How to Fill Out Form SSA-308

Form SSA-308 at a glance

What it is: Form SSA-308 is the Modified Benefit Formula Questionnaire - Foreign Pension of the Social Security Administration. Complete it only if you received a foreign pension prior to January 2024.

Who signs: The person making the statement signs at NAME and enters the DATE (MM/DD/YYYY).

A filled-in Form SSA-308 example: a person completes the pension questionnaire for a wage earner

Form SSA-308 example filled out, example: a person completes the pension questionnaire for a wage earner
Lee Sample fills out Form SSA-308 for the wage earner Pat Sample. Pat's foreign pension is paid by an agency and is not expected to end. The picture shows page 1, and none of its entries is real. No is ticked because the pension is not a partial benefit paid under a Totalization agreement. Nothing goes in To under Date you first received your pension because the pension does not end. Nothing goes in Voluntary contributions or other non-employment based credits because the pension has no such credits. Contact information of person making statement stays empty because Lee Sample completes it after page 1 is checked.

How to fill out Form SSA-308, box by box

Name of wage earner or self-employed person and U.S. Social Security number

Form SSA-308 example filled out, name of wage earner or self-employed person and U.S. Social Security number

Enter the name of the wage earner or self-employed person and the U.S. Social Security number.

Enter the name of the person making the statement, if other than the wage earner or self-employed person.

Name and address of the agency or organization

Form SSA-308 example filled out, name and address of the agency or organization

Enter the name and address of the agency or organization from which you received or expect to receive the pension. If you receive more than one pension, complete a separate form for each pension.

Partial benefit paid under a U.S. Social Security (Totalization) agreement

Form SSA-308 example filled out, partial benefit paid under a U.S. Social Security (Totalization) agreement

If the pension listed in item 1 is a partial benefit paid under a U.S. Social Security (Totalization) agreement, mark 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.

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

If unknown, mark Unknown, contact the agency paying the pension for further information about the pension, complete the form and sign it.

Date you first received your pension

Form SSA-308 example filled out, date you first received your pension

Enter the date you first received (or expect to receive) your pension and the date you stopped receiving (or expect to stop receiving) your pension. Leave the "To:" field blank if you do not expect your pension to end.

Period(s) of employment or self-employment

Form SSA-308 example filled out, period(s) of employment or self-employment

Enter the period(s) of employment or self-employment upon which your pension is based. Provide specific dates. Enter a "?" if some information is unknown.

Enter only the period(s) of employment or self-employment from item 4 above used to determine your pension which was after 1956 and which was not covered by U.S. Social Security. Provide specific dates. Enter a "?" if some information is unknown.

Voluntary contributions or other non-employment based credits

Form SSA-308 example filled out, voluntary contributions or other non-employment based credits

Enter specific periods of voluntary contributions or other non-employment based credits included in the computation of your pension. Enter a "?" if some information is unknown.

Date you first became eligible for the pension

Form SSA-308 example filled out, date you first became eligible for the pension

Enter the date you first became (or expect to become) eligible for the pension.

Amount of your pension

Form SSA-308 example filled out, amount of your pension

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.)

In a), enter the amount for the month you first receive a U.S. Social Security benefit.

In b), enter the amount for the month you first receive the pension, if later than the month you first receive a U.S. Social Security benefit.

If the pension is paid on other than a monthly basis, indicate how often it is paid: Weekly, Bi-Weekly or Other.

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

Lump sum payment instead of a periodic pension

Form SSA-308 example filled out, lump sum payment instead of a periodic pension

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."

Contact information of person making statement

Form SSA-308 example filled out, contact information of person making statement

The person making the statement signs at NAME and enters the DATE (MM/DD/YYYY).

Enter the MAILING ADDRESS (Number and Street, Apt. No., P.O. Box, Rural Route), the TELEPHONE NUMBER(S) AT WHICH YOU MAY BE CONTACTED DURING THE DAY, the CITY AND STATE (or Country) and the ZIP CODE OR POSTAL CODE.

More rules for Form SSA-308

You must report promptly to the U.S. Social Security Administration if your current pension or annuity ceases because this may affect the amount of your U.S. Social Security benefit. Failure to report cessation of your pension or annuity could result in a lower U.S. Social Security benefit than would otherwise be payable.

You must also report promptly to the U.S. Social Security Administration if you become entitled to another pension or annuity from any country or foreign employer after the cessation of the pension or annuity you currently receive or expect to receive.

Common questions about Form SSA-308

Where do I file it?

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).

Is there a penalty?

Anyone who knowingly makes or causes to be made a false statement or representation of material fact for use in determining a payment under the Social Security Act, or knowingly conceals or fails to disclose an event with an intent to affect an initial or continued right to payment, or submits or causes to be submitted any false statement or document knowing the same to contain any misrepresentation of material fact, commits a crime punishable under Federal law by fine, imprisonment, or both, and may be subject to administrative sanctions.

Sources

[1] Form SSA-308 (04-2025), Modified Benefit Formula Questionnaire - Foreign Pension, Social Security Administration (the Official source link on this page).

Form SSA-308 PDF Details

U.S. Social Security retirement or disability benefits may be determined using a different formula under the Windfall Elimination Provisions (WEP).

More than one pension: if you receive more than one pension, complete a separate form for each pension.

Pension end date: leave the To: field blank if you do not expect your pension to end.

Report: you must report promptly to the U.S. Social Security Administration if your current pension or annuity ceases.

Where to send: send or bring the completed form to your local Social Security office.

QuestionAnswer
Form NameForm SSA-308
Form Length3 pages
Fillable?Yes
Fillable fields35
Avg. time to fill out6 min
Edition04-2025
Issuing agencySocial Security Administration
Where to sendYour local Social Security office
Other namesSSA-308, SSA 308, Form 308, 308 form, Form SSA-308, Modified Benefit Formula Questionnaire - Foreign Pension
Official sourceForm SSA-308 (Rev 04-2025), Social Security Administration