Agency Information Collection Activities: Proposed Request and Comment Request - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Advertise
    • Contact
    • Editorial Staff
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
January 7, 2014 Newswires
Share
Share
Tweet
Email

Agency Information Collection Activities: Proposed Request and Comment Request

Federal Information & News Dispatch, Inc.

Citation: "79 FR 889"

Page Number: "889"

"Notices"

   The Social Security Administration (SSA) publishes a list of information collection packages requiring clearance by the Office of Management and Budget (OMB) in compliance with Public Law 104-13, the Paperwork Reduction Act of 1995, effective October 1, 1995. This notice includes revisions and an extension of OMB-approved information collections.

   SSA is soliciting comments on the accuracy of the agency's burden estimate; the need for the information; its practical utility; ways to enhance its quality, utility, and clarity; and ways to minimize burden on respondents, including the use of automated collection techniques or other forms of information technology. Mail, email, or fax your comments and recommendations on the information collection(s) to the OMB Desk Officer and SSA Reports Clearance Officer at the following addresses or fax numbers.

   (OMB), Office of Management and Budget, Attn: Desk Officer for SSA, Fax: 202-395-6974, Email address: [email protected].

   (SSA), Social Security Administration, OLCA, Attn: Reports Clearance Director, 3100 West High Rise, 6401 Security Blvd., Baltimore, MD 21235, Fax: 410-966-2830, Email address: [email protected].

   I. The information collections below are pending at SSA. SSA will submit them to OMB within 60 days from the date of this notice. To be sure we consider your comments, we must receive them no later than March 10, 2014. Individuals can obtain copies of the collection instruments by writing to the above email address.

   1. Government Pension Questionnaire--20 CFR 404.408a--0960-0160. The basic Social Security benefits application (OMB No. 0960-0618) contains a lead question asking if the applicants are qualified (or will qualify) to receive a government pension. If the applicants answer "yes," they complete Form SSA-3885, either on paper or with an SSA claims representative during a personal interview. If the applicants are not entitled to receive a government pension at the time they apply for Social Security benefits, SSA requires them to provide the government pension information as beneficiaries when they become eligible to receive their pensions. Regardless of the timing, at some point the applicants or beneficiaries must complete and sign Form SSA-3885 to report information about their government pensions before the pensions begin. SSA uses the information to: (1) determine whether the Government Pension Offset provision applies; (2) identify exceptions as stated in 20 CFR 404.408a; and (3) determine the benefit reduction amount and effective date. If the applicants and beneficiaries do not respond using this questionnaire, SSA offsets their entire benefit amount. The respondents are applicants or recipients of spousal benefits who are eligible for or already receiving a Government pension.

   Type of Request: Revision of an OMB- approved information collection.

  Modality of    Number of      Frequency of   Average burden Estimated completion     respondents    response       per response   total annual                                              (minutes)      burden                                                             (hours)  SSA-3885       76,000         1              13             16,467  

   2. RS/DI Quality Review Case Analysis: Sampled Number Holder, Auxiliaries/Survivors, Parents, and Stewardship Annual Earnings Test Workbook--0960-0189. Section 205(a) of the Social Security Act (Act) authorizes the Commissioner of SSA to conduct the quality review process, which entails collecting information related to the accuracy of payments made under the Old-Age, Survivors, and Disability Insurance Program (OASDI). Sections 228(a)(3), 1614(a)(1)(B), and 1836(2) of the Act require a determination of the citizenship or alien status of the beneficiary; this is only one item that we might question as part of the Annual Quality review. SSA uses Forms SSA-2930, SSA-2931, and SSA-2932 to establish a national payment accuracy rate for all cases in payment status, and to serve as a source of information regarding problem areas in the Retirement Survivors Insurance (RSI) and Disability Insurance (DI) programs. We also use the information to measure the accuracy rate for newly adjudicated RSI or DI cases.

   SSA uses Form SSA-4659 to evaluate the effectiveness of the annual earnings testand to implement ongoing improvements in the process. About twenty-five percent of respondents will have in-person reviews and receive one of the following appointment letters: (1) SSA-L8550-U3 (Appointment Letter--Sample Individual); (2) SSA-L8551-U3 (Appointment Letter--Sample Family); or (3) the SSA-L8552-U3 (Appointment Letter--Rep Payee). Seventy-five percent of respondents will receive a notice for a telephone review using the SSA-L8553-U3 (Beneficiary Telephone Contact) or the SSA-L8554-U3 (Rep Payee Telephone Contact).

