BASIC (02-02)

GN 01740.005 How the Totalization Module Reviews Claims Filed in a Field Office (FO)

A. Procedure

Follow these steps for reviewing claims in the totalization module:

  • Review the file for the required applications and evidence listed in GN 01739.205 GN 01739.220.

  • If the person is filing for Chilean benefits, mail the Chilean application Form CHI/USA 1 (Pension Request – Worker) or CHI/USA 2 (Survivor Pension Request) to the applicant. Instruct the applicant to complete the application form and send it directly to the appropriate Chilean agency. Refer to the guidelines in GN 01740.025 to determine the correct Chilean agency and provide a pre-addressed envelope for the applicant.

Note: The Chilean applications may be printed from the SSA Totalization Forms section of the Totalization Resource Kit.

  • Check the file for a U.S. totalization earnings record that can be sent to the Chilean agency. If one is not in file, request it from OEO following the instructions in MSOM ICERS 001.001.

  • When all required material is in file, refer to the guidelines in GN 01740.205 GN 01740.210 for preparing a claims package for the Chilean agency.

B. References

FO and FSP Development, GN 01702.001 GN 01702.525

Applications and Evidence for Chilean Agreement, GN 01739.205 GN 01739.220.

Chilean Liaison Agencies, GN 01740.025


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201740005
GN 01740.005 - How the Totalization Module Reviews Claims Filed in a Field Office (FO) - 04/29/2014
Batch run: 04/29/2014
Rev:04/29/2014