,,ii #aah? ,,congress #a/ ,session ,s4 #bbhj ,,9 ,,! ,,s5ate ,,( ,,! ,,unit$ ,,/ates ,july #ab1 #bjbc ,mr4 ,blum5?al 7= himself1 ,mr4 ,:iteh\se1 ,mr4 ,padilla1 ,ms4 ,duckwor?1 & ,mr4 ,lujn7 introduc$ ! foll[+ bill2 :i* 0 read twice & ref]r$ to ! ,committee on ,f9ance ,a ,,bill ,to protect our ,social ,security sy/em & improve b5efits = curr5t & future g5]ations4 #a4 ,%ort title ,?is ,act may be cit$ z ! ,social ,security #bajj ,act4 #b4 ,table ( cont5ts ,! table ( cont5ts = ?is ,act is z foll[s3 ,sec4 #a4 ,%ort title4 ,sec4 #b4 ,table ( cont5ts4 ,title ,i--,/r5g!n+ ,b5efits ,sec4 #aja4 ,across-!-bo>d b5efit increase4 ,sec4 #ajb4 ,m accurate co/-(-liv+ adju/m5t4 ,sec4 #ajc4 ,increas+ ! m9imum b5efit = long-t]m l[ e>n]s4 ,sec4 #ajd4 ,increas+ ?re%old am\nts = inclusion ( ,social ,security b5efits 9 income4 ,sec4 #aje4 ,improv+ b5efits = wid[s & wid[]s 9 two-income h\seholds4 ,sec4 #ajf4 ,increas+ b5efits = b5efici>ies aft] #ae ye>s ( eligibility4 ,sec4 #ajg4 ,provid+ c>egiv] cr$its = ,social ,security4 ,sec4 #ajh4 ,elim9at+ ! #e-mon? wait+ p]iod = disability b5efits4 ,sec4 #aji4 ,e/abli%+ a gradual (fset = disability b5efici>ies ) e>n+s4 ,sec4 #aaj4 ,repeal+ ! ,gov]nm5t p5sion (fset & w9dfall elim9ation provisions4 ,sec4 #aaa4 ,ext5d+ ! *ild's b5efit = po/-second>y s*ool /ud5ts "u age #bf4 ,sec4 #aab4 ,increas+ access to b5efits = *ildr5 :o live ) gr&p>5ts or o!r relatives4 ,sec4 #aac4 ,prev5t+ an un9t5d$ drop 9 b5efits relat+ to ! application ( ! ,national ,av]age ,wage ,index4 ,sec4 #aad4 ,hold+ ,,ssi1 ,m$icaid1 & ,,*ip b5efici>ies h>mless4 ,title ,,ii--,/r5g!n+ ! ,tru/ ,fund ,sec4 #bja4 ,det]m9+ wages & self-employm5t income above contribution & b5efit base aft] #bjbc4 ,sec4 #bjb4 ,includ+ e>n+s ov] #djj1jjj 9 ,social ,security b5efit =mula4 ,sec4 #bjc4 ,application ( ,social ,security tax to net inve/m5t income4 ,sec4 #bjd4 ,e/abli%+ ! ,social ,security ,tru/ ,fund4 ,title ,,iii--,/r5g!n+ ,s]vice ,deliv]y ,sec4 #cja4 ,cl>ify+ ! requirem5t to mail ,social ,security acc\nt /atem5ts4 ,sec4 #cjb4 ,prev5t+ closure ( field & he>+ (fices & resid5t or rural contact /ations4 ,sec4 #cjc4 ,ensur+ access to pr(essional repres5tation4 ,i ,/r5g!n+ ,b5efits #aja4 ,across-!-bo>d b5efit increase 7a7 ,9 g5]al 7#a7 ,increase 9 prim>y insurance am\nt computation =mula ,section #bae7;a77#a77;,a77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;a77#a77;,a77i77 is am5d$ by /rik+ #ij p]c5t & ins]t+ #ic p]c5t4 7b7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply ) respect to mon?ly insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 7#b7 ,recomputation ( prim>y insurance am\nts ,not)/&+ section #bae7;f7 ( ! ,social ,security ,act1 ! ,commission] ( ,social ,security %all recompute prim>y insurance am\nts to ! ext5t necess>y-- 7,a7 to c>ry out ! am5dm5ts made by ?is section2 & 7,b7 to acc\nt = ! nonapplication ( su* am5dm5ts aft] cal5d> ye> #bjcd4 7c7 ,rule ( con/ruction ,= purposes ( apply+ subp>agraphs 7,a7 & 7,b7 ( section #bae7;i77#a7 ( ! ,social ,security ,act 9 any cal5d> ye>1 no?+ 9 ?is section or ! am5dm5ts made by ?is section %all be consid]$ a g5]al b5efit increase "u title ,,ii ( su* ,act4 #ajb4 ,m accurate co/-(-liv+ adju/m5t 7a7 ,9 g5]al 7#a7 ,9 g5]al ,section #bae7;i77#a77;,d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;i77#a77;,d77 is am5d$ by /rik+ ,consum] ,price ,index & all t foll[s ?r\gh su* index & ins]t+ ,consum] ,price ,index = ,urban ,wage ,e>n]s & ,cl]ical ,work]s 7,,cpi-,w1 z publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor7 or ,consum] ,price ,index = ,eld]ly ,consum]s 7,,cpi-,e1 z publi%$ by su* ,bureau7 7:i*ev] su* index results 9 ! high] p]c5tage "u ?is subp>agraph7 exce$s ! same su* index4 7#b7 ,con=m+ am5dm5t ,section #bae7;i77#a77;,g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;i77#a77;,g77 is am5d$ by ins]t+ applicable = purposes ( subp>agraph 7,d7 aft] ,consum] ,price ,index4 7b7 ,application to pre-#aigi law 7#a7 ,9 g5]al ,section #bae7;i7 ( ! ,social ,security ,act z 9 effect 9 ,decemb] #aigh1 & z appli$ 9 c]ta9 cases "u ! provisions ( su* ,act z 9 effect aft] ,decemb] #aigh1 is am5d$-- 7,a7 9 p>agraph 7#a77;,b71 by /rik+ ,consum] ,price ,index & all t foll[s ?r\gh su* index & ins]t+ ,consum] ,price ,index = ,urban ,wage ,e>n]s & ,cl]ical ,work]s 7,,cpi-,w1 z publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor7 or ,consum] ,price ,index = ,eld]ly ,consum]s 7,,cpi-,e1 z publi%$ by su* ,bureau ( su* ,dep>tm5t7 7:i*ev] su* index results 9 ! high] p] c5tum "u ?is subp>agraph7 exce$s1 by n less ?an #c p] c5tum1 ! same su* ,index2 & 7,b7 9 p>agraph 7#b7-- 7i7 9 subp>agraph 7,a77ii71 by /rik+ ,consum] ,price ,index = su* co/-(-liv+ computation qu>t] & ins]t+ ,consum] ,price ,index applicable = su* ye> "u p>agraph 7#a77;,b72 & 7ii7 9 subp>agraph 7,c77i71 by /rik+ ,consum] ,price ,index z publi%$ = any mon? exce$s by #b4e p]c5t or m ! level ( su* index & ins]t+ ,consum] ,price ,index = ,urban ,wage ,e>n]s & ,cl]ical ,work]s or ,consum] ,price ,index = ,eld]ly ,consum]s z publi%$ = any mon? exce$s by #b4e p]c5t or m ! level ( su* index4 7#b7 ,con=m+ *anges ,section #bae7;i77#d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;i77#d77 is am5d$ by ins]t+ & by section #ajb ( ,social ,security #bajj ,act aft] #aihf4 7c7 ,no effect on adju/m5ts "u o!r laws ,section #bae7;i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;i77 is am5d$ by add+ at ! end ! foll[+3 7#f7 ,) respect to any provision ( law 7o!r ?an 9 ?is title1 title ,,viii1 or title ,,xvi7 :i* provides = an adju/m5t ( an am\nt "u su* provision ( law 9 ! same p]c5tage z a co/-(-liv+ adju/m5t appli$ to b5efit am\nts "u ?is title1 su* provision ( law %all be appli$ & adm9i/]$ z if ! p]c5tage ( su* co/-(-liv+ adju/m5t appli$ to b5efit am\nts "u ?is title 7 det]m9$ )\t reg>d to ! am5dm5ts made by subsections 7a7 & 7b7 ( section #ajb ( ,social ,security #bajj ,act4 4 7d7 ,publication ( ,consum] ,price ,index = ,eld]ly ,consum]s ,! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor %all prep>e & publi% an index = ea* cal5d> mon? to be kn[n z ! ,consum] ,price ,index = ,eld]ly ,consum]s t indicates *anges ov] "t 9 exp5ditures = consumption :i* are typical = individuals 9 ! ,unit$ ,/ates :o h atta9$ age #fb4 7e7 ,transition rule ,prior to ! publication ( ! ,consum] ,price ,index = ,eld]ly ,consum]s 7,,cpi-,e7 pursuant to subsection 7d71 ! ref]5ce to su* index made 9 ea* ( ! am5dm5ts made by subsections 7a7 & 7b7 %all be deem$ to be a ref]5ce to ! rese>* price index prep>$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor kn[n z ! ,consum] ,price ,index = ,am]icans #fb ye>s ( age & old] 7,r-,,cpi-,e74 7f7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply only to det]m9ations made ) respect to co/-(-liv+ computation qu>t]s 7z def9$ 9 section #bae7;i77#a77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;i77#a77;,b777 end+ on ,septemb] #cj ( cal5d> ye>s #bjbd ?r\gh #bjcc4 7#b7 ,nonapplication aft] #bjcc 7,a7 ,,cola r$et]m9ations ,= purposes ( subp>agraph 7,b7 & det]m9ations made ) respect to co/-(-liv+ computation qu>t]s 7z s def9$7 end+ on ,septemb] #cj ( any cal5d> ye> aft] #bjcc1 section #bae7;i7 ( ! ,social ,security ,act %all be appli$ z if ! det]m9ations describ$ 9 p>agraph 7#a7 _h be5 made )\t reg>d to ! am5dm5ts made by ?is section4 7,b7 ,increases bas$ on ,,cola det]m9ations ,not)/&+ section #bae7;f7 ( ! ,social ,security ,act1 ! ,commission] ( ,social ,security %all1 = b5efits payable "u title ,,ii = mon?s aft] ,novemb] #bjcd & = b5efits payable "u title ,,xvi = mon?s aft] ,decemb] #bjcd1 recompute prim>y insurance am\nts1 doll> am\nts adju/$ "u section #afag1 & any o!r am\nts subject to increase on ! basis ( a det]m9ation made ) respect to co/-(-liv+ computation qu>t]s "u section #bae7;i7 ( ! ,social ,security ,act to ! ext5t necess>y to apply ! r$et]m9ations made "u subp>agraph 7,a74 #ajc4 ,increas+ ! m9imum b5efit = long-t]m l[ e>n]s 7a7 ,9 g5]al ,section #bae7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;a77#a77 is am5d$-- 7#a7 by r$esignat+ subp>agraph 7,d7 z subp>agraph 7,e72 & 7#b7 by ins]t+ aft] subp>agraph 7,c7 ! foll[+ new subp>agraph3 7,d7 7i7 ,effective ) respect to ! b5efits ( individuals :o become eligible = old-age insurance b5efits or disability insurance b5efits 7or die be=e becom+ s eligible7 aft] #bjbd1 no prim>y insurance am\nt comput$ "u subp>agraph 7,a7 may be less ?an ! great] (-- 7,i7 ! m9imum mon?ly am\nt comput$ "u subp>agraph 7,c72 or 7,,ii7 9 ! case ( an individual :o has m ?an #aj ye>s ( "w 7z def9$ 9 clause 7iv77,i771 ! alt]native m9imum am\nt det]m9$ "u clause 7ii74 7ii7 7,i7 ,! alt]native m9imum am\nt det]m9$ "u ?is clause is ! applicable p]c5tage ( #a_/ab ( ! annual doll> am\nt det]m9$ "u clause 7iii7 = ! ye> 9 :i* ! am\nt is det]m9$4 7,,ii7 ,= purposes ( subclause 7,i71 ! applicable p]c5tage is ! p]c5tage specifi$ 9 connection ) ! numb] ( ye>s ( "w1 z set =? 9 ! foll[+ table3 ,if ! numb] ( years,the applicable ( "w is3p]c5tage is3 #aaf4be p]c5t #abab4ej p]c5t #acah4ge p]c5t #adbe4jj p]c5t #aeca4be p]c5t #afcg4ej p]c5t #agdc4ge p]c5t #ahej4jj p]c5t #aief4be p]c5t #bjfb4ej p]c5t #bafh4ge p]c5t #bbge4jj p]c5t #bcha4be p]c5t #bdhg4ej p]c5t #beic4ge p]c5t #bfajj4jj p]c5t #bgajf4be p]c5t #bhaab4ej p]c5t #biaah4ge p]c5t #cj or m#abe4jj p]c5t4 7iii7 ,! annual doll> am\nt det]m9$ "u ?is clause is-- 7,i7 = cal5d> ye> #bjbe1 ! pov]ty guidel9e = #bjbd2 & 7,,ii7 = any cal5d> ye> aft] #bjbe1 ! annual doll> am\nt e/abli%$ = ! cal5d> ye> prec$+ su* cal5d> ye>1 or1 if l>g]1 ! annual doll> am\nt = #bjbe multipli$ by ! ratio (-- 7aa7 ! national av]age wage index 7z def9$ 9 section #bji7k77#a77 = ! second cal5d> ye> prec$+ ! cal5d> ye> = :i* ! det]m9ation is made1 to 7bb7 ! national av]age wage index 7z s def9$7 = #bjbc4 7iv7 ,= purposes ( ?is subp>agraph-- 7,i7 ! t]m ye> ( "w means1 ) respect to an individual1 a ye> to :i* #d qu>t]s ( cov]age h be5 cr$it$ bas$ on su* individual's wages & self-employm5t income2 & 7,,ii7 ! t]m pov]ty guidel9e = #bjbd means ! annual pov]ty guidel9e = #bjbd 7z updat$ annually 9 ! ,f$]al ,regi/] by ! ,dep>tm5t ( ,heal? & ,human ,s]vices "u ! au?ority ( section #fgc7b7 ( ! ,omnibus ,budget ,reconciliation ,act ( #aiha7 z applicable to a s+le individual4 4 7b7 ,con=m+ am5dm5t ,section #bji7k77#a7 ( su* ,act 7#db ,u4,s4,c4 #dji7k77#a77 is am5d$ by ins]t+ #bae7;a77#a77;,e71 aft] #bae7;a77#a77;,d714 7c7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply ) respect to mon?ly insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 7#b7 ,recomputation ( prim>y insurance am\nts ,not)/&+ section #bae7;f7 ( ! ,social ,security ,act1 ! ,commission] ( ,social ,security %all recompute prim>y insurance am\nts to ! ext5t necess>y-- 7,a7 to c>ry out ! am5dm5ts made by ?is section2 & 7,b7 to acc\nt = ! nonapplication ( su* am5dm5ts aft] cal5d> ye> #bjcd4 #ajd4 ,increas+ ?re%old am\nts = inclusion ( ,social ,security b5efits 9 income 7a7 ,9 g5]al ,subsection 7a7 ( section #hf ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ to read z foll[s3 7a7 ,9 g5]al ,gross income = ! taxable ye> ( any taxpay] describ$ 9 subsection 7b7 7not)/&+ section #bjg ( ! ,social ,security ,act7 includes ,social ,security b5efits 9 an am\nt equal to ! less] (-- 7#a7 #he p]c5t ( ! ,social ,security b5efits receiv$ dur+ ! taxable ye>1 or 7#b7 "o-half ( ! excess describ$ 9 subsection 7b77#a74 4 7b7 ,base am\nt ,subsection 7c7 ( section #hf ( su* ,code is am5d$ to read z foll[s3 7c7 ,base am\nt ,= purposes ( ?is section1 ! t]m base am\nt means-- 7#a7 except z o!rwise provid$ 9 ?is p>agraph1 #ce1jjj1 7#b7 #ej1jjj 9 ! case ( a jo9t return1 & 7#c7 z]o 9 ! case ( a taxpay] :o-- 7,a7 is m>ri$ z ( ! close ( ! taxable ye> 7)9 ! mean+ ( section #ggjc7 b does n file a jo9t return = su* ye>1 & 7,b7 does n live ap>t f 8 sp\se at all times dur+ ! taxable ye>4 4 7c7 ,transf]s to tru/ funds 7#a7 ,hospital ,insurance ,tru/ ,fund held h>mless ,( ! total rev5ue f taxation ( social security b5efits1 !re are appropriat$ to ! ,f$]al ,hospital ,insurance ,tru/ ,fund su* am\nts z w\ld be transf]r$ to su* fund "u section #aba7;e7 ( ! ,social ,security ,am5dm5ts ( #aihc 7#db ,u4,s4,c4 #dja note7 & section #hf ( su* ,code z su* sections 7 9 effect on ! day be=e ! date ( ! enactm5t ( ?is ,act1 at su* times & 9 su* mann] z w\ld be provid$ !re94 7#b7 ,transf]s to payor funds ,( ! balance ( ! total rev5ue f taxation ( social security b5efits rema9+ aft] appropriations "u p>agraph 7#a7 h be5 made1 !re are appropriat$ to ea* payor fund am\nts equival5t to ! portion ( su* balance equal to a fraction-- 7,a7 ! num]ator ( :i* is ! am\nt equival5t to ! net rev5ues receiv$ 9 ! ,treasury attributable to ! application ( sections #hf & #hga7;a77#c7 ( su* ,code to paym5ts f su* payor fund made 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd1 & be=e ,janu>y #a1 #bjce2 & 7,b7 ! d5om9ator ( :i* is ! total rev5ue f taxation ( social security b5efits4 7#c7 ,transf]s ,! am\nts appropriat$ by p>agraph 7#b7 to any payor fund %all be transf]r$ f "t to "t 7b n less frequ5tly ?an qu>t]ly7 f ! g5]al fund ( ! ,treasury on ! basis ( e/imates made by ! ,secret>y ( ! ,treasury ( ! am\nts ref]r$ to 9 su* p>agraph4 ,any su* qu>t]ly paym5t %all be made on ! fir/ day ( su* qu>t] & %all take into acc\nt social security b5efits e/imat$ to be receiv$ dur+ su* qu>t]4 ,prop] adju/m5ts %all be made 9 ! am\nts subsequ5tly transf]r$ to ! ext5t prior e/imates 7 9 excess ( or less ?an ! am\nts requir$ to be transf]r$4 7#d7 ,def9itions ,= purposes ( ?is subsection-- 7,a7 ,total rev5ue f taxation ( social security b5efits ,! t]m total rev5ue f taxation ( social security b5efits means ! am\nt equival5t to ! net rev5ues receiv$ 9 ! ,treasury attributable to ! application ( sections #hf & #hga7;a77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf to paym5ts f any payor fund made 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd1 & be=e ,janu>y #a1 #bjce4 7,b7 ,payor fund ,! t]m payor fund means any tru/ fund or acc\nt f :i* paym5ts ( social security b5efits are made4 7,c7 ,social security b5efits ,! t]m social security b5efits has ! mean+ giv5 su* t]m by section #hf7;d77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7#e7 ,con=m+ am5dm5t ,section #aba7;e7 ( ! ,social ,security ,am5dm5ts ( #aihc 7#db ,u4,s4,c4 #dja note7 is repeal$4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd1 & be=e ,janu>y #a1 #bjce4 #aje4 ,improv+ b5efits = wid[s & wid[]s 9 two-income h\seholds 7a7 ,9 g5]al 7#a7 ,wid[s ,section #bjb7;e7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7;e77 is am5d$-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,b71 by ins]t+ & at ! end2 7ii7 9 subp>agraph 7,c77iii71 by /rik+ & at ! end2 7iii7 by /rik+ subp>agraph 7,d72 7iv7 by r$esignat+ subp>agraphs 7,e7 & 7,f7 z subp>agraphs 7,d7 & 7,e71 respectively2 & 7v7 9 ! flu% matt] foll[+ subp>agraph 7,e77ii71 z s r$esignat$1 by /rik+ becomes entitl$ to an old-age insurance b5efit & all t foll[s ?r\gh su* deceas$ individual12 7,b7 by /rik+ subp>agraph 7,a7 9 p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 7,a7 ,except z provid$ 9 subsection 7k77#e71 subsection 7q71 & subp>agraph 7,d7 ( ?is p>agraph1 su* wid['s insurance b5efit = ea* mon? %all be equal to ! great] (-- 7i7 ! prim>y insurance am\nt 7z det]m9$ = purposes ( ?is subsection aft] application ( subp>agraphs 7,b7 & 7,c77 ( su* deceas$ individual1 or 7ii7 subject to p>agraph 7#i71 9 ! case ( a fully insur$ wid[1 #ge p]c5t ( ! sum ( any old-age or disability insurance b5efit = :i* ! wid[ is entitl$ = su* mon? & ! prim>y insurance am\nt 7z det]m9$ = purposes ( ?is subsection aft] application ( subp>agraphs 7,b7 & 7,c77 ( su* deceas$ individual4 2 7,c7 9 p>agraph 7#e7-- 7i7 9 subp>agraph 7,a71 by /rik+ p>agraph 7#a77;,f7 & ins]t+ p>agraph 7#a77;,e72 & 7ii7 9 subp>agraph 7,b71 by /rik+ p>agraph 7#a77;,f77i7 & ins]t+ p>agraph 7#a77;,e77i72 & 7,d7 by add+ at ! end ! foll[+3 7#i7 ,= purposes ( p>agraph 7#b77;,a77ii71 ! am\nt det]m9$ "u su* p>agraph %all n exce$ ! prim>y insurance am\nt = su* mon? ( a hypo!tical individual-- 7,a7 :o became entitl$ to old-age insurance b5efits ^u atta9+ e>ly retirem5t age dur+ ! mon? 9 :i* ! deceas$ individual ref]r$ to 9 p>agraph 7#a7 became entitl$ to old-age or disability insurance b5efits1 or di$ 7be=e becom+ entitl$ to su* b5efits71 & 7,b7 to :om wages & self-employm5t income 7 cr$it$ 9 ea* ( su* hypo!tical individual's elaps$ ye>s 7)9 ! mean+ ( section #bae7;b77#b77;,b77iii77 9 an am\nt equal to ! national av]age wage index 7z describ$ 9 section #bji7k77#a77 = ea* su* ye>4 4 7#b7 ,wid[]s ,section #bjb7;f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7;f77 is am5d$-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,b71 by ins]t+ & at ! end2 7ii7 9 subp>agraph 7,c77iii71 by /rik+ & at ! end2 7iii7 by /rik+ subp>agraph 7,d72 7iv7 by r$esignat+ subp>agraphs 7,e7 & 7,f7 z subp>agraphs 7,d7 & 7,e71 respectively2 & 7v7 9 ! flu% matt] foll[+ subp>agraph 7,e77ii71 z s r$esignat$1 by /rik+ or becomes entitl$ to an old-age insurance b5efit & all t foll[s ?r\gh su* deceas$ individual12 7,b7 by /rik+ subp>agraph 7,a7 9 p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 7,a7 ,except z provid$ 9 subsection 7k77#e71 subsection 7q71 & subp>agraph 7,d7 ( ?is p>agraph1 su* wid[]'s insurance b5efit = ea* mon? %all be equal to ! great] (-- 7i7 ! prim>y insurance am\nt 7z det]m9$ = purposes ( ?is subsection aft] application ( subp>agraphs 7,b7 & 7,c77 ( su* deceas$ individual1 or 7ii7 subject to p>agraph 7#i71 9 ! case ( a fully insur$ wid[]1 #ge p]c5t ( ! sum ( any old-age or disability insurance b5efit = :i* ! wid[] is entitl$ = su* mon? & ! prim>y insurance am\nt 7z det]m9$ = purposes ( ?is subsection aft] application ( subp>agraphs 7,b7 & 7,c77 ( su* deceas$ individual4 2 7,c7 9 p>agraph 7#e7-- 7i7 9 subp>agraph 7,a71 by /rik+ p>agraph 7#a77;,f7 & ins]t+ p>agraph 7#a77;,e72 & 7ii7 9 subp>agraph 7,b71 by /rik+ p>agraph 7#a77;,f77i7 & ins]t+ p>agraph 7#a77;,e77i72 & 7,d7 by add+ at ! end ! foll[+3 7#i7 ,= purposes ( p>agraph 7#b77;,a77ii71 ! am\nt det]m9$ "u su* p>agraph %all n exce$ ! prim>y insurance am\nt = su* mon? ( a hypo!tical individual-- 7,a7 :o became entitl$ to old-age insurance b5efits ^u atta9+ e>ly retirem5t age dur+ ! mon? 9 :i* ! deceas$ individual ref]r$ to 9 p>agraph 7#a7 became entitl$ to old-age or disability insurance b5efits1 or di$ 7be=e becom+ entitl$ to su* b5efits71 & 7,b7 to :om wages & self-employm5t income 7 cr$it$ 9 ea* ( su* hypo!tical individual's elaps$ ye>s 7)9 ! mean+ ( section #bae7;b77#b77;,b77iii77 9 an am\nt equal to ! national av]age wage index 7z describ$ 9 section #bji7k77#a77 = ea* su* ye>4 4 7b7 ,con=m+ am5dm5t ,section #bji7k77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dji7k77#a771 z am5d$ by section #ajc7;c71 is fur!r am5d$ by ins]t+ #bjb7;e77#i71 #bjb7;f77#i71 aft] sections4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to wid['s or wid[]'s insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 #ajf4 ,increas+ b5efits = b5efici>ies aft] #ae ye>s ( eligibility 7a7 ,9 g5]al ,section #bjb ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7aa7 ,increase 9 b5efit am\nts on acc\nt ( long-,t]m eligibility 7#a7 ,9 ! case ( an individual :o is a qualifi$ b5efici>y = a cal5d> ye> aft] #bjbd1 ! am\nt ( any mon?ly insurance b5efit ( su* qualifi$ b5efici>y "u ?is section or section #bbc = any mon? 9 su* cal5d> ye> %all be increas$ 9 accordance ) p>agraph 7#c74 7#b7 7,a7 ,= purposes ( ?is subsection1 ! t]m qualifi$ b5efici>y = a cal5d> ye> means an individual 9 any case 9 :i* su* cal5d> ye> is at lea/ ! #af? ye> beg9n+ aft] ! applicable ye> ( eligibility = su* individual4 7,b7 ,= purposes ( ?is subsection1 ! applicable ye> ( eligibility = an individual is ! ye> 9 :i* ! individual on ^: wages & self-employm5t income ! mon?ly insurance b5efit is bas$ initially became eligible 7or di$ be=e becom+ eligible7 = old-age insurance b5efits "u subsection 7a7 or disability insurance b5efits "u section #bbc4 7#c7 7,a7 ,! increase requir$ "u p>agraph 7#a7 ) respect to ! mon?ly insurance b5efit ( an individual :o is a qualifi$ b5efici>y = a cal5d> ye> %all be equal to ! applicable p]c5tage 7specifi$ = su* b5efit 9 subp>agraph 7,b77 ( ! full increase am\nt = su* cal5d> ye> 7det]m9$ "u subp>agraph 7,c774 7,b7 ,! applicable p]c5tage specifi$ = a mon?ly insurance b5efit "u ?is subp>agraph = a cal5d> ye> is ! p]c5tage specifi$1 9 connection ) ! ye> describ$ 9 ! foll[+ table1 z foll[s3 ,! applicable ,if ! ye> describ$ is3p]c5tage is3 ! #af? ye> beg9n+ aft] ! applicable ye> ( eligibility#bj p]c5t ! #ag? ye> beg9n+ aft] ! applicable ye> ( eligibility#dj p]c5t ! #ah? ye> beg9n+ aft] ! applicable ye> ( eligibility#fj p]c5t ! #ai? ye> beg9n+ aft] ! applicable ye> ( eligibility#hj p]c5t ! #bj? ye> beg9n+ aft] ! applicable ye> ( eligibility or lat]#ajj p]c5t4 7,c7 7i7 ,except z provid$ 9 clause 7ii71 ! full increase am\nt det]m9$ "u ?is subp>agraph = a cal5d> ye> 9 connection ) ! mon?ly insurance b5efit ( a qualifi$ b5efici>y is a doll> am\nt equal to #e p]c5t ( ! prim>y insurance am\nt ( a putative individual if-- 7,i7 su* prim>y insurance am\nt 7 det]m9$ = ,janu>y ( su* cal5d> ye>2 7,,ii7 on ,janu>y #a ( ! applicable ye> ( eligibility = ! qualifi$ b5efici>y1 su* putative individual 7 fully insur$1 atta9$ retirem5t age 7z def9$ 9 section #baf7l77#b77 & 7 o!rwise eligible =1 & appli$ =1 old-age insurance b5efits2 & 7,,iii7 su* putative individual's av]age index$ mon?ly e>n+s tak5 into acc\nt 9 det]m9+ su* prim>y insurance am\nt 7 equal to #a_/ab ( ! national av]age wage index 7z def9$ 9 section #bji7k77#a77 = ! second ye> prior to su* applicable ye> ( eligibility4 7ii7 7,i7 ,9 ! case ( a mon?ly insurance b5efit "u subsection 7b7 or 7c71 ! full increase am\nt det]m9$ "u ?is subp>agraph %all be "o-half ! am\nt det]m9$ "u clause 7i74 7,,ii7 9 ! case ( a mon?ly insurance b5efit "u subsection 7d71 7g71 or 7h71 ! full increase am\nt det]m9$ "u ?is subp>agraph %all be ! p]c5tage ( ! am\nt det]m9$ "u clause 7i7 equal to ! ratio :i* ! am\nt ( su* b5efit be>s to ! prim>y insurance am\nt 7be=e ! application ( section #bjc7;a77 ( ! individual on ^: wages & self-employm5t income ! mon?ly insurance b5efit is bas$4 7#d7 ,9 ! case ( a qualifi$ b5efici>y :o is entitl$ to two or m mon?ly insurance b5efits "u ?is title = ! same mon?-- 7,a7 ! e>lie/ applicable ye> ( eligibility = su* b5efici>y ) respect to su* b5efits %all be treat$ z ! applicable ye> ( eligibility = su* b5efici>y = ! purposes ( ?is subsection2 & 7,b7 su* b5efici>y %all be entitl$ to an increase ) respect only to "o su* b5efit4 7#e7 ,?is subsection %all be appli$ to mon?ly insurance b5efits aft] any increase "u subsection 7w7 & any applicable r$uctions & d$uctions "u ?is title4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #bjb ( su* ,act 7#db ,u4,s4,c4 #djb7 is am5d$-- 7,a7 9 ! la/ s5t5ce ( subsection 7a71 by /rik+ subsection 7q7 & subsection 7w7 & ins]t+ subsections 7q71 7w71 & 7aa72 7,b7 9 subsection 7b77#b71 by /rik+ subsections 7k77#e7 & 7q7 & ins]t+ subsections 7k77#e71 7q71 & 7aa72 7,c7 9 subsection 7c77#b71 by /rik+ subsections 7k77#e7 & 7q7 & ins]t+ subsections 7k77#e71 7q71 & 7aa72 7,d7 9 subsection 7d77#b71 by add+ at ! end ! foll[+3 ,?is p>agraph %all apply subject to subsection 7aa742 7,e7 9 subsection 7e77#b77;,a71 by /rik+ subsection 7k77#e71 subsection 7q71 & subp>agraph 7,d7 ( ?is p>agraph & ins]t+ subsection 7k77#e71 subsection 7q71 subsection 7aa71 & subp>agraph 7,d7 ( ?is p>agraph2 7,f7 9 subsection 7f77#b77;,a71 by /rik+ subsection 7k77#e71 subsection 7q71 & subp>agraph 7,d7 ( ?is p>agraph & ins]t+ subsection 7k77#e71 subsection 7q71 subsection 7aa71 & subp>agraph 7,d7 ( ?is p>agraph2 7,g7 9 subsection 7g77#b71 by /rik+ ,su* & ins]t+ ,except z provid$ 9 subsections 7k77#e7 & 7aa71 su*2 7,h7 9 subsection 7h77#b77;,a71 by ins]t+ & subsection 7aa7 aft] subp>agraphs 7,b7 & 7,c72 & 7#b7 ,section #bbc7;a77#b7 ( su* ,act 7#db ,u4,s4,c4 #dbc7;a77#b77 is am5d$ by /rik+ section #bjb7q7 & ins]t+ sections #bjb7q7 & #bjb7;aa74 7#c7 ,section #bji7k77#a7 ( su* ,act 7#db ,u4,s4,c4 #dji7k77#a77 is am5d$ by ins]t+ #bjb7;aa77#c77;,c77i77,,ii71 be=e #bjc7;f77#h77;,b77ii74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to mon?ly insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 #ajg4 ,provid+ c>egiv] cr$its = ,social ,security 7a7 ,9 g5]al ,title ,,ii ( ! ,social ,security ,act is am5d$ by add+ aft] section #bcd 7#db ,u4,s4,c4 #dcd7 ! foll[+ new section3 #bce4 ,deem$ wages = c>egiv]s ( dep5d5t relatives 7a7 ,def9itions ,= purposes ( ?is section-- 7#a7 7,a7 ,subject to subp>agraph 7,b71 ! t]m qualify+ ye> means1 9 connection ) an individual1 any cal5d> ye> dur+ :i* su* individual 0 engag$ = n less ?an #ifj h\rs 9 provid+ c>e to a dep5d5t relative )\t monet>y comp5sation4 7,b7 ,! t]m qualify+ ye> does n include any ye> end+ aft] ! date on :i* su* individual atta9s retirem5t age 7z def9$ 9 section #baf7l774 7#b7 ,! t]m dep5d5t relative means1 9 connection ) an individual-- 7,a7 a *ild1 gr&*ild1 niece1 or nephew 7( su* individual or su* individual's sp\se or dome/ic p>tn]71 or a *ild to :i* ! individual or ! individual's sp\se or dome/ic p>tn] is /&+ 9 loco p>5tis1 :o is "u ! age ( #ab2 or 7,b7 a *ild1 gr&*ild1 niece1 or nephew 7( su* individual or su* individual's sp\se or dome/ic p>tn]71 a *ild to :i* ! individual or ! individual's sp\se or dome/ic p>tn] is /&+ 9 loco p>5tis1 a p>5t1 gr&p>5t1 sibl+1 aunt1 or uncle 7( su* individual or 8 or h] sp\se or dome/ic p>tn]71 or su* individual's sp\se or dome/ic p>tn]1 if su* *ild1 gr&*ild1 niece1 nephew1 p>5t1 gr&p>5t1 sibl+1 aunt1 uncle1 sp\se1 or dome/ic p>tn] is a *ronically dep5d5t individual4 7#c7 7,a7 ,! t]m *ronically dep5d5t individual means an individual :o-- 7i7 is dep5d5t on a daily basis on v]bal rem9d+1 physical cue+1 sup]vision1 or o!r assi/ance provid$ to ! individual by ano!r p]son 9 ! p]=mance ( at lea/ two ( ! activities ( daily liv+ 7describ$ 9 subp>agraph 7,b77 or in/rum5tal activities ( daily liv+ 7describ$ 9 subp>agraph 7,c772 & 7ii7 )\t ! assi/ance describ$ 9 clause 7i71 c\ld n p]=m su* activities ( daily liv+ or in/rum5tal activities ( daily liv+4 7,b7 ,! activities ( daily liv+ ref]r$ to 9 subp>agraph 7,a7 means basic p]sonal ev]yday activities1 includ+-- 7i7 eat+2 7ii7 ba?+2 7iii7 dress+2 7iv7 toilet+2 & 7v7 transf]r+ 9 & out ( a b$ or 9 & out ( a *air4 7,c7 ,! in/rum5tal activities ( daily liv+ ref]r$ to 9 subp>agraph 7,a7 means activities relat$ to liv+ indep5d5tly 9 ! community1 includ+-- 7i7 meal plann+ & prep>ation2 7ii7 manag+ f9ances2 7iii7 %opp+ = food1 clo?+1 or o!r ess5tial items2 7iv7 p]=m+ ess5tial h\sehold *ores2 7v7 communicat+ by phone or o!r =m ( m$ia2 & 7vi7 travel+ ar\nd & p>ticipat+ 9 ! community4 7b7 ,deem$ ,wages ( ,c>egiv] 7#a7 7,a7 ,= purposes ( det]m9+ entitlem5t to & ! am\nt ( any mon?ly b5efit = any mon? aft] ,decemb] #bjbd1 or entitlem5t to any lump-sum dea? paym5t 9 ! case ( a dea? aft] su* mon?1 payable "u ?is title on ! basis ( ! wages & self-employm5t income ( any individual1 includ+ = purposes ( det]m9+ su* individual's insur$ /atus = purposes ( sections #bad1 #baf7;i77#c71 & #bbc7;c71 su* individual %all be deem$ to h be5 paid dur+ ea* qualify+ ye> 79 addition to wages or self-employm5t income actually paid to or d]iv$ by su* individual dur+ su* ye>7 at an am\nt p] ye> equal to-- 7i7 9 ! case ( a qualify+ ye> dur+ :i* no wages1 self-employm5t income1 or e>n+s f noncov]$ s]vice 7 actually paid to or d]iv$ by su* individual1 #ej p]c5t ( ! national av]age wage index 7z def9$ 9 section #bji7k77#a77 = ! second cal5d> ye> prec$+ su* cal5d> ye>2 & 7ii7 9 ! case ( any o!r qualify+ ye>1 ! excess ( ! am\nt det]m9$ "u clause 7i7 ov] #a_/b ( ! wages1 self-employm5t income1 & e>n+s f noncov]$ s]vice actually paid to or d]iv$ by su* individual dur+ su* ye>4 7,b7 ,9 any case 9 :i* !re are m ?an #e qualify+ ye>s = an individual1 ! #e qualify+ ye>s tak5 into acc\nt = purposes ( ?is section %all be ! #e qualify+ ye>s 7:e!r or n consecutive7 :i* result 9 ! l>ge/ mon?ly b5efits payable "u ?is title on ! basis ( ! wages & self-employm5t income ( ! individual = mon?s aft] ,decemb] #bjbd4 7,c7 ,= purposes ( ?is p>agraph1 ! t]m e>n+s f noncov]$ s]vice means e>n+s = s]vice :i* did n con/itute employm5t z def9$ 9 section #baj = purposes ( ?is title4 7#b7 ,p>agraph 7#a7 %all n be applicable 9 ! case ( any mon?ly b5efit or lump-sum dea? paym5t if a l>g] su* b5efit or paym5t1 z ! case may be1 w\ld be payable )\t its application4 7#c7 ,any assi/ance or support s]vices provid$ to c>egiv]s "u section #agbj;,g ( title #ch1 ,unit$ ,/ates ,code1 %all n be consid]$ wages or self-employm5t income = ! purposes ( ?is section4 7c7 ,rules & regulations 7#a7 ,n lat] ?an #a ye> aft] ! date ( ! enactm5t ( ?is section1 ! ,commission] ( ,social ,security %all promulgate su* regulations z are necess>y to c>ry out ?is section & to prev5t fraud & abuse ) respect to ! b5efits "u ?is section1 includ+ regulations e/abli%+ proc$ures = ! application & c]tification requirem5ts describ$ 9 p>agraph 7#b74 7#b7 ,a qualify+ ye> %all n be tak5 into acc\nt "u ?is section ) respect to an individual unless-- 7,a7 ! individual submits to ! ,commission] ( ,social ,security an application "u ?is section t includes-- 7i7 ! "n & id5tify+ in=mation ( ! dep5d5t relative ) respect to :om ! individual 0 engag$ 9 provid+ c>e dur+ su* ye>2 7ii7 if ! dep5d5t relative is n a *ild "u ! age ( #ab1 docum5tation f ! physician ( ! dep5d5t relative expla9+ :y ! dep5d5t relative is a *ronically dep5d5t individual2 & 7iii7 su* o!r in=mation z ! ,commission] may require to v]ify ! /atus ( ! dep5d5t relative2 & 7,b7 = e qualify+ ye> t occurs aft] ! fir/ qualify+ ye>1 ! individual c]tifies1 9 su* =m & mann] z ! ,commission] %all require1 t ! in=mation provid$ 9 ! individual's application "u ?is section has n *ang$4 4 7b7 ,con=m+ am5dm5t ,section #bji7k77#a7 ( su* ,act 7#db ,u4,s4,c4 #dji7k77#a77 is am5d$-- 7#a7 by /rik+ & be=e #bcj7;b77#b7 ! fir/ "t x appe>s2 & 7#b7 by ins]t+ & #bce7;b77#a77;,a77i71 aft] #aigg714 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to individuals :o become eligible = mon?ly insurance b5efits 7or die be=e becom+ s eligible7 aft] #bjbd & be=e #bjce1 except t su* am5dm5ts %all n apply = purposes ( det]m9+ cont9u+ eligibility or mon?ly b5efit am\nts = mon?ly insurance b5efits = any mon? aft] cal5d> ye> #bjcd4 #ajh4 ,elim9at+ ! #e-mon? wait+ p]iod = disability b5efits 7a7 ,9 g5]al ,section #bbc7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dbc7;a77 is am5d$-- 7#a7 9 p>agraph 7#a71 9 ! matt] foll[+ subp>agraph 7,e71 by /rik+ 7i7 = ea* mon? & all t foll[s ?r\gh "u su* disability1 & ins]t+ = ea* mon? beg9n+ ) ! fir/ mon? dur+ all ( :i* ! individual is "u a disability & 9 :i* ! individual becomes entitl$ to su* insurance b5efits2 & 7#b7 9 p>agraph 7#b7-- 7,a7 by /rik+ z ?\gh he _h atta9$ age #fb & all t foll[s ?r\gh & z ?\gh & ins]t+ z ?\gh he _h atta9$ age #fb 9 ! fir/ mon? = :i* he becomes entitl$ to su* disability insurance b5efits1 & z ?\gh2 & 7,b7 by /rik+ 9 or be=e ! fir/ mon? ref]r$ to 9 subp>agraph 7,a7 or 7,b7 ( su* s5t5ce1 z ! case may be1 & ins]t+ 9 or be=e su* mon?14 7b7 ,disabl$ surviv+ sp\ses ,section #bjb ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7 is am5d$-- 7#a7 9 subsection 7e7-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,c77ii77,,iii71 by /rik+ p>agraph 7#h7 & ins]t+ p>agraph 7#f72 & 7ii7 by /rik+ beg9n+ )-- & all t foll[s ?r\gh & end+ & ins]t+ beg9n+ ) ! fir/ mon? 9 :i* %e becomes s entitl$ to su* insurance b5efits & end+2 & 7,b7 by /rik+ p>agraph 7#e7 & r$esignat+ p>agraphs 7#f7 ?r\gh 7#h7 z p>agraphs 7#e7 ?r\gh 7#g71 respectively2 7#b7 9 subsection 7f7-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,c77ii77,,iii71 by /rik+ p>agraph 7#h7 & ins]t+ p>agraph 7#f72 & 7ii7 by /rik+ beg9n+ )-- & all t foll[s ?r\gh & end+ & ins]t+ beg9n+ ) ! fir/ mon? 9 :i* he becomes s entitl$ to su* insurance b5efits & end+2 & 7,b7 by /rik+ p>agraph 7#e7 & r$esignat+ p>agraphs 7#f7 ?r\gh 7#h7 z p>agraphs 7#e7 ?r\gh 7#g71 respectively4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to any individual :o becomes entitl$ to mon?ly insurance b5efits 9 any case 9 :i* ! p]iod ( disability dur+ :i* ! individual became s entitl$ beg9s 9 a mon? 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 7d7 ,special rules = nonapplication be=e #bjbe & aft] #bjcd 7#a7 ,be=e #bjbe ,9 ! case ( any individual :o w\ld be 9 a wait+ p]iod 7z def9$ 9 section #bbc7;c77#b7 ( ! ,social ,security ,act7 z ( ,janu>y #bjbd1 ! la/ mon? ( su* individual's wait+ p]iod %all be deem$ to be ,decemb] #bjbd4 7#b7 ,aft] #bjcd ,9 ! case ( an individual :o w\ld be 9 a wait+ p]iod 7z s def9$7 z ( ,janu>y #bjce b = ! am5dm5ts made by ?is section1 su* individual's wait+ p]iod %all be deem$-- 7,a7 to beg9 ) ! mon? ( ,janu>y #bjce2 & 7,b7 to consi/ ( a numb] ( mon?s equal to ! diff]5ce ( #e m9us ! numb] ( mon?s 9 ! applicable p]iod ( disability ( ! individual t elaps$ dur+ #bjcd4 #aji4 ,e/abli%+ a gradual (fset = disability b5efici>ies ) e>n+s 7a7 ,elim9ation ( t]m9ation ( b5efits due to "w activity 7#a7 ,date ( t]m9ation ( disability b5efits2 elim9ation ( ext5d$ p]iod ( eligibility ,section #bbc7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dbc7;a77#a77 is am5d$1 9 ! matt] foll[+ subp>agraph 7,e71 by /rik+ ! e>li] ( & all t foll[s ?r\gh ! #cf mon?s foll[+ su* p]iod ( trial "w 9 :i* he engages or is det]m9$ able to engage 9 sub/antial ga9ful activity & ins]t+ ! ?ird mon? foll[+ ! e>lie/ mon? aft] ! end ( su* p]iod ( trial "w ) respect to :i* su* individual is det]m9$ to no long] be suff]+ f a disabl+ physical or m5tal impairm5t4 7#b7 ,date ( t]m9ation ( *ild's b5efits ,section #bjb7;d77#a77;,g77i7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#a77;,g77i77 is am5d$ by /rik+ ! e>li] ( & all t foll[s ?r\gh sub/antial ga9ful activity71 & ins]t+ ! ?ird mon? foll[+ ! e>lie/ mon? aft] ! end ( su* p]iod ( trial "w ) respect to :i* su* individual is det]m9$ to no long] be suff]+ f a disabl+ physical or m5tal impairm5t14 7#c7 ,date ( t]m9ation ( wid['s & wid[]'s b5efits ,subsections 7e77#a7 & 7f77#a7 ( section #bjb ( su* ,act 7#db ,u4,s4,c4 #djb7 are ea* am5d$1 9 ! matt] foll[+ subp>agraph 7,e71 by /rik+ ! e>li] ( & all t foll[s ?r\gh ! end ( ! p>agraph & ins]t+ ! ?ird mon? foll[+ ! e>lie/ mon? aft] ! end ( su* p]iod ( trial "w ) respect to :i* su* individual is det]m9$ to no long] be suff]+ f a disabl+ physical or m5tal impairm5t44 7#d7 ,elim9ation ( "w-relat$ t]m9ation ( hospital insurance b5efits ,section #bbf7;b7 ( su* ,act 7#db ,u4,s4,c4 #dbf7;b77 is am5d$1 9 ! matt] foll[+ p>agraph 7#b71 by /rik+ ,= purposes ( ?is subsection & all t foll[s ?r\gh ! end4 7#e7 ,con=m+ am5dm5t relat$ to exp$it$ re9/atem5t ,section #bbc ( su* ,act 7#db ,u4,s4,c4 #dbc7 is am5d$ by /rik+ subsection 7i74 7b7 ,b5efit r$uction bas$ on e>n+s d]iv$ f s]vices 7#a7 ,9 g5]al ,section #bbc7;e7 ( su* ,act 7#db ,u4,s4,c4 #dbc7;e77 is am5d$ to read z foll[s3 7e7 7#a7 ,any b5efit o!rwise payable to an individual = a mon? "u subsection 7d77#a77;,b77ii71 7d77#f77;,a77ii71 7d77#f77;,b71 7e77#a77;,b77ii71 or 7f77#a77;,b77ii7 ( section #bjb or "u subsection 7a77#a7 ( ?is section %all be r$uc$ by #a = ea* #b by :i* ! individual's e>n+s d]iv$ f s]vices = su* mon? exce$s ! am\nt specifi$ 9 p>agraph 7#b7 ) respect to su* mon?1 except t-- 7,a7 9 ! case ( an individual :o has a p]iod ( trial "w 7z def9$ 9 section #bbb7;c771 no r$uction may be appli$ to any b5efit ( su* individual "u ?is title = any mon? prior to ! ?ird mon? aft] ! end ( ! individual's p]iod ( trial "w2 & 7,b7 su* b5efit may n be r$uc$ bel[ #j4 7#b7 ,! am\nt specifi$ 9 ?is p>agraph ) respect to a mon? %all be ! am\nt ( mon?ly e>n+s d]iv$ f s]vices e/abli%$ by ! ,commission] 7"u regulations issu$ pursuant to section #bbc7;d77#d77;,a77 to repres5t sub/antial ga9ful activity 9 ! case ( a bl9d individual = su* mon?4 7#c7 ,9 ! case ( a b5efit o!rwise payable to an individual = a mon? "u section #bjb on ! basis ( ! wages & self-employm5t income ( an individual ^: b5efit is r$uc$ pursuant to p>agraph 7#a71 su* b5efit %all be r$uc$ = su* mon? by ! same proportion z ! r$uction made pursuant to p>agraph 7#a74 4 7#b7 ,con=m+ am5dm5t ,section #bbc7;a77#b7 ( su* ,act 7#db ,u4,s4,c4 #dbc7;a77#b77 is am5d$ by /rik+ & section #bae7;b77#b77;,a77ii7 & ins]t+ 1 section #bae7;b77#b77;,a77ii71 & subsection 7e7 ( ?is section4 7c7 ,ticket to ,"w employm5t networks ,section #aadh7;h77#e7 ( su* ,act 7#db ,u4,s4,c4 #acbj;b-#ai7;h77#e77 is am5d$ by r$esignat+ subp>agraph 7,c7 z subp>agraph 7,d7 & ins]t+3 7,c7 ,! ,commission] may alt] requirem5ts to receive a paym5t "u ?is section to ! ext5t t ! ,commission] det]m9es t alt]+ su* requirem5ts is necess>y to ensure t suffici5t employm5t networks are available & t ea* b5efici>y receiv+ s]vices "u ! ,program has reasonable access to employm5t s]vices1 vocational rehabilitation s]vices1 & o!r support s]vices4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 #aaj4 ,repeal+ ! ,gov]nm5t p5sion (fset & w9dfall elim9ation provisions 7a7 ,repeal ( gov]nm5t p5sion (fset provision 7#a7 ,9 g5]al ,section #bjb7k7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7k77 is am5d$ by /rik+ p>agraph 7#e74 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #bjb7;b77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7;b77#b77 is am5d$ by /rik+ subsections 7k77#e7 & 7q7 & ins]t+ subsection 7q74 7,b7 ,section #bjb7;c77#b7 ( su* ,act 7#db ,u4,s4,c4 #djb7;c77#b77 is am5d$ by /rik+ subsections 7k77#e7 & 7q7 & ins]t+ subsection 7q74 7,c7 ,section #bjb7;e77#b77;,a7 ( su* ,act 7#db ,u4,s4,c4 #djb7;e77#b77;,a77 is am5d$ by /rik+ subsection 7k77#e71 subsection 7q71 & ins]t+ subsection 7q74 7,d7 ,section #bjb7;f77#b77;,a7 ( su* ,act 7#db ,u4,s4,c4 #djb7;f77#b77;,a77 is am5d$ by /rik+ subsection 7k77#e71 subsection 7q7 & ins]t+ subsection 7q74 7b7 ,repeal ( w9dfall elim9ation provisions 7#a7 ,9 g5]al ,section #bae ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7 is am5d$-- 7,a7 9 subsection 7a71 by /rik+ p>agraph 7#g72 7,b7 9 subsection 7d71 by /rik+ p>agraph 7#c72 & 7,c7 9 subsection 7f71 by /rik+ p>agraph 7#i74 7#b7 ,con=m+ am5dm5ts ,subsections 7e77#b7 & 7f77#b7 ( section #bjb ( su* ,act 7#db ,u4,s4,c4 #djb7 are ea* am5d$ by /rik+ section #bae7;f77#e71 #bae7;f77#f71 or #bae7;f77#i77;,b7 9 subp>agraphs 7,c7 & 7,d77i7 & ins]t+ p>agraph 7#e7 or 7#f7 ( section #bae7;f74 7c7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply ) respect to mon?ly insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd4 7#b7 ,recomputation ( prim>y insurance am\nts ,not)/&+ section #bae7;f7 ( ! ,social ,security ,act1 ! ,commission] ( ,social ,security %all recompute prim>y insurance am\nts to ! ext5t necess>y-- 7,a7 to c>ry out ! am5dm5ts made by ?is section2 & 7,b7 to acc\nt = ! nonapplication ( su* am5dm5ts aft] cal5d> ye> #bjcd su* t ea* individual's mon?ly insurance b5efit = a mon? aft] #bjcd %all be equal to ! mon?ly insurance b5efit t su* individual w\ld h receiv$ = su* mon? if ! am5dm5ts made "u ?is section _h n be5 made4 #aaa4 ,ext5d+ ! *ild's b5efit = po/-second>y s*ool /ud5ts "u age #bf 7a7 ,9 g5]al ,section #bjb7;d77#a77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7;d77#a77;,b77 is am5d$ to read z foll[s3 7,b7 at ! "t su* application 0 fil$ 0 unm>ri$ &-- 7i7 _h n atta9$ ! age ( #ah1 7ii7 0 a full-"t elem5t>y or second>y s*ool /ud5t & _h n atta9$ ! age ( #bb1 7iii7 0 a qualify+ po/-second>y s*ool /ud5t & _h n atta9$ ! age ( #bf1 or 7iv7 is "u a disability 7z def9$ 9 section #bbc7;d77 :i* began be=e he atta9$ ! age ( #bb1 & 4 7b7 ,def9ition ( qualify+ po/-,second>y s*ool /ud5t 7#a7 ,9 g5]al ,section #bjb7;d77#g7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#g77 is am5d$-- 7,a7 9 subp>agraph 7,a7-- 7i7 by ins]t+ & a qualify+ po/-second>y s*ool /ud5t is an individual :o is 9 at lea/ half-"t att5dance z a /ud5t at a po/-second>y educational in/itution be=e 1 z det]m9$ by ! ,commission]2 7ii7 by ins]t+ or a qualify+ po/-second>y s*ool /ud5t be=e if he is paid by 8 employ]2 7iii7 by ins]t+ or a po/-second>y educational in/itution1 z applicable1 be=e at ! reque/2 7iv7 by ins]t+ or a qualify+ po/-second>y s*ool /ud5t be=e = ! purpose ( ?is section2 & 7v7 by ins]t+ or a qualify+ po/-second>y s*ool /ud5t be=e %all be deem$2 & 7,b7 9 subp>agraph 7,b7-- 7i7 by ins]t+ or a qualify+ po/-second>y s*ool /ud5t be=e dur+ any p]iod2 7ii7 by ins]t+ or1 9 ! case ( a qualify+ po/-second>y s*ool /ud5t1 any p]iod ( nonatt5dance at a po/-second>y educational in/itution at :i* ! individual has be5 9 at lea/ half-"t att5dance aft] full-"t att5dance2 & 7iii7 ins]t+ or1 9 ! case ( a qualify+ po/-second>y s*ool /ud5t1 9 at lea/ half-"t att5dance at a po/-second>y educational in/itution be=e imm$iately foll[+ su* p]iod ea* place x appe>s4 7#b7 ,transition f elem5t>y or second>y s*ool ,section #bjb7;d77#g77;,b7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#g77;,b77 is am5d$ by add+ at ! end ! foll[+ s5t5ce3 ,an individual :o has be5 9 full-"t att5dance at an elem5t>y or second>y s*ool %all1 dur+ a succe$+ p]iod ( nonatt5dance at su* s*ool1 be deem$ to be a qualify+ po/-second>y s*ool /ud5t if 7i7 su* p]iod is #d cal5d> mon?s or less1 & 7ii7 ! individual %[s to ! satisfaction ( ! ,commission] t he int5ds to be 9 at lea/ half-"t att5dance at a po/-second>y educational in/itution imm$iately foll[+ su* p]iod44 7c7 ,def9ition ( po/-,second>y educational in/itution ,section #bjb7;d77#g77;,c7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#g77;,c77 is am5d$ by add+ at ! end ! foll[+3 7iii7 ,a po/-second>y educational in/itution is an in/itution describ$ 9 section #ajb ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajjb74 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #bjb7;d77#a77;,e7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#a77;,e77 is am5d$ by ins]t+ or a qualify+ po/-second>y s*ool /ud5t aft] /ud5t4 7#b7 ,section #bjb7;d77#a77;,f7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#a77;,f77 is am5d$ by /rik+ ! e>li] (-- & all t foll[s ?r\gh ! age ( #ai1 & ins]t+ ! foll[+3 ! e>li] (-- 7i7 ! fir/ mon? dur+ no "p ( :i* ! *ild is a full-"t elem5t>y or second>y s*ool /ud5t or a qualify+ po/-second>y s*ool /ud5t1 7ii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bb1 b only if ! *ild is n a qualify+ po/-second>y s*ool /ud5t dur+ any "p ( su* mon?1 or 7iii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bf1 4 7#c7 ,section #bjb7;d77#a77;,g7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#a77;,g77 is am5d$ by /rik+ 7if lat]7 & all t foll[s ?r\gh ! ! age ( #ai1 & ins]t+ ! foll[+3 7if lat]7 ! e>li] (-- 7i7 ! fir/ mon? dur+ no "p ( :i* ! *ild is a full-"t elem5t>y or second>y s*ool /ud5t or a qualify+ po/-second>y s*ool /ud5t1 7ii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bb1 b only if ! *ild is n a qualify+ po/-second>y s*ool /ud5t dur+ any "p ( su* mon?1 or 7iii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bf1 4 7#d7 ,section #bjb7;d77#f77;,a7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#f77;,a77 is am5d$ to read z foll[s3 7,a7 7i7 is a full-"t elem5t>y or second>y s*ool /ud5t & has n atta9$ ! age ( #bb1 7ii7 is a qualify+ po/-second>y s*ool /ud5t & has n atta9$ ! age ( #bf1 or 7iii7 is "u a disability 7z def9$ 9 section #bbc7;d77 & has n atta9$ ! age ( #bb1 or 4 7#e7 ,section #bjb7;d77#f77;,d7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#f77;,d77 is am5d$ to read z foll[s3 7,d7 ! e>li] (-- 7i7 ! fir/ mon? dur+ no "p ( :i* ! *ild is a full-"t elem5t>y or second>y s*ool /ud5t or a qualify+ po/-second>y s*ool /ud5t1 7ii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bb1 b only if ! *ild is n a qualify+ po/-second>y s*ool /ud5t dur+ any "p ( su* mon?1 or 7iii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bf1 b only if he is n "u a disability 7z s def9$7 9 su* e>li] mon?2 or 4 7#f7 ,section #bjb7;d77#f77;,e7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#f77;,e77 is am5d$ by /rik+ 7if lat]7 & all t foll[s to ! end & ins]t+ ! foll[+3 7if lat]7 ! e>li] (-- 7i7 ! fir/ mon? dur+ no "p ( :i* ! *ild is a full-"t elem5t>y or second>y s*ool /ud5t or a qualify+ po/-second>y s*ool /ud5t1 7ii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bb1 b only if ! *ild is n a qualify+ po/-second>y s*ool /ud5t dur+ any "p ( su* mon?1 or 7iii7 ! mon? 9 :i* ! *ild atta9s ! age ( #bf4 4 7#g7 ,section #bjb7;d77#g77;,d7 ( su* ,act 7#db ,u4,s4,c4 #djb7;d77#g77;,d77 is am5d$-- 7,a7 by /rik+ ,a *ild :o & ins]t+ 7i7 ,a *ild :o2 7,b7 by /rik+ age #ai & ins]t+ age #bb2 7,c7 by /rik+ clause 7i7 ( p>agraph 7#a77;,b7 & ins]t+ clause 7ii7 ( p>agraph 7#a77;,b72 & 7,d7 by add+ at ! end ! foll[+3 7ii7 ,a *ild :o atta9s age #bf at a "t :5 he is a qualify+ po/-second>y s*ool /ud5t 7z def9$ 9 subp>agraph 7,a7 ( ?is p>agraph & )\t application ( subp>agraph 7,b7 ( su* p>agraph7 b has n 7at su* "t7 complet$ ! requirem5ts =1 or receiv$1 a diploma or equival5t c]tificate f a po/-second>y educational in/itution 7z def9$ 9 subp>agraph 7,c77iii77 %all be deem$ 7= purposes ( det]m9+ :e!r 8 entitlem5t to b5efits "u ?is subsection has t]m9at$ "u p>agraph 7#a77;,f7 & = purposes ( det]m9+ 8 initial entitlem5t to su* b5efits "u clause 7iii7 ( p>agraph 7#a77;,b77 n to h atta9$ su* age until ! fir/ day ( ! fir/ mon? foll[+ ! end ( ! qu>t] or seme/] 9 :i* he is enroll$ at su* "t 7or1 if ! po/-second>y educational in/itution 7z s def9$7 9 :i* he is enroll$ is n op]at$ on a qu>t] or seme/] sy/em1 until ! fir/ day ( ! fir/ mon? foll[+ ! completion ( ! c\rse 9 :i* he is s enroll$ or until ! fir/ day ( ! ?ird mon? beg9n+ aft] su* "t1 :i*ev] fir/ occurs74 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to *ild's insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd1 includ+ = individuals :o file applications = su* b5efits to beg9 ) any su* mon?1 except t su* am5dm5ts %all n apply = purposes ( det]m9+ cont9u+ eligibility = *ild's insurance b5efits = any mon? aft] cal5d> ye> #bjcd4 #aab4 ,increas+ access to b5efits = *ildr5 :o live ) gr&p>5ts or o!r relatives 7a7 ,9 g5]al ,title ,,ii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dja et seq47 is am5d$-- 7#a7 9 section #bjb7;d7-- 7,a7 9 p>agraph 7#a77;,c71 by ins]t+ except z provid$ 9 p>agraph 7#i71 be=e 0 dep5d5t2 & 7,b7 by am5d+ p>agraph 7#i7 to read z foll[s3 7#i7 7,a7 ,9 ! case ( a *ild :o is ! *ild ( an individual "u clause 7#c7 ( ! fir/ s5t5ce ( section #baf7;e7 & is n a *ild ( su* individual "u clause 7#a7 or 7#b7 ( su* fir/ s5t5ce1 ! crit]ia specifi$ 9 subp>agraph 7,b7 %all apply in/ead ( ! crit]ia specifi$ 9 subp>agraph 7,c7 ( p>agraph 7#a74 7,b7 ,! crit]ia ( ?is subp>agraph are t-- 7i7 ! *ild has be5 liv+ ) su* individual 9 ! ,unit$ ,/ates = a p]iod ( n less ?an #ab mon?s2 7ii7 ! *ild has be5 receiv+ n less ?an ( ! *ild's support f su* individual = a p]iod ( n less ?an #ab mon?s2 & 7iii7 ! p]iod dur+ :i* ! *ild 0 liv+ ) su* individual began be=e ! *ild atta9$ age #ah4 7,c7 ,9 ! case ( a *ild :o is less ?an #ab mon?s old1 su* *ild %all be deem$ to meet ! requirem5ts ( subp>agraph 7,b7 if1 on ! date ! *ild atta9s #a ye> ( age1 su* *ild has liv$ ) su* individual 9 ! ,unit$ ,/ates & receiv$ at lea/ ( ! *ild's support f su* individual = sub/antially all ( ! p]iod :i* began on ! date ( su* *ild's bir?4 2 & 7#b7 9 section #baf7;e71 9 ! fir/ s5t5ce-- 7,a7 by /rik+ gr&*ild or /epgr&*ild ( an individual or 8 sp\se & ins]t+ gr&*ild1 /epgr&*ild1 or o!r fir/-degree1 second-degree1 ?ird-degree1 f\r?-degree1 or fif?