I 
114TH CONGRESS 
2D SESSION 
H. R. 5747 
To amend title II of the Social Security Act to improve solvency and stability 
for future generations. 
IN THE HOUSE OF REPRESENTATIVES 
JULY 13, 2016 
Mr. RIBBLE (for himself, Mr. COOPER, Mr. RIGELL, Mrs. LUMMIS, Mr. 
ROKITA, and Mr. BENISHEK) introduced the following bill; which was re-
ferred to the Committee on Ways and Means, and in addition to the 
Committees on Rules, and the Budget, for a period to be subsequently 
determined by the Speaker, in each case for consideration of such provi-
sions as fall within the jurisdiction of the committee concerned 
A BILL 
To amend title II of the Social Security Act to improve 
solvency and stability for future generations. 
Be it enacted by the Senate and House of Representa-
tives of the United States of America in Congress assembled, 
SECTION 1. SHORT TITLE. 
This Act may be cited as the ‘‘S.O.S. Act of 2016’’. 
SEC. 2. INCREASE IN CONTRIBUTION AND BENEFIT BASE. 
(a) IN GENERAL.—Section 230 of the Social Security 
Act (42 U.S.C. 430) is amended— 
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(1) in subsection (a), by striking ‘‘subsection 
(b) or (c)’’ and inserting ‘‘this section’’; 
(2) in subsection (b), by inserting ‘‘with respect 
to remuneration paid (and taxable years beginning) 
in each calendar year before 2017’’ before ‘‘shall 
(subject to subsection (c))’’; 
(3) by redesignating subsection (d) as sub-
section (f); and 
(4) by inserting after subsection (c) the fol-
lowing: 
‘‘(d)(1) The amount of such contribution and benefit 
base with respect to remuneration paid (and taxable years 
beginning) in each calendar year after 2016 shall (subject 
to subsection (e)) be determined by the Commissioner 
(using projections made in advance of such year by the 
Chief Actuary of the Social Security Administration based 
on the most recent annual report of the Board of Trust-
ees) such that the percentage of the total earnings for all 
workers that are taxable under sections 1401 or 3101 of 
the Internal Revenue Code of 1986 is equal to 90 percent 
for each such calendar year. 
‘‘(2) In making the determination under paragraph 
(1), the Commissioner may enter into agreements with the 
Secretary of Labor and the Commissioner of Internal Rev-
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enue to share any information necessary to carry out such 
paragraph. 
‘‘(e) For purposes of this section, and for purposes 
of determining wages and self-employment income under 
sections 209, 211, 213, and 215 of this Act and sections 
1402, 3121, 3122, 3125, 6413, and 6654 of the Internal 
Revenue Code of 1986, the ‘contribution and benefit base’ 
with respect to remuneration paid (and taxable years be-
ginning)— 
‘‘(1) in 2017 shall be $156,550; 
‘‘(2) in 2018 shall be $194,600; 
‘‘(3) in 2019 shall be $232,650; 
‘‘(4) in 2020 shall be $270,700; and 
‘‘(5) in 2021 shall be $308,750. 
For purposes of determining under subsection (b) the 
‘contribution and benefit base’ with respect to remunera-
tion paid (and taxable years beginning) in 2022 and sub-
sequent years, the dollar amounts specified in the pre-
ceding sentence shall be considered to have resulted from 
the application of such subsection (b) and to be the 
amount determined (with respect to the years involved) 
under that subsection.’’. 
(b) EFFECTIVE DATE.—The amendments made by 
subsection (a) shall apply to determinations made with re-
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spect to the contribution and benefit base for calendar 
years after 2016. 
SEC. 3. MODIFICATION OF PRIMARY INSURANCE AMOUNT 
FORMULA; INCLUSION OF SURPLUS EARN-
INGS. 
(a) INCLUSION
OF SURPLUS AVERAGE INDEXED 
MONTHLY EARNINGS IN DETERMINATION OF PRIMARY 
INSURANCE AMOUNTS.— 
(1) IN GENERAL.—Section 215(a)(1)(A) of the 
Social Security Act (42 U.S.C. 415(a)(1)(A)) is 
amended— 
(A) in clauses (i), (ii), and (iii), by insert-
ing ‘‘basic’’ before ‘‘average indexed monthly 
earnings’’ each place it appears; 
(B) in clause (ii), by striking ‘‘and’’ at the 
end; 
(C) in clause (iii), by inserting ‘‘and’’ at 
the end; and 
(D) by inserting after clause (iii) the fol-
lowing: 
‘‘(iv) 2.5 percent of the individual’s surplus av-
erage indexed monthly earnings.’’. 
(b) BASIC AIME AND SURPLUS AIME.— 
(1) BASIC
AIME.—Section 215(b)(1) of such 
Act (42 U.S.C. 415(b)(1)) is amended— 
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benefit computation years (determined under para-
graph (2)), by 
‘‘(II) the number of months in those years. 
‘‘(ii) For purposes of clause (i) and paragraph (3)(B), 
an individual’s surplus earnings for a benefit computation 
year are the total of such individual’s wages paid in and 
self-employment income credited to such benefit computa-
tion year, to the extent such total (before adjustment 
under paragraph (3)(B))— 
‘‘(I) exceeds the amount established for pur-
poses of subparagraph (A)(i) by paragraph (4), and 
‘‘(II) does not exceed the contribution and ben-
efit base for such year.’’. 
(B) 
CONFORMING
AMENDMENT.—The 
heading for section 215(b) of such Act is 
amended by striking ‘‘Average Indexed Monthly 
Earnings’’ and inserting ‘‘Basic Average In-
dexed Monthly Earnings; Surplus Average In-
dexed Monthly Earnings’’. 
(3) ADJUSTMENT OF SURPLUS EARNINGS FOR 
PURPOSES OF DETERMINING SURPLUS AIME.—Sec-
tion 215(b)(3) of such Act (42 U.S.C. 415(b)(3)) is 
amended— 
(A) in subparagraph (A), by striking ‘‘sub-
paragraph (B)’’ and inserting ‘‘subparagraph 
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(C)’’ and by inserting ‘‘and determination of 
basic average indexed monthly income’’ after 
‘‘paragraph (2)’’; 
(B) by redesignating subparagraph (B) as 
subparagraph (C); and 
(C) by inserting after subparagraph (A) 
the following new subparagraph: 
‘‘(B) For purposes of determining under paragraph 
(1)(B) an individual’s surplus average indexed monthly 
earnings, the individual’s surplus earnings (described in 
paragraph (2)(B)(ii)) for a benefit computation year shall 
be deemed to be equal to the product of— 
‘‘(i) the individual’s surplus earnings for such 
year (as determined without regard to this subpara-
graph), and 
‘‘(ii) the quotient described in subparagraph 
(A)(ii).’’. 
(4) WAGE
INDEXING
IN
DETERMINATION
OF 
SURPLUS EARNINGS.—Section 215(b) of such Act 
(42 U.S.C. 415(b)) is amended— 
(A) by redesignating paragraph (4) as 
paragraph (5); and 
(B) by inserting after paragraph (3) the 
following: 
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‘‘(4) The amount established for purposes of para-
graph (1)(A)(i) shall be— 
‘‘(A) for individuals who initially become eligible 
for old-age or disability insurance benefits, or who 
die (before becoming so eligible), in calendar year 
2017, $118,500, and 
‘‘(B) for individuals who initially become eligi-
ble for old-age or disability insurance benefits, or 
who die (before becoming so eligible), in any cal-
endar year after 2017, the product of $118,500 and 
the quotient obtained by dividing— 
‘‘(i) the national average wage index (as 
defined in section 209(k)(1)) for the second cal-
endar year preceding the calendar year for 
which the determination is made, by 
‘‘(ii) the national average wage index (as 
so defined) for 2015.’’. 
(c) REDUCTION OF THIRD BEND POINT FACTOR.— 
(1) IN GENERAL.—Section 215(a)(1)(A)(iii) of 
the Social Security Act (42 U.S.C. 415(a)(1)(A)(iii)) 
is amended by striking ‘‘15 percent’’ and inserting 
‘‘5 percent’’. 
