Modified Benefit Formula Questionnaire-Foreign Pension

Forms and Documents

Document Name	Status
Form SSA-308 Modified Benefit Formula Questionnaire - Foreign Pension Form	Modified
Addendum 0960-0561.docx Supplementary Document	2025-06-09
Supporting Statement 0960-0561 (final).docx Supporting Statement A	2025-06-27

IC Document Collections

IC ID	Document Title	Status
9495	Modified Benefit Formula Questionnaire - Foreign Pension Form	Modified

ICR Details

OMB Control No: 0960-0561	ICR Reference No: 202506-0960-002
Status: Received in OIRA	Previous ICR Reference No: 202503-0960-002
Agency/Subagency: SSA	Agency Tracking No:
Title: Modified Benefit Formula Questionnaire-Foreign Pension
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular	Date Submitted to OIRA: 06/27/2025

	Requested	Previously Approved
Expiration Date	36 Months From Approved	07/31/2025
Responses	2,081	2,465
Time Burden (Hours)	1,561	1,643
Cost Burden (Dollars)	0	0

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Abstract: SSA uses the information Form SSA-308 collects to determine exactly how much (if any) of a foreign pension may be used to reduce the amount of title II Social Security retirement or disability benefits under the modified benefit formula. The respondents are applicants for Title II Social Security or disability benefits who have foreign pensions.

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Authorizing Statute(s): US Code: 42 USC 415 Name of Law: Social Security Act
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	90 FR 14891	04/04/2025
30-day Notice:	Federal Register Citation:	Citation Date:
	90 FR 25734	06/17/2025
Did the Agency receive public comments on this ICR? No

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

IC Title	Form No.	Form Name
Modified Benefit Formula Questionnaire - Foreign Pension	SSA-308, SSA-308	Modified Benefit Formula Questionnaire-Foreign Pension ,   Modified Benefit Formula Questionnaire-Foreign Pension

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ICR Summary of Burden

	Total Request	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	2,081	2,465	0	0	-384	0
Annual Time Burden (Hours)	1,561	1,643	0	0	-82	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: When we last cleared this IC in 2021, the burden was 2,465 hours. However, we are currently reporting a burden of 5,631 hours. This change mainly stems from a decrease in respondents using form SSA-308. We anticipate a drastic decline in the number of responses to this form going forward due to the implementation of the SSFA. Since we are no longer collecting WEP data for initial awards payable beginning January 2024, the collection of this data will soon be obsolete. Note: The total burden reflected in ROCIS is 1,561, while the burden cited in #12 of the Supporting Statement is 1,041. This discrepancy is because the ROCIS burden reflects the learning costs. In contrast, the chart in #12 of the Supporting Statement reflects actual burden.

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Annual Cost to Federal Government: $1,394,878

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

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Common Form ICR:  No

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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: 06/27/2025

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