Identification Number:
GN 01770 TN BASIC
Intended Audience:See Transmittal Sheet
Originating Office:OIP
Title:International Agreements - Continued
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part GN – General
Chapter 017 – Totalization Benefits
Subchapter 70 – International Agreements - Continued
Transmittal No. BASIC, 07/01/2019

Audience

FO/TSC: CS, CS TII, DRT , FR, OA, OS, RR, CSR, TA, CTE, TSC-CSR;
OCO-OEIO: BET, BIES, BTE, CIES, CTE, DSE, FCR, FDE, PETL, RECONE, RECONR, RECOVR;

Originating Component

ODEPPIN

Effective Date

Upon Receipt

Background

A totalization agreement with Slovenia became effective February 1, 2019. 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 Slovenia or vice versa, and both the United States and Slovenia 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 Untied States and Slovenia.

This new transmittal explains the provisions of the agreement relating to benefit protections for workers who divide their careers between the United States and Slovenia. It also provides instructions on how to take and process claims for both U.S. and Slovenian social security benefits filed under the agreement.

 

Summary of Changes

GN 01770.001 Overview of the Totalization Agreement with Slovenia

This section explains the purpose of the U.S. totalization agreement and gives a preview of the subchapter contents.

 

GN 01770.010 Overview of the Slovenian Social Security System

This section describes the basic structure of the Slovenian social security system and the types of benefits payable by Slovenia.

 

GN 01770.015 Coverage and Contributions under the Slovenian Social Security System

This section explains whom the Slovenian social security system covers and who must contribute.

 

GN 01770.020 Slovenian Benefits Eligibility Requirements

This section explains the Slovenian social security retirement benefits available under the agreement. It also lists the basic requirements for those benefits and provides contact information for persons seeking official information about Slovenian social security benefits.

 

GN 01770.105 Effective Date of the Agreement with Slovenia

This section provides the effective date of the agreement with Slovenia and how either country can use a worker's coverage earned prior to that date to establish entitlement to benefits. It points out the earliest possible date to qualify for U.S. or Slovenian benefits under the agreement.

 

GN 01770.110 Scope of the Agreement with Slovenia

This section explains what social security benefits and taxes are included within the scope of the agreement.

 

GN 01770.120 U.S. Totalization Benefits under the Agreement with Slovenia

This section explains how the Social Security Administration (SSA) can convert Slovenian coverage to U.S. quarters of coverage. This section also explains when SSA can combine Slovenian coverage with U.S. coverage to determine insured status, and how to establish entitlement to U.S. totalization benefits.

 

GN 01770.125 Application Process for Benefits under the Agreement with Slovenia

This section explains which applications forms a person must complete to apply for U.S. or Slovenian benefits under the agreement. It also explains that applicants must use form SSA-2490-BK (Application for Benefits under a U.S. International Social Security Agreement) to file for benefits under the U.S. - Slovenian agreement.

 

GN 01770.140 Exceptions to Section 202(t)(1) Alien Nonpayment Provision under the Agreement with Slovenia

This section explains how individuals who are not U.S. citizens or nationals who resided in Slovenia are exempt from the alien non-payment provision under section 202(t)(1).

 

GN 01770.145 Exceptions to Section 202(t)(11) U.S. Residency Requirements for Certain

This section explains how non-U.S. citizen dependents or survivors who reside in Slovenia or who are citizens of Slovenia are exempt from section 202(t)(11).

 

GN 01770.150 Filing Appeals of Decisions under the Agreement with Slovenia

This section explains that claimants for U.S. or Slovenian benefits may file an appeal of a claims decision either country.

 

GN 01770.205 Evidence Required for U.S. Totalization Benefits under the Agreement with Slovenia

This section explains what evidence an applicant needs to submit in connection with a claim for U.S. totalizaiton benefits under the Slovenian agreement.

 

GN 01770.210 Developing Evidence and Establishing Entitlement Factors in Claims for Slovenian Benefits

This section explains the types of evidence needed to support a claim for Slovenian benefits and the procedures to follow in developing that evidence. This section also explains which factors of entitlement and insured status are necessary for Slovenian benefits.

 

GN 01770.215 Applications for Benefits under the Agreement with Slovenia

This section explains what application forms a person must complete to apply for U.S. or Slovenian benefits under the agreement. This section also explains that applicants must use form SSA-2490-BK (Applications for Benefits under a U.S. International Social Security Agreement) to file for benefits under the Slovenian agreement.

 

GN 01770.220 Additional Applications for Benefits under the Agreement with Slovenia

This section explains that in addition to the mandatory completion of the SSA-2490-BK, applicants may need to complete other application forms for Slovenian benefits. This section explains the procedure to follow if an applicant brings one of the special forms to the field office.

 

GN 01770.225 Requests for Status of Applications for Slovenian Benefits

This section explains what procedure to follow if an applicant contacts SSA for the status of his or her claim for Slovenian benefits.

GN 01770.001 Overview of the Totalization Agreement with Slovenia

A. Introduction to the U.S.-Slovenia totalization agreement

The Social Security agreement between the United States and Slovenia:

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

  • permits workers (and their dependents and survivors) to qualify for partial U.S. or Slovenian benefits, even if they do not meet the normal insured status requirements.

