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
OIO-Totalization
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:

  • any month in a calendar quarter that is already credited as a U.S. QC; or

  • more than 4 QCs for any calendar year.

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.

D. References

  • 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


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