Identification Number:
GN 01760 BASIC
Intended Audience:See Transmittal Sheet
Originating Office:ORDP ODEPP
Title:Agreement with Uruguay
Type:POMS Transmittals
Program:
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part GN – General
Chapter 017 – Totalization Benefits
Subchapter 60 – Agreement with Uruguay
Transmittal No. BASIC, 01/10/2019

Audience

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;

Originating Component

ODEPPIN

Effective Date

Upon Receipt

Background

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.

GN 01760.001 Overview of the Totalization Agreement with Uruguay

A. Introduction to the U.S.-Uruguay Agreement

The social security agreement between the United States and Uruguay:

  • eliminates dual social security coverage and taxation of the same work; and

  • permits entitlement to benefits based upon a combination of periods of coverage earned in the United States and Uruguay.

B. Purpose of the U.S.-Uruguay Totalization Agreement Instructions

This subchapter provides:

  • a brief overview of the Uruguayan system;

  • eligibility requirements for Uruguayan benefits; and

  • an explanation of the benefit provisions of the agreement

For more information on the Uruguayan social security system, visit the International Programs webpage. To find out how the agreement eliminates dual coverage, see sections RS 02002.600 through RS 02002.655.

GN 01760.010 Overview of the Uruguayan Social Security System

The Uruguayan social security system provides old-age retirement, disability, and survivor benefits.

The Uruguayan statutory pension system is a three-pillar structure.

  • The first pillar is a non-contributory means tested social assistance payment for low income workers, financed by general government revenues. It is a flat-rate benefit adjusted downward as a person’s retirement income increases. First pillar benefits are not included within the scope of this agreement.

  • The second pillar provides benefits on the basis of old age, disability, and death, financed on a pay as you go basis. Second pillar benefits are included within the scope of this agreement.

  • The third pillar is a mandatory, fully-funded system invested in individual pension funds. This system is mandatory for all wage earners or self-employed persons in Uruguay who earn over a statutorily defined limit. Third pillar benefits are included within the scope of this agreement.

GN 01760.015 Coverage and Contributions under the Uruguayan Social Security System

Uruguayan social security extends coverage to every citizen who has income from gainful employment, including employees and self-employed persons. The entire Uruguayan population at retirement age is entitled to a pension or social benefit.

The amount of a Uruguayan benefit is set by the:

  • worker's average earnings; and

  • number of years of contributions; and

  • age of retirement

GN 01760.020 Uruguayan Benefits Eligibility Requirements

A. Types of Uruguayan social security benefits

This section describes old-age retirement, disability, and survivors benefits. These are the only Uruguayan benefits included within the scope of the agreement. This information corresponds to the second and third pillars of the Uruguayan social security system discussed in GN 01760.010.

B. Description of eligibility requirements

1. Old-age Retirement benefits

a. Old-age benefit

To qualify for an old-age benefit, a worker must be at least age 60 with a minimum of 30 years of contributions. Women receive one year of credit (up to five years) for each child (biological or adopted) in their care. Additional years are credited to teachers and workers in hazardous occupations.

b. Deferred benefit

A person may elect to defer receipt of his or her benefit until age 70 at which point he or she will be eligible for a higher benefit amount.

2. Disability benefits

Uruguay has two types of disability benefits, total and temporary. To qualify for total disability benefits, a worker must be completely incapable of any type of work. For temporary disability benefit, the worker must be incapable of performing the same work that he or she performed at the time the disability occurred. This temporary allowance is payable for only 3 years. An applicant for either type of disability benefit must:

a. have a minimum of 2 years of covered earnings (with at least six months of coverage immediately prior to the disability onset); and

b. not be receiving retirement benefits.

NOTE: If the worker first became disabled before age 26, the two-year minimum contribution period is waived but the six-month requirement remains. If the worker’s disability onset was directly linked to his or her work activity, both coverage requirements are waived.

