OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Annual Earnings Test Direct Mail Follow-up Program Notices

OMB 0960-0369 · SSA.

OMB 0960-0369

SSA developed the Annual Earnings Test Direct Mail Follow-up Program to improve beneficiary reporting on work and earnings during the year and earnings information at the end of the year. SSA may reduce benefits payable under the Social Security Act when an individual has wages or self-employment income exceeding the annual exempt amount. SSA identifies beneficiaries likely to receive more than the annual exempt amount, and requests more frequent estimates of earnings from them. When applicable, SSA also requests a future year estimate to reduce overpayments due to earnings. SSA sends letters (SSA-L9778, SSA-L9779, SSA-L9781, SSA-L9784, SSA L9785, and SSA-L9790) to beneficiaries requesting earnings information the month prior to their attainment of full retirement age. We send each beneficiary a tailored letter that includes relevant earnings data from SSA records. The Annual Earnings Test Direct Mail Follow-up Program helps to ensure Social Security payments are correct, and enables us to prevent earnings-related overpayments, and avoid erroneous withholding. The respondents are working Social Security beneficiaries with earnings over the exempt amount.

The latest form for Annual Earnings Test Direct Mail Follow-up Program Notices expires 2027-12-31 and is listed under ICR 202009-0960-010.

View the official OMB control history on Reginfo.gov.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form SSA-L9778 Retirement, Survivors and Disability Insurance: Earnings Estimate FormForm and Instruction
Form SSA-L9778 SSA-L9778Form and Instruction
Form SSA-L9790 Retirement, Survivors and Disability Insurance: Nonwork Months FormForm and Instruction
Form SSA-L9790 SSA-L9790Form and Instruction
Form SSA-L9785 Retirement, Survivors and Disability Insurance: Earnings Estimate FormForm and Instruction
Form SSA-L9785 SSA-L9785Form and Instruction
Form SSA-L9784 Retirement, Survivors and Disability Insurance: Earnings Estimate FormForm and Instruction
Form SSA-L9784 SSA-L9784Form and Instruction
Form SSA-L9781 Retirement, Survivors and Disability Insurance: Earnings Estimate FormForm and Instruction
Form SSA-L9781 SSA-L9781Form and Instruction
Form SSA-L9779 Retirement, Survivors and Disability Insurance: Earnings Estimate FormForm and Instruction
Form SSA-L9779 SSA-L9779Form and Instruction
Supporting Statement - 0369.docxSupporting Statement A
Supporting Statement - 0369.docxSupporting Statement A
Addendum - 0369 (Revised Version - Signature Removal).docxSupplementary Document
Addendum - 0369.docx Supplementary Document
SSA-L9778 Form and Instruction
SSA-L9778 Form and Instruction
SSA-L9790 Form and Instruction
SSA-L9790 Form and Instruction
SSA-L9785 Form and Instruction
SSA-L9785 Form and Instruction
SSA-L9784 Form and Instruction
SSA-L9784 Form and Instruction
SSA-L9781 Form and Instruction
SSA-L9781 Form and Instruction
SSA-L9779 Form and Instruction
SSA-L9779 Form and Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202009-0960-010 Revision of a currently approved collection 2020-12-08
201703-0960-006 Revision of a currently approved collection 2017-06-20 Approved without change
201506-0960-001 No material or nonsubstantive change to a currently approved collection 2015-06-04 Approved without change
201402-0960-011 Extension without change of a currently approved collection 2014-06-02 Approved without change
201312-0960-009 No material or nonsubstantive change to a currently approved collection 2014-01-06 Approved without change
201307-0960-002 No material or nonsubstantive change to a currently approved collection 2013-07-10 Approved without change
201202-0960-006 No material or nonsubstantive change to a currently approved collection 2012-03-02 Approved without change
201012-0960-005 Revision of a currently approved collection 2011-06-02 Approved without change
200805-0960-025 Revision of a currently approved collection 2008-05-30 Approved with change
200609-0960-014 Extension without change of a currently approved collection 2006-10-05 Approved without change
200312-0960-003 Extension without change of a currently approved collection 2003-12-05 Approved without change
200011-0960-001 Extension without change of a currently approved collection 2000-11-07 Approved without change
200005-0960-010 Revision of a currently approved collection 2000-05-12 Approved without change
199908-0960-008 Extension without change of a currently approved collection 1999-08-20 Approved without change
199605-0960-004 Revision of a currently approved collection 1996-05-10 Approved without change
199303-0960-009 Extension without change of a currently approved collection 1993-03-26 Approved without change
199004-0960-006 No material or nonsubstantive change to a currently approved collection 1990-04-25 Approved with change
199002-0960-006 Revision of a currently approved collection 1990-02-08 Approved without change
198704-0960-001 Revision of a currently approved collection 1987-04-08 Approved without change
198508-0960-054 No material or nonsubstantive change to a currently approved collection 1985-08-15 Approved with change
198504-0960-002 Reinstatement with change of a previously approved collection 1985-04-05 Approved without change
198408-0960-022 No material or nonsubstantive change to a currently approved collection 1984-08-02 Approved with change
198403-0960-005 New collection (Request for a new OMB Control Number) 1984-03-15 Approved without change

OMB Details

SSA-L9778

Federal Enterprise Architecture: Income Security - General Retirement and Disability

Information collection instruments
FormNameElectronic accessType
Form SSA-L9778Retirement, Survivors and Disability Insurance: Earnings Estimate FormFillable FileableForm and instruction

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.