(as defined in section 216(l)) before the close of the
taxable year involved shall be—
‘‘(i) for each month of any taxable year
ending after 1995 and before 1997, $1,166.662⁄3,
‘‘(ii) for each month of any taxable year
ending after 1996 and before 1998, $1,250.00,
‘‘(iii) for each month of any taxable year
ending after 1997 and before 1999, $1,333.331⁄3,
‘‘(iv) for each month of any taxable year
ending after 1998 and before 2000, $1,416.662⁄3,
‘‘(v) for each month of any taxable year
ending after 1999 and before 2001, $1,500.00,
‘‘(vi) for each month of any taxable year
ending after 2000 and before 2002, $2,083.331⁄3,
and
‘‘(vii) for each month of any taxable year
ending after 2001 and before 2003, $2,500.00.’’.
(b) CONFORMING AMENDMENTS.—
(1) Section 203(f)(8)(B)(ii) of such Act (42
U.S.C. 403(f)(8)(B)(ii)) is amended—
(A) by striking ‘‘the taxable year ending
after 1993 and before 1995’’ and inserting ‘‘the
taxable year ending after 2001 and before 2003
(with respect to individuals described in sub-
paragraph (D)) or the taxable year ending after
1993 and before 1995 (with respect to other indi-
viduals)’’; and
(B) in subclause (II), by striking ‘‘for
1992’’ and inserting ‘‘for 2000 (with respect to
individuals described in subparagraph (D)) or
1992 (with respect to other individuals)’’.
(2) The second sentence of section 223(d)(4)(A) of
such Act (42 U.S.C. 423(d)(4)(A)) is amended by
striking ‘‘the exempt amount under section 203(f)(8)
which is applicable to individuals described in sub-
paragraph (D) thereof’’ and inserting the following:
‘‘an amount equal to the exempt amount which would
be applicable under section 203(f)(8), to individuals
described in subparagraph (D) thereof, if section 2 of
the Senior Citizens’ Right to Work Act of 1995 had
not been enacted’’.
(c) EFFECTIVE DATE.—The amendments made by this
section shall apply with respect to taxable years ending
after 1995.
SEC. 3. ESTABLISHMENT OF DISABILITY INSURANCE CON-
TINUING DISABILITY REVIEW ADMINISTRA-
TION REVOLVING ACCOUNT.
(a) CONTINUING DISABILITY REVIEW ADMINISTRA-
TION REVOLVING ACCOUNT FOR TITLE II DISABILITY BEN-
EFITS IN THE FEDERAL DISABILITY INSURANCE TRUST
FUND.—
(1) IN GENERAL.—Section 201 of the Social Se-
curity Act (42 U.S.C. 401) is amended by adding at
the end the following new subsection:
‘‘(n)(1) There is hereby created in the Federal Disabil-
ity Insurance Trust Fund a Continuing Disability Review
Administration Revolving Account (hereinafter in this sub-
section referred to as the ‘Account’). The Account shall con-
sist initially of $300,000,000 (which is hereby transferred
to the Account from amounts otherwise available in such
Trust Fund) and shall also consist thereafter of such other
amounts as may be transferred to it under this subsection.
The balance in the Account shall be available solely for ex-
penditures certified under paragraph (2).
‘‘(2)(A) Before October 1 of each calendar year, the
Chief Actuary of the Social Security Administration
shall—
‘‘(i) estimate the present value of savings to the
Federal Old-Age and Survivors Insurance Trust
Fund, the Federal Disability Insurance Trust Fund,
the Federal Hospital Insurance Trust Fund, and the
Federal Supplementary Medical Insurance Trust
Fund which will accrue for all years as a result of
cessations of benefit payments resulting from continu-
ing disability reviews carried out pursuant to the re-
quirements of section 221(i) during the fiscal year
ending on September 30 of such calendar year (in-
creased or decreased as appropriate to account for de-
viations of estimates for prior fiscal years from the
actual amounts for such fiscal years), and
‘‘(ii) certify the amount of such estimate to the
Managing Trustee.
