Getting rid of WEP and GPO?

"Gossip" online is that SS will issue back-pay benefit before Trump takes office.

I will believe that when it hits my checking account.
 
"Gossip" online is that SS will issue back-pay benefit before Trump takes office.

I will believe that when it hits my checking account.
Nice rumor but there's no physical way they could figure everyone's account out that fast. I'm guessing most people will be looking at months from now.
 
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Just checked online and the young wife' applications is listed as at Step 2. It says most people's review takes 30 days.
 
Nice rumor but there's no physical way they could figure everyone's account out that fast. I'm guessing most people will be looking at months from now.
You are most likely correct. Also, this entails different situations: simple spousal claims, then there are survivor claims, then there are those who filed for retirement benefits and are a reduced benefit situation, or combinations, etc. Between GPO and WEP situations it could take awhile to get this ironed out. I did read a week or so ago someone state it could take 6-12 months, although it would seem some situations could be resolved more easily than others. This apparently involves 3+million people, some records going back decades which will have a 1 year retro or more. There will likely be lists to compile, assign out to offices, system changes, etc.

Such being the case, I chose to get the intent to file documented immediately since by the time this gets rolled out there could be 6-12 months of retro involved?
 
In this example, Person A gets a nice size pension, and because of SS bend points, gets reduced SS. WEP is fair. It's those who have been "affected" who feel that it is unfair.
I'm a retired federal employee. 67 yrs old and am affected by the WEP. Through employment during and after high school, plus 4 1/2 yrs on active duty, I managed to accumulate 40 credits/quarters. Also during 29 yrs as an Air Reserve Reservist, SS was withheld from my Reserve pay, although not a huge amount. It was proportionate though. I did qualify & receive a reduced SS, along with both my federal pensions. My fed civil service retirement is under the old CSRS system and as a fed employee, no SS was withheld from my pay. So...after Medicare Part B, I receive $199 per month Social Security. I'm not complaining. I actually think that's fair. I'm not expecting the new WEP legislation to give me anything more.
 
Just checked online and the young wife' applications is listed as at Step 2. It says most people's review takes 30 days.
Mine says that as well. About 70 days and counting. (I initially applied to start SS back in September before the bill was out of committee I think). I was just pleased to make it to step 2 in November.

Much will depend on the workload I think on the local office dealing with applicants’ claims.
 
Good news it sounds like. I filed for spousal benefits on Monday, Jan. 6th and it's currently at step 2 awaiting processing from the Richmond, CA office. I assume I'll get a phone call at some point. Hopefully people like ourselves will start posting changes to their applicant process so we all know what to look for.
UPDATE - In speaking with the General national SS rep, I was informed that I should contact my local SS office re my Spousal application. I did and I asked if my application could be transferred to the local office for processing. The rep was extremely responsive and contacted the person processing the application in Richmond, CA. After about 20 minutes on the phone, the transferred was completed and I now had a contact person to reach out to locally during this process.

After taking a look at my application, she indicated that everything looked fine except she needed to see the our marriage certificate. I asked if I could just bring it into the office to keep the process moving...no problem. She set up an appointment for later this week. Additionally, she suggested that I might want to consider having benefits start in January as opposed to February since there would only be a few dollars difference in benefits. Great!

As far as what to expect during this process, she said I would probably receive a letter in a week denying benefits based on my own work record, because I don't have enough credits. In about 2-3 weeks, I should receive a letter approving my Spousal benefit application. I might even receive a deposit in February!

Sounds too good to be true. I'm remaining positive, but wouldn't be surprised if there is a hiccup or two along the way. Keeping my fingers crossed! 🙂
 
UPDATED UPDATE:

Just checked status online. As expected, application for benefits based on my own record has been denied. My application for spousal benefits is in Stage 2 of 3 with review being conducted by a rep at my local office.
 
"Gossip" online is that SS will issue back-pay benefit before Trump takes office.

I will believe that when it hits my checking account.
Eliminating WEP reductions would be trivial, fixing PPO claims would be more complex.
 
UPDATE - In speaking with the General national SS rep, I was informed that I should contact my local SS office re my Spousal application. I did and I asked if my application could be transferred to the local office for processing. The rep was extremely responsive and contacted the person processing the application in Richmond, CA. After about 20 minutes on the phone, the transferred was completed and I now had a contact person to reach out to locally during this process.

After taking a look at my application, she indicated that everything looked fine except she needed to see the our marriage certificate. I asked if I could just bring it into the office to keep the process moving...no problem. She set up an appointment for later this week. Additionally, she suggested that I might want to consider having benefits start in January as opposed to February since there would only be a few dollars difference in benefits. Great!

