Annual Earnings Test Direct Mail Follow-up Program Notices

non substantive change (revised).doc

Annual Earnings Test Direct Mail Follow-up Program Notices

Annual Earnings Test Direct Mail Follow-up Program Notices

OMB: 0960-0369

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Justification for Non-Substantive Changes for SSA-L9778, SSA-L9779, SSA‑L9781,

SSA-L9784, SSA-L9785 and SSA-L9790

Annual Earnings Test Direct Mail Follow-up Program Notices

20 CFR 404.452-.455

OMB No. 0960-0369



Justification for Non-Substantive Changes to the Collection

We use the information obtained on these beneficiary completed paper forms to prevent earnings-related overpayments and to avoid erroneous withholding. Based on SSA’s informational need, we tailor this annual letter to the beneficiary and include relevant earnings data from SSA records. SSA employees review each completed letter to determine whether to withhold or continue the beneficiary’s benefits.

Our revision to these forms includes the addition of a sentence that informs the beneficiary that SSA may contact them if the technician needs more information to process the form. We will add this sentence at the end of each form where the beneficiary signs, dates, and provides a phone number.

We plan to implement this change upon OMB approval since the next mailing of this form occurs in July 2013. In past mailings, the beneficiary became uncomfortable when a technician contacted them to discuss the form. The new language should alleviate the beneficiary’s concerns if he or she knows in advance that SSA may call to discuss the form.















File Typeapplication/msword
AuthorSAB
Last Modified By889123
File Modified2013-07-09
File Created2013-07-09

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