I
118THCONGRESS
1
STSESSION H. R. 4583
To protect our Social Security system and improve benefits for current and
future generations.
IN THE HOUSE OF REPRESENTATIVES
JULY12, 2023
Mr. L
ARSONof Connecticut (for himself, Mr. NEAL, Mr. JEFFRIES, Ms.
C
LARKof Massachusetts, Mr. AGUILAR, Mr. CLYBURN, Mr. DOGGETT,
Mr. T
HOMPSONof California, Mr. BLUMENAUER, Mr. PASCRELL, Mr.
D
AVISof Illinois, Ms. SA´NCHEZ, Mr. HIGGINSof New York, Ms. SE-
WELL, Ms. DELBENE, Ms. CHU, Ms. MOOREof Wisconsin, Mr. KILDEE,
Mr. B
EYER, Mr. EVANS, Mr. SCHNEIDER, Mr. PANETTA, Ms. DELAURO,
Mr. C
OURTNEY, Mr. HIMES, Mrs. HAYES, Ms. ADAMS, Mr.
A
UCHINCLOSS, Ms. BALINT, Ms. BARRAGA´N, Mrs. BEATTY, Mr. BERA,
Mr. B
ISHOPof Georgia, Ms. BLUNTROCHESTER, Ms. BONAMICI, Mr.
B
OWMAN, Ms. BROWNLEY, Ms. BUSH, Mr. CARBAJAL, Mr. CA´RDENAS,
Mr. C
ARSON, Mr. CARTERof Louisiana, Mr. CARTWRIGHT, Mr. CASAR,
Mr. C
ASE, Mr. CASTEN, Ms. CASTORof Florida, Mr. CASTROof Texas,
Mrs. C
HERFILUS-MCCORMICK, Ms. CLARKEof New York, Mr. CLEAVER,
Mr. C
OHEN, Mr. CONNOLLY, Mr. COSTA, Ms. CROCKETT, Mr. CROW, Mr.
C
UELLAR, Mr. DAVISof North Carolina, Ms. DEANof Pennsylvania, Ms.
D
EGETTE, Mr. DELUZIO, Mr. DESAULNIER, Mrs. DINGELL, Ms.
E
SCOBAR, Ms. ESHOO, Mr. ESPAILLAT, Mr. FOSTER, Mrs. FOUSHEE,
Ms. L
OISFRANKELof Florida, Mr. FROST, Mr. GALLEGO, Mr.
G
ARAMENDI, Ms. GARCIAof Texas, Mr. ROBERTGARCIAof California,
Mr. G
ARCI´Aof Illinois, Mr. GOLDMANof New York, Mr. GOMEZ, Mr.
V
ICENTEGONZALEZof Texas, Mr. GREENof Texas, Mr. GRIJALVA, Mr.
H
ORSFORD, Ms. HOYLEof Oregon, Mr. HUFFMAN, Mr. IVEY, Mr. JACK-
SONof Illinois, Ms. JACKSONLEE, Ms. JAYAPAL, Mr. JOHNSONof Geor-
gia, Ms. K
APTUR, Mr. KEATING, Ms. KELLYof Illinois, Mr. KHANNA,
Mr. K
ILMER, Mr. KRISHNAMOORTHI, Ms. KUSTER, Mr. LARSENof
Washington, Ms. L
EEof California, Ms. LEEof Pennsylvania, Ms.
L
EGERFERNANDEZ, Mr. LIEU, Ms. LOFGREN, Mr. LYNCH, Mr. MAG-
AZINER, Ms. MANNING, Ms. MATSUI, Mrs. MCCLELLAN, Ms. MCCOLLUM,
Mr. M
CGARVEY, Mr. MCGOVERN, Mr. MEEKS, Mr. MENENDEZ, Ms.
M
ENG, Mr. MFUME, Mr. MORELLE, Mr. MOSKOWITZ, Mr. MOULTON, Mr.
M
RVAN, Mr. MULLIN, Mr. NADLER, Mrs. NAPOLITANO, Mr. NEGUSE,
Mr. N
ORCROSS, Ms. NORTON, Ms. OCASIO-CORTEZ, Ms. OMAR, Mr. PAL-
LONE, Mr. PAYNE, Mr. PHILLIPS, Ms. PINGREE, Ms. PLASKETT, Mr.
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POCAN, Ms. PORTER, Ms. PRESSLEY, Mr. QUIGLEY, Mrs. RAMIREZ, Mr.
R
ASKIN, Ms. ROSS, Mr. RUIZ, Mr. RUPPERSBERGER, Mr. SABLAN, Ms.
S
ALINAS, Mr. SARBANES, Ms. SCANLON, Ms. SCHAKOWSKY, Mr. SCHIFF,
Mr. D
AVIDSCOTTof Georgia, Mr. SCOTTof Virginia, Mr. SHERMAN, Ms.
S
LOTKIN, Mr. SMITHof Washington, Mr. SORENSEN, Mr. SOTO, Ms.
S
TEVENS, Ms. STRICKLAND, Mrs. SYKES, Mr. SWALWELL, Mr. TAKANO,
Mr. T
HANEDAR, Mr. THOMPSONof Mississippi, Ms. TITUS, Ms. TLAIB,
Ms. T
OKUDA, Mr. TONKO, Mrs. TORRESof California, Mr. TORRESof
New York, Mrs. T
RAHAN, Mr. TRONE, Ms. UNDERWOOD, Mr. VARGAS,
Mr. V
EASEY, Ms. VELA´ZQUEZ, Ms. WASSERMANSCHULTZ, Ms. WATERS,
Mrs. W
ATSONCOLEMAN, Ms. WILD, Ms. WILLIAMSof Georgia, and Ms.
W
ILSONof Florida) introduced the following bill; which was referred to
the Committee on Ways and Means, and in addition to the Committees
on Education and the Workforce, and Energy and Commerce, for a pe-
riod to be subsequently determined by the Speaker, in each case for con-
sideration of such provisions as fall within the jurisdiction of the com-
mittee concerned
A BILL
To protect our Social Security system and improve benefits
for current and future generations.
Be it enacted by the Senate and House of Representa-1
tives of the United States of America in Congress assembled, 2
SECTION 1. SHORT TITLE. 3
This Act may be cited as the ‘‘Social Security 2100 4
Act’’. 5
SEC. 2. TABLE OF CONTENTS. 6
The table of contents for this Act is as follows: 7
Sec. 1. Short title.
Sec. 2. Table of contents.
TITLE I—STRENGTHENING BENEFITS
Sec. 101. Across-the-board benefit increase.
Sec. 102. More accurate cost-of-living adjustment.
Sec. 103. Increasing the minimum benefit for long-term low earners.
Sec. 104. Increasing threshold amounts for inclusion of Social Security benefits
in income.
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Sec. 105. Improving benefits for widows and widowers in two-income house-
holds.
Sec. 106. Increasing benefits for beneficiaries after 15 years of eligibility.
Sec. 107. Providing caregiver credits for Social Security.
Sec. 108. Eliminating the 5-month waiting period for disability benefits.
Sec. 109. Establishing a gradual offset for disability beneficiaries with earn-
ings.
Sec. 110. Repealing the Government pension offset and windfall elimination
provisions.
Sec. 111. Extending the child’s benefit for post-secondary school students
under age 26.
Sec. 112. Increasing access to benefits for children who live with grandparents
or other relatives.
Sec. 113. Preventing an unintended drop in benefits relating to the application
of the National Average Wage Index.
Sec. 114. Holding SSI, Medicaid, and CHIP beneficiaries harmless.
TITLE II—STRENGTHENING THE TRUST FUND
Sec. 201. Determining wages and self-employment income above contribution
and benefit base after 2023.
Sec. 202. Including earnings over $400,000 in Social Security benefit formula.
Sec. 203. Application of Social Security tax to net investment income.
Sec. 204. Establishing the Social Security Trust Fund.
TITLE III—STRENGTHENING SERVICE DELIVERY
Sec. 301. Clarifying the requirement to mail Social Security account state-
ments.
Sec. 302. Preventing closure of field and hearing offices and resident or rural
contact stations.
Sec. 303. Ensuring access to professional representation.
TITLE I—STRENGTHENING 1
BENEFITS 2
SEC. 101. ACROSS-THE-BOARD BENEFIT INCREASE. 3
(a) I
NGENERAL.— 4
(1) I
NCREASE IN PRIMARY INSURANCE AMOUNT 5
COMPUTATION FORMULA .—Section 215(a)(1)(A)(i) 6
of the Social Security Act (42 U.S.C. 7
415(a)(1)(A)(i)) is amended by striking ‘‘90 per-8
cent’’ and inserting ‘‘93 percent’’. 9
(b) E
FFECTIVEDATE.— 10
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(1) IN GENERAL.—The amendments made by 1
this section shall apply with respect to monthly in-2
surance benefits payable for months in calendar 3
years 2025 through 2034. 4
(2) R
ECOMPUTATION OF PRIMARY INSURANCE 5
AMOUNTS.—Notwithstanding section 215(f) of the 6
Social Security Act, the Commissioner of Social Se-7
curity shall recompute primary insurance amounts 8
to the extent necessary— 9
(A) to carry out the amendments made by 10
this section; and 11
(B) to account for the nonapplication of 12
such amendments after calendar year 2034. 13
(c) R
ULE OFCONSTRUCTION.—For purposes of ap-14
plying subparagraphs (A) and (B) of section 215(i)(1) of 15
the Social Security Act in any calendar year, nothing in 16
this section or the amendments made by this section shall 17
be considered a general benefit increase under title II of 18
such Act. 19
SEC. 102. MORE ACCURATE COST-OF-LIVING ADJUSTMENT. 20
(a) I
NGENERAL.— 21
(1) I
N GENERAL.—Section 215(i)(1)(D) of the 22
Social Security Act (42 U.S.C. 415(i)(1)(D)) is 23
amended by striking ‘‘Consumer Price Index’’ and 24
all that follows through ‘‘such index’’ and inserting 25
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‘‘Consumer Price Index for Urban Wage Earners 1
and Clerical Workers (CPI–W, as published by the 2
Bureau of Labor Statistics of the Department of 3
Labor) or Consumer Price Index for Elderly Con-4
sumers (CPI–E, as published by such Bureau) 5
(whichever such index results in the higher percent-6
age under this subparagraph) exceeds the same such 7
index’’. 8
(2) C
ONFORMING AMENDMENT .—Section 9
215(i)(1)(G) of the Social Security Act (42 U.S.C. 10
415(i)(1)(G)) is amended by inserting ‘‘applicable 11
for purposes of subparagraph (D)’’ after ‘‘Consumer 12
Price Index’’. 13
(b) A
PPLICATION TOPRE-1979 LAW.— 14
(1) I
N GENERAL.—Section 215(i) of the Social 15
Security Act as in effect in December 1978, and as 16
applied in certain cases under the provisions of such 17
Act as in effect after December 1978, is amended— 18
(A) in paragraph (1)(B), by striking ‘‘Con-19
sumer Price Index’’ and all that follows through 20
‘‘such index’’ and inserting ‘‘Consumer Price 21
Index for Urban Wage Earners and Clerical 22
Workers (CPI–W, as published by the Bureau 23
of Labor Statistics of the Department of 24
Labor) or Consumer Price Index for Elderly 25
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Consumers (CPI–E, as published by such Bu-1
reau of such Department) (whichever such 2
index results in the higher per centum under 3
this subparagraph) exceeds, by not less than 3 4
per centum, the same such Index’’; and 5
(B) in paragraph (2)— 6
(i) in subparagraph (A)(ii), by strik-7
ing ‘‘Consumer Price Index for such cost- 8
of-living computation quarter’’ and insert-9
ing ‘‘Consumer Price Index applicable for 10
such year under paragraph (1)(B)’’; and 11
(ii) in subparagraph (C)(i), by strik-12
ing ‘‘Consumer Price Index as published 13
for any month exceeds by 2.5 percent or 14
more the level of such index’’ and inserting 15
‘‘Consumer Price Index for Urban Wage 16
Earners and Clerical Workers or Consumer 17
Price Index for Elderly Consumers as pub-18
lished for any month exceeds by 2.5 per-19
cent or more the level of such index’’. 20
(2) C
ONFORMING CHANGES .—Section 215(i)(4) 21
of the Social Security Act (42 U.S.C. 415(i)(4)) is 22
amended by inserting ‘‘and by section 102 of the So-23
cial Security 2100 Act’’ after ‘‘1986’’. 24
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(c) NOEFFECT ONADJUSTMENTSUNDEROTHER 1
L
AWS.—Section 215(i) of the Social Security Act (42 2
U.S.C. 415(i)) is amended by adding at the end the fol-3
lowing: 4
‘‘(6) With respect to any provision of law (other than 5
in this title, title VIII, or title XVI) which provides for 6
an adjustment of an amount under such provision of law 7
in the same percentage as a cost-of-living adjustment ap-8
plied to benefit amounts under this title, such provision 9
of law shall be applied and administered as if the percent-10
age of such cost-of-living adjustment applied to benefit 11
amounts under this title were determined without regard 12
to the amendments made by subsections (a) and (b) of 13
section 102 of the Social Security 2100 Act.’’. 14
(d) P
UBLICATION OFCONSUMERPRICEINDEX FOR 15
E
LDERLYCONSUMERS.—The Bureau of Labor Statistics 16
of the Department of Labor shall prepare and publish an 17
index for each calendar month to be known as the ‘‘Con-18
sumer Price Index for Elderly Consumers’’ that indicates 19
changes over time in expenditures for consumption which 20
are typical for individuals in the United States who have 21
attained age 62. 22
(e) T
RANSITIONRULE.—Prior to the publication of 23
the Consumer Price Index for Elderly Consumers (CPI– 24
E) pursuant to subsection (d), the reference to such index 25
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made in each of the amendments made by subsections (a) 1
and (b) shall be deemed to be a reference to the research 2
price index prepared by the Bureau of Labor Statistics 3
of the Department of Labor known as the Consumer Price 4
Index for Americans 62 years of age and older (R–CPI– 5
E). 6
(f) E
FFECTIVEDATE.— 7
(1) I
N GENERAL.—The amendments made by 8
this section shall apply only to determinations made 9
with respect to cost-of-living computation quarters 10
(as defined in section 215(i)(1)(B) of the Social Se-11
curity Act (42 U.S.C. 415(i)(1)(B))) ending on Sep-12
tember 30 of calendar years 2024 through 2033. 13
(2) N
ONAPPLICATION AFTER 2033.— 14
(A) COLA
REDETERMINATIONS .—For pur-15
poses of subparagraph (B) and determinations 16
made with respect to cost-of-living computation 17
quarters (as so defined) ending on September 18
30 of any calendar year after 2033, section 19
215(i) of the Social Security Act shall be ap-20
plied as if the determinations described in para-21
graph (1) had been made without regard to the 22
amendments made by this section. 23
(B) I
NCREASES BASED ON COLA DETER -24
MINATIONS.—Notwithstanding section 215(f) of 25
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the Social Security Act, the Commissioner of 1
Social Security shall, for benefits payable under 2
title II for months after November 2034 and 3
for benefits payable under title XVI for months 4
after December 2034, recompute primary insur-5
ance amounts, dollar amounts adjusted under 6
section 1617, and any other amounts subject to 7
increase on the basis of a determination made 8
with respect to cost-of-living computation quar-9
ters under section 215(i) of the Social Security 10
Act to the extent necessary to apply the rede-11
terminations made under subparagraph (A). 12
SEC. 103. INCREASING THE MINIMUM BENEFIT FOR LONG- 13
TERM LOW EARNERS. 14
(a) I
NGENERAL.—Section 215(a)(1) of the Social 15
Security Act (42 U.S.C. 415(a)(1)) is amended— 16
(1) by redesignating subparagraph (D) as sub-17
paragraph (E); and 18
(2) by inserting after subparagraph (C) the fol-19
lowing new subparagraph: 20
‘‘(D)(i) Effective with respect to the benefits of indi-21
viduals who become eligible for old-age insurance benefits 22
or disability insurance benefits (or die before becoming so 23
eligible) after 2024, no primary insurance amount com-24
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puted under subparagraph (A) may be less than the great-1
er of— 2
‘‘(I) the minimum monthly amount computed 3
under subparagraph (C); or 4
‘‘(II) in the case of an individual who has more 5
than 10 years of work (as defined in clause (iv)(I)), 6
the alternative minimum amount determined under 7
clause (ii). 8
‘‘(ii)(I) The alternative minimum amount determined 9
under this clause is the applicable percentage of
1
⁄12of 10
the annual dollar amount determined under clause (iii) for 11
the year in which the amount is determined. 12
‘‘(II) For purposes of subclause (I), the applicable 13
percentage is the percentage specified in connection with 14
the number of years of work, as set forth in the following 15
table: 16
‘‘If the number of years The applicable
of work is: percentage is:
11 ...................................................................................... 6.25 percent
12 ...................................................................................... 12.50 percent
13 ...................................................................................... 18.75 percent
14 ...................................................................................... 25.00 percent
15 ...................................................................................... 31.25 percent
16 ...................................................................................... 37.50 percent
17 ...................................................................................... 43.75 percent
18 ...................................................................................... 50.00 percent
19 ...................................................................................... 56.25 percent
20 ...................................................................................... 62.50 percent
21 ...................................................................................... 68.75 percent
22 ...................................................................................... 75.00 percent
23 ...................................................................................... 81.25 percent
24 ...................................................................................... 87.50 percent
25 ...................................................................................... 93.75 percent
26 ...................................................................................... 100.00 percent
27 ...................................................................................... 106.25 percent
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‘‘If the number of years The applicable
of work is: percentage is:
28 ...................................................................................... 112.50 percent
29 ...................................................................................... 118.75 percent
30 or more ........................................................................ 125.00 percent.
