1.

Is the claimant filing for a retirement or disability benefit?

• If Yes, go to STEP 2.

• If No, WEP does not apply.

2.

Is the claimant first eligible after 1985 for the Social Security retirement or disability benefit?

• If yes, go to STEP 3.

• If no, WEP does not apply.

3.

Is the claimant exempt based on a prior period of disability per RS 00605.360D.3.?

• If yes, WEP does not apply. Code MBR with WEP exclusion “B.”

• If no, go to STEP 4.

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?

• If Yes, go to Step 5.

• If No, WEP does not apply. Code MBR with WEP exclusion “B.”

5.

Is the claimant eligible for the exception based on employment per RS 00605.362A.2.?

• If Yes, WEP does not apply. Code MBR with WEP exclusion “C.”

• If No, go to Step 6.

6.

Is the claimant eligible for the exception based on military reserve service per RS 00605.383?

• If Yes, WEP does not apply. Code MBR with WEP exclusion “G.”

• If No, go to Step 7.

7.

Is the claimant eligible for the exception based on having 30 years of coverage per RS 00605.362A.1.?

• If Yes, WEP does not apply. Code MBR with WEP exclusion “A” .

• If No, complete Form, SSA-150 and go to Step 8.

8.

Is the claimant eligible for the exception based on a totalization agreement per RS 00605.386?

• If Yes, WEP does not apply. Complete Form SSA-308 and code MBR with WEP exclusion “O.” Annotate “Special Message” field that WEP exclusion due to totalization agreement.

• If No, go to Step 9.

9.

Is the claimant receiving the pension in other than a monthly amount?

• If Yes, develop per RS 00605.364C.

• If No, go to RS 00605.367B.

1.

Is the claimant entitled to the pension at the time of filing for Social Security?

• If Yes, follow instructions per RS 00605.366C and go to STEP 2.

• If No, diary for date of concurrent entitlement per RS 00605.366A.2.

2.

Is the claimant eligible for the phase-in based on age?

• If Yes, apply WEP per RS 00605.360C.4. and go to STEP 3.

• If No, go to STEP 3.

3.

Is the claimant eligible for the partial exception based on having 21-29 years of coverage?

• If Yes, apply the first factor per RS 00605.362A.1.b. and go to RS 00605.367C.

• If No, go to RS 00605.367C.