GN 01741.215 Application for Benefits under the Korean Agreement
An individual who wishes to file for U.S. Totalization benefits under the agreement with Korea must complete Part 1 of Form SSA-2490-BK (Application For Benefits Under A U.S. International Social Security Agreement) and the appropriate retirement, survivors or disability insurance application(s). An individual who wishes to file for both U.S. Totalization benefits and Korean benefits must complete the SSA-2490-BK (Part 1 only), the appropriate retirement, survivors or disability insurance application(s) and the special Korean application discussed in GN 01741.220. An individual who wishes to file only for Korean benefits must complete the Korean application but does not need to complete Form SSA-2490-BK.
Note: When an applicant is filing for regular (nontotalization) benefits from the U.S. and regular or Totalization benefits from Korea, it is not necessary to complete the SSA-2490. However, the modernized claims system (MCS) will not allow clearance of the claim for U.S. benefits until the path for the SSA-2490 is entered. To clear the U.S. claim, complete only the first (FINF) screen in the SSA-2490 path. This will release the claim for U.S. benefits for award or denial. The claim for Korean benefits should then be completed using the Korean application form.
The SSA-2490-BK is available through MCS, but the MCS version may only be used when the number holder (NH) is filing for
U.S. retirement or disability Totalization benefits only, or
U.S. retirement or disability benefits (regular or Totalization) and concurrently for Korean benefits.
The MCS version of the SSA-2490-BK may not be used to file for U.S. Totalization survivors benefits. A paper or electronic (e-form) SSA-2490-BK must be used in this case.
Note: It is not necessary to take an SSA-2490-BK in claims for U.S. auxiliary benefits in life cases or in survivor cases where there was a previously approved Totalization award in a life case since this application would have been completed previously in connection with the NH's claim.
C. Procedure — Required applications for U.S. totalization benefits
Use the following information to determine which applications must be completed when taking claims for U.S. Totalization benefits under the agreement with Korea.
1. Retirement or Disability Claims
In retirement or disability claims, complete the appropriate retirement or disability benefit MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011), and the SSA-2490 screens (see MSOM MCS 007.001).
2. Survivors Claims
In survivors claims, complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MSOM MCS 009.011), and Part I of the paper or electronic (e-form) application Form SSA-2490-BK.
Completing the application for Korean benefits, GN 01741.220
Completing the SSA-2490 on MCS, MSOM MCS 007.001
Forwarding foreign application to OIO, GN 01702.310