In addition to insured status, evidence of the following are required in support of
an application for Luxembourg benefits. When a person files for U.S. Totalization
benefits under the agreement with Luxembourg, the applicant must submit the same evidence
necessary to establish a claim for regular (non-totalization) retirement, survivors,
or disability insurance benefits. In addition, applicants must submit the evidence
noted in GN 01702.200 - GN 01702.230.
1. Required evidence when filing an application for retirement benefits
When a worker files an application for retirement benefits, obtain the following evidence:
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Worker's date of birth; and
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Worker's Luxembourg insurance number; and
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Marital status, (if spouse's supplement is claimed); and
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Dates of birth of all family members; and
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Age and relationship of child, disability status, and school attendance (if a child's
supplement is claimed); and
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Age, marriage and divorce, (if divorced spouse's benefit is claimed); and
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Age and relationship of parent, (if parent's or spouse's parent's supplement is claimed);
and
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Disability status of all family members.
2. Required evidence when filing an application for survivors benefits
When a person files an application for survivors benefits, obtain the following evidence:
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Worker's Luxembourg insurance number; and
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Worker's date of birth and death; and
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Date of marriage or partnership registration (if surviving spouse/divorced spouse
or surviving registered/dissolved registered partner's benefit claim); and
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Marriage and divorce or legal separation of partnership, (if a divorced surviving
spouse's benefit is claimed); or
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Age and disability status of child or grandchild, (if a child's benefits claimed).
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Surviving spouse's age and disability status; and
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Age or disability status of parents or grandparents (including spouse's parents or
grandparents).
3. Developing evidence in support of an application for disability benefits
Entitlement factors for Luxembourg are based on the degree of the worker's disability.
Take the following actions when developing evidence to support applications for Luxembourg
benefits:
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Worker's date of birth; and
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Worker's Luxembourg insurance number; and
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Degree of disability (medical evidence required).
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Marriage, (if spouse's supplement is claimed); and
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Age, marriage and divorce, (if divorced spouse's benefit is claimed); and
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Age and relationship of child, (if child's supplement is claimed); and
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Age and relationship of parent, (if parent's or spouse's parent's supplement is claimed).