Basic (04-20)

GN 01762.220 Completing the Form SSA e2960 USA/UY 3 (U.S. - Uruguay Agreement on Social Security Transmittal/Request/Certification)

A. Process for the SSA 2960 USA/UY 3

The Division of International Operations (DIO) and the Buenos Aires, Argentina Federal Benefits Unit (FBU) complete Form SSA e2960 USA/UY 3 via the Totalization Data Collection Program (TDCP). Use Form SSA e2960 USA/UY 3 to:

  • Transmit claims and related material to the Uruguayan liaison agency;

  • Request information from the Uruguayan liaison agency; and

  • Respond to requests from the Uruguayan liaison agency.

B. Procedure for completing eForm SSA e2960 USA/UY 3

Use the following procedure to complete the items on Form SSA e2960 USA/UY 3:

Item

Explanation

Date of Original field

Date automatically propagates

Date(s) of Follow-ups field

Follow-up date(s) automatically propagates.

To field

Select the appropriate foreign agency.

From field

Office/Office Code and Fax numbers (if provided) automatically propagate based on user’s profile.

1. Information about the claim

Complete the following information about the claim on Form SSA 2960 USA/UY 3:

a. Name of worker

Enter the first and last name(s) of the worker.

b. Name of worker at birth

Enter the name of the worker at his or her birth.

c. Worker’s sex

Check the appropriate sex of the worker.

d. Uruguayan birth registration number

Enter the Uruguayan birth registration number if it appears on the application or on the Uruguayan liaison form. If the applicant did not provide the Uruguayan birth registration number, indicate UNKNOWN in the Remarks field and provide the following information about the claimant.

  • First name;

  • Surname;

  • Date of birth; and

  • Place of birth

e. Worker’s U.S. Social Security Number (SSN)

Enter the worker’s U.S. SSN.

f. Claimant’s name

Enter the claimant’s name.

g. Claimant’s name at birth

Enter the name of the worker at his or her birth.

h. Claimant’s U.S. SSN

Enter claimant’s U.S. SSN if he or she is not the worker entered in item A on the form.

i. Claimant’s address and telephone number

Enter the complete address and telephone number of the claimant.

j. Type of benefits claimed

On initial claims packages, indicate the type of claim for U.S. benefits and Uruguayan benefits, or both, in the appropriate columns.

k. Date Claim Filed

Enter the filing date certified to the Uruguayan liaison agency on all initial claims packages or in response to the Uruguayan liaison agency’s request for the filing date.

l. Certification of data

Complete the certification of data part of the form only when transmitting a claim for Uruguayan benefits in response to the Uruguayan liaison agency’s request for specific information. If the requested information is not available, indicate “unknown.” If our records include the requested information but it is not verified in our records, , enter the information but do not check the “Verified” block.

m. Name and date of birth

Enter the names of all claimants and, in survivor cases, the name of the deceased worker. Enter the date of birth (DOB) for all claimants and for the deceased worker. Check the “Verified” block if SSA used the DOB to award U.S. benefits, or if the master beneficiary record (MBR) has a proof code for the DOB.

n. Worker/Contributor’s date of death

Enter the deceased worker’s date of death in survivor claims. Check the “Verified” block if SSA used the date of death to award U.S. benefits, or if the MBR has a proof code for the date of death.

o. Date of Marriage

Enter the date of marriage if a spouse or widow(er) is claiming benefits. Check the “Verified” block if SSA used the date of marriage to award U.S. benefits or if the MBR has a proof code for the date of the marriage.

p. Date of Divorce

Enter the date of divorce if a divorced spouse or widow(er) is claiming benefits. Check the “Verified” block if SSA used the date of marriage to award U.S. benefits or if the MBR has a proof code for the date of the divorce.

q. Country of birth

Enter the country of birth for the worker. Check the “Verified” block if SSA used the data to award U.S. benefits or if the MBR has a proof code for the country of birth.

r. Worker’s citizenship

Enter the country of citizenship of the worker. Check the “Verified” block if SSA used the data to award U.S. benefits or if the MBR has a proof code for the worker’s citizenship.

2. Proving information to the Uruguayan liaison agency

If you send an initial claims package or respond to an assistance request, check all appropriate blocks to indicate the type of material you sent to the liaison agency.

a. Coverage record

Check this block when including a U.S. earnings record.

b. Uruguayan Applications

Check the block when including Uruguayan applications.

c. Medical Evidence

Check this block when including medical evidence that the claimant submitted or from SSA files.

d. Date of information requested

Indicate the date of the Uruguayan liaison agency's request if responding to a request from the Uruguayan liaison agency.

e. Other

If attaching material not covered by any block shown, briefly explain the attachment on the space provided for “Remarks."

3. Information SSA needs from the liaison agency

If you are requesting information under the Agreement, check “Yes.” If you answer “No," attach a consent statement. Check at least one block to indicate the type of material we are requesting from the liaison agency:

a. Uruguayan coverage record

Check this block to request the Uruguayan certified coverage record.

b. Medical evidence

Check this block to request medical evidence from the Uruguayan liaison agency

c. Status of request date

Check this block to follow up on an earlier request sent to the Uruguayan liaison agency. Show the date of the original request in the space provided.

d. Other

If requesting information not covered by items in GN 01762.220B.4.a. through GN 01762.220B.4.c in this subsection, briefly explain the request in the space provided for “Remarks."

4. Remarks

For “Remarks," follow these guidelines:

Add only necessary remarks and make them clear and concise. Do not use technical jargon or abbreviations. Be sure to enter your name in the signature block.

 


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201762220
GN 01762.220 - Completing the Form SSA e2960 USA/UY 3 (U.S. - Uruguay Agreement on Social Security Transmittal/Request/Certification) - 04/30/2020
Batch run: 04/30/2020
Rev:04/30/2020