,i  #aaf? ,,congress  #a/ ,session  ,h4 
,r4 #cicd  ,,9 ,,! ,,h\se ,,(           
,,repres5tatives  ,july #bd1 #bjai,mr4  
,brady 7= himself1 ,mr4 ,arr+ton1 ,mr4  
,bab91 ,mr4 ,bacon1 ,mr4 ,buc%on1 ,mr4  
,burgess1 ,mr4 ,c>t] ( ,texas1 ,mr4     
,conaway1 ,mr4 ,flores1 ,mr4 ,gonzalez (
 ,texas1 ,ms4 ,grang]1 ,mr4 ,graves (   
,l\isiana1 ,mr4 ,gu?rie1 ,mr4 ,kev9 ,h]n
 ( ,oklahoma1 ,mr4 ,hurd ( ,texas1 ,mr4 
,k+ ( ,i[a1 ,mr4 ,latta1 ,mr4 ,m>*ant1  
,mr4 ,mc,caul1 ,mr4 ,olson1 ,mr4        
,ratcliffe1 ,mr4 ,%imkus1 ,mr4 ,taylor1 
,mr4 ,vela1 ,mr4 ,web] ( ,texas1 ,mr4   
,wright1 ,mr4 ,rice ( ,s\? ,c>ol9a1 &   
,mr4 ,cr5%aw7 introduc$ ! foll[+ bill2  
:i* 0 ref]r$ to ! ,committee on ,ways & 
,means  ,a ,,bill  ,to am5d title ,,ii (
 ! ,social ,security ,act to replace !  
w9dfall elim9ation provision ) a =mula  
equaliz+ b5efits = c]ta9 individuals )  
noncov]$ employm5t1 & = o!r purposes4   
#a4 ,%ort title ,?is ,act may be cit$ z 
! ,equal ,treatm5t ( ,public ,s]vants   
,act ( #bjai4  #b4 ,replacem5t ( !      

w9dfall elim9ation provision ) a =mula  
equaliz+ b5efits = c]ta9 individuals )  
noncov]$ employm5t  7a7 ,9 g5]al        
,section #bae7;a7 ( ! ,social ,security 
,act 7#db ,u4,s4,c4 #dae7;a77 is am5d$  
by ins]t+ aft] p>agraph 7#g7 ! foll[+3  
7#h7  7,a7 ,9 ! case ( an individual ^: 
prim>y insurance am\nt w\ld be comput$  
"u p>agraph 7#a7 ( ?is subsection--  7i7
 :o fir/ becomes eligible = an old-age  
or disability insurance b5efit aft]     
#bjfj1  7ii7 :o subsequ5tly becomes     
entitl$ to su* b5efit1 &  7iii7 :o has  
e>n+s d]iv$ f noncov]$ s]vice p]=m$ 9 a 
ye> aft] #aigg1  ! prim>y insurance     
am\nt ( su* individual %all be ! am\nt  
comput$ or recomput$ "u ?is p>agraph4   
7,b7 ,! prim>y insurance am\nt ( an     
individual describ$ 9 subp>agraph 7,a71 
z comput$ or recomput$ "u ?is p>agraph1 
%all be ! product d]iv$ by multiply+--  
7i7 ! individual's prim>y insurance     
am\nt1 z det]m9$ "u p>agraph 7#a7 ( ?is 
subsection & subp>agraph 7,c7 ( ?is     
p>agraph1 by  7ii7 a fraction-- 7,i7 !  

num]ator ( :i* is ! individual's av]age 
index$ mon?ly e>n+s 7det]m9$ )\t reg>d  
to subp>agraph 7,c771 &  7,,ii7 !       
d5om9ator ( :i* is an am\nt equal to !  
individual's av]age index$ mon?ly e>n+s 
7z det]m9$ "u subp>agraph 7,c771  r\nd$1
 if n a multiple ( #j4aj1 to ! next l[] 
multiple ( #j4aj4  7,c7  7i7 ,= purposes
 ( det]m9+ an individual's prim>y       
insurance am\nt pursuant to clauses 7i7 
& 7ii77,,ii7 ( subp>agraph 7,b71 !      
individual's av]age index$ mon?ly e>n+s 
%all be det]m9$ by treat+ all record$   
noncov]$ e>n+s 7z def9$ 9 clause        
7ii77,i77 d]iv$ by ! individual f       
noncov]$ s]vice p]=m$ 9 ea* ye> aft]    
#aigg z wages 7z def9$ 9 section #bji = 
purposes ( ?is title71 :i* %all be      
treat$ z includ$ 9 ! individual's adju/$
 total cov]$ e>n+s 7z def9$ 9 clause    
7ii77,,ii77 = su* cal5d> ye> toge!r )   
am\nts consi/+ ( wages 7z s def9$ )\t   
reg>d to ?is subp>agraph7 paid dur+ su* 
cal5d> ye> & self-employm5t income 7z   
def9$ 9 section #baa7;b77 = taxable ye>s