3. Survivors benefits

Uruguay pays survivors benefits to the following:

a. a widow(er) or registered partner in a consensual union;

b. unmarried children under age 21 or children of the worker who were disabled prior to age 21;

c. divorced spouses entitled to alimony at time of the worker’s death; and

d. disabled parents of the worker who were dependent on the worker at the time of his or her death.

NOTE: The deceased worker must have been working, receiving, or eligible to receive an old-age or disability benefit or sickness, maternity, work injury or unemployment benefits. In the case of unemployment benefits, the worker must have died within the 12-month period after unemployment benefits terminated.

Administrative organization Uruguayan benefits

The Banco de Prevision Social (Social Security Bank) operates the pension system of Uruguay. If inquirers request additional information about Uruguayan benefits, advise that the Social Security Administration (SSA) cannot provide official information about Uruguayan benefits. Refer all inquiries about the Uruguayan pension system to the following address:

Banco de Prevision Social
Convenios Internacionales
Colonia 1881 piso 2,
C.P. 11200
Montevideo, Uruguay

GN 01760.105 Effective Date of the Agreement with Uruguay

The agreement with Uruguay became effective November 1, 2018. The United States and Uruguay can use periods of U.S. and Uruguayan social security coverage earned in the United States or Uruguay before November 1, 2018 to establish entitlement to U.S. or Uruguayan benefits. However, the earliest possible date of entitlement to benefits under the agreement is November 1, 2018.

GN 01760.110 Scope of the Agreement with Uruguay

A. Benefit programs included under the U.S.-Uruguay Agreement

The provisions of the agreement that permit persons to qualify for benefits based on combined U.S. and Uruguayan coverage apply to the following types of benefits.

1. U.S. retirement, survivors and disability benefits

The agreement applies to U.S. retirement, survivors, and disability benefits. The agreement does not apply to Medicare benefits or Supplemental Security Income payments.

2. Uruguayan retirement, survivors and disability benefits

The agreement applies to the Uruguayan old-age retirement, survivors and disability benefits.

B. Taxes under the Agreement

The provisions of the agreement that eliminate dual social security coverage and taxes apply to the following:

  • U.S. Social Security taxes under the Federal Insurance Contributions Act (FICA) and Self-Employment Contributions Act (SECA), including the Medicare portions of those Acts; and

  • Uruguayan laws governing social security contributions for old-age retirement, survivors, and disability benefits.

GN 01760.120 U.S. Totalization Benefits under the Agreement with Uruguay

Under the agreement, if a number holder (NH) has at least six U.S. quarters of coverage (QCs) but not enough to receive regular U.S. benefits, the United States can count the NH's QCs under the Uruguayan social security system to permit the NH to qualify for U.S. Totalization benefits. If the NH has enough QCs under the U.S. system to receive regular U.S. benefits, the United States cannot count Uruguayan credits.

A. Adjudicating claims under the Agreement

1. Field office responsibilities for claims processing under the agreement

When a NH does not have enough U.S. coverage to meet fully insured status, but the NH has at least six QCs, field office (FO) technicians must take an initial claim to process the insured status denial. This will automatically generate a denial notice to inform the applicant that he or she does not meet the insured status requirement based on U.S. coverage alone, and that we will request the applicant's Uruguayan earnings record.

For more information about processing Totalization insured status notices for claims for U.S. benefits, see GN 01702.315 through GN 01702.325

2. Division of International Operations (DIO) responsibilities for claims processing under the agreement

DIO requests and converts Uruguayan periods of coverage on the Uruguayan earnings record to U.S. QCs before adjudicating the claim.

B. Crediting Uruguayan coverage under the agreement

The Social Security Administration (SSA) credits one U.S. QC for every 90 days of coverage certified by the agency of Uruguay. SSA does not provide credit for the following:

  • Uruguayan coverage credited for periods prior to 1937;

  • any month in the calendar quarter that is already credited as a U.S. QC;

  • more than four QCs for any calendar year; or

  • any period of coverage not based on contributions.