‘‘(iii) The annual dollar amount determined under 1
this clause is— 2
‘‘(I) for calendar year 2025, the poverty guide-3
line for 2024; and 4
‘‘(II) for any calendar year after 2025, the an-5
nual dollar amount established for the calendar year 6
preceding such calendar year, or, if larger, the an-7
nual dollar amount for 2025 multiplied by the ratio 8
of— 9
‘‘(aa) the national average wage index (as 10
defined in section 209(k)(1)) for the second cal-11
endar year preceding the calendar year for 12
which the determination is made, to 13
‘‘(bb) the national average wage index (as 14
so defined) for 2023. 15
‘‘(iv) For purposes of this subparagraph— 16
‘‘(I) the term ‘year of work’ means, with re-17
spect to an individual, a year to which 4 quarters of 18
coverage have been credited based on such individ-19
ual’s wages and self-employment income; and 20
‘‘(II) the term ‘poverty guideline for 2024’ 21
means the annual poverty guideline for 2024 (as up-22
dated annually in the Federal Register by the De-23
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partment of Health and Human Services under the 1
authority of section 673(2) of the Omnibus Budget 2
Reconciliation Act of 1981) as applicable to a single 3
individual.’’. 4
(b) C
ONFORMINGAMENDMENT.—Section 209(k)(1) 5
of such Act (42 U.S.C. 409(k)(1)) is amended by inserting 6
‘‘215(a)(1)(E),’’ after ‘‘215(a)(1)(D),’’. 7
(c) E
FFECTIVEDATE.— 8
(1) I
N GENERAL.—The amendments made by 9
this section shall apply with respect to monthly in-10
surance benefits payable for months in calendar 11
years 2025 through 2034. 12
(2) R
ECOMPUTATION OF PRIMARY INSURANCE 13
AMOUNTS.—Notwithstanding section 215(f) of the 14
Social Security Act, the Commissioner of Social Se-15
curity shall recompute primary insurance amounts 16
to the extent necessary— 17
(A) to carry out the amendments made by 18
this section; and 19
(B) to account for the nonapplication of 20
such amendments after calendar year 2034. 21
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SEC. 104. INCREASING THRESHOLD AMOUNTS FOR INCLU-1
SION OF SOCIAL SECURITY BENEFITS IN IN-2
COME. 3
(a) I
NGENERAL.—Subsection (a) of section 86 of the 4
Internal Revenue Code of 1986 is amended to read as fol-5
lows: 6
‘‘(a) I
NGENERAL.—Gross income for the taxable 7
year of any taxpayer described in subsection (b) (notwith-8
standing section 207 of the Social Security Act) includes 9
Social Security benefits in an amount equal to the lesser 10
of— 11
‘‘(1) 85 percent of the Social Security benefits 12
received during the taxable year, or 13
‘‘(2) one-half of the excess described in sub-14
section (b)(1).’’. 15
(b) B
ASEAMOUNT.—Subsection (c) of section 86 of 16
such Code is amended to read as follows: 17
‘‘(c) B
ASEAMOUNT.—For purposes of this section, 18
the term ‘base amount’ means— 19
‘‘(1) except as otherwise provided in this para-20
graph, $35,000, 21
‘‘(2) $50,000 in the case of a joint return, and 22
‘‘(3) zero in the case of a taxpayer who— 23
‘‘(A) is married as of the close of the tax-24
able year (within the meaning of section 7703) 25
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but does not file a joint return for such year, 1
and 2
‘‘(B) does not live apart from his spouse at 3
all times during the taxable year.’’. 4
(c) T
RANSFERS TOTRUSTFUNDS.— 5
(1) H
OSPITAL INSURANCE TRUST FUND HELD 6
HARMLESS.—Of the total revenue from taxation of 7
social security benefits, there are appropriated to the 8
Federal Hospital Insurance Trust Fund such 9
amounts as would be transferred to such fund under 10
section 121(e) of the Social Security Amendments of 11
1983 (42 U.S.C. 401 note) and section 86 of such 12
Code as such sections were in effect on the day be-13
fore the date of the enactment of this Act, at such 14
times and in such manner as would be provided 15
therein. 16
(2) T
RANSFERS TO PAYOR FUNDS .—Of the bal-17
ance of the total revenue from taxation of social se-18
curity benefits remaining after appropriations under 19
paragraph (1) have been made, there are appro-20
priated to each payor fund amounts equivalent to 21
the portion of such balance equal to a fraction— 22
(A) the numerator of which is the amount 23
equivalent to the net revenues received in the 24
Treasury attributable to the application of sec-25
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tions 86 and 871(a)(3) of such Code to pay-1
ments from such payor fund made in taxable 2
years beginning after December 31, 2024, and 3
before January 1, 2035; and 4
(B) the denominator of which is the total 5
revenue from taxation of social security bene-6
fits. 7
(3) T
RANSFERS.—The amounts appropriated 8
by paragraph (2) to any payor fund shall be trans-9
ferred from time to time (but not less frequently 10
than quarterly) from the general fund of the Treas-11
ury on the basis of estimates made by the Secretary 12
of the Treasury of the amounts referred to in such 13
paragraph. Any such quarterly payment shall be 14
made on the first day of such quarter and shall take 15
into account social security benefits estimated to be 16
received during such quarter. Proper adjustments 17
shall be made in the amounts subsequently trans-18
ferred to the extent prior estimates were in excess 19
of or less than the amounts required to be trans-20
ferred. 21
(4) D
EFINITIONS.—For purposes of this sub-22
section— 23
(A) T
OTAL REVENUE FROM TAXATION OF 24
SOCIAL SECURITY BENEFITS .—The term ‘‘total 25
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revenue from taxation of social security bene-1
fits’’ means the amount equivalent to the net 2
revenues received in the Treasury attributable 3
to the application of sections 86 and 871(a)(3) 4
of the Internal Revenue Code of 1986 to pay-5
ments from any payor fund made in taxable 6
years beginning after December 31, 2024, and 7
before January 1, 2035. 8
(B) P
AYOR FUND.—The term ‘‘payor 9
fund’’ means any trust fund or account from 10
which payments of social security benefits are 11
made. 12
(C) S
OCIAL SECURITY BENEFITS .—The 13
term ‘‘social security benefits’’ has the meaning 14
given such term by section 86(d)(1) of the In-15
ternal Revenue Code of 1986. 16
(5) C
ONFORMING AMENDMENT .—Section 17
121(e) of the Social Security Amendments of 1983 18
(42 U.S.C. 401 note) is repealed. 19
(d) E
FFECTIVEDATE.—The amendments made by 20
this section shall apply to taxable years beginning after 21
December 31, 2024, and before January 1, 2035. 22
SEC. 105. IMPROVING BENEFITS FOR WIDOWS AND WID-23
OWERS IN TWO-INCOME HOUSEHOLDS. 24
(a) I
NGENERAL.— 25
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(1) WIDOWS.—Section 202(e) of the Social Se-1
curity Act (42 U.S.C. 402(e)) is amended— 2
(A) in paragraph (1)— 3
(i) in subparagraph (B), by inserting 4
‘‘and’’ at the end; 5
(ii) in subparagraph (C)(iii), by strik-6
ing ‘‘and’’ at the end; 7
(iii) by striking subparagraph (D); 8
(iv) by redesignating subparagraphs 9
(E) and (F) as subparagraphs (D) and 10
(E), respectively; and 11
(v) in the flush matter following sub-12
paragraph (E)(ii), as so redesignated, by 13
striking ‘‘becomes entitled to an old-age in-14
surance benefit’’ and all that follows 15
through ‘‘such deceased individual,’’; 16
(B) by striking subparagraph (A) in para-17
graph (2) and inserting the following: 18
‘‘(2)(A) Except as provided in subsection 19
(k)(5), subsection (q), and subparagraph (D) of this 20
paragraph, such widow’s insurance benefit for each 21
month shall be equal to the greater of— 22
‘‘(i) the primary insurance amount (as de-23
termined for purposes of this subsection after 24
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application of subparagraphs (B) and (C)) of 1
such deceased individual, or 2
‘‘(ii) subject to paragraph (9), in the case 3
of a fully insured widow, 75 percent of the sum 4
of any old-age or disability insurance benefit for 5
which the widow is entitled for such month and 6
the primary insurance amount (as determined 7
for purposes of this subsection after application 8
of subparagraphs (B) and (C)) of such deceased 9
individual.’’; 10
(C) in paragraph (5)— 11
(i) in subparagraph (A), by striking 12
‘‘paragraph (1)(F)’’ and inserting ‘‘para-13
graph (1)(E)’’; and 14
(ii) in subparagraph (B), by striking 15
‘‘paragraph (1)(F)(i)’’ and inserting 16
‘‘paragraph (1)(E)(i)’’; and 17
(D) by adding at the end the following: 18
‘‘(9) For purposes of paragraph (2)(A)(ii), the 19
amount determined under such paragraph shall not 20
exceed the primary insurance amount for such 21
month of a hypothetical individual— 22
‘‘(A) who became entitled to old-age insur-23
ance benefits upon attaining early retirement 24
age during the month in which the deceased in-25
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dividual referred to in paragraph (1) became 1
entitled to old-age or disability insurance bene-2
fits, or died (before becoming entitled to such 3
benefits), and 4
‘‘(B) to whom wages and self-employment 5
income were credited in each of such hypo-6
thetical individual’s elapsed years (within the 7
meaning of section 215(b)(2)(B)(iii)) in an 8
amount equal to the national average wage 9
index (as described in section 209(k)(1)) for 10
each such year.’’. 11
(2) W
IDOWERS.—Section 202(f) of the Social 12
Security Act (42 U.S.C. 402(f)) is amended— 13
(A) in paragraph (1)— 14
(i) in subparagraph (B), by inserting 15
‘‘and’’ at the end; 16
(ii) in subparagraph (C)(iii), by strik-17
ing ‘‘and’’ at the end; 18
(iii) by striking subparagraph (D); 19
(iv) by redesignating subparagraphs 20
(E) and (F) as subparagraphs (D) and 21
(E), respectively; and 22
(v) in the flush matter following sub-23
paragraph (E)(ii), as so redesignated, by 24
striking ‘‘or becomes entitled to an old-age 25
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insurance benefit’’ and all that follows 1
through ‘‘such deceased individual,’’; 2
(B) by striking subparagraph (A) in para-3
graph (2) and inserting the following: 4
‘‘(2)(A) Except as provided in subsection 5
(k)(5), subsection (q), and subparagraph (D) of this 6
paragraph, such widower’s insurance benefit for 7
each month shall be equal to the greater of— 8
‘‘(i) the primary insurance amount (as de-9
termined for purposes of this subsection after 10
application of subparagraphs (B) and (C)) of 11
such deceased individual, or 12
‘‘(ii) subject to paragraph (9), in the case 13
of a fully insured widower, 75 percent of the 14
sum of any old-age or disability insurance ben-15
efit for which the widower is entitled for such 16
month and the primary insurance amount (as 17
determined for purposes of this subsection after 18
application of subparagraphs (B) and (C)) of 19
such deceased individual.’’; 20
(C) in paragraph (5)— 21
(i) in subparagraph (A), by striking 22
‘‘paragraph (1)(F)’’ and inserting ‘‘para-23
graph (1)(E)’’; and 24
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(ii) in subparagraph (B), by striking 1
‘‘paragraph (1)(F)(i)’’ and inserting 2
‘‘paragraph (1)(E)(i)’’; and 3
(D) by adding at the end the following: 4
‘‘(9) For purposes of paragraph (2)(A)(ii), the 5
amount determined under such paragraph shall not 6
exceed the primary insurance amount for such 7
month of a hypothetical individual— 8
‘‘(A) who became entitled to old-age insur-9
ance benefits upon attaining early retirement 10
age during the month in which the deceased in-11
dividual referred to in paragraph (1) became 12
entitled to old-age or disability insurance bene-13
fits, or died (before becoming entitled to such 14
benefits), and 15
‘‘(B) to whom wages and self-employment 16
income were credited in each of such hypo-17
thetical individual’s elapsed years (within the 18
meaning of section 215(b)(2)(B)(iii)) in an 19
amount equal to the national average wage 20
index (as described in section 209(k)(1)) for 21
each such year.’’. 22
(b) C
ONFORMINGAMENDMENT.—Section 209(k)(1) 23
of the Social Security Act (42 U.S.C. 409(k)(1)), as 24
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amended by section 103(c), is further amended by insert-1
ing ‘‘202(e)(9), 202(f)(9),’’ after ‘‘sections’’. 2
(c) E
FFECTIVEDATE.—The amendments made by 3
this section shall apply with respect to widow’s or wid-4
ower’s insurance benefits payable for months in calendar 5
years 2025 through 2034. 6
SEC. 106. INCREASING BENEFITS FOR BENEFICIARIES 7
AFTER 15 YEARS OF ELIGIBILITY. 8
(a) I
NGENERAL.—Section 202 of the Social Security 9
Act (42 U.S.C. 402) is amended by adding at the end the 10
following new subsection: 11
‘‘(aa) I
NCREASE INBENEFITAMOUNTS ONACCOUNT 12
OFLONG-TERMELIGIBILITY.—(1) In the case of an indi-13
vidual who is a qualified beneficiary for a calendar year 14
after 2024, the amount of any monthly insurance benefit 15
of such qualified beneficiary under this section or section 16
223 for any month in such calendar year shall be in-17
creased in accordance with paragraph (3). 18
‘‘(2)(A) For purposes of this subsection, the term 19
‘qualified beneficiary’ for a calendar year means an indi-20
vidual in any case in which such calendar year is at least 21
the 16th year beginning after the applicable year of eligi-22
bility for such individual. 23
‘‘(B) For purposes of this subsection, the applicable 24
year of eligibility for an individual is the year in which 25
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the individual on whose wages and self-employment in-1
come the monthly insurance benefit is based initially be-2
came eligible (or died before becoming eligible) for old- 3
age insurance benefits under subsection (a) or disability 4
insurance benefits under section 223. 5
‘‘(3)(A) The increase required under paragraph (1) 6
with respect to the monthly insurance benefit of an indi-7
vidual who is a qualified beneficiary for a calendar year 8
shall be equal to the applicable percentage (specified for 9
such benefit in subparagraph (B)) of the full increase 10
amount for such calendar year (determined under sub-11
paragraph (C)). 12
‘‘(B) The applicable percentage specified for a 13
monthly insurance benefit under this subparagraph for a 14
calendar year is the percentage specified, in connection 15
with the year described in the following table, as follows: 16
The applicable
‘‘If the year described is: percentage is:
the 16th year beginning after the applicable year of eligi-
bility .............................................................................. 20 percent
the 17th year beginning after the applicable year of eligi-
bility .............................................................................. 40 percent
the 18th year beginning after the applicable year of eligi-
bility .............................................................................. 60 percent
the 19th year beginning after the applicable year of eligi-
bility .............................................................................. 80 percent
the 20th year beginning after the applicable year of eligi-
bility or later ................................................................. 100 percent.
