Modified Benefit Formula Questionnaire-Foreign Pension

Forms and Documents

Document Name	Status
Form SSA-308 Modified Benefit Formula Questionnaire-Foreign Pension Form	Modified
Addendum--0561.doc Supplementary Document	2009-01-12
SSA-308.pdf Supplementary Document	2008-11-18
Supporting Statement--0561[1].doc Supporting Statement A	2009-01-12

IC Document Collections

IC ID	Document Title	Status
9495	Modified Benefit Formula Questionnaire-Foreign Pension Form	Modified

ICR Details

OMB Control No: 0960-0561	ICR Reference No: 200808-0960-007
Status: Historical Active	Previous ICR Reference No: 200703-0960-005
Agency/Subagency: SSA	Agency Tracking No:
Title: Modified Benefit Formula Questionnaire-Foreign Pension
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 03/06/2009
	Date Received in OIRA: 01/12/2009
Terms of Clearance:

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	03/31/2012	36 Months From Approved	03/31/2009
Responses	13,452	0	50,000
Time Burden (Hours)	2,242	0	8,333
Cost Burden (Dollars)	0	0	0

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Abstract: SSA uses the information collected on the SSA-308 to determine exactly how much (if any) of a foreign pension may be used to reduce the amount of Title II Social Security retirement or disability benefits under the modified benefit formula. The respondents are applicants for Title II Social Security retirement or disability benefits who have foreign pensions.

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Authorizing Statute(s): US Code: 42 USC 415 Name of Law: null
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	73 FR 53919	09/17/2008
30-day Notice:	Federal Register Citation:	Citation Date:
	74 FR 844	01/08/2009
Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 1

IC Title	Form No.	Form Name
Modified Benefit Formula Questionnaire-Foreign Pension	SSA-308	Modified Benefit Formula Questionnaire--Foreign Pension

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ICR Summary of Burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	13,452	50,000	0	0	-36,548	0
Annual Time Burden (Hours)	2,242	8,333	0	0	-6,091	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: No

Burden Increase Due to:

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: The significant decrease in the burden is due to a reassessment of the estimated number of respondents. Since we noted that we had not conducted a formal review of the figures in a very long time, SSA researched the burden figures shown in #12 above. Our research factored in the following: (1) a systems query in which we assessed how many individuals applied for WEP using foreign addresses; (2) the number of beneficiaries who live in the US and receive foreign pensions; and (3) the 22 Totalization Agreements between the US and foreign countries. Based on this research, SSA is providing an updated estimate of the respondents in this ICR.

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Annual Cost to Federal Government: $77,000

Does this IC contain surveys, censuses, or employ statistical methods? No

Is the Supporting Statement intended to be a Privacy Impact Assessment required by the E-Government Act of 2002? No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? Uncollected

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? Uncollected

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? Uncollected

Is this ICR related to the Pandemic Response? Uncollected

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 01/12/2009

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