C. Computing benefits

When SSA establishes U.S. insured status based on combined U.S. and Uruguayan coverage, SSA computes the amount of the U.S. Totalization benefit using the computation method as described in GN 01701.200.

D. References

GN 01702.315 Processing Totalization Insured-Status Notices in claims for U.S. Benefits, through

GN 01702.325 Summary of Field Office Development and Processing of U.S. Totalization Claims and Foreign Claims (Regular and Totalization).

GN 01760.125 Application Process for Benefits under the Agreement with Uruguay

Under the agreement with Uruguay, the Social Security Administration (SSA) takes applications for both regular and Totalization benefits on behalf of Uruguay. SSA also provides limited assistance in obtaining evidence required to support the claim.

The agreement modifies the insured status requirements of the Uruguayan social security system. Under the agreement, Uruguay will credit 90 days of coverage for each quarter of coverage SSA certifies.

For more information about eligibility requirements for Uruguayan benefits, see GN 01760.020.

GN 01760.140 Exceptions to Section 202(t)(1) Alien Nonpayment Provision under the Agreement with Uruguay

A. Policy for 202(t)(1) Alien Nonpayment Provision

Section 202(t)(1) of the Social Security Act generally provides that we do not pay benefits to a beneficiary who:

  • is not a U.S. citizen or national; and

  • has been outside the United States for more than six consecutive calendar months.

Some beneficiaries may qualify for exceptions to the alien nonpayment provision.

In addition, section 202(t)(11) requires that certain dependents and survivors must also meet a 5-year U.S. residency requirement.

Citizens of Uruguay were exempt from the alien nonpayment provision prior to the effective date of the U.S. - Uruguayan agreement as described in RS 02610.015. However, Uruguayan citizen dependent and survivor beneficiaries also had to meet a 5-year U.S. residency requirement to qualify for the alien nonpayment exemption. Beginning with the effective date of the U.S. - Uruguayan agreement, dependent and survivor beneficiaries who are residents of Uruguay do not have to meet the additional 5-year residency requirement because this agreement does not include a limitation to this exemption.

B. Procedure for applying the exception to Section 202(t)(1) Alien Nonpayment Provision

If a claimant who does not meet another exception to the Alien Nonpayment Provision as described in RS 02610.010 alleges citizenship of Uruguay, then develop citizenship status to verify that the exception provided by Uruguayan citizenship applies.

For more information about exceptions to the additional U.S. residency requirements for alien dependents and survivors under the U.S. - Uruguayan agreement, see GN 01760.145.

C. References

RS 02610.010 Exceptions to Alien Nonpayment

RS 02610.015 Status of Countries for Applying Exceptions Based on Citizenship

 

GN 01760.145 Exceptions to Section 202(t)(11) U.S. Residency Requirements for Certain Dependents and Survivors under the Agreement with Uruguay

A. Policy for U.S. residency requirement

Section 202(t)(11) of the Social Security Act requires certain non-U.S. citizen dependents and survivors who have been outside of the United States for more than 6 consecutive calendar months to satisfy a 5-year U.S. residency requirement to receive benefits. During this 5-year residency, the dependent or survivor must have been in a family relationship with the number holder (NH). However, Section 202(t)(11)(E) makes an exception for individuals who are citizens or residents of a foreign country with which the United States has a Totalization agreement to the extent provided in such an agreement. The U.S. — Uruguayan agreement does not contain any limitation on this exception.

For more information about alien nonpayment exemptions under Totalization agreements, see GN 01701.150A.2.

For more information about the 5-year U.S. residency requirement for dependents and survivors, see RS 02610.025.

For information about the 5-Year Residency Requirements for Spouses, Natural Child, Adopted Child, and a Parent, see RS 02610.030.

B. Dependent or survivor does not meet U.S. residency requirement under the agreement

If a non - U.S. citizen dependent or survivor does not meet the 5-year residency requirement and alleges Uruguayan citizenship or residence, develop for Uruguayan citizenship and residence status.

