Additional entitlement factors for Chilean retirement claims are:

• •

  marital status;

• •

  family composition;

• •

  dates of birth of all family members; and

• •

  disability status of family members.

NOTE: Although Chile does not pay dependents benefits under the new system, Chile considers the family composition to calculate the benefit. The balance of this account must also provide for future survivors benefits.

Additional entitlement factors for Chilean survivor’s claims are:

• •

  date of death of the worker;

• •

  date of marriage if spouse claimed benefits ;

• •

  spouses disability status if they claimed benefits;

• •

  age and relationship of child if child's benefit claimed;

• •

  funeral expenses if funeral grant is claimed; and

• •

  proof of support in claims for benefits to the worker's parent, grandparent or the unwed parent of the worker's biological children.

The additional entitlement factor for Chilean disability claims is the degree of disability (medical evidence).

If the applicant requests guidance on the type of evidence to submit, see the following:

• •

  For proof of ages, see GN 00302.000

• •

  For proof of death, see GN 00304.000

• •

  For proof of marital relationship, see GN 00305.000

• •

  For proof of parent and child relationship, see GN 00306.000

• •

  For proof of support, see RS 01301.000

The process to accept evidence is as follows:

1. a. 

   accept any evidence the applicant submits;

2. b. 

   if the applicant does not want to release an original document, photocopy the evidence and certify the copy, see GN 00301.105;

3. c. 

   do not hold claims for Chilean benefits for prolonged periods pending receipt of evidence;

4. d. 

   if an applicant is unable to obtain the necessary evidence within a reasonable time, transmit the claim without the evidence to the Division of International Operations (DIO) using the following address:

   Social Security Administration
   
   DIO- Totalization
   
   P.O. Box 17769
   
   Baltimore, Maryland 21235-7769 and;
5. e. 

   inform the applicant that the responsible Chilean agency will contact them directly to obtain any necessary evidence to make a determination.

Document the Chilean benefit claim file to indicate any factor of entitlement previously verified for the U.S. claim.

Electronically send a certified photocopy of the relevant evidence with the Chilean claim to DIO if sending the concurrent Title II claim to a Program Service Center (PSC) other than DIO.

Obtain the NH’s U.S. earnings record in all claims for Chilean benefits:

1. a. 

   Obtain the earnings record of the NH's U.S. coverage in all claims for Chilean benefits;

2. b. 

   When the applicant files for both U.S. and Chilean benefits, complete the modernized claims system (MCS) screens. The MCS screens automatically generate a separate earnings record for the Chilean claim;

3. c. 

   When a claimant files for Chilean benefits only, (a complex MCS exclusion), request an Informational/Certified earnings record (ICER) per MSOM ICER 001.004.

4. d. 

   Obtain proof of lag earnings (unposted paid earnings in the current and preceding year) if U.S. covered work in the lag period is alleged and the applicant is filing for any Chilean benefit.

See Also:

• •

  For proof of lag wages, see RS 01404.005 through RS 01404.018

• •

  For proof of lag self-employment income, see RS 01804.100

1. a. 

   Accept any medical evidence the applicant submits when the claim is for Chilean benefits only. Do not attempt to secure evidence for the applicant or offer advice as to what types of evidence Chile may need.

2. b. 

   Send any medical evidence submitted and the claims file to DIO at the following address:

   Social Security Administration
   
   DIO-Totalization
   
   P.O. Box 17769
   
   Baltimore, Maryland 21235-7769
3. c. 

   Transmit the file without medical evidence, if it is not readily available and advise the applicant that the Chilean agency will contact them directly to obtain any evidence they may need.

Follow the instructions in GN 01702.400 through GN 01702.415 to process claims for Chilean disability benefits and concurrent Title II disability claims.