Us Congress 2023-2024 Regular Session

Us Congress House Bill HB4583 Compare Versions

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Old	New	Differences
1	1	I
2	2	118THCONGRESS
3	3	1
4	4	STSESSION H. R. 4583
5	5	To protect our Social Security system and improve benefits for current and
6	6	future generations.
7	7	IN THE HOUSE OF REPRESENTATIVES
8	8	JULY12, 2023
9	9	Mr. L
10	10	ARSONof Connecticut (for himself, Mr. NEAL, Mr. JEFFRIES, Ms.
11	11	C
12	12	LARKof Massachusetts, Mr. AGUILAR, Mr. CLYBURN, Mr. DOGGETT,
13	13	Mr. T
14	14	HOMPSONof California, Mr. BLUMENAUER, Mr. PASCRELL, Mr.
15	15	D
16	16	AVISof Illinois, Ms. SA´NCHEZ, Mr. HIGGINSof New York, Ms. SE-
17	17	WELL, Ms. DELBENE, Ms. CHU, Ms. MOOREof Wisconsin, Mr. KILDEE,
18	18	Mr. B
19	19	EYER, Mr. EVANS, Mr. SCHNEIDER, Mr. PANETTA, Ms. DELAURO,
20	20	Mr. C
21	21	OURTNEY, Mr. HIMES, Mrs. HAYES, Ms. ADAMS, Mr.
22	22	A
23	23	UCHINCLOSS, Ms. BALINT, Ms. BARRAGA´N, Mrs. BEATTY, Mr. BERA,
24	24	Mr. B
25	25	ISHOPof Georgia, Ms. BLUNTROCHESTER, Ms. BONAMICI, Mr.
26	26	B
27	27	OWMAN, Ms. BROWNLEY, Ms. BUSH, Mr. CARBAJAL, Mr. CA´RDENAS,
28	28	Mr. C
29	29	ARSON, Mr. CARTERof Louisiana, Mr. CARTWRIGHT, Mr. CASAR,
30	30	Mr. C
31	31	ASE, Mr. CASTEN, Ms. CASTORof Florida, Mr. CASTROof Texas,
32	32	Mrs. C
33	33	HERFILUS-MCCORMICK, Ms. CLARKEof New York, Mr. CLEAVER,
34	34	Mr. C
35	35	OHEN, Mr. CONNOLLY, Mr. COSTA, Ms. CROCKETT, Mr. CROW, Mr.
36	36	C
37	37	UELLAR, Mr. DAVISof North Carolina, Ms. DEANof Pennsylvania, Ms.
38	38	D
39	39	EGETTE, Mr. DELUZIO, Mr. DESAULNIER, Mrs. DINGELL, Ms.
40	40	E
41	41	SCOBAR, Ms. ESHOO, Mr. ESPAILLAT, Mr. FOSTER, Mrs. FOUSHEE,
42	42	Ms. L
43	43	OISFRANKELof Florida, Mr. FROST, Mr. GALLEGO, Mr.
44	44	G
45	45	ARAMENDI, Ms. GARCIAof Texas, Mr. ROBERTGARCIAof California,
46	46	Mr. G
47	47	ARCI´Aof Illinois, Mr. GOLDMANof New York, Mr. GOMEZ, Mr.
48	48	V
49	49	ICENTEGONZALEZof Texas, Mr. GREENof Texas, Mr. GRIJALVA, Mr.
50	50	H
51	51	ORSFORD, Ms. HOYLEof Oregon, Mr. HUFFMAN, Mr. IVEY, Mr. JACK-
52	52	SONof Illinois, Ms. JACKSONLEE, Ms. JAYAPAL, Mr. JOHNSONof Geor-
53	53	gia, Ms. K
54	54	APTUR, Mr. KEATING, Ms. KELLYof Illinois, Mr. KHANNA,
55	55	Mr. K
56	56	ILMER, Mr. KRISHNAMOORTHI, Ms. KUSTER, Mr. LARSENof
57	57	Washington, Ms. L
58	58	EEof California, Ms. LEEof Pennsylvania, Ms.
59	59	L
60	60	EGERFERNANDEZ, Mr. LIEU, Ms. LOFGREN, Mr. LYNCH, Mr. MAG-
61	61	AZINER, Ms. MANNING, Ms. MATSUI, Mrs. MCCLELLAN, Ms. MCCOLLUM,
62	62	Mr. M
63	63	CGARVEY, Mr. MCGOVERN, Mr. MEEKS, Mr. MENENDEZ, Ms.
64	64	M
65	65	ENG, Mr. MFUME, Mr. MORELLE, Mr. MOSKOWITZ, Mr. MOULTON, Mr.
66	66	M
67	67	RVAN, Mr. MULLIN, Mr. NADLER, Mrs. NAPOLITANO, Mr. NEGUSE,
68	68	Mr. N
69	69	ORCROSS, Ms. NORTON, Ms. OCASIO-CORTEZ, Ms. OMAR, Mr. PAL-
70	70	LONE, Mr. PAYNE, Mr. PHILLIPS, Ms. PINGREE, Ms. PLASKETT, Mr.
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73	73	•HR 4583 IH
74	74	POCAN, Ms. PORTER, Ms. PRESSLEY, Mr. QUIGLEY, Mrs. RAMIREZ, Mr.
75	75	R
76	76	ASKIN, Ms. ROSS, Mr. RUIZ, Mr. RUPPERSBERGER, Mr. SABLAN, Ms.
77	77	S
78	78	ALINAS, Mr. SARBANES, Ms. SCANLON, Ms. SCHAKOWSKY, Mr. SCHIFF,
79	79	Mr. D
80	80	AVIDSCOTTof Georgia, Mr. SCOTTof Virginia, Mr. SHERMAN, Ms.
81	81	S
82	82	LOTKIN, Mr. SMITHof Washington, Mr. SORENSEN, Mr. SOTO, Ms.
83	83	S
84	84	TEVENS, Ms. STRICKLAND, Mrs. SYKES, Mr. SWALWELL, Mr. TAKANO,
85	85	Mr. T
86	86	HANEDAR, Mr. THOMPSONof Mississippi, Ms. TITUS, Ms. TLAIB,
87	87	Ms. T
88	88	OKUDA, Mr. TONKO, Mrs. TORRESof California, Mr. TORRESof
89	89	New York, Mrs. T
90	90	RAHAN, Mr. TRONE, Ms. UNDERWOOD, Mr. VARGAS,
91	91	Mr. V
92	92	EASEY, Ms. VELA´ZQUEZ, Ms. WASSERMANSCHULTZ, Ms. WATERS,
93	93	Mrs. W
94	94	ATSONCOLEMAN, Ms. WILD, Ms. WILLIAMSof Georgia, and Ms.
95	95	W
96	96	ILSONof Florida) introduced the following bill; which was referred to
97	97	the Committee on Ways and Means, and in addition to the Committees
98	98	on Education and the Workforce, and Energy and Commerce, for a pe-
99	99	riod to be subsequently determined by the Speaker, in each case for con-
100	100	sideration of such provisions as fall within the jurisdiction of the com-
101	101	mittee concerned
102	102	A BILL
103	103	To protect our Social Security system and improve benefits
104	104	for current and future generations.
105	105	Be it enacted by the Senate and House of Representa-1
106	106	tives of the United States of America in Congress assembled, 2
107	107	SECTION 1. SHORT TITLE. 3
108	108	This Act may be cited as the ‘‘Social Security 2100 4
109	109	Act’’. 5
110	110	SEC. 2. TABLE OF CONTENTS. 6
111	111	The table of contents for this Act is as follows: 7
112	112	Sec. 1. Short title.
113	113	Sec. 2. Table of contents.
114	114	TITLE I—STRENGTHENING BENEFITS
115	115	Sec. 101. Across-the-board benefit increase.
116	116	Sec. 102. More accurate cost-of-living adjustment.
117	117	Sec. 103. Increasing the minimum benefit for long-term low earners.
118	118	Sec. 104. Increasing threshold amounts for inclusion of Social Security benefits
119	119	in income.
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122	122	•HR 4583 IH
123	123	Sec. 105. Improving benefits for widows and widowers in two-income house-
124	124	holds.
125	125	Sec. 106. Increasing benefits for beneficiaries after 15 years of eligibility.
126	126	Sec. 107. Providing caregiver credits for Social Security.
127	127	Sec. 108. Eliminating the 5-month waiting period for disability benefits.
128	128	Sec. 109. Establishing a gradual offset for disability beneficiaries with earn-
129	129	ings.
130	130	Sec. 110. Repealing the Government pension offset and windfall elimination
131	131	provisions.
132	132	Sec. 111. Extending the child’s benefit for post-secondary school students
133	133	under age 26.
134	134	Sec. 112. Increasing access to benefits for children who live with grandparents
135	135	or other relatives.
136	136	Sec. 113. Preventing an unintended drop in benefits relating to the application
137	137	of the National Average Wage Index.
138	138	Sec. 114. Holding SSI, Medicaid, and CHIP beneficiaries harmless.
139	139	TITLE II—STRENGTHENING THE TRUST FUND
140	140	Sec. 201. Determining wages and self-employment income above contribution
141	141	and benefit base after 2023.
142	142	Sec. 202. Including earnings over $400,000 in Social Security benefit formula.
143	143	Sec. 203. Application of Social Security tax to net investment income.
144	144	Sec. 204. Establishing the Social Security Trust Fund.
145	145	TITLE III—STRENGTHENING SERVICE DELIVERY
146	146	Sec. 301. Clarifying the requirement to mail Social Security account state-
147	147	ments.
148	148	Sec. 302. Preventing closure of field and hearing offices and resident or rural
149	149	contact stations.
150	150	Sec. 303. Ensuring access to professional representation.
151	151	TITLE I—STRENGTHENING 1
152	152	BENEFITS 2
153	153	SEC. 101. ACROSS-THE-BOARD BENEFIT INCREASE. 3
154	154	(a) I
155	155	NGENERAL.— 4
156	156	(1) I
157	157	NCREASE IN PRIMARY INSURANCE AMOUNT 5
158	158	COMPUTATION FORMULA .—Section 215(a)(1)(A)(i) 6
159	159	of the Social Security Act (42 U.S.C. 7
160	160	415(a)(1)(A)(i)) is amended by striking ‘‘90 per-8
161	161	cent’’ and inserting ‘‘93 percent’’. 9
162	162	(b) E
163	163	FFECTIVEDATE.— 10
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166	166	•HR 4583 IH
167	167	(1) IN GENERAL.—The amendments made by 1
168	168	this section shall apply with respect to monthly in-2
169	169	surance benefits payable for months in calendar 3
170	170	years 2025 through 2034. 4
171	171	(2) R
172	172	ECOMPUTATION OF PRIMARY INSURANCE 5
173	173	AMOUNTS.—Notwithstanding section 215(f) of the 6
174	174	Social Security Act, the Commissioner of Social Se-7
175	175	curity shall recompute primary insurance amounts 8
176	176	to the extent necessary— 9
177	177	(A) to carry out the amendments made by 10
178	178	this section; and 11
179	179	(B) to account for the nonapplication of 12
180	180	such amendments after calendar year 2034. 13
181	181	(c) R
182	182	ULE OFCONSTRUCTION.—For purposes of ap-14
183	183	plying subparagraphs (A) and (B) of section 215(i)(1) of 15
184	184	the Social Security Act in any calendar year, nothing in 16
185	185	this section or the amendments made by this section shall 17
186	186	be considered a general benefit increase under title II of 18
187	187	such Act. 19
188	188	SEC. 102. MORE ACCURATE COST-OF-LIVING ADJUSTMENT. 20
189	189	(a) I
190	190	NGENERAL.— 21
191	191	(1) I
192	192	N GENERAL.—Section 215(i)(1)(D) of the 22
193	193	Social Security Act (42 U.S.C. 415(i)(1)(D)) is 23
194	194	amended by striking ‘‘Consumer Price Index’’ and 24
195	195	all that follows through ‘‘such index’’ and inserting 25
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198	198	•HR 4583 IH
199	199	‘‘Consumer Price Index for Urban Wage Earners 1
200	200	and Clerical Workers (CPI–W, as published by the 2
201	201	Bureau of Labor Statistics of the Department of 3
202	202	Labor) or Consumer Price Index for Elderly Con-4
203	203	sumers (CPI–E, as published by such Bureau) 5
204	204	(whichever such index results in the higher percent-6
205	205	age under this subparagraph) exceeds the same such 7
206	206	index’’. 8
207	207	(2) C
208	208	ONFORMING AMENDMENT .—Section 9
209	209	215(i)(1)(G) of the Social Security Act (42 U.S.C. 10
210	210	415(i)(1)(G)) is amended by inserting ‘‘applicable 11
211	211	for purposes of subparagraph (D)’’ after ‘‘Consumer 12
212	212	Price Index’’. 13
213	213	(b) A
214	214	PPLICATION TOPRE-1979 LAW.— 14
215	215	(1) I
216	216	N GENERAL.—Section 215(i) of the Social 15
217	217	Security Act as in effect in December 1978, and as 16
218	218	applied in certain cases under the provisions of such 17
219	219	Act as in effect after December 1978, is amended— 18
220	220	(A) in paragraph (1)(B), by striking ‘‘Con-19
221	221	sumer Price Index’’ and all that follows through 20
222	222	‘‘such index’’ and inserting ‘‘Consumer Price 21
223	223	Index for Urban Wage Earners and Clerical 22
224	224	Workers (CPI–W, as published by the Bureau 23
225	225	of Labor Statistics of the Department of 24
226	226	Labor) or Consumer Price Index for Elderly 25
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229	229	•HR 4583 IH
230	230	Consumers (CPI–E, as published by such Bu-1
231	231	reau of such Department) (whichever such 2
232	232	index results in the higher per centum under 3
233	233	this subparagraph) exceeds, by not less than 3 4
234	234	per centum, the same such Index’’; and 5
235	235	(B) in paragraph (2)— 6
236	236	(i) in subparagraph (A)(ii), by strik-7
237	237	ing ‘‘Consumer Price Index for such cost- 8
238	238	of-living computation quarter’’ and insert-9
239	239	ing ‘‘Consumer Price Index applicable for 10
240	240	such year under paragraph (1)(B)’’; and 11
241	241	(ii) in subparagraph (C)(i), by strik-12
242	242	ing ‘‘Consumer Price Index as published 13
243	243	for any month exceeds by 2.5 percent or 14
244	244	more the level of such index’’ and inserting 15
245	245	‘‘Consumer Price Index for Urban Wage 16
246	246	Earners and Clerical Workers or Consumer 17
247	247	Price Index for Elderly Consumers as pub-18
248	248	lished for any month exceeds by 2.5 per-19
249	249	cent or more the level of such index’’. 20
250	250	(2) C
251	251	ONFORMING CHANGES .—Section 215(i)(4) 21
252	252	of the Social Security Act (42 U.S.C. 415(i)(4)) is 22
253	253	amended by inserting ‘‘and by section 102 of the So-23
254	254	cial Security 2100 Act’’ after ‘‘1986’’. 24
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257	257	•HR 4583 IH
258	258	(c) NOEFFECT ONADJUSTMENTSUNDEROTHER 1
259	259	L
260	260	AWS.—Section 215(i) of the Social Security Act (42 2
261	261	U.S.C. 415(i)) is amended by adding at the end the fol-3
262	262	lowing: 4
263	263	‘‘(6) With respect to any provision of law (other than 5
264	264	in this title, title VIII, or title XVI) which provides for 6
265	265	an adjustment of an amount under such provision of law 7
266	266	in the same percentage as a cost-of-living adjustment ap-8
267	267	plied to benefit amounts under this title, such provision 9
268	268	of law shall be applied and administered as if the percent-10
269	269	age of such cost-of-living adjustment applied to benefit 11
270	270	amounts under this title were determined without regard 12
271	271	to the amendments made by subsections (a) and (b) of 13
272	272	section 102 of the Social Security 2100 Act.’’. 14
273	273	(d) P
274	274	UBLICATION OFCONSUMERPRICEINDEX FOR 15
275	275	E
276	276	LDERLYCONSUMERS.—The Bureau of Labor Statistics 16
277	277	of the Department of Labor shall prepare and publish an 17
278	278	index for each calendar month to be known as the ‘‘Con-18
279	279	sumer Price Index for Elderly Consumers’’ that indicates 19
280	280	changes over time in expenditures for consumption which 20
281	281	are typical for individuals in the United States who have 21
282	282	attained age 62. 22
283	283	(e) T
284	284	RANSITIONRULE.—Prior to the publication of 23
285	285	the Consumer Price Index for Elderly Consumers (CPI– 24
286	286	E) pursuant to subsection (d), the reference to such index 25
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289	289	•HR 4583 IH
290	290	made in each of the amendments made by subsections (a) 1
291	291	and (b) shall be deemed to be a reference to the research 2
292	292	price index prepared by the Bureau of Labor Statistics 3
293	293	of the Department of Labor known as the Consumer Price 4
294	294	Index for Americans 62 years of age and older (R–CPI– 5
295	295	E). 6
296	296	(f) E
297	297	FFECTIVEDATE.— 7
298	298	(1) I
299	299	N GENERAL.—The amendments made by 8
300	300	this section shall apply only to determinations made 9
301	301	with respect to cost-of-living computation quarters 10
302	302	(as defined in section 215(i)(1)(B) of the Social Se-11
303	303	curity Act (42 U.S.C. 415(i)(1)(B))) ending on Sep-12
304	304	tember 30 of calendar years 2024 through 2033. 13
305	305	(2) N
306	306	ONAPPLICATION AFTER 2033.— 14
307	307	(A) COLA
308	308	REDETERMINATIONS .—For pur-15
309	309	poses of subparagraph (B) and determinations 16
310	310	made with respect to cost-of-living computation 17
311	311	quarters (as so defined) ending on September 18
312	312	30 of any calendar year after 2033, section 19
313	313	215(i) of the Social Security Act shall be ap-20
314	314	plied as if the determinations described in para-21
315	315	graph (1) had been made without regard to the 22
316	316	amendments made by this section. 23
317	317	(B) I
318	318	NCREASES BASED ON COLA DETER -24
319	319	MINATIONS.—Notwithstanding section 215(f) of 25
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322	322	•HR 4583 IH
323	323	the Social Security Act, the Commissioner of 1
324	324	Social Security shall, for benefits payable under 2
325	325	title II for months after November 2034 and 3
326	326	for benefits payable under title XVI for months 4
327	327	after December 2034, recompute primary insur-5
328	328	ance amounts, dollar amounts adjusted under 6
329	329	section 1617, and any other amounts subject to 7
330	330	increase on the basis of a determination made 8
331	331	with respect to cost-of-living computation quar-9
332	332	ters under section 215(i) of the Social Security 10
333	333	Act to the extent necessary to apply the rede-11
334	334	terminations made under subparagraph (A). 12
335	335	SEC. 103. INCREASING THE MINIMUM BENEFIT FOR LONG- 13
336	336	TERM LOW EARNERS. 14
337	337	(a) I
338	338	NGENERAL.—Section 215(a)(1) of the Social 15
339	339	Security Act (42 U.S.C. 415(a)(1)) is amended— 16
340	340	(1) by redesignating subparagraph (D) as sub-17
341	341	paragraph (E); and 18
342	342	(2) by inserting after subparagraph (C) the fol-19
343	343	lowing new subparagraph: 20
344	344	‘‘(D)(i) Effective with respect to the benefits of indi-21
345	345	viduals who become eligible for old-age insurance benefits 22
346	346	or disability insurance benefits (or die before becoming so 23
347	347	eligible) after 2024, no primary insurance amount com-24
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350	350	•HR 4583 IH
351	351	puted under subparagraph (A) may be less than the great-1
352	352	er of— 2
353	353	‘‘(I) the minimum monthly amount computed 3
354	354	under subparagraph (C); or 4
355	355	‘‘(II) in the case of an individual who has more 5
356	356	than 10 years of work (as defined in clause (iv)(I)), 6
357	357	the alternative minimum amount determined under 7
358	358	clause (ii). 8
359	359	‘‘(ii)(I) The alternative minimum amount determined 9
360	360	under this clause is the applicable percentage of
361	361	1
362	362	⁄12of 10
363	363	the annual dollar amount determined under clause (iii) for 11
364	364	the year in which the amount is determined. 12
365	365	‘‘(II) For purposes of subclause (I), the applicable 13
366	366	percentage is the percentage specified in connection with 14
367	367	the number of years of work, as set forth in the following 15
368	368	table: 16
369	369	‘‘If the number of years The applicable
370	370	of work is: percentage is:
371	371	11 ...................................................................................... 6.25 percent
372	372	12 ...................................................................................... 12.50 percent
373	373	13 ...................................................................................... 18.75 percent
374	374	14 ...................................................................................... 25.00 percent
375	375	15 ...................................................................................... 31.25 percent
376	376	16 ...................................................................................... 37.50 percent
377	377	17 ...................................................................................... 43.75 percent
378	378	18 ...................................................................................... 50.00 percent
379	379	19 ...................................................................................... 56.25 percent
380	380	20 ...................................................................................... 62.50 percent
381	381	21 ...................................................................................... 68.75 percent
382	382	22 ...................................................................................... 75.00 percent
383	383	23 ...................................................................................... 81.25 percent
384	384	24 ...................................................................................... 87.50 percent
385	385	25 ...................................................................................... 93.75 percent
386	386	26 ...................................................................................... 100.00 percent
387	387	27 ...................................................................................... 106.25 percent
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390	390	•HR 4583 IH
391	391	‘‘If the number of years The applicable
392	392	of work is: percentage is:
393	393	28 ...................................................................................... 112.50 percent
394	394	29 ...................................................................................... 118.75 percent
395	395	30 or more ........................................................................ 125.00 percent.
