,,ii  #aag? ,,congress  #a/ ,session    
,s4 #bjfe  ,,9 ,,! ,,s5ate ,,( ,,!      
,,unit$ ,,/ates  ,june #ae1 #bjba,mr4   
,br[n 7= himself1 ,mr4 ,s&]s1 ,ms4      
,w>r51 ,mr4 ,padilla1 ,ms4 ,baldw91 ,mr4
 ,van ,holl51 ,mr4 ,m>key1 ,mr4 ,book]1 
,ms4 ,duckwor?1 ,ms4 ,hirono1 ,mr4      
,blum5?al1 ,mrs4 ,murray1 ,mr4 ,wyd51   
,mr4 ,durb91 ,mr4 ,:iteh\se1 ,mr4       
,m55dez1 ,mr4 ,casey1 & ,ms4 ,smi?7     
introduc$ ! foll[+ bill2 :i* 0 read     
twice & ref]r$ to ! ,committee on       
,f9ance  ,a ,,bill  ,to am5d title ,,xvi
 ( ! ,social ,security ,act to update   
eligibility = ! supplem5tal security    
income program1 & = o!r purposes4  #a4  
,%ort title2 table ( cont5ts  7a7 ,%ort 
title ,?is ,act may be cit$ z !         
,supplem5tal ,security ,income          
,re/oration ,act ( #bjba4  7b7 ,table ( 
cont5ts ,! table ( cont5ts = ?is ,act is
 z foll[s3 ,sec4 #a4 ,%ort title2 table 
( cont5ts4,sec4 #b4 ,update 9           
eligibility = ! supplem5tal security    
income program4,sec4 #c4 ,update 9      

supplem5tal security income b5efit      
am\nts & repeal ( m>riage p5alty4,sec4  
#d4 ,support & ma9t5ance furni%$ 9 k9d n
 includ$ z income4,sec4 #e4 ,exclusion (
 retirem5t acc\nts f res\rces4,sec4 #f4 
,repeal ( p5alty = disposal ( res\rces =
 less ?an fair m>ket value4,sec4 #g4    
,cl>ify+ ! treatm5t ( c]ta9 ,/ate tax   
cr$its4,sec4 #h4 ,elim9ation ( d$icat$  
acc\nts = c]ta9 pa/-due b5efits4,sec4   
#i4 ,elim9ation ( in/allm5t paym5t      
requirem5t4,sec4 #aj4 ,ext5sion ( p]iod 
( exclusion ( c]ta9 paym5ts f c\ntable  
res\rces4,sec4 #aa4 ,modification (     
rules to det]m9e m>ital                 
relation%ips4,sec4 #ab4 ,effective date4
  #b4 ,update 9 eligibility = !         
supplem5tal security income program  7a7
 ,update 9 g5]al income exclusion       
,section #afab7;b77#b77;,a7 ( ! ,social 
,security ,act 7#db ,u4,s4,c4           
#achb;a7b77#b77;,a77 is am5d$ by /rik+  
#bdj & ins]t+ #a1ecf 7increas$ z        
describ$ 9 section #afag7;d7 = ea*      
cal5d> ye> aft] #bjbb74  7b7 ,update 9  

e>n$ income exclusion ,section          
#afab7;b77#d7 ( su* ,act 7#db ,u4,s4,c4 
#achb;a7b77#d77 is am5d$ by /rik+ #ghj  
ea* place x appe>s & ins]t+ #d1iib      
7increas$ z describ$ 9 section #afag7;d7
 = ea* cal5d> ye> aft] #bjbb74  7c7     
,update 9 res\rce limit = individuals & 
c\ples ,section #afaa7;a77#c7 ( su* ,act
 7#db ,u4,s4,c4 #achb7;a77#c77 is       
am5d$-- 7#a7 9 subp>agraph 7,a71 by     
/rik+ #b1bej & all t foll[s ?r\gh ! end 
( ! subp>agraph & ins]t+ #bj1jjj 9      
cal5d> ye> #bjbb1 & %all be increas$ z  
describ$ 9 section #afag7;d7 = ea*      
subsequ5t cal5d> ye>42 &  7#b7 9        
subp>agraph 7,b71 by /rik+ #a1ejj & all 
t foll[s ?r\gh ! end ( ! subp>agraph &  
ins]t+ #aj1jjj 9 cal5d> ye> #bjbb1 &    
%all be increas$ z describ$ 9 section   
#afag7;d7 = ea* subsequ5t cal5d> ye>44  
7d7 ,inflation adju/m5t ,section #afag (
 su* ,act 7#db ,u4,s4,c4 #achb;f7 is    
am5d$-- 7#a7 9 ! section head+1 by      
ins]t+ 2 inflation adju/m5t aft]        
b5efits2 &  7#b7 by add+ at ! end !     

