Form Ssa 308 PDF Details

The Form SSA-308 serves a crucial role for individuals receiving pensions from foreign employment not covered by U.S. Social Security, potentially triggering an adjustment to their U.S. Social Security benefits under the Windfall Elimination Provision (WEP). The purpose of this form is to gather detailed information about foreign pensions, including the pension amount, periods of employment or self-employment the pension is based on, and if these are tied to Social Security through Totalization Agreements between the U.S. and other countries. This information influences the determination of U.S. Social Security retirement or disability benefits, ensuring a fair assessment where benefits are recalculated to reflect genuine lifetime earnings. Significantly, WEP aims to adjust benefits for individuals who have not contributed to the Social Security system throughout their careers, considering their non-covered foreign work. Completing the SSA-308 accurately is thus fundamental for individuals in this situation, as errors or omissions could affect their benefits. Additionally, the form binds the individual to notify the Social Security Administration (SSA) of any changes in their pension status, reinforcing the importance of accurate, up-to-date information for benefit calculation. Acknowledging the sensitivity of the data collected, the form also outlines privacy guidelines and the legal implications of providing false information, emphasizing the seriousness of the process and the commitment to maintaining individuals' privacy.

QuestionAnswer
Form NameForm Ssa 308
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesssa 308 pdf, pension social security form, pension social security administration form, pension social form

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Form SSA-308 (06-2018) UF

 

Discontinue Prior Editions

Page 1 of 3

Social Security Administration

OMB No. 0960-0561

 

 

MODIFIED BENEFIT FORMULA QUESTIONNAIRE - FOREIGN PENSION

NAME OF WAGE EARNER OR SELF-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 covered under Social Security with a benefit formula that gives proportionately higher amounts to workers with low lifetime earnings. A worker with a substantial period of non-covered work during their lifetime appears to have lower lifetime earnings than they actually had. WEP reduces the primary insurance amount upon which benefits are based an affects all benefits paid on that record except survivors. The difference in U.S. Social Security benefits computed under WEP cannot be greater than one-half the amount of the non-covered pension received in the first month you are entitled to both the non-covered pension and the U.S. Social Security benefit.

 

 

NAME

 

 

Enter the name and address of the agency or organization

 

 

 

ADDRESS (include postal code)

1.

from which you received or expect to receive the pension.

If you receive more than one pension, complete a

 

 

 

separate form for each pension.

 

 

 

 

 

 

 

 

Yes

If "yes," submit evidence such as an award certificate

 

 

 

or letter from the agency paying the pension, ignore

 

 

 

the rest of the form, and sign your name on the last

 

 

 

page in the appropriate space.

2.

Is the pension listed in item 1 a partial benefit paid under

 

 

a U.S. Social Security (Totalization) agreement?

No

If "no," complete the rest of the form and sign it.

 

 

Unknown If "unknown," contact the agency paying the

 

 

 

pension for further information about the pension,

 

 

 

complete the form and sign it.

 

 

 

 

 

FROM: (MM/DD/YYYY)

 

Enter the period(s) of employment or self-employment

 

 

3.

upon which your pension is based. Provide specific dates.

 

 

TO: (MM/DD/YYYY)

 

Enter a "?" if some information is unknown.

 

 

 

 

Enter only the period(s) of employment or self-

FROM: (MM/DD/YYYY)

 

employment from item 3 above used to determine your

 

 

4.

pension which was after 1956 and which was not covered

 

 

TO: (MM/DD/YYYY)

 

by U.S. Social Security. Provide specific dates. Enter a

 

"?" if some information is unknown.

 

 

 

 

 

 

Enter specific periods of voluntary contributions or other

FROM: (MM/DD/YYYY)

 

 

 

5.

non-employment based credits included in the

 

 

computation of your pension. Enter a "?" if some

TO: (MM/DD/YYYY)

 

 

information is unknown.

 

 

 

 

 

 

6.

Enter the date you first became (or expect to become)

DATE: (MM/DD/YYYY)

eligible for the pension.

