[Code of Federal Regulations]
[Title 20, Volume 3]
[Revised as of April 1, 2003]
From the U.S. Government Printing Office via GPO Access
[CITE: 20CFR601.5]

[Page 16-19]
 
                      TITLE 20--EMPLOYEES' BENEFITS
 
 CHAPTER V--EMPLOYMENT AND TRAINING ADMINISTRATION, DEPARTMENT OF LABOR
 
PART 601--ADMINISTRATIVE PROCEDURE--Table of Contents
 
 Subpart A--Approval, Certification and Findings With Respect to State 
  Laws and Plans of Operation for Normal and Additional Tax Credit and 
                             Grant Purposes
 
Sec. 601.5  Withholding payments and certifications.

    (a) When withheld. Payment of funds to States or yearend 
certification of State laws, or both, are withheld when the Secretary 
finds, after reasonable notice and opportunity for hearing:
    (1) That any provision required by section 303(a) of the Social 
Security Act is no longer included in the State unemployment 
compensation law; or
    (2) That the State unemployment compensation law has been so changed 
as no longer to meet the conditions required by section 3303(a) of the 
Internal Revenue Code of 1954 (section 3303(b)(3) of the Internal 
Revenue Code); or
    (3) That the State unemployment compensation law has been so amended 
as no longer to contain the provisions specified in section 3304(a) or 
has failed to comply substantially with any such provision and such 
finding has become effective (section 3304(c) of the Internal Revenue 
Code of 1954); or

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    (4) That in the administration of the State unemployment 
compensation law there has been a failure to comply substantially with 
required provisions of such law (section 303(b)(2) of the Social 
Security Act and section 3303(b)(3) of the Internal Revenue Code of 
1954); or
    (5) That in the administration of the State unemployment 
compensation law there has been a denial, in a substantial number of 
cases, of benefits due under such law, except that there may be no such 
finding until the question of entitlement has been decided by the 
highest judicial authority given jurisdiction under such State law 
(section 303(b)(1) of the Social Security Act); or
    (6) That a State fails to make its unemployment compensation records 
available to the Railroad Retirement Board or fails to cooperate with 
Federal agencies charged with the administration of unemployment 
compensation laws (section 303(c) of the Social Security Act); or
    (7) That a State no longer has a plan of operation for public 
employment offices complying with the provisions of the Wagner-Peyser 
Act; or
    (8) That a State agency has not properly expended, in accordance 
with an approved plan of operation, the Federal monies paid it for 
administration of its public employment service.
    (b) Informal discussion. Such hearings are generally not called, 
however, until after every reasonable effort has been made by regional 
and central office representatives to resolve the question involved by 
conference and discussion with State officials. Formal notification of 
the date and place of a hearing does not foreclose further negotiations 
with State officials.
    (c) Notice of noncertification. If, at any time during the taxable 
year, the Secretary of Labor has reason to believe that a State whose 
unemployment compensation law he has previously approved may not be 
certified, he promptly notifies the Governor of the State to that effect 
(section 3304(d) of the Internal Revenue Code of 1954).
    (d) Notice of hearing. Notice of hearing is sent by the Secretary of 
Labor to the State employment security agency. The notice sets forth the 
purpose of the hearing, the time, date, and place at which the hearing 
will be held, and the rules of procedure which will be followed. At a 
hearing the State is given an opportunity to present arguments and all 
relevant evidence, written or oral. The Secretary makes the necessary 
determination or findings, on the basis of the record of such hearings. 
A notice of the Secretary's determination or finding is sent to the 
State employment security agency.
    (e) Civil Rights Act issues. To the extent that any proposed 
withholding of funds involves circumstances within the scope of title VI 
of the Civil Rights Act of 1964 and the regulations promulgated 
thereunder, the procedure set forth in 29 CFR part 31 shall be 
applicable.
    (f) Tax credit reductions. (1) Section 3302(c)(2) of the Internal 
Revenue Code of 1954 prescribes the conditions under which the total 
credits otherwise allowable under section 3302 for a taxable year in the 
case of a taxpayer subject to the unemployment compensation law of a 
State shall be reduced on account of an outstanding balance of advances 
made to the State pursuant to title XII of the Social Security Act. As 
amended by section 110(a) of the Emergency Compensation and Special 
Unemployment Assistance Extension Act of 1975 (Pub. L. 94-45, approved 
June 30, 1975; 89 Stat. 236, 239), and as further amended by title II of 
the Emergency Unemployment Compensation Extension Act of 1977 (Pub. L. 
95-19, approved April 12, 1977; 91 Stat. 39, 43), the incremental 
reductions in total credits will not apply to a State with respect to 
the taxable years beginning on January 1, 1975, January 1, 1976, January 
1, 1977, January 1, 1978, and January 1, 1979, if the Secretary of Labor 
finds as to each such year that the State has studied and taken 
appropriate action with respect to the financing of its unemployment 
compensation program so as substantially to accomplish the purpose of 
restoring the fiscal soundness of the State's unemployment account in 
the Unemployment Trust Fund and permitting the repayment within a 
reasonable time of any advances made to the State's account pursuant to 
title XII of the Social Security Act.

