BASIC (01-94)

GN 01722.005 How OIO Reviews and Completes Claims Taken by a Field Office (FO)

A. Procedure

Follow these steps for reviewing claims in a totalization module:

StepAction
1Review the file for the required applications and evidence listed in GN 01721.205 - GN 01721.215. (See GN 01704.570 for additional instructions for developing and evaluating evidence).
  

2

  • Check the file for proof of lag earnings if lag wages or lag self-employment are alleged. (Proof of lag earnings is required through the quarter of retirement, disability or death).

  • If additional proof is needed, request the FO to obtain it.

3

  • Check the file for a U.S. totalization earnings record which can be sent to the Spanish agency.

  • If there is no totalization earnings record in file, request it from OCRO following the instructions in GN 01704.570.

4

Send the claimant the appropriate Spanish application form following the instructions in GN 01722.006.

5When all of the material required above is in file, refer to the guidelines in GN 01722.205 for preparing a claims package for the Spanish agency.

B. References


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201722005
GN 01722.005 - How OIO Reviews and Completes Claims Taken by a Field Office (FO) - 04/01/2014
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