rity Act is amended to read as follows: ‘‘SOCIAL SE-
CURITY TRUST FUND’’. 
(2) BOARD OF TRUSTEES.—Section 201(c) of 
such Act, as amended by subsections (b) and (c)(1), 
is further amended— 
(A) in the matter preceding paragraph (1), 
by striking ‘‘Board of Trustees of the Trust 
Funds’’ and inserting ‘‘Board of Trustees of 
the Trust Fund’’; 
(B) in paragraph (1), by striking ‘‘Trust 
Funds’’ and inserting ‘‘Trust Fund’’; 
(C) in paragraph (2)— 
(i) by striking ‘‘Trust Funds’’ and in-
serting ‘‘Trust Fund’’; and 
(ii) by striking ‘‘their’’ and inserting 
‘‘its’’; 
(D) in paragraph (3), by striking ‘‘either 
of the Trust Funds’’ and inserting ‘‘the Trust 
Fund’’; 
(E) in paragraph (5)— 
(i) by striking ‘‘managing the Trust 
Funds’’ and inserting ‘‘managing the 
Trust Fund’’; and 
(ii) by striking ‘‘Trust Funds are’’ 
and inserting ‘‘Trust Fund is’’; 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00081
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(F) in the matter following paragraph (5), 
by striking ‘‘Trust Funds’’ each place it ap-
pears and inserting ‘‘Trust Fund’’; and 
(G) in the second sentence in the matter 
following paragraph (5), by striking ‘‘whether 
the Federal Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability Insur-
ance Trust Fund, individually and collectively, 
are’’ and inserting ‘‘whether the Social Security 
Trust Fund is’’. 
(3) INVESTMENTS.—Section 201 of such Act is 
amended in subsections (d) and (e) by striking 
‘‘Trust Funds’’ each place it appears and inserting 
‘‘Trust Fund’’. 
(4) CREDITING OF INTEREST AND PROCEEDS 
TO TRUST FUNDS.—Section 201(f) of such Act is 
amended— 
(A) by striking ‘‘the Federal Old-Age and 
Survivors Insurance Trust Fund and the Fed-
eral Disability Insurance Trust Fund shall be 
credited to and form a part of the Federal Old- 
Age and Survivors Insurance Trust Fund and 
the Disability Insurance Trust Fund, respec-
tively’’ and inserting ‘‘the Social Security Trust 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00082
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
Fund shall be credited to and form a part of 
the Social Security Trust Fund’’; 
(B) by striking ‘‘either of the Trust 
Funds’’ and inserting ‘‘the Trust Fund’’; and 
(C) by striking ‘‘such Trust Fund’’ and in-
serting ‘‘the Trust Fund’’. 
(5) ADMINISTRATIVE COSTS.—Section 201(g) of 
such Act is amended— 
(A) in paragraph (1)— 
(i) in subparagraph (A), by striking 
‘‘Of the amounts authorized to be made 
available out of the Federal Old-Age and 
Survivors Insurance Trust Fund and the 
Federal Disability Insurance Trust Fund 
under the preceding sentence’’ and all that 
follows through ‘‘(Public Law 103–296).’’; 
and 
(ii) in subparagraph (B)(i)— 
(I) by striking subclauses (II) 
and (III) and inserting the following: 
‘‘(II) the portion of such costs which 
should have been borne by the Social Security 
Trust Fund,’’; and 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00083
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(II) by redesignating subclauses 
(IV) and (V) as subclauses (III) and 
(IV); 
(B) in paragraph (2)— 
(i) by striking ‘‘Trust Funds’’ and in-
serting ‘‘Trust Fund’’; and 
(ii) by striking the last sentence; and 
(C) in paragraph (4), by striking ‘‘Trust 
Funds’’ each place it appears and inserting 
‘‘Trust Fund’’. 
(6) BENEFIT
PAYMENTS.—Section 201(h) of 
such Act is amended to read as follows: 
‘‘(h) All benefit payments required to be made under 
this title shall be made only from the Social Security Trust 
Fund.’’. 