396	396	‘‘(iii) The annual dollar amount determined under 1
397	397	this clause is— 2
398	398	‘‘(I) for calendar year 2025, the poverty guide-3
399	399	line for 2024; and 4
400	400	‘‘(II) for any calendar year after 2025, the an-5
401	401	nual dollar amount established for the calendar year 6
402	402	preceding such calendar year, or, if larger, the an-7
403	403	nual dollar amount for 2025 multiplied by the ratio 8
404	404	of— 9
405	405	‘‘(aa) the national average wage index (as 10
406	406	defined in section 209(k)(1)) for the second cal-11
407	407	endar year preceding the calendar year for 12
408	408	which the determination is made, to 13
409	409	‘‘(bb) the national average wage index (as 14
410	410	so defined) for 2023. 15
411	411	‘‘(iv) For purposes of this subparagraph— 16
412	412	‘‘(I) the term ‘year of work’ means, with re-17
413	413	spect to an individual, a year to which 4 quarters of 18
414	414	coverage have been credited based on such individ-19
415	415	ual’s wages and self-employment income; and 20
416	416	‘‘(II) the term ‘poverty guideline for 2024’ 21
417	417	means the annual poverty guideline for 2024 (as up-22
418	418	dated annually in the Federal Register by the De-23
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421	421	•HR 4583 IH
422	422	partment of Health and Human Services under the 1
423	423	authority of section 673(2) of the Omnibus Budget 2
424	424	Reconciliation Act of 1981) as applicable to a single 3
425	425	individual.’’. 4
426	426	(b) C
427	427	ONFORMINGAMENDMENT.—Section 209(k)(1) 5
428	428	of such Act (42 U.S.C. 409(k)(1)) is amended by inserting 6
429	429	‘‘215(a)(1)(E),’’ after ‘‘215(a)(1)(D),’’. 7
430	430	(c) E
431	431	FFECTIVEDATE.— 8
432	432	(1) I
433	433	N GENERAL.—The amendments made by 9
434	434	this section shall apply with respect to monthly in-10
435	435	surance benefits payable for months in calendar 11
436	436	years 2025 through 2034. 12
437	437	(2) R
438	438	ECOMPUTATION OF PRIMARY INSURANCE 13
439	439	AMOUNTS.—Notwithstanding section 215(f) of the 14
440	440	Social Security Act, the Commissioner of Social Se-15
441	441	curity shall recompute primary insurance amounts 16
442	442	to the extent necessary— 17
443	443	(A) to carry out the amendments made by 18
444	444	this section; and 19
445	445	(B) to account for the nonapplication of 20
446	446	such amendments after calendar year 2034. 21
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449	449	•HR 4583 IH
450	450	SEC. 104. INCREASING THRESHOLD AMOUNTS FOR INCLU-1
451	451	SION OF SOCIAL SECURITY BENEFITS IN IN-2
452	452	COME. 3
453	453	(a) I
454	454	NGENERAL.—Subsection (a) of section 86 of the 4
455	455	Internal Revenue Code of 1986 is amended to read as fol-5
456	456	lows: 6
457	457	‘‘(a) I
458	458	NGENERAL.—Gross income for the taxable 7
459	459	year of any taxpayer described in subsection (b) (notwith-8
460	460	standing section 207 of the Social Security Act) includes 9
461	461	Social Security benefits in an amount equal to the lesser 10
462	462	of— 11
463	463	‘‘(1) 85 percent of the Social Security benefits 12
464	464	received during the taxable year, or 13
465	465	‘‘(2) one-half of the excess described in sub-14
466	466	section (b)(1).’’. 15
467	467	(b) B
468	468	ASEAMOUNT.—Subsection (c) of section 86 of 16
469	469	such Code is amended to read as follows: 17
470	470	‘‘(c) B
471	471	ASEAMOUNT.—For purposes of this section, 18
472	472	the term ‘base amount’ means— 19
473	473	‘‘(1) except as otherwise provided in this para-20
474	474	graph, $35,000, 21
475	475	‘‘(2) $50,000 in the case of a joint return, and 22
476	476	‘‘(3) zero in the case of a taxpayer who— 23
477	477	‘‘(A) is married as of the close of the tax-24
478	478	able year (within the meaning of section 7703) 25
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480	480	kjohnson on DSK79L0C42PROD with BILLS 14
481	481	•HR 4583 IH
482	482	but does not file a joint return for such year, 1
483	483	and 2
484	484	‘‘(B) does not live apart from his spouse at 3
485	485	all times during the taxable year.’’. 4
486	486	(c) T
487	487	RANSFERS TOTRUSTFUNDS.— 5
488	488	(1) H
489	489	OSPITAL INSURANCE TRUST FUND HELD 6
490	490	HARMLESS.—Of the total revenue from taxation of 7
491	491	social security benefits, there are appropriated to the 8
492	492	Federal Hospital Insurance Trust Fund such 9
493	493	amounts as would be transferred to such fund under 10
494	494	section 121(e) of the Social Security Amendments of 11
495	495	1983 (42 U.S.C. 401 note) and section 86 of such 12
496	496	Code as such sections were in effect on the day be-13
497	497	fore the date of the enactment of this Act, at such 14
498	498	times and in such manner as would be provided 15
499	499	therein. 16
500	500	(2) T
501	501	RANSFERS TO PAYOR FUNDS .—Of the bal-17
502	502	ance of the total revenue from taxation of social se-18
503	503	curity benefits remaining after appropriations under 19
504	504	paragraph (1) have been made, there are appro-20
505	505	priated to each payor fund amounts equivalent to 21
506	506	the portion of such balance equal to a fraction— 22
507	507	(A) the numerator of which is the amount 23
508	508	equivalent to the net revenues received in the 24
509	509	Treasury attributable to the application of sec-25
510	510	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00014 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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512	512	•HR 4583 IH
513	513	tions 86 and 871(a)(3) of such Code to pay-1
514	514	ments from such payor fund made in taxable 2
515	515	years beginning after December 31, 2024, and 3
516	516	before January 1, 2035; and 4
517	517	(B) the denominator of which is the total 5
518	518	revenue from taxation of social security bene-6
519	519	fits. 7
520	520	(3) T
521	521	RANSFERS.—The amounts appropriated 8
522	522	by paragraph (2) to any payor fund shall be trans-9
523	523	ferred from time to time (but not less frequently 10
524	524	than quarterly) from the general fund of the Treas-11
525	525	ury on the basis of estimates made by the Secretary 12
526	526	of the Treasury of the amounts referred to in such 13
527	527	paragraph. Any such quarterly payment shall be 14
528	528	made on the first day of such quarter and shall take 15
529	529	into account social security benefits estimated to be 16
530	530	received during such quarter. Proper adjustments 17
531	531	shall be made in the amounts subsequently trans-18
532	532	ferred to the extent prior estimates were in excess 19
533	533	of or less than the amounts required to be trans-20
534	534	ferred. 21
535	535	(4) D
536	536	EFINITIONS.—For purposes of this sub-22
537	537	section— 23
538	538	(A) T
539	539	OTAL REVENUE FROM TAXATION OF 24
540	540	SOCIAL SECURITY BENEFITS .—The term ‘‘total 25
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543	543	•HR 4583 IH
544	544	revenue from taxation of social security bene-1
545	545	fits’’ means the amount equivalent to the net 2
546	546	revenues received in the Treasury attributable 3
547	547	to the application of sections 86 and 871(a)(3) 4
548	548	of the Internal Revenue Code of 1986 to pay-5
549	549	ments from any payor fund made in taxable 6
550	550	years beginning after December 31, 2024, and 7
551	551	before January 1, 2035. 8
552	552	(B) P
553	553	AYOR FUND.—The term ‘‘payor 9
554	554	fund’’ means any trust fund or account from 10
555	555	which payments of social security benefits are 11
556	556	made. 12
557	557	(C) S
558	558	OCIAL SECURITY BENEFITS .—The 13
559	559	term ‘‘social security benefits’’ has the meaning 14
560	560	given such term by section 86(d)(1) of the In-15
561	561	ternal Revenue Code of 1986. 16
562	562	(5) C
563	563	ONFORMING AMENDMENT .—Section 17
564	564	121(e) of the Social Security Amendments of 1983 18
565	565	(42 U.S.C. 401 note) is repealed. 19
566	566	(d) E
567	567	FFECTIVEDATE.—The amendments made by 20
568	568	this section shall apply to taxable years beginning after 21
569	569	December 31, 2024, and before January 1, 2035. 22
570	570	SEC. 105. IMPROVING BENEFITS FOR WIDOWS AND WID-23
571	571	OWERS IN TWO-INCOME HOUSEHOLDS. 24
572	572	(a) I
573	573	NGENERAL.— 25
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575	575	kjohnson on DSK79L0C42PROD with BILLS 17
576	576	•HR 4583 IH
577	577	(1) WIDOWS.—Section 202(e) of the Social Se-1
578	578	curity Act (42 U.S.C. 402(e)) is amended— 2
579	579	(A) in paragraph (1)— 3
580	580	(i) in subparagraph (B), by inserting 4
581	581	‘‘and’’ at the end; 5
582	582	(ii) in subparagraph (C)(iii), by strik-6
583	583	ing ‘‘and’’ at the end; 7
584	584	(iii) by striking subparagraph (D); 8
585	585	(iv) by redesignating subparagraphs 9
586	586	(E) and (F) as subparagraphs (D) and 10
587	587	(E), respectively; and 11
588	588	(v) in the flush matter following sub-12
589	589	paragraph (E)(ii), as so redesignated, by 13
590	590	striking ‘‘becomes entitled to an old-age in-14
591	591	surance benefit’’ and all that follows 15
592	592	through ‘‘such deceased individual,’’; 16
593	593	(B) by striking subparagraph (A) in para-17
594	594	graph (2) and inserting the following: 18
595	595	‘‘(2)(A) Except as provided in subsection 19
596	596	(k)(5), subsection (q), and subparagraph (D) of this 20
597	597	paragraph, such widow’s insurance benefit for each 21
598	598	month shall be equal to the greater of— 22
599	599	‘‘(i) the primary insurance amount (as de-23
600	600	termined for purposes of this subsection after 24
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603	603	•HR 4583 IH
604	604	application of subparagraphs (B) and (C)) of 1
605	605	such deceased individual, or 2
606	606	‘‘(ii) subject to paragraph (9), in the case 3
607	607	of a fully insured widow, 75 percent of the sum 4
608	608	of any old-age or disability insurance benefit for 5
609	609	which the widow is entitled for such month and 6
610	610	the primary insurance amount (as determined 7
611	611	for purposes of this subsection after application 8
612	612	of subparagraphs (B) and (C)) of such deceased 9
613	613	individual.’’; 10
614	614	(C) in paragraph (5)— 11
615	615	(i) in subparagraph (A), by striking 12
616	616	‘‘paragraph (1)(F)’’ and inserting ‘‘para-13
617	617	graph (1)(E)’’; and 14
618	618	(ii) in subparagraph (B), by striking 15
619	619	‘‘paragraph (1)(F)(i)’’ and inserting 16
620	620	‘‘paragraph (1)(E)(i)’’; and 17
621	621	(D) by adding at the end the following: 18
622	622	‘‘(9) For purposes of paragraph (2)(A)(ii), the 19
623	623	amount determined under such paragraph shall not 20
624	624	exceed the primary insurance amount for such 21
625	625	month of a hypothetical individual— 22
626	626	‘‘(A) who became entitled to old-age insur-23
627	627	ance benefits upon attaining early retirement 24
628	628	age during the month in which the deceased in-25
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630	630	kjohnson on DSK79L0C42PROD with BILLS 19
631	631	•HR 4583 IH
632	632	dividual referred to in paragraph (1) became 1
633	633	entitled to old-age or disability insurance bene-2
634	634	fits, or died (before becoming entitled to such 3
635	635	benefits), and 4
636	636	‘‘(B) to whom wages and self-employment 5
637	637	income were credited in each of such hypo-6
638	638	thetical individual’s elapsed years (within the 7
639	639	meaning of section 215(b)(2)(B)(iii)) in an 8
640	640	amount equal to the national average wage 9
641	641	index (as described in section 209(k)(1)) for 10
642	642	each such year.’’. 11
643	643	(2) W
644	644	IDOWERS.—Section 202(f) of the Social 12
645	645	Security Act (42 U.S.C. 402(f)) is amended— 13
646	646	(A) in paragraph (1)— 14
647	647	(i) in subparagraph (B), by inserting 15
648	648	‘‘and’’ at the end; 16
649	649	(ii) in subparagraph (C)(iii), by strik-17
650	650	ing ‘‘and’’ at the end; 18
651	651	(iii) by striking subparagraph (D); 19
652	652	(iv) by redesignating subparagraphs 20
653	653	(E) and (F) as subparagraphs (D) and 21
654	654	(E), respectively; and 22
655	655	(v) in the flush matter following sub-23
656	656	paragraph (E)(ii), as so redesignated, by 24
657	657	striking ‘‘or becomes entitled to an old-age 25
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660	660	•HR 4583 IH
661	661	insurance benefit’’ and all that follows 1
662	662	through ‘‘such deceased individual,’’; 2
663	663	(B) by striking subparagraph (A) in para-3
664	664	graph (2) and inserting the following: 4
665	665	‘‘(2)(A) Except as provided in subsection 5
666	666	(k)(5), subsection (q), and subparagraph (D) of this 6
667	667	paragraph, such widower’s insurance benefit for 7
668	668	each month shall be equal to the greater of— 8
669	669	‘‘(i) the primary insurance amount (as de-9
670	670	termined for purposes of this subsection after 10
671	671	application of subparagraphs (B) and (C)) of 11
672	672	such deceased individual, or 12
673	673	‘‘(ii) subject to paragraph (9), in the case 13
674	674	of a fully insured widower, 75 percent of the 14
675	675	sum of any old-age or disability insurance ben-15
676	676	efit for which the widower is entitled for such 16
677	677	month and the primary insurance amount (as 17
678	678	determined for purposes of this subsection after 18
679	679	application of subparagraphs (B) and (C)) of 19
680	680	such deceased individual.’’; 20
681	681	(C) in paragraph (5)— 21
682	682	(i) in subparagraph (A), by striking 22
683	683	‘‘paragraph (1)(F)’’ and inserting ‘‘para-23
684	684	graph (1)(E)’’; and 24
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687	687	•HR 4583 IH
688	688	(ii) in subparagraph (B), by striking 1
689	689	‘‘paragraph (1)(F)(i)’’ and inserting 2
690	690	‘‘paragraph (1)(E)(i)’’; and 3
691	691	(D) by adding at the end the following: 4
692	692	‘‘(9) For purposes of paragraph (2)(A)(ii), the 5
693	693	amount determined under such paragraph shall not 6
694	694	exceed the primary insurance amount for such 7
695	695	month of a hypothetical individual— 8
696	696	‘‘(A) who became entitled to old-age insur-9
697	697	ance benefits upon attaining early retirement 10
698	698	age during the month in which the deceased in-11
699	699	dividual referred to in paragraph (1) became 12
700	700	entitled to old-age or disability insurance bene-13
701	701	fits, or died (before becoming entitled to such 14
702	702	benefits), and 15
703	703	‘‘(B) to whom wages and self-employment 16
704	704	income were credited in each of such hypo-17
705	705	thetical individual’s elapsed years (within the 18
706	706	meaning of section 215(b)(2)(B)(iii)) in an 19
707	707	amount equal to the national average wage 20
708	708	index (as described in section 209(k)(1)) for 21
709	709	each such year.’’. 22
710	710	(b) C
711	711	ONFORMINGAMENDMENT.—Section 209(k)(1) 23
712	712	of the Social Security Act (42 U.S.C. 409(k)(1)), as 24
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715	715	•HR 4583 IH
716	716	amended by section 103(c), is further amended by insert-1
717	717	ing ‘‘202(e)(9), 202(f)(9),’’ after ‘‘sections’’. 2
718	718	(c) E
719	719	FFECTIVEDATE.—The amendments made by 3
720	720	this section shall apply with respect to widow’s or wid-4
721	721	ower’s insurance benefits payable for months in calendar 5
722	722	years 2025 through 2034. 6
723	723	SEC. 106. INCREASING BENEFITS FOR BENEFICIARIES 7
724	724	AFTER 15 YEARS OF ELIGIBILITY. 8
725	725	(a) I
726	726	NGENERAL.—Section 202 of the Social Security 9
727	727	Act (42 U.S.C. 402) is amended by adding at the end the 10
728	728	following new subsection: 11
729	729	‘‘(aa) I
730	730	NCREASE INBENEFITAMOUNTS ONACCOUNT 12
731	731	OFLONG-TERMELIGIBILITY.—(1) In the case of an indi-13
732	732	vidual who is a qualified beneficiary for a calendar year 14
733	733	after 2024, the amount of any monthly insurance benefit 15
734	734	of such qualified beneficiary under this section or section 16
735	735	223 for any month in such calendar year shall be in-17
736	736	creased in accordance with paragraph (3). 18
737	737	‘‘(2)(A) For purposes of this subsection, the term 19
738	738	‘qualified beneficiary’ for a calendar year means an indi-20
739	739	vidual in any case in which such calendar year is at least 21
740	740	the 16th year beginning after the applicable year of eligi-22
741	741	bility for such individual. 23
742	742	‘‘(B) For purposes of this subsection, the applicable 24
743	743	year of eligibility for an individual is the year in which 25
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746	746	•HR 4583 IH
747	747	the individual on whose wages and self-employment in-1
748	748	come the monthly insurance benefit is based initially be-2
749	749	came eligible (or died before becoming eligible) for old- 3
750	750	age insurance benefits under subsection (a) or disability 4
751	751	insurance benefits under section 223. 5
752	752	‘‘(3)(A) The increase required under paragraph (1) 6
753	753	with respect to the monthly insurance benefit of an indi-7
754	754	vidual who is a qualified beneficiary for a calendar year 8
755	755	shall be equal to the applicable percentage (specified for 9
756	756	such benefit in subparagraph (B)) of the full increase 10
757	757	amount for such calendar year (determined under sub-11
758	758	paragraph (C)). 12
759	759	‘‘(B) The applicable percentage specified for a 13
760	760	monthly insurance benefit under this subparagraph for a 14
761	761	calendar year is the percentage specified, in connection 15
762	762	with the year described in the following table, as follows: 16
763	763	The applicable
764	764	‘‘If the year described is: percentage is:
765	765	the 16th year beginning after the applicable year of eligi-
766	766	bility .............................................................................. 20 percent
767	767	the 17th year beginning after the applicable year of eligi-
768	768	bility .............................................................................. 40 percent
769	769	the 18th year beginning after the applicable year of eligi-
770	770	bility .............................................................................. 60 percent
771	771	the 19th year beginning after the applicable year of eligi-
772	772	bility .............................................................................. 80 percent
773	773	the 20th year beginning after the applicable year of eligi-
774	774	bility or later ................................................................. 100 percent.
