TN 2 (05-11)
GN 01733.120 U.S. Totalization Benefits under the Luxembourg Agreement
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 Luxembourg Social Security system can be added to the U.S. coverage to permit the NH (or any dependent or survivor) to qualify for U.S. totalization benefits.
A. Adjudicating the claim
1. Field office responsibilities
Field offices (FOs) must process an initial insured status denial (see GN 01702.310 – GN 01702.525), when the worker has at least six (6) QC's but is not insured based on U.S. coverage alone. When the FO processes the initial denial, the action automatically sends a notice informing the applicant that they do not meet insured status based on U.S. coverage alone, and that SSA is requesting the Luxembourg coverage record.
The FO routes the claim to:Social Security Administration
P.O. Box 17769
Baltimore, MD 21235-7769
For information about processing totalization insured status notices in claims for U.S. benefits, see GN 01702.315.
2. Office of International Operations responsibilities
The Office of International Operations (OIO) requests the Luxembourg coverage record. When received, OIO converts the Luxembourg coverage to quarters of coverage (QCs) and adjudicates the claim.
B. Crediting Luxembourg coverage
SSA credits one U.S. QC for every 3 months or remaining fraction of Luxembourg coverage in a calendar year. (Luxembourg measures their coverage in months). SSA does not give credit for:
C. Computing benefits
When establishing U.S. insured status based on adding U.S. and Luxembourg coverage, SSA computes the amount of the U.S. totalization benefit using the computation method described in GN 01701.200.
GN 01701.200, Totalization Computations
GN 01702.310, Routing of Claims for U.S. Benefits Involving Totalization
GN 01702.315, Processing Totalization Insured-Status Notices in Claims for U.S. Benefits
GN 01702.320, Routing of Claims for Foreign Benefits
GN 01702.325, Summary of Field Office Development and Processing of U.S. Totalization Claims and Foreign Claims (Regular and Totalization)
GN 01702.400, Developing Medical Evidence in Claims for U.S. Totalization Disability Benefits
GN 01702.405, Associating Evidence From Prior Disability Folders
GN 01702.410, Routing of Claims for U.S. Totalization Disability Benefits
GN 01702.415, Development of Medical Evidence and Routing of Claims for Foreign Disability Benefits
GN 01702.420, Disability Determination Services (DDS) Processing of Totalization Claims
GN 01702.500, Filing Appeals of Decisions on U.S. or Foreign Claims
GN 01702.505, Representation of Applicants in Totalization Claims
GN 01702.510, Disclosure of Information to Totalization Agreement Countries
GN 01702.515, Applicability of Annual Earnings Test/Foreign Work Test
GN 01702.520, Status Request and Post-Adjudicative Actions in Totalization Claims
GN 01702.525, Totalization Coding