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  1. C

    WEP questions

    both ? Sorry about that - I guess a little of both :) Just seems illogical to me that if it is a lump sum retirement and I guess it appears that it is , then if I could have taken it prior to 1986 with 10 years then I would be exempt . If they meant to clarify by adding " must be at least 55...
  2. C

    WEP questions

    lump sum I was looking at it like this - if I took a lump sum retirement at age 34 but was eligible to take it after 10 years then that would have been 1980 , well before 1986 . But it looks like you are saying that I would have had to be at least 55 to be " eligible " to take that lump sum...
  3. C

    WEP questions

    thanks Thanks for replying , Tadpole . Yes, I am afraid that will be the case . But to me ,I did forfeit the pension because I withdrew the money in a lump sum which was only $14000 and I would have had to wait 21 years to get the pension as I was only 34 at the time . AND all the...
  4. C

    WEP questions

    I worked for a state agency for 16 years , leaving there in 1986 and taking out my contributions in 1987 . Therefore , technically , I never will get a pension . I recently applied for SS to begin at age 62 and a few months and was told by the SS rep that I may be subject to the WEP which...
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