775	775	‘‘(C)(i) Except as provided in clause (ii), the full in-17
776	776	crease amount determined under this subparagraph for a 18
777	777	calendar year in connection with the monthly insurance 19
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780	780	•HR 4583 IH
781	781	benefit of a qualified beneficiary is a dollar amount equal 1
782	782	to 5 percent of the primary insurance amount of a puta-2
783	783	tive individual if— 3
784	784	‘‘(I) such primary insurance amount were de-4
785	785	termined for January of such calendar year; 5
786	786	‘‘(II) on January 1 of the applicable year of eli-6
787	787	gibility for the qualified beneficiary, such putative 7
788	788	individual were fully insured, attained retirement 8
789	789	age (as defined in section 216(l)(2)) and were other-9
790	790	wise eligible for, and applied for, old-age insurance 10
791	791	benefits; and 11
792	792	‘‘(III) such putative individual’s average in-12
793	793	dexed monthly earnings taken into account in deter-13
794	794	mining such primary insurance amount were equal 14
795	795	to
796	796	1
797	797	⁄12of the national average wage index (as de-15
798	798	fined in section 209(k)(1)) for the second year prior 16
799	799	to such applicable year of eligibility. 17
800	800	‘‘(ii)(I) In the case of a monthly insurance benefit 18
801	801	under subsection (b) or (c), the full increase amount deter-19
802	802	mined under this subparagraph shall be one-half the 20
803	803	amount determined under clause (i). 21
804	804	‘‘(II) in the case of a monthly insurance benefit under 22
805	805	subsection (d), (g), or (h), the full increase amount deter-23
806	806	mined under this subparagraph shall be the percentage of 24
807	807	the amount determined under clause (i) equal to the ratio 25
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810	810	•HR 4583 IH
811	811	which the amount of such benefit bears to the primary 1
812	812	insurance amount (before the application of section 2
813	813	203(a)) of the individual on whose wages and self-employ-3
814	814	ment income the monthly insurance benefit is based. 4
815	815	‘‘(4) In the case of a qualified beneficiary who is enti-5
816	816	tled to two or more monthly insurance benefits under this 6
817	817	title for the same month— 7
818	818	‘‘(A) the earliest applicable year of eligibility for 8
819	819	such beneficiary with respect to such benefits shall 9
820	820	be treated as the applicable year of eligibility for 10
821	821	such beneficiary for the purposes of this subsection; 11
822	822	and 12
823	823	‘‘(B) such beneficiary shall be entitled to an in-13
824	824	crease with respect only to one such benefit. 14
825	825	‘‘(5) This subsection shall be applied to monthly in-15
826	826	surance benefits after any increase under subsection (w) 16
827	827	and any applicable reductions and deductions under this 17
828	828	title.’’. 18
829	829	(b) C
830	830	ONFORMINGAMENDMENTS.— 19
831	831	(1) Section 202 of such Act (42 U.S.C. 402) is 20
832	832	amended— 21
833	833	(A) in the last sentence of subsection (a), 22
834	834	by striking ‘‘subsection (q) and subsection (w)’’ 23
835	835	and inserting ‘‘subsections (q), (w), and (aa)’’; 24
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838	838	•HR 4583 IH
839	839	(B) in subsection (b)(2), by striking ‘‘sub-1
840	840	sections (k)(5) and (q)’’ and inserting ‘‘sub-2
841	841	sections (k)(5), (q), and (aa)’’; 3
842	842	(C) in subsection (c)(2), by striking ‘‘sub-4
843	843	sections (k)(5) and (q)’’ and inserting ‘‘sub-5
844	844	sections (k)(5), (q), and (aa)’’; 6
845	845	(D) in subsection (d)(2), by adding at the 7
846	846	end the following: ‘‘This paragraph shall apply 8
847	847	subject to subsection (aa).’’; 9
848	848	(E) in subsection (e)(2)(A), by striking 10
849	849	‘‘subsection (k)(5), subsection (q), and subpara-11
850	850	graph (D) of this paragraph’’ and inserting 12
851	851	‘‘subsection (k)(5), subsection (q), subsection 13
852	852	(aa), and subparagraph (D) of this paragraph’’; 14
853	853	(F) in subsection (f)(2)(A), by striking 15
854	854	‘‘subsection (k)(5), subsection (q), and subpara-16
855	855	graph (D) of this paragraph’’ and inserting 17
856	856	‘‘subsection (k)(5), subsection (q), subsection 18
857	857	(aa), and subparagraph (D) of this paragraph’’; 19
858	858	(G) in subsection (g)(2), by striking 20
859	859	‘‘Such’’ and inserting ‘‘Except as provided in 21
860	860	subsections (k)(5) and (aa), such’’; 22
861	861	(H) in subsection (h)(2)(A), by inserting 23
862	862	‘‘and subsection (aa)’’ after ‘‘subparagraphs 24
863	863	(B) and (C)’’; and 25
864	864	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00026 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
865	865	kjohnson on DSK79L0C42PROD with BILLS 27
866	866	•HR 4583 IH
867	867	(2) Section 223(a)(2) of such Act (42 U.S.C. 1
868	868	423(a)(2)) is amended by striking ‘‘section 202(q)’’ 2
869	869	and inserting ‘‘sections 202(q) and 202(aa)’’. 3
870	870	(3) Section 209(k)(1) of such Act (42 U.S.C. 4
871	871	409(k)(1)) is amended by inserting 5
872	872	‘‘202(aa)(3)(C)(i)(II),’’ before ‘‘203(f)(8)(B)(ii)’’. 6
873	873	(c) E
874	874	FFECTIVEDATE.—The amendments made by 7
875	875	this section shall apply with respect to monthly insurance 8
876	876	benefits payable for months in calendar years 2025 9
877	877	through 2034. 10
878	878	SEC. 107. PROVIDING CAREGIVER CREDITS FOR SOCIAL SE-11
879	879	CURITY. 12
880	880	(a) I
881	881	NGENERAL.—Title II of the Social Security Act 13
882	882	is amended by adding after section 234 (42 U.S.C. 434) 14
883	883	the following new section: 15
884	884	‘‘
885	885	DEEMED WAGES FOR CAREGIVERS OF DEPENDENT 16
886	886	RELATIVES 17
887	887	‘‘S
888	888	EC. 235. (a) DEFINITIONS.—For purposes of this 18
889	889	section— 19
890	890	‘‘(1)(A) Subject to subparagraph (B), the term 20
891	891	‘qualifying year’ means, in connection with an indi-21
892	892	vidual, any calendar year during which such indi-22
893	893	vidual was engaged for not less than 960 hours in 23
894	894	providing care to a dependent relative without mone-24
895	895	tary compensation. 25
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898	898	•HR 4583 IH
899	899	‘‘(B) The term ‘qualifying year’ does not in-1
900	900	clude any year ending after the date on which such 2
901	901	individual attains retirement age (as defined in sec-3
902	902	tion 216(l)). 4
903	903	‘‘(2) The term ‘dependent relative’ means, in 5
904	904	connection with an individual— 6
905	905	‘‘(A) a child, grandchild, niece, or nephew 7
906	906	(of such individual or such individual’s spouse 8
907	907	or domestic partner), or a child to which the in-9
908	908	dividual or the individual’s spouse or domestic 10
909	909	partner is standing in loco parentis, who is 11
910	910	under the age of 12; or 12
911	911	‘‘(B) a child, grandchild, niece, or nephew 13
912	912	(of such individual or such individual’s spouse 14
913	913	or domestic partner), a child to which the indi-15
914	914	vidual or the individual’s spouse or domestic 16
915	915	partner is standing in loco parentis, a parent, 17
916	916	grandparent, sibling, aunt, or uncle (of such in-18
917	917	dividual or his or her spouse or domestic part-19
918	918	ner), or such individual’s spouse or domestic 20
919	919	partner, if such child, grandchild, niece, neph-21
920	920	ew, parent, grandparent, sibling, aunt, uncle, 22
921	921	spouse, or domestic partner is a chronically de-23
922	922	pendent individual. 24
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925	925	•HR 4583 IH
926	926	‘‘(3)(A) The term ‘chronically dependent indi-1
927	927	vidual’ means an individual who— 2
928	928	‘‘(i) is dependent on a daily basis on verbal 3
929	929	reminding, physical cueing, supervision, or 4
930	930	other assistance provided to the individual by 5
931	931	another person in the performance of at least 6
932	932	two of the activities of daily living (described in 7
933	933	subparagraph (B)) or instrumental activities of 8
934	934	daily living (described in subparagraph (C)); 9
935	935	and 10
936	936	‘‘(ii) without the assistance described in 11
937	937	clause (i), could not perform such activities of 12
938	938	daily living or instrumental activities of daily 13
939	939	living. 14
940	940	‘‘(B) The ‘activities of daily living’ referred to 15
941	941	in subparagraph (A) means basic personal everyday 16
942	942	activities, including— 17
943	943	‘‘(i) eating; 18
944	944	‘‘(ii) bathing; 19
945	945	‘‘(iii) dressing; 20
946	946	‘‘(iv) toileting; and 21
947	947	‘‘(v) transferring in and out of a bed or in 22
948	948	and out of a chair. 23
949	949	‘‘(C) The ‘instrumental activities of daily living’ 24
950	950	referred to in subparagraph (A) means activities re-25
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952	952	kjohnson on DSK79L0C42PROD with BILLS 30
953	953	•HR 4583 IH
954	954	lated to living independently in the community, in-1
955	955	cluding— 2
956	956	‘‘(i) meal planning and preparation; 3
957	957	‘‘(ii) managing finances; 4
958	958	‘‘(iii) shopping for food, clothing, or other 5
959	959	essential items; 6
960	960	‘‘(iv) performing essential household 7
961	961	chores; 8
962	962	‘‘(v) communicating by phone or other 9
963	963	form of media; and 10
964	964	‘‘(vi) traveling around and participating in 11
965	965	the community. 12
966	966	‘‘(b) D
967	967	EEMEDWAGES OFCAREGIVER.—(1)(A) For 13
968	968	purposes of determining entitlement to and the amount 14
969	969	of any monthly benefit for any month after December 15
970	970	2024, or entitlement to any lump-sum death payment in 16
971	971	the case of a death after such month, payable under this 17
972	972	title on the basis of the wages and self-employment income 18
973	973	of any individual, including for purposes of determining 19
974	974	such individual’s insured status for purposes of sections 20
975	975	214, 216(i)(3), and 223(c), such individual shall be 21
976	976	deemed to have been paid during each qualifying year (in 22
977	977	addition to wages or self-employment income actually paid 23
978	978	to or derived by such individual during such year) at an 24
979	979	amount per year equal to— 25
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982	982	•HR 4583 IH
983	983	‘‘(i) in the case of a qualifying year during 1
984	984	which no wages, self-employment income, or earn-2
985	985	ings from noncovered service were actually paid to 3
986	986	or derived by such individual, 50 percent of the na-4
987	987	tional average wage index (as defined in section 5
988	988	209(k)(1)) for the second calendar year preceding 6
989	989	such calendar year; and 7
990	990	‘‘(ii) in the case of any other qualifying year, 8
991	991	the excess of the amount determined under clause (i) 9
992	992	over
993	993	1
994	994	⁄2of the wages, self-employment income, and 10
995	995	earnings from noncovered service actually paid to or 11
996	996	derived by such individual during such year. 12
997	997	‘‘(B) In any case in which there are more than 5 13
998	998	qualifying years for an individual, the 5 qualifying years 14
999	999	taken into account for purposes of this section shall be 15
1000	1000	the 5 qualifying years (whether or not consecutive) which 16
1001	1001	result in the largest monthly benefits payable under this 17
1002	1002	title on the basis of the wages and self-employment income 18
1003	1003	of the individual for months after December 2024. 19
1004	1004	‘‘(C) For purposes of this paragraph, the term ‘earn-20
1005	1005	ings from noncovered service’ means earnings for service 21
1006	1006	which did not constitute ‘employment’ as defined in sec-22
1007	1007	tion 210 for purposes of this title. 23
1008	1008	‘‘(2) Paragraph (1) shall not be applicable in the case 24
1009	1009	of any monthly benefit or lump-sum death payment if a 25
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1011	1011	kjohnson on DSK79L0C42PROD with BILLS 32
1012	1012	•HR 4583 IH
1013	1013	larger such benefit or payment, as the case may be, would 1
1014	1014	be payable without its application. 2
1015	1015	‘‘(3) Any assistance or support services provided to 3
1016	1016	caregivers under section 1720G of title 38, United States 4
1017	1017	Code, shall not be considered wages or self-employment 5
1018	1018	income for the purposes of this section. 6
1019	1019	‘‘(c) R
1020	1020	ULES ANDREGULATIONS.—(1) Not later than 7
1021	1021	1 year after the date of the enactment of this section, the 8
1022	1022	Commissioner of Social Security shall promulgate such 9
1023	1023	regulations as are necessary to carry out this section and 10
1024	1024	to prevent fraud and abuse with respect to the benefits 11
1025	1025	under this section, including regulations establishing pro-12
1026	1026	cedures for the application and certification requirements 13
1027	1027	described in paragraph (2). 14
1028	1028	‘‘(2) A qualifying year shall not be taken into account 15
1029	1029	under this section with respect to an individual unless— 16
1030	1030	‘‘(A) the individual submits to the Commis-17
1031	1031	sioner of Social Security an application under this 18
1032	1032	section that includes— 19
1033	1033	‘‘(i) the name and identifying information 20
1034	1034	of the dependent relative with respect to whom 21
1035	1035	the individual was engaged in providing care 22
1036	1036	during such year; 23
1037	1037	‘‘(ii) if the dependent relative is not a child 24
1038	1038	under the age of 12, documentation from the 25
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1041	1041	•HR 4583 IH
1042	1042	physician of the dependent relative explaining 1
1043	1043	why the dependent relative is a chronically de-2
1044	1044	pendent individual; and 3
1045	1045	‘‘(iii) such other information as the Com-4
1046	1046	missioner may require to verify the status of 5
1047	1047	the dependent relative; and 6
1048	1048	‘‘(B) for every qualifying year that occurs after 7
1049	1049	the first qualifying year, the individual certifies, in 8
1050	1050	such form and manner as the Commissioner shall re-9
1051	1051	quire, that the information provided in the individ-10
1052	1052	ual’s application under this section has not 11
1053	1053	changed.’’. 12
1054	1054	(b) C
1055	1055	ONFORMINGAMENDMENT.—Section 209(k)(1) 13
1056	1056	of such Act (42 U.S.C. 409(k)(1)) is amended— 14
1057	1057	(1) by striking ‘‘and’’ before ‘‘230(b)(2)’’ the 15
1058	1058	first time it appears; and 16
1059	1059	(2) by inserting ‘‘and 235(b)(1)(A)(i),’’ after 17
1060	1060	‘‘1977),’’. 18
1061	1061	(c) E
1062	1062	FFECTIVEDATE.—The amendments made by 19
1063	1063	this section shall apply with respect to individuals who be-20
1064	1064	come eligible for monthly insurance benefits (or die before 21
1065	1065	becoming so eligible) after 2024 and before 2035, except 22
1066	1066	that such amendments shall not apply for purposes of de-23
1067	1067	termining continuing eligibility or monthly benefit 24
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1070	1070	•HR 4583 IH
1071	1071	amounts for monthly insurance benefits for any month 1
1072	1072	after calendar year 2034. 2
1073	1073	SEC. 108. ELIMINATING THE 5-MONTH WAITING PERIOD 3
1074	1074	FOR DISABILITY BENEFITS. 4
1075	1075	(a) I
1076	1076	NGENERAL.—Section 223(a) of the Social Secu-5
1077	1077	rity Act (42 U.S.C. 423(a)) is amended— 6
1078	1078	(1) in paragraph (1), in the matter following 7
1079	1079	subparagraph (E), by striking ‘‘(i) for each month’’ 8
1080	1080	and all that follows through ‘‘under such disability,’’ 9
1081	1081	and inserting ‘‘for each month beginning with the 10
1082	1082	first month during all of which the individual is 11
1083	1083	under a disability and in which the individual be-12
1084	1084	comes entitled to such insurance benefits’’; and 13
1085	1085	(2) in paragraph (2)— 14
1086	1086	(A) by striking ‘‘as though he had attained 15
1087	1087	age 62’’ and all that follows through ‘‘and as 16
1088	1088	though’’ and inserting ‘‘as though he had at-17
1089	1089	tained age 62 in the first month for which he 18
1090	1090	becomes entitled to such disability insurance 19
1091	1091	benefits, and as though’’; and 20
1092	1092	(B) by striking ‘‘in or before the first 21
1093	1093	month referred to in subparagraph (A) or (B) 22
1094	1094	of such sentence, as the case may be,’’ and in-23
1095	1095	serting ‘‘in or before such month,’’. 24
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1098	1098	•HR 4583 IH
1099	1099	(b) DISABLEDSURVIVINGSPOUSES.—Section 202 of 1
1100	1100	the Social Security Act (42 U.S.C. 402) is amended— 2
1101	1101	(1) in subsection (e)— 3
1102	1102	(A) in paragraph (1)— 4
1103	1103	(i) in subparagraph (C)(ii)(III), by 5
1104	1104	striking ‘‘paragraph (8)’’ and inserting 6
1105	1105	‘‘paragraph (6)’’; and 7
1106	1106	(ii) by striking ‘‘beginning with—’’ 8
1107	1107	and all that follows through ‘‘and ending’’ 9
1108	1108	and inserting ‘‘beginning with the first 10
1109	1109	month in which she becomes so entitled to 11
1110	1110	such insurance benefits and ending’’; and 12
1111	1111	(B) by striking paragraph (5) and redesig-13
1112	1112	nating paragraphs (6) through (8) as para-14
1113	1113	graphs (5) through (7), respectively; 15
1114	1114	(2) in subsection (f)— 16
1115	1115	(A) in paragraph (1)— 17
1116	1116	(i) in subparagraph (C)(ii)(III), by 18
1117	1117	striking ‘‘paragraph (8)’’ and inserting 19
1118	1118	‘‘paragraph (6)’’; and 20
1119	1119	(ii) by striking ‘‘beginning with—’’ 21
1120	1120	and all that follows through ‘‘and ending’’ 22
1121	1121	and inserting ‘‘beginning with the first 23
1122	1122	month in which he becomes so entitled to 24
1123	1123	such insurance benefits and ending’’; and 25
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1126	1126	•HR 4583 IH
1127	1127	(B) by striking paragraph (5) and redesig-1
1128	1128	nating paragraphs (6) through (8) as para-2
1129	1129	graphs (5) through (7), respectively. 3
1130	1130	(c) E
1131	1131	FFECTIVEDATE.—The amendments made by 4
1132	1132	this section shall apply with respect to any individual who 5
1133	1133	becomes entitled to monthly insurance benefits in any case 6
1134	1134	in which the period of disability during which the indi-7
1135	1135	vidual became so entitled begins in a month in calendar 8
1136	1136	years 2025 through 2034. 9
1137	1137	(d) S
1138	1138	PECIALRULES FORNONAPPLICATIONBEFORE 10
1139	1139	2025
1140	1140	ANDAFTER2034.— 11
1141	1141	(1) B
1142	1142	EFORE 2025.—In the case of any indi-12
1143	1143	vidual who would be in a waiting period (as defined 13
1144	1144	in section 223(c)(2) of the Social Security Act) as 14
1145	1145	of January 2024, the last month of such individual’s 15
1146	1146	waiting period shall be deemed to be December 16
1147	1147	2024. 17
1148	1148	(2) A
1149	1149	FTER 2034.—In the case of an individual 18
1150	1150	who would be in a waiting period (as so defined) as 19
1151	1151	of January 2035 but for the amendments made by 20
1152	1152	this section, such individual’s waiting period shall be 21
1153	1153	deemed— 22
1154	1154	(A) to begin with the month of January 23
1155	1155	2035; and 24
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1158	1158	•HR 4583 IH
1159	1159	(B) to consist of a number of months equal 1
1160	1160	to the difference of 5 minus the number of 2
1161	1161	months in the applicable period of disability of 3
1162	1162	the individual that elapsed during 2034. 4
1163	1163	SEC. 109. ESTABLISHING A GRADUAL OFFSET FOR DIS-5
1164	1164	ABILITY BENEFICIARIES WITH EARNINGS. 6
1165	1165	(a) E
1166	1166	LIMINATION OFTERMINATION OF BENEFITS 7
1167	1167	D
1168	1168	UE TOWORKACTIVITY.— 8
1169	1169	(1) D
1170	1170	ATE OF TERMINATION OF DISABILITY 9
1171	1171	BENEFITS; ELIMINATION OF EXTENDED PERIOD OF 10
1172	1172	ELIGIBILITY.—Section 223(a)(1) of the Social Secu-11
1173	1173	rity Act (42 U.S.C. 423(a)(1)) is amended, in the 12
1174	1174	matter following subparagraph (E), by striking ‘‘the 13
1175	1175	earlier of’’ and all that follows through ‘‘the 36 14
1176	1176	months following such period of trial work in which 15
1177	1177	he engages or is determined able to engage in sub-16
1178	1178	stantial gainful activity’’ and inserting ‘‘the third 17
1179	1179	month following the earliest month after the end of 18
1180	1180	such period of trial work with respect to which such 19
1181	1181	individual is determined to no longer be suffering 20
1182	1182	from a disabling physical or mental impairment’’. 21
1183	1183	(2) D
1184	1184	ATE OF TERMINATION OF CHILD ’S BENE-22
1185	1185	FITS.—Section 202(d)(1)(G)(i) of such Act (42 23
1186	1186	U.S.C. 402(d)(1)(G)(i)) is amended by striking ‘‘the 24
1187	1187	earlier of’’ and all that follows through ‘‘substantial 25
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1190	1190	•HR 4583 IH
1191	1191	gainful activity),’’ and inserting ‘‘the third month 1
1192	1192	following the earliest month after the end of such 2
1193	1193	period of trial work with respect to which such indi-3
1194	1194	vidual is determined to no longer be suffering from 4
1195	1195	a disabling physical or mental impairment,’’. 5
1196	1196	(3) D
1197	1197	ATE OF TERMINATION OF WIDOW ’S AND 6
1198	1198	WIDOWER’S BENEFITS.—Subsections (e)(1) and 7
1199	1199	(f)(1) of section 202 of such Act (42 U.S.C. 402) 8
1200	1200	are each amended, in the matter following subpara-9
1201	1201	graph (E), by striking ‘‘the earlier of’’ and all that 10
1202	1202	follows through the end of the paragraph and insert-11
1203	1203	ing ‘‘the third month following the earliest month 12
1204	1204	after the end of such period of trial work with re-13
1205	1205	spect to which such individual is determined to no 14
1206	1206	longer be suffering from a disabling physical or men-15
1207	1207	tal impairment.’’. 16
1208	1208	(4) E
1209	1209	LIMINATION OF WORK -RELATED TERMI-17
1210	1210	NATION OF HOSPITAL INSURANCE BENEFITS .—Sec-18
1211	1211	tion 226(b) of such Act (42 U.S.C. 426(b)) is 19
1212	1212	amended, in the matter following paragraph (2), by 20
1213	1213	striking ‘‘For purposes of this subsection’’ and all 21
1214	1214	that follows through the end. 22
1215	1215	(5) C
1216	1216	ONFORMING AMENDMENT RELATED TO 23
1217	1217	EXPEDITED REINSTATEMENT .—Section 223 of such 24
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1220	1220	•HR 4583 IH
1221	1221	Act (42 U.S.C. 423) is amended by striking sub-1
1222	1222	section (i). 2
1223	1223	(b) B
1224	1224	ENEFITREDUCTIONBASED ONEARNINGSDE-3
