1. Social Security Disability
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  5. Master Beneficiary Record (MBR)

Master Beneficiary Record (MBR)

The Social Security Administration maintains a variety of records, one of which is Master Beneficiary Records, or MBRs. A Master Beneficiary Record is a file maintained by the Social Security Administration that contains information about an individual who has applied for Social Security Disability or Social Security Retirement benefits. While there is a single Master Beneficiary Record that contains information about all Social Security recipients who are or were eligible to benefits from the Social Security Administration, each individual who has applied for these benefits also has a Master Beneficiary Record.

The Master Beneficiary Record contains information regarding the benefits received by a beneficiary of Social Security Disability or Social Security Retirement. These statistics include the amount of Federal tax withheld from benefits paid to nonresident aliens, the total amount of benefits paid, and any repayments or reductions made to an individual within a given calendar year.

When an individual establishes an account basis through the filing of a disability claim, the individual’s Master Beneficiary Record is generated. The Master Beneficiary Record provides information such as payment amounts for benefits received by a beneficiary and payee information for Social Security Administration benefits paid out.

The SSA uses the Master Beneficiary Record to respond to benefit inquiries, produce follow-ups on beneficiary reporting events, undertake computer exception processing, conduct statistical analyses, and generate records for the Department of the Treasury and other reporting reasons.