‘‘(C)(i) Except as provided in clause (ii), the full in-17
crease amount determined under this subparagraph for a 18
calendar year in connection with the monthly insurance 19
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benefit of a qualified beneficiary is a dollar amount equal 1
to 5 percent of the primary insurance amount of a puta-2
tive individual if— 3
‘‘(I) such primary insurance amount were de-4
termined for January of such calendar year; 5
‘‘(II) on January 1 of the applicable year of eli-6
gibility for the qualified beneficiary, such putative 7
individual were fully insured, attained retirement 8
age (as defined in section 216(l)(2)) and were other-9
wise eligible for, and applied for, old-age insurance 10
benefits; and 11
‘‘(III) such putative individual’s average in-12
dexed monthly earnings taken into account in deter-13
mining such primary insurance amount were equal 14
to
1
⁄12of the national average wage index (as de-15
fined in section 209(k)(1)) for the second year prior 16
to such applicable year of eligibility. 17
‘‘(ii)(I) In the case of a monthly insurance benefit 18
under subsection (b) or (c), the full increase amount deter-19
mined under this subparagraph shall be one-half the 20
amount determined under clause (i). 21
‘‘(II) in the case of a monthly insurance benefit under 22
subsection (d), (g), or (h), the full increase amount deter-23
mined under this subparagraph shall be the percentage of 24
the amount determined under clause (i) equal to the ratio 25
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which the amount of such benefit bears to the primary 1
insurance amount (before the application of section 2
203(a)) of the individual on whose wages and self-employ-3
ment income the monthly insurance benefit is based. 4
‘‘(4) In the case of a qualified beneficiary who is enti-5
tled to two or more monthly insurance benefits under this 6
title for the same month— 7
‘‘(A) the earliest applicable year of eligibility for 8
such beneficiary with respect to such benefits shall 9
be treated as the applicable year of eligibility for 10
such beneficiary for the purposes of this subsection; 11
and 12
‘‘(B) such beneficiary shall be entitled to an in-13
crease with respect only to one such benefit. 14
‘‘(5) This subsection shall be applied to monthly in-15
surance benefits after any increase under subsection (w) 16
and any applicable reductions and deductions under this 17
title.’’. 18
(b) C
ONFORMINGAMENDMENTS.— 19
(1) Section 202 of such Act (42 U.S.C. 402) is 20
amended— 21
(A) in the last sentence of subsection (a), 22
by striking ‘‘subsection (q) and subsection (w)’’ 23
and inserting ‘‘subsections (q), (w), and (aa)’’; 24
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(B) in subsection (b)(2), by striking ‘‘sub-1
sections (k)(5) and (q)’’ and inserting ‘‘sub-2
sections (k)(5), (q), and (aa)’’; 3
(C) in subsection (c)(2), by striking ‘‘sub-4
sections (k)(5) and (q)’’ and inserting ‘‘sub-5
sections (k)(5), (q), and (aa)’’; 6
(D) in subsection (d)(2), by adding at the 7
end the following: ‘‘This paragraph shall apply 8
subject to subsection (aa).’’; 9
(E) in subsection (e)(2)(A), by striking 10
‘‘subsection (k)(5), subsection (q), and subpara-11
graph (D) of this paragraph’’ and inserting 12
‘‘subsection (k)(5), subsection (q), subsection 13
(aa), and subparagraph (D) of this paragraph’’; 14
(F) in subsection (f)(2)(A), by striking 15
‘‘subsection (k)(5), subsection (q), and subpara-16
graph (D) of this paragraph’’ and inserting 17
‘‘subsection (k)(5), subsection (q), subsection 18
(aa), and subparagraph (D) of this paragraph’’; 19
(G) in subsection (g)(2), by striking 20
‘‘Such’’ and inserting ‘‘Except as provided in 21
subsections (k)(5) and (aa), such’’; 22
(H) in subsection (h)(2)(A), by inserting 23
‘‘and subsection (aa)’’ after ‘‘subparagraphs 24
(B) and (C)’’; and 25
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(2) Section 223(a)(2) of such Act (42 U.S.C. 1
423(a)(2)) is amended by striking ‘‘section 202(q)’’ 2
and inserting ‘‘sections 202(q) and 202(aa)’’. 3
(3) Section 209(k)(1) of such Act (42 U.S.C. 4
409(k)(1)) is amended by inserting 5
‘‘202(aa)(3)(C)(i)(II),’’ before ‘‘203(f)(8)(B)(ii)’’. 6
(c) E
FFECTIVEDATE.—The amendments made by 7
this section shall apply with respect to monthly insurance 8
benefits payable for months in calendar years 2025 9
through 2034. 10
SEC. 107. PROVIDING CAREGIVER CREDITS FOR SOCIAL SE-11
CURITY. 12
(a) I
NGENERAL.—Title II of the Social Security Act 13
is amended by adding after section 234 (42 U.S.C. 434) 14
the following new section: 15
‘‘
DEEMED WAGES FOR CAREGIVERS OF DEPENDENT 16
RELATIVES 17
‘‘S
EC. 235. (a) DEFINITIONS.—For purposes of this 18
section— 19
‘‘(1)(A) Subject to subparagraph (B), the term 20
‘qualifying year’ means, in connection with an indi-21
vidual, any calendar year during which such indi-22
vidual was engaged for not less than 960 hours in 23
providing care to a dependent relative without mone-24
tary compensation. 25
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‘‘(B) The term ‘qualifying year’ does not in-1
clude any year ending after the date on which such 2
individual attains retirement age (as defined in sec-3
tion 216(l)). 4
‘‘(2) The term ‘dependent relative’ means, in 5
connection with an individual— 6
‘‘(A) a child, grandchild, niece, or nephew 7
(of such individual or such individual’s spouse 8
or domestic partner), or a child to which the in-9
dividual or the individual’s spouse or domestic 10
partner is standing in loco parentis, who is 11
under the age of 12; or 12
‘‘(B) a child, grandchild, niece, or nephew 13
(of such individual or such individual’s spouse 14
or domestic partner), a child to which the indi-15
vidual or the individual’s spouse or domestic 16
partner is standing in loco parentis, a parent, 17
grandparent, sibling, aunt, or uncle (of such in-18
dividual or his or her spouse or domestic part-19
ner), or such individual’s spouse or domestic 20
partner, if such child, grandchild, niece, neph-21
ew, parent, grandparent, sibling, aunt, uncle, 22
spouse, or domestic partner is a chronically de-23
pendent individual. 24
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‘‘(3)(A) The term ‘chronically dependent indi-1
vidual’ means an individual who— 2
‘‘(i) is dependent on a daily basis on verbal 3
reminding, physical cueing, supervision, or 4
other assistance provided to the individual by 5
another person in the performance of at least 6
two of the activities of daily living (described in 7
subparagraph (B)) or instrumental activities of 8
daily living (described in subparagraph (C)); 9
and 10
‘‘(ii) without the assistance described in 11
clause (i), could not perform such activities of 12
daily living or instrumental activities of daily 13
living. 14
‘‘(B) The ‘activities of daily living’ referred to 15
in subparagraph (A) means basic personal everyday 16
activities, including— 17
‘‘(i) eating; 18
‘‘(ii) bathing; 19
‘‘(iii) dressing; 20
‘‘(iv) toileting; and 21
‘‘(v) transferring in and out of a bed or in 22
and out of a chair. 23
‘‘(C) The ‘instrumental activities of daily living’ 24
referred to in subparagraph (A) means activities re-25
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lated to living independently in the community, in-1
cluding— 2
‘‘(i) meal planning and preparation; 3
‘‘(ii) managing finances; 4
‘‘(iii) shopping for food, clothing, or other 5
essential items; 6
‘‘(iv) performing essential household 7
chores; 8
‘‘(v) communicating by phone or other 9
form of media; and 10
‘‘(vi) traveling around and participating in 11
the community. 12
‘‘(b) D
EEMEDWAGES OFCAREGIVER.—(1)(A) For 13
purposes of determining entitlement to and the amount 14
of any monthly benefit for any month after December 15
2024, or entitlement to any lump-sum death payment in 16
the case of a death after such month, payable under this 17
title on the basis of the wages and self-employment income 18
of any individual, including for purposes of determining 19
such individual’s insured status for purposes of sections 20
214, 216(i)(3), and 223(c), such individual shall be 21
deemed to have been paid during each qualifying year (in 22
addition to wages or self-employment income actually paid 23
to or derived by such individual during such year) at an 24
amount per year equal to— 25
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‘‘(i) in the case of a qualifying year during 1
which no wages, self-employment income, or earn-2
ings from noncovered service were actually paid to 3
or derived by such individual, 50 percent of the na-4
tional average wage index (as defined in section 5
209(k)(1)) for the second calendar year preceding 6
such calendar year; and 7
‘‘(ii) in the case of any other qualifying year, 8
the excess of the amount determined under clause (i) 9
over
1
⁄2of the wages, self-employment income, and 10
earnings from noncovered service actually paid to or 11
derived by such individual during such year. 12
‘‘(B) In any case in which there are more than 5 13
qualifying years for an individual, the 5 qualifying years 14
taken into account for purposes of this section shall be 15
the 5 qualifying years (whether or not consecutive) which 16
result in the largest monthly benefits payable under this 17
title on the basis of the wages and self-employment income 18
of the individual for months after December 2024. 19
‘‘(C) For purposes of this paragraph, the term ‘earn-20
ings from noncovered service’ means earnings for service 21
which did not constitute ‘employment’ as defined in sec-22
tion 210 for purposes of this title. 23
‘‘(2) Paragraph (1) shall not be applicable in the case 24
of any monthly benefit or lump-sum death payment if a 25
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larger such benefit or payment, as the case may be, would 1
be payable without its application. 2
‘‘(3) Any assistance or support services provided to 3
caregivers under section 1720G of title 38, United States 4
Code, shall not be considered wages or self-employment 5
income for the purposes of this section. 6
‘‘(c) R
ULES ANDREGULATIONS.—(1) Not later than 7
1 year after the date of the enactment of this section, the 8
Commissioner of Social Security shall promulgate such 9
regulations as are necessary to carry out this section and 10
to prevent fraud and abuse with respect to the benefits 11
under this section, including regulations establishing pro-12
cedures for the application and certification requirements 13
described in paragraph (2). 14
‘‘(2) A qualifying year shall not be taken into account 15
under this section with respect to an individual unless— 16
‘‘(A) the individual submits to the Commis-17
sioner of Social Security an application under this 18
section that includes— 19
‘‘(i) the name and identifying information 20
of the dependent relative with respect to whom 21
the individual was engaged in providing care 22
during such year; 23
‘‘(ii) if the dependent relative is not a child 24
under the age of 12, documentation from the 25
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physician of the dependent relative explaining 1
why the dependent relative is a chronically de-2
pendent individual; and 3
‘‘(iii) such other information as the Com-4
missioner may require to verify the status of 5
the dependent relative; and 6
‘‘(B) for every qualifying year that occurs after 7
the first qualifying year, the individual certifies, in 8
such form and manner as the Commissioner shall re-9
quire, that the information provided in the individ-10
ual’s application under this section has not 11
changed.’’. 12
(b) C
ONFORMINGAMENDMENT.—Section 209(k)(1) 13
of such Act (42 U.S.C. 409(k)(1)) is amended— 14
(1) by striking ‘‘and’’ before ‘‘230(b)(2)’’ the 15
first time it appears; and 16
(2) by inserting ‘‘and 235(b)(1)(A)(i),’’ after 17
‘‘1977),’’. 18
(c) E
FFECTIVEDATE.—The amendments made by 19
this section shall apply with respect to individuals who be-20
come eligible for monthly insurance benefits (or die before 21
becoming so eligible) after 2024 and before 2035, except 22
that such amendments shall not apply for purposes of de-23
termining continuing eligibility or monthly benefit 24
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amounts for monthly insurance benefits for any month 1
after calendar year 2034. 2
SEC. 108. ELIMINATING THE 5-MONTH WAITING PERIOD 3
FOR DISABILITY BENEFITS. 4
(a) I
NGENERAL.—Section 223(a) of the Social Secu-5
rity Act (42 U.S.C. 423(a)) is amended— 6
(1) in paragraph (1), in the matter following 7
subparagraph (E), by striking ‘‘(i) for each month’’ 8
and all that follows through ‘‘under such disability,’’ 9
and inserting ‘‘for each month beginning with the 10
first month during all of which the individual is 11
under a disability and in which the individual be-12
comes entitled to such insurance benefits’’; and 13
(2) in paragraph (2)— 14
(A) by striking ‘‘as though he had attained 15
age 62’’ and all that follows through ‘‘and as 16
though’’ and inserting ‘‘as though he had at-17
tained age 62 in the first month for which he 18
becomes entitled to such disability insurance 19
benefits, and as though’’; and 20
(B) by striking ‘‘in or before the first 21
month referred to in subparagraph (A) or (B) 22
of such sentence, as the case may be,’’ and in-23
serting ‘‘in or before such month,’’. 24
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(b) DISABLEDSURVIVINGSPOUSES.—Section 202 of 1
the Social Security Act (42 U.S.C. 402) is amended— 2
(1) in subsection (e)— 3
(A) in paragraph (1)— 4
(i) in subparagraph (C)(ii)(III), by 5
striking ‘‘paragraph (8)’’ and inserting 6
‘‘paragraph (6)’’; and 7
(ii) by striking ‘‘beginning with—’’ 8
and all that follows through ‘‘and ending’’ 9
and inserting ‘‘beginning with the first 10
month in which she becomes so entitled to 11
such insurance benefits and ending’’; and 12
(B) by striking paragraph (5) and redesig-13
nating paragraphs (6) through (8) as para-14
graphs (5) through (7), respectively; 15
(2) in subsection (f)— 16
(A) in paragraph (1)— 17
(i) in subparagraph (C)(ii)(III), by 18
striking ‘‘paragraph (8)’’ and inserting 19
‘‘paragraph (6)’’; and 20
(ii) by striking ‘‘beginning with—’’ 21
and all that follows through ‘‘and ending’’ 22
and inserting ‘‘beginning with the first 23
month in which he becomes so entitled to 24
such insurance benefits and ending’’; and 25
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(B) by striking paragraph (5) and redesig-1
nating paragraphs (6) through (8) as para-2
graphs (5) through (7), respectively. 3
(c) E
FFECTIVEDATE.—The amendments made by 4
this section shall apply with respect to any individual who 5
becomes entitled to monthly insurance benefits in any case 6
in which the period of disability during which the indi-7
vidual became so entitled begins in a month in calendar 8
years 2025 through 2034. 9
(d) S
PECIALRULES FORNONAPPLICATIONBEFORE 10
2025
ANDAFTER2034.— 11
(1) B
EFORE 2025.—In the case of any indi-12
vidual who would be in a waiting period (as defined 13
in section 223(c)(2) of the Social Security Act) as 14
of January 2024, the last month of such individual’s 15
waiting period shall be deemed to be December 16
2024. 17
(2) A
FTER 2034.—In the case of an individual 18
who would be in a waiting period (as so defined) as 19
of January 2035 but for the amendments made by 20
this section, such individual’s waiting period shall be 21
deemed— 22
(A) to begin with the month of January 23
2035; and 24
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(B) to consist of a number of months equal 1
to the difference of 5 minus the number of 2
months in the applicable period of disability of 3
the individual that elapsed during 2034. 4
SEC. 109. ESTABLISHING A GRADUAL OFFSET FOR DIS-5
ABILITY BENEFICIARIES WITH EARNINGS. 6
(a) E
LIMINATION OFTERMINATION OF BENEFITS 7
D
UE TOWORKACTIVITY.— 8
(1) D
ATE OF TERMINATION OF DISABILITY 9
BENEFITS; ELIMINATION OF EXTENDED PERIOD OF 10
ELIGIBILITY.—Section 223(a)(1) of the Social Secu-11
rity Act (42 U.S.C. 423(a)(1)) is amended, in the 12
matter following subparagraph (E), by striking ‘‘the 13
earlier of’’ and all that follows through ‘‘the 36 14
months following such period of trial work in which 15
he engages or is determined able to engage in sub-16
stantial gainful activity’’ and inserting ‘‘the third 17
month following the earliest month after the end of 18
such period of trial work with respect to which such 19
individual is determined to no longer be suffering 20
from a disabling physical or mental impairment’’. 21
(2) D
ATE OF TERMINATION OF CHILD ’S BENE-22
FITS.—Section 202(d)(1)(G)(i) of such Act (42 23
U.S.C. 402(d)(1)(G)(i)) is amended by striking ‘‘the 24
earlier of’’ and all that follows through ‘‘substantial 25
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gainful activity),’’ and inserting ‘‘the third month 1
following the earliest month after the end of such 2
period of trial work with respect to which such indi-3
vidual is determined to no longer be suffering from 4
a disabling physical or mental impairment,’’. 5
(3) D
ATE OF TERMINATION OF WIDOW ’S AND 6
WIDOWER’S BENEFITS.—Subsections (e)(1) and 7
(f)(1) of section 202 of such Act (42 U.S.C. 402) 8
are each amended, in the matter following subpara-9
graph (E), by striking ‘‘the earlier of’’ and all that 10
follows through the end of the paragraph and insert-11
ing ‘‘the third month following the earliest month 12
