Modified Benefit Formula Questionnaire - Foreign Pension

SSA-308
We enter the information captured on the SSA-308 on the screens below via MCS

Screen Name- Windfall Elimination Exclusion (WEPX)
Description- This is one of two screens used to establish information about the Number Holder’s
receipt of a pension based on non-covered employment and used to determine if the windfall
elimination provision applies. We can access these screens through MCS.

Screen Name- (WEPI)
Description- In MCS, this conditional screen is automatically displayed when you answer "N" to
[3-M] DOES WEP EXCLUSION APPLY on the WEPX screen. In 2018, a new field was added
in the Select Pension Source, #5 Foreign in 2018.