BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1168
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          Date of Hearing:   April 10, 2007

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Dave Jones, Chair
                     AB 1168 (Jones) - As Amended: March 29, 2007

                              As Proposed To Be Amended
           
          SUBJECT  :  Social Security Numbers

           KEY ISSUE  :  in order to combat the rising tide of identity  
          theft, Should specified public agencies be required to truncate  
          social security numbers in any records that might be displayed  
          to the public? 
                                      SYNOPSIS
                                          
          This bill seeks to abate identity theft by restricting access to  
          one of the most critical tools of identity theft: social  
          security numbers.  Although identity thieves obtain the social  
          security numbers of other persons in a variety of ways, studies  
          suggest that quite often these numbers are harvested from  
          official records and legal documents accessible to the public.   
          This bill would require various public entities to truncate  
          (i.e. redact the first five digits) any social security numbers  
          accessible to public viewing.  In particular, this bill would  
          create truncation requirements in three particularly vulnerable  
          areas: (1) colleges and universities that, for operational  
          reasons, must retain substantial amounts of personal information  
          on students and staff; (2) local agencies that are required to  
          make many records publicly accessible under the California  
          Public Records Act; (3) and the state Franchise Tax Board, which  
          creates lien abstracts and other legal documents that become  
          public records.  The author and supporters contend that this  
          measure will protect consumers and citizens by cutting off  
          access to the identity thief's most valuable piece of personal  
          information.  The California Land Title Association (CLTA)  
          currently has concerns about the bill but has informed the  
          Committee that it will continue working with the author to  
          address its concerns. 

           SUMMARY  :  Requires various public entities to truncate Social  
          Security numbers when the numbers are electronically displayed  
          or displayed in public records.  Specifically,  this bill  :  

          1)Requires all colleges and universities located in California  








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            to implement policies and procedures regarding the retention  
            of social security numbers in electronic records that are  
            accessible through the Internet.  Specifies that these  
            policies and procedures shall provide for the redaction of  
            social security numbers except where necessary and specifies  
            timetables for discarding records that contain social security  
            numbers and other pieces of personal information.  Authorizes  
            the Attorney General, or any injured person, to bring a civil  
            action to enforce this provision. 

          2)Requires a local agency to redact the first five digits of any  
            social security number before disclosing a record that is  
            required to be open to the public, unless the local agency is  
            required by federal law to display the full number.  Makes  
            conforming changes to the Commercial Code relative to the  
            filing of financial statements under the Uniform Commercial  
            Code and the forms required for such filings. 

          3)Requires, unless prohibited by federal law, the Franchise Tax  
            Board to redact the first five digits of any social security  
            number on lien abstracts or any other public records created  
            by the board.

           EXISTING LAW:  

          1)Imposes various restrictions on the use of social security  
            numbers and specifically prohibits a person or entity from  
            doing any of the following:
             a)   Publicly posting or displaying an individual's social  
               security number;
             b)   Printing an individual's social security number on any  
               card that he or she must use to access products or  
               services;
             c)   Requiring an individual to transmit his or her social  
               security number over the Internet, unless the connection is  
               secure or the social security number is encrypted;
             d)   Requiring an individual to use his or her social  
               security number to access an Internet website unless a  
               password is also required to access the site;
             e)   Printing an individual's social security number on any  
               materials mailed to him or her unless required by state or  
               federal law.  (California Civil Code Section 1798.85(a).)

          2)Requires a driver's license applicant to include his or her  
            social security number (or other appropriate number if not a  








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            citizen) on the application.  Provides, however, that the  
            social security number shall not be included on a magnetic  
            tape or strip used to store data on the license.  (California  
            Vehicle Code Section 12801.) 

          3)Prohibits employers, as of January 1, 2008, from displaying  
            more than the last four digits of an employee's social  
            security number when providing employees with an itemized  
            statement of earnings.  (California Labor Code Section  
            226(a).) 

          4)Permits a party to a dissolution, annulment, or legal  
            separation of marriage to redact a social security number from  
            any pleading, attachment, document, or other written material  
            filed with the court.  Provides, however, that a social  
            security number may not be redacted from forms or documents  
            relating to child or spousal support.  (Family Code Section  
            2024.5.)  