after the end of such period of trial work with re-13
spect to which such individual is determined to no 14
longer be suffering from a disabling physical or men-15
tal impairment.’’. 16
(4) E
LIMINATION OF WORK -RELATED TERMI-17
NATION OF HOSPITAL INSURANCE BENEFITS .—Sec-18
tion 226(b) of such Act (42 U.S.C. 426(b)) is 19
amended, in the matter following paragraph (2), by 20
striking ‘‘For purposes of this subsection’’ and all 21
that follows through the end. 22
(5) C
ONFORMING AMENDMENT RELATED TO 23
EXPEDITED REINSTATEMENT .—Section 223 of such 24
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Act (42 U.S.C. 423) is amended by striking sub-1
section (i). 2
(b) B
ENEFITREDUCTIONBASED ONEARNINGSDE-3
RIVEDFROMSERVICES.— 4
(1) I
N GENERAL.—Section 223(e) of such Act 5
(42 U.S.C. 423(e)) is amended to read as follows: 6
‘‘(e)(1) Any benefit otherwise payable to an individual 7
for a month under subsection (d)(1)(B)(ii), (d)(6)(A)(ii), 8
(d)(6)(B), (e)(1)(B)(ii), or (f)(1)(B)(ii) of section 202 or 9
under subsection (a)(1) of this section shall be reduced 10
by $1 for each $2 by which the individual’s earnings de-11
rived from services for such month exceeds the amount 12
specified in paragraph (2) with respect to such month, ex-13
cept that— 14
‘‘(A) in the case of an individual who has a pe-15
riod of trial work (as defined in section 222(c)), no 16
reduction may be applied to any benefit of such indi-17
vidual under this title for any month prior to the 18
third month after the end of the individual’s period 19
of trial work; and 20
‘‘(B) such benefit may not be reduced below $0. 21
‘‘(2) The amount specified in this paragraph with re-22
spect to a month shall be the amount of monthly earnings 23
derived from services established by the Commissioner 24
(under regulations issued pursuant to section 25
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223(d)(4)(A)) to represent substantial gainful activity in 1
the case of a blind individual for such month. 2
‘‘(3) In the case of a benefit otherwise payable to an 3
individual for a month under section 202 on the basis of 4
the wages and self-employment income of an individual 5
whose benefit is reduced pursuant to paragraph (1), such 6
benefit shall be reduced for such month by the same pro-7
portion as the reduction made pursuant to paragraph 8
(1).’’. 9
(2) C
ONFORMING AMENDMENT .—Section 10
223(a)(2) of such Act (42 U.S.C. 423(a)(2)) is 11
amended by striking ‘‘and section 215(b)(2)(A)(ii)’’ 12
and inserting ‘‘, section 215(b)(2)(A)(ii), and sub-13
section (e) of this section’’. 14
(c) T
ICKET TOWORKEMPLOYMENTNETWORKS.— 15
Section 1148(h)(5) of such Act (42 U.S.C. 1320b– 16
19(h)(5)) is amended by redesignating subparagraph (C) 17
as subparagraph (D) and inserting: 18
‘‘(C) The Commissioner may alter require-19
ments to receive a payment under this section 20
to the extent that the Commissioner determines 21
that altering such requirements is necessary to 22
ensure that sufficient employment networks are 23
available and that each beneficiary receiving 24
services under the Program has reasonable ac-25
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cess to employment services, vocational rehabili-1
tation services, and other support services.’’. 2
(d) E
FFECTIVEDATE.—The amendments made by 3
this section shall apply with respect to months in calendar 4
years 2025 through 2034. 5
SEC. 110. REPEALING THE GOVERNMENT PENSION OFFSET 6
AND WINDFALL ELIMINATION PROVISIONS. 7
(a) R
EPEAL OFGOVERNMENT PENSIONOFFSET 8
P
ROVISION.— 9
(1) I
N GENERAL.—Section 202(k) of the Social 10
Security Act (42 U.S.C. 402(k)) is amended by 11
striking paragraph (5). 12
(2) C
ONFORMING AMENDMENTS .— 13
(A) Section 202(b)(2) of the Social Secu-14
rity Act (42 U.S.C. 402(b)(2)) is amended by 15
striking ‘‘subsections (k)(5) and (q)’’ and in-16
serting ‘‘subsection (q)’’. 17
(B) Section 202(c)(2) of such Act (42 18
U.S.C. 402(c)(2)) is amended by striking ‘‘sub-19
sections (k)(5) and (q)’’ and inserting ‘‘sub-20
section (q)’’. 21
(C) Section 202(e)(2)(A) of such Act (42 22
U.S.C. 402(e)(2)(A)) is amended by striking 23
‘‘subsection (k)(5), subsection (q),’’ and insert-24
ing ‘‘subsection (q)’’. 25
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(D) Section 202(f)(2)(A) of such Act (42 1
U.S.C. 402(f)(2)(A)) is amended by striking 2
‘‘subsection (k)(5), subsection (q)’’ and insert-3
ing ‘‘subsection (q)’’. 4
(b) R
EPEAL OFWINDFALLELIMINATIONPROVI-5
SIONS.— 6
(1) I
N GENERAL.—Section 215 of the Social 7
Security Act (42 U.S.C. 415) is amended— 8
(A) in subsection (a), by striking para-9
graph (7); 10
(B) in subsection (d), by striking para-11
graph (3); and 12
(C) in subsection (f), by striking para-13
graph (9). 14
(2) C
ONFORMING AMENDMENTS .—Subsections 15
(e)(2) and (f)(2) of section 202 of such Act (42 16
U.S.C. 402) are each amended by striking ‘‘section 17
215(f)(5), 215(f)(6), or 215(f)(9)(B)’’ in subpara-18
graphs (C) and (D)(i) and inserting ‘‘paragraph (5) 19
or (6) of section 215(f)’’. 20
(c) E
FFECTIVEDATE.— 21
(1) I
N GENERAL.—The amendments made by 22
this section shall apply with respect to monthly in-23
surance benefits payable for months in calendar 24
years 2025 through 2034. 25
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(2) RECOMPUTATION OF PRIMARY INSURANCE 1
AMOUNTS.—Notwithstanding section 215(f) of the 2
Social Security Act, the Commissioner of Social Se-3
curity shall recompute primary insurance amounts 4
to the extent necessary— 5
(A) to carry out the amendments made by 6
this section; and 7
(B) to account for the nonapplication of 8
such amendments after calendar year 2034 9
such that each individual’s monthly insurance 10
benefit for a month after 2034 shall be equal 11
to the monthly insurance benefit that such indi-12
vidual would have received for such month if 13
the amendments made under this section had 14
not been made. 15
SEC. 111. EXTENDING THE CHILD’S BENEFIT FOR POST- 16
SECONDARY SCHOOL STUDENTS UNDER AGE 17
26. 18
(a) I
NGENERAL.—Section 202(d)(1)(B) of the So-19
cial Security Act (42 U.S.C. 402(d)(1)(B)) is amended to 20
read as follows: 21
‘‘(B) at the time such application was filed 22
was unmarried and— 23
‘‘(i) had not attained the age of 18, 24
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‘‘(ii) was a full-time elementary or 1
secondary school student and had not at-2
tained the age of 22, 3
‘‘(iii) was a qualifying post-secondary 4
school student and had not attained the 5
age of 26, or 6
‘‘(iv) is under a disability (as defined 7
in section 223(d)) which began before he 8
attained the age of 22, and’’. 9
(b) D
EFINITION OFQUALIFYINGPOST-SECONDARY 10
S
CHOOLSTUDENT.— 11
(1) I
N GENERAL.—Section 202(d)(7) of such 12
Act (42 U.S.C. 402(d)(7)) is amended— 13
(A) in subparagraph (A)— 14
(i) by inserting ‘‘and a ‘qualifying 15
post-secondary school student’ is an indi-16
vidual who is in at least half-time attend-17
ance as a student at a post-secondary edu-18
cational institution’’ before ‘‘, as deter-19
mined by the Commissioner’’; 20
(ii) by inserting ‘‘or a ‘qualifying post- 21
secondary school student’’’ before ‘‘if he is 22
paid by his employer’’; 23
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(iii) by inserting ‘‘or a post-secondary 1
educational institution, as applicable,’’ be-2
fore ‘‘at the request’’; 3
(iv) by inserting ‘‘or a ‘qualifying 4
post-secondary school student’’’ before 5
‘‘for the purpose of this section’’; and 6
(v) by inserting ‘‘or a qualifying post- 7
secondary school student’’ before ‘‘shall be 8
deemed’’; and 9
(B) in subparagraph (B)— 10
(i) by inserting ‘‘or a qualifying post- 11
secondary school student’’ before ‘‘during 12
any period’’; 13
(ii) by inserting ‘‘or, in the case of a 14
qualifying post-secondary school student, 15
any period of nonattendance at a post-sec-16
ondary educational institution at which the 17
individual has been in at least half-time at-18
tendance’’ after ‘‘full-time attendance’’; 19
and 20
(iii) inserting ‘‘or, in the case of a 21
qualifying post-secondary school student, 22
in at least half-time attendance at a post- 23
secondary educational institution’’ before 24
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‘‘immediately following such period’’ each 1
place it appears. 2
(2) T
RANSITION FROM ELEMENTARY OR SEC -3
ONDARY SCHOOL.—Section 202(d)(7)(B) of such Act 4
(42 U.S.C. 402(d)(7)(B)) is amended by adding at 5
the end the following sentence: ‘‘An individual who 6
has been in full-time attendance at an elementary or 7
secondary school shall, during a succeeding period of 8
nonattendance at such school, be deemed to be a 9
qualifying post-secondary school student if (i) such 10
period is 4 calendar months or less, and (ii) the indi-11
vidual shows to the satisfaction of the Commissioner 12
that he intends to be in at least half-time attendance 13
at a post-secondary educational institution imme-14
diately following such period.’’. 15
(c) D
EFINITION OFPOST-SECONDARYEDUCATIONAL 16
I
NSTITUTION.—Section 202(d)(7)(C) of such Act (42 17
U.S.C. 402(d)(7)(C)) is amended by adding at the end the 18
following: 19
‘‘(iii) A ‘post-secondary educational 20
institution’ is an institution described in 21
section 102 of the Higher Education Act 22
of 1965 (20 U.S.C. 1002).’’. 23
(d) C
ONFORMINGAMENDMENTS.— 24
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(1) Section 202(d)(1)(E) of such Act (42 1
U.S.C. 402(d)(1)(E)) is amended by inserting ‘‘or a 2
qualifying post-secondary school student’’ after ‘‘stu-3
dent’’. 4
(2) Section 202(d)(1)(F) of such Act (42 5
U.S.C. 402(d)(1)(F)) is amended by striking ‘‘the 6
earlier of—’’ and all that follows through ‘‘the age 7
of 19,’’ and inserting the following: ‘‘the earlier of— 8
‘‘(i) the first month during no part of 9
which the child is a full-time elementary or 10
secondary school student or a qualifying 11
post-secondary school student, 12
‘‘(ii) the month in which the child at-13
tains the age of 22, but only if the child 14
is not a qualifying post-secondary school 15
student during any part of such month, or 16
‘‘(iii) the month in which the child at-17
tains the age of 26,’’. 18
(3) Section 202(d)(1)(G) of such Act (42 19
U.S.C. 402(d)(1)(G)) is amended by striking ‘‘(if 20
later)’’ and all that follows through the ‘‘the age of 21
19,’’ and inserting the following: ‘‘(if later) the ear-22
lier of— 23
‘‘(i) the first month during no part of 24
which the child is a full-time elementary or 25
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secondary school student or a qualifying 1
post-secondary school student, 2
‘‘(ii) the month in which the child at-3
tains the age of 22, but only if the child 4
is not a qualifying post-secondary school 5
student during any part of such month, or 6
‘‘(iii) the month in which the child at-7
tains the age of 26,’’. 8
(4) Section 202(d)(6)(A) of such Act (42 9
U.S.C. 402(d)(6)(A)) is amended to read as follows: 10
‘‘(A)(i) is a full-time elementary or sec-11
ondary school student and has not attained the 12
age of 22, 13
‘‘(ii) is a qualifying post-secondary school 14
student and has not attained the age of 26, or 15
‘‘(iii) is under a disability (as defined in 16
section 223(d)) and has not attained the age of 17
22, or’’. 18
(5) Section 202(d)(6)(D) of such Act (42 19
U.S.C. 402(d)(6)(D)) is amended to read as follows: 20
‘‘(D) the earlier of— 21
‘‘(i) the first month during no part of 22
which the child is a full-time elementary or 23
secondary school student or a qualifying 24
post-secondary school student, 25
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‘‘(ii) the month in which the child at-1
tains the age of 22, but only if the child 2
is not a qualifying post-secondary school 3
student during any part of such month, or 4
‘‘(iii) the month in which the child at-5
tains the age of 26, 6
but only if he is not under a disability (as so 7
defined) in such earlier month; or’’. 8
(6) Section 202(d)(6)(E) of such Act (42 9
U.S.C. 402(d)(6)(E)) is amended by striking ‘‘(if 10
later)’’ and all that follows to the end and inserting 11
the following: ‘‘(if later) the earlier of— 12
‘‘(i) the first month during no part of 13
which the child is a full-time elementary or 14
secondary school student or a qualifying 15
post-secondary school student, 16
‘‘(ii) the month in which the child at-17
tains the age of 22, but only if the child 18
is not a qualifying post-secondary school 19
student during any part of such month, or 20
‘‘(iii) the month in which the child at-21
tains the age of 26.’’. 22
(7) Section 202(d)(7)(D) of such Act (42 23
U.S.C. 402(d)(7)(D)) is amended— 24
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(A) by striking ‘‘A child who’’ and insert-1
ing ‘‘(i) A child who’’; 2
(B) by striking ‘‘age 19’’ and inserting 3
‘‘age 22’’; 4
(C) by striking ‘‘clause (i) of paragraph 5
(1)(B)’’ and inserting ‘‘clause (ii) of paragraph 6
(1)(B)’’; and 7
(D) by adding at the end the following: 8
‘‘(ii) A child who attains age 26 at a time 9
when he is a qualifying post-secondary school 10
student (as defined in subparagraph (A) of this 11
paragraph and without application of subpara-12
graph (B) of such paragraph) but has not (at 13
such time) completed the requirements for, or 14
received, a diploma or equivalent certificate 15
from a post-secondary educational institution 16
(as defined in subparagraph (C)(iii)) shall be 17
deemed (for purposes of determining whether 18
his entitlement to benefits under this subsection 19
has terminated under paragraph (1)(F) and for 20
purposes of determining his initial entitlement 21
to such benefits under clause (iii) of paragraph 22
(1)(B)) not to have attained such age until the 23
first day of the first month following the end of 24
the quarter or semester in which he is enrolled 25
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at such time (or, if the post-secondary edu-1
cational institution (as so defined) in which he 2
is enrolled is not operated on a quarter or se-3
mester system, until the first day of the first 4
month following the completion of the course in 5
which he is so enrolled or until the first day of 6
the third month beginning after such time, 7
whichever first occurs).’’. 8
(e) E
FFECTIVEDATE.—The amendments made by 9
this section shall apply with respect to child’s insurance 10
benefits payable for months in calendar years 2025 11
through 2034, including for individuals who file applica-12
tions for such benefits to begin with any such month, ex-13
cept that such amendments shall not apply for purposes 14
of determining continuing eligibility for child’s insurance 15
benefits for any month after calendar year 2034. 16
SEC. 112. INCREASING ACCESS TO BENEFITS FOR CHIL-17
DREN WHO LIVE WITH GRANDPARENTS OR 18
OTHER RELATIVES. 19
(a) I
NGENERAL.—Title II of the Social Security Act 20
(42 U.S.C. 401 et seq.) is amended— 21
(1) in section 202(d)— 22
(A) in paragraph (1)(C), by inserting ‘‘ex-23
cept as provided in paragraph (9),’’ before ‘‘was 24
dependent’’; and 25
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(B) by amending paragraph (9) to read as 1
follows: 2
‘‘(9)(A) In the case of a child who is the child of an 3
individual under clause (3) of the first sentence of section 4
216(e) and is not a child of such individual under clause 5
(1) or (2) of such first sentence, the criteria specified in 6
subparagraph (B) shall apply instead of the criteria speci-7
fied in subparagraph (C) of paragraph (1). 8
‘‘(B) The criteria of this subparagraph are that— 9
‘‘(i) the child has been living with such indi-10
vidual in the United States for a period of not less 11
than 12 months; 12
‘‘(ii) the child has been receiving not less than 13
1
⁄2of the child’s support from such individual for a 14
period of not less than 12 months; and 15
‘‘(iii) the period during which the child was liv-16
ing with such individual began before the child at-17
tained age 18. 18
‘‘(C) In the case of a child who is less than 12 months 19
old, such child shall be deemed to meet the requirements 20
of subparagraph (B) if, on the date the child attains 1 21
year of age, such child has lived with such individual in 22
the United States and received at least
1
⁄2of the child’s 23
support from such individual for substantially all of the 24
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period which began on the date of such child’s birth.’’; 1
and 2
(2) in section 216(e), in the first sentence— 3
(A) by striking ‘‘grandchild or 4
stepgrandchild of an individual or his spouse’’ 5
and inserting ‘‘grandchild, stepgrandchild, or 6
other first-degree, second-degree, third-degree, 7
fourth-degree, or fifth-degree relative of an indi-8
vidual or the individual’s spouse’’; 9
(B) by striking ‘‘was no natural or adop-10
tive parent’’ and inserting ‘‘is no living natural 11
or adoptive parent’’; 12
(C) by striking ‘‘was under a disability’’ 13
and inserting ‘‘is under a disability’’; 14
(D) by striking ‘‘living at the time’’ and all 15
that follows through ‘‘, or (B)’’ and inserting ‘‘, 16
(B)’’; and 17
(E) by inserting ‘‘, or (C) a court of com-18
petent jurisdiction has issued an order granting 19
custody of such person to the individual or the 20
individual’s spouse’’ before the first period. 21
(b) C
ONFORMINGAMENDMENTS.—Section 202(d)(1) 22
of the Social Security Act (42 U.S.C. 402(d)(1)) is amend-23
ed— 24
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(1) by striking ‘‘subparagraphs (A), (B), and 1
