TN 2 (01-03)

GN 01727.215 Application for Benefits Under the Portuguese Agreement

A. Policy

An individual who wishes to file for benefits under the agreement with Portugal 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 Portugal or from both countries.

B. Process

1. When the Modernized Claims System (MCS) Version May Be Used

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

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

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

2. When the MCS Version May Not Be Used

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

  • Portuguese benefits only, or

  • U.S. or Portuguese survivors benefits.

A paper or electronic (e-form) SSA-2490-BK application form must be used in these cases. Form SSA-2490-BK is also available through the Totalization Benefits Resource Kit on the Intranet at http://ocoweb.ba.ssa.gov/oio/Totalization/TotResKit.asp

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 Portuguese benefits under the agreement with Portugal.

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 PartI of the paper or electronic (e-form) application Form SSA-2490-BK.

2. Portuguese Benefits Only (Regular or Totalization)

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

3. Portuguese 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. Survivor Claims

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

NOTE: Form SSA-2490-BK is available through the Totalization Benefits Resource Kit on the Intranet at http://ocoweb.ba.ssa.gov/oio/Totalization/TotResKit.asp

D. Procedure entering workers name

Enter the workers complete name in item 1(a) of Form SSA-2490-BK. If the worker is Portuguese, the name will be shown on an official Portuguese document such as a passport or identity card. In the event the workers name will not fit in item 1(a) of Form SSA-2490-BK, use the “Remarks” section.

E. Procedure cause of disability

If the person is claiming disability benefits from Portugal, enter in the “Remarks” section of Form SSA-2490-BK whether or not the claimants disability resulted from a job-related injury. (Portugal needs this information to determine if the claim should be paid under workers compensation rather than the disability program.)

F. References

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

  • Completing the paper or electronic (e-form) Form SSA-2490-BK,