Form SSA-308 "Modified Benefit Formula Questionnaire - Foreign Pension"

What Is Form SSA-308?

This is a legal form that was released by the U.S. Social Security Administration on June 1, 2018 and used country-wide. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on June 1, 2018;
  • The latest available edition released by the U.S. Social Security Administration;
  • Easy to use and ready to print;
  • Yours to fill out and keep for your records;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form SSA-308 by clicking the link below or browse more documents and templates provided by the U.S. Social Security Administration.

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Download Form SSA-308 "Modified Benefit Formula Questionnaire - Foreign Pension"

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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)
from which you received or expect to receive the pension.
1.
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.
Is the pension listed in item 1 a partial benefit paid under
2.
No
If "no," complete the rest of the form and sign it.
a U.S. Social Security (Totalization) agreement?
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.
FROM: (MM/DD/YYYY)
Enter only the period(s) of employment or self-
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.
FROM: (MM/DD/YYYY)
Enter specific periods of voluntary contributions or other
non-employment based credits included in the
5.
computation of your pension. Enter a "?" if some
TO: (MM/DD/YYYY)
information is unknown.
DATE: (MM/DD/YYYY)
Enter the date you first became (or expect to become)
6.
eligible for the pension.
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)
from which you received or expect to receive the pension.
1.
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.
Is the pension listed in item 1 a partial benefit paid under
2.
No
If "no," complete the rest of the form and sign it.
a U.S. Social Security (Totalization) agreement?
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.
FROM: (MM/DD/YYYY)
Enter only the period(s) of employment or self-
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.
FROM: (MM/DD/YYYY)
Enter specific periods of voluntary contributions or other
non-employment based credits included in the
5.
computation of your pension. Enter a "?" if some
TO: (MM/DD/YYYY)
information is unknown.
DATE: (MM/DD/YYYY)
Enter the date you first became (or expect to become)
6.
eligible for the pension.
Form SSA-308 (06-2018) UF
Page 2 of 3
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.)
AMOUNT
a) For the month you first receive a U.S. Social Security
benefit.
OR
7.
b) For the month you first receive the pension, if later than
AMOUNT
the month you first receive a U.S. Social Security
benefit
Weekly
Bi-Weekly
Other
If the pension is paid on other than a monthly basis,
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."
8.
$
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.
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