Modified Benefit Formula Questionnaire

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form SSA-150 Modified Benefit Formula Questionnaire	Form	Modified	Available
Form SSA-150 Modified Benefit Formula Questionnaire	Form	Modified	Repair queued
Justification for Non-Substantive Changes for 0960-0561.docx	Justification for No Material/Nonsubstantive Change	Uploaded 2024-10-24	Available
Justification for Non-Substantive Changes for 0960-0561.docx	Justification for No Material/Nonsubstantive Change	Uploaded 2024-10-24	Repair queued
Addendum - 0395 (Final).docx	Supplementary Document	Uploaded 2024-05-15	Repair queued
Addendum - 0395 (Final).docx	Supplementary Document	Uploaded 2024-05-15	Repair queued
Supporting Statement - 0395 (Final).docx	Supporting Statement A	Uploaded 2024-05-15	Repair queued
Supporting Statement - 0395 (Final).docx	Supporting Statement A	Uploaded 2024-05-15	Repair queued

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
9252	Modified Benefit Formula Questionnaire	Form	Modified	Modified Benefit Formula Questionnaire
9252	Modified Benefit Formula Questionnaire	Form	Modified
9252	Modified Benefit Formula Questionnaire	Other-Internet Screens	Modified

ICR Details

OMB Control No: 0960-0395	ICR Reference No: 202410-0960-016
Status: Historical Active	Previous ICR Reference No: 202008-0960-002
Agency/Subagency: SSA	Agency Tracking No:
Title: Modified Benefit Formula Questionnaire
Type of Information Collection: No material or nonsubstantive change to a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 01/13/2025
Retrieve Notice of Action (NOA)	Date Received in OIRA: 10/24/2024
Terms of Clearance: Approved consistent with the agency's commitments under Sec. 4 (k)(iii) and (iv) of E.O. 14058.

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	05/31/2027	05/31/2027	05/31/2027
Responses	21,540	0	21,540
Time Burden (Hours)	28,361	0	28,361
Cost Burden (Dollars)	0	0	0

---

Abstract: SSA collects information on the SSA 150 to determine the correct formula to use in computing the Social Security benefit for someone who receives a pension from employment not covered by Social Security. The Windfall Elimination Provision (WEP) requires use of a benefit formula that replaces a smaller percentage of a worker's pre-retirement earnings. However, the resulting amount cannot show a difference in the benefit computed using the modified and regular formulas greater than one-half the amount of the pension received in the first month an individual is entitled to both the pension and the Social Security benefit. The SSA-150 collects the information needed to make all the necessary benefit computations. SSA requires the respondents to furnish the information on form SSA-150 so we can calculate their benefits using the data they supply. SSA will calculate the benefits of applicants that do not respond to this questionnaire using the full WEP reduction. SSA employees collect this information once from the applicant at the time they file their claim. The respondents are applicants for old age and disability benefits. We are submitting this non-substantive change request to include the Consolidated Claims Experience (CCE) System.

---

Authorizing Statute(s): US Code: 42 USC 415 Name of Law: Social Security 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:
	85 FR 34703	06/05/2020
30-day Notice:	Federal Register Citation:	Citation Date:
	85 FR 51536	08/20/2020
Did the Agency receive public comments on this ICR? No

---

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

table that charts list of burden

IC Title	Form No.	Form Name
Modified Benefit Formula Questionnaire	SSA-150	Modified Benefit Formula Questionnaire

---

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	21,540	21,540	0	0	0	0
Annual Time Burden (Hours)	28,361	28,361	0	0	0	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:

---

Annual Cost to Federal Government: $1,414,276

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: 10/24/2024

---