PROGRAM OPERATIONS MANUAL SYSTEMPart GN – GeneralChapter 017 – Totalization BenefitsSubchapter 43 – Agreement With AustraliaTransmittal No. 3, 02/02/2023
The Office of Data Exchange, Policy Publications, and International Negotiations (ODEPPIN) is now responsible for negotiating and implementing bilateral Social Security agreements. Accordingly, we are revising existing Totalization POMS sections to account for new component names, addresses, and workload processes. We also updated these instructions to meet the Agency's plain language requirements.
Summary of Changes
GN 01743.001 Overview and Effective Date of the Totalization Agreement with Australia
In addition to the specific changes described in the Background, we updated this section to include plain language, editorial, and minor format changes.
We revised the section title.
We revised the titles for subsections A - D.
We added a note with hyperlinks to subsection B that directs the reader to more information on the Australian social security system and the RS POMS.
We updated the instructions in subsection C to include the instructions from GN
01743.105. We also moved the instructions from the original subsection C to subsection A of this section.
GN 01743.010 Overview of the Australian Social Security System
We archived this section and moved the information from this section to GN
GN 01743.015 Coverage and Contributions under the Australian Social Security System
We revised the subsection title.
We revised the titles for subsections A and B.
We incorporated the information from GN 01743.010 into this subsection.
GN 01743.020 Australian Social Security Benefits – Eligibility Requirements
We moved the section from subsection A to the introductory paragraph and moved the information contained in subsections B through E to subsections A through D, respectively.
We revised the titles for subsections A through D.
We revised the titles for second-level subsections A.1 and A.2.
We updated the eligibility requirements for retirement and disability benefits in second-level subsections A.1 and A.2, respectively.
We updated the eligibility requirements for widows, children and death benefits in second-level subsections C.1, C.2 and C.3, respectively.
We updated the address for Australia’s Centrelink International Services in subsection D.
GN 01743.105 Effective Date of the U.S. - Australian Agreement
We archived this section and moved the information to GN 01743.001.
GN 01743.110 Scope of the U.S. - Australian Agreement
We clarified the Agreement applies to the FICA and SECA tax laws in subsection A.1.
We clarified the Agreement does not apply to Special Age 72 payments in subsection A.1.
We provided a description of Australian social security benefits in subsection A.2.
We defined the acronyms for FICA and SECA in subsection B, bullet 1.
We clarified that the agreement eliminates dual social security coverage and taxes for Australia’s Superannuation Guarantee employer contributions.
We updated the RS POMS reference in subsection C since we combined section RS
02002.048 with RS 02002.045.
GN 01743.120 U.S. Totalization Benefits under the U.S - Australian Agreement
We moved the information from subsection A to the introduction to enhance information flow.
We moved the information from subsection D to subsection A to improve information flow.
We replaced the numbered list with bullets in subsection B.
We replaced subsection D with references.
GN 01743.125 Eligibility for Australian Benefits under the U.S. - Australian Totalization Agreement
GN 01743.140 Exception to Section 202(t)(1) Alien Nonpayment Provision under the Agreement with Australia
We combined GN 01743.140 (Exception to Section 202(t)(1) Alien Nonpayment Provision under the Australian Agreement) and GN 01743.145 (Exception to Section 202(t)(11) Alien Nonpayment Provision under the Australian Agreement).
We revised the titles for subsections A through E.
We moved the information in GN 01743.145 A to GN 01743.140 C.
We moved the information in GN 01743.145 B to GN 01743.140 D.
We moved all references to subsection E.
We expanded the references in subsection E.
GN 01743.145 Exception to Section 202(t)(11) Alien Nonpayment Provision under the Australian Agreement
We are archiving this section since we moved the information to GN 01743.140 for streamlining purposes.
GN 01743.150 Filing Appeals of Decisions on U.S. or Australian Claims
We combined the information in subsections A and B into a single paragraph and removed the subsection titles.
We updated the titles of the sections listed in the subsection B.
We changed the title of this section.
GN 01743.205 Evidence Required for U.S. Totalization Benefits under the Australian Agreement
We combined the information in GN 01743.205 (Evidence Required for U.S. Totalization Benefits under the Australian Agreement) and GN 01743.210 (Developing Evidence in Claims for Australian Benefits).
We revised the titles for subsection A through G.
We moved the information from GN 01743.210 B to GN 01743.205 B.
We moved the information from GN 01743.210 C to GN 01743.205 C.