1225	1225	RIVEDFROMSERVICES.— 4
1226	1226	(1) I
1227	1227	N GENERAL.—Section 223(e) of such Act 5
1228	1228	(42 U.S.C. 423(e)) is amended to read as follows: 6
1229	1229	‘‘(e)(1) Any benefit otherwise payable to an individual 7
1230	1230	for a month under subsection (d)(1)(B)(ii), (d)(6)(A)(ii), 8
1231	1231	(d)(6)(B), (e)(1)(B)(ii), or (f)(1)(B)(ii) of section 202 or 9
1232	1232	under subsection (a)(1) of this section shall be reduced 10
1233	1233	by $1 for each $2 by which the individual’s earnings de-11
1234	1234	rived from services for such month exceeds the amount 12
1235	1235	specified in paragraph (2) with respect to such month, ex-13
1236	1236	cept that— 14
1237	1237	‘‘(A) in the case of an individual who has a pe-15
1238	1238	riod of trial work (as defined in section 222(c)), no 16
1239	1239	reduction may be applied to any benefit of such indi-17
1240	1240	vidual under this title for any month prior to the 18
1241	1241	third month after the end of the individual’s period 19
1242	1242	of trial work; and 20
1243	1243	‘‘(B) such benefit may not be reduced below $0. 21
1244	1244	‘‘(2) The amount specified in this paragraph with re-22
1245	1245	spect to a month shall be the amount of monthly earnings 23
1246	1246	derived from services established by the Commissioner 24
1247	1247	(under regulations issued pursuant to section 25
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1250	1250	•HR 4583 IH
1251	1251	223(d)(4)(A)) to represent substantial gainful activity in 1
1252	1252	the case of a blind individual for such month. 2
1253	1253	‘‘(3) In the case of a benefit otherwise payable to an 3
1254	1254	individual for a month under section 202 on the basis of 4
1255	1255	the wages and self-employment income of an individual 5
1256	1256	whose benefit is reduced pursuant to paragraph (1), such 6
1257	1257	benefit shall be reduced for such month by the same pro-7
1258	1258	portion as the reduction made pursuant to paragraph 8
1259	1259	(1).’’. 9
1260	1260	(2) C
1261	1261	ONFORMING AMENDMENT .—Section 10
1262	1262	223(a)(2) of such Act (42 U.S.C. 423(a)(2)) is 11
1263	1263	amended by striking ‘‘and section 215(b)(2)(A)(ii)’’ 12
1264	1264	and inserting ‘‘, section 215(b)(2)(A)(ii), and sub-13
1265	1265	section (e) of this section’’. 14
1266	1266	(c) T
1267	1267	ICKET TOWORKEMPLOYMENTNETWORKS.— 15
1268	1268	Section 1148(h)(5) of such Act (42 U.S.C. 1320b– 16
1269	1269	19(h)(5)) is amended by redesignating subparagraph (C) 17
1270	1270	as subparagraph (D) and inserting: 18
1271	1271	‘‘(C) The Commissioner may alter require-19
1272	1272	ments to receive a payment under this section 20
1273	1273	to the extent that the Commissioner determines 21
1274	1274	that altering such requirements is necessary to 22
1275	1275	ensure that sufficient employment networks are 23
1276	1276	available and that each beneficiary receiving 24
1277	1277	services under the Program has reasonable ac-25
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1280	1280	•HR 4583 IH
1281	1281	cess to employment services, vocational rehabili-1
1282	1282	tation services, and other support services.’’. 2
1283	1283	(d) E
1284	1284	FFECTIVEDATE.—The amendments made by 3
1285	1285	this section shall apply with respect to months in calendar 4
1286	1286	years 2025 through 2034. 5
1287	1287	SEC. 110. REPEALING THE GOVERNMENT PENSION OFFSET 6
1288	1288	AND WINDFALL ELIMINATION PROVISIONS. 7
1289	1289	(a) R
1290	1290	EPEAL OFGOVERNMENT PENSIONOFFSET 8
1291	1291	P
1292	1292	ROVISION.— 9
1293	1293	(1) I
1294	1294	N GENERAL.—Section 202(k) of the Social 10
1295	1295	Security Act (42 U.S.C. 402(k)) is amended by 11
1296	1296	striking paragraph (5). 12
1297	1297	(2) C
1298	1298	ONFORMING AMENDMENTS .— 13
1299	1299	(A) Section 202(b)(2) of the Social Secu-14
1300	1300	rity Act (42 U.S.C. 402(b)(2)) is amended by 15
1301	1301	striking ‘‘subsections (k)(5) and (q)’’ and in-16
1302	1302	serting ‘‘subsection (q)’’. 17
1303	1303	(B) Section 202(c)(2) of such Act (42 18
1304	1304	U.S.C. 402(c)(2)) is amended by striking ‘‘sub-19
1305	1305	sections (k)(5) and (q)’’ and inserting ‘‘sub-20
1306	1306	section (q)’’. 21
1307	1307	(C) Section 202(e)(2)(A) of such Act (42 22
1308	1308	U.S.C. 402(e)(2)(A)) is amended by striking 23
1309	1309	‘‘subsection (k)(5), subsection (q),’’ and insert-24
1310	1310	ing ‘‘subsection (q)’’. 25
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1313	1313	•HR 4583 IH
1314	1314	(D) Section 202(f)(2)(A) of such Act (42 1
1315	1315	U.S.C. 402(f)(2)(A)) is amended by striking 2
1316	1316	‘‘subsection (k)(5), subsection (q)’’ and insert-3
1317	1317	ing ‘‘subsection (q)’’. 4
1318	1318	(b) R
1319	1319	EPEAL OFWINDFALLELIMINATIONPROVI-5
1320	1320	SIONS.— 6
1321	1321	(1) I
1322	1322	N GENERAL.—Section 215 of the Social 7
1323	1323	Security Act (42 U.S.C. 415) is amended— 8
1324	1324	(A) in subsection (a), by striking para-9
1325	1325	graph (7); 10
1326	1326	(B) in subsection (d), by striking para-11
1327	1327	graph (3); and 12
1328	1328	(C) in subsection (f), by striking para-13
1329	1329	graph (9). 14
1330	1330	(2) C
1331	1331	ONFORMING AMENDMENTS .—Subsections 15
1332	1332	(e)(2) and (f)(2) of section 202 of such Act (42 16
1333	1333	U.S.C. 402) are each amended by striking ‘‘section 17
1334	1334	215(f)(5), 215(f)(6), or 215(f)(9)(B)’’ in subpara-18
1335	1335	graphs (C) and (D)(i) and inserting ‘‘paragraph (5) 19
1336	1336	or (6) of section 215(f)’’. 20
1337	1337	(c) E
1338	1338	FFECTIVEDATE.— 21
1339	1339	(1) I
1340	1340	N GENERAL.—The amendments made by 22
1341	1341	this section shall apply with respect to monthly in-23
1342	1342	surance benefits payable for months in calendar 24
1343	1343	years 2025 through 2034. 25
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1346	1346	•HR 4583 IH
1347	1347	(2) RECOMPUTATION OF PRIMARY INSURANCE 1
1348	1348	AMOUNTS.—Notwithstanding section 215(f) of the 2
1349	1349	Social Security Act, the Commissioner of Social Se-3
1350	1350	curity shall recompute primary insurance amounts 4
1351	1351	to the extent necessary— 5
1352	1352	(A) to carry out the amendments made by 6
1353	1353	this section; and 7
1354	1354	(B) to account for the nonapplication of 8
1355	1355	such amendments after calendar year 2034 9
1356	1356	such that each individual’s monthly insurance 10
1357	1357	benefit for a month after 2034 shall be equal 11
1358	1358	to the monthly insurance benefit that such indi-12
1359	1359	vidual would have received for such month if 13
1360	1360	the amendments made under this section had 14
1361	1361	not been made. 15
1362	1362	SEC. 111. EXTENDING THE CHILD’S BENEFIT FOR POST- 16
1363	1363	SECONDARY SCHOOL STUDENTS UNDER AGE 17
1364	1364	26. 18
1365	1365	(a) I
1366	1366	NGENERAL.—Section 202(d)(1)(B) of the So-19
1367	1367	cial Security Act (42 U.S.C. 402(d)(1)(B)) is amended to 20
1368	1368	read as follows: 21
1369	1369	‘‘(B) at the time such application was filed 22
1370	1370	was unmarried and— 23
1371	1371	‘‘(i) had not attained the age of 18, 24
1372	1372	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00043 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1374	1374	•HR 4583 IH
1375	1375	‘‘(ii) was a full-time elementary or 1
1376	1376	secondary school student and had not at-2
1377	1377	tained the age of 22, 3
1378	1378	‘‘(iii) was a qualifying post-secondary 4
1379	1379	school student and had not attained the 5
1380	1380	age of 26, or 6
1381	1381	‘‘(iv) is under a disability (as defined 7
1382	1382	in section 223(d)) which began before he 8
1383	1383	attained the age of 22, and’’. 9
1384	1384	(b) D
1385	1385	EFINITION OFQUALIFYINGPOST-SECONDARY 10
1386	1386	S
1387	1387	CHOOLSTUDENT.— 11
1388	1388	(1) I
1389	1389	N GENERAL.—Section 202(d)(7) of such 12
1390	1390	Act (42 U.S.C. 402(d)(7)) is amended— 13
1391	1391	(A) in subparagraph (A)— 14
1392	1392	(i) by inserting ‘‘and a ‘qualifying 15
1393	1393	post-secondary school student’ is an indi-16
1394	1394	vidual who is in at least half-time attend-17
1395	1395	ance as a student at a post-secondary edu-18
1396	1396	cational institution’’ before ‘‘, as deter-19
1397	1397	mined by the Commissioner’’; 20
1398	1398	(ii) by inserting ‘‘or a ‘qualifying post- 21
1399	1399	secondary school student’’’ before ‘‘if he is 22
1400	1400	paid by his employer’’; 23
1401	1401	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00044 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1403	1403	•HR 4583 IH
1404	1404	(iii) by inserting ‘‘or a post-secondary 1
1405	1405	educational institution, as applicable,’’ be-2
1406	1406	fore ‘‘at the request’’; 3
1407	1407	(iv) by inserting ‘‘or a ‘qualifying 4
1408	1408	post-secondary school student’’’ before 5
1409	1409	‘‘for the purpose of this section’’; and 6
1410	1410	(v) by inserting ‘‘or a qualifying post- 7
1411	1411	secondary school student’’ before ‘‘shall be 8
1412	1412	deemed’’; and 9
1413	1413	(B) in subparagraph (B)— 10
1414	1414	(i) by inserting ‘‘or a qualifying post- 11
1415	1415	secondary school student’’ before ‘‘during 12
1416	1416	any period’’; 13
1417	1417	(ii) by inserting ‘‘or, in the case of a 14
1418	1418	qualifying post-secondary school student, 15
1419	1419	any period of nonattendance at a post-sec-16
1420	1420	ondary educational institution at which the 17
1421	1421	individual has been in at least half-time at-18
1422	1422	tendance’’ after ‘‘full-time attendance’’; 19
1423	1423	and 20
1424	1424	(iii) inserting ‘‘or, in the case of a 21
1425	1425	qualifying post-secondary school student, 22
1426	1426	in at least half-time attendance at a post- 23
1427	1427	secondary educational institution’’ before 24
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1430	1430	•HR 4583 IH
1431	1431	‘‘immediately following such period’’ each 1
1432	1432	place it appears. 2
1433	1433	(2) T
1434	1434	RANSITION FROM ELEMENTARY OR SEC -3
1435	1435	ONDARY SCHOOL.—Section 202(d)(7)(B) of such Act 4
1436	1436	(42 U.S.C. 402(d)(7)(B)) is amended by adding at 5
1437	1437	the end the following sentence: ‘‘An individual who 6
1438	1438	has been in full-time attendance at an elementary or 7
1439	1439	secondary school shall, during a succeeding period of 8
1440	1440	nonattendance at such school, be deemed to be a 9
1441	1441	qualifying post-secondary school student if (i) such 10
1442	1442	period is 4 calendar months or less, and (ii) the indi-11
1443	1443	vidual shows to the satisfaction of the Commissioner 12
1444	1444	that he intends to be in at least half-time attendance 13
1445	1445	at a post-secondary educational institution imme-14
1446	1446	diately following such period.’’. 15
1447	1447	(c) D
1448	1448	EFINITION OFPOST-SECONDARYEDUCATIONAL 16
1449	1449	I
1450	1450	NSTITUTION.—Section 202(d)(7)(C) of such Act (42 17
1451	1451	U.S.C. 402(d)(7)(C)) is amended by adding at the end the 18
1452	1452	following: 19
1453	1453	‘‘(iii) A ‘post-secondary educational 20
1454	1454	institution’ is an institution described in 21
1455	1455	section 102 of the Higher Education Act 22
1456	1456	of 1965 (20 U.S.C. 1002).’’. 23
1457	1457	(d) C
1458	1458	ONFORMINGAMENDMENTS.— 24
1459	1459	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00046 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1461	1461	•HR 4583 IH
1462	1462	(1) Section 202(d)(1)(E) of such Act (42 1
1463	1463	U.S.C. 402(d)(1)(E)) is amended by inserting ‘‘or a 2
1464	1464	qualifying post-secondary school student’’ after ‘‘stu-3
1465	1465	dent’’. 4
1466	1466	(2) Section 202(d)(1)(F) of such Act (42 5
1467	1467	U.S.C. 402(d)(1)(F)) is amended by striking ‘‘the 6
1468	1468	earlier of—’’ and all that follows through ‘‘the age 7
1469	1469	of 19,’’ and inserting the following: ‘‘the earlier of— 8
1470	1470	‘‘(i) the first month during no part of 9
1471	1471	which the child is a full-time elementary or 10
1472	1472	secondary school student or a qualifying 11
1473	1473	post-secondary school student, 12
1474	1474	‘‘(ii) the month in which the child at-13
1475	1475	tains the age of 22, but only if the child 14
1476	1476	is not a qualifying post-secondary school 15
1477	1477	student during any part of such month, or 16
1478	1478	‘‘(iii) the month in which the child at-17
1479	1479	tains the age of 26,’’. 18
1480	1480	(3) Section 202(d)(1)(G) of such Act (42 19
1481	1481	U.S.C. 402(d)(1)(G)) is amended by striking ‘‘(if 20
1482	1482	later)’’ and all that follows through the ‘‘the age of 21
1483	1483	19,’’ and inserting the following: ‘‘(if later) the ear-22
1484	1484	lier of— 23
1485	1485	‘‘(i) the first month during no part of 24
1486	1486	which the child is a full-time elementary or 25
1487	1487	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00047 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1489	1489	•HR 4583 IH
1490	1490	secondary school student or a qualifying 1
1491	1491	post-secondary school student, 2
1492	1492	‘‘(ii) the month in which the child at-3
1493	1493	tains the age of 22, but only if the child 4
1494	1494	is not a qualifying post-secondary school 5
1495	1495	student during any part of such month, or 6
1496	1496	‘‘(iii) the month in which the child at-7
1497	1497	tains the age of 26,’’. 8
1498	1498	(4) Section 202(d)(6)(A) of such Act (42 9
1499	1499	U.S.C. 402(d)(6)(A)) is amended to read as follows: 10
1500	1500	‘‘(A)(i) is a full-time elementary or sec-11
1501	1501	ondary school student and has not attained the 12
1502	1502	age of 22, 13
1503	1503	‘‘(ii) is a qualifying post-secondary school 14
1504	1504	student and has not attained the age of 26, or 15
1505	1505	‘‘(iii) is under a disability (as defined in 16
1506	1506	section 223(d)) and has not attained the age of 17
1507	1507	22, or’’. 18
1508	1508	(5) Section 202(d)(6)(D) of such Act (42 19
1509	1509	U.S.C. 402(d)(6)(D)) is amended to read as follows: 20
1510	1510	‘‘(D) the earlier of— 21
1511	1511	‘‘(i) the first month during no part of 22
1512	1512	which the child is a full-time elementary or 23
1513	1513	secondary school student or a qualifying 24
1514	1514	post-secondary school student, 25
1515	1515	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00048 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1518	1518	‘‘(ii) the month in which the child at-1
1519	1519	tains the age of 22, but only if the child 2
1520	1520	is not a qualifying post-secondary school 3
1521	1521	student during any part of such month, or 4
1522	1522	‘‘(iii) the month in which the child at-5
1523	1523	tains the age of 26, 6
1524	1524	but only if he is not under a disability (as so 7
1525	1525	defined) in such earlier month; or’’. 8
1526	1526	(6) Section 202(d)(6)(E) of such Act (42 9
1527	1527	U.S.C. 402(d)(6)(E)) is amended by striking ‘‘(if 10
1528	1528	later)’’ and all that follows to the end and inserting 11
1529	1529	the following: ‘‘(if later) the earlier of— 12
1530	1530	‘‘(i) the first month during no part of 13
1531	1531	which the child is a full-time elementary or 14
1532	1532	secondary school student or a qualifying 15
1533	1533	post-secondary school student, 16
1534	1534	‘‘(ii) the month in which the child at-17
1535	1535	tains the age of 22, but only if the child 18
1536	1536	is not a qualifying post-secondary school 19
1537	1537	student during any part of such month, or 20
1538	1538	‘‘(iii) the month in which the child at-21
1539	1539	tains the age of 26.’’. 22
1540	1540	(7) Section 202(d)(7)(D) of such Act (42 23
1541	1541	U.S.C. 402(d)(7)(D)) is amended— 24
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1544	1544	•HR 4583 IH
1545	1545	(A) by striking ‘‘A child who’’ and insert-1
1546	1546	ing ‘‘(i) A child who’’; 2
1547	1547	(B) by striking ‘‘age 19’’ and inserting 3
1548	1548	‘‘age 22’’; 4
1549	1549	(C) by striking ‘‘clause (i) of paragraph 5
1550	1550	(1)(B)’’ and inserting ‘‘clause (ii) of paragraph 6
1551	1551	(1)(B)’’; and 7
1552	1552	(D) by adding at the end the following: 8
1553	1553	‘‘(ii) A child who attains age 26 at a time 9
1554	1554	when he is a qualifying post-secondary school 10
1555	1555	student (as defined in subparagraph (A) of this 11
1556	1556	paragraph and without application of subpara-12
1557	1557	graph (B) of such paragraph) but has not (at 13
1558	1558	such time) completed the requirements for, or 14
1559	1559	received, a diploma or equivalent certificate 15
1560	1560	from a post-secondary educational institution 16
1561	1561	(as defined in subparagraph (C)(iii)) shall be 17
1562	1562	deemed (for purposes of determining whether 18
1563	1563	his entitlement to benefits under this subsection 19
1564	1564	has terminated under paragraph (1)(F) and for 20
1565	1565	purposes of determining his initial entitlement 21
1566	1566	to such benefits under clause (iii) of paragraph 22
1567	1567	(1)(B)) not to have attained such age until the 23
1568	1568	first day of the first month following the end of 24
1569	1569	the quarter or semester in which he is enrolled 25
1570	1570	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00050 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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1572	1572	•HR 4583 IH
1573	1573	at such time (or, if the post-secondary edu-1
1574	1574	cational institution (as so defined) in which he 2
1575	1575	is enrolled is not operated on a quarter or se-3
1576	1576	mester system, until the first day of the first 4
1577	1577	month following the completion of the course in 5
1578	1578	which he is so enrolled or until the first day of 6
1579	1579	the third month beginning after such time, 7
1580	1580	whichever first occurs).’’. 8
1581	1581	(e) E
1582	1582	FFECTIVEDATE.—The amendments made by 9
1583	1583	this section shall apply with respect to child’s insurance 10
1584	1584	benefits payable for months in calendar years 2025 11
1585	1585	through 2034, including for individuals who file applica-12
1586	1586	tions for such benefits to begin with any such month, ex-13
1587	1587	cept that such amendments shall not apply for purposes 14
1588	1588	of determining continuing eligibility for child’s insurance 15
1589	1589	benefits for any month after calendar year 2034. 16
1590	1590	SEC. 112. INCREASING ACCESS TO BENEFITS FOR CHIL-17
1591	1591	DREN WHO LIVE WITH GRANDPARENTS OR 18
1592	1592	OTHER RELATIVES. 19
1593	1593	(a) I
1594	1594	NGENERAL.—Title II of the Social Security Act 20
1595	1595	(42 U.S.C. 401 et seq.) is amended— 21
1596	1596	(1) in section 202(d)— 22
1597	1597	(A) in paragraph (1)(C), by inserting ‘‘ex-23
1598	1598	cept as provided in paragraph (9),’’ before ‘‘was 24
1599	1599	dependent’’; and 25
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1602	1602	•HR 4583 IH
1603	1603	(B) by amending paragraph (9) to read as 1
1604	1604	follows: 2
1605	1605	‘‘(9)(A) In the case of a child who is the child of an 3
1606	1606	individual under clause (3) of the first sentence of section 4
1607	1607	216(e) and is not a child of such individual under clause 5
1608	1608	(1) or (2) of such first sentence, the criteria specified in 6
1609	1609	subparagraph (B) shall apply instead of the criteria speci-7
1610	1610	fied in subparagraph (C) of paragraph (1). 8
1611	1611	‘‘(B) The criteria of this subparagraph are that— 9
1612	1612	‘‘(i) the child has been living with such indi-10
1613	1613	vidual in the United States for a period of not less 11
1614	1614	than 12 months; 12
1615	1615	‘‘(ii) the child has been receiving not less than 13
1616	1616	1
1617	1617	⁄2of the child’s support from such individual for a 14
1618	1618	period of not less than 12 months; and 15
1619	1619	‘‘(iii) the period during which the child was liv-16
1620	1620	ing with such individual began before the child at-17
1621	1621	tained age 18. 18
1622	1622	‘‘(C) In the case of a child who is less than 12 months 19
1623	1623	old, such child shall be deemed to meet the requirements 20
1624	1624	of subparagraph (B) if, on the date the child attains 1 21
1625	1625	year of age, such child has lived with such individual in 22
1626	1626	the United States and received at least
1627	1627	1
1628	1628	⁄2of the child’s 23
1629	1629	support from such individual for substantially all of the 24
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1632	1632	•HR 4583 IH
1633	1633	period which began on the date of such child’s birth.’’; 1
1634	1634	and 2
1635	1635	(2) in section 216(e), in the first sentence— 3
1636	1636	(A) by striking ‘‘grandchild or 4
1637	1637	stepgrandchild of an individual or his spouse’’ 5
1638	1638	and inserting ‘‘grandchild, stepgrandchild, or 6
1639	1639	other first-degree, second-degree, third-degree, 7
1640	1640	fourth-degree, or fifth-degree relative of an indi-8
1641	1641	vidual or the individual’s spouse’’; 9
1642	1642	(B) by striking ‘‘was no natural or adop-10
1643	1643	tive parent’’ and inserting ‘‘is no living natural 11
1644	1644	or adoptive parent’’; 12
1645	1645	(C) by striking ‘‘was under a disability’’ 13
1646	1646	and inserting ‘‘is under a disability’’; 14
1647	1647	(D) by striking ‘‘living at the time’’ and all 15
1648	1648	that follows through ‘‘, or (B)’’ and inserting ‘‘, 16
1649	1649	(B)’’; and 17
1650	1650	(E) by inserting ‘‘, or (C) a court of com-18
1651	1651	petent jurisdiction has issued an order granting 19
1652	1652	custody of such person to the individual or the 20
1653	1653	individual’s spouse’’ before the first period. 21
1654	1654	(b) C
1655	1655	ONFORMINGAMENDMENTS.—Section 202(d)(1) 22
1656	1656	of the Social Security Act (42 U.S.C. 402(d)(1)) is amend-23
1657	1657	ed— 24
1658	1658	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00053 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1659	1659	kjohnson on DSK79L0C42PROD with BILLS 54
1660	1660	•HR 4583 IH
1661	1661	(1) by striking ‘‘subparagraphs (A), (B), and 1
1662	1662	(C)’’ and inserting ‘‘subparagraphs (A) and (B) and 2
1663	1663	subparagraph (C) or paragraph (9) (as applicable)’’; 3
1664	1664	and 4
1665	1665	(2) by striking ‘‘subparagraphs (B) and (C)’’ 5
1666	1666	and inserting ‘‘subparagraph (B) and subparagraph 6
1667	1667	(C) or paragraph (9) (as applicable)’’. 7
1668	1668	(c) E
1669	1669	FFECTIVEDATE.—The amendments made by 8
1670	1670	this section shall apply with respect to monthly insurance 9
1671	1671	benefits payable for months in calendar years 2025 10
1672	1672	through 2034, including for individuals who file applica-11
1673	1673	tions for such benefits to begin with any such month, ex-12
1674	1674	cept that such amendments shall not apply for purposes 13
1675	1675	of determining continuing eligibility for monthly insurance 14
