Initial claims packages are prepared to request Portuguese coverage certifications
and to inform the Portuguese agency about claims for Portuguese benefits. (See GN 01727.205 - GN 01727.215, for the application and evidence required for the package.)
If there is potential entitlement to U.S. totalization benefits, prepare an SSA-2960-U3-PE
to request the Portuguese coverage certification.
If there is a claim for Portuguese benefits, prepare a claims package including:
U.S. totalization earnings record;
medical evidence from OIO's files, if the Portuguese claim is for disability benefits;
evidence submitted for the Portuguese claim.