We moved the information from GN 01743.210 D to GN 01743.205 D.
We moved the information from GN 01743.210 E to GN 01743.205 E.
We moved the information from GN 01743.210 F to GN 01743.205 F.
We added the address for OEIO - DIO to second-level subsection F.1.
We moved the information from GN 01743.210 G to GN 01743.205 G and expanded the references.
GN 01743.210 Developing Evidence in Claims for Australian Benefits
We are archiving this section since we moved the information to GN 01743.205 for streamlining purposes.
GN 01743.215 Application for Benefits under the Australian Agreement
We revised the section title as well as the titles for subsections A through C.
We divided the information in subsection A into second-level subsection A.1 and A.2.
We moved the information from GN 01743.220 A to GN 01743.215 A.2. and divided the information in second-level subsection A.2 into bullets for ease of reading.
We reformatted subsection B and added second-level subsections B.1 and B.2.
We reformatted subsection C and added second-level subsections C.1, C.2, C.3.
We moved the information from GN 01743.220 B to GN 01743.215 D.
We added the Australian form names and updated OEIO's name subsection D.
We deleted a note in subsection D.
We added third-level subsections C.1a&b and C.3a&b.
We added references to subsection E.
GN 01743.220 Additional Applications for Australian Benefits
The Social Security Agreement between the United States and Australia
eliminates dual Social Security coverage and taxation of the same work, and
may permit workers (and their family members) to qualify for partial U.S. or Australian benefits, even though they do not meet the normal insured status requirements (for U.S. benefits) or Australian residence requirements (for Australian benefits).
The Agreement with Australia became effective October 1, 2002.
We can use periods of U.S. and Australian coverage a worker earned prior to October 1, 2002, to establish entitlement to U.S. or Australian Totalization benefits. However, the earliest possible month of entitlement to such benefits is October 2002.
This subchapter provides:
a brief overview of the Australian system;
an explanation of the provisions of the Agreement, and
instructions on how to take and process claims for both U.S. and Australian social security benefits filed under the Agreement.
For more information on the Australian social security system, click to visit theInternational Programs webpage. To find out how the Agreement eliminates dual coverage, see sections RS 02002.000 through RS 02002.048.
The Australian social security system provides old-age, survivors, and disability benefits. In addition, Australian law mandates employer contributions to supplementary retirement plans under a program called Superannuation Guarantee (SG). Although the dual coverage provisions of the Agreement apply to SG, the benefit provisions do not.
Australia's social security program covers residents of Australia. General tax revenues, rather than specific payroll taxes, fund the program. Thus, a person could qualify for a social security benefit without ever having worked.
The Australian social security program pays a flat-rate benefit that is means-tested. If an individual's income and resources exceed certain limits the benefit is reduced or suspended. The Australian agency Centrelink administers its social security program.
In 1992 Australia established the Superannuation Guarantee (SG) program of compulsory employer retirement contributions to private funds to supplement benefits payable under the social security program. Contributions and investment yield determine an individual’s benefit amounts from SG funds. The Australian Taxation Office provides Government oversight for the SG.
Australia's SG program applies only to employees; it does not cover self-employed persons. The SG program covers virtually all employees in Australia. Employers must contribute an amount equal to a minimum percentage of an employee's wages to an approved retirement fund chosen by the individual employee. The funds are subject to Australian laws and government regulation. Employee contributions are not mandatory; however, employees may choose to contribute additional amounts on a voluntary basis.
Australia's social security program pays flat-rate retirement, survivors, and disability benefits to qualified individuals. Persons must meet income and assets tests to qualify. Australia generally considers the income and assets of both members of a couple who are married or in a registered or de facto relationship.
To qualify for Australia's Age Pension, a person must:
be at least age 66 years and six months (increasing to age 67 on July 1, 2023); and
have at least 10 years residence in Australia between age 16 and minimum retirement age, including a continuous period of at least five years (some exceptions apply).
To qualify for Australia's Disability Support Pension, a person must:
be between age 16 and the minimum retirement age;
be permanently blind or have a physical, intellectual, or psychiatric impairment;
be unable to work or be unable to retrained for work at least 15 hours per week within two years due to the impairment; and
be an Australian resident for at least 10 years, including a continuous period of five years; there is no minimum residence requirement if the disability occurs while the person is a permanent resident of Australia (some exceptions apply).
There is no provision for married spouses.
A parenting payment can be paid to a divorced spouse who is caring for at least one dependent child under age eight. There is no minimum residence requirement if the couple was residing in Australia on the date of divorce. Otherwise, the couple must have been residents of Australia for at least two years.
