,,ii  #aag? ,,congress  #a/ ,session    
,s4 #bege  ,,9 ,,! ,,s5ate ,,( ,,!      
,,unit$ ,,/ates  ,july #cj1 #bjba,mr4   
,cotton 7= himself & ,mr4 ,rubio7       
introduc$ ! foll[+ bill2 :i* 0 read     
twice & ref]r$ to ! ,committee on       
,f9ance  ,a ,,bill  ,to help individuals
 receiv+ disability insurance b5efits "u
 title ,,ii ( ! ,social ,security ,act  
obta9 rehabilitative s]vices & return to
 ! work=ce1 & = o!r purposes4  #a4 ,%ort
 title2 table ( cont5ts  7a7 ,%ort title
 ,?is ,act may be cit$ z ! ,social      
,security ,disability ,insurance ,return
 to ,"w ,act4  7b7 ,table ( cont5ts ,!  
table ( cont5ts = ?is ,act is z foll[s3 
,sec4 #a4 ,%ort title2 table (          
cont5ts4,sec4 #b4 ,in=mation relat+ to !
 ,ticket to ,"w & ,self-,suffici5cy     
,program4,sec4 #c4 ,revis+ disability   
classifications4,sec4 #d4 ,requir+      
p]iodic cont9u+ disability reviews =    
c]ta9 b5efici>ies4,sec4 #e4 ,regulations
 relat$ to disability classifications & 
,c,d,rs4,sec4 #f4 ,"t-limit+ disability 

b5efits = ,,mie & ,,mil                 
individuals4,sec4 #g4 ,enc\rag+ "w by   
,,mie & ,,mil individuals4,sec4 #h4     
,increas$ fund+ = cont9u+ disability    
reviews4,sec4 #i4 ,"w opportunity tax   
cr$it = hir+ social security disability 
b5efici>ies4  #b4 ,in=mation relat+ to !
 ,ticket to ,"w & ,self-,suffici5cy     
,program ,section #aadh7;d7 ( ! ,social 
,security ,act 7#db ,u4,s4,c4           
#acbj;b-#ai7;d77 is am5d$ by add+ at !  
end ! foll[+3  7#h7 ,program adv]tisem5t
 ,! ,commission] ( ,social ,security    
%all dissem9ate in=mation relat+ to     
p>ticipation 9 ! ,program to ea* disabl$
 b5efici>y at ! "t ( su* b5efici>y's    
entitlem5t to b5efits & e #f mon?s      
!reaft]4  4  #c4 ,revis+ disability     
classifications ,section #bba ( !       
,social ,security ,act 7#db ,u4,s4,c4   
#dba7 is am5d$ by add+ at ! end ! foll[+
 new subsection3  7n7 7#a7 ,n lat] ?an  
#a ye> aft] ! date ( ! enactm5t ( ?is   
subsection1 ! ,commission] ( ,social    
,security %all e/abli% a sy/em =        

classify+ any individual :o is det]m9$  
to be entitl$ to disability insurance   
b5efits "u ?is title or to mon?ly       
b5efits "u section #bjb by reason ( be+ 
"u a disability 9 ! foll[+ mann]3 7,a7  
,an individual %all be classifi$ z      
m$ical improvem5t expect$ if ! impairm5t
 or comb9ation ( impairm5ts caus+ !     
individual to be disabl$ is expect$ to  
m$ically improve to ! po9t :]e !        
individual w no long] be disabl$ 9 #ab  
to #bd mon?s4  7,b7 ,an individual %all 
be classifi$ z m$ical improvem5t likely 
if ! impairm5t or comb9ation (          
impairm5ts caus+ ! individual to be     
disabl$ is expect$ to m$ically improve  
to ! po9t :]e ! individual w no long] be
 disabl$ 9 #be mon?s to #fj mon?s4  7,c7
 ,an individual %all be classifi$ z     
m$ical improvem5t possible if !         
impairm5t or comb9ation ( impairm5ts    
caus+ ! individual to be disabl$ is n   
expect$ to m$ically improve to ! po9t   
:]e ! individual w no long] be disabl$ 9
 #fj mon?s1 b future improvem5t is      