(2) EFFECTIVE
DATE; APPLICATION
RULE.— 
The amendment made by paragraph (1) shall apply 
with respect to computations or recomputations of 
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primary insurance amounts made on or after Janu-
ary 1, 2017, except that section 215(a)(1)(A)(iii) of 
the Social Security Act shall be applied by making 
the following substitutions for ‘‘5 percent’’ for com-
putations and recomputations made in the following 
calendar years: 
(A) for calendar year 2017, by substituting 
‘‘13 percent’’; 
(B) for calendar year 2018, by substituting 
‘‘11 percent’’; 
(C) for calendar year 2019, by substituting 
‘‘9 percent’’; and 
(D) for calendar year 2020, by sub-
stituting ‘‘7 percent’’. 
(d) EFFECTIVE DATE.—The amendments made by 
this section shall apply with respect to individuals who ini-
tially become eligible for old-age or disability insurance 
benefits under title II of the Social Security Act, or who 
die (before becoming eligible for such benefits), in any cal-
endar year after 2016. 
SEC. 4. INCREASE IN RETIREMENT AGE. 
(a) IN GENERAL.—Section 216(l) of the Social Secu-
rity Act (42 U.S.C. 416(l)) is amended— 
(1) in paragraph (1)— 
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(A) in subparagraph (D), by striking 
‘‘and’’ at the end; 
(B) in subparagraph (E), by striking ‘‘, 67 
years of age.’’ and inserting ‘‘and before Janu-
ary 1, 2023, 67 years of age;’’; and 
(C) by adding at the end the following: 
‘‘(F) with respect to an individual who attains 
early retirement age after December 31, 2022, and 
before January 1, 2035, 67 years of age plus the 
number of months in the age increase factor (as de-
termined under paragraph (3)) for the calendar year 
in which such individual attains early retirement 
age; 
‘‘(G) with respect to an individual who attains 
early retirement age in any calendar year after 
2034, the longevity indexed retirement age applica-
ble for individuals who attain early retirement age in 
such calendar year (as determined under paragraph 
(4)).’’; and 
(2) in paragraph (3)— 
(A) by striking ‘‘subparagraph (B) or (D)’’ 
and inserting ‘‘subparagraph (B), (D), or (F)’’; 
and 
(B) by adding at the end the following: 
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‘‘(C) With respect to an individual who attains 
early retirement age in the 12-year period consisting 
of the calendar years 2023 through 2034, the age 
increase factor shall be equal to two-twelfths of the 
number of months in the period beginning with Jan-
uary 2023 and ending with December of the year in 
which the individual attains early retirement age.’’; 
(3) by adding at the end the following: 
‘‘(4)(A) The longevity indexed retirement age 
applicable for individuals who attain early retirement 
age in a calendar year after 2034 is— 
‘‘(i) in the case of calendar years 2035 
through 2044, 69 years of age plus one twenty- 
fourth of the number of months in the period 
beginning with January 2035 and ending with 
December of the year in which the individual 
attains early retirement age, rounded down to 
the nearest month; and 
‘‘(ii) in the case of a calendar year after 
2044, the appropriate number of years of age 
(including any fraction rounded to the nearest 
month) determined by the Commissioner such 
that the ratio of— 
‘‘(I) the number of months by which 
the average number of years (including any 
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fraction rounded to the nearest month) in 
life expectancy for an individual attaining 
early retirement age in such calendar year 
(as determined under subparagraph (C)) 
exceeds such appropriate number of years 
of age, to 
‘‘(II) the number of months by which 
such appropriate number of years of age 
exceeds 20 years of age, 
is equal to the baseline retirement-to-employ-
ment ratio (described in subparagraph (B)). 
‘‘(B) For purposes of subparagraph (A), the 
baseline retirement-to-employment ratio is equal to 
the ratio of— 
‘‘(i) the number of months by which the 
average number of years (including any fraction 
rounded to the nearest month) in life expect-
ancy for an individual attaining early retire-
ment age in 2044 (as determined under sub-
paragraph (C)) exceeds 69 years of age and 5 
months, to 
‘‘(ii) 49 years of age and 5 months. 
‘‘(C) At the beginning of each 10-year period 
beginning with the 10-year period that begins on 
January 1, 2044, the Commissioner of Social Secu-
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rity shall determine (using generally accepted actu-
arial principles and based on the intermediate as-
sumptions in the most recent Trustees Report and 
such other data as the Commissioner determines ap-
propriate) and publish in the Federal Register— 
‘‘(i) an estimate of the average number of 
years (including any fraction rounded to the 
nearest month) in life expectancy for an indi-
vidual attaining early retirement age in each 
year of such 10-year period; and 
‘‘(ii) the longevity indexed retirement age 
applicable for individuals who attain early re-
tirement age in each year (after 2044) of such 
10-year period (as determined under subpara-
graph (A)).’’. 