‘‘(B) Upon receipt of certification by the Chief Actuary
under subparagraph (A), the Managing Trustee shall trans-
fer to the Account from amounts otherwise in the Trust
Fund an amount equal to the estimated savings so certified.
‘‘(C) To the extent of available funds in the Account,
upon certification by the Chief Actuary that such funds are
currently required to meet expenditures necessary to provide
for continuing disability reviews required under section
221(i), the Managing Trustee shall make available to the
Commissioner of Social Security from the Account the
amount so certified.
‘‘(D) The expenditures referred to in subparagraph (C)
shall include, but not be limited to, the cost of staffing,
training, purchase of medical and other evidence, and proc-
essing related to appeals (including appeal hearings) and
to overpayments and related indirect costs.
‘‘(E) The Commissioner shall use funds made available
pursuant to this paragraph solely for the purposes described
in subparagraph (C).’’.
(2) 
CONFORMING
AMENDMENT.—Section
201(g)(1)(A) of such Act (42 U.S.C. 401(g)(1)(A)) is
amended in the last sentence by inserting ‘‘(other
than expenditures from available funds in the Con-
tinuing Disability Review Administration Revolving
Account in the Federal Disability Insurance Trust
Fund made pursuant to subsection (n))’’ after ‘‘is re-
sponsible’’ the first place it appears.
(3) ANNUAL REPORT.—Section 221(i)(3) of such
Act (42 U.S.C. 421(i)(3)) is amended—
(A) by striking ‘‘and the number’’ and in-
serting ‘‘the number’’;
(B) by striking the period at the end and
inserting a comma; and
(C) by adding at the end the following:
‘‘and a final accounting of amounts transferred
to the Continuing Disability Review Administra-
tion Revolving Account in the Federal Disability
Insurance Trust Fund during the year, the
amount made available from such Account dur-
ing such year pursuant to certifications made by
the Chief Actuary of the Social Security Admin-
istration under section 201(n)(2)(C), and ex-
penditures made by the Commissioner of Social
Security for the purposes described in section
201(n)(2)(C) during the year, including a com-
parison of the number of continuing disability
reviews conducted during the year with the esti-
mated number of continuing disability reviews
upon which the estimate of such expenditures
was made under section 201(n)(2)(A).’’.
(b) EFFECTIVE DATE AND SUNSET.—
(1) EFFECTIVE DATE.—The amendments made
by subsection (a) shall apply for fiscal years begin-
ning on or after October 1, 1995, and ending on or
before September 30, 2002.
(2) SUNSET.—Effective October 1, 2002, the Con-
tinuing Disability Review Administration Revolving
Account in the Federal Disability Insurance Trust
Fund shall cease to exist, any balance in such Ac-
count shall revert to funds otherwise available in such
Trust Fund, and sections 201 and 221 of the Social
Security Act shall read as if the amendments made
by subsection (a) had not been enacted.
(c) OFFICE OF CHIEF ACTUARY IN THE SOCIAL SECU-
RITY ADMINISTRATION.—
(1) IN GENERAL.—Section 702 of such Act (42
U.S.C. 902) is amended—
(A) by redesignating subsections (c) and (d)
as subsections (d) and (e), respectively; and
(B) by inserting after subsection (b) the fol-
lowing new subsection:
‘‘Chief Actuary
‘‘(c)(1) There shall be in the Administration a Chief
Actuary, who shall be appointed by, and in direct line of
authority to, the Commissioner. The Chief Actuary shall be
appointed from individuals who have demonstrated, by
their education and experience, superior expertise in the ac-
tuarial sciences. The Chief Actuary shall serve as the chief
actuarial officer of the Administration, and shall exercise
such duties as are appropriate for the office of the Chief
Actuary and in accordance with professional standards of
actuarial independence. The Chief Actuary may be removed
only for cause.
‘‘(2) The Chief Actuary shall be compensated at the
highest rate of basic pay for the Senior Executive Service
under section 5382(b) of title 5, United States Code.’’.
(2) EFFECTIVE
DATE
OF
SUBSECTION.—The
amendments made by this subsection shall take effect
on the date of the enactment of this Act.