-degree relative ( an individual or ! individual's sp\se2 7,b7 by /rik+ 0 no natural or adoptive p>5t & ins]t+ is no liv+ natural or adoptive p>5t2 7,c7 by /rik+ 0 "u a disability & ins]t+ is "u a disability2 7,d7 by /rik+ liv+ at ! "t & all t foll[s ?r\gh 1 or 7,b7 & ins]t+ 1 7,b72 & 7,e7 by ins]t+ 1 or 7,c7 a c\rt ( compet5t jurisdiction has issu$ an ord] grant+ cu/ody ( su* p]son to ! individual or ! individual's sp\se be=e ! fir/ p]iod4 7b7 ,con=m+ am5dm5ts ,section #bjb7;d77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djb7;d77#a77 is am5d$-- 7#a7 by /rik+ subp>agraphs 7,a71 7,b71 & 7,c7 & ins]t+ subp>agraphs 7,a7 & 7,b7 & subp>agraph 7,c7 or p>agraph 7#i7 7z applicable72 & 7#b7 by /rik+ subp>agraphs 7,b7 & 7,c7 & ins]t+ subp>agraph 7,b7 & subp>agraph 7,c7 or p>agraph 7#i7 7z applicable74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to mon?ly insurance b5efits payable = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd1 includ+ = individuals :o file applications = su* b5efits to beg9 ) any su* mon?1 except t su* am5dm5ts %all n apply = purposes ( det]m9+ cont9u+ eligibility = mon?ly insurance b5efits = any mon? aft] cal5d> ye> #bjcd4 #aac4 ,prev5t+ an un9t5d$ drop 9 b5efits relat+ to ! application ( ! ,national ,av]age ,wage ,index 7a7 ,modifications relat$ to computation ( prim>y insurance am\nt ,section #bae ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7 is am5d$-- 7#a7 9 subsection 7a77#a77;,b77ii7-- 7,a7 9 subclause 7,i7-- 7i7 by /rik+ ! national & ins]t+ 7aa7 ! national2 & 7ii7 by /rik+ 1 by at ! end & ins]t+ 2 or2 & 7,b7 by add+ at ! end ( subclause 7,i7 ! foll[+3 7bb7 if high] 7& if su* second cal5d> ye> is aft] #bjbd71 ! highe/ national av]age wage index 7z s def9$7 = any cal5d> ye> be=e su* second cal5d> ye>1 by 2 & 7#b7 9 subsection 7b77#c77;,a77ii7-- 7,a7 9 subclause 7,i7-- 7i7 by /rik+ ! national & ins]t+ 7aa7 ! national2 & 7ii7 by /rik+ 1 by at ! end & ins]t+ 2 or2 & 7,b7 by add+ at ! end ( subclause 7,i7 ! foll[+3 7bb7 if high] 7& if su* second cal5d> ye> is aft] #bjbd71 ! highe/ national av]age wage index 7z s def9$7 = any cal5d> ye> be=e su* second cal5d> ye>1 by 4 7b7 ,modification relat$ to r$uction ( b5efits bas$ on disability ,section #bbd7;f77#b77;,b77i7 ( su* ,act 7#db ,u4,s4,c4 #dbd7;f77#b77;,b77i77 is am5d$ by ins]t+ 7or if high] 7& if su* cal5d> ye> is aft] #bjbd71 ! highe/ national av]age wage index 7z s def9$7 = any cal5d> ye> be=e su* cal5d> ye>7 aft] made4 #aad4 ,hold+ ,,ssi1 ,m$icaid1 & ,,*ip b5efici>ies h>mless 7a7 ,,ssi1 ,m$icaid1 & ,,*ip det]m9ations ,= purposes ( det]m9+ ! income ( an individual to e/abli% eligibility =1 & ! am\nt (1 b5efits payable "u title ,,xvi ( ! ,social ,security ,act1 eligibility = m$ical assi/ance "u ! ,/ate plan "u title ,,xix 7or a waiv] ( su* plan71 or eligibility = *ild heal? assi/ance "u ! ,/ate *ild heal? plan "u title ,,xxi 7or a waiv] ( ! plan71 ! am\nt ( any b5efit to :i* ! individual is entitl$ "u title ,,ii ( su* ,act %all be deem$ n to exce$ ! am\nt ( ! b5efit t w\ld h be5 det]m9$ = su* individual "u su* title if ! am5dm5ts made by title ,i ( ?is ,act _h n be5 made4 7b7 ,con=m+ *ange reg>d+ c]ta9 re5titlem5ts ,= purposes ( det]m9+ ! prim>y insurance am\nt "u section #bae7;a77#b77;,c7 = mon?s aft] ,decemb] #bjcd1 ! am\nt ( any prim>y insurance b5efit to :i* ! individual 0 entitl$ = mon?s 9 cal5d> ye>s #bjbe ?r\gh #bjcd "u title ,,ii ( ! ,social ,security ,act %all be deem$ to n exce$ ! prim>y insurance am\nts t w\ld h be5 det]m9$ = su* mon?s )\t reg>d to ! am5dm5ts made by ?is ,act4 ,,ii ,/r5g!n+ ! ,tru/ ,fund #bja4 ,det]m9+ wages & self-employm5t income above contribution & b5efit base aft] #bjbd 7a7 ,det]m9ation ( wages above contribution & b5efit base aft] #bjbd 7#a7 ,am5dm5ts to ! ,int]nal ,rev5ue ,code ( #aihf 7,a7 ,repeal ( pres5t law limitation ,section #caba7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ p>agraph 7#a74 7,b7 ,limitation on am\nt ( wages ,section #caba ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+3 7aa7 ,limitation on am\nt ( wages 7#a7 ,9 g5]al ,9 ! case ( any cal5d> ye> 9 :i* ! contribution & b5efit base 7z det]m9$ "u section #bcj ( ! ,social ,security ,act7 is less ?an #djj1jjj1 = purposes ( ! taxes impos$ by sections #caja7;a7 & #caaa7;a71 ! t]m wages does n include t "p ( ! remun]ation :i*1 aft] remun]ation equal to su* contribution & b5efit base ) respect to employm5t has be5 paid to an individual by an employ] dur+ ! cal5d> ye> ) respect to :i* su* contribution & b5efit base is effective1 is paid to su* individual by su* employ] dur+ ! cal5d> ye>4 ,! prec$+ s5t5ce %all n apply to t "p ( ! remun]ation paid to an individual aft] remun]ation ( #djj1jjj ) respect to employm5t has be5 paid to su* individual by an employ] 7or any p]son relat$ to1 or act+ on behalf (1 su* employ]1 z det]m9$ by ! ,secret>y7 dur+ ! cal5d> ye>4 7#b7 ,successor employ] ,if an employ] 7h]e9aft] ref]r$ to z successor employ]7 dur+ any cal5d> ye>1 acquires sub/antially all ! prop]ty us$ 9 a trade or bus9ess ( ano!r employ] 7h]e9aft] ref]r$ to z a pr$ecessor71 or us$ 9 a sep>ate unit ( a trade or bus9ess ( a pr$ecessor1 & imm$iately aft] ! acquisition employs 9 8 trade or bus9ess an individual :o imm$iately prior to ! acquisition 0 employ$ 9 ! trade or bus9ess ( su* pr$ecessor1 !n1 = ! purpose ( det]m9+ :e!r ! successor employ] has paid remun]ation ) respect to employm5t equal to ! contribution & b5efit base 7z det]m9$ "u section #bcj ( ! ,social ,security ,act7 to su* individual dur+ su* cal5d> ye>1 any remun]ation ) respect to employm5t paid 7or consid]$ "u ?is p>agraph z hav+ be5 paid7 to su* individual by su* pr$ecessor dur+ su* cal5d> ye> & prior to su* acquisition %all be consid]$ z hav+ be5 paid by su* successor employ]4 7#c7 ,remun]ation ,= purposes ( ?is subsection1 ! t]m remun]ation does n include remun]ation ref]r$ to 9 any p>agraph ( subsection 7a74 4 7,c7 ,application to railroad retirem5t 7i7 ,9 g5]al ,section #cbca7;e77#b77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new clause3 7iv7 ,limitation on exclusion ,= purposes ( s mu* ( ! taxes impos$ by sections #cbja7;a71 #cbaa7;a7 & #cbba7;a7 z are det]m9$ by ref]5ce to ! rate 9 effect "u section #caja7;a7 or #caaa7;a7-- 7,i7 9 ! case ( any cal5d> ye> 9 :i* ! contribution & b5efit base 7z det]m9$ "u section #bcj ( ! ,social ,security ,act7 is less ?an #djj1jjj1 clause 7i7 %all n apply to t "p ( ! remun]ation paid to an individual aft] remun]ation ( #djj1jjj = s]vices r5d]$ z an employee has be5 paid to su* individual by an employ] 7or any p]son relat$ to1 or act+ on behalf (1 su* employ]1 z det]m9$ by ! ,secret>y7 dur+ ! cal5d> ye>1 & 7,,ii7 9 ! case ( any cal5d> ye> 9 :i* su* contribution & b5efit base equals or exce$s #djj1jjj1 clause 7i7 %all n apply4 4 7ii7 ,exclusion ( remun]ation :i* is n treat$ z comp5sation ,section #cbca7;e77#b77;,a77ii7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ or 7iv7 aft] "u clause 7i74 7,d7 ,con=m+ am5dm5t ,section #cbca7;e77#b77;,c7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ ! second s5t5ce ( section #caba7;a77#a7 & ins]t+ section #caba7;aa77#b74 7#b7 ,am5dm5t to ! ,social ,security ,act ,section #bji7;a77#a77;,i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dji7;a77#a77;,i77 is am5d$ by ins]t+ be=e ! semicolon at ! end ! foll[+3 except t ?is subp>agraph %all apply only to cal5d> ye>s = :i* ! contribution & b5efit base 7z s det]m9$7 is less ?an #djj1jjj1 &1 = su* cal5d> ye>s1 only to ! ext5t t remun]ation ) respect to employm5t paid to su* employee does n exce$ #djj1jjj4 7b7 ,det]m9ation ( self-,employm5t income above contribution & b5efit base aft] #bjbd 7#a7 ,am5dm5ts to ,int]nal ,rev5ue ,code ( #aihf 7,a7 ,9 g5]al ,section #adjb7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ to read z foll[s3 7b7 ,self-,employm5t income 7#a7 ,9 g5]al ,! t]m self-employm5t income means ! net e>n+s f self-employm5t d]iv$ by an individual1 except t su* t]m %all n include net e>n+s f self-employm5t if su* net e>n+s = ! taxable ye> are less ?an #djj4 7#b7 ,limitation on ,,oasdi tax ,= purposes ( section #adja7;a71 ! t]m self-employm5t income %all n exce$ ! sum (-- 7,a7 ! total comp5sation n 9 excess ( ! contribution & b5efit base 7z det]m9$ "u section #bcj ( ! ,social ,security ,act7 :i* is effective = ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 r$uc$ by ! am\nt ( wages n 9 excess ( su* base paid to su* individual dur+ ! taxable ye>1 plus 7,b7 ! total comp5sation 9 excess ( ! great] (-- 7i7 #djj1jjj1 or 7ii7 ! am\nt ( wages paid to su* individual dur+ ! taxable ye>4 7#c7 ,def9ition & special rules 7,a7 ,total comp5sation ,= purposes ( p>agraph 7#b71 ! t]m total comp5sation means ! sum ( ! net e>n+s f self-employm5t & ! am\nt ( wages paid to su* individual dur+ ! taxable ye>4 7,b7 ,wages ,= purposes ( ?is subsection1 ! t]m wages-- 7i7 %all be det]m9$ )\t reg>d to section #caba7;aa72 & 7ii7 includes-- 7,i7 su* remun]ation paid to an employee = s]vices includ$ "u an agreem5t ent]$ into pursuant to ! provisions ( section #caba7l7 7relat+ to cov]age ( citiz5s ( ! ,unit$ ,/ates :o are employees ( =eign affiliates ( ,am]ican employ]s7 z w\ld be wages "u section #caba7;a7 if su* s]vices con/itut$ employm5t "u section #caba7;b71 & 7,,ii7 comp5sation :i* is subject to ! tax impos$ by section #cbja or #cbaa 7or w\ld be s subject b = p>agraph 7#b7 ( section #cbca7;e774 7,c7 ,nonresid5t ali5s ,a nonresid5t ali5 individual %all n be treat$ z an individual = purposes ( p>agraph 7#a71 except z provid$ by an agreem5t "u section #bcc ( ! ,social ,security ,act4 ,an individual :o is n a citiz5 ( ! ,unit$ ,/ates b :o is a resid5t ( ! ,commonweal? ( ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 or ,am]ican ,samoa %all n1 = purposes ( ?is *apt]1 be consid]$ to be a nonresid5t ali5 individual4 7,d7 ,*ur* employee ,9 ! case ( *ur* employee income1 ! special rules ( subsection 7j77#b7 %all apply = purposes ( p>agraph 7#a74 4 7,b7 ,con=m+ am5dm5ts 7i7 ,section #adjb7;j77#b77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ all t prec$es %all be appli$ & ins]t+3 7,a7 ,sep>ate application ( de m9imis rule ,subsection 7b77#a7 4 7ii7 ,section #adjb7;j77#b77;,b7 ( su* ,code is am5d$ by /rik+ p>agraph 7#b7 ( subsection 7b7 & ins]t+ subsection 7b77#a74 7#b7 ,am5dm5t to ! ,social ,security ,act 7,a7 ,9 g5]al ,section #baa7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #daa7;b77 is am5d$ to read z foll[s3 7b7 ,self-,employm5t income 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! t]m self-employm5t income means ! net e>n+s f self-employm5t d]iv$ by an individual1 except t su* t]m %all n include net e>n+s f self-employm5t if su* net e>n+s = ! taxable ye> are less ?an #djj4 7#b7 ,limitation ,! t]m self-employm5t income %all n exce$ ! sum (-- 7,a7 ! total comp5sation n 9 excess ( ! contribution & b5efit base 7z det]m9$ "u section #bcj7 :i* is effective = ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 r$uc$ by ! am\nt ( wages n 9 excess ( su* base paid to su* individual dur+ ! taxable ye>1 plus 7,b7 ! total comp5sation 9 excess ( ! great] (-- 7i7 #djj1jjj1 or 7ii7 ! am\nt ( wages paid to su* individual dur+ ! taxable ye>4 7#c7 ,def9ition & special rules 7,a7 ,total comp5sation ,= purposes ( p>agraph 7#b71 ! t]m total comp5sation means ! sum ( ! net e>n+s f self-employm5t & ! am\nt ( wages paid to su* individual dur+ ! taxable ye>4 7,b7 ,wages ,= purposes ( ?is subsection1 ! t]m wages %all be det]m9$ )\t reg>d to section #bji7;a77#a74 7,c7 ,nonresid5t ali5s ,a nonresid5t ali5 individual %all n be treat$ z an individual = purposes ( p>agraph 7#a71 except z provid$ by an agreem5t "u section #bcc4 ,an individual :o is n a citiz5 ( ! ,unit$ ,/ates b :o is a resid5t ( ! ,commonweal? ( ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 or ,am]ican ,samoa %all n1 = purposes ( ?is subsection1 be consid]$ to be a nonresid5t ali5 individual4 7,d7 ,*ur* employee ,9 ! case ( *ur* employee income1 ! special rules ( subsection 7i77#b7 %all apply = purposes ( p>agraph 7#a74 4 7,b7 ,con=m+ am5dm5t ,section #baa7;i77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #daa7;i77#b77 is am5d$ by /rik+ 7b77#b7 & ins]t+ 7b77#a7 ea* place x appe>s4 7c7 ,special rule = wages f multiple employ]s :i* total 9 excess ( #djj1jjj 7#a7 ,9 g5]al ,sub*apt] ,a ( *apt] #ba ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new section3 #cajc4 ,special rules = remun]ation f multiple employ]s 7a7 ,9 g5]al ,9 ! case ( an employee receiv+ wages f m ?an "o employ] dur+ a cal5d> ye>1 !re is h]eby impos$ a tax on su* employee 7= ! la/ taxable ye> beg9n+ 9 ! cal5d> ye> ! wages are receiv$7 equal to ! excess 7if any7 (-- 7#a7 ! tax t w\ld h be5 impos$ by section #caja7;a7 if su* wages _h be5 receiv$ f "o employ]1 ov] 7#b7 ! aggregate tax impos$ by su* section ) respect to su* wages4 7b7 ,coord9ation ) special refund provision ,no cr$it %all be det]m9$ "u section #ca7;b7 ) respect to any employee = any taxable