(7) GIFTS.—Section 201(i) of such Act is 
amended— 
(A) in paragraph (1), by striking ‘‘the 
Federal Old-Age and Survivors Insurance Trust 
Fund, the Federal Disability Insurance Trust 
Fund’’ and inserting ‘‘the Social Security Trust 
Fund’’; and 
(B) in paragraph (2)(B), by striking ‘‘the 
Federal Old-Age and Survivors Insurance Trust 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00084
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
Fund’’ and inserting ‘‘the Social Security Trust 
Fund’’. 
(8) TRAVEL EXPENSES.—Section 201(j) of such 
Act is amended by striking ‘‘the Federal Old-Age 
and Survivors Insurance Trust Fund, or the Federal 
Disability Insurance Trust Fund (as determined ap-
propriate by the Commissioner of Social Security)’’ 
and inserting ‘‘the Social Security Trust Fund’’. 
(9) 
DEMONSTRATION
PROJECTS.—Section 
201(k) of such Act is amended by striking ‘‘the Fed-
eral Disability Insurance Trust Fund and the Fed-
eral Old-Age and Survivors Insurance Trust Fund, 
as determined appropriate by the Commissioner of 
Social Security’’ and inserting ‘‘the Social Security 
Trust Fund’’. 
(10) BENEFIT
CHECKS.—Section 201(m) of 
such Act is amended— 
(A) in paragraph (2), by striking ‘‘each of 
the Trust Funds’’ and inserting ‘‘the Social Se-
curity Trust Fund’’; 
(B) in paragraph (3), by striking ‘‘one of 
the Trust Funds’’ and inserting ‘‘the Trust 
Fund’’; and 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00085
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(C) by striking ‘‘such Trust Fund’’ each 
place it appears and inserting ‘‘the Trust 
Fund’’. 
(11) CONFORMING REPEALS.— 
(A) IN
GENERAL.—Section 201 of such 
Act is amended by striking subsections (b), (l), 
and (n). 
(B) REDESIGNATIONS.—Section 201 of 
such Act is further amended— 
(i) by redesignating subsections (c) 
through (j) as subsections (b) through (i), 
respectively; 
(ii) by redesignating subsection (k) as 
subsection (j); and 
(iii) by redesignating subsection (m) 
as subsection (k). 
(C) REFERENCES TO REDESIGNATED SEC-
TIONS.— 
(i) Section 201(a) of such Act, as 
amended by subsection (a) of this section, 
is further amended— 
(I) 
by 
striking 
‘‘subsection 
(i)(1)’’ 
and 
inserting 
‘‘subsection 
(h)(1)’’; and 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00086
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(II) by striking ‘‘subsection (d)’’ 
and inserting ‘‘subsection (c)’’. 
(ii) Section 1131(b)(1) of such Act is 
amended by striking ‘‘section 201(g)(1)’’ 
and inserting ‘‘section 201(f)(1)’’. 
(e) OTHER CONFORMING AMENDMENTS TO SOCIAL 
SECURITY ACT.— 
(1) TITLE II.—Title II of the Social Security 
Act (42 U.S.C. 401 et seq.) is amended— 
(A) in section 202(x)(3)(B)(iii), by striking 
‘‘the Federal Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability Insur-
ance Trust Fund, as appropriate,’’ and insert-
ing ‘‘the Social Security Trust Fund’’; 
(B) in section 206(d)(5), by striking ‘‘the 
Federal Old-Age and Survivors Insurance Trust 
Fund and the Federal Disability Insurance 
Trust Fund, as appropriate’’ and inserting ‘‘the 
Social Security Trust Fund’’; 
(C) in section 206(e)(3)(B), by striking 
‘‘the Federal Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability Insur-
ance Trust Fund’’ and inserting ‘‘the Social Se-
curity Trust Fund’’; 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00087
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(D) in section 208(b)(5)(A), by striking 
‘‘the Federal Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability Insur-
ance Trust Fund, as appropriate’’ and inserting 
‘‘the Social Security Trust Fund’’; 
(E) in section 215(i)(1)(F)— 
(i) in clause (i)— 
(I) by striking ‘‘the combined 
balance in the Federal Old-Age and 
Survivors Insurance Trust Fund and 
the 
Federal 
Disability 
Insurance 
Trust Fund’’ and inserting ‘‘the bal-
ance in the Social Security Trust 
Fund’’; and 
(II) by striking ‘‘and reduced by 
