TN 2 (10-97)

GN 01719.215 Application for Benefits Under the U.K. Agreement

A. Policy

An applicant filing for benefits under the agreement with the United Kingdom 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 United States, only from the United Kingdom or from both countries.

The SSA-2490 is available through MCS, but the MCS version may only be used when the 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 U.K. benefits.

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

  • U.K. benefits only, or

  • U.S. or U.K. survivors benefits.

A paper 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 since this application would have been completed previously in connection with the NH's claim.

B. Procedure - Required applications

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

1. U.S. Totalization benefits only

a. 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

Complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011), and Part I of the paper application form SSA-2490-BK.

2. U.K. regular or Totalization benefits only

These claims are MCS exclusions. Complete Parts I and II of paper application Form SSA-2490-BK.

3. U.K. benefits (regular or Totalization) and U.S. (regular or Totalization) benefits

a. 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

Complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011), and Parts I and II of the paper application form SSA-2490-BK.

C. References

  • Completing the SSA-2490 on MCS, MSOM MCS 007.001

  • Completing the paper Form SSA-2490-BK, GN 01701.110

  • Forwarding foreign applications to OIO, GN 01702.310


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201719215
GN 01719.215 - Application for Benefits Under the U.K. Agreement - 03/31/2014
Batch run: 03/31/2014
Rev:03/31/2014