There is no specific benefit for children. However, a supplement to the retirement or disability benefit may be payable if there are dependent children.
A “carer” payment is an income support payment for a person who provides constant care to a retirement or disability beneficiary.
A parenting payment is payable to a widow(er), including a divorced widow(er), who is caring for a dependent child of the deceased under age eight. There is no minimum residence requirement if the couple was residing in Australia on the date of death. Otherwise, the widow(er) must have been a resident of Australia at the time of death and have resided in Australia for at least two years.
There is no specific benefit for children. However, a supplement is payable to a person receiving a parenting payment for dependent children.
Prior to March 20, 2020, a bereavement allowance equal to the retirement benefits rate for a single person was payable for 14 weeks to a surviving partner not otherwise entitled to a pension. As of March 20, 2020, a one-time bereavement payment equal to 14 times the difference between a single and couples pension is payable to the surviving partner of a pensioner couple.
SSA cannot give official information about Australian benefits. Refer all inquiries about Australian benefits to:
Individuals who live in the United States can call Centrelink toll free at 1-866-343-3086. Centrelink can also be contacted by e-mail at email@example.com
The provisions of the Agreement that permit people to qualify for benefits based on combined U.S. and Australian coverage apply to the following types of benefits:
and disability benefits
The Agreement applies to U.S. retirement, survivors, and disability benefits and to the corresponding U.S. tax laws for Federal Insurance Contributions Act (FICA) and Self-Employment Contributions Act (SECA). The Agreement does not apply to Medicare benefits, Supplemental Security Income (SSI), or Special Age 72 payments.
Social Security retirement, survivors and disability benefits
The Agreement applies to Australian age pension, disability support pension, widow's pension, and carer payments.
The provisions of the Agreement that eliminate dual social security coverage and taxes apply to the following:
U.S. Social Security taxes, FICA and SECA, including the Medicare portion of those taxes; and
Australia's Superannuation Guarantee employer contributions.
RS 02002.001 through RS
02002.045 Agreement provisions for the elimination of dual coverage and taxation
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 Social Security Administration (SSA) can count the NH’s years of "working life residence" in Australia to permit the NH (or any dependents or survivors) to qualify for U.S. Totalization benefits. If the NH has enough QCs under the U.S. system to receive regular U.S. benefits, SSA cannot count Australian years of "working life residence". Under the U.S. – Australian Agreement, the term "working life residence" means periods of residence in Australia between age 16 and normal retirement age during which the worker was employed or self-employed, see GN
Field office (FO) responsibilities for processing claims 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, FO technicians must take an initial claim to process the insured status denial. The initial denial automatically generates a notice to inform the applicant that they do not meet the insured status requirement based on U.S. coverage alone, and that we will request the applicant's Australian coverage record.
For more information about processing Totalization insured status notices for claims for U.S. benefits, see GN 01702.315 through GN 01702.325.
Division of International Operations (DIO) responsibilities for claims processing under the Agreement
DIO requests and converts Australian periods of coverage on the Australian coverage record to U.S. QCs before adjudicating the claim.
SSA credits one U.S. QC for every three months or remaining fraction of Australian working life residence in a calendar year. However, we give no credit for:
Australian coverage credited for periods prior to 1937;
any month in a calendar quarter that is already credited as a U.S. QC; or
more than four QCs for any calendar year.
When SSA establishes U.S. insured status based on combined U.S. and Australian coverage, SSA computes the amount of the U.S. Totalization benefit using the computation method described in GN 01701.200.
01702.315 Processing Totalization Insured-Status Notices in Claims for U.S. Benefits
GN 01702.320 Routing of Claims for Foreign Benefits
01702.325 Summary of Field Office Development and Processing of U.S. Totalization Claims and Foreign Claims (Regular and Totalization)
To qualify for Australian benefits in the absence of an agreement, applicants must normally be residents of and physically present in Australia at the time the applicant files the application. In addition, applicants must meet certain length-of-residence requirements.
Applicants who are residents of and physically present in the United States at the time of applying for Australian benefits can qualify for benefits even though they are not residents of and physically present in Australia at the time of application. In addition, Australia will count any U.S. quarters of coverage (QCs) as 3 months of Australian residence when determining if the applicant meets the length-of-residence requirements. However, applicants who are not current residents of Australia must have resided in Australia in the past for a minimum of 12 months, of which at least 6 months were continuous, before Australia will count U.S. QCs when determining eligibility for an Australian benefit.
