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pdfBipartisan Budget Act (BBA) 826
Bipartisan Budget Act (BBA)
826
Office of Management & Budget (OMB) Title II, Title XVI
and Concurrent Screen Package
Page 1
Bipartisan Budget Act (BBA) 826
Table of Contents
1. Document Version Information................................................................................................................................................................... 5
2. Self-Reporter Screen Progression ............................................................................................................................................................. 6
2.1. Self-Reporter “Happy Path” Progression ............................................................................................................................................... 6
2.1.1. my Social Security Landing Page .................................................................................................................................................. 6
2.1.1.1. Title II Self-Reporter Teaser ................................................................................................................................................... 6
2.1.1.2. Title XVI Self-Reporter Teaser ............................................................................................................................................... 7
2.1.1.3. Concurrent Self-Reporter Teaser .......................................................................................................................................... 8
2.1.2. Title XVI/Concurrent Monthly Reporting Requirement Acknowledgment .................................................................................... 9
2.1.3. Choose Employer ......................................................................................................................................................................... 10
2.1.3.1. Employer Selection ............................................................................................................................................................... 10
2.1.3.1.1. Employer Selection: Foreign Address .............................................................................................................................. 10
2.1.3.1.2. Employer Selection “More Details” Modal ........................................................................................................................ 11
2.1.3.2. Privacy Act Statement .......................................................................................................................................................... 12
2.1.4. Wage Entry.................................................................................................................................................................................... 13
2.1.4.1. Empty Wage Table Screen .................................................................................................................................................. 13
2.1.4.1.1. Wage Report Frequency of Pay Dropdown ..................................................................................................................... 13
2.1.4.2. Wage Entry Screen............................................................................................................................................................... 14
2.1.4.3. Populated Wage Table Screen ............................................................................................................................................ 15
2.1.4.4. Pay Period Deletion Confirmation Screen........................................................................................................................... 15
2.1.5. Title XVI/Concurrent Employer Wage Confirmation Screen....................................................................................................... 16
2.1.6. Overlapping Pay Period Warning................................................................................................................................................. 17
2.1.6.1. Overlapping Pay Period Warning Screen............................................................................................................................ 17
2.1.6.2. Overlapping Pay Period More Information Modal ............................................................................................................... 17
2.1.7. Wage Report Review .................................................................................................................................................................... 18
2.1.7.1. Title II Wage Report Review Screen ................................................................................................................................... 18
2.1.7.2. Title XVI/Concurrent Wage Report Review Screen ............................................................................................................ 19
2.1.8. Wage Report Confirmation/Receipt ............................................................................................................................................. 20
2.1.8.1. Title II Wage Report Confirmation Screen........................................................................................................................... 20
2.1.8.1.1. Title II Wage Report Receipt ............................................................................................................................................. 21
2.1.8.2. Title XVI Wage Report Confirmation Screen....................................................................................................................... 23
2.1.8.2.1. Title XVI/Concurrent Wage Report Receipt ..................................................................................................................... 24
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Bipartisan Budget Act (BBA) 826
2.1.8.3. Concurrent Wage Report Confirmation Screen .................................................................................................................. 26
2.2. Self-Reporter Variant Screens ............................................................................................................................................................. 27
2.2.1. Choose Employer- Single Employer Variant ............................................................................................................................... 27