SEC. 4. ENTITLEMENT OF STEPCHILDREN TO CHILD’S IN-
SURANCE BENEFITS BASED ON ACTUAL DE-
PENDENCY ON STEPPARENT SUPPORT.
(a) REQUIREMENT OF ACTUAL DEPENDENCY FOR FU-
TURE ENTITLEMENTS.—
(1) IN GENERAL.—Section 202(d)(4) of the So-
cial Security Act (42 U.S.C. 402(d)(4)) is amended
by striking ‘‘was living with or’’.
(2) EFFECTIVE DATE.—The amendment made by
paragraph (1) shall apply with respect to benefits of
individuals who become entitled to such benefits for
months after the third month following the month in
which this Act is enacted.
(b) TERMINATION OF CHILD’S INSURANCE BENEFITS
BASED ON WORK RECORD OF STEPPARENT UPON NATURAL
PARENT’S DIVORCE FROM STEPPARENT.—
(1) IN GENERAL.—Section 202(d)(1) of the So-
cial Security Act (42 U.S.C. 402(d)(1)) is amended—
(A) by striking ‘‘or’’ at the end of subpara-
graph (F);
(B) by striking the period at the end of sub-
paragraph (G) and inserting ‘‘; or’’; and
(C) by inserting after subparagraph (G) the
following new subparagraph:
‘‘(H) if the benefits under this subsection are
based on the wages and self-employment income of a
stepparent who is subsequently divorced from such
child’s natural parent, the sixth month after the
month in which the Commissioner of Social Security
receives formal notification of such divorce.’’.
(2) EFFECTIVE DATE.—The amendments made
by this subsection shall apply with respect to notifica-
tions of divorces received by the Commissioner of So-
cial Security on or after the date of the enactment of
this Act.
SEC. 5. RECOMPUTATION OF BENEFITS AFTER NORMAL RE-
TIREMENT AGE.
(a) IN GENERAL.—Section 215(f)(2)(D)(i) of the So-
cial Security Act (42 U.S.C. 415(f)(2)(D)(i)) is amended
to read as follows:
‘‘(i) in the case of an individual who did not die
in the year with respect to which the recomputation
is made, for monthly benefits beginning with benefits
for January of—
‘‘(I) the second year following the year with
respect to which the recomputation is made, in
any such case in which the individual is entitled
to old-age insurance benefits, the individual has
attained retirement age (as defined in section
216(l)) as of the end of the year preceding the
year with respect to which the recomputation is
made, and the year with respect to which the re-
computation is made would not be substituted in
recomputation under this subsection for a benefit
computation year in which no wages or self-em-
ployment income have been credited previously
to such individual, or
‘‘(II) the first year following the year with
respect to which the recomputation is made, in
any other such case; or’’.
(b) CONFORMING AMENDMENTS.—
(1) Section 215(f)(7) of such Act (42 U.S.C.
415(f)(7)) is amended by inserting ‘‘, and as amend-
ed by section 5(b)(2) of the Senior Citizens’ Right to
Work Act of 1995,’’ after ‘‘This subsection as in effect
in December 1978’’.
(2) Subparagraph (A) of section 215(f)(2) of the
Social Security Act as in effect in December 1978 and
applied in certain cases under the provisions of such
Act as in effect after December 1978 is amended—
(A) by striking ‘‘in the case of an individ-
ual who did not die’’ and all that follows and in-
serting ‘‘in the case of an individual who did not
die in the year with respect to which the recom-
putation is made, for monthly benefits beginning
with benefits for January of—’’; and
(B) by adding at the end the following:
‘‘(i) the second year following the year with
respect to which the recomputation is made, in
any such case in which the individual is entitled
to old-age insurance benefits, the individual has
attained age 65 as of the end of the year preced-
ing the year with respect to which the recom-
putation is made, and the year with respect to
which the recomputation is made would not be
substituted in recomputation under this sub-
section for a benefit computation year in which
no wages or self-employment income have been
credited previously to such individual, or
‘‘(ii) the first year following the year with
respect to which the recomputation is made, in
any other such case; or’’.
