Get Ssa-308 2012

The SSA-308, also known as the Modified Benefit Formula Questionnaire for Foreign Pension, is essential for assessing how foreign pensions impact U.S. Social Security benefits. This guide provides clear, step-by-step instructions to assist users in completing the form accurately online.

Follow the steps to fill out the SSA-308 effectively.

1. Click ‘Get Form’ button to access the SSA-308 online and open it in your preferred editor.
2. Enter the name of the wage earner or self-employed person as well as their U.S. Social Security number in the appropriate fields.
3. If someone other than the wage earner is making the statement, provide their name in the designated section.
4. Fill in the name and address of the agency or organization from which you received or expect to receive the pension. Ensure to include the postal code.
5. Answer whether the pension listed is a partial benefit paid under a U.S. Social Security (Totalization) agreement. Indicate 'Yes,' 'No,' or 'Unknown' as applicable.
6. For item 3, enter the period(s) of employment or self-employment upon which the pension is based. Include specific dates and indicate 'unknown' if required.
7. Provide the specific periods of employment or self-employment from item 4 that were not covered by U.S. Social Security after 1956.
8. Enter any periods of voluntary contributions or other non-employment-based credits that were included in the computation of your pension.
9. For item 6, input the date you first became (or expect to become) eligible for the pension.
10. Indicate the amount of your pension before deductions in the corresponding box. If the pension is in another currency, include the amount in that currency.
11. Complete item 8 by noting how often the pension is paid (weekly, bi-weekly, or other).
12. If applicable, enter any lump sum amounts received instead of a periodic pension and the specific period for which this payment is due.
13. Review the important information section, agreeing to report any changes regarding your pension promptly.
14. Sign the form, entering your printed name in the provided section, and include the date.
15. Complete your mailing address and provide a contact telephone number where you can be reached.

Complete your SSA-308 online today and ensure you submit your form promptly.