(b) EXTENSION OF MAXIMUM AGE FOR ENTITLE-
MENT
TO
DELAYED
RETIREMENT
CREDIT.—Section 
202(w)(2)(A) of such Act (42 U.S.C. 402(w)(2)(A)) is 
amended— 
(1) by striking ‘‘prior to the month in which 
such individual attained age 70, and’’ and inserting 
‘‘prior to the later of—’’; and 
(2) by adding at the end the following: 
‘‘(i) the month in which such individual 
would attain age 70, or 
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‘‘(ii) the month which ends 36 months 
after the end of the month in which such indi-
vidual attained retirement age (as defined in 
section 216(l)), and’’. 
(c) EXTENSION OF MAXIMUM AGE FOR VOLUNTARY 
SUSPENSION OF BENEFITS.—Section 202(z)(1)(A)(ii) of 
such Act (42 U.S.C. 402(z)(1)(A)(ii)) is amended by strik-
ing ‘‘the month in which the individual attains the age 
of 70’’ and inserting ‘‘the later of the month in which the 
individual attains the age of 70 or the month which ends 
36 months after the end of the month in which such indi-
vidual attained retirement age (as defined in section 
216(l))’’. 
SEC. 5. COST-OF-LIVING ADJUSTMENTS. 
(a) CHANGE IN CONSUMER PRICE INDEX.— 
(1) COMPUTATION OF COST-OF-LIVING ADJUST-
MENTS.—Section 215(i)(1) of the Social Security 
Act (42 U.S.C. 415(i)(1)) is amended— 
(A) in subparagraph (G), by striking the 
period at the end and inserting ‘‘; and’’; and 
(B) by adding at the end the following new 
subparagraph: 
‘‘(H) the term ‘Consumer Price Index’ means 
the Chained Consumer Price Index for all Urban 
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Consumers (C–CPI–U, published by the Bureau of 
Labor Statistics of the Department of Labor).’’. 
(2) 
CONFORMING
AMENDMENT.—Section 
215(i)(4) of such Act (42 U.S.C. 415(i)(4)) is 
amended by inserting ‘‘and by section 4 of the 
S.O.S. Act of 2016’’ after ‘‘1986’’. 
(3) APPLICATION
TO
PRE-1979
LAW.—Section 
215(i)(1) of the Social Security Act, as in effect in 
December 1978 and as applied in certain cases 
under the provisions of such Act as in effect after 
December 1978, is amended— 
(A) in subparagraph (B), by striking 
‘‘and’’ at the end; 
(B) in subparagraph (C), by striking the 
period at the end and inserting ‘‘; and’’; and 
(C) by adding at the end the following new 
subparagraph: 
‘‘(D) the term ‘Consumer Price Index’ means 
the Chained Consumer Price Index for all Urban 
Consumers (C–CPI–U, published by the Bureau of 
Labor Statistics of the Department of Labor).’’. 
(b) NO EFFECT ON ADJUSTMENTS UNDER OTHER 
LAWS.—Section 215(i) of such Act (42 U.S.C. 415(i)), as 
amended by subsection (b), is further amended by adding 
at the end the following new paragraph: 
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‘‘(7) Any provision of law (other than in this title) 
which provides for adjustment of an amount based on a 
change in benefit amounts resulting from a determination 
made under this subsection shall be applied and adminis-
tered without regard to the amendments made by section 
4 of the S.O.S. Act of 2016.’’. 
(c) EFFECTIVE DATE.—The amendments made by 
this section shall apply to determinations made with re-
spect to cost-of-living computation quarters ending on or 
after September 30, 2017. 
SEC. 6. MINIMUM SOCIAL SECURITY BENEFIT. 
