Federal

A bill to ensure that Social Security beneficiaries receive regular statements from the Social Security Administration, and for other purposes.

Source: Congress.gov · 437 words in original text

What This Bill Does

This bill requires the Commissioner of Social Security to mail regular paper statements to people with Social Security account numbers. The bill ensures people receive these statements at different intervals based on their age, starting no later than January 1, 2025. ##

Who It Affects

- Individuals with Social Security account numbers - The Social Security Administration (the federal agency that manages Social Security benefits) - The Commissioner of Social Security (the head of the Social Security Administration) ##

Key Provisions

- People must receive a paper Social Security statement when they enter the workforce or start a new job (Sec. 1) - Starting at age 25, people receive statements at least once every 5 years (Sec. 1) - Starting at age 55, people receive statements at least once every 2 years (Sec. 1) - Starting at age 60, people receive statements every year (Sec. 1) - People receive paper statements even if they have not created an online "my Social Security" account (Sec. 1) - People can choose to stop receiving paper statements (Sec. 1) ##

What Changes

The Social Security Administration must begin mailing paper statements to all people with Social Security account numbers on a regular schedule based on age. Currently, these statements are not automatically mailed on this schedule. ##

Important Definitions

None defined ##

Effective Date

No later than January 1, 2025

II 118TH CONGRESS 1ST SESSION S. 664 To ensure that Social Security beneficiaries receive regular statements from the Social Security Administration, and for other purposes. IN THE SENATE OF THE UNITED STATES MARCH 6, 2023 Mr. CASSIDY (for himself, Mr. COONS, Ms. COLLINS, and Mr. KAINE) intro- duced the following bill; which was read twice and referred to the Com- mittee on Finance A BILL To ensure that Social Security beneficiaries receive regular statements from the Social Security Administration, and for other purposes. Be it enacted by the Senate and House of Representa- 1 tives of the United States of America in Congress assembled, 2 SEC. 1. ENSURING BENEFICIARIES RECEIVE REGULAR SO- 3 CIAL SECURITY STATEMENTS. 4 Not later than January 1, 2025, the Commissioner 5 of Social Security shall ensure that— 6 (1) individuals with social security account 7 numbers are mailed a paper social security state- 8 VerDate Sep 11 2014 21:54 Mar 20, 2023 Jkt 039200 PO 00000 Frm 00001 Fmt 6652 Sfmt 6201 E:\BILLS\S664.IS S664 pbinns on DSKJLVW7X2PROD with $$_JOB 2 •S 664 IS ment whenever they enter the workforce or start a 1 new job; 2 (2) a paper social security statement is mailed 3 to each individual with a social security account 4 number not less frequently than— 5 (A) once every 5 years beginning with the 6 year in which the individual achieves age 25; 7 (B) once every 2 years beginning with the 8 year in which the individual achieves age 55; 9 and 10 (C) annually beginning with the year in 11 which the individual achieves age 60; 12 (3) individuals with social security account 13 numbers are mailed paper social security statements 14 regardless of whether they have created an online 15 ‘‘my Social Security’’ account with the Social Secu- 16 rity Administration; and 17 (4) individuals are able to opt out from receiv- 18 ing paper social security statements (including state- 19 ments otherwise required under this section). 20 SEC. 2. LIMITATION ON ADMINISTRATIVE EXPENSES. 21 There are authorized to be appropriated to the Com- 22 missioner of Social Security for the Social Security Ad- 23 ministration’s Limitation on Administrative Expenses for 24 VerDate Sep 11 2014 21:54 Mar 20, 2023 Jkt 039200 PO 00000 Frm 00002 Fmt 6652 Sfmt 6201 E:\BILLS\S664.IS S664 pbinns on DSKJLVW7X2PROD with $$_JOB 3 •S 664 IS each fiscal year beginning with 2024 such sums as are 1 necessary to carry out this Act. 2 Æ VerDate Sep 11 2014 21:54 Mar 20, 2023 Jkt 039200 PO 00000 Frm 00003 Fmt 6652 Sfmt 6301 E:\BILLS\S664.IS S664 pbinns on DSKJLVW7X2PROD with $$_JOB

Important: This plain English summary was generated by AI and is provided for informational purposes only. It is not legal advice. Always consult the official bill text on Congress.gov or a qualified attorney for legal matters.