possible4  7,d7 ,an individual %all be  
classifi$ z m$ical improvem5t n expect$ 
if ! individual has an impairm5t or     
comb9ation ( impairm5ts t is *ronic or  
progressive ) p]man5t1 irrev]sible      
/ructural or functional loss1 & = :i*   
!re is no kn[n effective !rapy1         
treatm5t1 or surgical int]v5tion t c\ld 
result 9 m$ical improvem5t to ! po9t :]e
 ! individual is no long] disabl$4  7#b7
 ,9 classify+ an individual "u ! sy/em  
e/abli%$ "u ?is subsection1 !           
,commission] ( ,social ,security %all n 
classify an individual z m$ical         
improvem5t n expect$ solely by reason ( 
su* individual's age :]e a less]        
classification is appropriate4  7#c7    
,not)/&+ section #bje7;b77#a7 or        
subsection 7c77#a7 or 7d7 ( ?is section1
 !re %all be no review (1 or "r to      
appeal1 a classification made "u ! sy/em
 e/abli%$ "u ?is subsection4  4  #d4    
,requir+ p]iodic cont9u+ disability     
reviews = c]ta9 b5efici>ies  7a7 ,9     
g5]al ,section #bba7;i7 ( ! ,social     

,security ,act 7#db ,u4,s4,c4 #dba7;i77 
is am5d$-- 7#a7 by am5d+ p>agraph 7#a7  
to read z foll[s3  7#a7 7,a7 ,9 ! case (
 any individual :o has n atta9$ age #fc1
 is det]m9$ to be "u a disability1 & is 
classifi$ z m$ical improvem5t possible  
or m$ical improvem5t n expect$1 !       
applicable ,/ate ag5cy or ! ,commission]
 ( ,social ,security 7z may be          
appropriate7 %all1 = purposes ( det]m9+ 
su* individual's cont9u+ disability--   
7i7 if ! individual is classifi$ z      
m$ical improvem5t possible1 conduct a   
review to det]m9e :e!r ! individual     
rema9s "u a disability dur+ ! #e? ye>   
foll[+ ! fir/ mon? aft] ! individual's  
wait+ p]iod 7z def9$ 9 section          
#bbc7;c77#b772 &  7ii7 if ! individual  
is classifi$ z m$ical improvem5t n      
expect$1 conduct a review to det]m9e    
:e!r ! individual rema9s "u a disability
 dur+ ! #aj? ye> foll[+ ! fir/ mon? aft]
 ! individual's wait+ p]iod 7z s def9$74
  7,b7 ,9 addition to ! cont9u+         
disability reviews requir$ "u           

subp>agraph 7,a7 & not)/&+ h[ an        
individual is classifi$ "u ! sy/em      
e/abli%$ by ! ,commission] ( ,social    
,security "u subsection 7n71 if !       
,commission] has reason to believe t an 
individual t has be5 det]m9$ to be "u a 
disability is n "u a disability1 !      
,commission] may review su* individual's
 case at su* "t & 9 su* mann] z !       
,commission] det]m9es appropriate except
 t ! ,commission] %all n initiate a     
review on ! basis ( income e>n$ by an   
individual :o is a p>ticipant 9 !       
process e/abli%$ "u section #bbc7l74    
7,c7 ,reviews ( cases :i* are requir$ or
 p]mitt$ "u ?is p>agraph %all be 9      
addition to1 & %all n be consid]$ z a   
sub/itute =1 any o!r reviews :i* are    
requir$ or provid$ = "u or 9 !          
adm9i/ration ( ?is title4  2  7#b7 by   
/rik+ p>agraph 7#b72 &  7#c7 by         
r$esignat+ p>agraphs 7#c7 ?r\gh 7#e7 z  
p>agraphs 7#b7 ?r\gh 7#d71 respectively4
  7b7 ,/&>d ( review = cont9u+          
disability reviews  7#a7 ,9 g5]al       