1676	1676	benefits for any month after calendar year 2034. 15
1677	1677	SEC. 113. PREVENTING AN UNINTENDED DROP IN BENE-16
1678	1678	FITS RELATING TO THE APPLICATION OF 17
1679	1679	THE NATIONAL AVERAGE WAGE INDEX. 18
1680	1680	(a) M
1681	1681	ODIFICATIONSRELATED TOCOMPUTATION OF 19
1682	1682	P
1683	1683	RIMARYINSURANCEAMOUNT.—Section 215 of the So-20
1684	1684	cial Security Act (42 U.S.C. 415) is amended— 21
1685	1685	(1) in subsection (a)(1)(B)(ii)— 22
1686	1686	(A) in subclause (I)— 23
1687	1687	(i) by striking ‘‘the national’’ and in-24
1688	1688	serting ‘‘(aa) the national’’; and 25
1689	1689	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00054 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1690	1690	kjohnson on DSK79L0C42PROD with BILLS 55
1691	1691	•HR 4583 IH
1692	1692	(ii) by striking ‘‘, by’’ at the end and 1
1693	1693	inserting ‘‘; or’’; and 2
1694	1694	(B) by adding at the end of subclause (I) 3
1695	1695	the following: 4
1696	1696	‘‘(bb) if higher (and if such second 5
1697	1697	calendar year is after 2024), the highest 6
1698	1698	national average wage index (as so de-7
1699	1699	fined) for any calendar year before such 8
1700	1700	second calendar year, by’’; and 9
1701	1701	(2) in subsection (b)(3)(A)(ii)— 10
1702	1702	(A) in subclause (I)— 11
1703	1703	(i) by striking ‘‘the national’’ and in-12
1704	1704	serting ‘‘(aa) the national’’; and 13
1705	1705	(ii) by striking ‘‘, by’’ at the end and 14
1706	1706	inserting ‘‘; or’’; and 15
1707	1707	(B) by adding at the end of subclause (I) 16
1708	1708	the following: 17
1709	1709	‘‘(bb) if higher (and if such second 18
1710	1710	calendar year is after 2024), the highest 19
1711	1711	national average wage index (as so de-20
1712	1712	fined) for any calendar year before such 21
1713	1713	second calendar year, by’’. 22
1714	1714	(b) M
1715	1715	ODIFICATIONRELATED TO REDUCTION OF 23
1716	1716	B
1717	1717	ENEFITS BASED ON DISABILITY.—Section 24
1718	1718	224(f)(2)(B)(i) of such Act (42 U.S.C. 424(f)(2)(B)(i)) is 25
1719	1719	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00055 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1720	1720	kjohnson on DSK79L0C42PROD with BILLS 56
1721	1721	•HR 4583 IH
1722	1722	amended by inserting ‘‘(or if higher (and if such calendar 1
1723	1723	year is after 2024), the highest national average wage 2
1724	1724	index (as so defined) for any calendar year before such 3
1725	1725	calendar year)’’ after ‘‘made’’. 4
1726	1726	SEC. 114. HOLDING SSI, MEDICAID, AND CHIP BENE-5
1727	1727	FICIARIES HARMLESS. 6
1728	1728	(a) SSI, M
1729	1729	EDICAID, ANDCHIP DETERMINATIONS.— 7
1730	1730	For purposes of determining the income of an individual 8
1731	1731	to establish eligibility for, and the amount of, benefits pay-9
1732	1732	able under title XVI of the Social Security Act, eligibility 10
1733	1733	for medical assistance under the State plan under title 11
1734	1734	XIX (or a waiver of such plan), or eligibility for child 12
1735	1735	health assistance under the State child health plan under 13
1736	1736	title XXI (or a waiver of the plan), the amount of any 14
1737	1737	benefit to which the individual is entitled under title II 15
1738	1738	of such Act shall be deemed not to exceed the amount of 16
1739	1739	the benefit that would have been determined for such indi-17
1740	1740	vidual under such title if the amendments made by title 18
1741	1741	I of this Act had not been made. 19
1742	1742	(b) C
1743	1743	ONFORMINGCHANGEREGARDINGCERTAINRE-20
1744	1744	ENTITLEMENTS.—For purposes of determining the pri-21
1745	1745	mary insurance amount under section 215(a)(2)(C) for 22
1746	1746	months after December 2034, the amount of any primary 23
1747	1747	insurance benefit to which the individual was entitled for 24
1748	1748	months in calendar years 2025 through 2034 under title 25
1749	1749	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00056 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1750	1750	kjohnson on DSK79L0C42PROD with BILLS 57
1751	1751	•HR 4583 IH
1752	1752	II of the Social Security Act shall be deemed to not exceed 1
1753	1753	the primary insurance amounts that would have been de-2
1754	1754	termined for such months without regard to the amend-3
1755	1755	ments made by this Act. 4
1756	1756	TITLE II—STRENGTHENING THE 5
1757	1757	TRUST FUND 6
1758	1758	SEC. 201. DETERMINING WAGES AND SELF-EMPLOYMENT 7
1759	1759	INCOME ABOVE CONTRIBUTION AND BEN-8
1760	1760	EFIT BASE AFTER 2024. 9
1761	1761	(a) D
1762	1762	ETERMINATION OF WAGESABOVECONTRIBU-10
1763	1763	TION ANDBENEFITBASEAFTER2024.— 11
1764	1764	(1) A
1765	1765	MENDMENTS TO THE INTERNAL REVENUE 12
1766	1766	CODE OF 1986.— 13
1767	1767	(A) R
1768	1768	EPEAL OF PRESENT LAW LIMITA -14
1769	1769	TION.—Section 3121(a) of the Internal Revenue 15
1770	1770	Code of 1986 is amended by striking paragraph 16
1771	1771	(1). 17
1772	1772	(B) L
1773	1773	IMITATION ON AMOUNT OF WAGES .— 18
1774	1774	Section 3121 of the Internal Revenue Code of 19
1775	1775	1986 is amended by adding at the end the fol-20
1776	1776	lowing: 21
1777	1777	‘‘(aa) L
1778	1778	IMITATION ONAMOUNT OFWAGES.— 22
1779	1779	‘‘(1) I
1780	1780	N GENERAL.—In the case of any calendar 23
1781	1781	year in which the contribution and benefit base (as 24
1782	1782	determined under section 230 of the Social Security 25
1783	1783	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00057 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1784	1784	kjohnson on DSK79L0C42PROD with BILLS 58
1785	1785	•HR 4583 IH
1786	1786	Act) is less than $400,000, for purposes of the taxes 1
1787	1787	imposed by sections 3101(a) and 3111(a), the term 2
1788	1788	‘wages’ does not include that part of the remunera-3
1789	1789	tion which, after remuneration equal to such con-4
1790	1790	tribution and benefit base with respect to employ-5
1791	1791	ment has been paid to an individual by an employer 6
1792	1792	during the calendar year with respect to which such 7
1793	1793	contribution and benefit base is effective, is paid to 8
1794	1794	such individual by such employer during the cal-9
1795	1795	endar year. The preceding sentence shall not apply 10
1796	1796	to that part of the remuneration paid to an indi-11
1797	1797	vidual after remuneration of $400,000 with respect 12
1798	1798	to employment has been paid to such individual by 13
1799	1799	an employer (or any person related to, or acting on 14
1800	1800	behalf of, such employer, as determined by the Sec-15
1801	1801	retary) during the calendar year. 16
1802	1802	‘‘(2) S
1803	1803	UCCESSOR EMPLOYER .—If an employer 17
1804	1804	(hereinafter referred to as successor employer) dur-18
1805	1805	ing any calendar year, acquires substantially all the 19
1806	1806	property used in a trade or business of another em-20
1807	1807	ployer (hereinafter referred to as a predecessor), or 21
1808	1808	used in a separate unit of a trade or business of a 22
1809	1809	predecessor, and immediately after the acquisition 23
1810	1810	employs in his trade or business an individual who 24
1811	1811	immediately prior to the acquisition was employed in 25
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1813	1813	kjohnson on DSK79L0C42PROD with BILLS 59
1814	1814	•HR 4583 IH
1815	1815	the trade or business of such predecessor, then, for 1
1816	1816	the purpose of determining whether the successor 2
1817	1817	employer has paid remuneration with respect to em-3
1818	1818	ployment equal to the contribution and benefit base 4
1819	1819	(as determined under section 230 of the Social Secu-5
1820	1820	rity Act) to such individual during such calendar 6
1821	1821	year, any remuneration with respect to employment 7
1822	1822	paid (or considered under this paragraph as having 8
1823	1823	been paid) to such individual by such predecessor 9
1824	1824	during such calendar year and prior to such acquisi-10
1825	1825	tion shall be considered as having been paid by such 11
1826	1826	successor employer. 12
1827	1827	‘‘(3) R
1828	1828	EMUNERATION.—For purposes of this 13
1829	1829	subsection, the term ‘remuneration’ does not include 14
1830	1830	remuneration referred to in any paragraph of sub-15
1831	1831	section (a).’’. 16
1832	1832	(C) A
1833	1833	PPLICATION TO RAILROAD RETIRE -17
1834	1834	MENT.— 18
1835	1835	(i) I
1836	1836	N GENERAL .—Section 19
1837	1837	3231(e)(2)(A) of the Internal Revenue 20
1838	1838	Code of 1986 is amended by adding at the 21
1839	1839	end the following new clause: 22
1840	1840	‘‘(iv) L
1841	1841	IMITATION ON EXCLUSION .— 23
1842	1842	For purposes of so much of the taxes im-24
1843	1843	posed by sections 3201(a), 3211(a) and 25
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1845	1845	kjohnson on DSK79L0C42PROD with BILLS 60
1846	1846	•HR 4583 IH
1847	1847	3221(a) as are determined by reference to 1
1848	1848	the rate in effect under section 3101(a) or 2
1849	1849	3111(a)— 3
1850	1850	‘‘(I) in the case of any calendar 4
1851	1851	year in which the contribution and 5
1852	1852	benefit base (as determined under sec-6
1853	1853	tion 230 of the Social Security Act) is 7
1854	1854	less than $400,000, clause (i) shall 8
1855	1855	not apply to that part of the remu-9
1856	1856	neration paid to an individual after 10
1857	1857	remuneration of $400,000 for services 11
1858	1858	rendered as an employee has been 12
1859	1859	paid to such individual by an em-13
1860	1860	ployer (or any person related to, or 14
1861	1861	acting on behalf of, such employer, as 15
1862	1862	determined by the Secretary) during 16
1863	1863	the calendar year, and 17
1864	1864	‘‘(II) in the case of any calendar 18
1865	1865	year in which such contribution and 19
1866	1866	benefit base equals or exceeds 20
1867	1867	$400,000, clause (i) shall not apply.’’. 21
1868	1868	(ii) E
1869	1869	XCLUSION OF REMUNERATION 22
1870	1870	WHICH IS NOT TREATED AS COMPENSA -23
1871	1871	TION.—Section 3231(e)(2)(A)(ii) of the In-24
1872	1872	ternal Revenue Code of 1986 is amended 25
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1874	1874	kjohnson on DSK79L0C42PROD with BILLS 61
1875	1875	•HR 4583 IH
1876	1876	by inserting ‘‘or (iv)’’ after ‘‘under clause 1
1877	1877	(i)’’. 2
1878	1878	(D) C
1879	1879	ONFORMING AMENDMENT .—Section 3
1880	1880	3231(e)(2)(C) of the Internal Revenue Code of 4
1881	1881	1986 is amended by striking ‘‘the second sen-5
1882	1882	tence of section 3121(a)(1)’’ and inserting ‘‘sec-6
1883	1883	tion 3121(aa)(2)’’. 7
1884	1884	(2) A
1885	1885	MENDMENT TO THE SOCIAL SECURITY 8
1886	1886	ACT.—Section 209(a)(1)(I) of the Social Security 9
1887	1887	Act (42 U.S.C. 409(a)(1)(I)) is amended by insert-10
1888	1888	ing before the semicolon at the end the following: 11
1889	1889	‘‘except that this subparagraph shall apply only to 12
1890	1890	calendar years for which the contribution and ben-13
1891	1891	efit base (as so determined) is less than $400,000, 14
1892	1892	and, for such calendar years, only to the extent that 15
1893	1893	remuneration with respect to employment paid to 16
1894	1894	such employee does not exceed $400,000’’. 17
1895	1895	(b) D
1896	1896	ETERMINATION OF SELF-EMPLOYMENT IN-18
1897	1897	COMEABOVECONTRIBUTION AND BENEFITBASEAFTER 19
1898	1898	2024.— 20
1899	1899	(1) A
1900	1900	MENDMENTS TO INTERNAL REVENUE 21
1901	1901	CODE OF 1986.— 22
1902	1902	(A) I
1903	1903	N GENERAL.—Section 1402(b) of the 23
1904	1904	Internal Revenue Code of 1986 is amended to 24
1905	1905	read as follows: 25
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1908	1908	•HR 4583 IH
1909	1909	‘‘(b) SELF-EMPLOYMENTINCOME.— 1
1910	1910	‘‘(1) I
1911	1911	N GENERAL.—The term ‘self-employment 2
1912	1912	income’ means the net earnings from self-employ-3
1913	1913	ment derived by an individual, except that such term 4
1914	1914	shall not include net earnings from self-employment 5
1915	1915	if such net earnings for the taxable year are less 6
1916	1916	than $400. 7
1917	1917	‘‘(2) L
1918	1918	IMITATION ON OASDI TAX.—For purposes 8
1919	1919	of section 1401(a), the term ‘self-employment in-9
1920	1920	come’ shall not exceed the sum of— 10
1921	1921	‘‘(A) the total compensation not in excess 11
1922	1922	of the contribution and benefit base (as deter-12
1923	1923	mined under section 230 of the Social Security 13
1924	1924	Act) which is effective for the calendar year in 14
1925	1925	which such taxable year begins, reduced by the 15
1926	1926	amount of wages not in excess of such base 16
1927	1927	paid to such individual during the taxable year, 17
1928	1928	plus 18
1929	1929	‘‘(B) the total compensation in excess of 19
1930	1930	the greater of— 20
1931	1931	‘‘(i) $400,000, or 21
1932	1932	‘‘(ii) the amount of wages paid to 22
1933	1933	such individual during the taxable year. 23
1934	1934	‘‘(3) D
1935	1935	EFINITION AND SPECIAL RULES .— 24
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1938	1938	•HR 4583 IH
1939	1939	‘‘(A) TOTAL COMPENSATION .—For pur-1
1940	1940	poses of paragraph (2), the term ‘total com-2
1941	1941	pensation’ means the sum of the net earnings 3
1942	1942	from self-employment and the amount of wages 4
1943	1943	paid to such individual during the taxable year. 5
1944	1944	‘‘(B) W
1945	1945	AGES.—For purposes of this sub-6
1946	1946	section, the term ‘wages’— 7
1947	1947	‘‘(i) shall be determined without re-8
1948	1948	gard to section 3121(aa); and 9
1949	1949	‘‘(ii) includes— 10
1950	1950	‘‘(I) such remuneration paid to 11
1951	1951	an employee for services included 12
1952	1952	under an agreement entered into pur-13
1953	1953	suant to the provisions of section 14
1954	1954	3121(l) (relating to coverage of citi-15
1955	1955	zens of the United States who are em-16
1956	1956	ployees of foreign affiliates of Amer-17
1957	1957	ican employers) as would be wages 18
1958	1958	under section 3121(a) if such services 19
1959	1959	constituted employment under section 20
1960	1960	3121(b), and 21
1961	1961	‘‘(II) compensation which is sub-22
1962	1962	ject to the tax imposed by section 23
1963	1963	3201 or 3211 (or would be so subject 24
1964	1964	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00063 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1965	1965	kjohnson on DSK79L0C42PROD with BILLS 64
1966	1966	•HR 4583 IH
1967	1967	but for paragraph (2) of section 1
1968	1968	3231(e)). 2
1969	1969	‘‘(C) N
1970	1970	ONRESIDENT ALIENS .—A non-3
1971	1971	resident alien individual shall not be treated as 4
1972	1972	an individual for purposes of paragraph (1), ex-5
1973	1973	cept as provided by an agreement under section 6
1974	1974	233 of the Social Security Act. An individual 7
1975	1975	who is not a citizen of the United States but 8
1976	1976	who is a resident of the Commonwealth of 9
1977	1977	Puerto Rico, the Virgin Islands, Guam, or 10
1978	1978	American Samoa shall not, for purposes of this 11
1979	1979	chapter, be considered to be a nonresident alien 12
1980	1980	individual. 13
1981	1981	‘‘(D) C
1982	1982	HURCH EMPLOYEE .—In the case of 14
1983	1983	church employee income, the special rules of 15
1984	1984	subsection (j)(2) shall apply for purposes of 16
1985	1985	paragraph (1).’’. 17
1986	1986	(B) C
1987	1987	ONFORMING AMENDMENTS .— 18
1988	1988	(i) Section 1402(j)(2)(A) of the Inter-19
1989	1989	nal Revenue Code of 1986 is amended by 20
1990	1990	striking all that precedes ‘‘shall be ap-21
1991	1991	plied’’ and inserting: 22
1992	1992	‘‘(A) S
1993	1993	EPARATE APPLICATION OF DE MINI -23
1994	1994	MIS RULE.—Subsection (b)(1)’’. 24
1995	1995	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00064 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
1996	1996	kjohnson on DSK79L0C42PROD with BILLS 65
1997	1997	•HR 4583 IH
1998	1998	(ii) Section 1402(j)(2)(B) of such 1
1999	1999	Code is amended by striking ‘‘paragraph 2
2000	2000	(2) of subsection (b)’’ and inserting ‘‘sub-3
2001	2001	section (b)(1)’’. 4
2002	2002	(2) A
2003	2003	MENDMENT TO THE SOCIAL SECURITY 5
2004	2004	ACT.— 6
2005	2005	(A) I
2006	2006	N GENERAL.—Section 211(b) of the 7
2007	2007	Social Security Act (42 U.S.C. 411(b)) is 8
2008	2008	amended to read as follows: 9
2009	2009	‘‘(b) S
2010	2010	ELF-EMPLOYMENTINCOME.— 10
2011	2011	‘‘(1) I
2012	2012	N GENERAL.—Subject to paragraph (2), 11
2013	2013	the term ‘self-employment income’ means the net 12
2014	2014	earnings from self-employment derived by an indi-13
2015	2015	vidual, except that such term shall not include net 14
2016	2016	earnings from self-employment if such net earnings 15
2017	2017	for the taxable year are less than $400. 16
2018	2018	‘‘(2) L
2019	2019	IMITATION.—The term ‘self-employment 17
2020	2020	income’ shall not exceed the sum of— 18
2021	2021	‘‘(A) the total compensation not in excess 19
2022	2022	of the contribution and benefit base (as deter-20
2023	2023	mined under section 230) which is effective for 21
2024	2024	the calendar year in which such taxable year 22
2025	2025	begins, reduced by the amount of wages not in 23
2026	2026	excess of such base paid to such individual dur-24
2027	2027	ing the taxable year, plus 25
2028	2028	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00065 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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2030	2030	•HR 4583 IH
2031	2031	‘‘(B) the total compensation in excess of 1
2032	2032	the greater of— 2
2033	2033	‘‘(i) $400,000, or 3
2034	2034	‘‘(ii) the amount of wages paid to 4
2035	2035	such individual during the taxable year. 5
2036	2036	‘‘(3) D
2037	2037	EFINITION AND SPECIAL RULES .— 6
2038	2038	‘‘(A) T
2039	2039	OTAL COMPENSATION .—For pur-7
2040	2040	poses of paragraph (2), the term ‘total com-8
2041	2041	pensation’ means the sum of the net earnings 9
2042	2042	from self-employment and the amount of wages 10
2043	2043	paid to such individual during the taxable year. 11
2044	2044	‘‘(B) W
2045	2045	AGES.—For purposes of this sub-12
2046	2046	section, the term ‘wages’ shall be determined 13
2047	2047	without regard to section 209(a)(1). 14
2048	2048	‘‘(C) N
2049	2049	ONRESIDENT ALIENS .—A non-15
2050	2050	resident alien individual shall not be treated as 16
2051	2051	an individual for purposes of paragraph (1), ex-17
2052	2052	cept as provided by an agreement under section 18
2053	2053	233. An individual who is not a citizen of the 19
2054	2054	United States but who is a resident of the Com-20
2055	2055	monwealth of Puerto Rico, the Virgin Islands, 21
2056	2056	Guam, or American Samoa shall not, for pur-22
2057	2057	poses of this subsection, be considered to be a 23
2058	2058	nonresident alien individual. 24
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2061	2061	•HR 4583 IH
2062	2062	‘‘(D) CHURCH EMPLOYEE .—In the case of 1
2063	2063	church employee income, the special rules of 2
2064	2064	subsection (i)(2) shall apply for purposes of 3
2065	2065	paragraph (1).’’. 4
2066	2066	(B) C
2067	2067	ONFORMING AMENDMENT .—Section 5
2068	2068	211(i)(2) of the Social Security Act (42 U.S.C. 6
2069	2069	411(i)(2)) is amended by striking ‘‘(b)(2)’’ and 7
2070	2070	inserting ‘‘(b)(1)’’ each place it appears. 8
2071	2071	(c) S
2072	2072	PECIALRULE FORWAGESFROMMULTIPLE 9
2073	2073	E
2074	2074	MPLOYERSWHICHTOTAL INEXCESS OF$400,000.— 10
2075	2075	(1) I
2076	2076	N GENERAL.—Subchapter A of chapter 21 11
2077	2077	of the Internal Revenue Code of 1986 is amended by 12
2078	2078	adding at the end the following new section: 13
2079	2079	‘‘SEC. 3103. SPECIAL RULES FOR REMUNERATION FROM 14
2080	2080	MULTIPLE EMPLOYERS. 15
2081	2081	‘‘(a) I
2082	2082	NGENERAL.—In the case of an employee re-16
2083	2083	ceiving wages from more than one employer during a cal-17
2084	2084	endar year, there is hereby imposed a tax on such em-18
2085	2085	ployee (for the last taxable year beginning in the calendar 19
2086	2086	year the wages are received) equal to the excess (if any) 20
2087	2087	of— 21
2088	2088	‘‘(1) the tax that would have been imposed by 22
2089	2089	section 3101(a) if such wages had been received 23
2090	2090	from one employer, over 24
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2093	2093	•HR 4583 IH
2094	2094	‘‘(2) the aggregate tax imposed by such section 1
2095	2095	with respect to such wages. 2
2096	2096	‘‘(b) C
2097	2097	OORDINATIONWITHSPECIALREFUNDPROVI-3
2098	2098	SION.—No credit shall be determined under section 31(b) 4
2099	2099	with respect to any employee for any taxable year unless 5
2100	2100	the amount described in subsection (a)(1) with respect to 6
2101	2101	wages received during the calendar year in which such tax-7
2102	2102	able year begins exceeds the amount described in sub-8
2103	2103	section (a)(2) with respect to such wages, and the amount 9
2104	2104	of such credit so determined shall not exceed such excess. 10
2105	2105	‘‘(c) W
2106	2106	AGES.—For purposes of this section, the term 11
2107	2107	‘wages’ shall have the same meaning as when used in sec-12
2108	2108	tion 1402(b). 13
2109	2109	‘‘(d) A
2110	2110	PPLICATION TOTIERI RAILROADRETIRE-14
2111	2111	MENTTAX.—In the case of compensation (as defined in 15
2112	2112	section 3231(e)), for purposes of applying subsections (a) 16
2113	2113	and (b), the reference to the tax that would have been 17
2114	2114	imposed by section 3101(a) shall be treated as including 18
2115	2115	a reference to so much of the tax that would have been 19
2116	2116	imposed on such compensation under section 3201(a) or 20
2117	2117	3211(a) (or would have been so imposed but for paragraph 21
2118	2118	(2) of section 3231(e)) as is determined by reference to 22
2119	2119	the rate of tax in effect under section 3101(a).’’. 23
2120	2120	(2) F
2121	2121	AILURE BY INDIVIDUAL TO PAY ESTI -24
2122	2122	MATED INCOME TAX .—Subsection (m) of section 25
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2125	2125	•HR 4583 IH
2126	2126	6654 of the Internal Revenue Code of 1986 is 1
2127	2127	amended to read as follows: 2
2128	2128	‘‘(m) S
2129	2129	PECIALRULE FORCERTAINEMPLOYMENT 3
2130	2130	T
2131	2131	AXES.—For purposes of this section, the tax imposed by 4
2132	2132	sections 3101(b)(2) (to the extent not withheld) and the 5
2133	2133	tax imposed by section 3103 shall be treated as taxes im-6
2134	2134	posed by chapter 2.’’. 7
2135	2135	(3) C
2136	2136	LERICAL AMENDMENT .—The table of sec-8
2137	2137	tions for subchapter A of chapter 21 of the Internal 9
2138	2138	Revenue Code of 1986 is amended by adding at the 10
2139	2139	end the following new item: 11
2140	2140	‘‘Sec. 3103. Special rules for remuneration from multiple employers.’’.
