Prepare initial claims packages to request Australian working life residence periods
and to inform Centrelink about claims for Australian benefits. (See GN 01743.205 – GN 01743.220 for the applications and evidence required to prepare the packages.)
Prepare Form SSA-2960-AUS to request the Australian working life residence record
if the Australian record is not in the claims file.
Prepare a claims package that includes:
Form SSA-2960-AUS. If the claimant is receiving a U.S. benefit, include the date of
entitlement and monthly benefit amounts. Include all changes in the monthly benefit
amount from the date of entitlement or October 2002, whichever is later.
The special Australian application, AUS/USA 4, and form Mod (i)
U.S. totalization earnings record
The Australian Work Ability Form (form WA) if the claim is for disability benefits.
Medical evidence from SSA's files, if the Australian claim is for disability benefits.
Note: SSA files include claims folders in OIO, in OCO's Megasite or in the caves in Kansas
Evidence submitted for the Australian claim, and
A request for the Australian working life residence record, if one is needed.
Evidence and Application Requirements, GN 01743.205 – GN 01743.220.