 end+ ) or dur+ su* cal5d> ye>4  7ii7 ,=
 purposes ( ?is subp>agraph3 7,i7 ,! t]m
 record$ noncov]$ e>n+s means e>n+s     
d]iv$ f noncov]$ s]vice 7o!r ?an        
noncov]$ s]vice z a memb] ( a uni=m$    
s]vice 7z def9$ 9 section #baj7m77 = :i*
 satisfactory evid5ce is det]m9$ by !   
,commission] to be available 9 ! records
 ( ! ,commission]4  7,,ii7 ,! t]m adju/$
 total cov]$ e>n+s means1 9 connection )
 an individual = any cal5d> ye>1 ! sum (
 ! wages paid to ! individual dur+ su*  
cal5d> ye> 7z adju/$ "u subsection      
7b77#c77 plus ! self-employm5t income   
d]iv$ by ! individual dur+ any taxable  
ye> end+ ) or dur+ su* cal5d> ye> 7z    
adju/$ "u subsection 7b77#c774  7iii7 ,!
 ,commission] ( ,social ,security %all  
provide by regulation or o!r public     
guidance = me?ods = det]m9+ :e!r        
satisfactory evid5ce is available 9 !   
records ( ! ,commission] = e>n+s =      
noncov]$ s]vice 7o!r ?an noncov]$ s]vice
 z a memb] ( a uni=m$ s]vice 7z def9$ 9 
section #baj7m77 to be treat$ z record$ 

noncov]$ e>n+s4 ,su* me?ods %all provide
 = reliance on e>n+s in=mation :i* is   
provid$ to ! ,commission] by employ]s & 
:i*1 z det]m9$ by ! ,commission]1       
con/itute a reasonable basis = treatm5t 
( e>n+s = noncov]$ s]vice z record$     
noncov]$ e>n+s4 ,9 mak+ det]m9ations "u 
?is clause1 ! ,commission] %all also    
take into acc\nt any docum5t>y or o!r   
evid5ce ( e>n+s d]iv$ f noncov]$ s]vice 
by an individual :i* is provid$ by !    
individual to ! ,commission] & :i* !    
,commission] consid]s appropriate z a   
reasonable basis = treatm5t ( su* e>n+s 
z record$ noncov]$ e>n+s4  7,d7 ,^u !   
dea? ( an individual ^: prim>y insurance
 am\nt is comput$ or recomput$ "u ?is   
p>agraph1 su* prim>y insurance am\nt    
%all be comput$ or recomput$ "u p>agraph
 7#a7 ( ?is subsection4  7,e7 ,9 ! case 
( any individual ^: prim>y insurance    
am\nt w\ld be comput$ "u ?is p>agraph :o
 fir/ becomes entitl$ aft] #aihe to a   
mon?ly p]iodic paym5t made by a =eign   
employ] or =eign c\ntry t is bas$ 9 :ole

 or 9 "p ^u noncov]$ s]vice1 ! prim>y   
insurance am\nt ( su* individual %all be
 comput$ or recomput$ "u p>agraph 7#g7  
or p>agraph 7#a71 z applicable1 = mon?s 
beg9n+ ) ! fir/ mon? ( ! individual's   
initial entitlem5t to su* mon?ly p]iodic
 paym5t4  4  7b7 ,con=m+ am5dm5ts       
,section #bae7;a77#g77;,a7 ( su* ,act   
7#db ,u4,s4,c4 #dae7;a77#g77;,a77 is    
am5d$-- 7#a7 9 clause 7i7--  7,a7 by    
/rik+ aft] #aihe & ins]t+ aft] #aihe &  
be=e #bjfa2 &  7,b7 by /rik+ or at !    
end2  7#b7 9 clause 7ii7-- 7,a7 by /rik+
 aft] #aihe ea* place x appe>s & ins]t+ 
aft] #aihe & be=e #bjfa2 &  7,b7 by add+
 or at ! end2  7#c7 by ins]t+ aft]      
clause 7ii7 ! foll[+3  7iii7 is an      
individual describ$ 9 p>agraph          
7#h77;,e71  2 &  7#d7 by /rik+ h]eaft] 9
 ?is p>agraph & 9 subsection 7d77#c7 &  
ins]t+ 9 ?is p>agraph1 p>agraphs 7#h7 & 
7#i71 & subsection 7d77#c74  7c7        
,effective date ,! am5dm5ts made by ?is 
section %all apply ) respect to mon?ly  
insurance b5efits payable on or aft]    