foll[+3  7d7 ,9 ! case ( any cal5d> ye> 
aft] #bjbb1 ea* ( ! am\nts specifi$ 9   
sections #afaa7;a77#c71                 
#afab7;b77#b77;,a71 & #afab7;b77#d7 %all
 be increas$ by multiply+ ea* su* am\nt 
by ! quoti5t 7n less ?an #a7 obta9$ by  
divid+-- 7#a7 ! av]age ( ! ,consum]     
,price ,index = ,eld]ly ,consum]s       
7,,cpi-,e1 z publi%$ by ! ,bureau (     
,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor7
 = ! #ab-mon? p]iod end+ ) ,septemb] ( !
 prec$+ cal5d> ye>1 by  7#b7 su* av]age 
= ! #ab-mon? p]iod end+ ) ,septemb]     
#bjba4  4  #c4 ,update 9 supplem5tal    
security income b5efit am\nts & repeal (
 m>riage p5alty  7a7 ,9 g5]al ,section  
#afaa7;b7 ( ! ,social ,security ,act    
7#db ,u4,s4,c4 #achb7;b77 is am5d$--    
7#a7 9 p>agraphs 7#a7 & 7#b71 by ins]t+ 
?r\gh cal5d> ye> #bjba aft] any cal5d>  
ye> !reaft]2 &  7#b7 by add+ at ! end ! 
foll[+ new p>agraph3  7#c7 ,! b5efit "u 
?is title = cal5d> ye> #bjbb & ea*      
cal5d> ye> !reaft] %all be equal to--   
7,a7 = an individual :o does n h an     

eligible sp\se1 an am\nt equal to !     
pov]ty l9e 7z def9$ 9 section           
#baaj7;c77#e77 applicable to a family ( 
#a = ! cal5d> ye> involv$2 &  7,b7 = an 
individual :o has an eligible sp\se1 an 
am\nt equal to twice ! am\nt specifi$ = 
! cal5d> ye> involv$ "u subp>agraph     
7,a71  r$uc$ by ! am\nt ( income1 n     
exclud$ pursuant to section #afab7;b71 (
 su* individual & 7if applicable7 su*   
eligible sp\se4  4  7b7 ,con=m+ am5dm5ts
  7#a7 ,section #afag7;a77#a7 ( !       
,social ,security ,act 7#db ,u4,s4,c4   
#achb;f7a77#a77 is am5d$ by /rik+ 1     
7a77#b77;,a71 7b77#a71 & 7b77#b7 &      
ins]t+ & 7a77#b77;,a74  7#b7 ,section   
#afai7;a77#a7 ( su* ,act 7#db ,u4,s4,c4 
#achb;h7a77#a77 is am5d$ by /rik+ "u    
section #afaa7;b77#a7 7or1 9 ! case ( an
 individual :o has an eligible sp\se1 "u
 section #afaa7;b77#b77 & ins]t+ "u     
section #afaa7;b77#c77;,a7 7or1 9 ! case
 ( an individual :o has an eligible     
sp\se1 "u section #afaa7;b77#c77;,b774  
7#c7 ,section #afba7;b77#a77;,b77i7 (   