(a) IN GENERAL.—Section 215 of the Social Security 
Act (42 U.S.C. 415) is amended by adding at the end the 
following: 
‘‘Minimum Monthly Insurance Benefit 
‘‘(j)(1) Notwithstanding the preceding provisions of 
this section— 
‘‘(A) subject to paragraphs (4), (8), and (9), 
the primary insurance amount of any individual who 
is credited with greater than 10 years of coverage 
and who initially becomes eligible for old-age or dis-
ability insurance benefits or dies (before becoming 
eligible for such benefits) for a month beginning 
after December 31, 2016 (in this subsection referred 
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to as a ‘qualified individual’), shall be equal to the 
greater of— 
‘‘(i) the primary insurance amount deter-
mined under this section (without regard to this 
subsection), or 
‘‘(ii) the minimum monthly insurance ben-
efit determined under paragraph (2), and 
‘‘(B) any recomputation of the primary insur-
ance amount of a qualified individual shall not result 
in a primary insurance amount less than the pri-
mary insurance amount as in effect immediately 
prior to such recomputation. 
‘‘(2) For purposes of this subsection, the term ‘min-
imum monthly insurance benefit’ means 1⁄12 of the appli-
cable percentage of the adjusted minimum benefit level (as 
defined in paragraph (6)). 
‘‘(3) For purposes of this subsection, subject to para-
graph (4), the applicable percentage shall be equal to— 
‘‘(A) for a qualified individual who has 20 years 
of coverage or less, 100 percent reduced by 10 per-
centage points for each year of coverage less than 
20; 
‘‘(B) for a qualified individual who has more 
than 20 years of coverage but less than 40 years of 
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coverage, 125 percent reduced by 1.25 percentage 
points for each year of coverage less than 40; and 
‘‘(C) for a qualified individual who has 40 years 
of coverage or greater, 125 percent. 
‘‘(4)(A) In the case of an individual who initially be-
comes eligible for disability insurance benefits under sec-
tion 223 before attaining age 62, or who dies before at-
taining age 62, in a month beginning after December 31, 
2016, and who is credited with at least 5 years of cov-
erage, the individual shall be treated as a qualified indi-
vidual and the applicable percentage shall be 125 reduced 
by the number of percentage points determined under sub-
paragraph (B) for each year of coverage of the qualified 
individual less than the number as determined under sub-
paragraph (C). 
‘‘(B) The number of percentage points under this 
subparagraph shall be determined by— 
‘‘(i) dividing the number of the qualifying indi-
vidual’s elapsed years (as defined in subsection 
(b)(2)(B)(iii)) by 40; 
‘‘(ii) multiplying the result under clause (i) by 
20; and 
‘‘(iii) dividing 125 by the result under clause 
(ii) and rounding to the nearest one hundredth of 1 
percentage point. 
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‘‘(C) The number of years of coverage under this sub-
paragraph shall be determined by multiplying the ratio de-
termined under subparagraph (B)(i) by 30 and rounding 
to the next lower whole number. 
‘‘(5) For purposes of this subsection, a year of cov-
erage is a calendar year for which an individual is credited 
with 4 quarters of coverage. 
‘‘(6) For purposes of this subsection— 
‘‘(A) for individuals who initially become eligible 
for old-age or disability insurance benefits or die 
(before becoming eligible for such benefits) in either 
2017 or 2018, the term ‘adjusted minimum benefit 
level’ means the product of— 
‘‘(i) the weighted average of the Federal 
poverty threshold applicable to a family of 1 for 
the year before such year (as determined by the 
Bureau of the Census); and 
‘‘(ii) the applicable phase-in factor for such 
calendar year (as determined under paragraph 
(7)); and 
‘‘(B) for individuals who initially become eligi-
ble for old-age or disability insurance benefits or die 
(before becoming eligible for such benefits) in a year 
after 2018, the term ‘adjusted minimum benefit 
level’ means the product of— 
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‘‘(i) the amount determined under sub-
paragraph (A) for calendar year 2018, multi-
plied by the quotient described in subsection 
(b)(3)(A)(ii), except that the reference to ‘the 
computation base year for which the determina-
tion is made’ in such subsection shall be 
deemed instead to be a reference to ‘2016’; and 
‘‘(ii) the applicable phase-in factor for such 
calendar year (as determined under paragraph 
(7)). 
‘‘(7) For purposes of paragraph (6), the applicable 
phase-in factor shall be equal to— 
‘‘(A) for calendar year 2017, 40 percent; 
‘‘(B) for each calendar year during the period 
between 2018 through 2022, the applicable phase-in 
factor under this paragraph for the preceding year 
increased by 10 percentage points; and 
‘‘(C) for calendar year 2023 and each suc-
ceeding year, 100 percent. 