the outstanding amount of any loan 
(including interest thereon) thereto-
fore made to either such Fund from 
the Federal Hospital Insurance Trust 
Fund under section 201(l)’’; and 
(ii) in clause (ii)— 
(I) by striking ‘‘the Federal Old- 
Age and Survivors Insurance Trust 
Fund and the Federal Disability In-
surance Trust Fund’’ and inserting 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00088
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
‘‘the Social Security Trust Fund’’; 
and 
(II) by striking ‘‘(other than pay-
ments’’ and all that follows through 
‘‘and reducing’’ and inserting ‘‘, but 
reducing’’; 
(F) in section 221(e)— 
(i) by striking ‘‘Trust Funds’’ each 
place it appears and inserting ‘‘Trust 
Fund’’; and 
(ii) by striking the last sentence; 
(G) in section 221(f), by striking ‘‘Trust 
Funds’’ and inserting ‘‘Trust Fund’’; 
(H) in section 222(d)— 
(i) in the section heading, by striking 
‘‘TRUST FUNDS’’ and inserting ‘‘TRUST 
FUND’’; 
(ii) in paragraph (1), by striking ‘‘to 
the end that savings will accrue to the 
Trust Funds as a result of rehabilitating 
such individuals, there are authorized to be 
transferred from the Federal Old-Age and 
Survivors Insurance Trust Fund and the 
Federal Disability Insurance Trust Fund’’ 
and inserting ‘‘to the end that savings will 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00089
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
accrue to the Trust Fund as a result of re-
habilitating such individuals, there are au-
thorized to be transferred from the Social 
Security Trust Fund’’; and 
(iii) by amending paragraph (4) to 
read as follows: 
‘‘(4) The Commissioner of Social Security shall deter-
mine according to such methods and procedures as the 
Commissioner may deem appropriate the total amount to 
be reimbursed for the cost of services under this sub-
section.’’; 
(I) in section 228(g)— 
(i) in the section heading, by striking 
‘‘FEDERAL OLD-AGE AND SURVIVORS IN-
SURANCE
TRUST
FUND’’ and inserting 
‘‘SOCIAL SECURITY TRUST FUND’’; and 
(ii) in the matter preceding paragraph 
(1), by striking ‘‘Federal Old-Age and Sur-
vivors Insurance Trust Fund’’ and insert-
ing ‘‘Social Security Trust Fund’’; 
(J) in section 231(c), by striking ‘‘Trust 
Funds’’ each place it appears and inserting 
‘‘Trust Fund’’; and 
(K) in section 234(a)(1), by striking 
‘‘Trust Funds’’ and inserting ‘‘Trust Fund’’. 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00090
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(2) TITLE VII.—Title VII of the Social Security 
Act (42 U.S.C. 901 et seq.) is amended— 
(A) in section 703(j), by striking ‘‘Federal 
Disability Insurance Trust Fund, the Federal 
Old-Age and Survivors Insurance Trust Fund,’’ 
and inserting ‘‘Social Security Trust Fund’’; 
(B) in section 708(c), by striking ‘‘the 
‘OASDI trust fund ratio’ under section 201(l),’’ 
after ‘‘computing’’; 
(C) in section 709— 
(i) in subsection (a), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability In-
surance Trust Fund’’ and inserting ‘‘Social 
Security Trust Fund’’; and 
(ii) in subsection (b)— 
(I) in paragraph (1), by striking 
‘‘section 201(l) or’’; and 
(II) in paragraph (2), by striking 
‘‘Federal Old-Age and Survivors In-
surance Trust Fund and the Federal 
Disability Insurance Trust Fund’’ and 
inserting 
‘‘Social 
Security 
Trust 
Fund’’; and 
(D) in section 710— 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00091
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(i) in subsection (a), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance 
Trust Fund and the Federal Disability In-
surance Trust Fund’’ and inserting ‘‘Social 
Security Trust Fund’’; and 
(ii) in subsection (b)— 
(I) by striking ‘‘any Trust Fund 
specified in subsection (a)’’ and in-
serting ‘‘the Social Security Trust 
Fund’’; and 
(II) by striking ‘‘payments from 
any such Trust Fund’’ and inserting 
‘‘payments from the Social Security 
Trust Fund’’. 