 

GN 01760.150 Filing Appeals of Decisions under the Agreement with Uruguay

The agreement provides that applicants who wish to appeal a decision on a claim for U.S. or Uruguayan benefits may file the appeal with either country.

For more information about appealing a decision on a claim, see GN 01702.500.

For information about representation of applicants in totalization claims, see GN 01702.505.

GN 01760.205 Evidence Required for U.S. Totalization Benefits under the Agreement with Uruguay

Policy for required evidence

When an applicant files for U.S. Totalization benefits under the agreement with Uruguay, he or she should submit the same evidence required to file a claim for regular (non-Totalization) retirement, survivors, or disability insurance benefits. The applicant must also submit the evidence noted in GN 01702.200 through GN 01702.230 when claiming Totalization benefits from the United States.

GN 01760.210 Developing Evidence and Establishing Entitlement Factors in Claims for Uruguayan Benefits

Under the agreement with Uruguay, the Social Security Administration (SSA) takes applications for both regular and Totalization benefits on behalf of Uruguay. SSA also provides limited assistance in obtaining evidence required to support the claim (see GN 01755.125).

A. Using evidence previously submitted for claims for U.S. benefits

Applicants do not need to resubmit the evidence previously used and verified to establish factors of entitlement for U.S. Social Security benefits. The evidence previously submitted is sufficient for Uruguay to establish the same factor for Uruguayan benefits.

B. Establishing entitlement factors for Uruguayan retirement, survivors and disability benefits

1. All claims

Establish entitlement factors as follows:

  • worker's date of birth; and

  • worker's Uruguayan social insurance number.

2. Retirement claims

Establish entitlement factors as follows:

  • marital status;

  • family composition;

  • dates of birth of all family members; and

  • disability status of all family members.

3. Survivor claims

Establish entitlement factors as follows:

  • date and proof of death of the worker;

  • date of marriage (if widow(er)'s benefit claim);

  • widow(er)'s disability status (if widow(er)'s benefit claim); and

  • age and relationship of child (if child's benefit claim).

4. Disability claims

The only additional entitlement factor for Uruguayan disability claims is the degree of the worker’s disability (medical evidence).

C. Developing evidence for Uruguayan benefits

Take the following actions when developing evidence to support claims for Uruguayan benefits:

1. Research the types of evidence. Refer to this chart if the applicant requests guidance on the type of evidence to submit:

Type of evidence

Reference

Age

GN 00302.000

Death

GN 00304.000

Marital relationship

GN 00305.000

Parent/child relationship

GN 00306.000

Support

RS 01301.000

2. Accepting evidence

Follow this process to accept evidence:

  • accept any evidence the applicant submits;

  • if the applicant does not want to release an original document, photocopy the evidence and certify the copy. See GN 00301.105;

  • do not hold claims for Uruguayan benefits for prolonged periods pending receipt of evidence;

  • if an applicant is unable to obtain the necessary evidence within a reasonable time, transmit the claim without the evidence to the Division of International Operations (DIO) using this address:

Social Security Administration
Office of Earnings and International Operations
Division of International Operations
P.O. Box 17769
Baltimore, MD 21235-7769
  • complete the Modernized Development Worksheet (MDW) screen to show the date the FO sent the Uruguayan claim to DIO. Show "Totalization" as the ISSUE; and

  • inform the applicant that the responsible Uruguayan agency will contact him or her directly to obtain any necessary evidence to make a determination.

3. Documenting the file

Document the file as follows:

  • indicate on the Uruguayan benefit claim file any factor of entitlement verified previously for the U.S. claim; and

  • for concurrent Title II claims, send the claim and relevant evidence to the Program Service Center (PSC) of jurisdiction. Electronically send a certified photocopy of the relevant evidence with the Uruguayan claim to DIO.