(C)’’ and inserting ‘‘subparagraphs (A) and (B) and 2
subparagraph (C) or paragraph (9) (as applicable)’’; 3
and 4
(2) by striking ‘‘subparagraphs (B) and (C)’’ 5
and inserting ‘‘subparagraph (B) and subparagraph 6
(C) or paragraph (9) (as applicable)’’. 7
(c) E
FFECTIVEDATE.—The amendments made by 8
this section shall apply with respect to monthly insurance 9
benefits payable for months in calendar years 2025 10
through 2034, including for individuals who file applica-11
tions for such benefits to begin with any such month, ex-12
cept that such amendments shall not apply for purposes 13
of determining continuing eligibility for monthly insurance 14
benefits for any month after calendar year 2034. 15
SEC. 113. PREVENTING AN UNINTENDED DROP IN BENE-16
FITS RELATING TO THE APPLICATION OF 17
THE NATIONAL AVERAGE WAGE INDEX. 18
(a) M
ODIFICATIONSRELATED TOCOMPUTATION OF 19
P
RIMARYINSURANCEAMOUNT.—Section 215 of the So-20
cial Security Act (42 U.S.C. 415) is amended— 21
(1) in subsection (a)(1)(B)(ii)— 22
(A) in subclause (I)— 23
(i) by striking ‘‘the national’’ and in-24
serting ‘‘(aa) the national’’; and 25
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(ii) by striking ‘‘, by’’ at the end and 1
inserting ‘‘; or’’; and 2
(B) by adding at the end of subclause (I) 3
the following: 4
‘‘(bb) if higher (and if such second 5
calendar year is after 2024), the highest 6
national average wage index (as so de-7
fined) for any calendar year before such 8
second calendar year, by’’; and 9
(2) in subsection (b)(3)(A)(ii)— 10
(A) in subclause (I)— 11
(i) by striking ‘‘the national’’ and in-12
serting ‘‘(aa) the national’’; and 13
(ii) by striking ‘‘, by’’ at the end and 14
inserting ‘‘; or’’; and 15
(B) by adding at the end of subclause (I) 16
the following: 17
‘‘(bb) if higher (and if such second 18
calendar year is after 2024), the highest 19
national average wage index (as so de-20
fined) for any calendar year before such 21
second calendar year, by’’. 22
(b) M
ODIFICATIONRELATED TO REDUCTION OF 23
B
ENEFITS BASED ON DISABILITY.—Section 24
224(f)(2)(B)(i) of such Act (42 U.S.C. 424(f)(2)(B)(i)) is 25
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amended by inserting ‘‘(or if higher (and if such calendar 1
year is after 2024), the highest national average wage 2
index (as so defined) for any calendar year before such 3
calendar year)’’ after ‘‘made’’. 4
SEC. 114. HOLDING SSI, MEDICAID, AND CHIP BENE-5
FICIARIES HARMLESS. 6
(a) SSI, M
EDICAID, ANDCHIP DETERMINATIONS.— 7
For purposes of determining the income of an individual 8
to establish eligibility for, and the amount of, benefits pay-9
able under title XVI of the Social Security Act, eligibility 10
for medical assistance under the State plan under title 11
XIX (or a waiver of such plan), or eligibility for child 12
health assistance under the State child health plan under 13
title XXI (or a waiver of the plan), the amount of any 14
benefit to which the individual is entitled under title II 15
of such Act shall be deemed not to exceed the amount of 16
the benefit that would have been determined for such indi-17
vidual under such title if the amendments made by title 18
I of this Act had not been made. 19
(b) C
ONFORMINGCHANGEREGARDINGCERTAINRE-20
ENTITLEMENTS.—For purposes of determining the pri-21
mary insurance amount under section 215(a)(2)(C) for 22
months after December 2034, the amount of any primary 23
insurance benefit to which the individual was entitled for 24
months in calendar years 2025 through 2034 under title 25
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II of the Social Security Act shall be deemed to not exceed 1
the primary insurance amounts that would have been de-2
termined for such months without regard to the amend-3
ments made by this Act. 4
TITLE II—STRENGTHENING THE 5
TRUST FUND 6
SEC. 201. DETERMINING WAGES AND SELF-EMPLOYMENT 7
INCOME ABOVE CONTRIBUTION AND BEN-8
EFIT BASE AFTER 2024. 9
(a) D
ETERMINATION OF WAGESABOVECONTRIBU-10
TION ANDBENEFITBASEAFTER2024.— 11
(1) A
MENDMENTS TO THE INTERNAL REVENUE 12
CODE OF 1986.— 13
(A) R
EPEAL OF PRESENT LAW LIMITA -14
TION.—Section 3121(a) of the Internal Revenue 15
Code of 1986 is amended by striking paragraph 16
(1). 17
(B) L
IMITATION ON AMOUNT OF WAGES .— 18
Section 3121 of the Internal Revenue Code of 19
1986 is amended by adding at the end the fol-20
lowing: 21
‘‘(aa) L
IMITATION ONAMOUNT OFWAGES.— 22
‘‘(1) I
N GENERAL.—In the case of any calendar 23
year in which the contribution and benefit base (as 24
determined under section 230 of the Social Security 25
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Act) is less than $400,000, for purposes of the taxes 1
imposed by sections 3101(a) and 3111(a), the term 2
‘wages’ does not include that part of the remunera-3
tion which, after remuneration equal to such con-4
tribution and benefit base with respect to employ-5
ment has been paid to an individual by an employer 6
during the calendar year with respect to which such 7
contribution and benefit base is effective, is paid to 8
such individual by such employer during the cal-9
endar year. The preceding sentence shall not apply 10
to that part of the remuneration paid to an indi-11
vidual after remuneration of $400,000 with respect 12
to employment has been paid to such individual by 13
an employer (or any person related to, or acting on 14
behalf of, such employer, as determined by the Sec-15
retary) during the calendar year. 16
‘‘(2) S
UCCESSOR EMPLOYER .—If an employer 17
(hereinafter referred to as successor employer) dur-18
ing any calendar year, acquires substantially all the 19
property used in a trade or business of another em-20
ployer (hereinafter referred to as a predecessor), or 21
used in a separate unit of a trade or business of a 22
predecessor, and immediately after the acquisition 23
employs in his trade or business an individual who 24
immediately prior to the acquisition was employed in 25
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the trade or business of such predecessor, then, for 1
the purpose of determining whether the successor 2
employer has paid remuneration with respect to em-3
ployment equal to the contribution and benefit base 4
(as determined under section 230 of the Social Secu-5
rity Act) to such individual during such calendar 6
year, any remuneration with respect to employment 7
paid (or considered under this paragraph as having 8
been paid) to such individual by such predecessor 9
during such calendar year and prior to such acquisi-10
tion shall be considered as having been paid by such 11
successor employer. 12
‘‘(3) R
EMUNERATION.—For purposes of this 13
subsection, the term ‘remuneration’ does not include 14
remuneration referred to in any paragraph of sub-15
section (a).’’. 16
(C) A
PPLICATION TO RAILROAD RETIRE -17
MENT.— 18
(i) I
N GENERAL .—Section 19
3231(e)(2)(A) of the Internal Revenue 20
Code of 1986 is amended by adding at the 21
end the following new clause: 22
‘‘(iv) L
IMITATION ON EXCLUSION .— 23
For purposes of so much of the taxes im-24
posed by sections 3201(a), 3211(a) and 25
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3221(a) as are determined by reference to 1
the rate in effect under section 3101(a) or 2
3111(a)— 3
‘‘(I) in the case of any calendar 4
year in which the contribution and 5
benefit base (as determined under sec-6
tion 230 of the Social Security Act) is 7
less than $400,000, clause (i) shall 8
not apply to that part of the remu-9
neration paid to an individual after 10
remuneration of $400,000 for services 11
rendered as an employee has been 12
paid to such individual by an em-13
ployer (or any person related to, or 14
acting on behalf of, such employer, as 15
determined by the Secretary) during 16
the calendar year, and 17
‘‘(II) in the case of any calendar 18
year in which such contribution and 19
benefit base equals or exceeds 20
$400,000, clause (i) shall not apply.’’. 21
(ii) E
XCLUSION OF REMUNERATION 22
WHICH IS NOT TREATED AS COMPENSA -23
TION.—Section 3231(e)(2)(A)(ii) of the In-24
ternal Revenue Code of 1986 is amended 25
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by inserting ‘‘or (iv)’’ after ‘‘under clause 1
(i)’’. 2
(D) C
ONFORMING AMENDMENT .—Section 3
3231(e)(2)(C) of the Internal Revenue Code of 4
1986 is amended by striking ‘‘the second sen-5
tence of section 3121(a)(1)’’ and inserting ‘‘sec-6
tion 3121(aa)(2)’’. 7
(2) A
MENDMENT TO THE SOCIAL SECURITY 8
ACT.—Section 209(a)(1)(I) of the Social Security 9
Act (42 U.S.C. 409(a)(1)(I)) is amended by insert-10
ing before the semicolon at the end the following: 11
‘‘except that this subparagraph shall apply only to 12
calendar years for which the contribution and ben-13
efit base (as so determined) is less than $400,000, 14
and, for such calendar years, only to the extent that 15
remuneration with respect to employment paid to 16
such employee does not exceed $400,000’’. 17
(b) D
ETERMINATION OF SELF-EMPLOYMENT IN-18
COMEABOVECONTRIBUTION AND BENEFITBASEAFTER 19
2024.— 20
(1) A
MENDMENTS TO INTERNAL REVENUE 21
CODE OF 1986.— 22
(A) I
N GENERAL.—Section 1402(b) of the 23
Internal Revenue Code of 1986 is amended to 24
read as follows: 25
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‘‘(b) SELF-EMPLOYMENTINCOME.— 1
‘‘(1) I
N GENERAL.—The term ‘self-employment 2
income’ means the net earnings from self-employ-3
ment derived by an individual, except that such term 4
shall not include net earnings from self-employment 5
if such net earnings for the taxable year are less 6
than $400. 7
‘‘(2) L
IMITATION ON OASDI TAX.—For purposes 8
of section 1401(a), the term ‘self-employment in-9
come’ shall not exceed the sum of— 10
‘‘(A) the total compensation not in excess 11
of the contribution and benefit base (as deter-12
mined under section 230 of the Social Security 13
Act) which is effective for the calendar year in 14
which such taxable year begins, reduced by the 15
amount of wages not in excess of such base 16
paid to such individual during the taxable year, 17
plus 18
‘‘(B) the total compensation in excess of 19
the greater of— 20
‘‘(i) $400,000, or 21
‘‘(ii) the amount of wages paid to 22
such individual during the taxable year. 23
‘‘(3) D
EFINITION AND SPECIAL RULES .— 24
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‘‘(A) TOTAL COMPENSATION .—For pur-1
poses of paragraph (2), the term ‘total com-2
pensation’ means the sum of the net earnings 3
from self-employment and the amount of wages 4
paid to such individual during the taxable year. 5
‘‘(B) W
AGES.—For purposes of this sub-6
section, the term ‘wages’— 7
‘‘(i) shall be determined without re-8
gard to section 3121(aa); and 9
‘‘(ii) includes— 10
‘‘(I) such remuneration paid to 11
an employee for services included 12
under an agreement entered into pur-13
suant to the provisions of section 14
3121(l) (relating to coverage of citi-15
zens of the United States who are em-16
ployees of foreign affiliates of Amer-17
ican employers) as would be wages 18
under section 3121(a) if such services 19
constituted employment under section 20
3121(b), and 21
‘‘(II) compensation which is sub-22
ject to the tax imposed by section 23
3201 or 3211 (or would be so subject 24
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but for paragraph (2) of section 1
3231(e)). 2
‘‘(C) N
ONRESIDENT ALIENS .—A non-3
resident alien individual shall not be treated as 4
an individual for purposes of paragraph (1), ex-5
cept as provided by an agreement under section 6
233 of the Social Security Act. An individual 7
who is not a citizen of the United States but 8
who is a resident of the Commonwealth of 9
Puerto Rico, the Virgin Islands, Guam, or 10
American Samoa shall not, for purposes of this 11
chapter, be considered to be a nonresident alien 12
individual. 13
‘‘(D) C
HURCH EMPLOYEE .—In the case of 14
church employee income, the special rules of 15
subsection (j)(2) shall apply for purposes of 16
paragraph (1).’’. 17
(B) C
ONFORMING AMENDMENTS .— 18
(i) Section 1402(j)(2)(A) of the Inter-19
nal Revenue Code of 1986 is amended by 20
striking all that precedes ‘‘shall be ap-21
plied’’ and inserting: 22
‘‘(A) S
EPARATE APPLICATION OF DE MINI -23
MIS RULE.—Subsection (b)(1)’’. 24
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(ii) Section 1402(j)(2)(B) of such 1
Code is amended by striking ‘‘paragraph 2
(2) of subsection (b)’’ and inserting ‘‘sub-3
section (b)(1)’’. 4
(2) A
MENDMENT TO THE SOCIAL SECURITY 5
ACT.— 6
(A) I
N GENERAL.—Section 211(b) of the 7
Social Security Act (42 U.S.C. 411(b)) is 8
amended to read as follows: 9
‘‘(b) S
ELF-EMPLOYMENTINCOME.— 10
‘‘(1) I
N GENERAL.—Subject to paragraph (2), 11
the term ‘self-employment income’ means the net 12
earnings from self-employment derived by an indi-13
vidual, except that such term shall not include net 14
earnings from self-employment if such net earnings 15
for the taxable year are less than $400. 16
‘‘(2) L
IMITATION.—The term ‘self-employment 17
income’ shall not exceed the sum of— 18
‘‘(A) the total compensation not in excess 19
of the contribution and benefit base (as deter-20
mined under section 230) which is effective for 21
the calendar year in which such taxable year 22
begins, reduced by the amount of wages not in 23
excess of such base paid to such individual dur-24
ing the taxable year, plus 25
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‘‘(B) the total compensation in excess of 1
the greater of— 2
‘‘(i) $400,000, or 3
‘‘(ii) the amount of wages paid to 4
such individual during the taxable year. 5
‘‘(3) D
EFINITION AND SPECIAL RULES .— 6
‘‘(A) T
OTAL COMPENSATION .—For pur-7
poses of paragraph (2), the term ‘total com-8
pensation’ means the sum of the net earnings 9
from self-employment and the amount of wages 10
paid to such individual during the taxable year. 11
‘‘(B) W
AGES.—For purposes of this sub-12
section, the term ‘wages’ shall be determined 13
without regard to section 209(a)(1). 14
‘‘(C) N
ONRESIDENT ALIENS .—A non-15
resident alien individual shall not be treated as 16
an individual for purposes of paragraph (1), ex-17
cept as provided by an agreement under section 18
233. An individual who is not a citizen of the 19
United States but who is a resident of the Com-20
monwealth of Puerto Rico, the Virgin Islands, 21
Guam, or American Samoa shall not, for pur-22
poses of this subsection, be considered to be a 23
nonresident alien individual. 24
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‘‘(D) CHURCH EMPLOYEE .—In the case of 1
church employee income, the special rules of 2
subsection (i)(2) shall apply for purposes of 3
paragraph (1).’’. 4
(B) C
ONFORMING AMENDMENT .—Section 5
211(i)(2) of the Social Security Act (42 U.S.C. 6
411(i)(2)) is amended by striking ‘‘(b)(2)’’ and 7
inserting ‘‘(b)(1)’’ each place it appears. 8
(c) S
PECIALRULE FORWAGESFROMMULTIPLE 9
E
MPLOYERSWHICHTOTAL INEXCESS OF$400,000.— 10
(1) I
N GENERAL.—Subchapter A of chapter 21 11
of the Internal Revenue Code of 1986 is amended by 12
adding at the end the following new section: 13
‘‘SEC. 3103. SPECIAL RULES FOR REMUNERATION FROM 14
MULTIPLE EMPLOYERS. 15
‘‘(a) I
NGENERAL.—In the case of an employee re-16
ceiving wages from more than one employer during a cal-17
endar year, there is hereby imposed a tax on such em-18
ployee (for the last taxable year beginning in the calendar 19
year the wages are received) equal to the excess (if any) 20
of— 21
‘‘(1) the tax that would have been imposed by 22
section 3101(a) if such wages had been received 23
from one employer, over 24
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‘‘(2) the aggregate tax imposed by such section 1
with respect to such wages. 2
‘‘(b) C
OORDINATIONWITHSPECIALREFUNDPROVI-3
SION.—No credit shall be determined under section 31(b) 4
with respect to any employee for any taxable year unless 5
the amount described in subsection (a)(1) with respect to 6
wages received during the calendar year in which such tax-7
able year begins exceeds the amount described in sub-8
section (a)(2) with respect to such wages, and the amount 9
of such credit so determined shall not exceed such excess. 10
‘‘(c) W
AGES.—For purposes of this section, the term 11
‘wages’ shall have the same meaning as when used in sec-12
tion 1402(b). 13
‘‘(d) A
PPLICATION TOTIERI RAILROADRETIRE-14
MENTTAX.—In the case of compensation (as defined in 15
section 3231(e)), for purposes of applying subsections (a) 16
and (b), the reference to the tax that would have been 17
imposed by section 3101(a) shall be treated as including 18
a reference to so much of the tax that would have been 19
imposed on such compensation under section 3201(a) or 20
3211(a) (or would have been so imposed but for paragraph 21
(2) of section 3231(e)) as is determined by reference to 22
the rate of tax in effect under section 3101(a).’’. 23
(2) F
AILURE BY INDIVIDUAL TO PAY ESTI -24
MATED INCOME TAX .—Subsection (m) of section 25
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6654 of the Internal Revenue Code of 1986 is 1
amended to read as follows: 2
‘‘(m) S
PECIALRULE FORCERTAINEMPLOYMENT 3
T
AXES.—For purposes of this section, the tax imposed by 4
sections 3101(b)(2) (to the extent not withheld) and the 5
tax imposed by section 3103 shall be treated as taxes im-6
posed by chapter 2.’’. 7
(3) C
LERICAL AMENDMENT .—The table of sec-8
tions for subchapter A of chapter 21 of the Internal 9
Revenue Code of 1986 is amended by adding at the 10
end the following new item: 11
‘‘Sec. 3103. Special rules for remuneration from multiple employers.’’.