As far as what to expect during this process, she said I would probably receive a letter in a week denying benefits based on my own work record, because I don't have enough credits. In about 2-3 weeks, I should receive a letter approving my Spousal benefit application. I might even receive a deposit in February!

Sounds too good to be true. I'm remaining positive, but wouldn't be surprised if there is a hiccup or two along the way. Keeping my fingers crossed! 🙂
Does your worker understand you are a WEP/GPO case subject to the recent law change? Did she ever ask questions about any gov't pension? Did she mention if they have received instructions on the rollout of the new law? Did she ask about your retroactive choice?

I ask because, as mentioned upstream, my case (spousal) was "approved" but went into "suspended" status due to gov't pension, with a 0.00 benefit payable at this time. Just curious because the only way it would seem possible to pay a benefit now would be if she did not enter the gov't pension data now at all, or if the gov't pension is low enough to not totally negate the spousal soc sec benefit (in which case a benefit could have been paid before now)?
 
UPDATE - In speaking with the General national SS rep, I was informed that I should contact my local SS office re my Spousal application. I did and I asked if my application could be transferred to the local office for processing. The rep was extremely responsive and contacted the person processing the application in Richmond, CA. After about 20 minutes on the phone, the transferred was completed and I now had a contact person to reach out to locally during this process.

After taking a look at my application, she indicated that everything looked fine except she needed to see the our marriage certificate. I asked if I could just bring it into the office to keep the process moving...no problem. She set up an appointment for later this week. Additionally, she suggested that I might want to consider having benefits start in January as opposed to February since there would only be a few dollars difference in benefits. Great!

As far as what to expect during this process, she said I would probably receive a letter in a week denying benefits based on my own work record, because I don't have enough credits. In about 2-3 weeks, I should receive a letter approving my Spousal benefit application. I might even receive a deposit in February!

Sounds too good to be true. I'm remaining positive, but wouldn't be surprised if there is a hiccup or two along the way. Keeping my fingers crossed! 🙂
Thanks for that info. It's nice to hear that receiving a denial letter is normal at first. That would have set me off! Luckily in my case I'm in no hurry to start getting benefits, up until a couple of weeks ago I never thought I'd get anything anyway.
 
UPDATE -

After taking a look at my application, she indicated that everything looked fine except she needed to see the our marriage certificate. I asked if I could just bring it into the office to keep the process moving...no problem.
I'm curious about the marriage certificate. Do you know if the original one from the wedding, signed by the officiant and witnesses, will be accepted? Or do you have to show an official one from the courthouse?

I'm assuming DH is going to have to do the same thing.
 
I'm curious about the marriage certificate. Do you know if the original one from the wedding, signed by the officiant and witnesses, will be accepted? Or do you have to show an official one from the courthouse?

I'm assuming DH is going to have to do the same thing.
I'm taking an official one with the official stamp from the County Registrar-Recorders Office. I would think they would need legal proof of marriage. I'll confirm after my appointment.
 
I'm curious about the marriage certificate. Do you know if the original one from the wedding, signed by the officiant and witnesses, will be accepted? Or do you have to show an official one from the courthouse?

I'm assuming DH is going to have to do the same thing.
These might be helpful:


 
Does your worker understand you are a WEP/GPO case subject to the recent law change? Did she ever ask questions about any gov't pension? Did she mention if they have received instructions on the rollout of the new law? Did she ask about your retroactive choice?

I ask because, as mentioned upstream, my case (spousal) was "approved" but went into "suspended" status due to gov't pension, with a 0.00 benefit payable at this time. Just curious because the only way it would seem possible to pay a benefit now would be if she did not enter the gov't pension data now at all, or if the gov't pension is low enough to not totally negate the spousal soc sec benefit (in which case a benefit could have been paid before now)?
Answers to your questions: 1) Yes; 2) Yes (she asked if I had one but understood that the question is no longer relevant. She didn't ask for an amount); 3) No; and 4) No, other than to say that it might be advantageous to request that benefits start in January rather that February.

I applied "after" the bill was signed into law by President Biden. I'm not sure if the issue of retro would come into play in my instance, since I had never applied for spousal benefits in the past AND I applied after the GPO provisions were officially repealed. I think it might be different IF I had applied, let say in August 2024, and been denied because of GPO. In that case, I might be eligible for some sort of retro benefits.

In any event, I'll find out more after my appointment. To be honest, I'm just happy that I'll be getting what's fair and that I will be getting " benefits" as opposed to get a big fat "$0.00" which has been the case for years. Good luck with your spousal benefits journey!
 