(c) EFFECTIVE DATE.—The amendments made by this
section shall apply with respect to recomputations of pri-
mary insurance amounts based on wages paid and self em-
ployment income derived after 1994 and with respect to
benefits payable after December 31, 1995.
SEC. 6. ELIMINATION OF THE ROLE OF THE SOCIAL SECU-
RITY ADMINISTRATION IN PROCESSING AT-
TORNEY FEES.
(a) ACTIONS BEFORE THE COMMISSIONER.—Section
206(a) of the Social Security Act (42 U.S.C. 406(a)) is
amended—
(1) in paragraph (1), by striking the fourth and
fifth sentences;
(2) by striking paragraphs (2), (3), and (4);
(3) by inserting after paragraph (1) the follow-
ing new paragraph:
‘‘(2)(A) No person, agent, or attorney may charge in
excess of $4,000 (or, if higher, the amount set pursuant to
subparagraph (B)) for services performed in connection
with any claim before the Commissioner under this title,
or for services performed in connection with concurrent
claims before the Commissioner under this title and title
XVI.
‘‘(B) The Commissioner may increase the dollar
amount under subparagraph (A) whenever the Commis-
sioner determines that such an increase is warranted. The
Commissioner shall publish any such increased amount in
the Federal Register.
‘‘(C) Any agreement in violation of this paragraph
shall be void.
the 60th day following the date of the enactment of
this Act, and
(2) any claim for such benefits filed before such
60th day by a claimant who is first represented by
any person, agent, or attorney in connection with
such claim on or after such 60th day.
SEC. 7. DENIAL OF DISABILITY BENEFITS TO DRUG AD-
DICTS AND ALCOHOLICS.
(a) AMENDMENTS RELATING TO TITLE II DISABILITY
BENEFITS.—
(1) IN GENERAL.—Section 223(d)(2) of the So-
cial Security Act (42 U.S.C. 423(d)(2)) is amended
by adding at the end the following:
‘‘(C) An individual shall not be considered to be
disabled for purposes of this title if alcoholism or drug
addiction would (but for this subparagraph) be a con-
tributing factor material to the Commissioner’s deter-
mination that the individual is disabled.’’.
(2) REPRESENTATIVE PAYEE REQUIREMENTS.—
(A) Section 205(j)(1)(B) of such Act (42
U.S.C. 405(j)(1)(B)) is amended to read as fol-
lows:
‘‘(B) In the case of an individual entitled to benefits
based on disability, the payment of such benefits shall be
made to a representative payee if the Commissioner of So-
cial Security determines that such payment would serve the
interest of the individual because the individual also has
an alcoholism or drug addiction condition (as determined
by the Commissioner) that prevents the individual from
managing such benefits.’’.
(B) Section 205(j)(2)(C)(v) of such Act (42
U.S.C. 405(j)(2)(C)(v)) is amended by striking
‘‘entitled to benefits’’ and all that follows through
‘‘under a disability’’ and inserting ‘‘described in
paragraph (1)(B)’’.
(C) Section 205(j)(2)(D)(ii)(II) of such Act
(42 U.S.C. 405(j)(2)(D)(ii)(II)) is amended by
striking all that follows ‘‘15 years, or’’ and in-
serting ‘‘described in paragraph (1)(B).’’.
(D) Section 205(j)(4)(A)(i)(II) (42 U.S.C.
405(j)(4)(A)(ii)(II)) is amended by striking ‘‘en-
titled to benefits’’ and all that follows through
‘‘under a disability’’ and inserting ‘‘described in
paragraph (1)(B)’’.
(3) TREATMENT
REFERRALS
FOR
INDIVIDUALS
WITH AN ALCOHOLISM OR DRUG ADDICTION CONDI-
TION.—Section 222 of such Act (42 U.S.C. 422) is
amended by adding at the end the following new sub-
section:
‘‘Treatment Referrals for Individuals with an Alcoholism
or Drug Addiction Condition
‘‘(e) In the case of any individual whose benefits under
this title are paid to a representative payee pursuant to
section 205(j)(1)(B), the Commissioner of Social Security
shall refer such individual to the appropriate State agency
administering the State plan for substance abuse treatment
services approved under subpart II of part B of title XIX
of the Public Health Service Act (42 U.S.C. 300x–21 et
seq.).’’.