 

 

 

 

 

 

Form SSA-308 (06-2018) UF

Page 2 of 3

7.

8.

Enter the amount of your pension before any deductions are made to provide for a survivor annuity, health insurance, etc. (If the pension is not paid in U.S. dollars, show the amount of the pension in the currency in which it is paid.)

a) For the month you first receive a U.S. Social Security AMOUNT benefit.

OR

b)For the month you first receive the pension, if later than AMOUNT the month you first receive a U.S. Social Security

benefit

If the pension is paid on other than a monthly basis,

Weekly

Bi-Weekly

Other

 

indicate how often it is paid

If the amount of the pension is unknown, show "unknown."

 

If you received a lump sum payment instead of a periodic pension, enter the amount of the payment and, if known, the specific period of time for which the payment would be due. If unknown, show "unknown."

$

 

for the period from

through

 

 

 

 

 

 

 

(Amount)

 

(Month, Year)

 

(Month, Year or Lifetime)

Remarks:

IMPORTANT INFORMATION: PLEASE READ THE FOLLOWING BEFORE SIGNING THE FORM

I agree to report promptly to the U.S. Social Security Administration if my current pension or annuity ceases because this may affect the amount of my U.S. Social Security benefit. I understand that failure to report cessation of my pension or annuity could result in a lower U.S. Social Security benefit than would otherwise be payable. I also agree to report promptly to the U.S. Social Security Administration if I become entitled to another pension or annuity from any country or foreign employer after the cessation of the pension or annuity I currently receive or expect to receive.

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge. I understand that anyone who knowingly gives a false or misleading statement about a material fact in this information, or causes someone else to do so, commits a crime and may be sent to prison, or may face other penalties.

SIGNATURE OF PERSON MAKING STATEMENT

SIGNATURE (First name, Middle Initial, Last Name) (Write in ink)

DATE: (MM/DD/YYYY)

 

 

MAILING ADDRESS (Number and Street, Apt. No., P.O. Box, Rural Route)

TELEPHONE NUMBER(S) AT WHICH YOU

 

MAY BE CONTACTED DURING THE DAY

CITY AND STATE (or Country)

ZIP CODE OR POSTAL CODE

Witnesses are required ONLY if this statement has been signed by mark (X) above. If signed by mark (X), two witnesses to the signing who know the individual must sign below, giving their full address.

SIGNATURE OF WITNESS

SIGNATURE OF WITNESS

 

 

ADDRESS (Number and Street, City, State, Country, and ZIP

ADDRESS (Number and Street, City, State, Country, and ZIP

Code/Postal Code)

Code/Postal Code)

 

 

Form SSA-308 (06-2018) UF

Page 3 of 3

 

 

Privacy Act Statement

Collection and Use of Personal Information

Sections 205(a) and (c), and 215(a)(7) and (d)(3) of the Social Security Act, as amended, allow us to collect this information. Furnishing us this information is voluntary. However, failing to provide all or part of the information may prevent an accurate and timely decision on any claim filed or could result in the loss of benefits.

We will use the information to determine the effect of your foreign pension on your Social Security benefits. We may also share your information for the following purposes, called routine uses:

1.To third party contacts in situations where the party to be contacted has, or is expected to have, information relating to the individual's capability to manage his or her affairs or his or her eligibility for or entitlement to benefits under the Social Security program when the data are needed to establish the validity of evidence or to verify the accuracy of information presented by the individual, and it concerns the amount of his or her benefit payment; and,

2.To applicants, claimants, prospective applicants or claimants, other then the data subject, their authorized representatives or representative payees to the extent necessary to pursue Social Security claims and to representative payees when the information pertains to individuals for whom they serve as representative payees, for the purpose of assisting SSA in administering its representative payment responsibilities under the Act and assisting the representative payees in performing their duties as payees, including receiving and accounting for benefits for individuals for whom they serve as payees.