Australia will pay a carer payment to residents of the United States on the same basis as residents of Australia provided that the caregiver is recognized under Australian law as the partner of an Australian beneficiary.
Australia will not count any Supplemental Security Income benefits or any State or local government assistance payments when counting a person's income to determine the benefit amount. However, Australia will count other income and resources, including Title II benefits, in accordance with Australian law and the Totalization agreement with Australia.
01743.020, Australian Social Security Benefits - Eligibility Requirements
Section 202(t)(1) of the Social Security Act provides that the Social Security Administration (SSA) will suspend the benefits of certain non-U.S. citizen beneficiaries once they have been outside the U.S. for more than six month, unless they meet an exception.
One such exception is in section 233(c)(2) of the Act. As explained in GN 01701.150A.1., certain non-U.S. citizen beneficiaries who would otherwise be subject to suspension under section 202(t)(1) are exempt from suspension if they reside in a country with which the United States has a Totalization Agreement. This exemption applies to residents of Australia who receive regular retirement, survivors or disability insurance benefits as well as those who receive Totalization benefits.
If a claimant who does not meet another exception to the ANP alleges residence in Australia, develop residence status according to the instructions in GN 01702.230 to verify that the exemption provided by the Agreement applies.
Generally, SSA does not pay benefits to dependents and survivors who have been outside the United States for more than six months and who first became eligible for dependent or survivors benefits after 1984, unless they satisfy certain U.S. residency requirements (five-year residency rule). However, section 202(t)(11)(E) of the Act exempts citizens or residents of a country with which the United States has a Totalization Agreement from the five-year U.S. residency requirement, unless the Agreement provides otherwise or includes a limitation on the exemption.
The Agreement with Australia is the first U.S. agreement that includes such a limitation. Under the Agreement, all residents of Australia are exempt from the U.S. residency requirements, but Australian citizens who do not reside in the United States or Australia are only exempt if they reside in another country with which the U.S. has a Totalization agreement.
Use the following chart to determine if SSA should develop the residency or citizenship of a non-U.S. citizen dependent or survivor who does not meet the five-year residency requirement.
If The Individual Alleges:
They are a resident of Australia.
Develop residence status.
They are a citizen of a Totalization country other than Australia.
Develop citizenship status. If the allegation is confirmed, you do not need to develop residence status for purposes of the five-year rule.
01701.150 Alien Nonpayment Exemptions under Totalization Agreements
01702.220 Evidence of Citizenship for Beneficiaries Living Outside the United States
01702.230 Evidence of Residence
02610.001 Alien Nonpayment Provisions
02610.015 Status of Countries for Alien Nonpayment Provision (ANP) Exceptions Based on Citizenship
02610.025 5 Year Residency Requirement for Alien Dependents/ Survivors Outside the United States (U.S.)
02610.030 5 Year Residency Requirements for Spouses, Natural Child, Adopted Child, and a Parent
The Agreement allows a person who wishes to appeal a decision on an adjudicated claim for U.S. or Australian social security benefits to file the appeal with either country. For instructions on filing an appeal of a decision on U.S. or Australian claims, see GN 01702.500 – GN
GN 01702.500 Filing Appeals of Decisions on U.S. or Foreign Claims
GN 01702.505 Representation of Applicants in Totalization Claims
When a person files an application for U.S. Totalization benefits under the Agreement with Australia, the applicant must submit the same evidence that would be necessary to establish eligibility and entitlement for regular (non-Totalization) retirement, survivors, or disability insurance benefits. In addition, whenever applying for Totalization benefits from the United State the applicant must submit the evidence noted in GN 01702.200 through GN
When determining entitlement to U.S. Totalization benefits under the Agreement, the Social Security Administration (SSA) can only count periods of Australian working life residence when the worker was employed or self-employed. However, since Australia's system is based on residence rather than work, the Australian agency may not be able to determine whether the worker was employed versus self-employed during any particular period of residence. To assist Australian authorities in locating all work-related periods of residence, the applicant should submit any evidence (e.g., pay slips, letters from employers, tax returns) he or she has showing periods of work in Australia.
Under the Agreement with Australia, SSA accepts applications for regular and Totalization benefits on behalf of Australia. SSA also provides limited assistance in obtaining the required evidence to support the applicant’s claim.
