TN 2 (03-04)

GN 01702.120 Summary of Required Application Forms for U.S. Or Foreign Benefits Under a Totalization Agreement

A. Introduction

The application form(s) that an applicant must file will vary depending on the type of benefit claimed (i.e. regular or Totalization) and the country from which benefits are claimed.

B. List Of required applications

The following chart lists the application forms that must be completed when the applicant is filing in a U.S. field office. Foreign Service Posts should follow the instructions in the subchapters dealing with the specific agreements when determining which application form to take.

Note: All application forms listed in the chart are available through the Totalization Benefits Resource Kit on the Intranet at http://ocoweb.ba.ssa.gov/oio/Totalization/TotResKit.asp

Applicant is Filing For

Agreement

With

U.S. Totalization Benefit Only

U.S. Totalization & Foreign Benefit

Foreign Benefit Only

1. Australia

SSA-2490-BK (Part I only) and appropriate RSDI application(s)

SSA-2490-BK (Part I only), AUS/USA 4 and Form Mod (i) (see GN 01743.220) and appropriate RSDI application(s)

AUS/USA 4 and Form Mod (i) (see GN 01743.220)

2. Canada

SSA-2490-BK (Part I only) and appropriate RSDI application(s)

SSA-2490-BK (Part I only), CDN/USA 1 and/or QUE/USA1 (see GN 01715.225 or GN 01715.230) and appropriate RSDI application(s)

CDN/USA 1 and/or QUE/USA 1 (see GN 01715.225 or GN 01715.230)

3. Czech Republic

SSA-2490-BK (Park I only) and appropriate RSDI application(s)

SSA-2490-BK (Part I only), CZ/USA 202 (see GN 01749.220) and appropriate RSDI application(s)

CZ/USA 202 (see GN 01749.220)

4. South Korea

SSA-2490-BK (Part I only) and appropriate RSDI application(s)

SSA-2490-BK (Part I only), KOR/USA 1 (see GN 01741.220) and appropriate RSDI application(s)

KOR/USA 1 (see GN 01741.220)

5. Japan

J/USA 4 (see GN 01745.215) and appropriate RSDI application(s)

J/USA 4 (see GN 01745.215) and the appropriate Japanese application form (see GN 01745.220) and appropriate RSDI application(s)

Appropriate Japanese application form (see GN 01745.220)

6. Spain

SSA-2490-BK (Part I only) and appropriate RSDI application(s)

SSA-2490-BK (Part I only), E/USA (see GN 01721.220) and appropriate RSDI application(s)

E/USA (see GN 01721.220)

7. All Other

Countries

SSA-2490-BK (Part I only) and appropriate RSDI application(s)

SSA-2490-BK (Parts I and II) and appropriate RSDI application(s)*

SSA-2490-BK (Parts I and II)*

* Some countries require that an applicant also complete an additional special application for foreign benefits. When such an application is required, it is mailed directly to