In addition, we may share this information in accordance with the Privacy Act and other Federal laws. For example, where authorized, we may use and disclose this information in computer matching programs, in which our records are compared with other records to establish or verify a person's eligibility for Federal benefit programs and for repayment of incorrect or delinquent debts under these programs.

A list of additional routine uses is available in our Privacy Act System of Records Notices (SORN) 60-0089, entitled Claims Folders Systems, and 60+0090, entitled Master Beneficiary Record. Additional information and a full listing of all our SORNs are available on our website at www.ssa.gov/privacy/sorn.html.

Paperwork Reduction Act Statement

This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. you do not need to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take about 10 minutes to read the instructions, gather the facts, and answer the questions. SEND

OR BRING THE COMPLETED FORM TO YOUR LOCAL SOCIAL SECURITY OFFICE. TO FIND THE NEAREST OFFICE CALL

1-800-772-1213 (TTY 1-800-325-0778). Send only comments on our time estimate above to: SSA 6401 Security Blvd, Baltimore, MD 21235-6401.

How to Edit Form Ssa 308 Online for Free

You may fill out 308 formula form easily using our online editor for PDFs. The editor is continually improved by us, receiving awesome functions and becoming better. For anyone who is looking to start, here is what it's going to take:

Step 1: Click the "Get Form" button above on this webpage to access our editor.

Step 2: When you start the online editor, you will notice the document ready to be filled in. Besides filling in different blanks, you could also do some other actions with the form, including putting on custom text, modifying the initial text, inserting illustrations or photos, signing the form, and much more.

Completing this document will require attention to detail. Make sure every single blank field is done properly.

1. When submitting the 308 formula form, ensure to include all of the necessary blank fields in the associated part. It will help to speed up the process, making it possible for your information to be handled efficiently and correctly.

ssa 308 completion process described (part 1)

2. Immediately after this section is completed, proceed to enter the relevant information in these - Is the pension listed in item a, If no complete the rest of the, Unknown If unknown contact the, pension for further information, Enter the periods of employment or, TO MMDDYYYY, FROM MMDDYYYY, Enter only the periods of, FROM MMDDYYYY, TO MMDDYYYY, Enter specific periods of, FROM MMDDYYYY, TO MMDDYYYY, Enter the date you first became or, and DATE MMDDYYYY.

Enter specific periods of, FROM MMDDYYYY, and FROM MMDDYYYY in ssa 308

It's easy to get it wrong while filling in the Enter specific periods of, therefore make sure to reread it before you'll send it in.

3. This next step is relatively simple, Enter the date you first became or, and DATE MMDDYYYY - each one of these fields is required to be completed here.

ssa 308 completion process shown (step 3)

4. The fourth paragraph comes with the following blanks to type in your information in: a For the month you first receive, AMOUNT, benefit, b For the month you first receive, AMOUNT, the month you first receive a US, If the pension is paid on other, Weekly, BiWeekly, Other, If the amount of the pension is, If you received a lump sum payment, Remarks, for the period from, and through.

Filling out segment 4 of ssa 308

5. This pdf should be wrapped up with this particular part. Further you will notice a comprehensive listing of blank fields that need to be filled in with accurate information to allow your form usage to be complete: SIGNATURE First name Middle, DATE MMDDYYYY, MAILING ADDRESS Number and Street, TELEPHONE NUMBERS AT WHICH YOU MAY, CITY AND STATE or Country, ZIP CODE OR POSTAL CODE, Witnesses are required ONLY if, SIGNATURE OF WITNESS, SIGNATURE OF WITNESS, ADDRESS Number and Street City, and ADDRESS Number and Street City.

ssa 308 writing process clarified (portion 5)

Step 3: Before moving on, it's a good idea to ensure that blanks were filled in correctly. As soon as you are satisfied with it, press “Done." Try a free trial option at FormsPal and acquire direct access to 308 formula form - downloadable, emailable, and editable in your FormsPal account. When you work with FormsPal, you'll be able to fill out forms without the need to be concerned about data incidents or entries getting distributed. Our secure system makes sure that your personal information is kept safely.

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