Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Addendum - 0807.docx	Supplementary Document	Uploaded 2023-10-06	Repair queued
Supporting Statement - 0807 (Final).docx	Supporting Statement A	Uploaded 2023-10-06	Repair queued

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
226002	Internet (BBA 824)	Other-BBA 824 Internet Screens	Modified
225980	Title II & Title XVI Electronic (MCS MSSICS, iClaim, and eWork)	Other-Internet screens	Modified
225979	SSA-8240 (Paper Version)	Other-Revised PA Statement	Modified

ICR Details

OMB Control No: 0960-0807	ICR Reference No: 202309-0960-002
Status: Received in OIRA	Previous ICR Reference No: 202003-0960-004
Agency/Subagency: SSA	Agency Tracking No:
Title: Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular	Date Submitted to OIRA: 10/06/2023

table that charts list comparision

	Requested	Previously Approved
Expiration Date	36 Months From Approved	12/31/2023
Responses	995,400	4,110,786
Time Burden (Hours)	422,553	147,026
Cost Burden (Dollars)	0	0

---

Abstract: Section 824 of the Bipartisan Budget Act (BBA) of 2015, Public Law 114-74, authorizes SSA to enter into information exchanges with payroll data providers for the purposes of improving program administration and preventing improper payments in the SSDI and SSI programs. SSA uses Form SSA-8240, Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers, to secure the authorization needed from the relevant members of the public to obtain their wage and employment information from payroll data providers. Ultimately, SSA uses this wage and employment information to help determine program eligibility and payment amounts. The public can complete Form SSA-8240 using the following modalities: a paper form; the Internet; and an in-office or telephone interview, during which an SSA employee documents the wage and employment information authorization information on one of SSA’s internal systems (the Modernized Claims System (MCS); the SSI Claims System; eWork; or iMain). The individual’s authorization will remain effective until one of the following four events occurs: (1) SSA makes a final adverse decision on the application for benefits, and the applicant has filed no other claims or appeals under the Title for which SSA obtained the authorization; (2) the individual’s eligibility for payments ends, and the individual has not filed other claims or appeals under the Title for which SSA obtained the authorization; (3) the individual revokes the authorization verbally or in writing; or (4) the deeming relationship ends (for SSI purposes only). SSA requests authorization on an as-needed basis as part of the following processes: (a) SSDI and SSI initial claims; (b) SSI redeterminations; and (c) SSDI Work Continuing Disability Reviews. The respondents are individuals who file for, or are currently receiving, SSDI or SSI payments, and any person whose income and resources SSA counts when determining an individual’s SSI eligibility or payment amount.

---

Authorizing Statute(s): PL: Pub.L. 114 - 74 824 Name of Law: Bipartisan Budget Act
  

Citations for New Statutory Requirements: None

---

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:
	88 FR 35990	06/01/2023
30-day Notice:	Federal Register Citation:	Citation Date:
	88 FR 62139	09/08/2023
Did the Agency receive public comments on this ICR? No

---

Number of Information Collection (IC) in this ICR: 3

table that charts list of burden

IC Title	Form No.	Form Name
Internet (BBA 824)
SSA-8240 (Paper Version)	SSA-8240	Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers
Title II & Title XVI Electronic (MCS MSSICS, iClaim, and eWork)

---

ICR Summary of Burden

table that charts list of burden

	Total Request	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	995,400	4,110,786	0	0	-3,115,386	0
Annual Time Burden (Hours)	422,553	147,026	0	0	275,527	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: When we last cleared this IC in 2020, the burden was 147,026 hours. However, we are currently reporting a burden of 62,270 hours. This decrease stems primarily from a correction to the number of responses. We believe our last renewal reflected inflated annual responses that reflected the total number of active authorization forms we had on file rather than the number of new forms completed each year. The current burden report reflects our best estimate of the number of responses based on management information data from fiscal year 2022 as well as an increase in the estimated time it takes to complete the collection. Although the number of responses changed, SSA did not take any actions to cause this change. We made the correction to the average burden per response per our current management information data; from public responses on how long it takes to gather information for this collection; and based on our estimate for the psychological costs and learning costs on the public. Although we expanded our use of the authorization collected in this form to non-automated contacts with payroll data providers, we do not believe the change in burden estimates is attributed to that additional use because those individuals affected by the change are already using the form to provide authorization, and we did not add new categories of applicants or beneficiaries. Note: The total burden reflected in ROCIS is 178,400, while the burden cited in #12 of the Supporting Statement is 62,270. This discrepancy is because the ROCIS burden reflects the following components: field office waiting time + teleservice waiting time + learning costs. In contrast, the chart in #12 of the Supporting Statement reflects actual burden.

---

Annual Cost to Federal Government: $2,810,405

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]? No

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? No

---

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: 10/06/2023

---