ye> unless ! am\nt describ$ 9 subsection 7a77#a7 ) respect to wages receiv$ dur+ ! cal5d> ye> 9 :i* su* taxable ye> beg9s exce$s ! am\nt describ$ 9 subsection 7a77#b7 ) respect to su* wages1 & ! am\nt ( su* cr$it s det]m9$ %all n exce$ su* excess4 7c7 ,wages ,= purposes ( ?is section1 ! t]m wages %all h ! same mean+ z :5 us$ 9 section #adjb7;b74 7d7 ,application to ti] ,i railroad retirem5t tax ,9 ! case ( comp5sation 7z def9$ 9 section #cbca7;e771 = purposes ( apply+ subsections 7a7 & 7b71 ! ref]5ce to ! tax t w\ld h be5 impos$ by section #caja7;a7 %all be treat$ z includ+ a ref]5ce to s mu* ( ! tax t w\ld h be5 impos$ on su* comp5sation "u section #cbja7;a7 or #cbaa7;a7 7or w\ld h be5 s impos$ b = p>agraph 7#b7 ( section #cbca7;e77 z is det]m9$ by ref]5ce to ! rate ( tax 9 effect "u section #caja7;a74 4 7#b7 ,failure by individual to pay e/imat$ income tax ,subsection 7m7 ( section #ffed ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ to read z foll[s3 7m7 ,special rule = c]ta9 employm5t taxes ,= purposes ( ?is section1 ! tax impos$ by sections #caja7;b77#b7 7to ! ext5t n )held7 & ! tax impos$ by section #cajc %all be treat$ z taxes impos$ by *apt] #b4 4 7#c7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,a ( *apt] #ba ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #cajc4 ,special rules = remun]ation f multiple employ]s4 4 7d7 ,con=m+ *ange to national av]age wage index ,section #bji7k7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dji7k77 is am5d$-- 7#a7 9 p>agraph 7#a71 by ins]t+ & to p>agraph 7#d7 aft] p>agraph 7#b72 & 7#b7 by add+ at ! end ! foll[+3 7#d7 ,= ea* cal5d> ye> aft] #bjbd1 ! national av]age wage index z def9$ 9 ?is section = su* cal5d> ye> %all be deem$ to be ! national av]age wage index det]m9$ "u ! prec$+ p>agraphs ( ?is section increas$ by ! foll[+ p]c5tage3 7,a7 ,= cal5d> ye>s #bjbe ?r\gh #bjcj1 #j4e p]c5t4 7,b7 ,= cal5d> ye>s #bjca ?r\gh #bjcf1 #j4f p]c5t4 7,c7 ,= cal5d> ye>s #bjcg ?r\gh #bjdb1 #j4g p]c5t4 7,d7 ,= cal5d> ye>s #bjdc ?r\gh #bjdf1 #j4h p]c5t4 7,e7 ,= cal5d> ye>s aft] #bjdf1 #j4i p]c5t4 4 7e7 ,effective dates 7#a7 ,9 g5]al ,! am5dm5ts made by subsections 7a7 & 7c7 %all apply to remun]ation paid 9 cal5d> ye>s aft] #bjbd4 7#b7 ,self-employm5t income ,! am5dm5ts made by subsection 7b7 %all apply to net e>n+s f self-employm5t d]iv$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd4 #bjb4 ,includ+ e>n+s ov] #djj1jjj 9 ,social ,security b5efit =mula 7a7 ,inclusion ( e>n+s ov] #djj1jjj 9 det]m9ation ( prim>y insurance am\nts ,section #bae7;a77#a77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;a77#a77;,a77 is am5d$-- 7#a7 9 clause 7ii71 by /rik+ & at ! end2 7#b7 9 clause 7iii71 by ins]t+ & at ! end2 & 7#c7 by ins]t+ aft] clause 7iii7 ! foll[+3 7iv7 #a p]c5t ( ! individual's excess av]age index$ mon?ly e>n+s 7z def9$ 9 subsection 7b77#e77;,a774 4 7b7 ,def9ition ( excess av]age index$ mon?ly e>n+s ,section #bae7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dae7;b77 is am5d$-- 7#a7 by /rik+ wages & self-employm5t income ea* place su* t]ms appe> & ins]t+ basic wages & basic self-employm5t income1 respectively2 & 7#b7 by add+ at ! end ! foll[+3 7#e7 7,a7 ,an individual's excess av]age index$ mon?ly e>n+s %all be equal to ! am\nt ( ! individual's av]age index$ mon?ly e>n+s t w\ld be det]m9$ "u ?is subsection by sub/itut+ excess wages = basic wages & excess self-employm5t income = basic self-employm5t income ea* place su* t]ms appe> 9 ?is subsection 7except 9 ?is p>agraph74 7,b7 ,= purposes ( ?is subsection-- 7i7 ! t]m basic wages means t portion ( ! wages ( an individual paid 9 a ye> t does n exce$ ! contribution & b5efit base = ! ye>2 7ii7 ! t]m basic self-employm5t income means t portion ( ! self-employm5t income ( an individual cr$it$ to a ye> t does n exce$ an am\nt equal to ! contribution & b5efit base = ! ye> m9us ! am\nt ( ! wages paid to ! individual 9 ! ye>2 7iii7 ! t]m excess wages means t portion ( ! wages ( an individual paid 9 a ye> aft] #bjbd t are n basic wages2 & 7iv7 ! t]m excess self-employm5t income means t portion ( ! self-employm5t income ( an individual cr$it$ to a ye> aft] #bjbd t is n basic self-employm5t income4 4 7c7 ,con=m+ am5dm5ts ,title ,,ii ( ! ,social ,security ,act is am5d$-- 7#a7 9 section #bjc7;a77#f77;,a7 7#db ,u4,s4,c4 #djc7;a77#f77;,a771 by /rik+ #he p]c5t ( su* individual's av]age index$ mon?ly e>n+s & ins]t+ ! sum ( #he p]c5t ( su* individual's av]age index$ mon?ly e>n+s & #a p]c5t ( su* individual's excess av]age index$ mon?ly e>n+s 7z def9$ 9 section #bae7;b77#e77;,a772 7#b7 9 section #bab 7#db ,u4,s4,c4 #dab71 by ins]t+ excess av]age index$ mon?ly e>n+s1 aft] av]age index$ mon?ly e>n+s1 ea* place x appe>s2 7#c7 9 section #bae7;e77#a7 7#db ,u4,s4,c4 #dae7;e77#a771 by ins]t+ & be=e #bjbe aft] aft] #aigd4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to remun]ation paid 9 cal5d> ye>s aft] #bjbd & to net e>n+s f self-employm5t d]iv$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd4 #bjc4 ,application ( ,social ,security tax to net inve/m5t income 7a7 ,9 g5]al ,section #adaa7;a77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ #c4h p]c5t & all t foll[s & ins]t+ ! sum (-- 7,a7 #c4h p]c5t ( ! less] (-- 7i7 net inve/m5t income = su* taxable ye>1 or 7ii7 ! excess 7if any7 (-- 7,i7 ! modifi$ adju/$ gross income = su* taxable ye>1 ov] 7,,ii7 ! m$ic>e contribution ?re%old am\nt1 plus 7,b7 #ab4d p]c5t ( ! less] (-- 7i7 net inve/m5t income = su* taxable ye>1 or 7ii7 ! excess 7if any7 (-- 7,i7 ! modifi$ adju/$ gross income = su* taxable ye>1 ov] 7,,ii7 ! social security contribution ?re%old am\nt4 4 7b7 ,application to e/ates & tru/s ,section #adaa7;a77#b7 ( su* ,code is am5d$ by /rik+ #c4h p]c5t & all t foll[s & ins]t+ ! sum (-- 7,a7 #c4h p]c5t ( ! less] (-- 7i7 ! undi/ribut$ net inve/m5t income = su* taxable ye>1 or 7ii7 ! excess 7if any7 (-- 7,i7 ! adju/$ gross income 7z def9$ 9 section #fg7;e77 = su* taxable ye>1 ov] 7,,ii7 ! doll> am\nt at :i* ! highe/ tax bracket 9 section #a7;e7 beg9s = su* taxable ye>1 plus 7,b7 #ab4d p]c5t ( ! less] (-- 7i7 ! am\nt describ$ 9 subp>agraph 7,a77i71 or 7ii7 ! excess describ$ 9 subp>agraph 7,a77ii74 4 7c7 ,?re%old am\nts ,section #adaa7;b7 ( su* ,code is am5d$ to read z foll[s3 7b7 ,?re%old am\nts ,= purposes ( ?is section-- 7#a7 ,m$ic>e contribution ?re%old am\nt ,! t]m m$ic>e contribution ?re%old am\nt means-- 7,a7 9 ! case ( a taxpay] mak+ a jo9t return "u section #fjac or a surviv+ sp\se 7z def9$ 9 section #b7;a771 #bej1jjj1 7,b7 9 ! case ( a m>ri$ taxpay] 7z def9$ 9 section #ggjc7 fil+ a sep>ate return1 ( ! doll> am\nt det]m9$ "u subp>agraph 7,a71 & 7,c7 9 any o!r case1 #bjj1jjj4 7#b7 ,social security contribution ?re%old am\nt ,! t]m social security contribution ?re%old am\nt means #djj1jjj4 4 7d7 ,cl]ical am5dm5t ,! head+ ( *apt] #b;,a ( su* ,code 7& ! item relat+ to su* *apt] 9 ! table ( *apt]s = subtitle ,a ( *apt] #a ( su* ,code7 are ea* am5d$ by /rik+ m$ic>e contribution & ins]t+ contributions4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd4 #bjd4 ,e/abli%+ ! ,social ,security ,tru/ ,fund 7a7 ,9 g5]al ,section #bja7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dja7;a77 is am5d$ to read z foll[s3 7a7 ,!re is h]eby creat$ on ! books ( ! ,treasury ( ! ,unit$ ,/ates a tru/ fund to be kn[n z ! ,social ,security ,tru/ ,fund4 ,! ,social ,security ,tru/ ,fund %all consi/ ( ! securities held by ! ,secret>y ( ! ,treasury = ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ! am\nt /&+ to ! cr$it ( ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund on ! books ( ! ,treasury on ,janu>y #a ( ! fir/ cal5d> ye> beg9n+ aft] ! date ( ! enactm5t ( section #bjc ( ,social ,security #bajj ,act1 :i* securities & am\nt ! ,secret>y ( ! ,treasury is au?oriz$ & direct$ to transf] to ! ,social ,security ,tru/ ,fund1 &1 9 addition1 su* gifts & beque/s z may be made z provid$ 9 subsection 7i77#a71 & su* am\nts z may be appropriat$ to1 or deposit$ 91 ! ,social ,security ,tru/ ,fund z h]e9aft] provid$4 ,!re is h]eby appropriat$ to ! ,social ,security ,tru/ ,fund = ! fir/ fiscal ye> t beg9s aft] date ( ! enactm5t ( section #bjc ( ,social ,security #bajj ,act1 & = ea* fiscal ye> !reaft]1 out ( any moneys 9 ! ,treasury n o!rwise appropriat$1 am\nts equival5t to #ajj p]c5t (-- 7#a7 ! taxes impos$ by *apt] #ba 7o!r ?an sections #caja7;b7 & #caaa7;b77 ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to wages 7z def9$ 9 section #caba ( su* ,code7 report$ to ! ,secret>y ( ! ,treasury pursuant to subtitle ,f ( ! ,int]nal ,rev5ue ,code ( #aihf1 z det]m9$ by ! ,secret>y ( ! ,treasury by apply+ ! applicable rates ( tax "u su* *apt] 7o!r ?an sections #caja7;b7 & #caaa7;b77 to su* wages1 :i* wages %all be c]tifi$ by ! ,commission] ( ,social ,security on ! basis ( ! records ( wages e/abli%$ & ma9ta9$ by su* ,commission] 9 accordance ) su* reports2 7#b7 ! taxes impos$ by *apt] #b 7o!r ?an section #adja7;b77 ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to self-employm5t income 7z def9$ 9 section #adjb ( su* ,code7 report$ to ! ,secret>y ( ! ,treasury on tax returns "u subtitle ,f ( su* ,code1 z det]m9$ by ! ,secret>y ( ! ,treasury by apply+ ! applicable rate ( tax "u su* *apt] 7o!r ?an section #adja7;b77 to su* self-employm5t income1 :i* self-employm5t income %all be c]tifi$ by ! ,commission] ( ,social ,security on ! basis ( ! records ( self-employm5t income e/abli%$ & ma9ta9$ by ! ,commission] ( ,social ,security 9 accordance ) su* returns2 & 7#c7 ! taxes impos$ by p>agraph 7#a77;,b7 & 7#b77;,b7 ( section #adaa7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 ,! am\nts appropriat$ by p>agraphs 7#a71 7#b71 & 7#c7 %all be transf]r$ f "t to "t f ! g5]al fund 9 ! ,treasury to ! ,social ,security ,tru/ ,fund1 su* am\nts to be det]m9$ on ! basis ( e/imates by ! ,secret>y ( ! ,treasury ( ! taxes1 specifi$ 9 p>agraphs 7#a71 7#b71 & 7#c71 paid to or deposit$ into ! ,treasury2 & prop] adju/m5ts %all be made 9 am\nts subsequ5tly transf]r$ to ! ext5t prior e/imates 7 9 excess ( or 7 less ?an ! taxes specifi$ 9 su* p>agraphs 7#a71 7#b71 & 7#c74 ,all am\nts transf]r$ to ! ,social ,security ,tru/ ,fund "u ! prec$+ s5t5ce %all be inve/$ by ! ,manag+ ,tru/ee 9 ! same mann] & to ! same ext5t z ! o!r assets ( ! ,tru/ ,fund4 ,not)/&+ ! prec$+ s5t5ce1 9 any case 9 :i* ! ,secret>y ( ! ,treasury det]m9es t ! assets ( ! ,tru/ ,fund w\ld o!rwise be inadequate to meet ! ,tru/ ,fund's obligations = any mon?1 ! ,secret>y ( ! ,treasury %all transf] to ! ,tru/ ,fund on ! fir/ day ( su* mon? ! total am\nt :i* w\ld h be5 transf]r$ to ! ,tru/ ,fund "u ?is section z 9 effect on ,octob] #a1 #aiij2 & ! ,tru/ ,fund %all pay int]e/ to ! g5]al fund on ! am\nt s transf]r$ on ! fir/ day ( any mon? at a rate 7calculat$ on a daily basis1 & appli$ aga9/ ! diff]5ce betwe5 ! am\nt s transf]r$ on su* fir/ day & ! am\nt :i* w\ld h be5 transf]r$ to ! ,tru/ ,fund up to t day "u ! proc$ures 9 effect on ,janu>y #a1 #aihc7 equal to ! rate e>n$ by ! inve/m5ts ( ! ,tru/ ,fund 9 ! same mon? "u subsection 7d74 4 7b7 ,requir$ actu>ial analysis ,section #bja7;c7 ( ! ,social ,security ,act is am5d$ by /rik+ ! f\r? s5t5ce 9 ! matt] foll[+ p>agraph 7#e7 & ins]t+ ! foll[+3 ,su* report %all also include actu>ial analysis ( ! b5efit co/ ) respect to disabl$ b5efici>ies & _! auxili>ies1 to retir$ b5efici>ies & _! auxili>ies1 & to survivor b5efici>ies44 7c7 ,bo>d ( ,tru/ees 7#a7 ,bo>d ( ,tru/ees ( ,social ,security ,tru/ ,fund ,section #bja7;c7 ( ! ,social ,security ,act1 z am5d$ by subsection 7b7 ( ?is section1 is fur!r am5d$ 9 ! matt] prec$+ p>agraph 7#a7 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund 7h]e9aft] 9 ?is title call$ ! ,tru/ ,funds7 & ins]t+ ! ,social ,security ,tru/ ,fund 79 ?is title ref]r$ to z ! ,tru/ ,fund74 7#b7 ,cont9uity ( ,bo>d ( ,tru/ees ,! ,bo>d ( ,tru/ees ( ! ,social ,security ,tru/ ,fund creat$ by ! am5dm5t made by subsection 7a7 %all be a cont9u\s body ) ! ,bo>d ( ,tru/ees ( ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund 9 op]ation prior to ! effective date ( su* am5dm5t4 ,individuals s]v+ z memb]s ( ! ,bo>d ( ,tru/ees ( ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund z ( ! effective date ( su* am5dm5t %all s]ve ! rema9d] ( _! t]m z memb]s ( ! ,bo>d ( ,tru/ees ( ! ,social ,security ,tru/ ,fund4 7d7 ,con=m+ am5dm5ts relat$ to ,social ,security ,tru/ ,fund 7#a7 ,am5dm5t to section head+ ,! section head+ = section #bja ( ! ,social ,security ,act is am5d$ to read z foll[s3 ,social ,security ,tru/ ,fund4 7#b7 ,bo>d ( ,tru/ees ,section #bja7;c7 ( su* ,act1 z am5d$ by subsections 7b7 & 7c77#a71 is fur!r am5d$-- 7,a7 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ ,bo>d ( ,tru/ees ( ! ,tru/ ,funds & ins]t+ ,bo>d ( ,tru/ees ( ! ,tru/ ,fund2 7,b7 9 p>agraph 7#a71 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund2 7,c7 9 p>agraph 7#b7-- 7i7 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund2 & 7ii7 by /rik+ _! & ins]t+ its2 7,d7 9 p>agraph 7#c71 by /rik+ ei!r ( ! ,tru/ ,funds & ins]t+ ! ,tru/ ,fund2 7,e7 9 p>agraph 7#e7-- 7i7 by /rik+ manag+ ! ,tru/ ,funds & ins]t+ manag+ ! ,tru/ ,fund2 & 7ii7 by /rik+ ,tru/ ,funds are & ins]t+ ,tru/ ,fund is2 7,f7 9 ! matt] foll[+ p>agraph 7#e71 by /rik+ ,tru/ ,funds ea* place x appe>s & ins]t+ ,tru/ ,fund2 & 7,g7 9 ! second s5t5ce 9 ! matt] foll[+ p>agraph 7#e71 by /rik+ :e!r ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund1 individually & collectively1 are & ins]t+ :e!r ! ,social ,security ,tru/ ,fund is4 7#c7 ,inve/m5ts ,section #bja ( su* ,act is am5d$ 9 subsections 7d7 & 7e7 by /rik+ ,tru/ ,funds ea* place x appe>s & ins]t+ ,tru/ ,fund4 7#d7 ,cr$it+ ( int]e/ & proce$s to ,tru/ ,funds ,section #bja7;f7 ( su* ,act is am5d$-- 7,a7 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund %all be cr$it$ to & =m a "p ( ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,disability ,insurance ,tru/ ,fund1 respectively & ins]t+ ! ,social ,security ,tru/ ,fund %all be cr$it$ to & =m a "p ( ! ,social ,security ,tru/ ,fund2 7,b7 by /rik+ ei!r ( ! ,tru/ ,funds & ins]t+ ! ,tru/ ,fund2 & 7,c7 by /rik+ su* ,tru/ ,fund & ins]t+ ! ,tru/ ,fund4 7#e7 ,adm9i/rative co/s ,section #bja7;g7 ( su* ,act is am5d$-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,a71 by /rik+ ,( ! am\nts au?oriz$ to be made available out ( ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund "u ! prec$+ s5t5ce & all t foll[s ?r\gh 7,public ,law #ajc-bif742 & 7ii7 9 subp>agraph 7,b77i7-- 7,i7 by /rik+ subclauses 7,,ii7 & 7,,iii7 & ins]t+ ! foll[+3 7,,ii7 ! portion ( su* co/s :i* %\ld h be5 borne by ! ,social ,security ,tru/ ,fund1 2 & 7,,ii7 by r$esignat+ subclauses 7,,iv7 & 7,v7 z subclauses 7,,iii7 & 7,,iv72 7,b7 9 p>agraph 7#b7-- 7i7 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund2 & 7ii7 by /rik+ ! la/ s5t5ce2 & 7,c7 9 p>agraph 7#d71 by /rik+ ,tru/ ,funds ea* place x appe>s & ins]t+ ,tru/ ,fund4 7#f7 ,b5efit paym5ts ,section #bja7;h7 ( su* ,act is am5d$ to read z foll[s3 7h7 ,all b5efit paym5ts requir$ to be made "u ?is title %all be made only f ! ,social ,security ,tru/ ,fund4 4 7#g7 ,gifts ,section #bja7;i7 ( su* ,act is am5d$-- 7,a7 9 p>agraph 7#a71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 & 7,b7 9 p>agraph 7#b77;,b71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund4 7#h7 ,travel exp5ses ,section #bja7;j7 ( su* ,act is am5d$ by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 or ! ,f$]al ,disability ,insurance ,tru/ ,fund 7z det]m9$ appropriate by ! ,commission] ( ,social ,security7 & ins]t+ ! ,social ,security ,tru/ ,fund4 7#i7 ,demon/ration projects ,section #bja7k7 ( su* ,act is am5d$ by /rik+ ! ,f$]al ,disability ,insurance ,tru/ ,fund & ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 z det]m9$ appropriate by ! ,commission] ( ,social ,security & ins]t+ ! ,social ,security ,tru/ ,fund4 7#aj7 ,b5efit *ecks ,section #bja7m7 ( su* ,act is am5d$-- 7,a7 9 p>agraph 7#b71 by /rik+ ea* ( ! ,tru/ ,funds & ins]t+ ! ,social ,security ,tru/ ,fund2 7,b7 9 p>agraph 7#c71 by /rik+ "o ( ! ,tru/ ,funds & ins]t+ ! ,tru/ ,fund2 & 7,c7 by /rik+ su* ,tru/ ,fund ea* place x appe>s & ins]t+ ! ,tru/ ,fund4 7#aa7 ,con=m+ repeals 7,a7 ,9 g5]al ,section #bja ( su* ,act is am5d$ by /rik+ subsections 7b71 7l71 & 7n74 7,b7 ,r$esignations ,section #bja ( su* ,act is fur!r am5d$-- 7i7 by r$esignat+ subsections 7c7 ?r\gh 7j7 z subsections 7b7 ?r\gh 7i71 respectively2 7ii7 by r$esignat+ subsection 7k7 z subsection 7j72 & 7iii7 by r$esignat+ subsection 7m7 z subsection 7k74 7,c7 ,ref]5ces to r$esignat$ sections 7i7 ,section #bja7;a7 ( su* ,act1 z am5d$ by subsection 7a7 ( ?is section1 is fur!r am5d$-- 7,i7 by /rik+ subsection 7i77#a7 & ins]t+ subsection 7h77#a72 & 7,,ii7 by /rik+ subsection 7d7 & ins]t+ subsection 7c74 7ii7 ,section #aaca7;b77#a7 ( su* ,act is am5d$ by /rik+ section #bja7;g77#a7 & ins]t+ section #bja7;f77#a74 7e7 ,o!r con=m+ am5dm5ts to ,social ,security ,act 7#a7 ,title ,,ii ,title ,,ii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dja et seq47 is am5d$-- 7,a7 9 section #bjb7x77#c77;,b77iii71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund1 z appropriate1 & ins]t+ ! ,social ,security ,tru/ ,fund2 7,b7 9 section #bjf7;d77#e71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund1 z appropriate & ins]t+ ! ,social ,security ,tru/ ,fund2 7,c7 9 section #bjf7;e77#c77;,b71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 7,d7 9 section #bjh7;b77#e77;,a71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund1 z appropriate & ins]t+ ! ,social ,security ,tru/ ,fund2 7,e7 9 section #bae7;i77#a77;,f7-- 7i7 9 clause 7i7-- 7,i7 by /rik+ ! comb9$ balance 9 ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! balance 9 ! ,social ,security ,tru/ ,fund2 & 7,,ii7 by /rik+ & r$uc$ by ! out/&+ am\nt ( any loan 7includ+ int]e/ !reon7 !ret(ore made to ei!r su* ,fund f ! ,f$]al ,hospital ,insurance ,tru/ ,fund "u section #bja7l72 & 7ii7 9 clause 7ii7-- 7,i7 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 & 7,,ii7 by /rik+ 7o!r ?an paym5ts & all t foll[s ?r\gh & r$uc+ & ins]t+ 1 b r$uc+2 7,f7 9 section #bba7;e7-- 7i7 by /rik+ ,tru/ ,funds ea* place x appe>s & ins]t+ ,tru/ ,fund2 & 7ii7 by /rik+ ! la/ s5t5ce2 7,g7 9 section #bba7;f71 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund2 7,h7 9 section #bbb7;d7-- 7i7 9 ! section head+1 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund2 7ii7 9 p>agraph 7#a71 by /rik+ to ! end t sav+s w accrue to ! ,tru/ ,funds z a result ( rehabilitat+ su* individuals1 !re are au?oriz$ to be transf]r$ f ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ to ! end t sav+s w accrue to ! ,tru/ ,fund z a result ( rehabilitat+ su* individuals1 !re are au?oriz$ to be transf]r$ f ! ,social ,security ,tru/ ,fund2 & 7iii7 by am5d+ p>agraph 7#d7 to read z foll[s3 7#d7 ,! ,commission] ( ,social ,security %all det]m9e accord+ to su* me?ods & proc$ures z ! ,commission] may deem appropriate ! total am\nt to be reimburs$ = ! co/ ( s]vices "u ?is subsection4 2 7,i7 9 section #bbh7;g7-- 7i7 9 ! section head+1 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7ii7 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 7,j7 9 section #bca7;c71 by /rik+ ,tru/ ,funds ea* place x appe>s & ins]t+ ,tru/ ,fund2 & 7,k7 9 section #bcd7;a77#a71 by /rik+ ,tru/ ,funds & ins]t+ ,tru/ ,fund4 7#b7 ,title ,,vii ,title ,,vii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #ija et seq47 is am5d$-- 7,a7 9 section #gjc7;j71 by /rik+ ,f$]al ,disability ,insurance ,tru/ ,fund1 ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 & ins]t+ ,social ,security ,tru/ ,fund2 7,b7 9 section #gjh7;c71 by /rik+ ! ,,oasdi tru/ fund ratio "u section #bja7l71 aft] comput+2 7,c7 9 section #gji-- 7i7 9 subsection 7a71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7ii7 9 subsection 7b7-- 7,i7 9 p>agraph 7#a71 by /rik+ section #bja7l7 or2 & 7,,ii7 9 p>agraph 7#b71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7,d7 9 section #gaj-- 7i7 9 subsection 7a71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7ii7 9 subsection 7b7-- 7,i7 by /rik+ any ,tru/ ,fund specifi$ 9 subsection 7a7 & ins]t+ ! ,social ,security ,tru/ ,fund2 & 7,,ii7 by /rik+ paym5ts f any su* ,tru/ ,fund & ins]t+ paym5ts f ! ,social ,security ,tru/ ,fund4 7#c7 ,title ,,xi ,title ,,xi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acja et seq47 is am5d$-- 7,a7 9 section #aajf7;b71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 7,b7 9 section #aabi7;e77#b77;,a71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund or ! ,f$]al ,disability ,insurance ,tru/ ,fund1 z det]m9$ appropriate by ! ,secret>y & ins]t+ ! ,social ,security ,tru/ ,fund2 7,c7 9 sections #aaca7;b77#b7 & #aadj7;c77#b71 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 7,d7 9 section #aade7;c7-- 7i7 by /rik+ p>agraphs 7#a7 & 7#b7 & ins]t+ ! foll[+3 7#a7 ! ,social ,security ,tru/ ,fund2 2 & 7ii7 by r$esignat+ p>agraphs 7#c7 & 7#d7 z p>agraphs 7#b7 & 7#c71 respectively2 & 7,e7 9 section #aadh7;j77#a77;,a7-- 7i7 9 ! fir/ s5t5ce1 by /rik+ ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ! ,social ,security ,tru/ ,fund2 & 7ii7 by /rik+ ! second s5t5ce4 7#d7 ,title ,,xviii ,title ,,xviii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie7 is am5d$-- 7,a7 9 section #ahag7;g71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & f ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 7,b7 9 section #ahdj7;a77#b71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund or ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7,c7 9 section #ahda7;f71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & f ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund4 7f7 ,con=m+ am5dm5ts outside ( ,social ,security ,act 7#a7 ,budget 7,a7 ,(f-budget exemption ,section #dje7;a7 ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #fee7;a77 is am5d$ by /rik+ ,f$]al ,old-,age & ,survivors ,insurance & ,f$]al ,disability ,insurance ,tru/ ,funds & ins]t+ ,social ,security ,tru/ ,fund4 7,b7 ,seque/ration exemption ,section #bee7;g77#a77;,a7 ( ! ,balanc$ ,budget & ,em]g5cy ,deficit ,control ,act ( #aihe 7#b ,u4,s4,c4 #ije7;g77#a77;,a77 is am5d$ by /rik+ ,paym5ts to ,social ,security ,tru/ ,funds & ins]t+ ,paym5ts to ! ,social ,security ,tru/ ,fund4 7#b7 ,tax 7,a7 ,taxable wages ,section #caba7l77#d7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund4 7,b7 ,ov]paym5ts 7i7 ,section #fdjb7;d77#c77;,c7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund or ! ,f$]al ,disability ,insurance ,tru/ ,fund1 :i*ev] is c]tifi$ to ! ,secret>y z appropriate by ! ,commission] ( ,social ,security & ins]t+ ,social ,security ,tru/ ,fund4 7ii7 ,subsection 7f77#b77;,b7 ( section #cgbj;,a ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund or ! ,f$]al ,disability ,insurance ,tru/ ,fund1 :i*ev] is c]tifi$ to ! ,secret>y ( ! ,treasury z appropriate by ! ,commission] ( ,social ,security & ins]t+ ,social ,security ,tru/ ,fund4 7#c7 ,false claims p5alties ,subsection 7g77#b7 ( section #chjf ( title #ca1 ,unit$ ,/ates ,code1 is am5d$-- 7,a7 9 subp>agraph 7,b7-- 7i7 by /rik+ ,secret>y ( ,heal? & ,human ,s]vices & ins]t+ ,commission] ( ,social ,security2 & 7ii7 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 & 7,b7 9 subp>agraph 7,c7-- 7i7 by /rik+ ,secret>y ( ,heal? & ,human ,s]vices & ins]t+ ,commission] ( ,social ,security2 & 7ii7 by /rik+ ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund4 7#d7 ,railroad ,retirem5t ,bo>d ,section #g ( ! ,railroad ,retirem5t ,act ( #aigd 7#de ,u4,s4,c4 #bca;f7 is am5d$-- 7,a7 9 subsection 7b77#b71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund & ! ,f$]al ,disability ,insurance ,tru/ ,fund & ins]t+ ,social ,security ,tru/ ,fund2 7,b7 9 subsection 7c77#b7-- 7i7 by /rik+ ,secret>y ( ,heal?1 ,education1 & ,welf>e ea* "t x appe>s & ins]t+ ,commission] ( ,social ,security2 & 7ii7 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 ! ,f$]al ,disability ,insurance ,tru/ ,fund1 ea* "t x appe>s & ins]t+ ,social ,security ,tru/ ,fund2 & 7,c7 9 subsection 7c77#d71 by /rik+ ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund1 ! ,f$]al ,disability ,insurance ,tru/ ,fund1 & ins]t+ ,social ,security ,tru/ ,fund4 7g7 ,rule ( con/ruction ,effective