(3) TITLE XI.—Title XI of the Social Security 
Act (42 U.S.C. 1301 et seq.) is amended— 
(A) in section 1106(b), by striking ‘‘the 
Federal Old-Age and Survivors Insurance Trust 
Fund, the Federal Disability Insurance Trust 
Fund’’ and inserting ‘‘the Social Security Trust 
Fund’’; 
(B) in section 1129(e)(2)(A), by striking 
‘‘the Federal Old-Age and Survivors Insurance 
Trust Fund or the Federal Disability Insurance 
Trust Fund, as determined appropriate by the 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00092
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
Secretary’’ and inserting ‘‘the Social Security 
Trust Fund’’; 
(C) in sections 1131(b)(2) and 1140(c)(2), 
by striking ‘‘the Federal Old-Age and Survivors 
Insurance Trust Fund’’ and inserting ‘‘the So-
cial Security Trust Fund’’; 
(D) in section 1145(c)— 
(i) by striking paragraphs (1) and (2) 
and inserting the following: 
‘‘(1) the Social Security Trust Fund;’’; and 
(ii) by redesignating paragraphs (3) 
and (4) as paragraphs (2) and (3), respec-
tively; and 
(E) in section 1148(j)(1)(A)— 
(i) in the first sentence, by striking 
‘‘the Federal Old-Age and Survivors Insur-
ance Trust Fund and the Federal Dis-
ability Insurance Trust Fund’’ and insert-
ing ‘‘the Social Security Trust Fund’’; and 
(ii) by striking the second sentence. 
(4) TITLE XVIII.—Title XVIII of the Social Se-
curity Act (42 U.S.C. 1395) is amended— 
(A) in section 1817(g), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance Trust 
Fund and from the Federal Disability Insur-
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00093
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
ance Trust Fund’’ and inserting ‘‘Social Secu-
rity Trust Fund’’; 
(B) in section 1840(a)(2), by striking 
‘‘Federal Old-Age and Survivors Insurance 
Trust Fund or the Federal Disability Insurance 
Trust Fund’’ and inserting ‘‘Social Security 
Trust Fund’’; and 
(C) in section 1841(f), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance Trust 
Fund and from the Federal Disability Insur-
ance Trust Fund’’ and inserting ‘‘Social Secu-
rity Trust Fund’’. 
(f) CONFORMING AMENDMENTS OUTSIDE OF SOCIAL 
SECURITY ACT.— 
(1) BUDGET.— 
(A) OFF-BUDGET
EXEMPTION.—Section 
405(a) of the Congressional Budget Act of 
1974 (2 U.S.C. 655(a)) is amended by striking 
‘‘Federal Old-Age and Survivors Insurance and 
Federal Disability Insurance Trust Funds’’ and 
inserting ‘‘Social Security Trust Fund’’. 
(B) SEQUESTRATION
EXEMPTION.—Sec-
tion 255(g)(1)(A) of the Balanced Budget and 
Emergency Deficit Control Act of 1985 (2 
U.S.C. 905(g)(1)(A)) is amended by striking 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00094
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
‘‘Payments to Social Security Trust Funds’’ 
and inserting ‘‘Payments to the Social Security 
Trust Fund’’. 
(2) TAX.— 
(A) TAXABLE WAGES.—Section 3121(l)(4) 
of the Internal Revenue Code of 1986 is 
amended by striking ‘‘Federal Old-Age and 
Survivors Insurance Trust Fund and the Fed-
eral Disability Insurance Trust Fund’’ and in-
serting ‘‘Social Security Trust Fund’’. 
(B) OVERPAYMENTS.— 
(i) Section 6402(d)(3)(C) of the Inter-
nal Revenue Code of 1986 is amended by 
striking ‘‘Federal Old-Age and Survivors 
Insurance Trust Fund or the Federal Dis-
ability Insurance Trust Fund, whichever is 
certified to the Secretary as appropriate by 
the Commissioner of Social Security’’ and 
inserting ‘‘Social Security Trust Fund’’. 
