Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers

Section 824 of the Bipartisan Budget Act (BBA) of 2015, Public Law 114-74, authorizes SSA to enter into information exchanges with payroll data providers for the purposes of improving program administration and preventing improper payments in the SSDI and SSI programs. SSA uses Form SSA-8240, Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers, to secure the authorization needed from the relevant members of the public to obtain their wage and employment information from payroll data providers. Ultimately, SSA uses this wage and employment information to help determine program eligibility and payment amounts. The public can complete Form SSA-8240 using the following modalities: a paper form; the Internet; and an in-office or telephone interview, during which an SSA employee documents the wage and employment information authorization information on one of SSA’s internal systems (the Modernized Claims System (MCS); the SSI Claims System; eWork; or iMain). The individual’s authorization will remain effective until one of the following four events occurs: (1) SSA makes a final adverse decision on the application for benefits, and the applicant has filed no other claims or appeals under the Title for which SSA obtained the authorization; (2) the individual’s eligibility for payments ends, and the individual has not filed other claims or appeals under the Title for which SSA obtained the authorization; (3) the individual revokes the authorization verbally or in writing; or (4) the deeming relationship ends (for SSI purposes only). SSA requests authorization on an as-needed basis as part of the following processes: (a) SSDI and SSI initial claims; (b) SSI redeterminations; and (c) SSDI Work Continuing Disability Reviews. The respondents are individuals who file for, or are currently receiving, SSDI or SSI payments, and any person whose income and resources SSA counts when determining an individual’s SSI eligibility or payment amount. We are making non-substantive changes to revise instructional informaiton and disclousres for clarity.

The latest form for Authorization for the Social Security Administration to Obtain Wage and Employment Information from Payroll Data Providers expires 2027-01-31 and can be found here.

SSA-8240 (Paper Version)

Federal Enterprise Architecture: Income Security - General Retirement and Disability

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