,janu>y #a1 #bjbb4  #c4 ,b5efit         
calculation dur+ transition p]iod  7a7  
,9 g5]al ,section #bae7;a7 ( ! ,social  
,security ,act 7#db ,u4,s4,c4 #dae7;a771
 z am5d$ by section #b1 is fur!r am5d$  
by ins]t+ aft] p>agraph 7#h7 ! foll[+3  
7#i7  7,a7 ,9 ! case ( an individual ^: 
prim>y insurance am\nt w\ld be comput$  
"u p>agraph 7#a7 ( ?is subsection--  7i7
 :o fir/ becomes eligible = an old-age  
or disability insurance b5efit aft]     
#bjba & be=e #bjfa1  7ii7 :o subsequ5tly
 becomes entitl$ to su* b5efit1 &  7iii7
 :o has e>n+s d]iv$ f noncov]$ s]vice   
p]=m$ 9 a ye> aft] #aigg1  ! prim>y     
insurance am\nt ( su* individual %all be
 ! high] ( ! am\nt comput$ or recomput$ 
"u p>agraph 7#g7 )\t reg>d to ?is       
p>agraph or ! am\nt t w\ld be comput$ or
 recomput$ "u p>agraph 7#h7 if !        
individual 7 an individual describ$ 9   
subp>agraph 7,a7 ( su* p>agraph4  4  7b7
 ,con=m+ am5dm5t ,section               
#bae7;a77#g77;,a7 ( su* ,act 7#db       
,u4,s4,c4 #dae7;a77#g77;,a771 z am5d$ by

 section #b7;b71 is fur!r am5d$ by /rik+
 %all be comput$ or recomput$ & ins]t+  
%all1 subject to p>agraph 7#i71 be      
comput$ or recomput$4  7c7 ,effective   
date ,! am5dm5ts made by ?is section    
%all apply ) respect to mon?ly insurance
 b5efits payable on or aft] ,janu>y #a1 
#bjbb4  #d4 ,additional mon?ly paym5t = 
individuals ^: b5efit am\nt is r$uc$ by 
! w9dfall elim9ation provision  7a7 ,9  
g5]al ,section #bae7;a7 ( su* ,act 7#db 
,u4,s4,c4 #dae7;a771 z am5d$ by sections
 #b & #c1 is fur!r am5d$ by add+ at !   
end ! foll[+3  7#aj7  7,a7 ,= any mon? 9
 a cal5d> ye> aft] #bjai1 ! ,commission]
 ( ,social ,security %all1 subject to   
subp>agraphs 7,c7 & 7,d71 make an       
additional mon?ly paym5t ( #ajj to ea*  
individual :o is an eligible individual 
= su* mon?1 & an additional mon?ly      
paym5t ( #ej to ea* individual 7o!r ?an 
an eligible individual7 :o is entitl$ to
 a b5efit "u section #bjb = su* mon? on 
! basis ( ! wages & self-employm5t      
income ( su* eligible individual4  7,b7 

