TN 1 (08-02)

GN 01741.130 Refunds of Korean Contributions

A. Policy

U.S. citizens, Korean citizens and former Korean citizens can obtain a refund of contributions to the Korean Social Security system, referred to as a lump sum benefit, if they have less than 10 years of Korean coverage and have:

  • Attained age 60, or

  • Lost Korean nationality, or

  • Permanently emigrated from Korea, or

  • Died (in which case survivors could file).

B. Process

U.S. citizens, Korean citizens and former Korean citizens who wish to apply for a refund of Korean contributions (i.e., a lump sum benefit) must file Korean application form KOR/USA 1 with their local SSA field office (FO). This is the same application form that is used to apply for other Korean benefits (see GN 01741.220). They must also submit proof of their citizenship (e.g. a U.S. passport). The FO forwards the KOR/USA 1 and proof of citizenship to the Office of International Operations (OIO) in Baltimore. OIO forwards the application form and proof of citizenship to the Korean National Pension Corporation (NPC) and sends a notice to the applicant advising him or her that the application form has been sent to the NPC. The NPC then arranges for a refund of the contributions directly to the individual.

C. Procedure - claim for a refund of Korean contributions

Take the following steps to process a claim for a refund of Korean contributions:

  1. Provide individuals who wish to apply for a refund of Korean contributions with a copy of application Form KOR/USA 1. The Korean application form is available through the Totalization Benefits Resource Kit on the Intranet at
    http://ocoweb.ba.ssa.gov/oio/Totalization/TotResKit.asp .

  2. Print the application form and ask the individual to complete Sections A, E and G and return it to the FO along with proof of citizenship.

  3. Provide any necessary assistance in completing the Korean application form.

  4. When the application is submitted, if the applicant has direct deposit, secure a voided check or a copy of the bank statement .

  5. Upon receipt of the application form and proof of citizenship, photocopy and certify the proof of citizenship and return the original to the individual.

  6. Forward the completed application form and the certified copy of the proof of citizenship to OIO at the following address:

    Social Security Administration
    OIO
    P.O. Box 17769
    Baltimore, Maryland 21235-77769
  7. Complete the Modernized Development Worksheet (MDW) to show the date the claim was forwarded to OIO. Show “Totalization” as the ISSUE when completing the MDW.

D. Procedure – status requests

When OIO forwards the completed application form and the certified copy of the proof of citizenship to Korea, OIO annotates the MDW to show the type of claim, the date the claim was forwarded and that a notice was sent to the applicant.

Take the following steps if the applicant contacts the FO for the status of his or her Korean claim:

  1. Check the MDW to see if OIO has sent the claim to Korea.

  2. If OIO hasn't completed the MDW, advise the applicant to write directly to OIO at the address shown in GN 01741.130E.5.

  3. If OIO has completed the MDW, advise the applicant to write directly to the Korean agency shown on the notice he or she received from OIO when the claim was forwarded.

E. Procedure – report of nonreceipt of Korean refund

If the applicant contacts the FO to report nonreceipt of the Korean refund, advise the individual to contact the Korean National Pension Corporation directly at the address shown in GN 01741.020C.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201741130
GN 01741.130 - Refunds of Korean Contributions - 08/02/2011
Batch run: 08/02/2011
Rev: