
F-EMPLOYED PERSON U.S. SOCIAL SECURITY NUMBER NAME OF PERSON MAKING STATEMENT (if other than above wage earner or self-employed person) U.S. Social Security retirement or disability benefits may be determined using a different formula under the Windfall Elimination Provisions (WEP), when you also receive a pension based on employment or self-employment, (employment, meaning work) from a foreign pension not covered by U.S. Social Security. Social Security benefit amounts use only earnings cove.
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How to fill out the SSA-308 online
The SSA-308 form, also known as the Modified Benefit Formula Questionnaire for Foreign Pension, is essential for individuals receiving foreign pensions that may affect their U.S. Social Security benefits. This guide will walk you through the process of filling out the form online efficiently and accurately.
Follow the steps to complete the SSA-308 online.
- Press the ‘Get Form’ button to access the SSA-308 form and open it in the online editor.
- Enter the name and address of the agency or organization that provides your foreign pension in the designated fields.
- If you receive multiple pensions, indicate 'Yes' and submit supporting evidence like an award certificate. If so, you can skip to the signature section after.
- Respond to whether the pension is a partial benefit under a U.S. Social Security agreement by selecting 'Yes', 'No', or 'Unknown'. Complete the form accordingly based on your answer.
- In the employment periods sections, provide the start and end dates of employment or self-employment upon which your pension is based. If any information is unknown, you may enter a '?'.
- Indicate periods of voluntary contributions or non-employment credits included in your pension calculations, using 'unknown' if applicable.
- Provide the date you first became or expect to become eligible for the pension, including start and end dates as necessary.
- Enter the amount of your pension before any deductions are applied. If the pension is in a different currency, include the original amount.
- If you received a lump sum instead of a regular pension, document the amount and the period it covers. Use 'unknown' where applicable.
- Read the important information section and affirm that all details are accurate. Then, sign the form where indicated, including the date and your mailing address.
- Once all details are complete, save your changes, and choose to download, print, or share the form as needed.
Complete your documents online today to ensure accurate reporting and timely benefits.
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