(ii) Subsection (f)(2)(B) of section 
3720A of title 31, United States Code, is 
amended by striking ‘‘Federal Old-Age and 
Survivors Insurance Trust Fund or the 
Federal Disability Insurance Trust Fund, 
whichever is certified to the Secretary of 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00095
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
the Treasury as appropriate by the Com-
missioner of Social Security’’ and inserting 
‘‘Social Security Trust Fund’’. 
(3) FALSE
CLAIMS
PENALTIES.—Subsection 
(g)(2) of section 3806 of title 31, United States 
Code, is amended— 
(A) in subparagraph (B)— 
(i) by striking ‘‘Secretary of Health 
and Human Services’’ and inserting ‘‘Com-
missioner of Social Security’’; and 
(ii) by striking ‘‘Federal Old-Age and 
Survivors Insurance Trust Fund’’ and in-
serting ‘‘Social Security Trust Fund’’; and 
(B) in subparagraph (C)— 
(i) by striking ‘‘Secretary of Health 
and Human Services’’ and inserting ‘‘Com-
missioner of Social Security’’; and 
(ii) by striking ‘‘Federal Disability In-
surance Trust Fund’’ and inserting ‘‘Social 
Security Trust Fund’’. 
(4) RAILROAD RETIREMENT BOARD.—Section 7 
of the Railroad Retirement Act of 1974 (45 U.S.C. 
231f) is amended— 
(A) in subsection (b)(2), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance Trust 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00096
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
Fund and the Federal Disability Insurance 
Trust Fund’’ and inserting ‘‘Social Security 
Trust Fund’’; 
(B) in subsection (c)(2)— 
(i) by striking ‘‘Secretary of Health, 
Education, and Welfare’’ each time it ap-
pears and inserting ‘‘Commissioner of So-
cial Security’’; and 
(ii) by striking ‘‘Federal Old-Age and 
Survivors Insurance Trust Fund, the Fed-
eral Disability Insurance Trust Fund,’’ 
each time it appears and inserting ‘‘Social 
Security Trust Fund’’; and 
(C) in subsection (c)(4), by striking ‘‘Fed-
eral Old-Age and Survivors Insurance Trust 
Fund, the Federal Disability Insurance Trust 
Fund,’’ and inserting ‘‘Social Security Trust 
Fund’’. 
(g) RULE OF CONSTRUCTION.—Effective beginning 
on January 1, 2025, any reference in law (other than sec-
tion 201(a) of the Social Security Act) to the ‘‘Federal 
Old-Age and Survivors Insurance Trust Fund’’ or the 
‘‘Federal Disability Insurance Trust Fund’’ is deemed to 
be a reference to the Social Security Trust Fund. 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00097
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(h) EFFECTIVE DATE.—The amendments made by 
this section shall take effect on January 1, 2025. 
TITLE III—STRENGTHENING 
SERVICE DELIVERY 
SEC. 301. CLARIFYING THE REQUIREMENT TO MAIL SOCIAL 
SECURITY ACCOUNT STATEMENTS. 
(a) IN GENERAL.—Section 1143 of the Social Secu-
rity Act (42 U.S.C. 1320b–13) is amended— 
(1) in subsection (a)(1), by adding at the end 
the following: ‘‘Such statement shall be provided by 
mail unless the requesting individual chooses elec-
tronic delivery for that request.’’; and 
(2) in subsection (c)(2)— 
(A) by striking ‘‘Beginning not later than’’ 
and inserting ‘‘(A) Beginning not later than’’; 
(B) by inserting ‘‘by mail’’ after ‘‘provide’’; 
and 
(C) by adding at the end the following: 
‘‘(B) In any case in which an eligible individual de-
scribed in subparagraph (A) responds to an annual inquiry 
by the Commissioner relating to the mailing of the individ-
ual’s statement by making an election that such statement 
for such year be provided in electronic form only, the re-
quirements of this paragraph shall be deemed to be satis-
fied for such year with respect to the individual.’’. 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00098
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
(b) EFFECTIVE DATE.—The amendments made by 
subsection (a) shall apply with respect to Social Security 
account statements required to be provided on or after 
January 1, 2025. 
