View Information Collection Request (ICR) Package

OMB Control No: 0960-0814	ICR Reference No: 202208-0960-001
Status: Historical Active	Previous ICR Reference No: 202108-0960-010
Agency/Subagency: SSA	Agency Tracking No:
Title: Advance Designation of Representative Payee
Type of Information Collection: Revision of a currently approved collection	Common Form ICR: No
Type of Review Request: Regular
OIRA Conclusion Action: Approved with change	Conclusion Date: 03/03/2023
	Date Received in OIRA: 01/03/2023
Terms of Clearance: Prior to resubmission for triannual renewal, SSA will ensure that its webpage informing respondents how to complete an advanced designation (which may include https://www.ssa.gov/payee/advance_designation.htm or similar pages) includes a visibly clear button at the top of the page that routes respondents toward the actual information collection.

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	03/31/2026	36 Months From Approved	03/31/2023
Responses	2,942,388	0	11,739,165
Time Burden (Hours)	987,364	0	1,173,917
Cost Burden (Dollars)	0	0	0

Abstract: On April 13, 2018, the President signed into law The Strengthening Protections for Social Security Beneficiaries Act of 2018, also known as Pub.L.115-165. Section 201 of the law allows SSA beneficiaries and applicants under Title II, Title VIII and Title XVI, of the Act to designate individuals to serve as a representative payee should the need arise in the future. Section 201(j)(2) of the Act provides the requirements for selecting a qualified representative payee. SSA only offers the option to advance designate to capable adults and emancipated minors. Beneficiaries who have an assigned representative payee, or have a representative application in process, cannot advance designate. Form SSA-4547, Advance Designation of Representative Payee, allows beneficiaries or applicants the option to designate individuals in order of priority, to serve as a representative. Beneficiaries or applicants can update or change the advance designee order of priority at any time. SSA uses the information on Form SSA-4547 to select a qualified representative payee in order of priority. If the selected representative payee is unable or unwilling to serve, or meet SSA requirements. SSA will select another representative payee to serve in the beneficiaries and applicants best interest. SSA will notify beneficiaries annually of the individuals they chose in advance to be their representative payee. The respondents are SSA beneficiaries and claimants who want to choose an advance designate representative.

Authorizing Statute(s): PL: Pub.L. 115 - 165 201 Name of Law: The Strengthening Protections for Social Security Beneficiaries Act of 2018

Citations for New Statutory Requirements: PL: Pub.L. 115 - 165 201 Name of Law: Protections for Social Security Beneficiaries Act of 2018

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

Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	87 FR 60721	10/06/2022
30-day Notice:	Federal Register Citation:	Citation Date:
	87 FR 80574	12/30/2022
Did the Agency receive public comments on this ICR? No

ICR Summary of Burden

	Total Approved	Previously Approved	Change Due to Adjustment in Estimate
Annual Number of Responses	2,942,388	11,739,165	-8,796,777
Annual Time Burden (Hours)	987,364	1,173,917	-186,553
Annual Cost Burden (Dollars)	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 2020, the burden was 1,173,919 hours. However, we are currently reporting a burden of 206,574 hours. This change stems from a decrease in the number of responses from 11,739,194 to 2,942,388. In our 2020 clearance package, our burden figures reflected the assumption that all individuals given the option to advance designate, would choose to do so. However, some individuals chose to waive their right to advance designation. The choice to waive the right to advance designation has a lower burden time per response than the choice to submit an advance designation. Therefore, the initial data was an overestimate on our part, assuming that 100% of eligible claimants and beneficiaries will advance designate. These figures represent current Management Information data. Note: The total burden reflected in ROCIS is 987,364, while the burden cited in #12 of the Supporting Statement is 206,574. This discrepancy is because the ROCIS burden reflects the following components: field office waiting time + a rough estimate of a 30-minute, one-way, drive burden. In contrast, the chart in #12 of the Supporting Statement reflects actual burden.

Annual Cost to Federal Government: $8,580,542

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

Agency Contact: Faye Lipsky 410 965-8783 faye.lipsky@ssa.gov

View ICR - OIRA Conclusion