‘‘(8) The amount of the minimum monthly insurance 
benefit of any individual under this subsection shall be re-
duced (but not below zero) by an amount equal to any 
periodic benefit payable to such individual for such month 
under a pension, annuity, retirement, or similar fund or 
system which is based upon such individual’s earnings for 
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any service described in paragraphs (1) through (21) of 
section 210(a). 
‘‘(9) The provisions of this subsection shall not apply 
in the case of an individual— 
‘‘(A) whose primary insurance amount would 
otherwise be computed under subsection (a)(7); or 
‘‘(B) whose wife’s insurance benefit or hus-
band’s insurance benefit under subsection (b) or (c) 
of section 202 is determined pursuant to subsection 
(b)(2)(A)(i)(II) or (c)(2)(A)(i)(II) of such section.’’. 
(b) CONFORMING AMENDMENT.—Section 202(a) of 
such Act (42 U.S.C. 402(a)) is amended in the last sen-
tence by striking ‘‘section 215(a)’’ and inserting ‘‘section 
215’’. 
SEC. 7. ESTABLISHMENT OF AN INCREASED BENEFIT FOR 
BENEFICIARIES ON ACCOUNT OF LONG-TERM 
ELIGIBILITY. 
(a) IN GENERAL.—Section 202 of the Social Security 
Act (42 U.S.C. 402) is amended by adding at the end the 
following: 
‘‘(z) INCREASE IN BENEFIT AMOUNTS ON ACCOUNT 
OF LONG-TERM ELIGIBILITY.—(1) In the case of an indi-
vidual who is a qualified beneficiary for a calendar year 
after 2016, the amount of any monthly insurance benefit 
of such qualified beneficiary under this section or section 
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223 for any month in such calendar year shall be in-
creased in accordance with paragraph (3). 
‘‘(2)(A) For purposes of this subsection, the term 
‘qualified beneficiary’ for a calendar year means an indi-
vidual in any case in which such calendar year begins at 
least 20 years after the applicable date of eligibility for 
such individual. 
‘‘(B) For purposes of this subsection, the applicable 
date of eligibility for an individual is the date on which 
the individual initially became eligible for monthly insur-
ance benefits under subsection (a) or section 223. 
‘‘(3)(A) The increase required under paragraph (1) 
with respect to the monthly insurance benefit of an indi-
vidual who is a qualified beneficiary for a calendar year 
shall be equal to the applicable percentage (specified for 
such benefit in subparagraph (B)) of the full increase 
amount for such calendar year (determined under sub-
paragraph (C)). 
‘‘(B) The applicable percentage specified for a 
monthly insurance benefit under this subparagraph for a 
calendar year is the percentage specified, in connection 
with the number of years ending after the applicable date 
of eligibility for such individual and before such calendar 
year, in the following table: 
‘‘If the number of years is: 
The applicable 
percentage is: 
20 ...........................................................................
20 percent 
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21 ...........................................................................
40 percent 
22 ...........................................................................
60 percent 
23 ...........................................................................
80 percent 
24 or more ..............................................................
100 percent. 
‘‘(C)(i) Except as provided in clauses (ii) and (iii), 
the full increase amount determined under this subpara-
graph for a calendar year in connection with the monthly 
insurance benefit of a qualified beneficiary is a dollar 
amount equal to 5 percent of the amount of the old-age 
insurance benefit that would apply to a hypothetical indi-
vidual if— 
‘‘(I) on January 1 of the calendar year in which 
occurred the applicable eligibility date with respect 
to such individual, such hypothetical individual were 
fully insured, attained retirement age (as defined in 
section 216(l)(2)) and were otherwise eligible for, 
and applied for, old-age insurance benefits; and 
‘‘(II) such hypothetical individual had earnings 
equal to the national average wage index (as de-
scribed in section 209(k)(1)) for each year beginning 
with the year in which the individual attained the 
age of 22 through the year in which the individual 
attained the age of 62. 
‘‘(ii)(I) In the case of a monthly insurance benefit 
under subsection (b) or (c), the full increase amount deter-
mined under this subparagraph shall be one-half the 
amount determined under clause (i). 