,= purposes ( ?is p>agraph1 ! t]m       
eligible individual = a mon? means an   
individual :o-- 7i7 7,i7 fir/ becomes   
eligible = an old-age or disability     
insurance b5efit "u ?is title be=e      
#bjbb2 or  7,,ii7 is an individual      
describ$ 9 p>agraph 7#h77;,e72 &  7ii7  
is entitl$ to an old-age or disability  
insurance b5efit "u ?is title = su* mon?
 bas$ on a prim>y insurance am\nt t 0   
comput$ or recomput$ "u p>agraph 7#g7 7&
 n subsequ5tly recomput$ "u any o!r     
p>agraph ( ?is subsection74  7,c7 ,9 any
 case 9 :i* ?is title provides t no     
mon?ly b5efit "u section #bjb or #bbc   
%all be paid to an individual = a mon?1 
no additional mon?ly paym5t %all be paid
 to ! individual = su* mon?4 ,?is       
subp>agraph %all n apply 9 ! case ( an  
individual ^: mon?ly b5efit "u section  
#bjb or #bbc is r$uc$1 reg>dless ( !    
am\nt ( ! r$uction1 bas$ on !           
individual's receipt ( o!r income or    
b5efits = su* mon? or ! application (   
section #bjc7;a7 or due to ! adju/m5t or

 recov]y ( an ov]paym5t "u section #bjd4
  7,d7  7i7 ,an individual is n entitl$ 
to receive m ?an "o additional mon?ly   
paym5t = a mon? "u ?is p>agraph4  7ii7  
,an eligible individual :o is entitl$ to
 a b5efit "u section #bjb on ! basis ( !
 wages & self-employm5t income ( ano!r  
eligible individual = a mon? %all       
receive an additional mon?ly paym5t "u  
?is p>agraph 9 ! am\nt ( #ajj = su*     
mon?4  7,e7 ,except = purposes (        
adju/m5t or recov]y ( an ov]paym5t "u   
section #bjd1 an additional mon?ly      
paym5t "u ?is p>agraph %all n be subject
 to any r$uction or d$uction "u ?is     
title4  7,f7 ,:5ev] b5efit am\nts "u ?is
 title are increas$ by any p]c5tage     
effective ) any mon? z a result ( a     
det]m9ation made "u subsection 7i71 ea* 
( ! doll> am\nts 9 subp>agraph 7,a7 %all
 be increas$ by ! same p]c5tage = mon?s 
beg9n+ ) su* mon?4  4  7b7 ,effective   
date ,! am5dm5ts made by ?is section    
%all apply ) respect to mon?ly insurance
 b5efits payable on or aft] ,janu>y #a1 

#bjbj4  #e4 ,report+ ( noncov]$ e>n+s on
 social security acc\nt /atem5ts  7a7 ,9
 g5]al ,section #aadc7;a77#b7 ( !       
,social ,security ,act 7#db ,u4,s4,c4   
#acbj;b-#ac7;a77#b77 is am5d$-- 7#a7 by 
r$esignat+ subp>agraphs 7,b7 ?r\gh 7,e7 
z subp>agraphs 7,c7 ?r\gh 7,f72 &  7#b7 
by ins]t+ aft] subp>agraph 7,a7 !       
foll[+3  7,b7 ! am\nt ( e>n+s d]iv$ by !
 eligible individual f s]vice p]=m$ aft]
 #aigg :i* did n con/itute employm5t 7z 
def9$ 9 section #baj71 n includ+ s]vice 
z a memb] ( a uni=m$ s]vice 7z def9$ 9  
section #baj7m771 z %[n by ! records ( !
 ,commission] at ! date ( ! reque/2  4  
7b7 ,effective date ,! am5dm5ts made by 
?is section %all apply ) respect to     
,social ,security acc\nt /atem5ts issu$ 
on or aft] ,janu>y #a1 #bjbj4  #f4 ,/udy
 on p>tn]+ ) ,/ate & local p5sion sy/ems
  7a7 ,/udy  7#a7 ,9 g5]al ,!           
,commission] ( ,social ,security %all   
/udy & te/ ! adm9i/rative feasibility ( 
p>tn]+ ) ,/ate & local p5sion sy/ems1 or
 o!r gov]nm5tal entities1 to improve !  

collection & %>+ ( in=mation relat+ to  
,/ate & local noncov]$ p5sions4  7#b7   
,coord9ation ) ,/ate & local p5sion     
sy/ems ,9 conduct+ ! /udy describ$ 9    
p>agraph 7#a71 ! ,commission] %all      
coord9ate ) ,/ate & local p5sion sy/ems 
t reflect ! div]sity ( sy/ems &         
individual exp]i5ces to explore !       
developm5t ( automat$ data ex*ange      
agreem5ts t facilitate report+ (        
in=mation relat+ to noncov]$ p5sions4   
7b7 ,report ,! ,commission] ( ,social   
,security %all conclude ! /udy describ$ 
9 subsection 7a7 n lat] ?an #d ye>s aft]
 ! date ( enactm5t ( ?is ,act4 ,z soon z
 possible aft] conclusion ( ! /udy & n  
lat] ?an #da_/b ye>s aft] ! date (      
enactm5t ( ?is ,act1 ! ,commission] %all
 submit to ! ,committee on ,ways &      
,means ( ! ,h\se ( ,repres5tatives & !  
,committee on ,f9ance ( ! ,s5ate a      
report on ! results ( ! /udy4 ,su*      
report %all include ! foll[+3  7#a7 ,a  
discussion ( h[ ! automat$ data ex*ange 
agreem5ts c\ld be implem5t$ to cov]     