su* ,act 7#db ,u4,s4,c4                 
#achb;j7b77#a77;,b77i77 is am5d$ by     
/rik+ section #afaa7;b77#a7 & ins]t+    
#afaa7;b77#c77;,a74  7#d7 ,section      
#aijc7;f77#d77;,c7 ( su* ,act 7#db      
,u4,s4,c4 #acif;b7f77#d77;,c77 is am5d$ 
by /rik+ section #afaa7;b77#a7 & ins]t+ 
section #afaa7;b77#c77;,a74  7#e7       
,section #aiae7;h77#f77;,a7 ( su* ,act  
7#db ,u4,s4,c4 #acifn7h77#f77;,a77 is   
am5d$ by /rik+ section #afaa7;b77#a7 &  
ins]t+ section #afaa7;b77#c77;,a74  #d4 
,support & ma9t5ance furni%$ 9 k9d n    
includ$ z income  7a7 ,9 g5]al ,section 
#afab7;a77#b7 ( su* ,act 7#db ,u4,s4,c4 
#achb;a7a77#b77 is am5d$-- 7#a7 by      
ins]t+ 7o!r ?an support or ma9t5ance    
furni%$ 9 k9d7 aft] all o!r income2 &   
7#b7 9 subp>agraph 7,a7-- 7,a7 by /rik+ 
or k9d2  7,b7 by /rik+ clause 7i7 &     
r$esignat+ clauses 7ii7 & 7iii7 z       
clauses 7i7 & 7ii71 respectively2 &     
7,c7 9 clause 7ii7 7z s r$esignat$71 by 
/rik+ & ! provisions ( clause 7i7 %all n
 be applicable4  7b7 ,con=m+ am5dm5ts   

7#a7 ,section #afaa7;c7 ( su* ,act 7#db 
,u4,s4,c4 #achb7;c77 is am5d$ by /rik+  
p>agraph 7#f7 & r$esignat+ p>agraphs    
7#g7 ?r\gh 7#aj7 z p>agraphs 7#f7 ?r\gh 
7#i71 respectively4  7#b7 ,section      
#afab7;a77#b7 ( su* ,act 7#db ,u4,s4,c4 
#achb;a7a77#b77 is am5d$-- 7,a7 9       
subp>agraph 7,f71 by ins]t+ & at ! end2 
7,b7 9 subp>agraph 7,g71 by /rik+ 2 & & 
ins]t+ a p]iod2  7,c7 by mov+           
subp>agraph 7,g7 #b ems to ! "r2 &  7,d7
 by /rik+ subp>agraph 7,h74  7#c7       
,section #afba7;c7 ( su* ,act 7#db      
,u4,s4,c4 #achb;j7c77 is am5d$ to read z
 foll[s3  7c7 ,9 det]m9+ ! am\nt (      
income ( an ali5 dur+ ! p]iod ( #e ye>s 
aft] su* ali5's entry into ! ,unit$     
,/ates1 support or ma9t5ance furni%$ 9  
ca% to ! ali5 by su* ali5's sponsor 7to 
! ext5t t x reflects income or res\rces 
:i* 7 tak5 into acc\nt 9 det]m9+ ! am\nt
 ( income & res\rces to be deem$ to !   
ali5 "u subsection 7a7 or 7b7 ( ?is     
section7 %all n be consid]$ to be income
 ( su* ali5 "u section                  

#afab7;a77#b77;,a74  4  #e4 ,exclusion (
 retirem5t acc\nts f res\rces ,section  
#afac7;a7 ( ! ,social ,security ,act    
7#db ,u4,s4,c4 #achb;b7a77 is am5d$--   
7#a7 9 p>agraph 7#af71 by /rik+ 2 & &   
ins]t+ a semicolon2  7#b7 9 p>agraph    
7#ag71 by /rik+ ! p]iod at ! end &      
ins]t+ 2 &2 &  7#c7 by ins]t+ aft]      
p>agraph 7#ag7 ! foll[+ new p>agraph3   
7#ah7 any qualifi$ retirem5t plan or    
eligible def]r$ comp5sation plan 7z su* 
t]ms are def9$ 9 sections #digd7;c7 &   
#deg7;b71 respectively1 ( ! ,int]nal    
,rev5ue ,code ( #aihf74  4  #f4 ,repeal 
( p5alty = disposal ( res\rces = less   
?an fair m>ket value ,section #afac7;c7 
( su* ,act 7#db ,u4,s4,c4 #achb;b7c77 is
 am5d$ to read z foll[s3  7c7           
,notification ( ,m$icaid ,policy        
,re/rict+ ,eligibility (                
,in/itutionaliz$ ,individuals = ,b5efits
 ,bas$ on ,disposal ( ,res\rces = ,less 
,?an ,fair ,m>ket ,value  7#a7 ,9 g5]al 
,at ! "t an individual 7& ! individual's
 eligible sp\se1 if any7 applies =      

