TN 4 (04-01)

GN 01709.215 Application for Benefits under the Swiss Agreement

A. Policy

An applicant filing for benefits under the agreement with Switzerland must complete Form SSA-2490-BK (Application for Benefits Under a U.S. International Social Security Agreement). This is true whether the applicant is filing for benefits only from the U.S., only from Switzerland or from both countries.

B. Process

The SSA-2490-BK is available through the modernized claims system (MCS), but the MCS version may only be used when the number holder (NH) is filing for

  • U.S. retirement or disability Totalization benefits alone, or

  • U.S. retirement or disability benefits (regular or Totalization) and concurrently for Swiss benefits.

The MCS version of the SSA-2490-BK may not be used to file for

  • Swiss benefits only, or

  • U.S. or Swiss survivors benefits.

A paper or electronic SSA-2490-BK application form must be used in the latter cases.

NOTE: It is not necessary to take an SSA-2490-BK in claims for U.S. auxiliary benefits in life cases or in survivor cases where there was a previously approved award in a life case since this application would have been completed previously in connection with the NH's claim.

C. Procedure -- Required applications

Use the following information to determine which applications must be completed when taking claims for U.S. Totalization benefits and/or Swiss benefits under the agreement with Switzerland.

1. U.S. Totalization benefits only

a. Retirement or disability claims

In retirement or disability claims, complete the appropriate retirement or disability benefit MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011 ), and the SSA-2490 screens (see MSOM MCS 007.001 ).

b. Survivors claims

In survivors claims, complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011 ), and Part I of the paper or electronic (e-form) application Form SSA-2490-BK.

2. Swiss benefits only (Regular or Totalization)

Claims for Swiss benefits only (regular or Totalization) are MCS exclusions. Complete Parts I and II of the paper or electronic (e-form) application Form SSA-2490-BK.

3. Swiss benefits (Regular or Totalization) and U.S. (Regular or Totalization) benefits

a. Retirement or disability claims

In retirement or disability claims, complete the appropriate retirement or disability benefit MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011 ) and the SSA-2490 screens (see MSOM MCS 007.001 ).

b. Survivors claims

In survivors claims, complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011 ) and Parts I and II of the paper or electronic (e-form) application Form SSA-2490-BK.

D. References

Completing the SSA-2490 on MCS, MSOM MCS 007.001

Completing the paper application Form SSA-2490-BK, GN 01702.110

Forwarding foreign application to Office of International Operations, GN 01702.310C.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201709215
GN 01709.215 - Application for Benefits under the Swiss Agreement - 03/11/2014
Batch run: 03/11/2014
Rev:03/11/2014