beg9n+ on ,janu>y #a1 #bjbe1 any ref]5ce 9 law 7o!r ?an section #bja7;a7 ( ! ,social ,security ,act7 to ! ,f$]al ,old-,age & ,survivors ,insurance ,tru/ ,fund or ! ,f$]al ,disability ,insurance ,tru/ ,fund is deem$ to be a ref]5ce to ! ,social ,security ,tru/ ,fund4 7h7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbe4 ,,iii ,/r5g!n+ ,s]vice ,deliv]y #cja4 ,cl>ify+ ! requirem5t to mail ,social ,security acc\nt /atem5ts 7a7 ,9 g5]al ,section #aadc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acbj;b-#ac7 is am5d$-- 7#a7 9 subsection 7a77#a71 by add+ at ! end ! foll[+3 ,su* /atem5t %all be provid$ by mail unless ! reque/+ individual *ooses electronic deliv]y = t reque/42 & 7#b7 9 subsection 7c77#b7-- 7,a7 by /rik+ ,beg9n+ n lat] ?an & ins]t+ 7,a7 ,beg9n+ n lat] ?an2 7,b7 by ins]t+ by mail aft] provide2 & 7,c7 by add+ at ! end ! foll[+3 7,b7 ,9 any case 9 :i* an eligible individual describ$ 9 subp>agraph 7,a7 responds to an annual inquiry by ! ,commission] relat+ to ! mail+ ( ! individual's /atem5t by mak+ an election t su* /atem5t = su* ye> be provid$ 9 electronic =m only1 ! requirem5ts ( ?is p>agraph %all be deem$ to be satisfi$ = su* ye> ) respect to ! individual4 4 7b7 ,effective date ,! am5dm5ts made by subsection 7a7 %all apply ) respect to ,social ,security acc\nt /atem5ts requir$ to be provid$ on or aft] ,janu>y #a1 #bjbe4 #cjb4 ,prev5t+ closure ( field & he>+ (fices & resid5t or rural contact /ations 7a7 ,moratorium on closure or consolidation ( field or he>+ (fices or new limitations on access to su* (fices 7#a7 ,9 g5]al ,except z provid$ 9 p>agraphs 7#b7 & 7#c71 ! ,commission] ( ,social ,security %all take no action on or aft] ! date ( enactm5t ( ?is ,act to close or consolidate field or he>+ (fices ( ! ,social ,security ,adm9i/ration or to o!rwise impose any new limitation on access to su* (fices4 7#b7 ,exception = em]g5cy closures ,p>agraph 7#a7 %all n apply ) respect to any tempor>y action by ! ,commission] to close or o!rwise limit access to field or he>+ (fices 9 response to an em]g5cy4 7#c7 ,cessation ( moratorium ^u report to ,congress ,p>agraph 7#a7 %all cease to be effective #ahj days aft] ! ,commission] submits to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate a detail$ report outl9+ & ju/ify+ ! process = select+ field or he>+ (fices to be clos$ or consolidat$ or o!rwise to h limit$ access4 ,su* report %all include-- 7,a7 an analysis ( ! crit]ia us$ = select+ field or he>+ (fices = closure1 consolidation1 or limit$ access2 7,b7 a description ( h[ ! ,commission] has analyz$ & consid]$ relevant factors1 includ+ b n limit$ to transportation & communication burd5s fac$ by individuals s]vic$ by ! (fices1 includ+ eld]ly & disabl$ citiz5s2 & 7,c7 a description ( any me?od ( co/-b5efit analysis appli$ by ! ,commission] 9 connection ) closures & consolidations ( field or he>+ (fices1 & o!r limitations on access to field or he>+ (fices1 includ+ any analysis t takes into acc\nt-- 7i7 ! anticipat$ sav+s result+ f ! closure1 consolidation1 or limitation on access2 7ii7 ! anticipat$ co/s associat$ ) replac+ s]vices lo/ by ! closure1 consolidation1 or limitation on access2 7iii7 ! anticipat$ effects on employees ( ! (fices affect$2 7iv7 h[ ! loss ( access result+ f ! closure1 consolidation1 or limitation on access w be replac$ by ! e/abli%m5t ( a new field or he>+ (fice1 increas$ access at a diff]5t (fice1 or "s o!r means1 & ! factors consid]$ by ! ,commission] 9 det]m9+ h[ to replace su* lo/ access2 & 7v7 su* o!r relevant factors z may be det]m9$ by ! ,commission]1 includ+ b n limit$ to transportation & communication burd5s fac$ by individuals s]vic$ by ! (fices1 includ+ eld]ly & disabl$ citiz5s4 7b7 ,requirem5ts = future closures1 consolidations1 & new limitations on access 7#a7 ,9 g5]al ,section #gjd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #ijd7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7f7 ,field & ,he>+ ,(fices 7#a7 ,subject to p>agraph 7#f71 ! ,commission] may n close a field or he>+ (fice ( ! ,adm9i/ration1 consolidate two or m su* (fices1 or o!rwise impose any new limitation on public access to any su* (fice1 unless ! ,commission] complies ) ! requirem5ts ( p>agraphs 7#b71 7#c71 7#d71 & 7#e7 9 connection ) ! closure1 consolidation1 or limitation on public access4 7#b7 7,a7 ,! requirem5ts ( ?is p>agraph are met 9 connection ) a closure1 consolidation1 or new limitation on access ref]r$ to 9 p>agraph 7#a7 only if-- 7i7 n lat] ?an #abj days be=e ! date ( ! closure1 consolidation1 or limitation on access1 ! ,commission] provides effective public notice ( ! propos$ closure1 consolidation1 or limitation on access 7includ+1 to ! ext5t practicable1 notice by direct mail+ & ?r\gh community outlets su* z newspap]s & po/+ 9 heavily frequ5t$ public spaces7 to individuals resid+ 9 ! area s]vic$ by ! affect$ (fice or (fices2 7ii7 ! public notice issu$ pursuant to clause 7i7 includes in=mation on-- 7,i7 h[ ! ,commission] w1 n lat] ?an #cj days aft] ! date ( ! closure1 consolidation1 or limitation on access1 replace ! loss 9 access result+ f ! closure1 consolidation1 or limitation on access by e/abli%+ a new (fice1 increas+ public access to a diff]5t (fice1 or "s o!r means2 & 7,,ii7 h[ to contact ! ,adm9i/ration if an individual exp]i5ces s]vice delays or problems z a result ( ! closure1 consolidation1 or limitation on access2 & 7iii7 n e>li] ?an #cj days aft] ! issuance ( public notice pursuant to clause 7i7 & n lat] ?an #de days be=e ! date ( ! propos$ closure1 consolidation1 or limitation on access1 ! ,commission] conducts at lea/ #b public he>+s 7s*$ul$ s t ! fir/ & la/ su* he>+s are sep>at$ by at lea/ #aj days71 at :i* ! ,commission] pres5ts ! ju/ifications = ! closure1 consolidation1 or limitation on access describ$ 9 subp>agraph 7,b7 & provides = att5dees an opportunity to pres5t _! views reg>d+ ! propos$ closure1 consolidation1 or limitation on access4 7,b7 ,! ju/ifications ref]r$ to 9 subp>agraph 7,a77iii7 %all consi/ ( ! foll[+3 7i7 an analysis ( ! crit]ia us$ = select+ ! field or he>+ (fice or (fices = closure1 consolidation1 or limit$ access2 7ii7 a description ( h[ ! ,commission] has analyz$ & consid]$ relevant factors1 includ+ b n limit$ to transportation & communication burd5s fac$ by individuals s]vic$ by ! (fices1 includ+ eld]ly & disabl$ citiz5s2 & 7iii7 a description ( a me?od ( co/-b5efit analysis :i* %all be appli$ by ! ,commission] 9 connection ) ! closure1 consolidation1 or limitation on access1 & :i* %all take into acc\nt-- 7,i7 ! anticipat$ sav+s result+ f ! closure1 consolidation1 or limitation on access2 7,,ii7 ! anticipat$ co/s associat$ ) replac+ s]vices lo/ by ! closure1 consolidation1 or limitation on access2 7,,iii7 ! anticipat$ effects on employees ( ! (fices affect$2 & 7,,iv7 su* o!r relevant factors z may be det]m9$ by ! ,commission]1 includ+ b n limit$ to transportation & communication burd5s fac$ by individuals s]vic$ by ! (fices1 includ+ eld]ly & disabl$ citiz5s4 7,c7 ,! notice provid$ pursuant to subp>agraph 7,a77i7 %all include notice ( ! "t & place ( ! public he>+s to be conduct$ pursuant to clause 7,a77iii7 & ( ! "r ( aggriev$ individuals to appeal to ! ,commission] reg>d+ ! propos$ closure1 consolidation1 or limitation on access pursuant to p>agraph 7#d74 7#c7 ,! requirem5ts ( ?is p>agraph are met 9 connection ) a closure1 consolidation1 or limitation on access ref]r$ to 9 p>agraph 7#a7 only if1 n lat] ?an #cj days be=e ! date ( ! propos$ closure1 consolidation1 or limitation on access1 ! ,commission] submits to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives1 ! ,committee on ,f9ance ( ! ,s5ate1 & ea* ,memb] ( ! ,congress repres5t+ a ,/ate or congressional di/rict 9 :i* ! affect$ (fice or (fices are locat$ a detail$ f9al report 9 support ( ! closure1 consolidation1 or limitation on access4 ,su* report %all include-- 7,a7 ! ju/ifications describ$ 9 p>agraph 7#b77;,b71 7includ+ any am5dm5ts made to su* ju/ifications aft] ! public he>+s conduct$ pursuant to p>agraph 7#b77;,a772 7,b7 any f9d+s made by ! ,commission] pursuant to ! public he>+s2 7,c7 ! /atus ( any appeals reg>d+ ! closure1 consolidation1 or new limitation on access :i* 7 comm5c$ pursuant to p>agraph 7#d7 be=e ! date ( ! report2 7,d7 ! f9al decision ( ! ,commission] reg>d+ ! closure1 consolidation1 or new limitation on access2 & 7,e7 su* o!r in=mation z ! ,commission] consid]s relevant4 7#d7 7,a7 ,^u timely reque/ by any individual :o makes a %[+ 9 writ+ describ$ 9 subp>agraph 7,b7 9 connection ) a propos$ closure1 consolidation1 or limitation on access ref]r$ to 9 subp>agraph 7,a71 ! ,commission] %all give su* individual an opportunity = a he>+ ) respect to ! closure1 consolidation1 or limitation on access4 ,! reque/ = ! he>+ %all be consid]$ timely only if x is made n lat] ?an #cj days be=e ! propos$ date ( ! closure1 consolidation1 or limitation on access4 ,! ,commission] %all submit to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives1 ! ,committee on ,f9ance ( ! ,s5ate1 & ea* ,memb] ( ! ,congress repres5t+ a ,/ate or congressional di/rict 9 :i* ! affect$ (fice or (fices are locat$ ! ,commission]'s f9d+s bas$ on ! he>+ & a description ( any action tak5 or to be tak5 by ! ,commission] on ! basis ( su* f9d+s4 7,b7 ,a %[+ describ$ 9 subp>agraph 7,a7 %all consi/ ( a %[+ t-- 7i7 ! det]m9ation ( ! ,commission] to close a field or he>+ (fice1 consolidate field or he>+ (fices1 or impose a new limitation on access to a field or he>+ (fice is arbitr>y1 caprici\s1 an abuse ( discretion1 n 9 accordance ) law1 or n bas$ on sub/antial evid5ce2 or 7ii7 ! ,commission] has fail$ to obs]ve proc$ures requir$ by law 9 connection ) ! closure1 consolidation1 or new limitation on access4 7#e7 ,! requirem5t ( ?is p>agraph is met 9 connection ) a closure1 consolidation1 or limitation on access ref]r$ to 9 p>agraph 7#a7 only if su* closure1 consolidation1 or limitation on access w n result 9 ! total numb] ( field or he>+ (fices ( ! ,adm9i/ration fall+ bel[ ! total numb] ( su* (fices t 7 9 op]ation on ,septemb] #cj1 #bjbb4 7#f7 ,p>agraph 7#a7 %all n apply ) respect to any tempor>y action by ! ,commission] to close or o!rwise limit access to field or he>+ (fices 9 response to an em]g5cy4 4 7#b7 ,effective date ,! am5dm5t made by p>agraph 7#a7 ( ?is subsection %all apply ) respect to closures & consolidations ( field or he>+ (fices & impositions ( new limitations on access to su* (fices occurr+ aft] ! cessation ( ! moratorium "u subsection 7a7 ( ?is section4 #cjc4 ,ensur+ access to pr(essional repres5tation 7a7 ,9 g5]al ,section #bjf7;a77#b77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #djf7;a77#b77;,a77 is am5d$ by /rik+ ,! ,commission] ( ,social ,security %all & all t foll[s ?r\gh ! end & ins]t+ ! foll[+3 ,not)/&+ ! previ\s s5t5ce1 9 ! case ( an agreem5t describ$ 9 ?is subp>agraph ent]$ into on or aft] ! date ( enactm5t ( ,social ,security #bajj ,act1 !re %all be sub/itut$ = ! doll> am\nt specifi$ 9 clause 7ii77,,ii7 an am\nt equal to su* doll> am\nt 7z increas$ pursuant to ! previ\s s5t5ce7 9 effect = ! cal5d> ye> prec$+ su* cal5d> ye> or1 if l>g]1 ! product 7r\nd$ to ! ne>e/ doll>7 ( #d1jjj & ! ratio ( ! national av]age wage index 7z def9$ 9 section #bji7k77#a77 = ! second cal5d> ye> prec$+ su* cal5d> ye> to ! national av]age wage index 7z s def9$7 = #aihi4 ,n lat] ?an ,novemb] #a ( ea* cal5d> ye> aft] #bjbb1 ! ,commission] ( ,social ,security %all publi% 9 ! ,f$]al ,regi/] ! doll> am\nt applicable to agreem5ts ent]$ into 9 ! succe$+ cal5d> ye>44 7b7 ,con=m+ am5dm5t ,section #bji7k77#a7 ( su* ,act 7#db ,u4,s4,c4 #dji7k77#a771 z am5d$ by sections #ajc7;c7 & #ajf7;b71 is fur!r am5d$ by ins]t+ #bjf7;a77#b77;,a71 aft] #bjc7;f77#h77;,b77ii714 7c7 ,publication ( transition am\nt ,! ,commission] ( ,social ,security %all publi% 9 ! ,f$]al ,regi/] ! doll> am\nt applicable to agreem5ts ent]$ into dur+ ! portion ( #bjbc occurr+ on or aft] ! date ( enactm5t ( ?is ,act n lat] ?an #c mon?s aft] su* date ( enactm5t4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to agreem5ts ent]$ into on or aft] ! date ( enactm5t ( ?is ,act4