Effective Dates: 07/01/2019 - Present Previous | Next

Basic (07-19)

GN 01770.215 Applications for Benefits under the Agreement with Slovenia

A. Filing for U.S. Totalization benefits

An applicant filing for benefits under the agreement with Slovenia 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 United States only

  • •

    Slovenia only; or

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    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:

  • •

    U.S. retirement or disability totalization benefits; or

  • •

    a concurrent claim for U.S. retirement or disability benefits (regular or totalization) and Slovenian 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:

  • •

    Slovenian benefits only; or

  • •

    U.S. or Slovenian survivor benefits.

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 Slovenia for U.S. totalization benefits or Slovenian benefits:

1. U.S. Totalization benefits only

When taking retirement or disability claims:

Complete the following screens:

  • •

    MCS application;

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    TOTL (see MS MCS 03509.011); and

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    SSA-2490 (see MS MCS 03507.001).

2. Slovenian Benefits only (regular or Totalization)

Claims for Slovenian benefits only (regular or totalization) are MCS exclusions. Complete Parts I and II of the paper or electronic Form SSA-2490-BK

3. Slovenian benefits (regular or Totalization) and U.S. (regular or totalization)

Retirement or disability claims

In retirement or disability claims, complete the following screens:

  • •

    MCS application;

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    Totalization (TOTL) (see MS MCS 03509.011); and

  • •

    SSA-2490 (see MS MCS 03507.001).

a. Survivor claims

In survivor claims, complete the following screens:

  • •

    Appropriate MCS;

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    Totalization (TOTL) (see MS MCS 03509.011); and

  • •

    Parts I and II of the paper or electronic Form SSA-2490-BK.

D. Procedure for entering the Slovenian social security identification number

Enter the worker and each claimant's Slovenian EMSO number or the Slovenian File number on all claims. If the EMSO or File number is unknown, enter all of the following information under Part I of Form SSA-2490-BK:

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    worker’s full name, including both the paternal and maternal last names (see GN 00302.460 and GN 00302.470);

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    worker’s employment history, including names of employers and dates of employment; and

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    name of the agency to which the worker last contributed. NOTE: The Slovenian agency will need this information to transmit the NH’s Slovenian coverage record.

E. Procedure for required remarks

If the worker or claimant presents his or her EMSO card or File number card, document under remarks that the worker or claimant submitted this evidence.

F. References

GN 01702.110 Application for Benefits under a U.S. International Social Security (Totalization) Agreement (Form SSA-2490-BK)

MS 03509.011 Totalization (TOTL)

MS 03507.001 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

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201770215
GN 01770.215 - Applications for Benefits under the Agreement with Slovenia - 07/01/2019
Batch run: 07/01/2019
Rev:07/01/2019