With an anticipated 80 million baby boomers expected to file for both retirement and disability benefits over the next 20 years, SSA will need to devote a majority of its resources to initial claims and appeals workloads. Sufficient resources will not be available to handle the expanding post-entitlement workloads. However, additional automation of the processes used to handle these workloads would help the agency respond to growing resource issues. The Social Security Advisory Board has undertaken a study of the agency’s data exchange program; first to see how well the current program is working, and second to look at ways the program can be expanded and improved to increase the automated processing of SSA’s workloads. This is the first in a series of issues brief that will discuss the data exchange program; this brief focuses on the overall exchange process, how it works and whether it meets the agency’s needs.