CSRS Offset


Q. Does the Windfall Elimination Provision apply to anyone in CSRS Offset who is 55 or older and has 30-plus years of service upon retirement?

A.  The windfall elimination provision applies to anyone who receives an annuity — in whole or part — from a retirement system where he didn’t paid Social Security taxes and has fewer than 30 years of substantial earnings under Social Security.  Anyone who is covered by CSRS Offset has at least five years of pure CSRS service in his work history, so the WEP applies.


About Author

Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to fedexperts@federaltimes.com.

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