SEC. 302. PREVENTING CLOSURE OF FIELD AND HEARING 
OFFICES AND RESIDENT OR RURAL CONTACT 
STATIONS. 
(a) MORATORIUM ON CLOSURE OR CONSOLIDATION 
OF FIELD OR HEARING OFFICES OR NEW LIMITATIONS 
ON ACCESS TO SUCH OFFICES.— 
(1) IN GENERAL.—Except as provided in para-
graphs (2) and (3), the Commissioner of Social Se-
curity shall take no action on or after the date of 
enactment of this Act to close or consolidate field or 
hearing offices of the Social Security Administration 
or to otherwise impose any new limitation on access 
to such offices. 
(2) EXCEPTION FOR EMERGENCY CLOSURES.— 
Paragraph (1) shall not apply with respect to any 
temporary action by the Commissioner to close or 
otherwise limit access to field or hearing offices in 
response to an emergency. 
(3) CESSATION OF MORATORIUM UPON REPORT 
TO CONGRESS.—Paragraph (1) shall cease to be ef-
fective 180 days after the Commissioner submits to 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00099
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
100 
the Committee on Ways and Means of the House of 
Representatives and the Committee on Finance of 
the Senate a detailed report outlining and justifying 
the process for selecting field or hearing offices to be 
closed or consolidated or otherwise to have limited 
access. Such report shall include— 
(A) an analysis of the criteria used for se-
lecting field or hearing offices for closure, con-
solidation, or limited access; 
(B) a description of how the Commissioner 
has analyzed and considered relevant factors, 
including but not limited to transportation and 
communication burdens faced by individuals 
serviced by the offices, including elderly and 
disabled citizens; and 
(C) a description of any method of cost- 
benefit analysis applied by the Commissioner in 
connection with closures and consolidations of 
field or hearing offices, and other limitations on 
access to field or hearing offices, including any 
analysis that takes into account— 
(i) the anticipated savings resulting 
from the closure, consolidation, or limita-
tion on access; 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00100
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
101 
(ii) the anticipated costs associated 
with replacing services lost by the closure, 
consolidation, or limitation on access; 
(iii) the anticipated effects on employ-
ees of the offices affected; 
(iv) how the loss of access resulting 
from the closure, consolidation, or limita-
tion on access will be replaced by the es-
tablishment of a new field or hearing of-
fice, increased access at a different office, 
or some other means, and the factors con-
sidered by the Commissioner in deter-
mining how to replace such lost access; 
and 
(v) such other relevant factors as may 
be determined by the Commissioner, in-
cluding but not limited to transportation 
and communication burdens faced by indi-
viduals serviced by the offices, including el-
derly and disabled citizens. 
(b) REQUIREMENTS FOR FUTURE CLOSURES, CON-
SOLIDATIONS, AND NEW LIMITATIONS ON ACCESS.— 
(1) IN GENERAL.—Section 704 of the Social 
Security Act (42 U.S.C. 904) is amended by adding 
at the end the following new subsection: 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00101
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
102 
‘‘Field and Hearing Offices 
‘‘(f)(1) Subject to paragraph (6), the Commissioner 
may not close a field or hearing office of the Administra-
tion, consolidate two or more such offices, or otherwise 
impose any new limitation on public access to any such 
office, unless the Commissioner complies with the require-
ments of paragraphs (2), (3), (4), and (5) in connection 
with the closure, consolidation, or limitation on public ac-
cess. 