b5efits "u ?is title1 & at ! "t !       
eligibility ( an individual 7& su*      
sp\se1 if any7 = su* b5efits is         
r$et]m9$1 ! ,commission] ( ,social      
,security %all-- 7,a7 in=m su*          
individual ( ! provisions ( section     
#aiag7;c7 provid+ = a p]iod (           
ineligibility = b5efits "u title ,,xix =
 individuals :o make c]ta9 dispositions 
( res\rces = less ?an fair m>ket value1 
& in=m su* individual t in=mation obta9$
 pursuant to subp>agraph 7,b7 w be made 
available to ! ,/ate ag5cy adm9i/]+ a   
,/ate plan "u title ,,xix 7z provid$ 9  
p>agraph 7#b772 &  7,b7 obta9 f su*     
individual in=mation :i* may be us$ by !
 ,/ate ag5cy 9 det]m9+ :e!r or n a p]iod
 ( ineligibility = su* b5efits w\ld be  
requir$ by reason ( section #aiag7;c74  
7#b7 ,provision ( in=mation to ,/ate    
,m$icaid ag5cies ,! ,commission] (      
,social ,security %all make ! in=mation 
obta9$ "u p>agraph 7#a77;,b7 available1 
on reque/1 to any ,/ate ag5cy adm9i/]+ a
 ,/ate plan approv$ "u title ,,xix4  4  

#g4 ,cl>ify+ ! treatm5t ( c]ta9 ,/ate   
tax cr$its ,title ,,xvi ( ! ,social     
,security ,act 7#db ,u4,s4,c4 #achb;a7  
is am5d$-- 7#a7 9 section               
#afab7;b77#ai71 by /rik+ & any paym5t & 
all t foll[s ?r\gh cr$it7 & ins]t+ & any
 refund ( ,/ate income taxes made to su*
 individual 7or su* sp\se7 by reason ( a
 ,/ate e>n$ income tax cr$it 7z def9$ by
 ! ,secret>y72 &  7#b7 9 section        
#afac7;a77#aa7-- 7,a7 9 subp>agraph     
7,a71 by ins]t+ 1 & any refund ( ,/ate  
income taxes made to su* individual 7or 
su* sp\se7 by reason ( a ,/ate *ild tax 
cr$it 7z def9$ by ! ,secret>y7 be=e !   
semicolon2 &  7,b7 9 subp>agraph 7,b71  
by /rik+ & any paym5t & all t foll[s    
?r\gh cr$it7 & ins]t+ & any refund (    
,/ate income taxes made to su*          
individual 7or su* sp\se7 by reason ( a 
,/ate e>n$ income tax cr$it 7z def9$ by 
! ,secret>y74  #h4 ,elim9ation ( d$icat$
 acc\nts = c]ta9 pa/-due b5efits  7a7 ,9
 g5]al ,section #afca7;a77#b7 ( !       
,social ,security ,act 7#db ,u4,s4,c4   

#achc7;a77#b77 is am5d$ by /rik+        
subp>agraph 7,f74  7b7 ,con=m+ am5dm5ts 
7#a7 ,relat+ to paym5ts & proc$ures     
,section #afca7;a77#b7 ( ! ,social      
,security ,act 7#db ,u4,s4,c4           
#achc7;a77#b771 z am5d$ by subsection   
7a71 is am5d$-- 7,a7 by r$esignat+      
subp>agraphs 7,g71 7,h71 & 7,i7 z       
subp>agraphs 7,f71 7,g71 & 7,h71        
respectively2  7,b7 9 subp>agraph       
7,b77vii77,i71 by /rik+ subp>agraph 7,i7
 & ins]t+ subp>agraph 7,h72  7,c7 9     
subp>agraph 7,d7-- 7i7 9 clause 7i71 by 
/rik+ subp>agraphs 7,e7 & 7,f7 & ins]t+ 
subp>agraph 7,e72 &  7ii7 9 clause 7ii71
 by /rik+ subp>agraph 7,i7 & ins]t+     
subp>agraph 7,h72  7,d7 9 subp>agraph   
7,e71 by /rik+ subp>agraph 7,h77ii7 &   
ins]t+ subp>agraph 7,g77ii72 &  7,e7 9  
subp>agraph 7,g77i77,,ii71 z r$esignat$ 
by subp>agraph 7,a71 by /rik+           
subp>agraph 7,i7 & ins]t+ subp>agraph   
7,h74  7#b7 ,exclusions f income  7,a7  
,9 g5]al ,section #afab7;b7 ( ! ,social 
,security ,act is am5d$-- 7i7 by /rik+  

