TN 3 (04-04)
GN 01721.120 U.S. Totalization Benefits under the Spanish Agreement
A. Policy — General
Under the agreement, if a number holder (NH) has at least 6 U.S. quarters of coverage (QCs) but not enough to be insured for regular U.S. benefits, the NH's credits under the Spanish Social Security system can be added to his or her U.S. coverage to permit the NH (or any dependents or survivors) to qualify for U.S. Totalization benefits.
B. Policy — Crediting Spanish coverage
SSA will credit one U.S. QC for each 91 days (or remainder thereof) of Spanish contributions in a calendar year. (Spanish coverage is measured in days of contributions.) However, no credit will be given for:
any day of Spanish contributions prior to 1937, or
any day in a calendar quarter that is already credited as a U.S. QC, or
more than 4 QC’s for any calendar year.
C. Policy — Computing benefits
When U.S. insured status is established based on combined U.S. and Spanish coverage, the amount of the U.S. Totalization benefit will be determined using the computation method described in GN 01701.200.
D. Policy — Adjudication responsibility
1. Field Office Responsibilities
Field offices (FOs) are responsible for processing an initial insured status denial (see GN 01702.315) when the worker has at least 6 QC's but is not insured based on U.S. coverage alone. This denial will produce a notice advising the applicant that insured status is not met based on U.S. coverage alone and that the Spanish coverage record is being requested.
2. Office of International Operations Responsibilities
The Office of International Operations (OIO) will request the Spanish coverage record. When the record is received, OIO will convert the Spanish coverage to QC's and finally adjudicate the claim.