4. Obtain the number holder's (NH) U.S. earnings record

Obtain the NH's U.S. earnings records in all claims for Uruguayan benefits as follows:

  • when the applicant is filing for both U.S. and Uruguayan benefits, complete the Modernized Claims System (MCS) screens. The MCS screens will automatically generate a separate earnings record for the Uruguayan claim;

  • when the applicant files for Uruguayan benefits only, which is an MCS exclusion, request an Informational/Certified Earnings Record (ICERS) per MS ICER 02101.004; and

  • obtain proof of lag earnings (unposted paid earnings in the current preceding year) if U.S. covered work in the lag period is alleged and the applicant is filing for any Uruguayan benefit.

For proof of lag wages, see RS 01404.005 through RS 01404.018.

For proof of lag self-employment income, see RS 01804.100.

5. Developing medical evidence under the agreement

a. Uruguayan benefits only

  1. 1. 

    Accept any medical evidence the applicant submits when the claim is for Uruguayan benefits only. Do not attempt to secure evidence for the applicant or offer advice as to what types of evidence Uruguay may need.

  2. 2. 

    Send any medical evidence submitted and the claims file to OEIO at the following address:

Social Security Administration
Office of Earnings and International Operations
Division of International Operations
P.O. Box 17769
Baltimore, MD 21235-7769

3. Complete the Modernized Development Worksheet (MDW) screen to show the date the FO sent the Uruguayan claim to OEIO. Show "Totalization" as the ISSUE.

4. Transmit the file without medical evidence if the evidence is not readily available. Advise the applicant that the Uruguayan agency will contact him or her directly to obtain any required evidence

b. Uruguayan benefits and concurrent Title II claims

To process claims for Uruguayan disability benefits and concurrent Title II disability claims, follow the instructions in GN 01702.400 through GN 01702.415.

D. References

GN 01760.125 Application Process for Benefits Under the Agreement with Uruguay

GN 00302.000 Proof of Age

GN 00304.000 Proof of Death

GN 00305.000 Proof of Marital Relationship

GN 00306.000 Child Relationship and Dependency

RS 01301.000 Living With, Contributions and One-Half Support

GN 00301.105 Certification of Evidence for Totalization Claims

MS ICER 02101.004 Informational/Certified Earnings Record – Totalization (ICIC)

GN 01702.400 Developing Medical Evidence in Claims for U.S. Totalization Disability Benefits, through

GN 01702.415 Development of Medical Evidence and Routing of Claims for Foreign disability Benefits

GN 01760.215 Applications for Benefits under the Agreement with Uruguay

A. Filing for U.S. Totalization benefits

An applicant filing for benefits under the agreement with Uruguay 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;

  • Uruguay 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:

  • U.S. retirement or disability Totalization benefits; or

  • a concurrent claim for U.S. retirement or disability benefits (regular or Totalization) and Uruguayan 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:

  • Uruguayan benefits only; or

  • U.S. or Uruguayan 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 the required application screens on MCS for Totalization benefits

Use the following information to determine the application screens to complete when taking claims under the Agreement with Uruguay for U.S. Totalization benefits or Uruguayan benefits:

1. U.S. Totalization benefits only

a. When taking retirement or disability claims:

Complete the following screens:

  • MCS application;

  • TOTL (see MS MCS 03509.011); and

  • SSA-2490 (see MS MCS 03507.001).

b. When taking survivor claims:

Complete the following screens:

  • MCS application;

  • TOTL (see MS MCS 03509.011); and

  • Part I of the paper or electronic Form SSA-2490-BK.

2. Uruguayan benefits only (regular or Totalization)

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

3. Uruguayan benefits only (regular or Totalization) and U.S. (regular or Totalization)

a. Retirement or disability claims

In retirement or disability claims, complete the following screens:

  • MCS application;

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

  • SSA-2490 (see MS MCS 03507.001).

b. Survivor claims

In survivor claims, complete the following screens:

  • Appropriate MCS;

  • 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 Uruguayan social insurance number

Enter the worker’s and each claimant's Uruguayan social insurance number on all claims. If the social insurance number 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; GN 00302.470 and GN 00307.160).

  • worker's employment history, including the names of employers and dates of employment; and

  • name of the agency to which the worker last contributed

NOTE: The Uruguayan agency will need this information to transmit the NH's Uruguayan coverage record.

E. Procedure for required remarks

If the worker or a claimant presents his or her social insurance 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 MCS 03509.011 Totalization (TOTL)

MS MCS 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

GN 00307.160 Requesting Evidence from Spanish-Speaking Countries – Spanish Surnames

GN 01760.220 Additional Applications for Benefits under the Agreement with Uruguay

A. Forms to complete for Uruguayan benefits

An applicant for Uruguayan benefits must complete one or more special Uruguayan application forms, in addition to Form SSA-2490-BK (Application for Benefits under a U.S. International Social Security Agreement). The form(s) will vary depending on the type of benefit.

B. Application process for Uruguayan benefits

The Social Security Administration (SSA) field offices (FO) will provide the applicant with the special Uruguayan Application Form (UY-US/01) but will not assist the applicant with completing the form. After receiving a claim for Uruguayan benefits filed with SSA, the Uruguayan agency will contact the applicant directly if necessary to provide instructions for the applicant to complete and mail any other form(s) directly to the Uruguayan agency along with any additional required evidence.

C. Procedure for filing an application for Uruguayan benefits

If an applicant wishes to file for Uruguayan benefits and brings the Uruguayan Application Form UY-US/01 to the FO, take the following actions:

  • accept, photocopy and certify the application.

  • photocopy and certify any additional documents (evidence) the Uruguayan agency requested that the applicant include with the Uruguayan claim.

  • request an "Informational/Certified Earnings Record" (ICERS) as described in

    MS ICERS 2101.004.

  • send the Uruguayan application and any additional claims material to the Division of International Operations (DIO) in Baltimore at the following address:

Social Security Administration
Office of Earnings and International Operations
Division of International Operations
P.O. Box 17769
Baltimore, MD 21235-7769
  • complete the Modernized Development Worksheet (MDW) screen to show the date the FO sent the Uruguayan claim to DIO. Show "Totalization" as the ISSUE.

Once DIO receives the claim, they will send the claim directly to the Uruguayan agency along with the evidence and the worker’s U.S. coverage record. DIO will annotate the MDW to show the type of claim and the date they forwarded the claim to the Uruguayan agency.

For instructions on how to accept the claim for benefits if an applicant wishes to file for Uruguayan benefits and does not bring the Uruguayan special forms, see GN 01760.215.

D. References

MS ICERS 02101.004 Informational/Certified Earnings Records – Totalization (ICIC)

GN 01760.215 Applications for Benefits under the Agreement with Uruguay

GN 01760.225 Requests for Status of Applications for Uruguayan Benefits

A. Automatic status notice for an application for Uruguayan benefits

When the Division of International Operations (DIO) forwards information about a Uruguayan claim, certified copies of evidence, and a copy of the worker’s U.S. coverage record to Uruguay, the Benefit Earnings Technician (BET) annotates the Modernized Development Worksheet (MDW) to show the type of claim, and the date DIO forwarded the claim to the Uruguayan agency. The system automatically generates a notice that the BET sends to the applicant.

B. Applicant requests status of a Uruguayan claim

1. Checking the MDW screen

Check the MDW to see if DIO sent the claim to Uruguay. If DIO has not completed the MDW screen, advise the applicant to write directly to DIO at the following address:

Social Security Administration
Office of Earnings and International Operations
Division of International Operations
P.O. Box 17769
Baltimore, Maryland 21235-7769

2. DIO completed the MDW screen

If DIO annotated the MDW indicating they forwarded the claim to the Uruguayan agency, advise the applicant to write directly to the Uruguayan agency at the following address:

Banco de Prevision Social
Convenios Internacionales
Colonia 1881 piso 2
C.P. 11200
Montevideo, Uruguay

NOTE: DIO is unable to determine the status of a Uruguayan claim once a technician forwards the claim to Uruguay.

For more information about status requests in Totalization claims, see GN 01702.520.


GN 01760 BASIC - Agreement with Uruguay - 1/10/2019