‘‘(2)(A) The requirements of this paragraph are met 
in connection with a closure, consolidation, or new limita-
tion on access referred to in paragraph (1) only if— 
‘‘(i) not later than 120 days before the date of 
the closure, consolidation, or limitation on access, 
the Commissioner provides effective public notice of 
the proposed closure, consolidation, or limitation on 
access (including, to the extent practicable, notice by 
direct mailing and through community outlets such 
as newspapers and posting in heavily frequented 
public spaces) to individuals residing in the area 
serviced by the affected office or offices; 
‘‘(ii) the public notice issued pursuant to clause 
(i) includes information on— 
‘‘(I) how the Commissioner will, not later 
than 30 days after the date of the closure, con-
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00102
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
103 
solidation, or limitation on access, replace the 
loss in access resulting from the closure, con-
solidation, or limitation on access by estab-
lishing a new office, increasing public access to 
a different office, or some other means; and 
‘‘(II) how to contact the Administration if 
an individual experiences service delays or prob-
lems as a result of the closure, consolidation, or 
limitation on access; and 
‘‘(iii) not earlier than 30 days after the 
issuance of public notice pursuant to clause (i) and 
not later than 45 days before the date of the pro-
posed closure, consolidation, or limitation on access, 
the Commissioner conducts at least 2 public hear-
ings (scheduled so that the first and last such hear-
ings are separated by at least 10 days), at which the 
Commissioner presents the justifications for the clo-
sure, consolidation, or limitation on access described 
in subparagraph (B) and provides for attendees an 
opportunity to present their views regarding the pro-
posed closure, consolidation, or limitation on access. 
‘‘(B) The justifications referred to in subparagraph 
(A)(iii) shall consist of the following: 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00103
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
104 
‘‘(i) an analysis of the criteria used for selecting 
the field or hearing office or offices for closure, con-
solidation, or limited access; 
‘‘(ii) a description of how the Commissioner has 
analyzed and considered relevant factors, including 
but not limited to transportation and communication 
burdens faced by individuals serviced by the offices, 
including elderly and disabled citizens; and 
‘‘(iii) a description of a method of cost-benefit 
analysis which shall be applied by the Commissioner 
in connection with the closure, consolidation, or limi-
tation on access, and which shall take into ac-
count— 
‘‘(I) the anticipated savings resulting from 
the closure, consolidation, or limitation on ac-
cess; 
‘‘(II) the anticipated costs associated with 
replacing services lost by the closure, consolida-
tion, or limitation on access; 
‘‘(III) the anticipated effects on employees 
of the offices affected; and 
‘‘(IV) such other relevant factors as may 
be determined by the Commissioner, including 
but not limited to transportation and commu-
nication burdens faced by individuals serviced 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00104
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
105 
by the offices, including elderly and disabled 
citizens. 
‘‘(C) The notice provided pursuant to subparagraph 
(A)(i) shall include notice of the time and place of the 
public hearings to be conducted pursuant to clause (A)(iii) 
and of the right of aggrieved individuals to appeal to the 
Commissioner regarding the proposed closure, consolida-
tion, or limitation on access pursuant to paragraph (4). 
‘‘(3) The requirements of this paragraph are met in 
connection with a closure, consolidation, or limitation on 
access referred to in paragraph (1) only if, not later than 
30 days before the date of the proposed closure, consolida-
tion, or limitation on access, the Commissioner submits 
to the Committee on Ways and Means of the House of 
Representatives, the Committee on Finance of the Senate, 
and each Member of the Congress representing a State 
or congressional district in which the affected office or of-
fices are located a detailed final report in support of the 
closure, consolidation, or limitation on access. Such report 
shall include— 
‘‘(A) the justifications described in paragraph 
(2)(B), (including any amendments made to such 
justifications after the public hearings conducted 
pursuant to paragraph (2)(A)); 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00105
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
106 
‘‘(B) any findings made by the Commissioner 
pursuant to the public hearings; 
‘‘(C) the status of any appeals regarding the 
closure, consolidation, or new limitation on access 
which were commenced pursuant to paragraph (4) 
before the date of the report; 
‘‘(D) the final decision of the Commissioner re-
garding the closure, consolidation, or new limitation 
on access; and 
‘‘(E) such other information as the Commis-
sioner considers relevant. 
