BASIC (01-94)

GN 01722.205 How OIO Prepares Claims Packages for Claims Filed Outside Spain

A. Introduction

Claims packages are prepared to request Spanish coverage records and to inform the Spanish agencies about claims for Spanish benefits. (The application and evidence required for the packages are described in GN 01721.205 - GN 01721.215 and GN 01722.006).

B. Procedure

Use these instructions for preparing claims packages.

1. U.S. Claim

Prepare a claims package only if a Spanish coverage record is needed. Include the following:

  • Liaison form SSA-2960-U3-SP.

  • Form E/USA 2 (Statement of Working Life).

  • Spanish Navigation Book (if it was submitted with form E/USA 2).

2. U.S. and Spanish or Spanish Claim Only

Prepare a claims package that includes:

  • Liaison form SSA-2960-U3-SP.

  • U.S. totalization earnings record

NOTE: Enter “form USA/E4” in the upper right hand corner of the earnings record.

  • Form E/USA (Spanish Application Form)

  • Spanish Navigation Book (if it was submitted with form E/USA).

  • Medical evidence from OIO files if the Spanish claim is for disability benefits.

  • Any additional evidence that the claimant has submitted for the Spanish claim.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201722205
GN 01722.205 - How OIO Prepares Claims Packages for Claims Filed Outside Spain - 04/02/2014
Batch run: 04/02/2014
Rev:04/02/2014