Social Security: Bills in the 107th Congress

CRS Report for Congress
Social Security: Bills in the 107 Congress
Geoffrey Kollmann
Specialist in Social Legislation
Domestic Social Policy Division
This report lists the bills that were introduced in the 107th Congress that directly
affected the Social Security program, and provides a summary table listed by subject.
Social Security Bills Introduced in the 107th Congress
Two hundred and nine bills were introduced in the 107th Congress that directly or
indirectly affected the Social Security program. This report lists those that directly
affected old-age and survivors insurance benefits under Title II of the Social Security Act.
It first describes those bills on which legislative action has occurred. It then presents a
table that includes bills that would reform the system or otherwise address its financing
problems, change its budget status, or increase or reduce benefits, and groups them into
categories reflecting their general purpose. Footnotes to the table list reports from the
Congressional Research Service that discuss the bills or subject matter.
Bills on Which Legislative Action Has Occurred
H.R. 2 (Herger) Reserves Social Security and Medicare surpluses for debt
reduction until reform is passed. Passed House, February 13, 2001, by a vote of 407-2.
H.Con.Res. 282 (Shaw) Expresses the sense of the Congress that Social Security
reform legislation should guarantee current-law benefits to current and future retirees,
without raising taxes. Passed House, December 12, 2001, by a vote of 415-5.
H.R. 4069 (Shaw) Makes miscellaneous enhancements in Social Security spousal
benefits. Passed House, May 14, 2002, by a vote of 418-0.
H.R. 4070 (Shaw) Provides additional safeguards for Social Security and
Supplemental Security Income (SSI) recipients with representative payees and enhances
other program protections. Passed House, June 26, 2002, by a vote of 425-0. Passed
Senate, November 18, 2002, by voice vote.
Table 1. Social Security Bills in 107th Congress

Congressional Research Service ˜ The Library of Congress

General purpose of bill
Creates voluntary or
Attempts to enhancemandatory personalCreates personal accounts,
solvency or income ofaaccounts in place of part orabut does not alter current
current systemall of current systemsystem
H.R. 2771KolbeH.R. 849SessionsH.R. 2110Petri
H.R. 2935FrankH.R. 2771KolbeS. 2693Dorgan
H.R. 3315DeFazioH.R. 3497Shaw
H.R. 3497ShawH.R. 3535DeMint
H.R. 3535DeMintH.R. 4022Matsui
H.R. 4023MatsuiH.R. 4023Matsui
H.R. 4024MatsuiH.R. 4024Matsui
H.R. 5252WaxmanH.R. 5734N. Smith
Alters Social Security’s
Alters system’s investmentbbudget treatmentcLiberalizes or ends Sociald
policies(including “lock box” bills)Security earnings test
H.R. 96HallH.R. 2HergerH.R. 1731Sessions
H.R. 166RoyceH.R. 56RossH.R. 3497Shaw
H.R. 219PaulH.R. 120Holt
H.R. 1320SaboH.R. 373Rogers
H.R. 3315DeFazioH.R. 560Ross
H.R. 816Andrews
H.R. 1065Andrews
H.R. 1204Adam Smith
H.R. 1207Bartlett
S. 21Daschle
Alters Social Security’sDeals with Social SecurityAddresses Social Securitye
disability provisionsnumbers and privacy“notch” issue
H.R. 344FrankH.R. 220PaulH.R. 80Emerson
H.R. 481StarkH.R. 2036ShawH.R. 97Hall
H.R. 498EhrlichH.R. 4513MarkeyH.R. 853Wexler
H.R. 509MinkS. 848FeinsteinH.R. 870Clement
H.R. 569AndrewsS. 1014BunningS. 825Reid
H.R. 2850DealS. 1055Feinstein
H.R. 3133CantorS. 3100Feinstein
H.R. 3265Platts
H.R. 5667G. Green
S. 682McCain
S. 2942Crapo

