>agraph 7#f7 9 !
 same mann] z in=mation receiv$ z       
describ$ 9 p>agraph 7#a74  4  7b7       
,report ,n lat] ?an #a ye> aft] ! date (
 ! enactm5t ( ?is ,act & ea* ye> !reaft]
 ?r\gh #bjai1 ! ,commission] ( ,social  
,security %all submit to ! ,committee on
 ,f9ance ( ! ,s5ate & ! ,committee on   
,ways & ,means ( ! ,h\se (              
,repres5tatives a report describ+ !     

entities c]tifi$ by ! ,commission] "u   
section #bje7r77#g7 ( ! ,social         
,security ,act 7#db ,u4,s4,c4           
#dje7r77#g77 dur+ ! prec$+ ye> & _!     
compliance ) ! requirem5ts ( subp>agraph
 7,e7 ( su* section4  7c7 ,effective    
dates  7#a7 ,9 g5]al ,except z provid$ 9
 p>agraph 7#b71 ! am5dm5ts made by ?is  
section take effect on ! date t is #fj  
days aft] ! date ( ! enactm5t ( ?is     
,act4  7#b7 ,exception ,! am5dm5t made  
by subsection 7a77#f7 %all take effect  
on ,janu>y #a1 #bjad4  7d7 ,sunset      
,subp>agraphs 7,c7 ?r\gh 7,h7 ( section 
#bje7r77#g7 ( ! ,social ,security ,act  
7#db ,u4,s4,c4 #dje7r77#g77 7z am5d$ by 
subsection 7a77 %all cease to be        
effective on ,janu>y #a1 #bjai1 except  
t--  7#a7 clauses 7ii7 & 7iv7 (         
subp>agraph 7,e7 ( su* section %all     
cont9ue to apply = purposes ( section   
#bje7r77#e77;,b7 ( su* ,act 7#db        
,u4,s4,c4 #dje7r77#e77;,b77 7z am5d$ by 
subsection 7a774