(d) CONFORMINGCHANGE TONATIONALAVERAGE 12
W
AGEINDEX.—Section 209(k) of the Social Security Act 13
(42 U.S.C. 409(k)) is amended— 14
(1) in paragraph (1), by inserting ‘‘and to para-15
graph (4)’’ after ‘‘paragraph (2)’’; and 16
(2) by adding at the end the following: 17
‘‘(4) For each calendar year after 2024, the na-18
tional average wage index as defined in this section 19
for such calendar year shall be deemed to be the na-20
tional average wage index determined under the pre-21
ceding paragraphs of this section increased by the 22
following percentage: 23
‘‘(A) For calendar years 2025 through 24
2030, 0.5 percent. 25
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‘‘(B) For calendar years 2031 through 1
2036, 0.6 percent. 2
‘‘(C) For calendar years 2037 through 3
2042, 0.7 percent. 4
‘‘(D) For calendar years 2043 through 5
2046, 0.8 percent. 6
‘‘(E) For calendar years after 2046, 0.9 7
percent.’’. 8
(e) E
FFECTIVEDATES.— 9
(1) I
N GENERAL.—The amendments made by 10
subsections (a) and (c) shall apply to remuneration 11
paid in calendar years after 2024. 12
(2) S
ELF-EMPLOYMENT INCOME .—The amend-13
ments made by subsection (b) shall apply to net 14
earnings from self-employment derived in taxable 15
years beginning after December 31, 2024. 16
SEC. 202. INCLUDING EARNINGS OVER $400,000 IN SOCIAL 17
SECURITY BENEFIT FORMULA. 18
(a) I
NCLUSION OFEARNINGSOVER$400,000 INDE-19
TERMINATION OF PRIMARYINSURANCEAMOUNTS.—Sec-20
tion 215(a)(1)(A) of the Social Security Act (42 U.S.C. 21
415(a)(1)(A)) is amended— 22
(1) in clause (ii), by striking ‘‘and’’ at the end; 23
(2) in clause (iii), by inserting ‘‘and’’ at the 24
end; and 25
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(3) by inserting after clause (iii) the following: 1
‘‘(iv) 1 percent of the individual’s excess aver-2
age indexed monthly earnings (as defined in sub-3
section (b)(5)(A)).’’. 4
(b) D
EFINITION OF EXCESSAVERAGEINDEXED 5
M
ONTHLYEARNINGS.—Section 215(b) of the Social Secu-6
rity Act (42 U.S.C. 415(b)) is amended— 7
(1) by striking ‘‘wages’’ and ‘‘self-employment 8
income’’ each place such terms appear and inserting 9
‘‘basic wages’’ and ‘‘basic self-employment income’’, 10
respectively; and 11
(2) by adding at the end the following: 12
‘‘(5)(A) An individual’s excess average indexed 13
monthly earnings shall be equal to the amount of the indi-14
vidual’s average indexed monthly earnings that would be 15
determined under this subsection by substituting ‘excess 16
wages’ for ‘basic wages’ and ‘excess self-employment in-17
come’ for ‘basic self-employment income’ each place such 18
terms appear in this subsection (except in this paragraph). 19
‘‘(B) For purposes of this subsection— 20
‘‘(i) the term ‘basic wages’ means that portion 21
of the wages of an individual paid in a year that 22
does not exceed the contribution and benefit base for 23
the year; 24
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‘‘(ii) the term ‘basic self-employment income’ 1
means that portion of the self-employment income of 2
an individual credited to a year that does not exceed 3
an amount equal to the contribution and benefit 4
base for the year minus the amount of the wages 5
paid to the individual in the year; 6
‘‘(iii) the term ‘excess wages’ means that por-7
tion of the wages of an individual paid in a year 8
after 2024 that are not basic wages; and 9
‘‘(iv) the term ‘excess self-employment income’ 10
means that portion of the self-employment income of 11
an individual credited to a year after 2024 that is 12
not basic self-employment income.’’. 13
(c) C
ONFORMINGAMENDMENTS.—Title II of the So-14
cial Security Act is amended— 15
(1) in section 203(a)(6)(A) (42 U.S.C. 16
403(a)(6)(A)), by striking ‘‘85 percent of such indi-17
vidual’s average indexed monthly earnings’’ and in-18
serting ‘‘the sum of 85 percent of such individual’s 19
average indexed monthly earnings and 1 percent of 20
such individual’s excess average indexed monthly 21
earnings (as defined in section 215(b)(5)(A))’’; 22
(2) in section 212 (42 U.S.C. 412), by inserting 23
‘‘excess average indexed monthly earnings,’’ after 24
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‘‘average indexed monthly earnings,’’ each place it 1
appears; 2
(3) in section 215(e)(1) (42 U.S.C. 415(e)(1)), 3
by inserting ‘‘and before 2025’’ after ‘‘after 1974’’. 4
(d) E
FFECTIVEDATE.—The amendments made by 5
this section shall apply with respect to remuneration paid 6
in calendar years after 2024 and to net earnings from self- 7
employment derived in taxable years beginning after De-8
cember 31, 2024. 9
SEC. 203. APPLICATION OF SOCIAL SECURITY TAX TO NET 10
INVESTMENT INCOME. 11
(a) I
NGENERAL.—Section 1411(a)(1) of the Internal 12
Revenue Code of 1986 is amended by striking ‘‘3.8 per-13
cent’’ and all that follows and inserting ‘‘the sum of— 14
‘‘(A) 3.8 percent of the lesser of— 15
‘‘(i) net investment income for such 16
taxable year, or 17
‘‘(ii) the excess (if any) of— 18
‘‘(I) the modified adjusted gross 19
income for such taxable year, over 20
‘‘(II) the medicare contribution 21
threshold amount, plus 22
‘‘(B) 12.4 percent of the lesser of— 23
‘‘(i) net investment income for such 24
taxable year, or 25
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‘‘(ii) the excess (if any) of— 1
‘‘(I) the modified adjusted gross 2
income for such taxable year, over 3
‘‘(II) the social security contribu-4
tion threshold amount.’’. 5
(b) A
PPLICATION TOESTATES ANDTRUSTS.—Sec-6
tion 1411(a)(2) of such Code is amended by striking ‘‘3.8 7
percent’’ and all that follows and inserting ‘‘the sum of— 8
‘‘(A) 3.8 percent of the lesser of— 9
‘‘(i) the undistributed net investment 10
income for such taxable year, or 11
‘‘(ii) the excess (if any) of— 12
‘‘(I) the adjusted gross income 13
(as defined in section 67(e)) for such 14
taxable year, over 15
‘‘(II) the dollar amount at which 16
the highest tax bracket in section 1(e) 17
begins for such taxable year, plus 18
‘‘(B) 12.4 percent of the lesser of— 19
‘‘(i) the amount described in subpara-20
graph (A)(i), or 21
‘‘(ii) the excess described in subpara-22
graph (A)(ii).’’. 23
(c) T
HRESHOLDAMOUNTS.—Section 1411(b) of such 24
Code is amended to read as follows: 25
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‘‘(b) THRESHOLDAMOUNTS.—For purposes of this 1
section— 2
‘‘(1) M
EDICARE CONTRIBUTION THRESHOLD 3
AMOUNT.—The term ‘medicare contribution thresh-4
old amount’ means— 5
‘‘(A) in the case of a taxpayer making a 6
joint return under section 6013 or a surviving 7
spouse (as defined in section 2(a)), $250,000, 8
‘‘(B) in the case of a married taxpayer (as 9
defined in section 7703) filing a separate re-10
turn,
1
⁄2of the dollar amount determined under 11
subparagraph (A), and 12
‘‘(C) in any other case, $200,000. 13
‘‘(2) S
OCIAL SECURITY CONTRIBUTION 14
THRESHOLD AMOUNT .—The term ‘social security 15
contribution threshold amount’ means $400,000.’’. 16
(d) C
LERICALAMENDMENT.—The heading of chap-17
ter 2A of such Code (and the item relating to such chapter 18
in the table of chapters for subtitle A of chapter 1 of such 19
Code) are each amended by striking ‘‘medicare contribu-20
tion’’ and inserting ‘‘contributions’’. 21
(e) E
FFECTIVEDATE.—The amendments made by 22
this section shall apply to taxable years beginning after 23
December 31, 2024. 24
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SEC. 204. ESTABLISHING THE SOCIAL SECURITY TRUST 1
FUND. 2
(a) I
NGENERAL.—Section 201(a) of the Social Secu-3
rity Act (42 U.S.C. 401(a)) is amended to read as follows: 4
‘‘(a) There is hereby created on the books of the 5
Treasury of the United States a trust fund to be known 6
as the ‘Social Security Trust Fund’. The Social Security 7
Trust Fund shall consist of the securities held by the Sec-8
retary of the Treasury for the Federal Old-Age and Sur-9
vivors Insurance Trust Fund and the Federal Disability 10
Insurance Trust Fund and the amount standing to the 11
credit of the Federal Old-Age and Survivors Insurance 12
Trust Fund and the Federal Disability Insurance Trust 13
Fund on the books of the Treasury on January 1 of the 14
first calendar year beginning after the date of the enact-15
ment of section 203 of the Social Security 2100 Act, which 16
securities and amount the Secretary of the Treasury is 17
authorized and directed to transfer to the Social Security 18
Trust Fund, and, in addition, such gifts and bequests as 19
may be made as provided in subsection (i)(1), and such 20
amounts as may be appropriated to, or deposited in, the 21
Social Security Trust Fund as hereinafter provided. There 22
is hereby appropriated to the Social Security Trust Fund 23
for the first fiscal year that begins after date of the enact-24
ment of section 203 of the Social Security 2100 Act, and 25
for each fiscal year thereafter, out of any moneys in the 26
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Treasury not otherwise appropriated, amounts equivalent 1
to 100 percent of— 2
‘‘(1) the taxes imposed by chapter 21 (other 3
than sections 3101(b) and 3111(b)) of the Internal 4
Revenue Code of 1986 with respect to wages (as de-5
fined in section 3121 of such Code) reported to the 6
Secretary of the Treasury pursuant to subtitle F of 7
the Internal Revenue Code of 1986, as determined 8
by the Secretary of the Treasury by applying the ap-9
plicable rates of tax under such chapter (other than 10
sections 3101(b) and 3111(b)) to such wages, which 11
wages shall be certified by the Commissioner of So-12
cial Security on the basis of the records of wages es-13
tablished and maintained by such Commissioner in 14
accordance with such reports; 15
‘‘(2) the taxes imposed by chapter 2 (other than 16
section 1401(b)) of the Internal Revenue Code of 17
1986 with respect to self-employment income (as de-18
fined in section 1402 of such Code) reported to the 19
Secretary of the Treasury on tax returns under sub-20
title F of such Code, as determined by the Secretary 21
of the Treasury by applying the applicable rate of 22
tax under such chapter (other than section 1401(b)) 23
to such self-employment income, which self-employ-24
ment income shall be certified by the Commissioner 25
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of Social Security on the basis of the records of self- 1
employment income established and maintained by 2
the Commissioner of Social Security in accordance 3
with such returns; and 4
‘‘(3) the taxes imposed by paragraph (1)(B) 5
and (2)(B) of section 1411(a) of the Internal Rev-6
enue Code of 1986. 7
The amounts appropriated by paragraphs (1), (2), and (3) 8
shall be transferred from time to time from the general 9
fund in the Treasury to the Social Security Trust Fund, 10
such amounts to be determined on the basis of estimates 11
by the Secretary of the Treasury of the taxes, specified 12
in paragraphs (1), (2), and (3), paid to or deposited into 13
the Treasury; and proper adjustments shall be made in 14
amounts subsequently transferred to the extent prior esti-15
mates were in excess of or were less than the taxes speci-16
fied in such paragraphs (1), (2), and (3). All amounts 17
transferred to the Social Security Trust Fund under the 18
preceding sentence shall be invested by the Managing 19
Trustee in the same manner and to the same extent as 20
the other assets of the Trust Fund. Notwithstanding the 21
preceding sentence, in any case in which the Secretary of 22
the Treasury determines that the assets of the Trust Fund 23
would otherwise be inadequate to meet the Trust Fund’s 24
obligations for any month, the Secretary of the Treasury 25
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shall transfer to the Trust Fund on the first day of such 1
month the total amount which would have been trans-2
ferred to the Trust Fund under this section as in effect 3
on October 1, 1990; and the Trust Fund shall pay interest 4
to the general fund on the amount so transferred on the 5
first day of any month at a rate (calculated on a daily 6
basis, and applied against the difference between the 7
amount so transferred on such first day and the amount 8
which would have been transferred to the Trust Fund up 9
to that day under the procedures in effect on January 1, 10
1983) equal to the rate earned by the investments of the 11
Trust Fund in the same month under subsection (d).’’. 12
(b) R
EQUIRED ACTUARIALANALYSIS.—Section 13
201(c) of the Social Security Act is amended by striking 14
the fourth sentence in the matter following paragraph (5) 15
and inserting the following: ‘‘Such report shall also include 16
actuarial analysis of the benefit cost with respect to dis-17
abled beneficiaries and their auxiliaries, to retired bene-18
ficiaries and their auxiliaries, and to survivor bene-19
ficiaries.’’. 20
(c) B
OARD OFTRUSTEES.— 21
(1) B
OARD OF TRUSTEES OF SOCIAL SECURITY 22
TRUST FUND.—Section 201(c) of the Social Security 23
Act, as amended by subsection (b) of this section, is 24
further amended in the matter preceding paragraph 25
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(1) by striking ‘‘the Federal Old-Age and Survivors 1
Insurance Trust Fund and the Federal Disability 2
Insurance Trust Fund (hereinafter in this title 3
called the ‘Trust Funds’)’’ and inserting ‘‘the Social 4
Security Trust Fund (in this title referred to as the 5
‘Trust Fund’)’’. 6
(2) C
ONTINUITY OF BOARD OF TRUSTEES .— 7
The Board of Trustees of the Social Security Trust 8
Fund created by the amendment made by subsection 9
(a) shall be a continuous body with the Board of 10
Trustees of the Federal Old-Age and Survivors In-11
surance Trust Fund and the Federal Disability In-12
surance Trust Fund in operation prior to the effec-13
tive date of such amendment. Individuals serving as 14
members of the Board of Trustees of the Federal 15
Old-Age and Survivors Insurance Trust Fund and 16
the Federal Disability Insurance Trust Fund as of 17
the effective date of such amendment shall serve the 18
remainder of their term as members of the Board of 19
Trustees of the Social Security Trust Fund. 20
(d) C
ONFORMINGAMENDMENTS RELATED TOSO-21
CIALSECURITYTRUSTFUND.— 22
(1) A
MENDMENT TO SECTION HEADING .—The 23
section heading for section 201 of the Social Secu-24
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rity Act is amended to read as follows: ‘‘SOCIAL SE-1
CURITY TRUST FUND’’. 2
(2) B
OARD OF TRUSTEES .—Section 201(c) of 3
such Act, as amended by subsections (b) and (c)(1), 4
is further amended— 5
(A) in the matter preceding paragraph (1), 6
by striking ‘‘Board of Trustees of the Trust 7
Funds’’ and inserting ‘‘Board of Trustees of 8
the Trust Fund’’; 9
(B) in paragraph (1), by striking ‘‘Trust 10
Funds’’ and inserting ‘‘Trust Fund’’; 11
(C) in paragraph (2)— 12
(i) by striking ‘‘Trust Funds’’ and in-13
serting ‘‘Trust Fund’’; and 14
(ii) by striking ‘‘their’’ and inserting 15
‘‘its’’; 16
(D) in paragraph (3), by striking ‘‘either 17
of the Trust Funds’’ and inserting ‘‘the Trust 18
Fund’’; 19
(E) in paragraph (5)— 20
(i) by striking ‘‘managing the Trust 21
Funds’’ and inserting ‘‘managing the 22
Trust Fund’’; and 23
(ii) by striking ‘‘Trust Funds are’’ 24
and inserting ‘‘Trust Fund is’’; 25
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(F) in the matter following paragraph (5), 1
by striking ‘‘Trust Funds’’ each place it ap-2
pears and inserting ‘‘Trust Fund’’; and 3
(G) in the second sentence in the matter 4
following paragraph (5), by striking ‘‘whether 5