          5)Permits the district attorney and courts of each county, in  
            consultation with local law enforcement agencies, to establish  
            mutually agreeable procedures to protect confidential personal  
            information relating to a witness or victim contained in a  
            police report, arrest report, or investigative report.   
            Defines "confidential information" to include, among other  
            things, a social security number.  (Penal Code Section 964.)

          6)Imposes, under California's Information Practices Act, certain  
            limitations on the use, collection, and disclosure of personal  
            information, including social security numbers.  Provides  
            further that a state agency shall not disclose personal  
            information in a manner that would link the information to the  
            individual to whom it pertains without the prior consent of  
            the individual or pursuant to a court order or some other  
            provision of law.  (Civil Code Section 1798 et seq.) 

          7)Provides, under the California Public Records Act, that public  
            records shall be open to public inspection, unless exempted by  
            law.  (Government Code Section 6250 et seq.) 

          8)Requires, under federal law, a consumer reporting agency to  
            truncate a consumer's social security number when the consumer  
            requests a copy of his or her credit report.  (Fair Credit  
            Reporting Act Section 609(1)(1)(A), 15 USC 1681g.) 









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           FISCAL EFFECT  :   As currently in print this bill is keyed  
          fiscal. 

           COMMENTS  :   Identity theft occurs whenever someone uses the  
          personal identifying information of another person for an  
          unlawful purpose, including to obtain or attempt to obtain  
          credit, goods, services, or medical information in the name of  
          the other person without that person's consent.  (Penal Code  
          Section 530.5(a).)  According to the Federal Trade Commission  
          (FTC), identity theft has consistently topped the list of  
          consumer fraud complaints for at least the last six years.  The  
          255,000 complaints of identity theft filed with the FTC in 2005  
          constituted 37% of all complaints, far surpassing any other  
          single complaint.  The most common form of identity theft is  
          opening a line of credit in the victim's name.  For the identity  
          thief, the social security number is the single-most useful  
          tool.  (FTC, "FTC Releases Top 10 Consumer Fraud Complaint  
          Categories," at  http://www.ftc.gov/opa/2006/01/topten.htm  ;  
          Consumer Sentinel & Identity Theft Clearinghouse" at  
           http://www.consumer.gov/sentinel/pubs/Top10Fraud2005.pdf  );  
          General Accounting Office, "Social Security Numbers: Federal and  
          State Laws Restrict Use of SSNs, September 15, 2005, at  
           http://www.gao.gov/new.items/d051016t.pdf  .) 
           
          According to the author, the risk of identity theft is even  
          greater in California, which accounted for 45,000 of the 255,000  
          reported cases in 2005.  Because the social security number is  
          such a crucial piece of information in facilitating identity  
          theft, this bill would prohibit various public entities from  
          disclosing more than the last four digits of a social security  
          number unless they are otherwise required to do so by federal  
          law.  In particular, the author targets three areas that have  
          proven most subject to abuse: (1) local public records,  
          especially court records, (2) colleges and universities, and (3)  
          the California Franchise Tax Board.

           Local Public Records  :  While businesses and state agencies are  
          required to adopt policies and procedures to safeguard any  
          personally identifiable information that they may keep or  
          maintain, local government agencies are largely exempt from  
          these requirements.  (Civil Code Section 1798 et seq.)   
          Moreover, under the California Public Records Act (Government  
          Code Section 6250 et seq.), local government agencies are often  
          required to make certain records open and accessible to the  
          public.  Usually these records may be reviewed physically on  








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          site, but increasingly local entities are making these records  
          available on-line.  Many of these records, such as abstracts of  
          judgment, property liens, deeds of trust, child support orders,  
          and other legal documents often contain social security numbers.  
           The author contends, however, that access to social security  
          numbers has nothing to do with the underlying rationale of the  
          Public Records Act.  Open public records provide notice to  
          citizens of various legal or governmental actions that have been  
          taken.  This purpose can still be served even if the social  
          security numbers are truncated or removed.  In fact, the author  
          contends that "ready access to full Social Security numbers  
          through local agencies stands the concept of public records on  
          its head: public records should allow people to monitor  
          government, not each other." 