   To help the beneficiary prepare for the interview, we include three forms with each notice: (1) SSA-85 (Information Needed to Review Your Social Security Claim) lists the information the beneficiary will need to gather for the interview; (2) SSA-2935 (Authorization to the Social Security Administration to Obtain Personal Information) verifies the beneficiary's correct payment amount, if necessary; and (3) SSA-8552 (Interview Confirmation) confirms or reschedules the interview if necessary. The respondents are a statistically valid sample of all OASDI beneficiaries in current pay status or their representative payees.

   Type of Request: Revision of an OMB-approved information collection.

  Modality of completion                Number of Frequency Average   Estimated                                       responses of        burden    total                                                 response  per       annual                                                           response  burden                                                           (minutes) (hours)  SSA-2930                              1,500     1         30        750 SSA-2931                              850       1         30        425 SSA-4659                              325       1         10        54 SSA-L8550-U3                          385       1         5         32 SSA-L8551-U3                          95        1         5         8 SSA-L8552-U3                          35        1         5         3 SSA-L8553-U3                          4490      1         5         374 SSA-L8554-U3                          670       1         5         56 SSA-8552                              2350      1         5         196 SSA-85                                3850      1         5         321 SSA-2935                              2350      1         5         196 SSA-820/821 (also saved under OMB:    400       1         15        100 0960-0598 and 0960-0059) SSA-8510 (also saved under OMB No.    800       1         5         67 0960-0707) Totals                                18,100                        2,582  

   3. Appeal of Determination for Help with Medicare Prescription Drug Plan Costs--0960-0695. Public Law 108-173, the Medicare Prescription Drug, Improvement, and Modernization Act of 2003 (MMA), established the Medicare Part D program for voluntary prescription drug coverage for certain low-income individuals. The MMA stipulates the provision of subsidies for individuals who are eligible for the program and who meet eligibility criteria for help with premium, deductible, or co-payment costs. SSA uses Form SSA-1021, Appeal of Determination for Help with Medicare Prescription Drug Plan Costs, to obtain information from individuals who appeal SSA's decisions regarding eligibility or continuing eligibility for a Medicare Part D subsidy. The respondents are applicants who are appealing SSA's eligibility or continuing eligibility decisions.

   Type of Request: Revision of an OMB-approved information collection.

  Modality of    Number of      Frequency      Average burden Estimated completion     respondents    of             per response   total annual                               response       (minutes)      burden                                                             (hours)  SSA-1021       2,330          1              10             388 (Paper form) SSA-1021       14,008         1              10             2,335 (Internet- Medicare Application Processing System) Totals         16,338                                       2,723  

   4. Sheltered Workshop Wage Reporting--0960-0771. Sheltered workshops are non-profit organizations or institutions that implement a recognized program of rehabilitation for handicapped workers, or provide such workers with remunerative employment or other occupational rehabilitative activity of an educational or therapeutic nature. Sheltered workshops perform a service for their clients by reporting monthly wages directly to SSA. SSA uses the information these workshops provide to verify and post monthly wages to the Supplemental Security Income (SSI) recipient's record. Most workshops report monthly wage totals to their local SSA office so we can adjust the client's SSI payment amount in a timely manner and prevent overpayments. Sheltered workshops are motivated to report wages voluntarily as a service to their clients. Respondents are sheltered workshops that report monthly wages for services performed in the workshop.

   Type of Request: Revision of an OMB-approved information collection.

  Modality of    Number of      Frequency of   Average burden Estimated completion     respondents    response       per response   total annual                                              (minutes)      burden                                                             (hours)  Sheltered      800            12             15             2,400 Workshop Wage Reporting  

   II. SSA submitted the information collection below to OMB for clearance. Your comments regarding the information collection would be most useful if OMB and SSA receive them 30 days from the date of this publication. To be sure we consider your comments, we must receive them no later than February 6, 2014. Individuals can obtain copies of the OMB clearance packages by writing to [email protected].