General purpose of bill
Alters Social Security taxes
for purposes other than toEstablishes bi-partisanRestores benefits for
restore solvencySocial Security commissioncollege students
H.R. 1573OwensH.R. 14PortmanH.R. 410Andrews
H.R. 1069DeMint
Expresses sense ofLiberalizes benefits for
Repeals some/all of taxationfCongress about Socialspouses, children, andg
of Social Security benefitsSecurity issuechildcare givers
H.R. 122S. JohnsonH.R. 4780MatsuiH.R. 319Allen
H.R. 192StumpH.R. 5541ShowsH.R. 2698Andrews
H.R. 209SweeneyH.Res. 128DeLauroH.R. 3023Duncan
H.R. 1018ToomeyH.Res. 425ThurmanH.R. 3325Lowey
H.R. 1532WeinerH.Res. 493JeffersonH.R. 3326Lowey
H.R. 2106LarsonH.J.Res. 26G. TaylorH.R. 3327Lowey
H.R. 2548DoolittleH.C.Res. 120 Mark GreenH.R. 3328Lowey
H.R. 4789PaulH.C.Res. 214 ShawH.R. 3315DeFazio
H.R. 4790PaulH.C.Res. 229 GravesH.R. 3497Shaw
H.R. 5568WeldonH.C.Res. 282 ShawH.R. 4069Shaw
S. 181ShelbyH.Res. 128 DeLauroH.R. 4671Matsui
S. 237 HutchinsonS.Res. 230CorzineH.R. 4743Lowey
S.J.Res. 2GrammS. 2533G. Smith
Liberalizes “windfall”hLiberalizes “governmentiAuthorizes benefits for thej
benefits provisionpension offset” provisionmonth of death
H.R. 848SandlinH.R. 664JeffersonH.R. 210Sweeney
H.R. 1073FrankH.R. 2638McKeonH.R. 1091Mink
H.R. 2638McKeonH.R. 3497ShawH.R. 1464Holden
S. 1523FeinsteinS. 611MikulskiH.R. 2845Andrews
S. 2521KerryS. 1523FeinsteinH.R. 5404Russell
S. 882Mikulski
Makes changes toRequires that Social
Expands eligibility forrepresentative payeelSecurity benefits be made a
lump sum death benefitprovisions“legal guarantee”
H.R. 266DuncanH.R. 3332ShawH.R. 832W. Jones
H.R. 2378ClementH.R. 4070ShawH.R. 3135DeMint
H.R. 3119HastingsS. 693GrassleyS. 806Hutchinson
S. 1558Santorum
Alters COLAs by Revising
Consumer Price IndexkDenies benefits to fugitivemReduces “user fee” assessed
(CPI)felons on attorneys
H.R. 390WeinerS. 2387SantorumS. 2700Lincoln
H.R. 2035SandersH.R. 4070ShawH.R. 4070Shaw
Source: Derived from on-line Legislative Information System; bills introduced as of November 20, 2002.a
For discussion, see CRS Issue Brief IB98048, Social Security Reform.b
For discussion, see CRS Report RS20607, Social Security: Trust Fund Investment Practices, and CRS
Report 91-129, Social Security: Investing the Surplus.

c For discussion, see CRS Report RS20165, Social Security, Medicare, and Public Debt Reduction Lock
Boxes,” and CRS Report 98-422, Social Security and the Federal Budget: What Does Social
Security Being “Off Budget Mean?d
For discussion, see CRS Report 98-789, Social Security: Proposed Changes to the Earnings Test.e
For discussion, see CRS Report 95-188, The Social Security Notch Issue.f
For discussion, see CRS Report RL30581, Social Security: Taxation of Benefits.g
For discussion, see CRS Report RS21228, Social Security Benefit Enhancements for Women Act of 2002.
h For discussion, see CRS Report 98-35, The Windfall Benefit Provision.i
For discussion, see CRS Report RS20148, Social Security: The Government Pension Offset.j
For discussion, see CRS Report 93-792, Social Security Benefits Are Not Paid For the Month of Death.k
For discussion, see CRS Report RS20060, A Separate Consumer Price Index for the Elderly? and CRS
Report 97-33, The CPI and the “True”Cost of Living.l
For discussion, see CRS Report RS21225, Social Security Protection Act of 2002 (H.R. 4070).m
For discussion, see CRS Report RS20325, Efforts to Prevent Prisoners and Fugitives from Receiving
Benefits from the Social Security Administration.