TN 3 (03-97)
Initial claim packages are prepared to request German coverage records and to inform
the German agencies about claims for German benefits. (See GN 01708.205 for the applications and evidence required for the packages.)
If there is potential entitlement to U.S. totalization benefits, prepare an SSA-2960-U3-GE
to request the German coverage record.
If there is a claim for German benefits, prepare a claims package including:
U.S. totalization earnings record,
Evidence submitted for the German claim,
Medical evidence from anywhere in SSA's files, if the German claim is for disability
benefits (See GN 01708.310),
Application form D/USA 1, (Application for Insurance Benefits from the German Pension
Insurance) or form D/USA 2, (Application for Survivor's Benefits from the German Pension
Insurance) affixed with the DIO stamp and annotated with the protective filing date
in the “For Office Use Only” block on the last page or form D/USA ZA (Application for Retroactive Payment of Contributions,
Insurance Benefits or Survivors' Benefits) affixed with the DIO stamp and annotated
with the protective filing date in the blank space on the last page.