,section #bbc7;f7 ( ! ,social ,security 
,act 7#db ,u4,s4,c4 #dbc7;f77 is am5d$--
 7,a7 9 p>agraph 7#d71 by /rik+ ! p]iod 
at ! end & ins]t+ 2 or2  7,b7 by ins]t+ 
aft] p>agraph 7#d7 ! foll[+ new         
p>agraph3  7#e7 9 ! case ( a cont9u+    
disability review "u section #bba7;i71  
evid5ce t w\ld be suffici5t to support a
 f9d+ 9 an initial det]m9ation t !      
individual is n "u a disability & is    
able to engage 9 sub/antial ga9ful      
activity4  2 &  7,c7 9 ! flu% matt] at !
 end1 by ins]t+ 1 except t1 9 ! case ( a
 cont9u+ disability review "u section   
#bba7;i71 ! ,commission] %all n consid] 
! fact t an individual is engag$ 9      
sub/antial ga9ful "w z "p ( ! process   
e/abli%$ "u subsection 7l7 z evid5ce t !
 individual is able to engage 9         
sub/antial ga9ful activity aft] secur$  
by ! ,commission] ( ,social ,security4  
7#b7 ,con=m+ am5dm5t to def9ition (     
disability ,section #bbc7;d77#b7 ( !    
,social ,security ,act 7#db ,u4,s4,c4   
#dbc7;d77#b77 is am5d$-- 7,a7 9         

subp>agraph 7,a71 by /rik+ ,an          
individual & ins]t+ ,subject to         
subp>agraph 7,d71 an individual2 &  7,b7
 by add+ at ! end ! foll[+ new          
subp>agraph3  7,d7 ,9 ! case ( a cont9u+
 disability review "u section #bba7;i71 
an individual may be f\nd to be "u a    
disability ev5 ?\gh ! individual is     
engag$ 9 sub/antial ga9ful "w z "p ( !  
process e/abli%$ "u subsection 7l74  4  
#e4 ,regulations relat$ to disability   
classifications & ,c,d,rs ,!            
,commission] ( ,social ,security %all   
promulgate or revise1 z appropriate1    
regulations relat+ to ! det]m9ation1    
classification1 & review ( ! disability 
/atus ( individuals :o apply = or       
receive disability insurance b5efits "u 
title ,,ii ( ! ,social ,security ,act & 
relat$ provisions ( ag5cy guidance to   
c>ry out section #c & ! am5dm5ts made by
 section #d4  #f4 ,"t-limit+ disability 
b5efits = ,,mie & ,,mil individuals     
,section #bbc ( ! ,social ,security ,act
 7#db ,u4,s4,c4 #dbc7 is am5d$-- 7#a7 9 

subsection 7a77#a71 9 ! flu% language   
aft] & bel[ subp>agraph 7,e71 by /rik+  
subsection 7e7 & ins]t+ subsections 7e7 
& 7k72 &  7#b7 by add+ at ! end ! foll[+
 new subsection3  7k7 ,"t-,limit$       
disability b5efits  7#a7 ,9 ! case ( an 
individual :o files an application =    
disability insurance b5efits "u ?is     
section or = mon?ly b5efits "u section  
#bjb by reason ( be+ "u a disability =  
any mon? t beg9s on or aft] ! date t is 
#a ye> aft] ! date ( ! enactm5t ( !     
,social ,security ,disability ,insurance
 ,return to ,"w ,act1 is det]m9$ to be  
"u a disability1 & is classifi$ by !    
,commission] ( ,social ,security z      
m$ical improvem5t expect$ or m$ical     
improvem5t likely1 ! t]m9ation mon?     
applicable to ! individual %all be--    
7,a7 if ! individual has be5 classifi$ z
 m$ical improvem5t expect$1 ! #bcrd mon?
 foll[+ ! fir/ mon? aft] ! individual's 
wait+ p]iod 7z def9$ 9 subsection       
7c77#b772 or  7,b7 if ! individual has  
be5 classifi$ z m$ical improvem5t       

