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Presentation for on SSA’s Redesign of the Earnings Area

This presentation delves into SSA's redesign of the earnings area in December 2008, focusing on programs like Old Age, Disability Benefits, and more. Learn about Earnings Records Usage, SSA Trust Fund management, and the E-tng initiative for streamlining processes and transitioning to electronic reporting systems. Discover the goals of this redesign project, such as improving performance, reducing paper dependency, and enhancing user experience. Explore the challenges faced and the strategic solutions devised by SSA for a more efficient system.

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Presentation for on SSA’s Redesign of the Earnings Area

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  1. Presentation for on SSA’s Redesign of the Earnings Area December 2008

  2. 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

  3. 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

  4. Maintaining Earnings Records:A Joint Responsibility Customers Social Security Administration Internal Revenue Service Memorandum of Understanding

  5. 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

  6. AWR Redesign —FY09 Planning & Analysis Unified Earnings Corrections —First release in August 2009 Redesign of Earnings Use Systems —Planning & Analysis under Earnings TNG Employer CHIP —First release in October 2009 Earnings TNG Umbrella FY09

  7. 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

  8. The Changing Mix of W-2s

  9. The Increase in Files

  10. The Challenge Remaining – Paper Reporters

  11. 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

  12. 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

  13. How could we help each other?

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