TN 27 (05-99)
P.L. 103-296 provides that the WEP will not apply in computing U.S. totalization benefits
and/or in computing regular U.S. benefits where the NH receives a foreign totalization
benefit based on U.S. work, and no other non-covered pension.
WEP will not apply where the number holder is:
entitled to a U.S. totalization benefit based on coverage in both the U.S. and a totalization
country coverage, or
entitled to a regular U.S. benefit, as well as a foreign benefit which is based on
a totalization agreement with the U.S., and not receiving any other pension based
on non-covered work.
These policies apply to all benefits payable for 1/95 or later. Benefits for months
before 1/95 may be subject to WEP.
A recomputation of the WEP PIA can be done when the claimant submits either an award
notice or a letter from the foreign country paying the benefit showing that the benefit
is based on the totalization agreement between that country and the U.S.
Follow the procedure below when processing the “Request for WEP Exclusion”.
When a NH contacts Social Security with proof that a U.S. totalization benefit or
regular U.S. benefit should be excluded from WEP, forward a copy of proof to the PSC/ODIO.
Review the claim, verify the reduction for WEP and take the following actions:
For new claims (including advance filed claims) compute the 1/95 PIA without applying
the modified formula. WEP may be applied to any other PIA effective before 1/95.
If the beneficiary is eligible for a recomputation based on RS 00605.386B.1., recompute the PIA effective 1/95 and remove the WEP reduction. Change the PIFC
Develop for any possible other pension as appropriate.
WEP Computation, RS 00605.369
Applying the WEP in totalization claims, GN 01701.300 - GN 01701.320