TN 5 (07-90)
NL 00601.770 Totalization Claims Notices
An application for totalization benefits is also an application for regular (nontotalization) benefits. Therefore, when an award/disallowance is prepared, we must notify the claimant of the disposition of both types of benefits.
OIO is responsible for the preparation of all notices (award or disallowance) after receipt of the foreign record.
Refer to each benefit separately in the notice.
EXAMPLE: Concurrent disposition of benefits:
Totalization benefits are not payable since regular benefits are being awarded based on U.S. coverage alone.
State in the award notice that foreign coverage was not considered since the NH was insured without it (CAPS paragraph MX04 or RX04).
The general closeout language which states the claimant is not eligible for any other type of benefit is not sufficient.
EXAMPLE: No concurrent disposition of benefits:
A claim for regular RSDI benefits is disallowed for lack of insured status, and no decision on the totalization benefit can be made until the record of coverage is received from the foreign country.
Send the claimant a disallowance notice for regular RSDI benefits; and
advise the claimant in the notice that the disallowance does not apply to totalization benefits (CAPS paragraph MX02 or RX02); and
provide the reason for the delay on a decision on the totalization benefit (e.g., pending receipt of information from the foreign agency, CAPS paragraph MX02 or RX02).
D. Description of caps process
CAPS will produce language which covers the totalization benefit, based on the entry of totalization factor codes on the input document.
The CAPS language will either