Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form SSA-44 Paper Form SSA-44 (mailed or fillable PDF)	Form and Instruction	Modified	Available
Supporting Statement - 0784.docx	Supporting Statement A	Uploaded 2017-06-09	Available
Addendum - 0784.docx	Supplementary Document	Uploaded 2017-06-09	Available

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
195114	Paper Form SSA-44 (mailed or fillable PDF)	Form and Instruction	Modified
195110	Personal Interview (SSA Field Office)	Other-Intranet Screens	Modified

ICR Details

OMB Control No: 0960-0784	ICR Reference No: 201703-0960-015
Status: Historical Active	Previous ICR Reference No: 201401-0960-001
Agency/Subagency: SSA	Agency Tracking No:
Title: Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event
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: 10/27/2017
	Date Received in OIRA: 06/09/2017
Terms of Clearance: In accordance with 5 CFR 1320, the information collection is approved for three years.

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	10/31/2020	36 Months From Approved	10/31/2017
Responses	200,540	0	186,000
Time Burden (Hours)	115,311	0	102,750
Cost Burden (Dollars)	0	0	0

---

Abstract: Per the Medicare Modernization Act of 2003, selected Medicare insurance recipients pay an income-related monthly adjustment amount (IRMAA). The Internal Revenue Service (IRS) transmits income tax return data to SSA for SSA to determine the amount of IRMAA. SSA uses Form SSA-44 to determine if a recipient qualifies for a reduction in IRMMA. If affected Medicare recipients believe SSA should use more recent tax data because a life-changing event occurred that significantly reduces their income, they can report these changes to SSA and ask for a new initial determination of their IRMAA.

---

Authorizing Statute(s): US Code: 42 USC 1395r Name of Law: The Social Security Act
   US Code: 42 USC 1395w-104 Name of Law: The Social Security Act
   PL: Pub.L. 111 - 148 3308 Name of Law: The Patient Protection and Affordable Care Act
  

Citations for New Statutory Requirements: PL: Pub.L. 111 - 148 3308 Name of Law: The Patient Protection and Affordable Care Act

---

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

---

Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	82 FR 11293	02/21/2017
30-day Notice:	Federal Register Citation:	Citation Date:
	82 FR 19304	04/26/2017
Did the Agency receive public comments on this ICR? No

---

Number of Information Collection (IC) in this ICR: 2

table that charts list of burden

IC Title	Form No.	Form Name
Paper Form SSA-44 (mailed or fillable PDF)	SSA-44	Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event
Personal Interview (SSA Field Office)

---

ICR Summary of Burden

table that charts list 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	200,540	186,000	0	0	14,540	0
Annual Time Burden (Hours)	115,311	102,750	0	0	12,561	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 increase in burden stems from an increase in the number of respondents completing the SSA-44 forms. In addition, we note that more people are using the fillable PDF available on our website rather than calling in for a personal interview, which also increases the burden (as it takes longer to complete the paper version than the personal interview).

---

Annual Cost to Federal Government: $9,400,000

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

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination.     Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination.     Yes

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

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? Uncollected

---

Common Form ICR:  No

---

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: 06/09/2017

---