Applicants do not need to resubmit the evidence previously submitted and verified to establish factors of entitlement for U.S. Social Security benefits. The evidence previously submitted for entitlement to U.S. Social Security benefits is sufficient to establish the same factors of entitlement to Australian benefits.
Establish the following factors, in addition to residence requirements, in applications for Australian benefits.
Evidence required for all applications
Income and assets of applicant
Identity of applicant
Evidence required for applications for retirement benefits
Date of birth of applicant
Date of birth of child(ren) under age 16 and relationship, if a supplement or parenting payment is claimed.
Evidence required for applications for survivors benefits
Date of death of individual
Date of birth of child(ren) under age 16 and relationship, if a parenting payment is claimed.
Date of marriage, if a bereavement payment/allowance is claimed.
Evidence required for applications for disability benefits
Degree of disability
Date of birth of child(ren) under age 16 and relationship, if a supplement is claimed.
Take the following actions when developing evidence to support applications for Australian benefits.
Researching types of evidence
Refer to the following policy if the applicant requests guidance on the types of evidence to submit:
GN 00302.000 Proof of age
GN 00304.000 Proof of death
GN 00306.000 Proof of parent/child relationship
GN 01743.220 Proof of identity in section A of the special application for Australian benefits
Whenever Totalization benefits are claimed from Australia the applicant must submit the evidence noted in GN 01702.200 - GN
SSA accepts any evidence the applicant submits;
Photocopy the evidence, certify the copies, and return the original to the applicant. See GN 00301.105 for information concerning certifying evidence for Totalization claims;
Complete the Modernized Development Worksheet (MDW) screen to show the date the FO sent the Australian claim to DIO. Show, "Totalization" as the ISSUE;
Inform the applicant that the responsible Australian agency will contact him or her directly to obtain any additional documents or evidence to make a determination.
Send the claim to the Division of International Operations (DIO) at the following address without the evidence if an applicant is unable to obtain the necessary evidence within a reasonable period.
NOTE: Do not hold claims for Australian benefits for prolonged periods pending receipt of evidence.
NOTE: If courier service is used, mail to:
Documenting the file
Document the file as follows:
Indicate on the Australian benefit claim file any factor of entitlement verified previously for the U.S. claim;
For concurrent Title II claims, send the Title II claim and relevant evidence to the Program Service Center (PSC) of jurisdiction;
Electronically send a certified photocopy of the relevant evidence with the Australian claim to DIO; and
If a prior Title II claim was filed, include a Master Beneficiary Record (MBR) to DIO to show which factors, other than disability, have been verified..
Obtaining the number holder's (NH's) U.S earnings record
Obtain the NH's U.S. earnings record in all claims for Australian benefits as follows:
When the applicant is filing for both U.S. and Australian benefits, complete the Modernized Claims System (MCS) screens. The MSC screens will automatically generate a separate earnings record for the Australian claim;
When the applicant files for Australian benefits only, which is an MCS exclusion, request an Informational/Certified earnings record (ICER) per MS 02101.004; and
Obtain proof of lag earnings (unposted paid earnings in the current or preceding year) if U.S. covered work in the lag period is alleged and the applicant is filing for any Australian benefit.
For proof of lag wages, see RS 01404.005 and RS 01404.018. For proof of lag self-employment income, see RS 01804.100.
In addition to taking the actions in GN 01743.205E., take the following actions when developing medical evidence for Australian disability claims.
Australian benefits only
Accept any medical evidence the applicant submits for Australian benefits. Do not attempt to secure evidence for the applicant or offer advice as to what types of evidence Australia may need.
NOTE: Applicants for Australian disability benefits must also complete a Work Ability form (WA) which is available on the intranet, see GN
Send all submitted medical evidence and claims file to DIO at the following address:
NOTE: For information about routing of claims for U.S. benefits involving Totalization, see GN
Complete the Modernized Development Worksheet (MDW) screen to show the date the FO sent the Australian claim to DIO. Show "Totalization" as the ISSUE, and
Transmit the file without medical evidence if it is not readily available.
Advise the applicant that the Australian agency will contact him or her directly to obtain any required evidence.
Australian benefits and concurrent Title II Claim
Follow the instructions in GN 01702.400 - GN 01702.415.
Advise the applicant to complete a Work Ability form that is available on the intranet, see GN
GN 00301.105 Certifying evidence for Totalization Claims.