(4) CONFORMING
AMENDMENT.—Subsection (c)
of section 225 of such Act (42 U.S.C. 425(c)) is re-
pealed.
(5) EFFECTIVE DATES.—
(A) The amendments made by paragraphs
(1) and (4) shall apply with respect to monthly
insurance benefits under title II of the Social Se-
curity Act based on disability for months begin-
ning after the date of the enactment of this Act,
except that, in the case of individuals who are
entitled to such benefits for the month in which
this Act is enacted, such amendments shall apply
only with respect to such benefits for months be-
ginning on or after January 1, 1997.
(B) The amendments made by paragraphs
(2) and (3) shall apply with respect to benefits
for which applications are filed on or after the
date of the enactment of this Act.
(C) If an individual who is entitled to
monthly insurance benefits under title II of the
Social Security Act based on disability for the
month in which this Act is enacted and whose
entitlement to such benefits would terminate by
reason of the amendments made by this sub-
section reapplies for benefits under title II of
such Act (as amended by this Act) based on dis-
ability within 120 days after the date of the en-
actment of this Act, the Commissioner of Social
Security shall, not later than January 1, 1997,
complete the entitlement redetermination with
respect to such individual pursuant to the proce-
dures of such title.
(b) AMENDMENTS RELATING TO SSI BENEFITS.—
(1) IN GENERAL.—Section 1614(a)(3) of the So-
cial Security Act (42 U.S.C. 1382c(a)(3)) is amended
by adding at the end the following:
‘‘(I) Notwithstanding subparagraph (A), an individ-
ual shall not be considered to be disabled for purposes of
this title if alcoholism or drug addiction would (but for this
subparagraph) be a contributing factor material to the
Commissioner’s determination that the individual is dis-
abled.’’.
(2) REPRESENTATIVE PAYEE REQUIREMENTS.—
(A) Section 1631(a)(2)(A)(ii)(II) of such
Act (42 U.S.C. 1383(a)(2)(A)(ii)(II)) is amended
to read as follows:
‘‘(II) In the case of an individual eligible for benefits
under this title by reason of disability, the payment of such
benefits shall be made to a representative payee if the Com-
missioner of Social Security determines that such payment
would serve the interest of the individual because the indi-
vidual also has an alcoholism or drug addiction condition
(as determined by the Commissioner) that prevents the in-
dividual from managing such benefits.’’.
(B) Section 1631(a)(2)(B)(vii) of such Act
(42 U.S.C. 1383(a)(2)(B)(vii)) is amended by
striking ‘‘eligible for benefits’’ and all that fol-
lows through ‘‘is disabled’’ and inserting ‘‘de-
scribed in subparagraph (A)(ii)(II)’’.
(C) Section 1631(a)(2)(B)(ix)(II) of such
Act (42 U.S.C. 1383(a)(2)(B)(ix)(II)) is amend-
ed by striking all that follows ‘‘15 years, or’’ and
inserting 
‘‘described 
in 
subparagraph
(A)(ii)(II).’’.
(D) Section 1631(a)(2)(D)(i)(II) of such Act
(42 U.S.C. 1383(a)(2)(D)(i)(II)) is amended by
striking ‘‘eligible for benefits’’ and all that fol-
lows through ‘‘is disabled’’ and inserting ‘‘de-
scribed in subparagraph (A)(ii)(II)’’.
