I live in Australia. Will the WEP rule apply to my pension?Published: August 1, 2022
Full question: Hi Martha. I have tried the WEP screening tool, but it refers to a totalization agreement that confuses me. Asking this question so I can perhaps talk to a WEP expert in a consultation. I wish to know if the section on this document entitled: “Payments which cannot be used to apply WEP guarantee provision” (specifically the Australia “clause”, which applies to me) can be used/leveraged in an appeal to a recent WEP reduction in my payments? I am in Australia.
If the pension is based only on residency and not on earned income, then it will not affect your Social Security payments. The WEP rule does not apply to these pensions.
For more individualized support, you can speak to an expert here.
All the best,