PROGRAM OPERATIONS MANUAL SYSTEMPart GN – GeneralChapter 017 – Totalization BenefitsSubchapter 27 – Agreement with PortugalTransmittal No. 3, 02/05/2019
This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.
Summary of Changes
GN 01727.020 Portuguese Social Security Benefits Eligibility Requirements
Edit to reflect a recent change in Portuguese law to the retirement age. The age changed from 65 to 66 and 4 months.
Although Portugal pays many different categories of benefits, this section describes only the retirement, disability and survivors benefits. These are the only Portuguese benefits included within the scope of the agreement.
Retirement benefits are payable at age 66 and 4 months with 15 years of contributions. An earlier retirement age is possible under the special occupational systems.
Disability benefits are payable if the worker is under retirement age and permanently unable to earn more than one-third of previous earnings due to a non-work related illness or injury. Also, the worker must have 60 months (5 years) of contributions; however, no recent credits are required.
There is no provision for benefits paid to spouses. However, a spouses supplement may be payable to a retired or disabled worker with a dependent spouse.
There is no provision for divorced spouses benefits.
There is no provision for childrens benefits.
For a Portuguese survivors benefit to be payable, the deceased worker must have had at least 36 months (3 years) of contributions.
A widow can receive a benefit at any age if she was married to the worker for at least 1 year (unless death was accidental or there are dependent children). If the widow is under age 35, the benefit is payable only for 5years unless the widow is disabled or has dependent children.
A widower can receive a benefit if he is age 65 or totally and permanently disabled at his wifes death and he was married to the worker for at least 1 year (unless death was accidental or there are dependent children).
The requirements for a divorced widow are the same as for a widow if she was entitled to court-ordered alimony at the time of the workers death.
There is no provision for a divorced widower benefit.
A child can receive a benefit if under age 18 (age 24 if full-time student) or at any age if disabled. The benefit is doubled if both parents are deceased.
Other dependent relatives can receive a benefit if they are currently eligible to receive a family allowance and there is no surviving spouse or child beneficiary.
A funeral grant is a one-time payment payable if the worker was receiving a benefit or was covered under the Portuguese system at the time of death.
A survivors grant is a one-time payment to a surviving spouse and other dependent survivors if the deceased had at least 6 months of coverage, including at least 3 months of contributions.
Advise individuals that SSA cannot give official information about Portuguese benefits. Refer those individuals who want official information about Portuguese benefits to: