,i  #aaf? ,,congress  #a/ ,session  ,h4 
,r4 #dedj  ,,9 ,,! ,,h\se ,,(           
,,repres5tatives  ,septemb] #bg1        
#bjai,mr4 ,neal introduc$ ! foll[+ bill2
 :i* 0 ref]r$ to ! ,committee on ,ways &
 ,means  ,a ,,bill  ,to am5d title ,,ii 
( ! ,social ,security ,act to provide an
 equitable ,social ,security =mula =    
individuals ) noncov]$ employm5t & to   
provide relief = individuals curr5tly   
affect$ by ! ,w9dfall ,elim9ation       
,provision4  #a4 ,%ort title ,?is ,act  
may be cit$ z ! ,public ,s]vants        
,protection & ,fairness ,act4  #b4      
,alt]native =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] #bjba &

 :o subsequ5tly becomes entitl$ to su*  
b5efit2  7ii7 :o has e>n+s d]iv$ f      
noncov]$ s]vice p]=m$ 9 a ye> aft] #aigg
 & is entitl$ to a mon?ly p]iodic paym5t
 bas$ on su* e>n+s2 &  7iii7 :o has less
 ?an #cj ye>s ( cov]age 7z def9$ =      
purposes ( p>agraph 7#g77;,d771  !      
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 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$1
 if n a multiple ( #j4aj1 to ! next l[] 
multiple ( #j4aj4  7,c7  7i7 ,= purposes
 ( det]m9+ an individual's prim>y       
insurance am\nt & av]age index$ mon?ly  
e>n+s 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 #baj7m777 =   
: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 #baj7m777 to be treat$ z record$
 noncov]$ e>n+s4 ,su* me?ods %all       
provide = reliance on e>n+s in=mation   
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  7iv7 ,9 !    
case ( any individual :o1 at ! "t (     
application = old-age or disability     
insurance b5efits "u ?is title1 has     
record$ noncov]$ e>n+s 9 an am\nt !     
,commission] ( ,social ,security        
det]m9es may entitle ! individual to a  
mon?ly p]iodic paym5t bas$ on su* e>n+s 
7b ^: application does n report su* a   
mon?ly p]iodic paym5t71 ! ,commission]  
%all reconfirm ) ! individual :e!r su* a
 mon?ly p]iodic paym5t is be+ paid 9    
ord] to ensure ! prop] application (    
p>agraph 7#g7 & ?is p>agraph4  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$-- 
7#a7 by /rik+ h]eaft] 9 ?is p>agraph & 9
 subsection 7d77#c7 & ins]t+ 9 ?is      
p>agraph1 p>agraph 7#h71 & subsection   
7d77#c72 &  7#b7 by /rik+ %all be       
comput$ or recomput$ & ins]t+ %all1     

subject to p>agraph 7#h71 be comput$ or 
recomput$4  7c7 ,effective date ,!      
am5dm5ts made by ?is section %all apply 
) respect to mon?ly insurance b5efits   
payable on or aft] ,janu>y #a1 #bjbb4   
#c4 ,additional mon?ly paym5t = c]ta9   
individuals ^: b5efit am\nt is r$uc$ by 
! w9dfall elim9ation provision  7a7 ,9  
g5]al ,section #bae7;a7 ( su* ,act 7#db 
,u4,s4,c4 #dae7;a771 z am5d$ by section 
#b7;a71 is fur!r am5d$ by add+ at ! end 
! foll[+3  7#i7  7,a7 ,= any mon? beg9n+
 at lea/ #bgj days aft] ! date ( !      
enactm5t ( ! ,public ,s]vants           
,protection & ,fairness ,act1 !         
,commission] ( ,social ,security %all1  
subject to subp>agraphs 7,d7 & 7,e71    
make an additional mon?ly paym5t to ea* 
individual :o is an eligible individual 
= su* mon?1 9 an am\nt equal to ! am\nt 
det]m9$ "u subp>agraph 7,c7 ) respect to
 su* eligible individual4  7,b7 ,=      
purposes ( ?is p>agraph1 ! t]m eligible 
individual = a mon? means an individual 
7o!r ?an an individual describ$ 9       