2141	2141	(d) CONFORMINGCHANGE TONATIONALAVERAGE 12
2142	2142	W
2143	2143	AGEINDEX.—Section 209(k) of the Social Security Act 13
2144	2144	(42 U.S.C. 409(k)) is amended— 14
2145	2145	(1) in paragraph (1), by inserting ‘‘and to para-15
2146	2146	graph (4)’’ after ‘‘paragraph (2)’’; and 16
2147	2147	(2) by adding at the end the following: 17
2148	2148	‘‘(4) For each calendar year after 2024, the na-18
2149	2149	tional average wage index as defined in this section 19
2150	2150	for such calendar year shall be deemed to be the na-20
2151	2151	tional average wage index determined under the pre-21
2152	2152	ceding paragraphs of this section increased by the 22
2153	2153	following percentage: 23
2154	2154	‘‘(A) For calendar years 2025 through 24
2155	2155	2030, 0.5 percent. 25
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2158	2158	•HR 4583 IH
2159	2159	‘‘(B) For calendar years 2031 through 1
2160	2160	2036, 0.6 percent. 2
2161	2161	‘‘(C) For calendar years 2037 through 3
2162	2162	2042, 0.7 percent. 4
2163	2163	‘‘(D) For calendar years 2043 through 5
2164	2164	2046, 0.8 percent. 6
2165	2165	‘‘(E) For calendar years after 2046, 0.9 7
2166	2166	percent.’’. 8
2167	2167	(e) E
2168	2168	FFECTIVEDATES.— 9
2169	2169	(1) I
2170	2170	N GENERAL.—The amendments made by 10
2171	2171	subsections (a) and (c) shall apply to remuneration 11
2172	2172	paid in calendar years after 2024. 12
2173	2173	(2) S
2174	2174	ELF-EMPLOYMENT INCOME .—The amend-13
2175	2175	ments made by subsection (b) shall apply to net 14
2176	2176	earnings from self-employment derived in taxable 15
2177	2177	years beginning after December 31, 2024. 16
2178	2178	SEC. 202. INCLUDING EARNINGS OVER $400,000 IN SOCIAL 17
2179	2179	SECURITY BENEFIT FORMULA. 18
2180	2180	(a) I
2181	2181	NCLUSION OFEARNINGSOVER$400,000 INDE-19
2182	2182	TERMINATION OF PRIMARYINSURANCEAMOUNTS.—Sec-20
2183	2183	tion 215(a)(1)(A) of the Social Security Act (42 U.S.C. 21
2184	2184	415(a)(1)(A)) is amended— 22
2185	2185	(1) in clause (ii), by striking ‘‘and’’ at the end; 23
2186	2186	(2) in clause (iii), by inserting ‘‘and’’ at the 24
2187	2187	end; and 25
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2190	2190	•HR 4583 IH
2191	2191	(3) by inserting after clause (iii) the following: 1
2192	2192	‘‘(iv) 1 percent of the individual’s excess aver-2
2193	2193	age indexed monthly earnings (as defined in sub-3
2194	2194	section (b)(5)(A)).’’. 4
2195	2195	(b) D
2196	2196	EFINITION OF EXCESSAVERAGEINDEXED 5
2197	2197	M
2198	2198	ONTHLYEARNINGS.—Section 215(b) of the Social Secu-6
2199	2199	rity Act (42 U.S.C. 415(b)) is amended— 7
2200	2200	(1) by striking ‘‘wages’’ and ‘‘self-employment 8
2201	2201	income’’ each place such terms appear and inserting 9
2202	2202	‘‘basic wages’’ and ‘‘basic self-employment income’’, 10
2203	2203	respectively; and 11
2204	2204	(2) by adding at the end the following: 12
2205	2205	‘‘(5)(A) An individual’s excess average indexed 13
2206	2206	monthly earnings shall be equal to the amount of the indi-14
2207	2207	vidual’s average indexed monthly earnings that would be 15
2208	2208	determined under this subsection by substituting ‘excess 16
2209	2209	wages’ for ‘basic wages’ and ‘excess self-employment in-17
2210	2210	come’ for ‘basic self-employment income’ each place such 18
2211	2211	terms appear in this subsection (except in this paragraph). 19
2212	2212	‘‘(B) For purposes of this subsection— 20
2213	2213	‘‘(i) the term ‘basic wages’ means that portion 21
2214	2214	of the wages of an individual paid in a year that 22
2215	2215	does not exceed the contribution and benefit base for 23
2216	2216	the year; 24
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2219	2219	•HR 4583 IH
2220	2220	‘‘(ii) the term ‘basic self-employment income’ 1
2221	2221	means that portion of the self-employment income of 2
2222	2222	an individual credited to a year that does not exceed 3
2223	2223	an amount equal to the contribution and benefit 4
2224	2224	base for the year minus the amount of the wages 5
2225	2225	paid to the individual in the year; 6
2226	2226	‘‘(iii) the term ‘excess wages’ means that por-7
2227	2227	tion of the wages of an individual paid in a year 8
2228	2228	after 2024 that are not basic wages; and 9
2229	2229	‘‘(iv) the term ‘excess self-employment income’ 10
2230	2230	means that portion of the self-employment income of 11
2231	2231	an individual credited to a year after 2024 that is 12
2232	2232	not basic self-employment income.’’. 13
2233	2233	(c) C
2234	2234	ONFORMINGAMENDMENTS.—Title II of the So-14
2235	2235	cial Security Act is amended— 15
2236	2236	(1) in section 203(a)(6)(A) (42 U.S.C. 16
2237	2237	403(a)(6)(A)), by striking ‘‘85 percent of such indi-17
2238	2238	vidual’s average indexed monthly earnings’’ and in-18
2239	2239	serting ‘‘the sum of 85 percent of such individual’s 19
2240	2240	average indexed monthly earnings and 1 percent of 20
2241	2241	such individual’s excess average indexed monthly 21
2242	2242	earnings (as defined in section 215(b)(5)(A))’’; 22
2243	2243	(2) in section 212 (42 U.S.C. 412), by inserting 23
2244	2244	‘‘excess average indexed monthly earnings,’’ after 24
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2247	2247	•HR 4583 IH
2248	2248	‘‘average indexed monthly earnings,’’ each place it 1
2249	2249	appears; 2
2250	2250	(3) in section 215(e)(1) (42 U.S.C. 415(e)(1)), 3
2251	2251	by inserting ‘‘and before 2025’’ after ‘‘after 1974’’. 4
2252	2252	(d) E
2253	2253	FFECTIVEDATE.—The amendments made by 5
2254	2254	this section shall apply with respect to remuneration paid 6
2255	2255	in calendar years after 2024 and to net earnings from self- 7
2256	2256	employment derived in taxable years beginning after De-8
2257	2257	cember 31, 2024. 9
2258	2258	SEC. 203. APPLICATION OF SOCIAL SECURITY TAX TO NET 10
2259	2259	INVESTMENT INCOME. 11
2260	2260	(a) I
2261	2261	NGENERAL.—Section 1411(a)(1) of the Internal 12
2262	2262	Revenue Code of 1986 is amended by striking ‘‘3.8 per-13
2263	2263	cent’’ and all that follows and inserting ‘‘the sum of— 14
2264	2264	‘‘(A) 3.8 percent of the lesser of— 15
2265	2265	‘‘(i) net investment income for such 16
2266	2266	taxable year, or 17
2267	2267	‘‘(ii) the excess (if any) of— 18
2268	2268	‘‘(I) the modified adjusted gross 19
2269	2269	income for such taxable year, over 20
2270	2270	‘‘(II) the medicare contribution 21
2271	2271	threshold amount, plus 22
2272	2272	‘‘(B) 12.4 percent of the lesser of— 23
2273	2273	‘‘(i) net investment income for such 24
2274	2274	taxable year, or 25
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2277	2277	•HR 4583 IH
2278	2278	‘‘(ii) the excess (if any) of— 1
2279	2279	‘‘(I) the modified adjusted gross 2
2280	2280	income for such taxable year, over 3
2281	2281	‘‘(II) the social security contribu-4
2282	2282	tion threshold amount.’’. 5
2283	2283	(b) A
2284	2284	PPLICATION TOESTATES ANDTRUSTS.—Sec-6
2285	2285	tion 1411(a)(2) of such Code is amended by striking ‘‘3.8 7
2286	2286	percent’’ and all that follows and inserting ‘‘the sum of— 8
2287	2287	‘‘(A) 3.8 percent of the lesser of— 9
2288	2288	‘‘(i) the undistributed net investment 10
2289	2289	income for such taxable year, or 11
2290	2290	‘‘(ii) the excess (if any) of— 12
2291	2291	‘‘(I) the adjusted gross income 13
2292	2292	(as defined in section 67(e)) for such 14
2293	2293	taxable year, over 15
2294	2294	‘‘(II) the dollar amount at which 16
2295	2295	the highest tax bracket in section 1(e) 17
2296	2296	begins for such taxable year, plus 18
2297	2297	‘‘(B) 12.4 percent of the lesser of— 19
2298	2298	‘‘(i) the amount described in subpara-20
2299	2299	graph (A)(i), or 21
2300	2300	‘‘(ii) the excess described in subpara-22
2301	2301	graph (A)(ii).’’. 23
2302	2302	(c) T
2303	2303	HRESHOLDAMOUNTS.—Section 1411(b) of such 24
2304	2304	Code is amended to read as follows: 25
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2307	2307	•HR 4583 IH
2308	2308	‘‘(b) THRESHOLDAMOUNTS.—For purposes of this 1
2309	2309	section— 2
2310	2310	‘‘(1) M
2311	2311	EDICARE CONTRIBUTION THRESHOLD 3
2312	2312	AMOUNT.—The term ‘medicare contribution thresh-4
2313	2313	old amount’ means— 5
2314	2314	‘‘(A) in the case of a taxpayer making a 6
2315	2315	joint return under section 6013 or a surviving 7
2316	2316	spouse (as defined in section 2(a)), $250,000, 8
2317	2317	‘‘(B) in the case of a married taxpayer (as 9
2318	2318	defined in section 7703) filing a separate re-10
2319	2319	turn,
2320	2320	1
2321	2321	⁄2of the dollar amount determined under 11
2322	2322	subparagraph (A), and 12
2323	2323	‘‘(C) in any other case, $200,000. 13
2324	2324	‘‘(2) S
2325	2325	OCIAL SECURITY CONTRIBUTION 14
2326	2326	THRESHOLD AMOUNT .—The term ‘social security 15
2327	2327	contribution threshold amount’ means $400,000.’’. 16
2328	2328	(d) C
2329	2329	LERICALAMENDMENT.—The heading of chap-17
2330	2330	ter 2A of such Code (and the item relating to such chapter 18
2331	2331	in the table of chapters for subtitle A of chapter 1 of such 19
2332	2332	Code) are each amended by striking ‘‘medicare contribu-20
2333	2333	tion’’ and inserting ‘‘contributions’’. 21
2334	2334	(e) E
2335	2335	FFECTIVEDATE.—The amendments made by 22
2336	2336	this section shall apply to taxable years beginning after 23
2337	2337	December 31, 2024. 24
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2340	2340	•HR 4583 IH
2341	2341	SEC. 204. ESTABLISHING THE SOCIAL SECURITY TRUST 1
2342	2342	FUND. 2
2343	2343	(a) I
2344	2344	NGENERAL.—Section 201(a) of the Social Secu-3
2345	2345	rity Act (42 U.S.C. 401(a)) is amended to read as follows: 4
2346	2346	‘‘(a) There is hereby created on the books of the 5
2347	2347	Treasury of the United States a trust fund to be known 6
2348	2348	as the ‘Social Security Trust Fund’. The Social Security 7
2349	2349	Trust Fund shall consist of the securities held by the Sec-8
2350	2350	retary of the Treasury for the Federal Old-Age and Sur-9
2351	2351	vivors Insurance Trust Fund and the Federal Disability 10
2352	2352	Insurance Trust Fund and the amount standing to the 11
2353	2353	credit of the Federal Old-Age and Survivors Insurance 12
2354	2354	Trust Fund and the Federal Disability Insurance Trust 13
2355	2355	Fund on the books of the Treasury on January 1 of the 14
2356	2356	first calendar year beginning after the date of the enact-15
2357	2357	ment of section 203 of the Social Security 2100 Act, which 16
2358	2358	securities and amount the Secretary of the Treasury is 17
2359	2359	authorized and directed to transfer to the Social Security 18
2360	2360	Trust Fund, and, in addition, such gifts and bequests as 19
2361	2361	may be made as provided in subsection (i)(1), and such 20
2362	2362	amounts as may be appropriated to, or deposited in, the 21
2363	2363	Social Security Trust Fund as hereinafter provided. There 22
2364	2364	is hereby appropriated to the Social Security Trust Fund 23
2365	2365	for the first fiscal year that begins after date of the enact-24
2366	2366	ment of section 203 of the Social Security 2100 Act, and 25
2367	2367	for each fiscal year thereafter, out of any moneys in the 26
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2370	2370	•HR 4583 IH
2371	2371	Treasury not otherwise appropriated, amounts equivalent 1
2372	2372	to 100 percent of— 2
2373	2373	‘‘(1) the taxes imposed by chapter 21 (other 3
2374	2374	than sections 3101(b) and 3111(b)) of the Internal 4
2375	2375	Revenue Code of 1986 with respect to wages (as de-5
2376	2376	fined in section 3121 of such Code) reported to the 6
2377	2377	Secretary of the Treasury pursuant to subtitle F of 7
2378	2378	the Internal Revenue Code of 1986, as determined 8
2379	2379	by the Secretary of the Treasury by applying the ap-9
2380	2380	plicable rates of tax under such chapter (other than 10
2381	2381	sections 3101(b) and 3111(b)) to such wages, which 11
2382	2382	wages shall be certified by the Commissioner of So-12
2383	2383	cial Security on the basis of the records of wages es-13
2384	2384	tablished and maintained by such Commissioner in 14
2385	2385	accordance with such reports; 15
2386	2386	‘‘(2) the taxes imposed by chapter 2 (other than 16
2387	2387	section 1401(b)) of the Internal Revenue Code of 17
2388	2388	1986 with respect to self-employment income (as de-18
2389	2389	fined in section 1402 of such Code) reported to the 19
2390	2390	Secretary of the Treasury on tax returns under sub-20
2391	2391	title F of such Code, as determined by the Secretary 21
2392	2392	of the Treasury by applying the applicable rate of 22
2393	2393	tax under such chapter (other than section 1401(b)) 23
2394	2394	to such self-employment income, which self-employ-24
2395	2395	ment income shall be certified by the Commissioner 25
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2398	2398	•HR 4583 IH
2399	2399	of Social Security on the basis of the records of self- 1
2400	2400	employment income established and maintained by 2
2401	2401	the Commissioner of Social Security in accordance 3
2402	2402	with such returns; and 4
2403	2403	‘‘(3) the taxes imposed by paragraph (1)(B) 5
2404	2404	and (2)(B) of section 1411(a) of the Internal Rev-6
2405	2405	enue Code of 1986. 7
2406	2406	The amounts appropriated by paragraphs (1), (2), and (3) 8
2407	2407	shall be transferred from time to time from the general 9
2408	2408	fund in the Treasury to the Social Security Trust Fund, 10
2409	2409	such amounts to be determined on the basis of estimates 11
2410	2410	by the Secretary of the Treasury of the taxes, specified 12
2411	2411	in paragraphs (1), (2), and (3), paid to or deposited into 13
2412	2412	the Treasury; and proper adjustments shall be made in 14
2413	2413	amounts subsequently transferred to the extent prior esti-15
2414	2414	mates were in excess of or were less than the taxes speci-16
2415	2415	fied in such paragraphs (1), (2), and (3). All amounts 17
2416	2416	transferred to the Social Security Trust Fund under the 18
2417	2417	preceding sentence shall be invested by the Managing 19
2418	2418	Trustee in the same manner and to the same extent as 20
2419	2419	the other assets of the Trust Fund. Notwithstanding the 21
2420	2420	preceding sentence, in any case in which the Secretary of 22
2421	2421	the Treasury determines that the assets of the Trust Fund 23
2422	2422	would otherwise be inadequate to meet the Trust Fund’s 24
2423	2423	obligations for any month, the Secretary of the Treasury 25
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2426	2426	•HR 4583 IH
2427	2427	shall transfer to the Trust Fund on the first day of such 1
2428	2428	month the total amount which would have been trans-2
2429	2429	ferred to the Trust Fund under this section as in effect 3
2430	2430	on October 1, 1990; and the Trust Fund shall pay interest 4
2431	2431	to the general fund on the amount so transferred on the 5
2432	2432	first day of any month at a rate (calculated on a daily 6
2433	2433	basis, and applied against the difference between the 7
2434	2434	amount so transferred on such first day and the amount 8
2435	2435	which would have been transferred to the Trust Fund up 9
2436	2436	to that day under the procedures in effect on January 1, 10
2437	2437	1983) equal to the rate earned by the investments of the 11
2438	2438	Trust Fund in the same month under subsection (d).’’. 12
2439	2439	(b) R
2440	2440	EQUIRED ACTUARIALANALYSIS.—Section 13
2441	2441	201(c) of the Social Security Act is amended by striking 14
2442	2442	the fourth sentence in the matter following paragraph (5) 15
2443	2443	and inserting the following: ‘‘Such report shall also include 16
2444	2444	actuarial analysis of the benefit cost with respect to dis-17
2445	2445	abled beneficiaries and their auxiliaries, to retired bene-18
2446	2446	ficiaries and their auxiliaries, and to survivor bene-19
2447	2447	ficiaries.’’. 20
2448	2448	(c) B
2449	2449	OARD OFTRUSTEES.— 21
2450	2450	(1) B
2451	2451	OARD OF TRUSTEES OF SOCIAL SECURITY 22
2452	2452	TRUST FUND.—Section 201(c) of the Social Security 23
2453	2453	Act, as amended by subsection (b) of this section, is 24
2454	2454	further amended in the matter preceding paragraph 25
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2457	2457	•HR 4583 IH
2458	2458	(1) by striking ‘‘the Federal Old-Age and Survivors 1
2459	2459	Insurance Trust Fund and the Federal Disability 2
2460	2460	Insurance Trust Fund (hereinafter in this title 3
2461	2461	called the ‘Trust Funds’)’’ and inserting ‘‘the Social 4
2462	2462	Security Trust Fund (in this title referred to as the 5
2463	2463	‘Trust Fund’)’’. 6
2464	2464	(2) C
2465	2465	ONTINUITY OF BOARD OF TRUSTEES .— 7
2466	2466	The Board of Trustees of the Social Security Trust 8
2467	2467	Fund created by the amendment made by subsection 9
2468	2468	(a) shall be a continuous body with the Board of 10
2469	2469	Trustees of the Federal Old-Age and Survivors In-11
2470	2470	surance Trust Fund and the Federal Disability In-12
2471	2471	surance Trust Fund in operation prior to the effec-13
2472	2472	tive date of such amendment. Individuals serving as 14
2473	2473	members of the Board of Trustees of the Federal 15
2474	2474	Old-Age and Survivors Insurance Trust Fund and 16
2475	2475	the Federal Disability Insurance Trust Fund as of 17
2476	2476	the effective date of such amendment shall serve the 18
2477	2477	remainder of their term as members of the Board of 19
2478	2478	Trustees of the Social Security Trust Fund. 20
2479	2479	(d) C
2480	2480	ONFORMINGAMENDMENTS RELATED TOSO-21
2481	2481	CIALSECURITYTRUSTFUND.— 22
2482	2482	(1) A
2483	2483	MENDMENT TO SECTION HEADING .—The 23
2484	2484	section heading for section 201 of the Social Secu-24
2485	2485	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00080 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2486	2486	kjohnson on DSK79L0C42PROD with BILLS 81
2487	2487	•HR 4583 IH
2488	2488	rity Act is amended to read as follows: ‘‘SOCIAL SE-1
2489	2489	CURITY TRUST FUND’’. 2
2490	2490	(2) B
2491	2491	OARD OF TRUSTEES .—Section 201(c) of 3
2492	2492	such Act, as amended by subsections (b) and (c)(1), 4
2493	2493	is further amended— 5
2494	2494	(A) in the matter preceding paragraph (1), 6
2495	2495	by striking ‘‘Board of Trustees of the Trust 7
2496	2496	Funds’’ and inserting ‘‘Board of Trustees of 8
2497	2497	the Trust Fund’’; 9
2498	2498	(B) in paragraph (1), by striking ‘‘Trust 10
2499	2499	Funds’’ and inserting ‘‘Trust Fund’’; 11
2500	2500	(C) in paragraph (2)— 12
2501	2501	(i) by striking ‘‘Trust Funds’’ and in-13
2502	2502	serting ‘‘Trust Fund’’; and 14
2503	2503	(ii) by striking ‘‘their’’ and inserting 15
2504	2504	‘‘its’’; 16
2505	2505	(D) in paragraph (3), by striking ‘‘either 17
2506	2506	of the Trust Funds’’ and inserting ‘‘the Trust 18
2507	2507	Fund’’; 19
2508	2508	(E) in paragraph (5)— 20
2509	2509	(i) by striking ‘‘managing the Trust 21
2510	2510	Funds’’ and inserting ‘‘managing the 22
2511	2511	Trust Fund’’; and 23
2512	2512	(ii) by striking ‘‘Trust Funds are’’ 24
2513	2513	and inserting ‘‘Trust Fund is’’; 25
2514	2514	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00081 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2515	2515	kjohnson on DSK79L0C42PROD with BILLS 82
2516	2516	•HR 4583 IH
2517	2517	(F) in the matter following paragraph (5), 1
2518	2518	by striking ‘‘Trust Funds’’ each place it ap-2
2519	2519	pears and inserting ‘‘Trust Fund’’; and 3
2520	2520	(G) in the second sentence in the matter 4
2521	2521	following paragraph (5), by striking ‘‘whether 5
2522	2522	the Federal Old-Age and Survivors Insurance 6
2523	2523	Trust Fund and the Federal Disability Insur-7
2524	2524	ance Trust Fund, individually and collectively, 8
2525	2525	are’’ and inserting ‘‘whether the Social Security 9
2526	2526	Trust Fund is’’. 10
2527	2527	(3) I
2528	2528	NVESTMENTS.—Section 201 of such Act is 11
2529	2529	amended in subsections (d) and (e) by striking 12
2530	2530	‘‘Trust Funds’’ each place it appears and inserting 13
2531	2531	‘‘Trust Fund’’. 14
2532	2532	(4) C
2533	2533	REDITING OF INTEREST AND PROCEEDS 15
2534	2534	TO TRUST FUNDS .—Section 201(f) of such Act is 16
2535	2535	amended— 17
2536	2536	(A) by striking ‘‘the Federal Old-Age and 18
2537	2537	Survivors Insurance Trust Fund and the Fed-19