   Methods for Conducting Personal Conferences When Waiver of Recovery of a Title II or Title XVI Overpayment Cannot Be Approved--20 CFR 404.506(e)(3), 404.506(f)(8), 416.557(c)(3), and 416.557(d)(8)--0960-0769. SSA conducts personal conferences when we cannot approve a waiver of recovery of a Title II or Title XVI overpayment. We are required to give overpaid Social Security beneficiaries and SSI recipients the right to request a waiver of recovery and automatically schedule a personal conference if we cannot approve their request for waiver of overpayment. We conduct these conferences face-to-face, by telephone, or by video teleconference. Social Security beneficiaries and SSI recipients or their representatives may provide documents to demonstrate they are without fault in causing the overpayment and do not have the ability to repay the debt. They may submit these documents by completing Form SSA-632 (OMB No. 0960-0037); Request for Waive of Overpayment Recovery; SSA-795 (OMB No. 0960-0045), Statement of Claimant or Other Person; or personal statement submitted by mail, telephone, personal contact, or other suitable method, such as fax or email. This information collection satisfies the requirements for request for waiver of recovery of an overpayment and allows individuals to pursue further levels of administrative appeal via personal conference. Respondents are Social Security beneficiaries and SSI recipients or their representatives seeking reconsideration of an SSA waiver decision.

   Type of Request: Extension of an OMB-approved information collection.

  Title/section  Number of      Frequency of   Average burden Estimated & collection   respondents    response       per response   total annual description                                  (minutes)      burden                                                             (hours)  Personal       40,000         1              30             20,000 Conference 404.506(e)(3) and 404-506(f)(8) submittal of documents, additional mitigating financial information, and verifications for consideration at personal conferences. Personal       63,801         1              30             31,901 Conference 416.557(c)(3) and 416-557(d)(8) submittal of documents, additional mitigating financial information, and verifications at personal conferences. Totals         103,801                                      51,901  

   Date: January 1, 2014.

Faye Lipsky,

Reports Clearance Director, Social Security Administration.

[FR Doc. 2014-00001 Filed 1-6-14; 8:45 am]

BILLING CODE 4191-02-P [FEDREG][VOL]*[/VOL][NO]*[/NO][DATE]*[/DATE][NOTICES]

Copyright:  (c) 2014 Federal Information & News Dispatch, Inc.
Wordcount:  1595

Advisor News

  • How OBBBA is a once-in-a-career window
  • RICKETTS RECAPS 2025, A YEAR OF DELIVERING WINS FOR NEBRASKANS
  • 5 things I wish I knew before leaving my broker-dealer
  • Global economic growth will moderate as the labor force shrinks
  • Estate planning during the great wealth transfer
More Advisor News

Annuity News

  • An Application for the Trademark “DYNAMIC RETIREMENT MANAGER” Has Been Filed by Great-West Life & Annuity Insurance Company: Great-West Life & Annuity Insurance Company
  • Product understanding will drive the future of insurance
  • Prudential launches FlexGuard 2.0 RILA
  • Lincoln Financial Introduces First Capital Group ETF Strategy for Fixed Indexed Annuities
  • Iowa defends Athene pension risk transfer deal in Lockheed Martin lawsuit
More Annuity News

Health/Employee Benefits News

  • HEALTH PLANS SUPPORT SOLUTIONS TO LOWER COSTS FOR ALL AMERICANS
  • Teachers in Minnesota’s largest school district authorize strike
  • New Maryland laws taking effect New Year’s Day 2026
  • New MD laws coming into effect New Year’s Day 2026
  • Letters: How can anyone defend Trump?; Casino’s ‘dealer school’ a bad bet
Sponsor
More Health/Employee Benefits News

Life Insurance News

  • An Application for the Trademark “HUMPBACK” Has Been Filed by Hanwha Life Insurance Co., Ltd.: Hanwha Life Insurance Co. Ltd.
  • ROUNDS LEADS LEGISLATION TO INCREASE TRANSPARENCY AND ACCOUNTABILITY FOR FINANCIAL REGULATORS
  • The 2025-2026 risk agenda for insurers
  • Jackson Names Alison Reed Head of Distribution
  • Consumer group calls on life insurers to improve flexible premium policy practices
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Slow Me the Money
Slow down RMDs … and RMD taxes … with a QLAC. Click to learn how.

ICMG 2026: 3 Days to Transform Your Business
Speed Networking, deal-making, and insights that spark real growth — all in Miami.

Your trusted annuity partner.
Knighthead Life provides dependable annuities that help your clients retire with confidence.

Press Releases

  • Two industry finance experts join National Life Group amid accelerated growth
  • National Life Group Announces Leadership Transition at Equity Services, Inc.
  • SandStone Insurance Partners Welcomes Industry Veteran, Rhonda Waskie, as Senior Account Executive
  • Springline Advisory Announces Partnership With Software And Consulting Firm Actuarial Resources Corporation
  • Insuraviews Closes New Funding Round Led by Idea Fund to Scale Market Intelligence Platform
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Advertise
  • Contact
  • Editorial Staff
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2025 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet