FO/TSC: CS, CS TII, DRT, FR, OA, OS, RR, CSR, TA, CTE, TSC-CSR;
PSC: CA, SCPS, CS, TSA, TST, ICDS, IES, ISRA, RECONR;
OCO-ODO: CR, CST, CTE, CTE TE;
OCO-OEIO: CR, CTE, FCR, RECONR;
A Totalization agreement with Uruguay became effective November 1, 2018. This agreement has two main purposes. First, it eliminates dual social security coverage and taxation, the situation that occurs when a worker from the United States works in Uruguay or vice versa, and both the United States and Uruguay require the worker to pay social security taxes on the same earnings. Second, the agreement helps fill gaps in benefit protection for workers who divide their careers between the United States and Uruguay.
This new transmittal explains the provisions of the agreement relating to benefit protections for workers who divide their careers between the United States and Uruguay.
Summary of Changes
GN 01760.001 Overview of the Totalization Agreement with Uruguay
This new section describes what the U.S. Totalization agreement with Uruguay does, and explains the purpose for these instructions.
GN 01760.010 Overview of the Uruguayan Social Security System
This new section describes the basic structure of the Uruguayan social security system and the benefits it provides.
GN 01760.015 Coverage and Contributions under the Uruguayan Social Security System
This new section explains the scope of the Uruguayan social security system, and points out that age, earnings and contributions form the basis for determining Uruguayan benefits.
GN 01760.020 Uruguayan Benefits Eligibility Requirements
This new section explains that the only Uruguayan benefits available under the agreement are retirement, survivors and disability benefits. It also lists the basic requirements for those benefits, and provides contact information for persons seeking official information about Uruguayan social security benefits.
GN 01760.105 Effective Date of the Agreement with Uruguay
This new section points out that November 1, 2018 is the earliest possible date to qualify for U.S. or Uruguayan benefits under the agreement, although both countries can use coverage earned prior to that date to establish entitlement to benefits under the agreement.
GN 01760.110 Scope of the Agreement with Uruguay
This new section points out that U.S. and Uruguayan retirement, survivors and disability benefits are the only benefits based on combined (Totalized) U.S. and Uruguayan coverage available under the agreement. It also specifies the categories of U.S. and Uruguayan social security taxes subject to the provisions of the agreement that eliminate dual coverage and taxes.
GN 01760.120 U.S. Totalization Benefits under the Agreement with Uruguay
This new section describes field office and Division of International Operations (DIO) U.S. benefit claims processing responsibilities, including crediting Uruguayan coverage under the agreement and computing benefits.
GN 01760.125 Application Process for Benefits under the Agreement with Uruguay
This new section points out that under the agreement, the Social Security Administration (SSA) takes both regular and Totalization benefits claims on behalf of Uruguay. It also explains how Uruguay credits U.S. coverage for Uruguayan benefits purposes under the agreement.
GN 01760.140 Exceptions to Section 202(t)(1) Alien Nonpayment Provision under the Agreement with Uruguay
This new section explains that except for certain additional requirements placed on dependents and survivors, the alien nonpayment provision did not apply to citizens of Uruguay prior to the agreement. It also points out that as a result of the agreement, neither the alien nonpayment provision nor the additional requirements placed on dependents and survivors apply to U.S. beneficiaries who are residents of Uruguay.
GN 01760.145 Exceptions to Section 202(t)(11) U.S. Residency Requirements for Certain
This new section explains that the alien nonpayment provision includes a requirement of 5 years of U.S. residency that non-U.S. citizen dependents and survivors outside the United States for more than 6 months must meet in order to receive U.S. benefits. It further explains that U.S. beneficiaries who are citizens or residents of a foreign country with which the United States has in effect a Totalization agreement are exempt from this requirement, unless an agreement limits that exemption. Additionally, it notes that the U.S. agreement with Uruguay does not limit that exemption.
GN 01760.150 Filing Appeals of Decisions under the Agreement with Uruguay
This new section explains that claimants for U.S. or Uruguayan benefits may file appeals on claims decisions with either country.
GN 01760.205 Evidence Required for U.S. Totalization Benefits under the Agreement with Uruguay
This new section explains the evidence requirements that generally apply to claimants for U.S. Totalization benefits under the agreement with Uruguay, and includes references to instructions on additional evidence requirements.
GN 01760.210 Developing Evidence and Establishing Entitlement Factors in Claims for Uruguayan Benefits
This new section explains that under the agreement with Uruguay, SSA personnel take applications for both regular and Totalization benefits on behalf of Uruguay, and provide other limited evidence collection assistance. Further, it explains what evidence the applicant must provide to establish entitlement factors; provides references and the mailing address for forwarding claims and evidence; describes how to document actions taken; and explains what information to provide to the applicant.
GN 01760.215 Applications for Benefits under the Agreement with Uruguay
This new section explains what form applicants for benefits under the agreement with Uruguay must use, when to use the paper and MCS versions of the form, how to determine which MCS screens to complete and how to enter Uruguayan social insurance numbers or social insurance number locator information on claims forms. It also explains how SSA personnel will document the submission of an Uruguayan social insurance number card.
GN 01760.220 Additional Applications for Benefits under the Agreement with Uruguay
This new section explains that applicants must complete an additional special form or forms to apply for Uruguayan benefits, and describes what actions SSA field office personnel will take with regard to the special forms and evidence submitted, including the address to which they should forward the special forms, the evidence and the application form. It also explains what actions DIO will take with regard to an Uruguayan benefits claim.
GN 01760.225 Requests for Status of Applications for Uruguayan Benefits
This new section describes in more detail DIO actions on forwarding the Uruguayan benefits claim to the Uruguayan agency, explains how to respond to applicant requests for status and provides a reference for additional instructions.