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‘‘(II) In the case of a monthly insurance benefit 
under subsection (d), (g), or (h), the full increase amount 
determined under this subparagraph shall be the percent-
age of the amount determined under clause (i) equal to 
the ratio which the amount of such benefit bears to the 
primary insurance amount (before the application of sec-
tion 203(a)) of the individual on whose wages and self- 
employment income the monthly insurance benefit is 
based. 
‘‘(4) In the case of a qualified beneficiary who is enti-
tled to two or more monthly insurance benefits under this 
title for the same month— 
‘‘(A) the earliest applicable date of eligibility for 
such beneficiary with respect to such benefits shall 
be treated as the applicable date of eligibility for 
such beneficiary for the purposes of this subsection; 
and 
‘‘(B) such beneficiary shall be entitled to an in-
crease with respect only to one such benefit. 
‘‘(5) This subsection shall be applied to monthly in-
surance benefits after any increase under subsection (w) 
and any applicable reductions and deductions under this 
title. 
‘‘(6) For purposes of this subsection, in the case of 
any individual who would otherwise have attained the sta-
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tus of a qualified beneficiary prior to January 1, 2017, 
such individual shall be treated as having attained such 
status on such date.’’. 
(b) EFFECTIVE DATE.—The amendments made by 
this section shall apply to benefits payable for months be-
ginning after December 31, 2016. 
SEC. 8. INCREASE IN BENEFIT COMPUTATION YEARS. 
(a) IN GENERAL.—Section 215(b)(2) of the Social 
Security Act (42 U.S.C. 415(b)(2)(A)(I)) is amended— 
(1) in subparagraph (A)(i), by striking ‘‘5 
years’’ and inserting ‘‘the applicable number of 
years specified in subparagraph (C)(i)’’; 
(2) in subparagraph (A)(ii)— 
(A) by striking ‘‘one-fifth’’ and inserting 
‘‘the applicable fraction specified in subpara-
graph (C)(ii)’’; 
(B) by striking ‘‘5 years.’’ and inserting 
‘‘the applicable number of years specified in 
subparagraph (C)(i).’’; and 
(3) by adding at the end of paragraph (2) the 
following new subparagraph: 
‘‘(C)(i) For purposes of clauses (i) and (ii) of sub-
paragraph (A), the applicable number of years is the num-
ber of years set forth in the following table: 
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‘‘If the calendar year in which the 
individual becomes eligible for 
the benefit involved, or dies (be-
fore becoming eligible for such 
benefit) is: 
The applicable number of 
years is: 
Before 2017 .................................................................................
2017 .............................................................................................
2018 .............................................................................................
After 2018 ...................................................................................
2. 
‘‘(ii) For purposes of clause (ii) of subparagraph (A), 
the applicable fraction is the fraction set forth in the fol-
lowing table: 
‘‘If the calendar year in which the 
individual becomes eligible for 
disability insurance benefits is: 
The applicable fraction is: 
Before 2017 .................................................................................
1/5
2017 .............................................................................................
1/6
2018 .............................................................................................
1/8
After 2018 ...................................................................................
1/12.’’. 
(b) EFFECTIVE DATE.—The amendments made by 
subsection (a) shall apply with respect to individuals who 
become eligible for monthly insurance benefits (or who die 
before becoming so eligible) in any calendar year after 
2016. 
SEC. 9. PROTECTION OF SOCIAL SECURITY TRUST FUNDS. 
(a) PROTECTION OF SOCIAL SECURITY.—Title III of 
the Congressional Budget Act of 1974 is amended by add-
ing at the end the following new section: 
‘‘LOCK-BOX FOR SOCIAL SECURITY 
‘‘SEC. 316. (a) LOCK-BOX FOR SOCIAL SECURITY.— 
‘‘(1) CONCURRENT
RESOLUTIONS
ON
THE 
BUDGET.— 
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‘‘(A) IN
GENERAL.—It shall not be in 
order in the House of Representatives or the 
Senate to consider any concurrent resolution on 
the budget, or an amendment thereto or con-
ference report thereon, that would set forth to-
tals for any fiscal year with respect to the So-
cial Security Trust Funds that are less than the 
totals of the Social Security Trust Funds for 
that fiscal year as calculated in accordance with 
a current services baseline. 