2.2.2. Choose Employer- Multiple Employer Variant ............................................................................................................................ 28
2.2.3. Choose Employer Revisited- Single Employer on Record ......................................................................................................... 29
2.2.4. Choose Employer – Maximum Number of Employers ................................................................................................................ 30
2.2.5. Maximum Number of Employers- Expanded Notice ................................................................................................................... 31
2.2.6. Maximum Number of Employers- Error Screen .......................................................................................................................... 31
2.2.7. Wage Entry Table Paginated Variant- Maximum Records for Single Employer ....................................................................... 32
2.2.8. Wage Report Review- Single Employer on Record .................................................................................................................... 33
2.2.9. Review Screen- Maximum Employer Limit Information Notice and Form Controls .................................................................. 34
2.2.10. Wage Report Receipt Foreign Address..................................................................................................................................... 35
2.3. Self-Reporter Error Screens ................................................................................................................................................................. 36
2.3.1. Service Unavailable Error............................................................................................................................................................. 36
2.3.2. Title XVI/Concurrent Monthly Wage Reporting Requirement Acknowledgement Error............................................................ 36
2.3.3. Choose Employer- No Eligible Employer on Record .................................................................................................................. 37
2.3.4. Choose Employer- No Eligible Employer on Record More Details Modal................................................................................. 38
2.3.5. Empty Wage Entry Table- No Data Entered/Single Employer on Record................................................................................. 39
2.3.6. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record ............................................................................ 39
2.3.7. Empty Wage Entry Table- Data Entered/Multiple Employers on Record .................................................................................. 39
2.3.8. Wage Entry Modal- Error Summary Example ............................................................................................................................. 40
2.3.9. Wage Report Submission Error ................................................................................................................................................... 41
3. Representative Payee Screen Progression ............................................................................................................................................ 42
3.1. Representative Payee “Happy Path” Progression .............................................................................................................................. 42
3.1.1. my Social Security Representative Payee Landing Page Teaser .............................................................................................. 42
3.1.2. Choose Worker ............................................................................................................................................................................. 43
3.1.2.1. Choose Worker Screen ........................................................................................................................................................ 43
3.1.2.2. Choose Worker More Info Modal ......................................................................................................................................... 43
3.1.3. Title XVI/Concurrent Monthly Reporting Requirement Acknowledgment Screen ..................................................................... 44
3.1.4. Choose Employer ......................................................................................................................................................................... 45
3.1.4.1. Employer Selection ............................................................................................................................................................... 45
3.1.4.2. Employer Selection “More Details” Modal ........................................................................................................................... 45
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3.1.5. Wage Entry.................................................................................................................................................................................... 46
3.1.5.1. Empty Wage Entry Screen ................................................................................................................................................... 46
3.1.5.2. Wage Entry Screen............................................................................................................................................................... 47
3.1.5.3. Pay Period Deletion Confirmation Modal ............................................................................................................................ 48
3.1.6. Wage Report Review .................................................................................................................................................................... 49
3.1.6.1. Title II Wage Report Review Screen ................................................................................................................................... 49
3.1.6.2. Title XVI/Concurrent Wage Report Review Screen ............................................................................................................ 50
3.1.7. Wage Report Confirmation/Receipt ............................................................................................................................................. 51
