RS 00605: Initial Computation of the PIA - Recomputations and Recalculations
TN 27 (05-99)
A. Procedure - determining applicability
Follow the steps below to determine if WEP applies:
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1. |
Is the claimant filing for a retirement or disability benefit? |
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2. |
Is the claimant first eligible after 1985 for the Social Security retirement or disability benefit? |
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3. |
Is the claimant exempt based on a prior period of disability per RS 00605.360D.3.? |
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4. |
Is the claimant entitled or will be entitled to a pension that is based in whole or in part on non-covered employment after 1956 per RS 00605.362B? |
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5. |
Is the claimant eligible for the exception based on employment per RS 00605.362A.2.? |
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6. |
Is the claimant eligible for the exception based on military reserve service per RS 00605.383? |
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7. |
Is the claimant eligible for the exception based on having 30 years of coverage per RS 00605.362A.1.? |
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8. |
Is the claimant eligible for the exception based on a totalization agreement per RS 00605.386? |
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9. |
Is the claimant receiving the pension in other than a monthly amount? |
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B. Procedure - Determining how WEP is applied
Follow the steps below to determine how WEP is applied:
STEP | ACTION |
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1. |
Is the claimant entitled to the pension at the time of filing for Social Security? |
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2. |
Is the claimant eligible for the phase-in based on age? |
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3. |
Is the claimant eligible for the partial exception based on having 21-29 years of coverage? |
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C. Procedure - determining applicability of guarantee
Does the guarantee apply per RS 00605.370?
If yes, verify the pension amount per RS 00605.370.
If no, accept the claimant's allegation regarding the pension amount and document the file per RS 00605.370.