          In order to remedy this problem and preserve the intent of the  
          Public Records Act, this bill would require a local agency to  
          truncate social security numbers in all public records so that  
          no more than the last four digits are displayed, unless the  
          agency is required by a federal law to display the entire  
          number.  

           Colleges and Universities  :  According to the author, in 2006  
          American universities and colleges reported 52 breaches of  
          personal information.  For a variety of reasons, institutions of  
          higher education collect and maintain a great deal of personal  
          information on students and employees. For example, colleges and  
          universities must maintain student records for several years in  
          order to respond to requests for grade transcripts.  A social  
          security number helps to ensure that transcripts are in fact  
          those of the requesting student, since many students may have  
          common names.  However, this vast amount of personal information  
          - whether it is maintained in on-campus computer databases or  
          code-accessible websites - is subject to "hacking" or can  
          otherwise fall into the hands of unauthorized persons.  For  
          example, in December of 2006 UCLA reported a security breach  
          that resulted in unauthorized access to the personal information  
          of 800,000 current and former students and employees, and even  
          student applicants who had never attended the university.  

          UCLA was not alone.  A list of security breaches maintained and  
          frequently updated by the Privacy Rights Clearinghouse contains  
          a disproportionate number of colleges and universities.  Indeed,  
          as this analysis was being drafted, the University of California  
          at San Francisco announced a security breach that may have  








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          compromised the personal information, including social security  
          numbers, of 46,000 students, faculty, and staff.

          In light of the peculiar vulnerability of institutions of higher  
          learning, this bill would require all colleges and universities  
          located within the state to implement policies and procedures  
          regarding the retention of social security numbers in electronic  
          records that are accessible through the Internet.  At a minimum,  
          these policies and procedures must provide for the redaction of  
          social security numbers unless it is necessary for operational  
          reasons to have the full number.  In addition, the bill would  
          require that the college or university discard records and  
          applications after a reasonable period of time if those records  
          contain social security numbers along with other pieces of  
          personally identifiable information. 

           State Franchise Tax Board  :  The California Franchise Tax Board  
          was created to administer the state's personal and corporate  
          income tax laws.  As part of this duty, the Board must file tax  
          liens and other records that are created by the Board.  These  
          records are disclosable under the California Public Records Act.  
           As with documents filed by local agencies, these tax-related  
          documents often contain social security numbers.  This bill  
          would, therefore, require the Board to truncate all but the last  
          four digits in any document that it files as a public record. 

           ARGUMENTS IN SUPPORT  :  Like the author, the many supporters of  
          AB 1168 point to the fact that identity theft is easily one of  
          the fastest growing crimes in the nation and the fact that the  
          social security number is a key facilitator of that crime.   
          Supporters contend that public agencies should have the same  
          obligation to protect social security numbers as private  
          businesses.  The Consumer Federation of California (CFC), for  
          example, points out that current law imposes a number of  
          limitations on how a private business may use, handle, or  
          display social security numbers, but expressly exempts public  
          records.  (Civil Code Sections 1798.85(a) and 1798.85(c).)  But  
          CFC sees no rationale for this exemption, given that "the  
          routine, legally sanctioned release of Social Security numbers  
          through public records [is] a violation of consumer privacy and  
          every bit as serious as a breach of data at a bank, hospital, or  
          retail outlet." 

          The Privacy Rights Clearinghouse (PRC) supports all the  
          provisions of this bill, but it especially highlights the need  








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          to regulate colleges and universities.  PRC, which closely  
          monitors data security breaches, points out that of 327 data  
          breaches occurring in 2006, 52 (or about one in six) were at  
          institutions of higher learning.  This included, of course, the  
          massive security breach at UCLA, which compromised the personal  
          information of 800,000 past and present students, applicants,  
          staff, and faculty.  Crime Victims United of California argues  
          that students are especially "good targets for identity theft,"  
          in part because students "change their residences frequently and  
          credit card companies are not surprised when an application is  
          filed with a new address." 