the Federal Old-Age and Survivors Insurance 6
Trust Fund and the Federal Disability Insur-7
ance Trust Fund, individually and collectively, 8
are’’ and inserting ‘‘whether the Social Security 9
Trust Fund is’’. 10
(3) I
NVESTMENTS.—Section 201 of such Act is 11
amended in subsections (d) and (e) by striking 12
‘‘Trust Funds’’ each place it appears and inserting 13
‘‘Trust Fund’’. 14
(4) C
REDITING OF INTEREST AND PROCEEDS 15
TO TRUST FUNDS .—Section 201(f) of such Act is 16
amended— 17
(A) by striking ‘‘the Federal Old-Age and 18
Survivors Insurance Trust Fund and the Fed-19
eral Disability Insurance Trust Fund shall be 20
credited to and form a part of the Federal Old- 21
Age and Survivors Insurance Trust Fund and 22
the Disability Insurance Trust Fund, respec-23
tively’’ and inserting ‘‘the Social Security Trust 24
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Fund shall be credited to and form a part of 1
the Social Security Trust Fund’’; 2
(B) by striking ‘‘either of the Trust 3
Funds’’ and inserting ‘‘the Trust Fund’’; and 4
(C) by striking ‘‘such Trust Fund’’ and in-5
serting ‘‘the Trust Fund’’. 6
(5) A
DMINISTRATIVE COSTS.—Section 201(g) of 7
such Act is amended— 8
(A) in paragraph (1)— 9
(i) in subparagraph (A), by striking 10
‘‘Of the amounts authorized to be made 11
available out of the Federal Old-Age and 12
Survivors Insurance Trust Fund and the 13
Federal Disability Insurance Trust Fund 14
under the preceding sentence’’ and all that 15
follows through ‘‘(Public Law 103–296).’’; 16
and 17
(ii) in subparagraph (B)(i)— 18
(I) by striking subclauses (II) 19
and (III) and inserting the following: 20
‘‘(II) the portion of such costs which 21
should have been borne by the Social Security 22
Trust Fund,’’; and 23
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(II) by redesignating subclauses 1
(IV) and (V) as subclauses (III) and 2
(IV); 3
(B) in paragraph (2)— 4
(i) by striking ‘‘Trust Funds’’ and in-5
serting ‘‘Trust Fund’’; and 6
(ii) by striking the last sentence; and 7
(C) in paragraph (4), by striking ‘‘Trust 8
Funds’’ each place it appears and inserting 9
‘‘Trust Fund’’. 10
(6) B
ENEFIT PAYMENTS .—Section 201(h) of 11
such Act is amended to read as follows: 12
‘‘(h) All benefit payments required to be made under 13
this title shall be made only from the Social Security Trust 14
Fund.’’. 15
(7) G
IFTS.—Section 201(i) of such Act is 16
amended— 17
(A) in paragraph (1), by striking ‘‘the 18
Federal Old-Age and Survivors Insurance Trust 19
Fund, the Federal Disability Insurance Trust 20
Fund’’ and inserting ‘‘the Social Security Trust 21
Fund’’; and 22
(B) in paragraph (2)(B), by striking ‘‘the 23
Federal Old-Age and Survivors Insurance Trust 24
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Fund’’ and inserting ‘‘the Social Security Trust 1
Fund’’. 2
(8) T
RAVEL EXPENSES.—Section 201(j) of such 3
Act is amended by striking ‘‘the Federal Old-Age 4
and Survivors Insurance Trust Fund, or the Federal 5
Disability Insurance Trust Fund (as determined ap-6
propriate by the Commissioner of Social Security)’’ 7
and inserting ‘‘the Social Security Trust Fund’’. 8
(9) D
EMONSTRATION PROJECTS .—Section 9
201(k) of such Act is amended by striking ‘‘the Fed-10
eral Disability Insurance Trust Fund and the Fed-11
eral Old-Age and Survivors Insurance Trust Fund, 12
as determined appropriate by the Commissioner of 13
Social Security’’ and inserting ‘‘the Social Security 14
Trust Fund’’. 15
(10) B
ENEFIT CHECKS.—Section 201(m) of 16
such Act is amended— 17
(A) in paragraph (2), by striking ‘‘each of 18
the Trust Funds’’ and inserting ‘‘the Social Se-19
curity Trust Fund’’; 20
(B) in paragraph (3), by striking ‘‘one of 21
the Trust Funds’’ and inserting ‘‘the Trust 22
Fund’’; and 23
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(C) by striking ‘‘such Trust Fund’’ each 1
place it appears and inserting ‘‘the Trust 2
Fund’’. 3
(11) C
ONFORMING REPEALS .— 4
(A) I
N GENERAL.—Section 201 of such 5
Act is amended by striking subsections (b), (l), 6
and (n). 7
(B) R
EDESIGNATIONS.—Section 201 of 8
such Act is further amended— 9
(i) by redesignating subsections (c) 10
through (j) as subsections (b) through (i), 11
respectively; 12
(ii) by redesignating subsection (k) as 13
subsection (j); and 14
(iii) by redesignating subsection (m) 15
as subsection (k). 16
(C) R
EFERENCES TO REDESIGNATED SEC -17
TIONS.— 18
(i) Section 201(a) of such Act, as 19
amended by subsection (a) of this section, 20
is further amended— 21
(I) by striking ‘‘subsection 22
(i)(1)’’ and inserting ‘‘subsection 23
(h)(1)’’; and 24
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(II) by striking ‘‘subsection (d)’’ 1
and inserting ‘‘subsection (c)’’. 2
(ii) Section 1131(b)(1) of such Act is 3
amended by striking ‘‘section 201(g)(1)’’ 4
and inserting ‘‘section 201(f)(1)’’. 5
(e) O
THERCONFORMINGAMENDMENTS TO SOCIAL 6
S
ECURITYACT.— 7
(1) T
ITLE II.—Title II of the Social Security 8
Act (42 U.S.C. 401 et seq.) is amended— 9
(A) in section 202(x)(3)(B)(iii), by striking 10
‘‘the Federal Old-Age and Survivors Insurance 11
Trust Fund and the Federal Disability Insur-12
ance Trust Fund, as appropriate,’’ and insert-13
ing ‘‘the Social Security Trust Fund’’; 14
(B) in section 206(d)(5), by striking ‘‘the 15
Federal Old-Age and Survivors Insurance Trust 16
Fund and the Federal Disability Insurance 17
Trust Fund, as appropriate’’ and inserting ‘‘the 18
Social Security Trust Fund’’; 19
(C) in section 206(e)(3)(B), by striking 20
‘‘the Federal Old-Age and Survivors Insurance 21
Trust Fund and the Federal Disability Insur-22
ance Trust Fund’’ and inserting ‘‘the Social Se-23
curity Trust Fund’’; 24
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(D) in section 208(b)(5)(A), by striking 1
‘‘the Federal Old-Age and Survivors Insurance 2
Trust Fund and the Federal Disability Insur-3
ance Trust Fund, as appropriate’’ and inserting 4
‘‘the Social Security Trust Fund’’; 5
(E) in section 215(i)(1)(F)— 6
(i) in clause (i)— 7
(I) by striking ‘‘the combined 8
balance in the Federal Old-Age and 9
Survivors Insurance Trust Fund and 10
the Federal Disability Insurance 11
Trust Fund’’ and inserting ‘‘the bal-12
ance in the Social Security Trust 13
Fund’’; and 14
(II) by striking ‘‘and reduced by 15
the outstanding amount of any loan 16
(including interest thereon) thereto-17
fore made to either such Fund from 18
the Federal Hospital Insurance Trust 19
Fund under section 201(l)’’; and 20
(ii) in clause (ii)— 21
(I) by striking ‘‘the Federal Old- 22
Age and Survivors Insurance Trust 23
Fund and the Federal Disability In-24
surance Trust Fund’’ and inserting 25
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‘‘the Social Security Trust Fund’’; 1
and 2
(II) by striking ‘‘(other than pay-3
ments’’ and all that follows through 4
‘‘and reducing’’ and inserting ‘‘, but 5
reducing’’; 6
(F) in section 221(e)— 7
(i) by striking ‘‘Trust Funds’’ each 8
place it appears and inserting ‘‘Trust 9
Fund’’; and 10
(ii) by striking the last sentence; 11
(G) in section 221(f), by striking ‘‘Trust 12
Funds’’ and inserting ‘‘Trust Fund’’; 13
(H) in section 222(d)— 14
(i) in the section heading, by striking 15
‘‘T
RUSTFUNDS’’ and inserting ‘‘TRUST 16
F
UND’’; 17
(ii) in paragraph (1), by striking ‘‘to 18
the end that savings will accrue to the 19
Trust Funds as a result of rehabilitating 20
such individuals, there are authorized to be 21
transferred from the Federal Old-Age and 22
Survivors Insurance Trust Fund and the 23
Federal Disability Insurance Trust Fund’’ 24
and inserting ‘‘to the end that savings will 25
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accrue to the Trust Fund as a result of re-1
habilitating such individuals, there are au-2
thorized to be transferred from the Social 3
Security Trust Fund’’; and 4
(iii) by amending paragraph (4) to 5
read as follows: 6
‘‘(4) The Commissioner of Social Security shall deter-7
mine according to such methods and procedures as the 8
Commissioner may deem appropriate the total amount to 9
be reimbursed for the cost of services under this sub-10
section.’’; 11
(I) in section 228(g)— 12
(i) in the section heading, by striking 13
‘‘F
EDERALOLD-AGE ANDSURVIVORSIN-14
SURANCETRUSTFUND’’ and inserting 15
‘‘S
OCIALSECURITYTRUSTFUND’’; and 16
(ii) in the matter preceding paragraph 17
(1), by striking ‘‘Federal Old-Age and Sur-18
vivors Insurance Trust Fund’’ and insert-19
ing ‘‘Social Security Trust Fund’’; 20
(J) in section 231(c), by striking ‘‘Trust 21
Funds’’ each place it appears and inserting 22
‘‘Trust Fund’’; and 23
(K) in section 234(a)(1), by striking 24
‘‘Trust Funds’’ and inserting ‘‘Trust Fund’’. 25
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(2) TITLE VII.—Title VII of the Social Security 1
Act (42 U.S.C. 901 et seq.) is amended— 2
(A) in section 703(j), by striking ‘‘Federal 3
Disability Insurance Trust Fund, the Federal 4
Old-Age and Survivors Insurance Trust Fund,’’ 5
and inserting ‘‘Social Security Trust Fund’’; 6
(B) in section 708(c), by striking ‘‘the 7
‘OASDI trust fund ratio’ under section 201(l),’’ 8
after ‘‘computing’’; 9
(C) in section 709— 10
(i) in subsection (a), by striking ‘‘Fed-11
eral Old-Age and Survivors Insurance 12
Trust Fund and the Federal Disability In-13
surance Trust Fund’’ and inserting ‘‘Social 14
Security Trust Fund’’; and 15
(ii) in subsection (b)— 16
(I) in paragraph (1), by striking 17
‘‘section 201(l) or’’; and 18
(II) in paragraph (2), by striking 19
‘‘Federal Old-Age and Survivors In-20
surance Trust Fund and the Federal 21
Disability Insurance Trust Fund’’ and 22
inserting ‘‘Social Security Trust 23
Fund’’; and 24
(D) in section 710— 25
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(i) in subsection (a), by striking ‘‘Fed-1
eral Old-Age and Survivors Insurance 2
Trust Fund and the Federal Disability In-3
surance Trust Fund’’ and inserting ‘‘Social 4
Security Trust Fund’’; and 5
(ii) in subsection (b)— 6
(I) by striking ‘‘any Trust Fund 7
specified in subsection (a)’’ and in-8
serting ‘‘the Social Security Trust 9
Fund’’; and 10
(II) by striking ‘‘payments from 11
any such Trust Fund’’ and inserting 12
‘‘payments from the Social Security 13
Trust Fund’’. 14
(3) T
ITLE XI.—Title XI of the Social Security 15
Act (42 U.S.C. 1301 et seq.) is amended— 16
(A) in section 1106(b), by striking ‘‘the 17
Federal Old-Age and Survivors Insurance Trust 18
Fund, the Federal Disability Insurance Trust 19
Fund’’ and inserting ‘‘the Social Security Trust 20
Fund’’; 21
(B) in section 1129(e)(2)(A), by striking 22
‘‘the Federal Old-Age and Survivors Insurance 23
Trust Fund or the Federal Disability Insurance 24
Trust Fund, as determined appropriate by the 25
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Secretary’’ and inserting ‘‘the Social Security 1
Trust Fund’’; 2
(C) in sections 1131(b)(2) and 1140(c)(2), 3
by striking ‘‘the Federal Old-Age and Survivors 4
Insurance Trust Fund’’ and inserting ‘‘the So-5
cial Security Trust Fund’’; 6
(D) in section 1145(c)— 7
(i) by striking paragraphs (1) and (2) 8
and inserting the following: 9
‘‘(1) the Social Security Trust Fund;’’; and 10
(ii) by redesignating paragraphs (3) 11
and (4) as paragraphs (2) and (3), respec-12
tively; and 13
(E) in section 1148(j)(1)(A)— 14
(i) in the first sentence, by striking 15
‘‘the Federal Old-Age and Survivors Insur-16
ance Trust Fund and the Federal Dis-17
ability Insurance Trust Fund’’ and insert-18
ing ‘‘the Social Security Trust Fund’’; and 19
(ii) by striking the second sentence. 20
(4) T
ITLE XVIII.—Title XVIII of the Social Se-21
curity Act (42 U.S.C. 1395) is amended— 22
(A) in section 1817(g), by striking ‘‘Fed-23
eral Old-Age and Survivors Insurance Trust 24
Fund and from the Federal Disability Insur-25
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ance Trust Fund’’ and inserting ‘‘Social Secu-1
rity Trust Fund’’; 2
(B) in section 1840(a)(2), by striking 3
‘‘Federal Old-Age and Survivors Insurance 4
Trust Fund or the Federal Disability Insurance 5
Trust Fund’’ and inserting ‘‘Social Security 6
Trust Fund’’; and 7
(C) in section 1841(f), by striking ‘‘Fed-8
eral Old-Age and Survivors Insurance Trust 9
Fund and from the Federal Disability Insur-10
ance Trust Fund’’ and inserting ‘‘Social Secu-11
rity Trust Fund’’. 12
(f) C
ONFORMINGAMENDMENTSOUTSIDE OFSOCIAL 13
S
ECURITYACT.— 14
(1) B
UDGET.— 15
(A) O
FF-BUDGET EXEMPTION .—Section 16
405(a) of the Congressional Budget Act of 17
1974 (2 U.S.C. 655(a)) is amended by striking 18
‘‘Federal Old-Age and Survivors Insurance and 19
Federal Disability Insurance Trust Funds’’ and 20
inserting ‘‘Social Security Trust Fund’’. 21
(B) S
EQUESTRATION EXEMPTION .—Sec-22
tion 255(g)(1)(A) of the Balanced Budget and 23
Emergency Deficit Control Act of 1985 (2 24
U.S.C. 905(g)(1)(A)) is amended by striking 25
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‘‘Payments to Social Security Trust Funds’’ 1
and inserting ‘‘Payments to the Social Security 2
Trust Fund’’. 3
(2) T
AX.— 4
(A) T
AXABLE WAGES.—Section 3121(l)(4) 5
of the Internal Revenue Code of 1986 is 6
amended by striking ‘‘Federal Old-Age and 7
Survivors Insurance Trust Fund and the Fed-8
eral Disability Insurance Trust Fund’’ and in-9
serting ‘‘Social Security Trust Fund’’. 10
(B) O
VERPAYMENTS.— 11
(i) Section 6402(d)(3)(C) of the Inter-12
nal Revenue Code of 1986 is amended by 13
striking ‘‘Federal Old-Age and Survivors 14
Insurance Trust Fund or the Federal Dis-15
ability Insurance Trust Fund, whichever is 16
certified to the Secretary as appropriate by 17
the Commissioner of Social Security’’ and 18
inserting ‘‘Social Security Trust Fund’’. 19
(ii) Subsection (f)(2)(B) of section 20
3720A of title 31, United States Code, is 21
amended by striking ‘‘Federal Old-Age and 22
Survivors Insurance Trust Fund or the 23
Federal Disability Insurance Trust Fund, 24
whichever is certified to the Secretary of 25
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the Treasury as appropriate by the Com-1
missioner of Social Security’’ and inserting 2
‘‘Social Security Trust Fund’’. 3
(3) F
ALSE CLAIMS PENALTIES .—Subsection 4
(g)(2) of section 3806 of title 31, United States 5
Code, is amended— 6
(A) in subparagraph (B)— 7
(i) by striking ‘‘Secretary of Health 8
and Human Services’’ and inserting ‘‘Com-9
missioner of Social Security’’; and 10
(ii) by striking ‘‘Federal Old-Age and 11
Survivors Insurance Trust Fund’’ and in-12
serting ‘‘Social Security Trust Fund’’; and 13
(B) in subparagraph (C)— 14
(i) by striking ‘‘Secretary of Health 15
and Human Services’’ and inserting ‘‘Com-16
missioner of Social Security’’; and 17
(ii) by striking ‘‘Federal Disability In-18
surance Trust Fund’’ and inserting ‘‘Social 19
Security Trust Fund’’. 20
(4) R
AILROAD RETIREMENT BOARD .—Section 7 21
of the Railroad Retirement Act of 1974 (45 U.S.C. 22
231f) is amended— 23
(A) in subsection (b)(2), by striking ‘‘Fed-24
eral Old-Age and Survivors Insurance Trust 25
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Fund and the Federal Disability Insurance 1
Trust Fund’’ and inserting ‘‘Social Security 2
Trust Fund’’; 3
(B) in subsection (c)(2)— 4
(i) by striking ‘‘Secretary of Health, 5
Education, and Welfare’’ each time it ap-6
pears and inserting ‘‘Commissioner of So-7
cial Security’’; and 8
(ii) by striking ‘‘Federal Old-Age and 9
Survivors Insurance Trust Fund, the Fed-10
eral Disability Insurance Trust Fund,’’ 11
each time it appears and inserting ‘‘Social 12
Security Trust Fund’’; and 13