2538	2538	eral Disability Insurance Trust Fund shall be 20
2539	2539	credited to and form a part of the Federal Old- 21
2540	2540	Age and Survivors Insurance Trust Fund and 22
2541	2541	the Disability Insurance Trust Fund, respec-23
2542	2542	tively’’ and inserting ‘‘the Social Security Trust 24
2543	2543	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00082 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2544	2544	kjohnson on DSK79L0C42PROD with BILLS 83
2545	2545	•HR 4583 IH
2546	2546	Fund shall be credited to and form a part of 1
2547	2547	the Social Security Trust Fund’’; 2
2548	2548	(B) by striking ‘‘either of the Trust 3
2549	2549	Funds’’ and inserting ‘‘the Trust Fund’’; and 4
2550	2550	(C) by striking ‘‘such Trust Fund’’ and in-5
2551	2551	serting ‘‘the Trust Fund’’. 6
2552	2552	(5) A
2553	2553	DMINISTRATIVE COSTS.—Section 201(g) of 7
2554	2554	such Act is amended— 8
2555	2555	(A) in paragraph (1)— 9
2556	2556	(i) in subparagraph (A), by striking 10
2557	2557	‘‘Of the amounts authorized to be made 11
2558	2558	available out of the Federal Old-Age and 12
2559	2559	Survivors Insurance Trust Fund and the 13
2560	2560	Federal Disability Insurance Trust Fund 14
2561	2561	under the preceding sentence’’ and all that 15
2562	2562	follows through ‘‘(Public Law 103–296).’’; 16
2563	2563	and 17
2564	2564	(ii) in subparagraph (B)(i)— 18
2565	2565	(I) by striking subclauses (II) 19
2566	2566	and (III) and inserting the following: 20
2567	2567	‘‘(II) the portion of such costs which 21
2568	2568	should have been borne by the Social Security 22
2569	2569	Trust Fund,’’; and 23
2570	2570	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00083 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2571	2571	kjohnson on DSK79L0C42PROD with BILLS 84
2572	2572	•HR 4583 IH
2573	2573	(II) by redesignating subclauses 1
2574	2574	(IV) and (V) as subclauses (III) and 2
2575	2575	(IV); 3
2576	2576	(B) in paragraph (2)— 4
2577	2577	(i) by striking ‘‘Trust Funds’’ and in-5
2578	2578	serting ‘‘Trust Fund’’; and 6
2579	2579	(ii) by striking the last sentence; and 7
2580	2580	(C) in paragraph (4), by striking ‘‘Trust 8
2581	2581	Funds’’ each place it appears and inserting 9
2582	2582	‘‘Trust Fund’’. 10
2583	2583	(6) B
2584	2584	ENEFIT PAYMENTS .—Section 201(h) of 11
2585	2585	such Act is amended to read as follows: 12
2586	2586	‘‘(h) All benefit payments required to be made under 13
2587	2587	this title shall be made only from the Social Security Trust 14
2588	2588	Fund.’’. 15
2589	2589	(7) G
2590	2590	IFTS.—Section 201(i) of such Act is 16
2591	2591	amended— 17
2592	2592	(A) in paragraph (1), by striking ‘‘the 18
2593	2593	Federal Old-Age and Survivors Insurance Trust 19
2594	2594	Fund, the Federal Disability Insurance Trust 20
2595	2595	Fund’’ and inserting ‘‘the Social Security Trust 21
2596	2596	Fund’’; and 22
2597	2597	(B) in paragraph (2)(B), by striking ‘‘the 23
2598	2598	Federal Old-Age and Survivors Insurance Trust 24
2599	2599	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00084 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2600	2600	kjohnson on DSK79L0C42PROD with BILLS 85
2601	2601	•HR 4583 IH
2602	2602	Fund’’ and inserting ‘‘the Social Security Trust 1
2603	2603	Fund’’. 2
2604	2604	(8) T
2605	2605	RAVEL EXPENSES.—Section 201(j) of such 3
2606	2606	Act is amended by striking ‘‘the Federal Old-Age 4
2607	2607	and Survivors Insurance Trust Fund, or the Federal 5
2608	2608	Disability Insurance Trust Fund (as determined ap-6
2609	2609	propriate by the Commissioner of Social Security)’’ 7
2610	2610	and inserting ‘‘the Social Security Trust Fund’’. 8
2611	2611	(9) D
2612	2612	EMONSTRATION PROJECTS .—Section 9
2613	2613	201(k) of such Act is amended by striking ‘‘the Fed-10
2614	2614	eral Disability Insurance Trust Fund and the Fed-11
2615	2615	eral Old-Age and Survivors Insurance Trust Fund, 12
2616	2616	as determined appropriate by the Commissioner of 13
2617	2617	Social Security’’ and inserting ‘‘the Social Security 14
2618	2618	Trust Fund’’. 15
2619	2619	(10) B
2620	2620	ENEFIT CHECKS.—Section 201(m) of 16
2621	2621	such Act is amended— 17
2622	2622	(A) in paragraph (2), by striking ‘‘each of 18
2623	2623	the Trust Funds’’ and inserting ‘‘the Social Se-19
2624	2624	curity Trust Fund’’; 20
2625	2625	(B) in paragraph (3), by striking ‘‘one of 21
2626	2626	the Trust Funds’’ and inserting ‘‘the Trust 22
2627	2627	Fund’’; and 23
2628	2628	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00085 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2629	2629	kjohnson on DSK79L0C42PROD with BILLS 86
2630	2630	•HR 4583 IH
2631	2631	(C) by striking ‘‘such Trust Fund’’ each 1
2632	2632	place it appears and inserting ‘‘the Trust 2
2633	2633	Fund’’. 3
2634	2634	(11) C
2635	2635	ONFORMING REPEALS .— 4
2636	2636	(A) I
2637	2637	N GENERAL.—Section 201 of such 5
2638	2638	Act is amended by striking subsections (b), (l), 6
2639	2639	and (n). 7
2640	2640	(B) R
2641	2641	EDESIGNATIONS.—Section 201 of 8
2642	2642	such Act is further amended— 9
2643	2643	(i) by redesignating subsections (c) 10
2644	2644	through (j) as subsections (b) through (i), 11
2645	2645	respectively; 12
2646	2646	(ii) by redesignating subsection (k) as 13
2647	2647	subsection (j); and 14
2648	2648	(iii) by redesignating subsection (m) 15
2649	2649	as subsection (k). 16
2650	2650	(C) R
2651	2651	EFERENCES TO REDESIGNATED SEC -17
2652	2652	TIONS.— 18
2653	2653	(i) Section 201(a) of such Act, as 19
2654	2654	amended by subsection (a) of this section, 20
2655	2655	is further amended— 21
2656	2656	(I) by striking ‘‘subsection 22
2657	2657	(i)(1)’’ and inserting ‘‘subsection 23
2658	2658	(h)(1)’’; and 24
2659	2659	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00086 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2660	2660	kjohnson on DSK79L0C42PROD with BILLS 87
2661	2661	•HR 4583 IH
2662	2662	(II) by striking ‘‘subsection (d)’’ 1
2663	2663	and inserting ‘‘subsection (c)’’. 2
2664	2664	(ii) Section 1131(b)(1) of such Act is 3
2665	2665	amended by striking ‘‘section 201(g)(1)’’ 4
2666	2666	and inserting ‘‘section 201(f)(1)’’. 5
2667	2667	(e) O
2668	2668	THERCONFORMINGAMENDMENTS TO SOCIAL 6
2669	2669	S
2670	2670	ECURITYACT.— 7
2671	2671	(1) T
2672	2672	ITLE II.—Title II of the Social Security 8
2673	2673	Act (42 U.S.C. 401 et seq.) is amended— 9
2674	2674	(A) in section 202(x)(3)(B)(iii), by striking 10
2675	2675	‘‘the Federal Old-Age and Survivors Insurance 11
2676	2676	Trust Fund and the Federal Disability Insur-12
2677	2677	ance Trust Fund, as appropriate,’’ and insert-13
2678	2678	ing ‘‘the Social Security Trust Fund’’; 14
2679	2679	(B) in section 206(d)(5), by striking ‘‘the 15
2680	2680	Federal Old-Age and Survivors Insurance Trust 16
2681	2681	Fund and the Federal Disability Insurance 17
2682	2682	Trust Fund, as appropriate’’ and inserting ‘‘the 18
2683	2683	Social Security Trust Fund’’; 19
2684	2684	(C) in section 206(e)(3)(B), by striking 20
2685	2685	‘‘the Federal Old-Age and Survivors Insurance 21
2686	2686	Trust Fund and the Federal Disability Insur-22
2687	2687	ance Trust Fund’’ and inserting ‘‘the Social Se-23
2688	2688	curity Trust Fund’’; 24
2689	2689	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00087 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2690	2690	kjohnson on DSK79L0C42PROD with BILLS 88
2691	2691	•HR 4583 IH
2692	2692	(D) in section 208(b)(5)(A), by striking 1
2693	2693	‘‘the Federal Old-Age and Survivors Insurance 2
2694	2694	Trust Fund and the Federal Disability Insur-3
2695	2695	ance Trust Fund, as appropriate’’ and inserting 4
2696	2696	‘‘the Social Security Trust Fund’’; 5
2697	2697	(E) in section 215(i)(1)(F)— 6
2698	2698	(i) in clause (i)— 7
2699	2699	(I) by striking ‘‘the combined 8
2700	2700	balance in the Federal Old-Age and 9
2701	2701	Survivors Insurance Trust Fund and 10
2702	2702	the Federal Disability Insurance 11
2703	2703	Trust Fund’’ and inserting ‘‘the bal-12
2704	2704	ance in the Social Security Trust 13
2705	2705	Fund’’; and 14
2706	2706	(II) by striking ‘‘and reduced by 15
2707	2707	the outstanding amount of any loan 16
2708	2708	(including interest thereon) thereto-17
2709	2709	fore made to either such Fund from 18
2710	2710	the Federal Hospital Insurance Trust 19
2711	2711	Fund under section 201(l)’’; and 20
2712	2712	(ii) in clause (ii)— 21
2713	2713	(I) by striking ‘‘the Federal Old- 22
2714	2714	Age and Survivors Insurance Trust 23
2715	2715	Fund and the Federal Disability In-24
2716	2716	surance Trust Fund’’ and inserting 25
2717	2717	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00088 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2718	2718	kjohnson on DSK79L0C42PROD with BILLS 89
2719	2719	•HR 4583 IH
2720	2720	‘‘the Social Security Trust Fund’’; 1
2721	2721	and 2
2722	2722	(II) by striking ‘‘(other than pay-3
2723	2723	ments’’ and all that follows through 4
2724	2724	‘‘and reducing’’ and inserting ‘‘, but 5
2725	2725	reducing’’; 6
2726	2726	(F) in section 221(e)— 7
2727	2727	(i) by striking ‘‘Trust Funds’’ each 8
2728	2728	place it appears and inserting ‘‘Trust 9
2729	2729	Fund’’; and 10
2730	2730	(ii) by striking the last sentence; 11
2731	2731	(G) in section 221(f), by striking ‘‘Trust 12
2732	2732	Funds’’ and inserting ‘‘Trust Fund’’; 13
2733	2733	(H) in section 222(d)— 14
2734	2734	(i) in the section heading, by striking 15
2735	2735	‘‘T
2736	2736	RUSTFUNDS’’ and inserting ‘‘TRUST 16
2737	2737	F
2738	2738	UND’’; 17
2739	2739	(ii) in paragraph (1), by striking ‘‘to 18
2740	2740	the end that savings will accrue to the 19
2741	2741	Trust Funds as a result of rehabilitating 20
2742	2742	such individuals, there are authorized to be 21
2743	2743	transferred from the Federal Old-Age and 22
2744	2744	Survivors Insurance Trust Fund and the 23
2745	2745	Federal Disability Insurance Trust Fund’’ 24
2746	2746	and inserting ‘‘to the end that savings will 25
2747	2747	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00089 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2748	2748	kjohnson on DSK79L0C42PROD with BILLS 90
2749	2749	•HR 4583 IH
2750	2750	accrue to the Trust Fund as a result of re-1
2751	2751	habilitating such individuals, there are au-2
2752	2752	thorized to be transferred from the Social 3
2753	2753	Security Trust Fund’’; and 4
2754	2754	(iii) by amending paragraph (4) to 5
2755	2755	read as follows: 6
2756	2756	‘‘(4) The Commissioner of Social Security shall deter-7
2757	2757	mine according to such methods and procedures as the 8
2758	2758	Commissioner may deem appropriate the total amount to 9
2759	2759	be reimbursed for the cost of services under this sub-10
2760	2760	section.’’; 11
2761	2761	(I) in section 228(g)— 12
2762	2762	(i) in the section heading, by striking 13
2763	2763	‘‘F
2764	2764	EDERALOLD-AGE ANDSURVIVORSIN-14
2765	2765	SURANCETRUSTFUND’’ and inserting 15
2766	2766	‘‘S
2767	2767	OCIALSECURITYTRUSTFUND’’; and 16
2768	2768	(ii) in the matter preceding paragraph 17
2769	2769	(1), by striking ‘‘Federal Old-Age and Sur-18
2770	2770	vivors Insurance Trust Fund’’ and insert-19
2771	2771	ing ‘‘Social Security Trust Fund’’; 20
2772	2772	(J) in section 231(c), by striking ‘‘Trust 21
2773	2773	Funds’’ each place it appears and inserting 22
2774	2774	‘‘Trust Fund’’; and 23
2775	2775	(K) in section 234(a)(1), by striking 24
2776	2776	‘‘Trust Funds’’ and inserting ‘‘Trust Fund’’. 25
2777	2777	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00090 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2778	2778	kjohnson on DSK79L0C42PROD with BILLS 91
2779	2779	•HR 4583 IH
2780	2780	(2) TITLE VII.—Title VII of the Social Security 1
2781	2781	Act (42 U.S.C. 901 et seq.) is amended— 2
2782	2782	(A) in section 703(j), by striking ‘‘Federal 3
2783	2783	Disability Insurance Trust Fund, the Federal 4
2784	2784	Old-Age and Survivors Insurance Trust Fund,’’ 5
2785	2785	and inserting ‘‘Social Security Trust Fund’’; 6
2786	2786	(B) in section 708(c), by striking ‘‘the 7
2787	2787	‘OASDI trust fund ratio’ under section 201(l),’’ 8
2788	2788	after ‘‘computing’’; 9
2789	2789	(C) in section 709— 10
2790	2790	(i) in subsection (a), by striking ‘‘Fed-11
2791	2791	eral Old-Age and Survivors Insurance 12
2792	2792	Trust Fund and the Federal Disability In-13
2793	2793	surance Trust Fund’’ and inserting ‘‘Social 14
2794	2794	Security Trust Fund’’; and 15
2795	2795	(ii) in subsection (b)— 16
2796	2796	(I) in paragraph (1), by striking 17
2797	2797	‘‘section 201(l) or’’; and 18
2798	2798	(II) in paragraph (2), by striking 19
2799	2799	‘‘Federal Old-Age and Survivors In-20
2800	2800	surance Trust Fund and the Federal 21
2801	2801	Disability Insurance Trust Fund’’ and 22
2802	2802	inserting ‘‘Social Security Trust 23
2803	2803	Fund’’; and 24
2804	2804	(D) in section 710— 25
2805	2805	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00091 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2806	2806	kjohnson on DSK79L0C42PROD with BILLS 92
2807	2807	•HR 4583 IH
2808	2808	(i) in subsection (a), by striking ‘‘Fed-1
2809	2809	eral Old-Age and Survivors Insurance 2
2810	2810	Trust Fund and the Federal Disability In-3
2811	2811	surance Trust Fund’’ and inserting ‘‘Social 4
2812	2812	Security Trust Fund’’; and 5
2813	2813	(ii) in subsection (b)— 6
2814	2814	(I) by striking ‘‘any Trust Fund 7
2815	2815	specified in subsection (a)’’ and in-8
2816	2816	serting ‘‘the Social Security Trust 9
2817	2817	Fund’’; and 10
2818	2818	(II) by striking ‘‘payments from 11
2819	2819	any such Trust Fund’’ and inserting 12
2820	2820	‘‘payments from the Social Security 13
2821	2821	Trust Fund’’. 14
2822	2822	(3) T
2823	2823	ITLE XI.—Title XI of the Social Security 15
2824	2824	Act (42 U.S.C. 1301 et seq.) is amended— 16
2825	2825	(A) in section 1106(b), by striking ‘‘the 17
2826	2826	Federal Old-Age and Survivors Insurance Trust 18
2827	2827	Fund, the Federal Disability Insurance Trust 19
2828	2828	Fund’’ and inserting ‘‘the Social Security Trust 20
2829	2829	Fund’’; 21
2830	2830	(B) in section 1129(e)(2)(A), by striking 22
2831	2831	‘‘the Federal Old-Age and Survivors Insurance 23
2832	2832	Trust Fund or the Federal Disability Insurance 24
2833	2833	Trust Fund, as determined appropriate by the 25
2834	2834	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00092 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2835	2835	kjohnson on DSK79L0C42PROD with BILLS 93
2836	2836	•HR 4583 IH
2837	2837	Secretary’’ and inserting ‘‘the Social Security 1
2838	2838	Trust Fund’’; 2
2839	2839	(C) in sections 1131(b)(2) and 1140(c)(2), 3
2840	2840	by striking ‘‘the Federal Old-Age and Survivors 4
2841	2841	Insurance Trust Fund’’ and inserting ‘‘the So-5
2842	2842	cial Security Trust Fund’’; 6
2843	2843	(D) in section 1145(c)— 7
2844	2844	(i) by striking paragraphs (1) and (2) 8
2845	2845	and inserting the following: 9
2846	2846	‘‘(1) the Social Security Trust Fund;’’; and 10
2847	2847	(ii) by redesignating paragraphs (3) 11
2848	2848	and (4) as paragraphs (2) and (3), respec-12
2849	2849	tively; and 13
2850	2850	(E) in section 1148(j)(1)(A)— 14
2851	2851	(i) in the first sentence, by striking 15
2852	2852	‘‘the Federal Old-Age and Survivors Insur-16
2853	2853	ance Trust Fund and the Federal Dis-17
2854	2854	ability Insurance Trust Fund’’ and insert-18
2855	2855	ing ‘‘the Social Security Trust Fund’’; and 19
2856	2856	(ii) by striking the second sentence. 20
2857	2857	(4) T
2858	2858	ITLE XVIII.—Title XVIII of the Social Se-21
2859	2859	curity Act (42 U.S.C. 1395) is amended— 22
2860	2860	(A) in section 1817(g), by striking ‘‘Fed-23
2861	2861	eral Old-Age and Survivors Insurance Trust 24
2862	2862	Fund and from the Federal Disability Insur-25
2863	2863	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00093 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
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2865	2865	•HR 4583 IH
2866	2866	ance Trust Fund’’ and inserting ‘‘Social Secu-1
2867	2867	rity Trust Fund’’; 2
2868	2868	(B) in section 1840(a)(2), by striking 3
2869	2869	‘‘Federal Old-Age and Survivors Insurance 4
2870	2870	Trust Fund or the Federal Disability Insurance 5
2871	2871	Trust Fund’’ and inserting ‘‘Social Security 6
2872	2872	Trust Fund’’; and 7
2873	2873	(C) in section 1841(f), by striking ‘‘Fed-8
2874	2874	eral Old-Age and Survivors Insurance Trust 9
2875	2875	Fund and from the Federal Disability Insur-10
2876	2876	ance Trust Fund’’ and inserting ‘‘Social Secu-11
2877	2877	rity Trust Fund’’. 12
2878	2878	(f) C
2879	2879	ONFORMINGAMENDMENTSOUTSIDE OFSOCIAL 13
2880	2880	S
2881	2881	ECURITYACT.— 14
2882	2882	(1) B
2883	2883	UDGET.— 15
2884	2884	(A) O
2885	2885	FF-BUDGET EXEMPTION .—Section 16
2886	2886	405(a) of the Congressional Budget Act of 17
2887	2887	1974 (2 U.S.C. 655(a)) is amended by striking 18
2888	2888	‘‘Federal Old-Age and Survivors Insurance and 19
2889	2889	Federal Disability Insurance Trust Funds’’ and 20
2890	2890	inserting ‘‘Social Security Trust Fund’’. 21
2891	2891	(B) S
2892	2892	EQUESTRATION EXEMPTION .—Sec-22
2893	2893	tion 255(g)(1)(A) of the Balanced Budget and 23
2894	2894	Emergency Deficit Control Act of 1985 (2 24
2895	2895	U.S.C. 905(g)(1)(A)) is amended by striking 25
2896	2896	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00094 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2897	2897	kjohnson on DSK79L0C42PROD with BILLS 95
2898	2898	•HR 4583 IH
2899	2899	‘‘Payments to Social Security Trust Funds’’ 1
2900	2900	and inserting ‘‘Payments to the Social Security 2
2901	2901	Trust Fund’’. 3
2902	2902	(2) T
2903	2903	AX.— 4
2904	2904	(A) T
2905	2905	AXABLE WAGES.—Section 3121(l)(4) 5
2906	2906	of the Internal Revenue Code of 1986 is 6
2907	2907	amended by striking ‘‘Federal Old-Age and 7
2908	2908	Survivors Insurance Trust Fund and the Fed-8
2909	2909	eral Disability Insurance Trust Fund’’ and in-9
2910	2910	serting ‘‘Social Security Trust Fund’’. 10
2911	2911	(B) O
2912	2912	VERPAYMENTS.— 11
2913	2913	(i) Section 6402(d)(3)(C) of the Inter-12
2914	2914	nal Revenue Code of 1986 is amended by 13
2915	2915	striking ‘‘Federal Old-Age and Survivors 14
2916	2916	Insurance Trust Fund or the Federal Dis-15
2917	2917	ability Insurance Trust Fund, whichever is 16
2918	2918	certified to the Secretary as appropriate by 17
2919	2919	the Commissioner of Social Security’’ and 18
2920	2920	inserting ‘‘Social Security Trust Fund’’. 19
2921	2921	(ii) Subsection (f)(2)(B) of section 20
2922	2922	3720A of title 31, United States Code, is 21
2923	2923	amended by striking ‘‘Federal Old-Age and 22
2924	2924	Survivors Insurance Trust Fund or the 23
2925	2925	Federal Disability Insurance Trust Fund, 24
2926	2926	whichever is certified to the Secretary of 25
2927	2927	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00095 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2928	2928	kjohnson on DSK79L0C42PROD with BILLS 96
2929	2929	•HR 4583 IH
2930	2930	the Treasury as appropriate by the Com-1
2931	2931	missioner of Social Security’’ and inserting 2
2932	2932	‘‘Social Security Trust Fund’’. 3
2933	2933	(3) F
2934	2934	ALSE CLAIMS PENALTIES .—Subsection 4
2935	2935	(g)(2) of section 3806 of title 31, United States 5
2936	2936	Code, is amended— 6
2937	2937	(A) in subparagraph (B)— 7
2938	2938	(i) by striking ‘‘Secretary of Health 8
2939	2939	and Human Services’’ and inserting ‘‘Com-9
2940	2940	missioner of Social Security’’; and 10
2941	2941	(ii) by striking ‘‘Federal Old-Age and 11
2942	2942	Survivors Insurance Trust Fund’’ and in-12
2943	2943	serting ‘‘Social Security Trust Fund’’; and 13
2944	2944	(B) in subparagraph (C)— 14
2945	2945	(i) by striking ‘‘Secretary of Health 15
2946	2946	and Human Services’’ and inserting ‘‘Com-16
2947	2947	missioner of Social Security’’; and 17
2948	2948	(ii) by striking ‘‘Federal Disability In-18
2949	2949	surance Trust Fund’’ and inserting ‘‘Social 19
2950	2950	Security Trust Fund’’. 20
2951	2951	(4) R
2952	2952	AILROAD RETIREMENT BOARD .—Section 7 21
2953	2953	of the Railroad Retirement Act of 1974 (45 U.S.C. 22
2954	2954	231f) is amended— 23
2955	2955	(A) in subsection (b)(2), by striking ‘‘Fed-24
2956	2956	eral Old-Age and Survivors Insurance Trust 25
2957	2957	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00096 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