p>agraph 7#ba72 &  7ii7 by r$esignat+   
p>agraphs 7#bb7 ?r\gh 7#bf7 z p>agraphs 
7#ba7 ?r\gh 7#be71 respectively4  7,b7  
,con=m+ am5dm5t ,section #afac7;a77#ag7 
( su* ,act is am5d$ by /rik+ section    
#afab7;b77#bf7 & ins]t+ section         
#afab7;b77#be74  7#c7 ,exclusions f     
res\rces ,section #afac7;a7 ( ! ,social 
,security ,act1 z am5d$ by section #e1  
is am5d$-- 7,a7 by /rik+ p>agraph 7#ab72
 &  7,b7 by r$esignat+ p>agraphs 7#ac7  
?r\gh 7#ah7 z p>agraphs 7#ab7 ?r\gh     
7#ag71 respectively4  7c7 ,treatm5t (   
am\nts transf]r$ f d$icat$ acc\nts      
,am\nts transf]r$ f an acc\nt e/abli%$  
on behalf ( an individual z describ$ 9  
section #afca7;a77#b77;,f7 ( ! ,social  
,security ,act 7#db ,u4,s4,c4           
#achc7;a77#b77;,f77 7z 9 effect on ! day
 be=e ! date ( enactm5t ( ?is ,act7 into
 ano!r acc\nt ( ! individual z a result 
( ! am5dm5ts made by ?is section %all n 
be tak5 into acc\nt z income or res\rces
 ( su* individual = purposes ( det]m9+ !
 eligibility ( su* individual or any o!r

 individual = b5efits or assi/ance1 or !
 am\nt or ext5t ( su* b5efits or        
assi/ance1 "u title ,,xvi ( ! ,social   
,security ,act 7#db ,u4,s4,c4 #acha et  
seq471 "u any o!r ,f$]al program1 or "u 
any ,/ate or local program f9anc$ 9 :ole
 or 9 "p ) ,f$]al funds4  #i4           
,elim9ation ( in/allm5t paym5t          
requirem5t ,section #afca7;a7 ( !       
,social ,security ,act 7#db ,u4,s4,c4   
#achc7;a77 is am5d$ by /rik+ p>agraph   
7#aj74  #aj4 ,ext5sion ( p]iod (        
exclusion ( c]ta9 paym5ts f c\ntable    
res\rces ,section #afac7;a77#g7 ( !     
,social ,security ,act 7#db ,u4,s4,c4   
#achb;b7a77#g77 is am5d$ by /rik+ #i    
mon?s & ins]t+ #ba mon?s4  #aa4         
,modification ( rules to det]m9e m>ital 
relation%ips  7a7 ,9 g5]al ,section     
#afad7;d7 ( ! ,social ,security ,act    
7#db ,u4,s4,c4 #achb;c7d77 is am5d$ by  
/rik+ except t & all t foll[s ?r\gh !   
end ( ! subsection & ins]t+ except t if 
two individuals h be5 det]m9$ to be     
m>ri$ "u section #baf7;h77#a7 = purposes

 ( title ,,ii !y %all be consid]$ 7f &  
aft] ! date ( su* det]m9ation or ! date 
( _! application = b5efits "u ?is title1
 :i*ev] is lat]7 to be m>ri$ = purposes 
( ?is title44  7b7 ,con=m+ am5dm5ts     
,title ,,xvi ( ! ,social ,security ,act 
7#db ,u4,s4,c4 #acha et seq47 is am5d$--
 7#a7 9 section #afaa7;e77#c7-- 7,a7 by 
/rik+ a husb& & wife ea* place x appe>s 
& ins]t+ two m>ri$ individuals2 &  7,b7 
by /rik+ su* husb& & wife & ins]t+ su*  
m>ri$ individuals2  7#b7 9 section      
#afad7;b7-- 7,a7 9 ! fir/ s5t5ce1 by    
/rik+ ! husb& or wife ( & ins]t+ m>ri$  
to2 &  7,b7 9 ! second s5t5ce1 by /rik+ 
husb& & wife & ins]t+ m>ri$2 &  7#c7 9  
section #afca7;b77#a77;,a77i71 by /rik+ 
husb& or wife & ins]t+ sp\se4  #ab4     
,effective date ,! am5dm5ts made by ?is 
,act %all take effect on ,janu>y #a1    
#bjbb4