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
GN 01702.110 Application for Benefits under a U.S. International Social Security (Totalization) Agreement (Form SSA-2490-BK)
GN 01702.125 Retroactive Life of Applications for Foreign Benefits
GN 01702.130 Prospective Life of Applications for Foreign Benefits
GN 01702.400 Developing Medical Evidence in Claims for U.S. Totalization Disability Benefits
GN 01702.415 Development of Medical Evidence and Routing of Claims for Foreign Disability Benefits
MS 02101.004 Informational/Certified Earnings Records - Totalization (ICIC)
MS 03507.001 Introduction to SSA-2490 - Overview
MS 03509.011 Totalization (TOTL) screen
RS 01301.000 Living With, Contributions and One-Half Support
RS 01404.005 Lag earnings
When an applicant files for U.S. Totalization benefits under the U.S. - Australian Agreement, the field office (FO) must complete Part I of Form SSA-2490-BK (Application For Benefits Under A U.S. International Social Security Agreement) using the appropriate Modernized Claim System (MCS) screens. The FO must also complete the appropriate retirement, survivors, or disability insurance application(s).
An individual who wishes to file for both U.S. Totalization benefits and Australian benefits must complete Part I of Form SSA-2490-BK, the appropriate retirement, survivors or disability insurance application(s) and the following special Australian forms.
Application (AUS140-US(A).0210 Part B - Australian Pension Claim)
Form Mod(i) (CIS- U.S.0210)
Work Ability Form (AUS142-UU.0210 - for disability applications only)
SSA- 1278 Request for Payment of Reimbursable Expenses under the U.S.A. - Australia Agreement on Social Security
You can access these special Australian forms in the Totalization Benefits Resource
When an applicant is filing for regular (non-Totalization) benefits from the U.S. and benefits from Australia (regular or Totalization), it is not necessary to complete the SSA-2490. However, the Modernized Claims System (MCS) will not allow clearance of the claim for U.S. benefits until the path for the SSA-2490 is entered. To clear the U.S. claim, complete only the first (FINF) screen in the SSA-2490 path. This will release the claim for U.S. benefits for award or denial. The claim for Australian benefits should then be completed using the Australian forms described in GN
It is not necessary to take an SSA-2490-BK in claims for U.S. auxiliary benefits in life cases or in survivor cases where there was a previously approved award in a life case since this application would have been completed previously in connection with the NH's claim.
Form SSA-2490-BK is available through MCS. Use the MCS version only when the number holder (NH) is filing for:
U.S. retirement or disability Totalization benefits only, or
U.S. retirement or disability benefits (regular or Totalization) and concurrently for Australian benefits.
Do not use the MCS version of Form SSA-2490-BK when the applicant is filing for :
Australian benefits only, or
U.S. or Canadian survivors benefits.
Use the 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.
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.
Use the following information to determine which application screens to complete when taking claims for U.S. Totalization benefits under the agreement with Australia.
In retirement or disability claims, complete the appropriate retirement or disability benefit MCS application screens, the TOTALIZATION (TOTL) screen (see MS
03509.011), and the SSA-2490 screens (see MS
In survivors claims, complete the appropriate MCS application screens, the TOTALIZATION (TOTL) screen (see MS
03509.011), and Part I of the paper or electronic Form SSA-2490-BK.
All applicants for Australian benefits must complete a special application form (Form AUS140–US(A).0210). This form has two parts. Part A contains instructions for completing the form and Part B is the actual application. Since Australian benefits are income/resource tested, all applicants must also complete Form Mod (i) listing their income and assets. In addition, applicants for Australian disability benefits must also complete a Work Ability-Customer Information form (Form WA) showing how their disabilities impact their daily activities.
When applicants submit special application forms for Australian benefit, the FO should:
Access the Totalization Benefits Resource
Print Part A and B of the Australian application form (Form AUS140–US(A).0210) and income and assets form (Form Mod i) and give them to the applicant for completion.
If the applicant is filing for disability benefits, also print the Work Ability form (Form WA) and give it to the applicant for completion.
Provide any necessary assistance in completing the Australian forms.
Photocopy and certify any documents (evidence) submitted by the applicant.
Send the claim (with certified copies) to OIO in Baltimore at the address shown in GN
Once OIO receives the claim, OIO will send the claim directly to the Australian agency along with a copy of the applicant's U.S. coverage record.
MS 03507.001, Introduction to SSA-2490 - Overview
MS 03509.011 Totalization (TOTL)
GN 01702.310 Routing of Claims for U.S. Benefits Involving Totalization
GN 01702.315 Processing Totalization Insured - Status Notices in Claims for U.S. Benefits