3.1.7.1. Title II Wage Report Confirmation Screen........................................................................................................................... 51
3.1.7.1.1. Title II Wage Report Receipt ............................................................................................................................................. 52
3.1.7.1.2. Title XVI Wage Report Confirmation Screen ................................................................................................................... 53
3.1.7.1.3. Title XVI/Concurrent Wage Report Receipt ..................................................................................................................... 54
3.1.7.1.4. Concurrent Wage Report Confirmation Screen ............................................................................................................... 56
3.2. Representative Payee Variant Screens ............................................................................................................................................... 57
3.2.1. my Social Security Landing Page (Authorized as Representative Payee + Receiving Benefits) ............................................ 57
3.2.2. Choose Wage Earner Variant - Representative Payee as Title II Beneficiary .......................................................................... 58
3.2.3. Choose Wage Earner- Single Beneficiary Variant ...................................................................................................................... 58
3.2.4. Choose Employer- Single Employer Variant ............................................................................................................................... 59
3.2.5. Choose Employer- Multiple Employer Variant ............................................................................................................................ 60
3.2.6. Choose Employer Revisited- Single Employer on Record ......................................................................................................... 61
3.3. Representative Payee Error Screens .................................................................................................................................................. 62
3.3.1. Choose Wage Earner- Ineligible Wage Earner ........................................................................................................................... 62
3.3.2. Choose Wage Earner- Ineligible Wage Earner More Details Modal.......................................................................................... 62
3.3.3. Choose Worker- Ineligible Worker, Single Worker on Record ................................................................................................... 63
3.3.4. Choose Employer- No Eligible Employer on Record .................................................................................................................. 64
3.3.4.1. Choose Employer- No Eligible Employer on Record More Information Modal ................................................................. 64
3.3.5. Choose Employer- No Eligible Employer on Record, Single Worker on Record ...................................................................... 65
3.3.6. Empty Wage Entry Table- No Data Entered/Single Employer on Record................................................................................. 65
3.3.7. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record ............................................................................ 66
3.3.8. Empty Wage Entry Table- Data Entered/Multiple Employers on Record .................................................................................. 66
3.3.9. Wage Entry Modal- Error Summary Example ............................................................................................................................. 67
3.3.10. Wage Report Submission Error ................................................................................................................................................. 67
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Bipartisan Budget Act (BBA) 826
1. Document Version Information
Current Version Notes:
This document represents the screen progression for the BBA 826 Wage Reporting application for all eligible Title II, Title XVI and
concurrent users. Screens for both self-reporting beneficiary and representative payee scenarios are included.
Each scenario is presented first as a “happy path” displaying a complete screen progression for each user scenario from application
entry through report submission and review of receipt, followed by conditional screen variations and error messages within each
scenario.
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2. Self-Reporter Screen Progression
2.1. Self-Reporter “Happy Path” Progression
2.1.1. my Social Security Landing Page
2.1.1.1. Title II Self-Reporter Teaser
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2.1.1.2. Title XVI Self-Reporter Teaser
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2.1.1.3. Concurrent Self-Reporter Teaser
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2.1.2. Title XVI/Concurrent Monthly Reporting Requirement Acknowledgment
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2.1.3. Choose Employer
2.1.3.1. Employer Selection
2.1.3.1.1. Employer Selection: Foreign Address
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2.1.3.1.2. Employer Selection “More Details” Modal
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2.1.3.2. Privacy Act Statement
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2.1.4. Wage Entry
2.1.4.1. Empty Wage Table Screen
2.1.4.1.1. Wage Report Frequency of Pay Dropdown
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2.1.4.2. Wage Entry Screen
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2.1.4.3. Populated Wage Table Screen
2.1.4.4. Pay Period Deletion Confirmation Screen
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2.1.5. Title XVI/Concurrent Employer Wage Confirmation Screen
2.1.5.1. Title XVI/Concurrent Employer Wage Confirmation Screen
2.1.5.2. Title XVI/Concurrent Employer Wage Confirmation Screen ‘Why am I Seeing this?’ Modal
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2.1.6. Overlapping Pay Period Warning
2.1.6.1. Overlapping Pay Period Warning Screen
2.1.6.2. Overlapping Pay Period More Information Modal
