Modified Benefit Formula Questionnaire - Foreign Pension

SSA-308

We enter the information captured on the SSA-308 on the screens below via MCS or POS.

Screen Name- Windfall Elimination Exclusion (WEPX)

Description- This is one of two screens used to establish information about the Number Holder’s receipt of a pension based on non-covered employment and used to determine if the windfall elimination provision applies. We can access these screens through MCS or POS.

Screen Name- (WEPI)

Description- In MCS or POS, this conditional screen is automatically displayed when you answer "N" to [3-M] DOES WEP EXCLUSION APPLY on the WEPX screen.