likely1 ! #ei? mon? foll[+ ! fir/ mon?  
aft] ! individual's wait+ p]iod 7z s    
def9$74  7#b7 7,a7 7i7 ,= purposes ( ?is
 p>agraph1 ! t]m timely reapplication   
means an application = disability       
insurance b5efits "u ?is section or =   
mon?ly b5efits "u section #bjb by reason
 ( be+ "u a disability t is submitt$--  
7,i7 by an individual :o is a recipi5t (
 su* b5efits2 &  7,,ii7 dur+ ! p]iod t  
is #ad mon?s be=e ! end ( ! t]m9ation   
mon? applicable 7or mo/ rec5tly         
applicable7 to ! individual "u p>agraph 
7#a7 z ( ! date ( su* application & end+
 ) ! date t is #ab mon?s be=e ! end (   
su* t]m9ation mon?4  7ii7 ,not)/&+      
clause 7i71 ! ,commission] ( ,social    
,security may deem an application =     
disability insurance b5efits "u ?is     
section or = mon?ly b5efits "u section  
#bjb by reason ( be+ "u a disability    
submitt$ by an individual :o is a       
recipi5t ( su* b5efits t is submitt$    
aft] ! p]iod describ$ 9 clause 7i77,,ii7
 to be a timely reapplication if-- 7,i7 

! individual c %[ good cause = :y !     
application 0 n submitt$ dur+ su* p]iod2
 &  7,,ii7 ! application is submitt$ n  
lat] ?an #f mon?s be=e ! end ( !        
t]m9ation mon? applicable 7or mo/       
rec5tly applicable7 to ! individual "u  
p>agraph 7#a7 z ( ! date ( su*          
application4  7,b7 7i7 ,an individual :o
 submits a timely reapplication & :o is 
det]m9$ to be "u a disability %all be   
deem$ to h satisfi$ ! wait+ p]iod       
applicable "u subsection 7c77#b74  7ii7 
7,i7 ,if ! ,commission] ( ,social       
,security fails to make an initial      
det]m9ation ) respect to ! timely       
reapplication ( an individual :o is a   
recipi5t ( disability insurance b5efits 
"u ?is section or mon?ly b5efits "u     
section #bjb by reason ( be+ "u a       
disability be=e ! end ( ! t]m9ation mon?
 applicable to ! individual z ( ! date (
 su* reapplication1 su* individual %all 
cont9ue to be entitl$ to su* b5efits    
until an initial det]m9ation ) respect  
to su* timely reapplication is made4    

7,,ii7 ,if ! ,commission] ( ,social     
,security makes an initial adv]se       
det]m9ation ) respect to ! timely       
reapplication ( an individual :o is a   
recipi5t ( disability insurance b5efits 
"u ?is section or mon?ly b5efits "u     
section #bjb by reason ( be+ "u a       
disability & su* individual files a     
timely reque/ = a he>+ "u section       
#bba7;d71 su* individual may elect to h 
! paym5t ( su* b5efits 7z well z any o!r
 b5efits payable "u ?is title or title  
,,xviii on ! basis ( su* individual's   
entitlem5t to su* b5efits7 cont9ue 9 !  
same mann] & subject to ! same          
conditions z an election made "u        
subsection 7g74  7,c7 ,= purposes (     
review+ a timely reapplication submitt$ 
by an individual :o is a recipi5t (     
disability insurance b5efits "u ?is     
section or mon?ly b5efits "u section    
#bjb by reason ( be+ "u a disability--  
7i7 ! fact t ! individual 0 previ\sly   
f\nd to be "u a disability %all h no    
evid5ti>y weight2  7ii7 ! fact t !      