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2.1.7. Wage Report Review
2.1.7.1. Title II Wage Report Review Screen
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2.1.7.2. Title XVI/Concurrent Wage Report Review Screen
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2.1.8. Wage Report Confirmation/Receipt
2.1.8.1. Title II Wage Report Confirmation Screen
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2.1.8.1.1. Title II Wage Report Receipt
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2.1.8.2. Title XVI Wage Report Confirmation Screen
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2.1.8.2.1. Title XVI/Concurrent Wage Report Receipt
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2.1.8.3. Concurrent Wage Report Confirmation Screen
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2.2. Self-Reporter Variant Screens
2.2.1. Choose Employer- Single Employer Variant
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2.2.2. Choose Employer- Multiple Employer Variant
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2.2.3. Choose Employer Revisited- Single Employer on Record
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2.2.4. Choose Employer – Maximum Number of Employers
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2.2.5. Maximum Number of Employers- Expanded Notice
2.2.6. Maximum Number of Employers- Error Screen
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2.2.7. Wage Entry Table Paginated Variant- Maximum Records for Single Employer
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2.2.8. Wage Report Review- Single Employer on Record
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2.2.9. Review Screen- Maximum Employer Limit Information Notice and Form Controls
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2.2.10. Wage Report Receipt Foreign Address
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2.3. Self-Reporter Error Screens
2.3.1. Service Unavailable Error
2.3.2. Title XVI/Concurrent Monthly Wage Reporting Requirement Acknowledgement Error
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2.3.3. Choose Employer- No Eligible Employer on Record
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2.3.4. Choose Employer- No Eligible Employer on Record More Details Modal
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2.3.5. Empty Wage Entry Table- No Data Entered/Single Employer on Record
2.3.6. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record
2.3.7. Empty Wage Entry Table- Data Entered/Multiple Employers on Record
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2.3.8. Wage Entry Modal- Error Summary Example
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2.3.9. Wage Report Submission Error
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3. Representative Payee Screen Progression
3.1. Representative Payee “Happy Path” Progression
3.1.1. my Social Security Representative Payee Landing Page Teaser
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3.1.2. Choose Worker
3.1.2.1. Choose Worker Screen
3.1.2.2. Choose Worker More Info Modal
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3.1.3. Title XVI/Concurrent Monthly Reporting Requirement Acknowledgment Screen
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3.1.4. Choose Employer
3.1.4.1. Employer Selection
3.1.4.2. Employer Selection “More Details” Modal
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3.1.5. Wage Entry
3.1.5.1. Empty Wage Entry Screen
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3.1.5.2. Wage Entry Screen
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3.1.5.3. Pay Period Deletion Confirmation Modal
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3.1.6. Wage Report Review
3.1.6.1. Title II Wage Report Review Screen
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3.1.6.2. Title XVI/Concurrent Wage Report Review Screen
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3.1.7. Wage Report Confirmation/Receipt
3.1.7.1. Title II Wage Report Confirmation Screen
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3.1.7.1.1. Title II Wage Report Receipt
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3.1.7.1.2. Title XVI Wage Report Confirmation Screen
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3.1.7.1.3. Title XVI/Concurrent Wage Report Receipt
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3.1.7.1.4. Concurrent Wage Report Confirmation Screen
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3.2. Representative Payee Variant Screens
3.2.1. my Social Security Landing Page (Authorized as Representative Payee + Receiving Benefits)
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3.2.2. Choose Wage Earner Variant - Representative Payee as Title II Beneficiary
3.2.3. Choose Wage Earner- Single Beneficiary Variant
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3.2.4. Choose Employer- Single Employer Variant
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3.2.5. Choose Employer- Multiple Employer Variant
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3.2.6. Choose Employer Revisited- Single Employer on Record
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3.3. Representative Payee Error Screens
3.3.1. Choose Wage Earner- Ineligible Wage Earner
3.3.2. Choose Wage Earner- Ineligible Wage Earner More Details Modal
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3.3.3. Choose Worker- Ineligible Worker, Single Worker on Record
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3.3.4. Choose Employer- No Eligible Employer on Record
3.3.4.1. Choose Employer- No Eligible Employer on Record More Information Modal
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3.3.5. Choose Employer- No Eligible Employer on Record, Single Worker on Record
3.3.6. Empty Wage Entry Table- No Data Entered/Single Employer on Record
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3.3.7. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record
3.3.8. Empty Wage Entry Table- Data Entered/Multiple Employers on Record
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3.3.9. Wage Entry Modal- Error Summary Example
3.3.10. Wage Report Submission Error
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File Type | application/pdf |
File Title | Bipartisan Budget Act (BBA) 826 |
Subject | Office of Management & Budget (OMB) Title II, Title XVI and Concurrent Screen Package |
Author | [Your Name] |
File Modified | 2019-08-27 |
File Created | 2019-08-27 |