‘‘(B) EXCEPTION.—(i) Subparagraph (A) 
shall not apply to the extent that a violation of 
such subparagraph would result from an as-
sumption in the resolution, amendment, or con-
ference report, as applicable, of an increase in 
outlays or a decrease in revenues and disburse-
ments relative to the baseline underlying that 
resolution for social security reform legislation 
for any such fiscal year. 
‘‘(ii) If a concurrent resolution on the 
budget, or an amendment thereto or conference 
report thereon, would be in violation of sub-
paragraph (A) because of an assumption of an 
increase in outlays or a decrease in revenue rel-
ative to the baseline underlying that resolution 
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for social security reform legislation for any 
such fiscal year, then that resolution shall in-
clude a statement identifying any such increase 
in outlays or decrease in revenues and disburse-
ments. 
‘‘(2) SPENDING AND TAX LEGISLATION.— 
‘‘(A) IN
GENERAL.—It shall not be in 
order in the House of Representatives or the 
Senate to consider any bill, joint resolution, 
amendment, motion, or conference report if— 
‘‘(i) the enactment of that bill or reso-
lution, as reported; 
‘‘(ii) the adoption and enactment of 
that amendment; or 
‘‘(iii) the enactment of that bill or res-
olution in the form recommended in that 
conference report, 
would cause the totals for any fiscal year cov-
ered by the most recently agreed to concurrent 
resolution on the budget with respect to the So-
cial Security Trust Funds to be less than the 
totals of the Social Security Trust Funds for 
that fiscal year as calculated in accordance with 
the current services baseline. 
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‘‘(B) 
EXCEPTION.—Subparagraph 
(A) 
shall not apply to social security reform legisla-
tion. 
‘‘(b) ENFORCEMENT.—For purposes of enforcing any 
point of order under subsection (a), the totals of the Social 
Security Trust Funds for a fiscal year shall be the levels 
set forth in the later of the report accompanying the con-
current resolution on the budget (or, in the absence of 
such a report, placed in the Congressional Record prior 
to the consideration of such resolution) or in the joint ex-
planatory statement of managers accompanying such reso-
lution. 
‘‘(c) ADDITIONAL CONTENT OF REPORTS ACCOM-
PANYING BUDGET RESOLUTIONS AND OF JOINT EXPLAN-
ATORY STATEMENTS.—The report accompanying any con-
current resolution on the budget and the joint explanatory 
statement accompanying the conference report on each 
such resolution shall include the levels of the totals in the 
budget for each fiscal year set forth in such resolution and 
of the revenues and disbursements in the Social Security 
Trust Funds. 
‘‘(d) DEFINITIONS.—As used in this section, the term 
‘social security reform legislation’ means a bill or a joint 
resolution to save social security that includes a provision 
stating the following: ‘For purposes of section 316(a) of 
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the Congressional Budget Act of 1974, this Act con-
stitutes social security reform legislation.’. 
‘‘(e) WAIVER AND APPEAL.—Subsection (a) may be 
waived or suspended in the Senate only by an affirmative 
vote of three-fifths of the Members, duly chosen and 
sworn. An affirmative vote of three-fifths of the Members 
of the Senate, duly chosen and sworn, shall be required 
in the Senate to sustain an appeal of the ruling of the 
Chair on a point of order raised under this section. 
‘‘(f) EFFECTIVE DATE.—This section shall cease to 
have any force or effect upon the enactment of social secu-
rity reform legislation.’’. 
(b) PRESIDENT’S BUDGET.— 
(1) PROTECTION OF SOCIAL SECURITY.—If the 
budget of the United States Government submitted 
by the President under section 1105(a) of title 31, 
United States Code, recommends totals for any fis-
cal year with respect to the Social Security Trust 
Funds that are less than the totals of the Social Se-
curity Trust Funds for that fiscal year as calculated 
in accordance with current services baseline, then it 
shall include a detailed proposal for social security 
reform legislation. 
(2) EFFECTIVE
DATE.—Subsection (a) shall 
cease to have any force or effect upon the enactment 
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of social security reform legislation as defined by 
section 316(d) of the Congressional Budget Act of 
1974. 
(c) CONFORMING AMENDMENT.—The table of con-
tents set forth in section 1(b) of the Congressional Budget 
and Impoundment Control Act of 1974 is amended by 
adding after the item for section 315 the following: 
‘‘Sec. 316. Lock-box for social security.’’. 
Æ 
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