Answers to your questions: 1) Yes; 2) Yes (she asked if I had one but understood that the question is no longer relevant. She didn't ask for an amount); 3) No; and 4) No, other than to say that it might be advantageous to request that benefits start in January rather that February.

I applied "after" the bill was signed into law by President Biden. I'm not sure if the issue of retro would come into play in my instance, since I had never applied for spousal benefits in the past AND I applied after the GPO provisions were officially repealed. I think it might be different IF I had applied, let say in August 2024, and been denied because of GPO. In that case, I might be eligible for some sort of retro benefits.

In any event, I'll find out more after my appointment. To be honest, I'm just happy that I'll be getting what's fair and that I will be getting " benefits" as opposed to get a big fat "$0.00" which has been the case for years. Good luck with your spousal benefits journey!
Thanks for the info. Please post an update after your appointment, especially about if the worker knows anything about how this process will roll out and the timeframes.
 
Why is it that SS is telling people that their Spousal SS application is being denied but then turn around weeks later and approve it? Seems confusing with an already to confusing system. I'm glad another member already warned me about that one though.
 
Why is it that SS is telling people that their Spousal SS application is being denied but then turn around weeks later and approve it? Seems confusing with an already to confusing system. I'm glad another member already warned me about that one though.
While it would seem that some cases could be denied for failure to provide documentation, I think what might be happening--and happened in my case--is that the spousal claim was not "denied" but rather actually "approved" and then "suspended" to a 0.00 benefit amount due to the gov't pension amount. This sounds also like what happened as described in the prior post by Dreamer.

My opinion is that some of this could have been avoided by simply not entering the gov't pension amount for any spousal or survivor claim processed after the signing of the law, since after that point in time it cannot be counted. However, I guess there must be more to it.
 

This letter was sent to Social Security Acting Commissioner asking a response by January 17, 2025.

Also, I never had to show our marriage certificate, since my DH had said that we were married when he filed for social security benefits. I believe that I filed for spouse's benefits in 2017 and was approved, but my benefit amount was 0.00 due to GPO.
Thanks for this excellent info. I'm glad to see they are on it and this congressional request should hopefully get some action. Please update the group if any further action is announced.
 
Why is it that SS is telling people that their Spousal SS application is being denied but then turn around weeks later and approve it? Seems confusing with an already to confusing system. I'm glad another member already warned me about that one though.
If you're referring my thread, what I was referring to was a denial of an application for retirement benefits under "my own" work record. In applying for spousal benefits, the SSA automatically processes the application as an application for retirement benefit under your own work record too. I had never applied for "retirement" benefits. Since I didn't have 40 credits, that portion of the application was denied.
 
Thanks for the clarification, as you know this stuff gets more confusing everyday. Hopefully in my case it'll be straight forward. Time will tell....
 
So close! Surprisingly the regional SS office called me today but unfortunately it went to voice mail because I was away from my phone. I'm currently in Step 2 of the spousal benefit application process so I assume this call was to complete the final phase which is Step 3. This would be day 10 since I applied so I'm more than surprised it could happen this fast. I returned his call and left a voice mail for him to hopefully call me back on Friday. Fingers crossed.
 
I paid 7% into the CSRS pension fund for 34 years. The rest of my working life, I paid into SS. Due to the WEP, my CSRS pension wipes out the SS that would otherwise be due to me. The GPO also prevents me from getting a spousal SS survivor benefit, should I ever remarry. I don't see why this is especially fair. Particularly since SS is treated favorably for tax purposes, whereas my pension is fully taxed as ordinary income.

Anyway, I doubt the new law will change anything for me. It would be too expensive, and the Treasury is in trouble as it is. And I'm unlikely to remarry. They don't make 'em like Mr. A. any more.
 
I paid 7% into the CSRS pension fund for 34 years. The rest of my working life, I paid into SS. Due to the WEP, my CSRS pension wipes out the SS that would otherwise be due to me. The GPO also prevents me from getting a spousal SS survivor benefit, should I ever remarry. I don't see why this is especially fair. Particularly since SS is treated favorably for tax purposes, whereas my pension is fully taxed as ordinary income.

Anyway, I doubt the new law will change anything for me. It would be too expensive, and the Treasury is in trouble as it is. And I'm unlikely to remarry. They don't make 'em like Mr. A. any more.
No, you now qualify for 100% of what ever SS amount you've earned, government pension or not. And if you've already taken the smaller SS amount you'll get reimbursement of that different retroactive to January 1, 2024. I also don't believe SS will be going bankrupt, to many political jobs are at stake.
 
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