‘‘(4)(A) Upon timely request by any individual who 
makes a showing in writing described in subparagraph (B) 
in connection with a proposed closure, consolidation, or 
limitation on access referred to in subparagraph (A), the 
Commissioner shall give such individual an opportunity for 
a hearing with respect to the closure, consolidation, or lim-
itation on access. The request for the hearing shall be con-
sidered timely only if it is made not later than 30 days 
before the proposed date of the closure, consolidation, or 
limitation on access. The Commissioner shall submit to 
the Committee on Ways and Means of the House of Rep-
resentatives, the Committee on Finance of the Senate, and 
each Member of the Congress representing a State or con-
gressional district in which the affected office or offices 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00106
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
107 
are located the Commissioner’s findings based on the 
hearing and a description of any action taken or to be 
taken by the Commissioner on the basis of such findings. 
‘‘(B) A showing described in subparagraph (A) shall 
consist of a showing that— 
‘‘(i) the determination of the Commissioner to 
close a field or hearing office, consolidate field or 
hearing offices, or impose a new limitation on access 
to a field or hearing office is arbitrary, capricious, 
an abuse of discretion, not in accordance with law, 
or not based on substantial evidence; or 
‘‘(ii) the Commissioner has failed to observe 
procedures required by law in connection with the 
closure, consolidation, or new limitation on access. 
‘‘(5) The requirement of this paragraph is met in 
connection with a closure, consolidation, or limitation on 
access referred to in paragraph (1) only if such closure, 
consolidation, or limitation on access will not result in the 
total number of field or hearing offices of the Administra-
tion falling below the total number of such offices that 
were in operation on September 30, 2022. 
‘‘(6) Paragraph (1) shall not apply with respect to 
any temporary action by the Commissioner to close or oth-
erwise limit access to field or hearing offices in response 
to an emergency.’’. 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00107
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
108 
(2) EFFECTIVE DATE.—The amendment made 
by paragraph (1) of this subsection shall apply with 
respect to closures and consolidations of field or 
hearing offices and impositions of new limitations on 
access to such offices occurring after the cessation 
of the moratorium under subsection (a) of this sec-
tion. 
SEC. 303. ENSURING ACCESS TO PROFESSIONAL REP-
RESENTATION. 
(a) IN GENERAL.—Section 206(a)(2)(A) of the Social 
Security Act (42 U.S.C. 406(a)(2)(A)) is amended by 
striking ‘‘The Commissioner of Social Security shall’’ and 
all that follows through the end and inserting the fol-
lowing: ‘‘Notwithstanding the previous sentence, in the 
case of an agreement described in this subparagraph en-
tered into on or after the date of enactment of the Social 
Security 2100 Act, there shall be substituted for the dollar 
amount specified in clause (ii)(II) an amount equal to such 
dollar amount (as increased pursuant to the previous sen-
tence) in effect for the calendar year preceding such cal-
endar year or, if larger, the product (rounded to the near-
est dollar) of $4,000 and the ratio of the national average 
wage index (as defined in section 209(k)(1)) for the sec-
ond calendar year preceding such calendar year to the na-
tional average wage index (as so defined) for 1989. Not 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00108
Fmt 6652
Sfmt 6201
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS
109 
later than November 1 of each calendar year after 2022, 
the Commissioner of Social Security shall publish in the 
Federal Register the dollar amount applicable to agree-
ments entered into in the succeeding calendar year.’’. 
(b) CONFORMING AMENDMENT.—Section 209(k)(1) 
of such Act (42 U.S.C. 409(k)(1)), as amended by sections 
103(c) and 106(b), is further amended by inserting 
‘‘206(a)(2)(A),’’ after ‘‘203(f)(8)(B)(ii),’’. 
(c) PUBLICATION
OF TRANSITION AMOUNT.—The 
Commissioner of Social Security shall publish in the Fed-
eral Register the dollar amount applicable to agreements 
entered into during the portion of 2023 occurring on or 
after the date of enactment of this Act not later than 3 
months after such date of enactment. 
(d) EFFECTIVE DATE.—The amendments made by 
this section shall apply with respect to agreements entered 
into on or after the date of enactment of this Act. 
Æ 
VerDate Sep 11 2014 
05:51 Aug 04, 2023
Jkt 039200
PO 00000
Frm 00109
Fmt 6652
Sfmt 6301
E:\BILLS\H4583.IH
H4583
kjohnson on DSK79L0C42PROD with BILLS