individual p>ticipat$ 9 ! process       
e/abli%$ "u subsection 7l7 may be tak5  
into acc\nt = purposes ( det]m9+ :e!r   
su* individual is "u a disability2 &    
7iii7 subsection 7f7 %all n apply4  4   
#g4 ,enc\rag+ "w by ,,mie & ,,mil       
individuals  7a7 ,9 g5]al ,section #bbc 
( ! ,social ,security ,act 7#db         
,u4,s4,c4 #dbc71 z am5d$ by section #f1 
is fur!r am5d$-- 7#a7 9 subsection      
7a77#b71 by /rik+ section #bjb7q7 &     
section #bae7;b77#b77;,a77ii7 & ins]t+  
subsection 7l7 & sections #bjb7q7 &     
#bae7;b77#b77;,a77ii72 &  7#b7 by add+  
at ! end ! foll[+ new subsection3  7l7  
,treatm5t ( "w p]=m$ by c]ta9 disabl$   
individuals  7#a7 ,! ,commission] (     
,social ,security %all e/abli% a process
 :]eby an eligible individual :o is     
entitl$ to a disability insurance b5efit
 "u ?is section may elect to return to  
employm5t & receive an adju/$ disability
 insurance b5efit am\nt 7z det]m9$      
pursuant to p>agraph 7#c774  7#b7 7,a7  
,= purposes ( ?is subsection1 ! t]m     

eligible individual means an individual 
:o has be5 classifi$ z m$ical improvem5t
 expect$ or m$ical improvem5t likely4   
7,b7 ,p>ticipation by an eligible       
individual 9 ! process e/abli%$ "u ?is  
subsection %all be susp5d$ if su*       
individual has no report$ wages or      
self-employm5t income = ! #d prec$+     
cal5d> qu>t]s 7z def9$ 9 section        
#bac7;a77#a774  7#c7 7,a7 ,= purposes ( 
subsection 7a77#b71 ! am\nt ( !         
disability insurance b5efit provid$ to  
an eligible individual :o has elect$ to 
return to employm5t = any mon? %all be  
equal to-- 7i7 9 ! case ( an individual 
:o has av]age mon?ly e>n+s 7z det]m9$ "u
 subp>agraph 7,b77 equal to or less ?an 
! level ( mon?ly e>n+s e/abli%$ by !    
,commission] to repres5t sub/antial     
ga9ful activity1 ! am\nt o!rwise        
applicable = su* individual "u          
subsection 7a77#b72 or  7ii7 9 ! case ( 
an individual :o has av]age mon?ly e>n+s
 7z det]m9$ "u subp>agraph 7,b77 t are 9
 excess ( ! level ( mon?ly e>n+s        

e/abli%$ by ! ,commission] to repres5t  
sub/antial ga9ful activity1 ! am\nt ( ! 
disability insurance b5efit t w\ld      
o!rwise apply = su* individual "u       
subsection 7a77#b7 r$uc$ 7b n bel[ z]o7 
by an am\nt equal to #ej p]c5t ( !      
excess ( su* individual's av]age mon?ly 
e>n+s ov] ! level ( mon?ly e>n+s        
e/abli%$ by ! ,commission] to repres5t  
sub/antial ga9ful activity4  7,b7 7i7 ,!
 av]age mon?ly e>n+s = an eligible      
individual %all be equal to ! quoti5t   
(-- 7,i7 ! total am\nt ( wages &        
self-employm5t income = su* individual 9
 any eligible mon?s dur+ ! #b cal5d>    
qu>t]s 7z def9$ 9 section #bac7;a77#a77 
t prec$e ! mo/ rec5tly complet$ cal5d>  
qu>t]2 &  7,,ii7 ! total numb] (        
eligible mon?s dur+ su* #b-;cal5d>-qu>t]
 p]iod4  7ii7 ,= purposes ( clause 7i71 
! t]m eligible mon? means any mon?      
subsequ5t to ! mon? 9 :i* an eligible   
individual became entitl$ to a          
disability insurance b5efit4  7#d7 ,=   
purposes ( p>agraph 7#c77;,b71 wages &  

