Follow these steps for reviewing claims in a totalization module:
| Step |
Action |
| 1 |
Review the file for the required applications and evidence listed in GN 01721.205 - GN 01721.215. (See GN 01704.570 for additional instructions for developing and evaluating evidence).
|
| |
|
|
2
|
-
•
Check the file for proof of lag earnings if lag wages or lag self-employment are alleged.
(Proof of lag earnings is required through the quarter of retirement, disability or
death).
-
•
If additional proof is needed, request the FO to obtain it.
|
|
3
|
-
•
Check the file for a U.S. totalization earnings record which can be sent to the Spanish
agency.
-
•
If there is no totalization earnings record in file, request it from OCRO following
the instructions in GN 01704.570.
|
|
4
|
Send the claimant the appropriate Spanish application form following the instructions
in GN 01722.006.
|
| 5 |
When all of the material required above is in file, refer to the guidelines in GN 01722.205 for preparing a claims package for the Spanish agency.
|