GN 01755.215 Applications for Benefits under the Agreement with Hungary
A. Filing for U.S. Totalization benefits
An applicant filing for benefits under the agreement with Hungary must complete Form SSA-2490-BK (Application for Benefits under a U.S. International Social Security Agreement). The applicant must complete this form whether the application is for benefits from the following:
United States only;
Hungary only; or
from both countries.
B. Using the Modernized Claims System (MCS) version of Form SSA-2490-BK
1. When to use the MCS version
Form SSA-2490-BK (Application for Benefits under a U.S. International Social Security Agreement) is available through MCS. Use the MCS version only when the number holder (NH) is filing for one of the following benefits:
2. When not to use the MCS version
Do not use the MCS version of Form SSA-2490-BK when the applicant is filing for the following:
Use a paper or electronic Form SSA-2490-BK for Totalization survivor claims.
For instructions on how to complete the SSA-2490-BK, see GN 01702.110.
NOTE: If there is an existing U.S. Totalization life claim award, do not take an SSA-2490-BK in claims for U.S. auxiliary benefits or survivor claims.
C. Determining which application screens are required on MCS for Totalization benefits
Use the following information to determine the application screens to complete when taking claims under the Agreement with Hungary for U.S. Totalization benefits or Hungarian benefits:
1. U.S. Totalization benefits only
When taking retirement or disability claims:
Complete the following screens:
a. When taking survivor claims:
Complete the following screens:
2. Hungarian Benefits only (regular or Totalization)
Claims for Hungarian benefits only (regular or Totalization) are MCS exclusions. Complete Parts I and II of the paper or electronic Form SSA-2490-BK.
3. Hungarian benefits (regular or Totalization) and U.S. (regular or Totalization)
a. Retirement or disability claims
In retirement or disability claims, complete the following screens:
b. Survivor claims
In survivor claims, complete the following screens:
D. Procedure for entering the Hungarian Social Security Identification Number (TAJ)
Enter the worker and each claimant's Hungarian Social Insurance Number (TAJ) on all claims. If the TAJ is unknown, enter all of the following information under Part I of Form SSA-2490-BK:
worker’s full name, including both the paternal and maternal last names (see GN 00302.460 and GN 00302.470);
worker’s employment history, including names of employers and dates of employment; and
name of the agency to which the worker last contributed.
NOTE: The Hungarian agency will need this information to transmit the NH’s Hungarian coverage record.
E. Procedure for required remarks
If the worker or a claimant presents his or her TAJ card, document under remarks that the worker or claimant submitted this evidence.
GN 01702.110 Application for Benefits under a U.S. International Social Security (Totalization) Agreement (Form SSA-2490-BK)
MS MCS 009.011 Totalization (TOTL)
MS MCS 007.001 Introduction to SSA-2490 – Overview
GN 00302.460 Discrepancy in Claimant's Name — Minor Differences
GN 00302.470 Discrepancy in Claimant's Name — Major Differences