Presentation for on SSAs Redesign of the Earnings Area

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Presentation for on SSAs Redesign of the
Earnings Area

• December 2008

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• SSA Programs Are Based on Earnings Records
• Old Age, Retirement and Survivors Benefits
• Disability Benefits
• Health Insurance
• Supplemental Security Income for Aged, Blind and
  Disabled

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• Earnings Records Usage
• Determining eligibility for benefits (wage
  credits and earnings amounts)
• Computing the amount of benefits
• Determining changes in benefits due to continued
  work and earnings
• SSA Trust Fund accounting actuarial
  measurements for managing and funding all SSA
  programs
• Issuing Social Security Statements

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• Maintaining Earnings RecordsA Joint
  Responsibility

Customers
Social Security Administration
Internal Revenue Service
Memorandum of Understanding
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• Earnings The Next Generation (E-tng)
• Redesign of the entire earnings area
• Annual Wage Reporting
• Corrections, including SSA-IRS Reconciliation
• Earnings Use
• Support applications
• 800 Support
• Workload management
• Five Year Project

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Earnings TNG Umbrella FY09
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• Why E-tng
• Aging earnings infrastructure
• Desire to eliminate paper internally
• Desire to reduce paper externally
• Success of Electronic Wage Reporting
• Over 80 of the W-2s electronic
• Dramatically increased the number of wage files
  submitted electronically with resulting
  performance issues

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• The Changing Mix of W-2s

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• The Increase in Files

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• The Challenge Remaining Paper Reporters

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• Paper Reports 2007
• 1,235,491 Paper Reports with only one W-2
• 2,363,054 Paper Reports with 2 to 10 W-2s
• These reports had 10,491,878 W-2s
• 1,019,239 Paper Reports with over 10 W-2s
• These reports had 35,082,822 W-2s

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• Goals for E-tng
• Redesign the major areas in Earnings
• AWR
• Internal Corrections
• Earnings Use Applications
• Improve Performance and Usability
• No backlogs for processing wage reports
• Reduce/Eliminate Paper
• Move to a Services Architecture

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• How could we help each other?