p>agraph 7#h77;,e77 :o-- 7i7 fir/       
becomes eligible = an old-age or        
disability insurance b5efit "u ?is title
 be=e #bjbb2 &  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  ,= purposes
 ( clause 7i71 an individual %all be    
deem$ eligible = a b5efit = a mon? if1  
^u fil+ application !re= 9 su* mon?1 !  
individual w\ld be entitl$ to su* b5efit
 = su* mon?4  7,c7  7i7 ,! am\nt det]m9$
 "u ?is p>agraph ) respect to an        
eligible individual is #aej1 except t 9 
any case 9 :i* ! am\nt by :i* ! prim>y  
insurance am\nt ( su* eligible          
individual t w\ld be comput$ = !        
individual's initial computation mon? "u
 p>agraph 7#a7 ( ?is subsection )\t     
reg>d to p>agraph 7#g7 exce$s ! am\nt ( 
su* prim>y insurance am\nt comput$ or   
recomput$ = su* mon? "u p>agraph 7#g7 is

 less ?an #aej1 ! am\nt det]m9$ "u ?is  
p>agraph %all equal ! am\nt ( su*       
excess4  7ii7 ,= purposes ( ?is         
subp>agraph1 ! t]m initial computation  
mon? means1 ) respect to an individual1 
! lat] (-- 7,i7 ! #a/ mon? beg9n+ at    
lea/ #bgj days aft] ! date ( ! enactm5t 
( ! ,public ,s]vants ,protection &      
,fairness ,act2 or  7,,ii7 ! #a/ mon? = 
:i* ! individual's prim>y insurance     
am\nt is comput$ or recomput$ "u        
p>agraph 7#g74  7,d7 ,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--  7i7 ! individual's 
receipt ( o!r income or b5efits = su*   
mon?2 or  7ii7 ! adju/m5t or recov]y (  
an ov]paym5t "u section #bjd4  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* additional mon?ly   
paym5t am\nt payable to an eligible     
individual "u ?is p>agraph %all be      
increas$ by ! same p]c5tage = mon?s     
beg9n+ ) su* mon?4  7,g7 ,! am\nt ( any 
additional mon?ly paym5t "u ?is p>agraph
 %all be disreg>d$ = purposes ( det]m9+ 
! eligibility or b5efit am\nt ( an      
individual = supplem5tal security income
 b5efits payable "u title ,,xvi ( !     
,social ,security ,act1 b only if su*   
individual--  7i7 is eligible = a ca%   
b5efit payable "u section #afaa1 section
 #afai7;a71 or section #afca7;a77#g7 = !
 #a/ mon? beg9n+ at lea/ #bgj days aft] 
! date ( ! enactm5t ( ! ,public ,s]vants
 ,protection & ,fairness ,act2  7ii7 is 
an individual describ$ 9 section        