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    (2) The Secretary of Labor's finding with respect to a State as to 
any of the taxable years 1975, 1976, 1977, 1978, and 1979 will be based 
on his determination as to whether the State has taken appropriate 
action resulting in:
    (i) Amendment of its unemployment compensation law, effective in or 
prior to the taxable year with respect to which the finding is made, or 
effective at the beginning of the succeeding taxable year, increasing 
the State's unemployment tax rate, increasing the State's unemployment 
tax base, or changing the State's experience rating formula, or a 
combination of such changes, so as to be estimated by the Secretary to 
achieve for the taxable year with respect to which the finding is made 
or for the period following the effective date of the amendment:
    (A) An average employer tax rate, computed as a percentage of the 
total wages in employment covered by the State's unemployment 
compensation law, which exceeds the State's average annual benefit cost 
rate, computed as a percentage of the total wages in employment covered 
by the State's unemployment compensation law, for the ten calendar years 
immediately preceding the year with respect to which the finding is 
made; and
    (B) An effective minimum employer tax rate which is not less than 
1.0 percent of the wages of any employer which are subject to tax under 
the Federal Unemployment Tax Act for the same year; and
    (C) An effective maximum employer tax rate which exceeds 2.7 percent 
of the wages of any employer which are subject to tax under the Federal 
Unemployment Tax Act for the same year, or provision for no reduced rate 
of contributions for any employer subject to the State unemployment 
compensation law; or
    (ii)(A) Amendment of its unemployment compensation law increasing 
the State's unemployment tax rate, increasing the State's unemployment 
tax base, or changing the State's experience rating formula, or a 
combination of such changes, so as to be estimated by the Secretary of 
Labor to result in increasing contributions to the State's unemployment 
fund, for the taxable year with respect to which the finding is made, 
and the allocation from such increased contributions of a sum sufficient 
to make the repayment in the amount and within the time limit prescribed 
in paragraph (f)(2)(ii)(B) of this section; and
    (B) Repayment to the Treasury of the United States, for credit to 
the Federal unemployment account in the Unemployment Trust Fund, prior 
to November 10 of the taxable year with respect to which the finding is 
made, of an amount equal to the amount of the additional tax which would 
be payable by all taxpayers subject to the unemployment compensation law 
of the State for that taxable year if (1) for any year prior to 1978, 
the reduction in total credits prescribed by section 3302(c)(2)(A) of 
the Internal Revenue Code of 1954 for that taxable year was applied 
without regard to the amendment added by section 110(a) of the Emergency 
Compensation and Special Unemployment Assistance Extension Act of 1975, 
and (2) for any year after 1977, the reduction in total credits 
prescribed by the applicable provisions of section 3302(c)(2) of the 
Internal Revenue Code of 1954 for that taxable year was applied without 
regard to the amendment added by section 110(a) of the Emergency 
Compensation and Special Unemployment Assistance Extension Act of 1975; 
and
    (C) Determination by the Secretary that unemployment reserves and 
income from contributions in the State unemployment fund will be 
adequate to meet benefit payment obligations without title XII advances 
during the 6-month period beginning November 1 of the year in which such 
determination is made.
    (3)(i) An application for deferral under this paragraph (f) must be 
requested and filed with the Secretary of Labor by the Governor of a 
State no later than July 1 of the taxable year for which such deferral 
is requested. Such application shall be in such form, and shall be 
accompanied by such documentation, as the Secretary of Labor shall 
prescribe.
    (ii) A finding by the Secretary of Labor with respect to a State 
shall be made as of November 10 of the taxable year with respect to 
which the finding

[[Page 19]]

is made, and such finding shall be published in the Federal Register 
together with the reasons for the finding.

[30 FR 6942, May 22, 1965, as amended at 43 FR 13828, Mar. 31, 1978]