TN 2 (09-85)

GN 01704.815 U.S. Monthly Benefit Information for INPS

A. General

Send INPS U.S. monthly benefit information whenever an INPS office requests it and in accordance with GN 01704.715 B.2. The remark “importo e decorrenza pensione U.S.A.” on a Form IT/USA 2 is a request for benefit information.

B. Completing U.S. monthly benefit amount data

  1. If there is a copy of the award form (SSA-101-U3) in the folder, see chart A.

  2. If there is a copy of a Form SSA-2417-C1 (Determination of Benefit Rights) in the folder, see chart B.

  3. If there is only an MBR in the folder, see chart C.

    Note: If BETs have any questions concerning the data which should be entered on the Forms IT/USA 3, they should consult CAs, BAs or CATAs.

CHART A.—Based on form SSA-101-U3 (Determination of Award)

 

Monthly pension amount payable under United States legislation.

Pensione mensile da concedere in base alla legislazione statunitense.

     
       (a)       (b)       (c)       (d)       (e)
Full name of
beneficiary
Relationship to workerPayable fromMonthly amount based on U.S. periods of coverage onlyMonthly amount based on article 9.2 of the Agreement (Pro rata factor = 1)
Cognome e nome del beneficiarioRelazione di
parentela con il
lavoratore
DecorrenzaImporto mensile erogabile sulla base dei soli periodi di assicurazione statunitensiImporto mensile erogabil in virtu dell articolo 9.2 dell'Accordo (Fattore pro rata = 1)
     
    
Enter name(s) as shown in item 6 under “Name of Claimant.”Determine relationship to worker (see SM 00550.010)Enter date(s) from the later of either 11/78 or MOEN.Enter amount(s) which correspond to date(s) shown in item “6. BEN AMT.” of the SSA-101-U3. If the amount(s) differ from the MBA, enter the amount actually paid or “000” if nothing was paid, in parentheses immediately following “BEN AMT.” Explain the reason for the difference; e.g., “partial payment work.”
    
     
    Complete this column if item 5 of the Form SSA-101-U3 shows PIA type “k” (totalization benefits awarded).
     
    
   MBC can be found written in red on 3” ×5” attached to the Form SSA-101-U3 or on the Form SSA-L3925.
    

CHART B.—Based on form SSA-2417 (Determination of benefit rights)

 

Monthly pension amount payable under United States legislation.

Pensione mensile da concedere in base alla legislazione statunitense.

     
       (a)       (b)       (c)       (d)       (e)
Full name of
beneficiary
Relationship to workerPayable fromMonthly amount based on U.S. periods of coverage onlyMonthly amount based on article 9.2 of the Agreement (Pro rata factor = 1)
Cognome e nome del beneficiarioRelazione di
parentela con il
lavoratore
DecorrenzaImporto mensile erogabile sulla base dei soli periodi di assicurazione statunitensiImporto mensile erogabile in virtu dell articolo 9.2 dell'Accordo (Fattore pro rata = 1)
     
Enter name(s) as shown in RID 4 under “NAME.”Determine relationship to worker. (See SM 00550.010.)Enter date(s) from the later of either 11/78 or MOEN.Monthly amounts are found in RID 4 under “BEN AMT.” Enter the amount(s) which correspond to the date(s) shown in column “(c)”.N/A
     

CHART C.—Based on MBR (SEE SM 00510)

 

Monthly pension amount payable under United States legislation.

Pensione mensile da concedere in base alla legislazione statunitense.

     
       (a)       (b)       (c)       (d)       (e)
Full name of
beneficiary
Relationship to workerPayable fromMonthly amount based on U.S. periods of coverage onlyMonthly amount based on article 9.2 of the Agreement (Pro rata factor = 1)
Cognome e nome del beneficiarioRelazione di
parentela con il
lavoratore
DecorrenzaImporto mensile erogabile sulla base dei soli periodi di assicurazione statunitensiImporto mensile erogabile in virtu dell articolo 9.2 dell'Accordo (Fattore pro rata = 1)
     
See SM 00510.150 B.See SM 00510.150 A. and SM 00550.010.See SM 00510.150 E.See SM 00510.310 E. and SM 00510.310 G.N/A
  Enter date(s) from the later of 11/78 or MOEN.  
     

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201704815
GN 01704.815 - U.S. Monthly Benefit Information for INPS - 09/24/2014
Batch run: 09/24/2014
Rev:09/24/2014