2958	2958	kjohnson on DSK79L0C42PROD with BILLS 97
2959	2959	•HR 4583 IH
2960	2960	Fund and the Federal Disability Insurance 1
2961	2961	Trust Fund’’ and inserting ‘‘Social Security 2
2962	2962	Trust Fund’’; 3
2963	2963	(B) in subsection (c)(2)— 4
2964	2964	(i) by striking ‘‘Secretary of Health, 5
2965	2965	Education, and Welfare’’ each time it ap-6
2966	2966	pears and inserting ‘‘Commissioner of So-7
2967	2967	cial Security’’; and 8
2968	2968	(ii) by striking ‘‘Federal Old-Age and 9
2969	2969	Survivors Insurance Trust Fund, the Fed-10
2970	2970	eral Disability Insurance Trust Fund,’’ 11
2971	2971	each time it appears and inserting ‘‘Social 12
2972	2972	Security Trust Fund’’; and 13
2973	2973	(C) in subsection (c)(4), by striking ‘‘Fed-14
2974	2974	eral Old-Age and Survivors Insurance Trust 15
2975	2975	Fund, the Federal Disability Insurance Trust 16
2976	2976	Fund,’’ and inserting ‘‘Social Security Trust 17
2977	2977	Fund’’. 18
2978	2978	(g) R
2979	2979	ULE OFCONSTRUCTION.—Effective beginning 19
2980	2980	on January 1, 2025, any reference in law (other than sec-20
2981	2981	tion 201(a) of the Social Security Act) to the ‘‘Federal 21
2982	2982	Old-Age and Survivors Insurance Trust Fund’’ or the 22
2983	2983	‘‘Federal Disability Insurance Trust Fund’’ is deemed to 23
2984	2984	be a reference to the Social Security Trust Fund. 24
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2986	2986	kjohnson on DSK79L0C42PROD with BILLS 98
2987	2987	•HR 4583 IH
2988	2988	(h) EFFECTIVEDATE.—The amendments made by 1
2989	2989	this section shall take effect on January 1, 2025. 2
2990	2990	TITLE III—STRENGTHENING 3
2991	2991	SERVICE DELIVERY 4
2992	2992	SEC. 301. CLARIFYING THE REQUIREMENT TO MAIL SOCIAL 5
2993	2993	SECURITY ACCOUNT STATEMENTS. 6
2994	2994	(a) I
2995	2995	NGENERAL.—Section 1143 of the Social Secu-7
2996	2996	rity Act (42 U.S.C. 1320b–13) is amended— 8
2997	2997	(1) in subsection (a)(1), by adding at the end 9
2998	2998	the following: ‘‘Such statement shall be provided by 10
2999	2999	mail unless the requesting individual chooses elec-11
3000	3000	tronic delivery for that request.’’; and 12
3001	3001	(2) in subsection (c)(2)— 13
3002	3002	(A) by striking ‘‘Beginning not later than’’ 14
3003	3003	and inserting ‘‘(A) Beginning not later than’’; 15
3004	3004	(B) by inserting ‘‘by mail’’ after ‘‘provide’’; 16
3005	3005	and 17
3006	3006	(C) by adding at the end the following: 18
3007	3007	‘‘(B) In any case in which an eligible individual de-19
3008	3008	scribed in subparagraph (A) responds to an annual inquiry 20
3009	3009	by the Commissioner relating to the mailing of the individ-21
3010	3010	ual’s statement by making an election that such statement 22
3011	3011	for such year be provided in electronic form only, the re-23
3012	3012	quirements of this paragraph shall be deemed to be satis-24
3013	3013	fied for such year with respect to the individual.’’. 25
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3015	3015	kjohnson on DSK79L0C42PROD with BILLS 99
3016	3016	•HR 4583 IH
3017	3017	(b) EFFECTIVEDATE.—The amendments made by 1
3018	3018	subsection (a) shall apply with respect to Social Security 2
3019	3019	account statements required to be provided on or after 3
3020	3020	January 1, 2025. 4
3021	3021	SEC. 302. PREVENTING CLOSURE OF FIELD AND HEARING 5
3022	3022	OFFICES AND RESIDENT OR RURAL CONTACT 6
3023	3023	STATIONS. 7
3024	3024	(a) M
3025	3025	ORATORIUM ON CLOSURE ORCONSOLIDATION 8
3026	3026	OFFIELD ORHEARINGOFFICES ORNEWLIMITATIONS 9
3027	3027	ONACCESS TOSUCHOFFICES.— 10
3028	3028	(1) I
3029	3029	N GENERAL.—Except as provided in para-11
3030	3030	graphs (2) and (3), the Commissioner of Social Se-12
3031	3031	curity shall take no action on or after the date of 13
3032	3032	enactment of this Act to close or consolidate field or 14
3033	3033	hearing offices of the Social Security Administration 15
3034	3034	or to otherwise impose any new limitation on access 16
3035	3035	to such offices. 17
3036	3036	(2) E
3037	3037	XCEPTION FOR EMERGENCY CLOSURES .— 18
3038	3038	Paragraph (1) shall not apply with respect to any 19
3039	3039	temporary action by the Commissioner to close or 20
3040	3040	otherwise limit access to field or hearing offices in 21
3041	3041	response to an emergency. 22
3042	3042	(3) C
3043	3043	ESSATION OF MORATORIUM UPON REPORT 23
3044	3044	TO CONGRESS.—Paragraph (1) shall cease to be ef-24
3045	3045	fective 180 days after the Commissioner submits to 25
3046	3046	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00099 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
3047	3047	kjohnson on DSK79L0C42PROD with BILLS 100
3048	3048	•HR 4583 IH
3049	3049	the Committee on Ways and Means of the House of 1
3050	3050	Representatives and the Committee on Finance of 2
3051	3051	the Senate a detailed report outlining and justifying 3
3052	3052	the process for selecting field or hearing offices to be 4
3053	3053	closed or consolidated or otherwise to have limited 5
3054	3054	access. Such report shall include— 6
3055	3055	(A) an analysis of the criteria used for se-7
3056	3056	lecting field or hearing offices for closure, con-8
3057	3057	solidation, or limited access; 9
3058	3058	(B) a description of how the Commissioner 10
3059	3059	has analyzed and considered relevant factors, 11
3060	3060	including but not limited to transportation and 12
3061	3061	communication burdens faced by individuals 13
3062	3062	serviced by the offices, including elderly and 14
3063	3063	disabled citizens; and 15
3064	3064	(C) a description of any method of cost- 16
3065	3065	benefit analysis applied by the Commissioner in 17
3066	3066	connection with closures and consolidations of 18
3067	3067	field or hearing offices, and other limitations on 19
3068	3068	access to field or hearing offices, including any 20
3069	3069	analysis that takes into account— 21
3070	3070	(i) the anticipated savings resulting 22
3071	3071	from the closure, consolidation, or limita-23
3072	3072	tion on access; 24
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3074	3074	kjohnson on DSK79L0C42PROD with BILLS 101
3075	3075	•HR 4583 IH
3076	3076	(ii) the anticipated costs associated 1
3077	3077	with replacing services lost by the closure, 2
3078	3078	consolidation, or limitation on access; 3
3079	3079	(iii) the anticipated effects on employ-4
3080	3080	ees of the offices affected; 5
3081	3081	(iv) how the loss of access resulting 6
3082	3082	from the closure, consolidation, or limita-7
3083	3083	tion on access will be replaced by the es-8
3084	3084	tablishment of a new field or hearing of-9
3085	3085	fice, increased access at a different office, 10
3086	3086	or some other means, and the factors con-11
3087	3087	sidered by the Commissioner in deter-12
3088	3088	mining how to replace such lost access; 13
3089	3089	and 14
3090	3090	(v) such other relevant factors as may 15
3091	3091	be determined by the Commissioner, in-16
3092	3092	cluding but not limited to transportation 17
3093	3093	and communication burdens faced by indi-18
3094	3094	viduals serviced by the offices, including el-19
3095	3095	derly and disabled citizens. 20
3096	3096	(b) R
3097	3097	EQUIREMENTS FOR FUTURECLOSURES, CON-21
3098	3098	SOLIDATIONS, ANDNEWLIMITATIONS ONACCESS.— 22
3099	3099	(1) I
3100	3100	N GENERAL.—Section 704 of the Social 23
3101	3101	Security Act (42 U.S.C. 904) is amended by adding 24
3102	3102	at the end the following new subsection: 25
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3104	3104	kjohnson on DSK79L0C42PROD with BILLS 102
3105	3105	•HR 4583 IH
3106	3106	‘‘Field and Hearing Offices 1
3107	3107	‘‘(f)(1) Subject to paragraph (6), the Commissioner 2
3108	3108	may not close a field or hearing office of the Administra-3
3109	3109	tion, consolidate two or more such offices, or otherwise 4
3110	3110	impose any new limitation on public access to any such 5
3111	3111	office, unless the Commissioner complies with the require-6
3112	3112	ments of paragraphs (2), (3), (4), and (5) in connection 7
3113	3113	with the closure, consolidation, or limitation on public ac-8
3114	3114	cess. 9
3115	3115	‘‘(2)(A) The requirements of this paragraph are met 10
3116	3116	in connection with a closure, consolidation, or new limita-11
3117	3117	tion on access referred to in paragraph (1) only if— 12
3118	3118	‘‘(i) not later than 120 days before the date of 13
3119	3119	the closure, consolidation, or limitation on access, 14
3120	3120	the Commissioner provides effective public notice of 15
3121	3121	the proposed closure, consolidation, or limitation on 16
3122	3122	access (including, to the extent practicable, notice by 17
3123	3123	direct mailing and through community outlets such 18
3124	3124	as newspapers and posting in heavily frequented 19
3125	3125	public spaces) to individuals residing in the area 20
3126	3126	serviced by the affected office or offices; 21
3127	3127	‘‘(ii) the public notice issued pursuant to clause 22
3128	3128	(i) includes information on— 23
3129	3129	‘‘(I) how the Commissioner will, not later 24
3130	3130	than 30 days after the date of the closure, con-25
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3132	3132	kjohnson on DSK79L0C42PROD with BILLS 103
3133	3133	•HR 4583 IH
3134	3134	solidation, or limitation on access, replace the 1
3135	3135	loss in access resulting from the closure, con-2
3136	3136	solidation, or limitation on access by estab-3
3137	3137	lishing a new office, increasing public access to 4
3138	3138	a different office, or some other means; and 5
3139	3139	‘‘(II) how to contact the Administration if 6
3140	3140	an individual experiences service delays or prob-7
3141	3141	lems as a result of the closure, consolidation, or 8
3142	3142	limitation on access; and 9
3143	3143	‘‘(iii) not earlier than 30 days after the 10
3144	3144	issuance of public notice pursuant to clause (i) and 11
3145	3145	not later than 45 days before the date of the pro-12
3146	3146	posed closure, consolidation, or limitation on access, 13
3147	3147	the Commissioner conducts at least 2 public hear-14
3148	3148	ings (scheduled so that the first and last such hear-15
3149	3149	ings are separated by at least 10 days), at which the 16
3150	3150	Commissioner presents the justifications for the clo-17
3151	3151	sure, consolidation, or limitation on access described 18
3152	3152	in subparagraph (B) and provides for attendees an 19
3153	3153	opportunity to present their views regarding the pro-20
3154	3154	posed closure, consolidation, or limitation on access. 21
3155	3155	‘‘(B) The justifications referred to in subparagraph 22
3156	3156	(A)(iii) shall consist of the following: 23
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3158	3158	kjohnson on DSK79L0C42PROD with BILLS 104
3159	3159	•HR 4583 IH
3160	3160	‘‘(i) an analysis of the criteria used for selecting 1
3161	3161	the field or hearing office or offices for closure, con-2
3162	3162	solidation, or limited access; 3
3163	3163	‘‘(ii) a description of how the Commissioner has 4
3164	3164	analyzed and considered relevant factors, including 5
3165	3165	but not limited to transportation and communication 6
3166	3166	burdens faced by individuals serviced by the offices, 7
3167	3167	including elderly and disabled citizens; and 8
3168	3168	‘‘(iii) a description of a method of cost-benefit 9
3169	3169	analysis which shall be applied by the Commissioner 10
3170	3170	in connection with the closure, consolidation, or limi-11
3171	3171	tation on access, and which shall take into ac-12
3172	3172	count— 13
3173	3173	‘‘(I) the anticipated savings resulting from 14
3174	3174	the closure, consolidation, or limitation on ac-15
3175	3175	cess; 16
3176	3176	‘‘(II) the anticipated costs associated with 17
3177	3177	replacing services lost by the closure, consolida-18
3178	3178	tion, or limitation on access; 19
3179	3179	‘‘(III) the anticipated effects on employees 20
3180	3180	of the offices affected; and 21
3181	3181	‘‘(IV) such other relevant factors as may 22
3182	3182	be determined by the Commissioner, including 23
3183	3183	but not limited to transportation and commu-24
3184	3184	nication burdens faced by individuals serviced 25
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3186	3186	kjohnson on DSK79L0C42PROD with BILLS 105
3187	3187	•HR 4583 IH
3188	3188	by the offices, including elderly and disabled 1
3189	3189	citizens. 2
3190	3190	‘‘(C) The notice provided pursuant to subparagraph 3
3191	3191	(A)(i) shall include notice of the time and place of the 4
3192	3192	public hearings to be conducted pursuant to clause (A)(iii) 5
3193	3193	and of the right of aggrieved individuals to appeal to the 6
3194	3194	Commissioner regarding the proposed closure, consolida-7
3195	3195	tion, or limitation on access pursuant to paragraph (4). 8
3196	3196	‘‘(3) The requirements of this paragraph are met in 9
3197	3197	connection with a closure, consolidation, or limitation on 10
3198	3198	access referred to in paragraph (1) only if, not later than 11
3199	3199	30 days before the date of the proposed closure, consolida-12
3200	3200	tion, or limitation on access, the Commissioner submits 13
3201	3201	to the Committee on Ways and Means of the House of 14
3202	3202	Representatives, the Committee on Finance of the Senate, 15
3203	3203	and each Member of the Congress representing a State 16
3204	3204	or congressional district in which the affected office or of-17
3205	3205	fices are located a detailed final report in support of the 18
3206	3206	closure, consolidation, or limitation on access. Such report 19
3207	3207	shall include— 20
3208	3208	‘‘(A) the justifications described in paragraph 21
3209	3209	(2)(B), (including any amendments made to such 22
3210	3210	justifications after the public hearings conducted 23
3211	3211	pursuant to paragraph (2)(A)); 24
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3214	3214	•HR 4583 IH
3215	3215	‘‘(B) any findings made by the Commissioner 1
3216	3216	pursuant to the public hearings; 2
3217	3217	‘‘(C) the status of any appeals regarding the 3
3218	3218	closure, consolidation, or new limitation on access 4
3219	3219	which were commenced pursuant to paragraph (4) 5
3220	3220	before the date of the report; 6
3221	3221	‘‘(D) the final decision of the Commissioner re-7
3222	3222	garding the closure, consolidation, or new limitation 8
3223	3223	on access; and 9
3224	3224	‘‘(E) such other information as the Commis-10
3225	3225	sioner considers relevant. 11
3226	3226	‘‘(4)(A) Upon timely request by any individual who 12
3227	3227	makes a showing in writing described in subparagraph (B) 13
3228	3228	in connection with a proposed closure, consolidation, or 14
3229	3229	limitation on access referred to in subparagraph (A), the 15
3230	3230	Commissioner shall give such individual an opportunity for 16
3231	3231	a hearing with respect to the closure, consolidation, or lim-17
3232	3232	itation on access. The request for the hearing shall be con-18
3233	3233	sidered timely only if it is made not later than 30 days 19
3234	3234	before the proposed date of the closure, consolidation, or 20
3235	3235	limitation on access. The Commissioner shall submit to 21
3236	3236	the Committee on Ways and Means of the House of Rep-22
3237	3237	resentatives, the Committee on Finance of the Senate, and 23
3238	3238	each Member of the Congress representing a State or con-24
3239	3239	gressional district in which the affected office or offices 25
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3242	3242	•HR 4583 IH
3243	3243	are located the Commissioner’s findings based on the 1
3244	3244	hearing and a description of any action taken or to be 2
3245	3245	taken by the Commissioner on the basis of such findings. 3
3246	3246	‘‘(B) A showing described in subparagraph (A) shall 4
3247	3247	consist of a showing that— 5
3248	3248	‘‘(i) the determination of the Commissioner to 6
3249	3249	close a field or hearing office, consolidate field or 7
3250	3250	hearing offices, or impose a new limitation on access 8
3251	3251	to a field or hearing office is arbitrary, capricious, 9
3252	3252	an abuse of discretion, not in accordance with law, 10
3253	3253	or not based on substantial evidence; or 11
3254	3254	‘‘(ii) the Commissioner has failed to observe 12
3255	3255	procedures required by law in connection with the 13
3256	3256	closure, consolidation, or new limitation on access. 14
3257	3257	‘‘(5) The requirement of this paragraph is met in 15
3258	3258	connection with a closure, consolidation, or limitation on 16
3259	3259	access referred to in paragraph (1) only if such closure, 17
3260	3260	consolidation, or limitation on access will not result in the 18
3261	3261	total number of field or hearing offices of the Administra-19
3262	3262	tion falling below the total number of such offices that 20
3263	3263	were in operation on September 30, 2022. 21
3264	3264	‘‘(6) Paragraph (1) shall not apply with respect to 22
3265	3265	any temporary action by the Commissioner to close or oth-23
3266	3266	erwise limit access to field or hearing offices in response 24
3267	3267	to an emergency.’’. 25
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3270	3270	•HR 4583 IH
3271	3271	(2) EFFECTIVE DATE.—The amendment made 1
3272	3272	by paragraph (1) of this subsection shall apply with 2
3273	3273	respect to closures and consolidations of field or 3
3274	3274	hearing offices and impositions of new limitations on 4
3275	3275	access to such offices occurring after the cessation 5
3276	3276	of the moratorium under subsection (a) of this sec-6
3277	3277	tion. 7
3278	3278	SEC. 303. ENSURING ACCESS TO PROFESSIONAL REP-8
3279	3279	RESENTATION. 9
3280	3280	(a) I
3281	3281	NGENERAL.—Section 206(a)(2)(A) of the Social 10
3282	3282	Security Act (42 U.S.C. 406(a)(2)(A)) is amended by 11
3283	3283	striking ‘‘The Commissioner of Social Security shall’’ and 12
3284	3284	all that follows through the end and inserting the fol-13
3285	3285	lowing: ‘‘Notwithstanding the previous sentence, in the 14
3286	3286	case of an agreement described in this subparagraph en-15
3287	3287	tered into on or after the date of enactment of the Social 16
3288	3288	Security 2100 Act, there shall be substituted for the dollar 17
3289	3289	amount specified in clause (ii)(II) an amount equal to such 18
3290	3290	dollar amount (as increased pursuant to the previous sen-19
3291	3291	tence) in effect for the calendar year preceding such cal-20
3292	3292	endar year or, if larger, the product (rounded to the near-21
3293	3293	est dollar) of $4,000 and the ratio of the national average 22
3294	3294	wage index (as defined in section 209(k)(1)) for the sec-23
3295	3295	ond calendar year preceding such calendar year to the na-24
3296	3296	tional average wage index (as so defined) for 1989. Not 25
3297	3297	VerDate Sep 11 2014 05:51 Aug 04, 2023 Jkt 039200 PO 00000 Frm 00108 Fmt 6652 Sfmt 6201 E:\BILLS\H4583.IH H4583
3298	3298	kjohnson on DSK79L0C42PROD with BILLS 109
3299	3299	•HR 4583 IH
3300	3300	later than November 1 of each calendar year after 2022, 1
3301	3301	the Commissioner of Social Security shall publish in the 2
3302	3302	Federal Register the dollar amount applicable to agree-3
3303	3303	ments entered into in the succeeding calendar year.’’. 4
3304	3304	(b) C
3305	3305	ONFORMINGAMENDMENT.—Section 209(k)(1) 5
3306	3306	of such Act (42 U.S.C. 409(k)(1)), as amended by sections 6
3307	3307	103(c) and 106(b), is further amended by inserting 7
3308	3308	‘‘206(a)(2)(A),’’ after ‘‘203(f)(8)(B)(ii),’’. 8
3309	3309	(c) P
3310	3310	UBLICATION OF TRANSITIONAMOUNT.—The 9
3311	3311	Commissioner of Social Security shall publish in the Fed-10
3312	3312	eral Register the dollar amount applicable to agreements 11
3313	3313	entered into during the portion of 2023 occurring on or 12
3314	3314	after the date of enactment of this Act not later than 3 13
3315	3315	months after such date of enactment. 14
3316	3316	(d) E
3317	3317	FFECTIVEDATE.—The amendments made by 15
3318	3318	this section shall apply with respect to agreements entered 16
3319	3319	into on or after the date of enactment of this Act. 17
3320	3320	Æ
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3322	3322	kjohnson on DSK79L0C42PROD with BILLS