Do not request IT/USA 5s if the worker on whose record the claim is filed has less
than six U.S. QCs and/or the claimant does not meet all factors of entitlement for
RSDI benefits; i.e., age, relationship, etc.
Prepare claims packages for INPS as outlined below. If the Form SSA-3954-BK-IT is:
1. |
Unrestricted |
2. |
Restricted to benefits from the U.S. |
3. |
Restricted to benefits from ITALY |
a. |
SSA-2960-U5-IT (requesting IT/USA 5) or IT/USA 3** |
a. |
SSA-2960-U5-IT (requesting IT/USA 5)
|
a. |
SSA-2960-U5-IT |
b. |
liaison certificate |
b. |
P/C of SSA-3954-BK-IT |
b. |
liaison certification *(not needed if claimant has never filed for U.S. benefits) |
c. |
student and/or medical evidence, properly certified* |
|
|
c. |
student and/or medical*evidence, properly certified |
d. |
original SSA-3954-BK-IT—prepare P/C for totalization folder |
|
|
d. |
original SSA-3954-BK-IT—prepare P/C for totalization folder |
e. |
SSA-794TR (ER) |
|
|
e. |
SSA-794TR (ER) |
*BETs should include all documents (certified or uncertified) submitted by the claimant
in support of the claim from Italy.
**Request IT/USA 3, if part II, item 2.a. on Form SSA-1279-U3-IT is checked.
Final packages
Prepare a final package for INPS only if totalization benefits are awarded or the
NH is not insured even with Italian earnings. The final package contains:
-
-
b.
Liaison certification form.