(C) in subsection (c)(4), by striking ‘‘Fed-14
eral Old-Age and Survivors Insurance Trust 15
Fund, the Federal Disability Insurance Trust 16
Fund,’’ and inserting ‘‘Social Security Trust 17
Fund’’. 18
(g) R
ULE OFCONSTRUCTION.—Effective beginning 19
on January 1, 2025, any reference in law (other than sec-20
tion 201(a) of the Social Security Act) to the ‘‘Federal 21
Old-Age and Survivors Insurance Trust Fund’’ or the 22
‘‘Federal Disability Insurance Trust Fund’’ is deemed to 23
be a reference to the Social Security Trust Fund. 24
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(h) EFFECTIVEDATE.—The amendments made by 1
this section shall take effect on January 1, 2025. 2
TITLE III—STRENGTHENING 3
SERVICE DELIVERY 4
SEC. 301. CLARIFYING THE REQUIREMENT TO MAIL SOCIAL 5
SECURITY ACCOUNT STATEMENTS. 6
(a) I
NGENERAL.—Section 1143 of the Social Secu-7
rity Act (42 U.S.C. 1320b–13) is amended— 8
(1) in subsection (a)(1), by adding at the end 9
the following: ‘‘Such statement shall be provided by 10
mail unless the requesting individual chooses elec-11
tronic delivery for that request.’’; and 12
(2) in subsection (c)(2)— 13
(A) by striking ‘‘Beginning not later than’’ 14
and inserting ‘‘(A) Beginning not later than’’; 15
(B) by inserting ‘‘by mail’’ after ‘‘provide’’; 16
and 17
(C) by adding at the end the following: 18
‘‘(B) In any case in which an eligible individual de-19
scribed in subparagraph (A) responds to an annual inquiry 20
by the Commissioner relating to the mailing of the individ-21
ual’s statement by making an election that such statement 22
for such year be provided in electronic form only, the re-23
quirements of this paragraph shall be deemed to be satis-24
fied for such year with respect to the individual.’’. 25
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(b) EFFECTIVEDATE.—The amendments made by 1
subsection (a) shall apply with respect to Social Security 2
account statements required to be provided on or after 3
January 1, 2025. 4
SEC. 302. PREVENTING CLOSURE OF FIELD AND HEARING 5
OFFICES AND RESIDENT OR RURAL CONTACT 6
STATIONS. 7
(a) M
ORATORIUM ON CLOSURE ORCONSOLIDATION 8
OFFIELD ORHEARINGOFFICES ORNEWLIMITATIONS 9
ONACCESS TOSUCHOFFICES.— 10
(1) I
N GENERAL.—Except as provided in para-11
graphs (2) and (3), the Commissioner of Social Se-12
curity shall take no action on or after the date of 13
enactment of this Act to close or consolidate field or 14
hearing offices of the Social Security Administration 15
or to otherwise impose any new limitation on access 16
to such offices. 17
(2) E
XCEPTION FOR EMERGENCY CLOSURES .— 18
Paragraph (1) shall not apply with respect to any 19
temporary action by the Commissioner to close or 20
otherwise limit access to field or hearing offices in 21
response to an emergency. 22
(3) C
ESSATION OF MORATORIUM UPON REPORT 23
TO CONGRESS.—Paragraph (1) shall cease to be ef-24
fective 180 days after the Commissioner submits to 25
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the Committee on Ways and Means of the House of 1
Representatives and the Committee on Finance of 2
the Senate a detailed report outlining and justifying 3
the process for selecting field or hearing offices to be 4
closed or consolidated or otherwise to have limited 5
access. Such report shall include— 6
(A) an analysis of the criteria used for se-7
lecting field or hearing offices for closure, con-8
solidation, or limited access; 9
(B) a description of how the Commissioner 10
has analyzed and considered relevant factors, 11
including but not limited to transportation and 12
communication burdens faced by individuals 13
serviced by the offices, including elderly and 14
disabled citizens; and 15
(C) a description of any method of cost- 16
benefit analysis applied by the Commissioner in 17
connection with closures and consolidations of 18
field or hearing offices, and other limitations on 19
access to field or hearing offices, including any 20
analysis that takes into account— 21
(i) the anticipated savings resulting 22
from the closure, consolidation, or limita-23
tion on access; 24
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(ii) the anticipated costs associated 1
with replacing services lost by the closure, 2
consolidation, or limitation on access; 3
(iii) the anticipated effects on employ-4
ees of the offices affected; 5
(iv) how the loss of access resulting 6
from the closure, consolidation, or limita-7
tion on access will be replaced by the es-8
tablishment of a new field or hearing of-9
fice, increased access at a different office, 10
or some other means, and the factors con-11
sidered by the Commissioner in deter-12
mining how to replace such lost access; 13
and 14
(v) such other relevant factors as may 15
be determined by the Commissioner, in-16
cluding but not limited to transportation 17
and communication burdens faced by indi-18
viduals serviced by the offices, including el-19
derly and disabled citizens. 20
(b) R
EQUIREMENTS FOR FUTURECLOSURES, CON-21
SOLIDATIONS, ANDNEWLIMITATIONS ONACCESS.— 22
(1) I
N GENERAL.—Section 704 of the Social 23
Security Act (42 U.S.C. 904) is amended by adding 24
at the end the following new subsection: 25
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‘‘Field and Hearing Offices 1
‘‘(f)(1) Subject to paragraph (6), the Commissioner 2
may not close a field or hearing office of the Administra-3
tion, consolidate two or more such offices, or otherwise 4
impose any new limitation on public access to any such 5
office, unless the Commissioner complies with the require-6
ments of paragraphs (2), (3), (4), and (5) in connection 7
with the closure, consolidation, or limitation on public ac-8
cess. 9
‘‘(2)(A) The requirements of this paragraph are met 10
in connection with a closure, consolidation, or new limita-11
tion on access referred to in paragraph (1) only if— 12
‘‘(i) not later than 120 days before the date of 13
the closure, consolidation, or limitation on access, 14
the Commissioner provides effective public notice of 15
the proposed closure, consolidation, or limitation on 16
access (including, to the extent practicable, notice by 17
direct mailing and through community outlets such 18
as newspapers and posting in heavily frequented 19
public spaces) to individuals residing in the area 20
serviced by the affected office or offices; 21
‘‘(ii) the public notice issued pursuant to clause 22
(i) includes information on— 23
‘‘(I) how the Commissioner will, not later 24
than 30 days after the date of the closure, con-25
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solidation, or limitation on access, replace the 1
loss in access resulting from the closure, con-2
solidation, or limitation on access by estab-3
lishing a new office, increasing public access to 4
a different office, or some other means; and 5
‘‘(II) how to contact the Administration if 6
an individual experiences service delays or prob-7
lems as a result of the closure, consolidation, or 8
limitation on access; and 9
‘‘(iii) not earlier than 30 days after the 10
issuance of public notice pursuant to clause (i) and 11
not later than 45 days before the date of the pro-12
posed closure, consolidation, or limitation on access, 13
the Commissioner conducts at least 2 public hear-14
ings (scheduled so that the first and last such hear-15
ings are separated by at least 10 days), at which the 16
Commissioner presents the justifications for the clo-17
sure, consolidation, or limitation on access described 18
in subparagraph (B) and provides for attendees an 19
opportunity to present their views regarding the pro-20
posed closure, consolidation, or limitation on access. 21
‘‘(B) The justifications referred to in subparagraph 22
(A)(iii) shall consist of the following: 23
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‘‘(i) an analysis of the criteria used for selecting 1
the field or hearing office or offices for closure, con-2
solidation, or limited access; 3
‘‘(ii) a description of how the Commissioner has 4
analyzed and considered relevant factors, including 5
but not limited to transportation and communication 6
burdens faced by individuals serviced by the offices, 7
including elderly and disabled citizens; and 8
‘‘(iii) a description of a method of cost-benefit 9
analysis which shall be applied by the Commissioner 10
in connection with the closure, consolidation, or limi-11
tation on access, and which shall take into ac-12
count— 13
‘‘(I) the anticipated savings resulting from 14
the closure, consolidation, or limitation on ac-15
cess; 16
‘‘(II) the anticipated costs associated with 17
replacing services lost by the closure, consolida-18
tion, or limitation on access; 19
‘‘(III) the anticipated effects on employees 20
of the offices affected; and 21
‘‘(IV) such other relevant factors as may 22
be determined by the Commissioner, including 23
but not limited to transportation and commu-24
nication burdens faced by individuals serviced 25
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by the offices, including elderly and disabled 1
citizens. 2
‘‘(C) The notice provided pursuant to subparagraph 3
(A)(i) shall include notice of the time and place of the 4
public hearings to be conducted pursuant to clause (A)(iii) 5
and of the right of aggrieved individuals to appeal to the 6
Commissioner regarding the proposed closure, consolida-7
tion, or limitation on access pursuant to paragraph (4). 8
‘‘(3) The requirements of this paragraph are met in 9
connection with a closure, consolidation, or limitation on 10
access referred to in paragraph (1) only if, not later than 11
30 days before the date of the proposed closure, consolida-12
tion, or limitation on access, the Commissioner submits 13
to the Committee on Ways and Means of the House of 14
Representatives, the Committee on Finance of the Senate, 15
and each Member of the Congress representing a State 16
or congressional district in which the affected office or of-17
fices are located a detailed final report in support of the 18
closure, consolidation, or limitation on access. Such report 19
shall include— 20
‘‘(A) the justifications described in paragraph 21
(2)(B), (including any amendments made to such 22
justifications after the public hearings conducted 23
pursuant to paragraph (2)(A)); 24
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‘‘(B) any findings made by the Commissioner 1
pursuant to the public hearings; 2
‘‘(C) the status of any appeals regarding the 3
closure, consolidation, or new limitation on access 4
which were commenced pursuant to paragraph (4) 5
before the date of the report; 6
‘‘(D) the final decision of the Commissioner re-7
garding the closure, consolidation, or new limitation 8
on access; and 9
‘‘(E) such other information as the Commis-10
sioner considers relevant. 11
‘‘(4)(A) Upon timely request by any individual who 12
makes a showing in writing described in subparagraph (B) 13
in connection with a proposed closure, consolidation, or 14
limitation on access referred to in subparagraph (A), the 15
Commissioner shall give such individual an opportunity for 16
a hearing with respect to the closure, consolidation, or lim-17
itation on access. The request for the hearing shall be con-18
sidered timely only if it is made not later than 30 days 19
before the proposed date of the closure, consolidation, or 20
limitation on access. The Commissioner shall submit to 21
the Committee on Ways and Means of the House of Rep-22
resentatives, the Committee on Finance of the Senate, and 23
each Member of the Congress representing a State or con-24
gressional district in which the affected office or offices 25
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are located the Commissioner’s findings based on the 1
hearing and a description of any action taken or to be 2
taken by the Commissioner on the basis of such findings. 3
‘‘(B) A showing described in subparagraph (A) shall 4
consist of a showing that— 5
‘‘(i) the determination of the Commissioner to 6
close a field or hearing office, consolidate field or 7
hearing offices, or impose a new limitation on access 8
to a field or hearing office is arbitrary, capricious, 9
an abuse of discretion, not in accordance with law, 10
or not based on substantial evidence; or 11
‘‘(ii) the Commissioner has failed to observe 12
procedures required by law in connection with the 13
closure, consolidation, or new limitation on access. 14
‘‘(5) The requirement of this paragraph is met in 15
connection with a closure, consolidation, or limitation on 16
access referred to in paragraph (1) only if such closure, 17
consolidation, or limitation on access will not result in the 18
total number of field or hearing offices of the Administra-19
tion falling below the total number of such offices that 20
were in operation on September 30, 2022. 21
‘‘(6) Paragraph (1) shall not apply with respect to 22
any temporary action by the Commissioner to close or oth-23
erwise limit access to field or hearing offices in response 24
to an emergency.’’. 25
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(2) EFFECTIVE DATE.—The amendment made 1
by paragraph (1) of this subsection shall apply with 2
respect to closures and consolidations of field or 3
hearing offices and impositions of new limitations on 4
access to such offices occurring after the cessation 5
of the moratorium under subsection (a) of this sec-6
tion. 7
SEC. 303. ENSURING ACCESS TO PROFESSIONAL REP-8
RESENTATION. 9
(a) I
NGENERAL.—Section 206(a)(2)(A) of the Social 10
Security Act (42 U.S.C. 406(a)(2)(A)) is amended by 11
striking ‘‘The Commissioner of Social Security shall’’ and 12
all that follows through the end and inserting the fol-13
lowing: ‘‘Notwithstanding the previous sentence, in the 14
case of an agreement described in this subparagraph en-15
tered into on or after the date of enactment of the Social 16
Security 2100 Act, there shall be substituted for the dollar 17
amount specified in clause (ii)(II) an amount equal to such 18
dollar amount (as increased pursuant to the previous sen-19
tence) in effect for the calendar year preceding such cal-20
endar year or, if larger, the product (rounded to the near-21
est dollar) of $4,000 and the ratio of the national average 22
wage index (as defined in section 209(k)(1)) for the sec-23
ond calendar year preceding such calendar year to the na-24
tional average wage index (as so defined) for 1989. Not 25
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later than November 1 of each calendar year after 2022, 1
the Commissioner of Social Security shall publish in the 2
Federal Register the dollar amount applicable to agree-3
ments entered into in the succeeding calendar year.’’. 4
(b) C
ONFORMINGAMENDMENT.—Section 209(k)(1) 5
of such Act (42 U.S.C. 409(k)(1)), as amended by sections 6
103(c) and 106(b), is further amended by inserting 7
‘‘206(a)(2)(A),’’ after ‘‘203(f)(8)(B)(ii),’’. 8
(c) P
UBLICATION OF TRANSITIONAMOUNT.—The 9
Commissioner of Social Security shall publish in the Fed-10
eral Register the dollar amount applicable to agreements 11
entered into during the portion of 2023 occurring on or 12
after the date of enactment of this Act not later than 3 13
months after such date of enactment. 14
(d) E
FFECTIVEDATE.—The amendments made by 15
this section shall apply with respect to agreements entered 16
into on or after the date of enactment of this Act. 17
Æ
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