noncov]$ p5sions nationally1 includ+ !  
range ( implem5tation timel9es across   
,/ate & local p5sion sy/ems1 or ) o!r   
gov]nm5tal entities4  7#b7 ,an analysis 
( ! b>ri]s to develop+ automat$ data    
ex*ange agreem5ts & lessons le>n$ t c   
help address ^! b>ri]s4  7#c7 ,a        
description ( alt]native me?ods = obta9+
 in=mation relat$ to noncov]$ p5sions1 &
 an analysis ( ! b>ri]s to obta9+       
noncov]$ p5sion data ?r\gh su* me?ods4  
7#d7 ,an explanation ( h[ cov]age       
in=mation is obta9$ by ! ,social        
,security ,adm9i/ration :5 an individual
 pur*ases s]vice cr$its to apply to a   
new cov]$ or noncov]$ p5sion aft] mov+ f
 ano!r cov]$ or noncov]$ p5sion )9 !    
,/ate or 9 ano!r ,/ate4  7#e7 ,an       
e/imate ( ! total am\nt1 z ( ! date ( ! 
enactm5t ( ?is ,act1 ( noncov]$ p5sions 
n report$ to ! ,social ,security        
,adm9i/ration z a result ( noncompliance
 ) volunt>y report+ policies4  7c7 ,/ate
 & local p5sion in=mation ,to be reque/$
 by ! ,commission] ,section #bjb ( !    

,social ,security ,act 7#db ,u4,s4,c4   
#djb7 is am5d$ by ins]t+ aft] subsection
 7l7 ! foll[+3  7m7 ,/ate & local p5sion
 in=mation ,to be reque/$ by !          
,commission]  7#a7 ,! ,commission] may  
p>tn] ) ,/ates to reque/ in=mation1     
includ+ ! in=mation specifi$ 9 p>agraph 
7#b71 ) respect to any designat$        
di/ribution 7z def9$ 9 section          
#cdje7;e77#a7 ( ! ,int]nal ,rev5ue ,code
 ( #aihf7 f an employ] def]r$           
comp5sation plan 7z def9$ 9 section     
#cdje7;e77#e7 ( su* ,code7 ( ! ,/ate 7or
 political subdivision !re(7 to a       
p>ticipant ( su* plan 9 any case 9 :i*  
any portion ( su* p>ticipant's e>n+s =  
s]vice "u su* plan did n con/itute      
employm5t z def9$ 9 section #baj =      
purposes ( ?is title4  7#b7 ,! in=mation
 specifi$ 9 ?is p>agraph is ! foll[+3   
7,a7 ,! "n & ,social ,security acc\nt   
numb] ( ! p>ticipant receiv+ ! designat$
 di/ribution4  7,b7 ,! doll> am\nt ( !  
designat$ di/ribution & ! date paid4    
7,c7 ,! date on :i* ! p>ticipant        

initially became eligible = a designat$ 
di/ribution "u ! plan &1 if diff]5t1 !  
date ( paym5t ( ! initial designat$     
di/ribution4  7,d7 ,! dates ( ea* p]iod 
( s]vice "u ! plan t did n con/itute    
employm5t z def9$ 9 section #baj =      
purposes ( ?is title1 & ! dates ( any   
o!r p]iod ( s]vice "u ! plan4  4  7d7   
,def9itions ,9 ?is section-- 7#a7 ! t]m 
noncov]$ p5sion means a p5sion any "p ( 
:i* is bas$ on noncov]$ s]vice 7)9 !    
mean+ ( section #bae7;a77#g7 ( ! ,social
 ,security ,act 7#db ,u4,s4,c4          
#dae7;a77#g7772 &  7#b7 ! t]m cov]$     
p5sion means any o!r p5sion4