self-employm5t income ( an individual   
%all be det]m9$ bas$ on relevant        
in=mation = su* individual z provid$ by 
! ,/ate ag5cy responsible = !           
adm9i/ration ( ,/ate unemploym5t        
comp5sation law4  7#e7 ,= purposes ( an 
eligible individual :o has elect$ to    
return to employm5t "u ?is subsection1  
any s]vices p]=m$ or e>n+s d]iv$ f      
s]vices dur+ ! p]iod ( su* p>ticipation 
%all n be consid]$ = purposes (         
demon/rat+ an individual's ability to   
engage 9 sub/antial ga9ful activity "u  
subsection 7d77#d7 & %all n be consid]$ 
sub/antial ga9ful activity = purposes ( 
subsection 7e74  7#f7 ,= purposes ( ?is 
title1 ! disability insurance b5efit    
receiv$ by an individual "u ?is         
subsection %all n be appli$ = purposes (
 det]m9+ any mon?ly b5efits payable to  
any o!r individuals entitl$ to b5efits =
 any mon? bas$ on ! wages &             
self-employm5t income ( su* individual4 
4  7b7 ,con=m+ am5dm5t ,section         
#bba7m77#b77;,b7 ( ! ,social ,security  

,act 7#db ,u4,s4,c4 #dba7m77#b77;,b77 is
 am5d$ by ins]t+ 7unless su* individual 
is p>ticipat+ 9 ! process e/abli%$ "u   
section #bbc7l77 be=e ! p]iod4  7c7     
,effective date ,! am5dm5ts made by ?is 
section %all apply to b5efits payable = 
mon?s beg9n+ on or aft] ,april #a1      
#bjbb4  #h4 ,increas$ fund+ = cont9u+   
disability reviews ,not)/&+ any o!r     
provision ( law1 = any cal5d> ye> aft]  
#bjba-- 7#a7 ! ,commission] ( ,social   
,security %all det]m9e ! am\nt ( any    
r$uction 9 exp5ditures f ! ,f$]al       
,disability ,insurance ,tru/ ,fund 7z   
def9$ 9 section #bja7;b7 ( ! ,social    
,security ,act 7#db ,u4,s4,c4 #dja7;b777
 dur+ ! prec$+ cal5d> ye> by reason ( ! 
provisions ( ?is ,act & ! am5dm5ts made 
by ?is ,act2 &  7#b7 #aj p]c5t ( ! am\nt
 det]m9$ "u p>agraph 7#a7 %all be       
au?oriz$ to be made available f ! ,f$]al
 ,disability ,insurance ,tru/ ,fund =   
cont9u+ disability reviews 7z def9$ 9   
section #bja7;g77#a77;,a7 ( ! ,social   
,security ,act 7#db ,u4,s4,c4           

#dja7;g77#a77;,a7774  #i4 ,"w           
opportunity tax cr$it = hir+ social     
security disability b5efici>ies  7a7 ,9 
g5]al ,section #ea7;d7 ( ! ,int]nal     
,rev5ue ,code ( #aihf is am5d$-- 7#a7 9 
p>agraph 7#a7-- 7,a7 9 subp>agraph 7,i71
 by /rik+ or2  7,b7 9 subp>agraph 7,j71 
by /rik+ ! p]iod & ins]t+ 1 or2 &  7,c7 
by add+ at ! end ! foll[+3  7,k7 a      
qualifi$ social security disability     
insurance b5efici>y4  2 &  7#b7 by add+ 
at ! end ! foll[+3  7#af7 ,qualifi$     
social security disability insurance    
b5efici>y ,! t]m qualifi$ social        
security disability insurance b5efici>y 
means any individual :o is c]tifi$ by ! 
designat$ local ag5cy z be+ entitl$ to  
disability insurance b5efits "u title   
,,ii ( ! ,social ,security ,act = any   
mon? end+ )9 ! #fj-;day p]iod end+ on ! 
hir+ date4  4  7b7 ,effective date ,!   
am5dm5ts made by subsection 7a7 %all    
apply to individuals :o beg9 "w = !     
employ] aft] ,decemb] #ca1 #bjba4