#afai7;b7 = su* mon?2 or  7iii7 is      
eligible = a ,/ate supplem5t>y paym5t = 
su* mon? ( ! type ref]r$ to 9 section   
#afaf7;a7 7or paym5ts ( ! type describ$ 
9 section #bab7;a7 ( ,public ,law       
#ic-ff7 :i* are paid by ! ,commission]  
"u an agreem5t ref]r$ to 9 section      
#afaf7;a7 7or section #bab7;a7 ( ,public
 ,law #ic-ff74  4  7b7 ,effective date  
,! am5dm5ts made by ?is section %all    
apply ) respect to mon?ly insurance     
b5efits payable = mon?s beg9n+ at lea/  
#bgj days aft] ! date ( ! enactm5t ( ?is
 ,act4  #d4 ,improvem5t 9 ,social       
,security acc\nt /atem5ts = public      
s]vants  7a7 ,9 g5]al ,section #aadc7;a7
 ( ! ,social ,security ,act 7#db        
,u4,s4,c4 #acbj;b-#ac7;a77 is am5d$--   
7#a7 9 p>agraph 7#b7--  7,a7 by         
r$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  2 &
  7,c7 9 subp>agraph 7,e7 7z r$esignat$ 
by subp>agraph 7,a771 by ins]t+ 79 !    
case ( an eligible individual describ$ 9
 p>agraph 7#c77;,c77ii71 calculat$ us+ a
 prim>y insurance am\nt e/imat$ pursuant
 to p>agraph 7#h7 ( section #bae7;a7 &  
includ+ a notation indicat+ ! use ( su* 
me?od ( calculation7 aft] acc\nt4  7#b7 
9 p>agraph 7#c77;,c77ii7-- 7,a7 by /rik+
 wages or self-employm5t income & ins]t+
 wages1 self-employm5t income1 & e>n+s  
d]iv$ f noncov]$ s]vice 7)9 ! mean+ (   
section #bae7;a77#g772 &  7,b7 by /rik+ 
( noncov]$ employm5t & ins]t+ t !       
individual's prim>y insurance am\nt w be
 comput$ "u p>agraph 7#g7 or 7#h7 (     
section #bae7;a74  7b7 ,con=m+ am5dm5ts 
,section #aadc ( ! ,social ,security    
,act 7#db ,u4,s4,c4 #acbj;b-#ac7 is     
am5d$-- 7#a7 9 subsection 7a77#b77;,f7  
7z r$esignat$ by subsection 7a77#a77;,a7

 ( ?is section71 by /rik+ sections      
#bjb7k77#e7 & #bae7;a77#g7 & all t      
foll[s ?r\gh auxili>y b5efits & ins]t+  
sections #bjb7k77#e71 #bae7;a77#g71 &   
#bae7;a77#h72 &  7#b7 9 subsection      
7d77#a7-- 7,a7 by /rik+ maximum2 &  7,b7
 by /rik+ section #bae7;a77#g7 & ins]t+ 
sections #bae7;a77#g7 & #bae7;a77#h74   
7c7 ,effective date ,! am5dm5ts made by 
?is section %all apply ) respect to     
,social ,security acc\nt /atem5ts issu$ 
on or aft] ,janu>y #a1 #bjbb4  #e4 ,/udy
 on availability ( in=mation relat+ to  
retirem5t plans  7a7 ,9 g5]al ,!        
,comptroll] ,g5]al %all conduct a /udy  
to det]m9e ! ext5t to :i* ,/ate & local 
gov]nm5ts 7or _! designees7 t ma9ta9    
retirem5t plans = _! employees possess  
or o!rwise h access to in=mation        
suffici5t to det]m9e :at am\nt ( a      
p>ticipant's b5efits "u su* plan are    
bas$ on noncov]$ s]vice 7)9 ! mean+ (   
section #bae7;a77#g7 ( ! ,social        
,security ,act 7#db ,u4,s4,c4           
#dae7;a77#g7774  7b7 ,report ,n lat] ?an

 #b ye>s aft] ! date ( ! enactm5t ( ?is 
,act1 ! ,comptroll] ,g5]al %all submit a
 report to ! ,committee on ,ways &      
,means ( ! ,h\se ( ,repres5tatives & !  
,committee on ,f9ance ( ! ,s5ate on !   
results ( ! /udy describ$ 9 subsection  
7a74  #f4 ,hold h>mless = ! ,social     
,security ,tru/ ,funds ,!re are         
appropriat$1 out ( any moneys 9 !       
,treasury n o!rwise appropriat$1 to ea* 
( ! ,f$]al ,old-,age & ,survivors       
,insurance ,tru/ ,fund & ! ,f$]al       
,disability ,insurance ,tru/ ,fund = ea*
 fiscal ye> su* am\nts z ! *ief actu>y (
 ! ,social ,security ,adm9i/ration %all 
c]tify are necess>y to place ea* su*    
,tru/ ,fund 9 ! same position at ! end (
 su* fiscal ye> z x w\ld h be5 9 if !   
am5dm5ts made by ?is ,act _h n be5      
enact$4