(3) TREATMENT
SERVICES
FOR
INDIVIDUALS
WITH A SUBSTANCE ABUSE CONDITION.—Title XVI of
such Act (42 U.S.C. 1381 et seq.) is amended by add-
ing at the end the following new section:
‘‘TREATMENT SERVICES FOR INDIVIDUALS WITH A
SUBSTANCE ABUSE CONDITION
‘‘SEC. 1636. In the case of any individual whose bene-
fits under this title are paid to a representative payee pur-
suant to section 1631(a)(2)(A)(ii)(II), the Commissioner of
Social Security shall refer such individual to the appro-
priate State agency administering the State plan for sub-
stance abuse treatment services approved under subpart II
of part B of title XIX of the Public Health Service Act (42
U.S.C. 300x–21 et seq.).’’.
(4) CONFORMING AMENDMENTS.—
(A) Section 1611(e) of such Act (42 U.S.C.
1382(e)) is amended by striking paragraph (3).
(B) Section 1634 of such Act (42 U.S.C.
1383c) is amended by striking subsection (e).
(5) EFFECTIVE DATES.—
(A) The amendments made by paragraphs
(1) and (4) shall apply with respect to supple-
mental security income benefits under title XVI
of the Social Security Act based on disability for
months beginning after the date of the enactment
of this Act, except that, in the case of individuals
who are eligible for such benefits for the month
in which this Act is enacted, such amendments
shall apply only with respect to such benefits for
months beginning on or after January 1, 1997.
(B) The amendments made by paragraphs
(2) and (3) shall apply with respect to supple-
mental security income benefits under title XVI
of the Social Security Act for which applications
are filed on or after the date of the enactment of
this Act.
(C) If an individual who is eligible for sup-
plemental security income benefits under title
XVI of the Social Security Act for the month in
which this Act is enacted and whose eligibility
for such benefits would terminate by reason of
the 
amendments 
made 
by 
this 
subsection
reapplies for supplemental security income bene-
fits under title XVI of such Act (as amended by
this Act) within 120 days after the date of the
enactment of this Act, the Commissioner of So-
cial Security shall, not later than January 1,
1997, complete the eligibility redetermination
with respect to such individual pursuant to the
procedures of such title.
(D) For purposes of this paragraph, the
phrase ‘‘supplemental security income benefits
under title XVI of the Social Security Act’’ in-
cludes supplementary payments pursuant to an
agreement for Federal administration under sec-
tion 1616(a) of the Social Security Act and pay-
ments pursuant to an agreement entered into
under section 212(b) of Public Law 93–66.
(c) CONFORMING AMENDMENT.—Section 201(c) of the
Social Security Independence and Program Improvements
Act of 1994 (42 U.S.C. 425 note) is repealed.
(d) SUPPLEMENTAL FUNDING FOR ALCOHOL AND SUB-
STANCE ABUSE TREATMENT PROGRAMS.—
(1) IN
GENERAL.—Out of any money in the
Treasury not otherwise appropriated, there are hereby
appropriated to supplement State and Tribal pro-
grams funded under section 1933 of the Public Health
Service Act (42 U.S.C. 300x–33), $100,000,000 for
each of the fiscal years 1997 and 1998.
(2) ADDITIONAL FUNDS.—Amounts appropriated
under paragraph (1) shall be in addition to any
funds otherwise appropriated for allotments under
section 1933 of the Public Health Service Act (42
U.S.C. 300x–33) and shall be allocated pursuant to
such section 1933.
(3) USE OF FUNDS.—A State or Tribal govern-
ment receiving an allotment under this subsection
shall consider as priorities, for purposes of expending
funds allotted under this subsection, activities relating
to the treatment of the abuse of alcohol and other
drugs.
SEC. 8. REVOCATION BY MEMBERS OF THE CLERGY OF EX-
EMPTION 
FROM 
SOCIAL 
SECURITY 
COV-
ERAGE.
(a) IN GENERAL.—Notwithstanding section 1402(e)(4)
of the Internal Revenue Code of 1986, any exemption which
has been received under section 1402(e)(1) of such Code by
a duly ordained, commissioned, or licensed minister of a
church, a member of a religious order, or a Christian
Science practitioner, and which is effective for the taxable
year in which this Act is enacted, may be revoked by filing
an application therefor (in such form and manner, and
with such official, as may be prescribed in regulations made
under chapter 2 of such Code), if such application is filed
no later than the due date of the Federal income tax return
(including any extension thereof) for the applicant’s second
taxable year beginning after December 31, 1995. Any such
revocation shall be effective (for purposes of chapter 2 of
the Internal Revenue Code of 1986 and title II of the Social
Security Act), as specified in the application, either with
respect to the applicant’s first taxable year beginning after
December 31, 1995, or with respect to the applicant’s second
taxable year beginning after such date, and for all succeed-
ing taxable years; and the applicant for any such revoca-
tion may not thereafter again file application for an exemp-
tion under such section 1402(e)(1). If the application is
filed after the due date of the applicant’s Federal income
tax return for a taxable year and is effective with respect
to that taxable year, it shall include or be accompanied by
payment in full of an amount equal to the total of the taxes
that would have been imposed by section 1401 of the Inter-
nal Revenue Code of 1986 with respect to all of the appli-
cant’s income derived in that taxable year which would
have constituted net earnings from self-employment for pur-
poses of chapter 2 of such Code (notwithstanding section
1402(c)(4) or (c)(5) of such Code) except for the exemption
under section 1402(e)(1) of such Code.
(b) EFFECTIVE DATE.—Subsection (a) shall apply
with respect to service performed (to the extent specified in
such subsection) in taxable years beginning after December
31, 1995, and with respect to monthly insurance benefits
payable under title II of the Social Security Act on the basis
of the wages and self-employment income of any individual
for months in or after the calendar year in which such indi-
vidual’s application for revocation (as described in such
subsection) is effective (and lump-sum death payments pay-
able under such title on the basis of such wages and self-
employment income in the case of deaths occurring in or
after such calendar year).
SEC. 9. PILOT STUDY OF EFFICACY OF PROVIDING INDIVID-
UALIZED INFORMATION TO RECIPIENTS OF
OLD-AGE AND SURVIVORS INSURANCE BENE-
FITS.
(a) IN GENERAL.—During a 2-year period beginning
as soon as practicable in 1996, the Commissioner of Social
Security shall conduct a pilot study of the efficacy of pro-
viding certain individualized information to recipients of
monthly insurance benefits under section 202 of the Social
Security Act, designed to promote better understanding of
their contributions and benefits under the social security
system. The study shall involve solely beneficiaries whose
entitlement to such benefits first occurred in or after 1984
and who have remained entitled to such benefits for a con-
tinuous period of not less than 5 years. The number of such
recipients involved in the study shall be of sufficient size
to generate a statistically valid sample for purposes of the
study, but shall not exceed 600,000 beneficiaries.
(b) ANNUALIZED STATEMENTS.—During the course of
the study, the Commissioner shall provide to each of the
beneficiaries involved in the study one annualized state-
ment, setting forth the following information:
(1) an estimate of the aggregate wages and self-
employment income earned by the individual on
whose wages and self-employment income the benefit
is based, as shown on the records of the Commissioner
as of the end of the last calendar year ending prior
to the beneficiary’s first month of entitlement;
(2) an estimate of the aggregate of the employee
and self-employment contributions, and the aggregate
of the employer contributions (separately identified),
made with respect to the wages and self-employment
income on which the benefit is based, as shown on the
records of the Commissioner as of the end of the cal-
endar year preceding the beneficiary’s first month of
entitlement; and
(3) an estimate of the total amount paid as bene-
fits under section 202 of the Social Security Act based
on such wages and self-employment income, as shown
on the records of the Commissioner as of the end of
the last calendar year preceding the issuance of the
statement for which complete information is avail-
able.
(b) INCLUSION WITH MATTER OTHERWISE DISTRIB-
UTED TO BENEFICIARIES.—The Commissioner shall ensure
that reports provided pursuant to this subsection are, to the
maximum extent practicable, included with other reports
currently provided to beneficiaries on an annual basis.
(c) REPORT TO THE CONGRESS.—The Commissioner
shall report to each House of the Congress regarding the
results of the pilot study conducted pursuant to this section
not later than 60 days after the completion of such study.
HR 2684 RH——2
HR 2684 RH——3