          Secretary of State Debra Bowen supports this bill, especially  
          those provisions dealing with public records and the filing of  
          certain financing statements and lien documents under the  
          Uniform Commercial Code (UCC).  In March, Secretary Bowen  
          learned from the author that many of the public UCC documents on  
          a Secretary of State website - which are available on the  
          Internet to anyone who requests them and pays a required fee -  
          contain social security numbers.  Secretary Bowen moved quickly  
          to, among other things, shut down online access to UCC filings.   
          The Secretary of State's office is also moving to remove or  
          truncate social security numbers from all UCC filings and make  
          corresponding changes in UCC filing forms.  The Secretary of  
          State believes that AB 1168 will be consistent with and  
          supportive of those efforts. 

           CURRENT OPPOSITION  :  The California Land Title Association  
          (CLTA) supports the general concept of protecting social  
          security numbers contained in public records, but contends that  
          the bill could unintentionally make important public records  
          inaccessible to consumers, lenders, real estate professionals,  
          title and escrow companies, and other interested parties needing  
          access to public records.

          CLTA points out that, as drafted, this bill requires social  
          security numbers to be redacted or truncated from public  
          documents "irrespective of how old those documents are."  CLTA  
          has been informed by some county recorders that this would  
          require them to examine many paper and microform documents by  
          hand before releasing them, since this information is not held  
          within a database format that would allow the recorders to  
          "search and destroy" portions of the social security number.   
          CLTA claims that, out of fear of liability for unwittingly  
          releasing a social security number, county recorders "will  








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          likely cut off access to all county recorder documents until  
          this is accomplished."  CLTA claims that this happened in Texas  
          when legislation similar to this bill was passed.  CLTA claims  
          that this lack of access would greatly inhibit real estate  
          transactions since its members could not conduct the necessary  
          title searches or issue title policies.  In addition, CLTA adds  
          that "title companies collect millions of dollars in child  
          support and billions of dollars in government tax liens through  
          the escrow process."  This too, the CLTA claims "would come to a  
          screeching halt if we cannot get immediate access to county  
          recorder records."

          While these are substantial objections, the CLTA has also  
          communicated to the Committee that it will continue to work with  
          the county recorders and the author's office to address these  
          possible unintended consequences.  It is also the understanding  
          of committee staff that the author and representatives of the  
          county recorders have discussed this issue and feel confident  
          that they can continue to work out a solution.  

           Proposed Amendments  :  To clarify some provisions in the bill,  
          the author has agreed to take the following technical and  
          clarifying amendments: 

                 On page 5, lines 28-30, strike "or in the following form  
               and format but lacking a space identified for the  
               disclosure of the social security number of an individual."

                 On page 8, lines 2-4, strike "or in the following form  
               and format but lacking a space identified for the  
               disclosure of the social security number of an individual".  
                

                 On page 12, line 12, strike "board" and insert  
               "Franchise Tax Board".

                 On page 12, lines 15-16, strike "so that no more than  
               the last four digits of any social security number are  
               displayed" and insert the following instead: "before  
               disclosing the record to the public.  For purposes of this  
               section, 'truncate' means to redact the first five digits  
               of a social security number."  

           PENDING RELATED LEGISLATION  :   SB 644 (Correa). As amended, this  
          bill removes the requirement that abstracts of certain judgments  








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          contain the social security number of the judgment debtor, and  
          instead would require only the last four digits of that person's  
          social security number.  This bill would also provide that tax  
          lien filings that become public records may only contain the  
          last four digits of the assessee's social security number.

          AB 703 (Ruskin). This bill would prohibit a person or entity  
          from using a social security number as an personal identifier,  
          except as required by federal or state law.  This bill would  
          also require that records containing social security numbers be  
          discarded or destroyed in a specified manner, and it would  
          require the encryption or locked storage or records containing  
          social security numbers. 
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          AFSCME
          American Association of Retired Persons (AARP)
          American Civil Liberties Union
          Consumer Action
          Consumer Federation of California
          Consumers Union
          Crime Victims United of California 
          Gray Panthers of California
          Privacy Rights Clearinghouse
          Secretary of State Debra Bowen

           Opposition:
           
          California Land Title Association 
          Civil Justice Association of California (to pre-amended version  
          only)
           

          Analysis Prepared by  :    Thomas Clark / JUD. / (916) 319-2334