B. Purpose of the U.S.-Slovenia totalization agreement

This subchapter provides:

  • a brief overview of the Slovenian system;

  • eligibility requirements for Slovenian benefits; and

  • an explanation of the provisions of the agreement.

For more information on the Slovenian social security system, click to visit the International Programs webpage . To find out how the agreement eliminates dual coverage, see sections RS 02002.700 through RS 02002.755.

GN 01770.010 Overview of the Slovenian Social Security System

The Slovenian social insurance system provides old-age retirement, disability, and survivor benefits.

The Slovenian social security system consists of a mandatory defined benefit pension financed on a pay-as-you go basis, supplemented by a voluntary occupational pension system and a voluntary tax-deductible savings scheme for employers and their employees. The mandatory defined benefit system, which is a contributory program, covers almost all residents of Slovenia.

 

GN 01770.015 Coverage and Contributions under the Slovenian Social Security System

Slovenian social security extends coverage to workers who meet applicable eligibility requirements, including a minimum length-of-coverage requirement. The entire Slovenian population above retirement age is entitled to a pension or social security benefit.

The amount of the Slovenian benefit is set by:

  • a percentage of a worker's average earnings;

  • the total number of years of contributions;

  • gender; and

  • age

Note: A voluntary occupational pension system and a voluntary tax-deductible savings scheme exist to supplement the basic benefit and is not subject to this agreement.

 

GN 01770.020 Slovenian Benefits Eligibility Requirements

A. Types of Slovenian social security benefits

This section describes old-age, retirement, disability, and survivors benefits. These are the only Slovenian benefits included within the scope of the agreement.

B. Description of eligibility requirements

1. Old-age retirement benefit

To qualify for an old-age benefit, a worker must be age:

  • 65 with 15 years of service; or

  • 60 with 40 years of service for early retirement

2. Disability benefits

a. Slovenia has three categories of disability beneficiaries

  • Category I-disabled workers completely incapable of work

  • Category II-disabled workers over age 55 or unable to rehabilitate who have lost 50% of their work capacity

  • Category III- disabled workers who can work at least 4 hours a day, but not without prior rehabilitation

b. To qualify for disability benefits, a worker:

  • age 30 or older must have worked 1/3 of the period between attainment of age 20 and the date of disability onset

  • age 21-29 must have worked at least 1/4 of the same period

  • younger than age 21, must have worked at least 3 months

3. Survivor benefits

Slovenia pays survivor benefits to the following:

  • widow(er)s or surviving partner/cohabitants, who are at least age 53 at the time of the worker's death (receipt of the benefit is deferred until age 58), disabled, caring for a child of the worker, or who give birth to a child of the worker within 300 days of the worker's death.

  • surviving partner/cohabitants who, in addition to the requirements above, must have either cohabited for 3 years prior to worker's death or for at least the past year if they had a child.

  • divorced spouses entitled to a maintenance right (alimony) prior to the worker’s death.

  • children under age 15, or until age 18 if registered at an employment office, age 26 if attending a secondary or tertiary (universities, trade schools and colleges) level educational institution, or without age limit if disabled.

  • stepchildren, adopted children, and grandchildren who were in the worker's care at the time of his or her death.

  • parents, adoptive parents, and grandparents who were in the worker's care at the time of his or her death

C. Administrative organization for Slovenian benefits

The Institute for Pension and Invalidity Insurance of Slovenia (IPII) operates the pension system of Slovenia. If inquirers request additional information about Slovenian benefits, advise them that the Social Security Administration (SSA) cannot provide official information about Slovenian benefits. Refer all inquirers seeking additional information about the Slovenian pension system to the following address:

Pension and Disability Insurance Institute of Slovenia
Kolodvorska 15 SI-1518 Ljubljana
Slovenia

GN 01770.105 Effective Date of the Agreement with Slovenia

The agreement with Slovenia became effective February 1, 2019. The United States and Slovenia can use periods of U.S. and Slovenian social security coverage earned in the United States or Slovenia before February 1, 2019 to establish entitlement to U.S. or Slovenian benefits. However, the earliest possible date of entitlement to benefits under the agreement is February 1, 2019.

GN 01770.110 Scope of the Agreement with Slovenia

 

A. Benefit programs included under the U.S.-Slovenian agreement

The provisions of the agreement that permit persons to qualify for benefits based on combined U.S. and Slovenian 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. Slovenian retirement, survivors, and disability benefits

The agreement applies to the Slovenian old-age retirement, survivor, 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

  • Slovenian social security taxes that finance old-age retirement, survivors, disability, health insurance, sickness and maternity, work injury and unemployment programs.

GN 01770.120 U.S. Totalization Benefits under the Agreement with Slovenia

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 Slovenian 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 will not count Slovenian 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. The initial denial automatically generates a 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 Slovenian earnings record.

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

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

B. Crediting Slovenian 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 Slovenia. SSA does not provide credit for the following:

  • Slovenian 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 Slovenian coverage, we compute the amount of the U.S. Totalization benefit using the computation method described in GN 0171.200

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 Processing of U.S. Totalization Claims and Foreign Claims (Regular and Totalization)

 

GN 01770.125 Application Process for Benefits under the Agreement with Slovenia

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

The agreement modifies the insured status requirements of the Slovenian social insurance system. Under the agreement, if a worker has at least 12 months of Slovenian coverage, but not enough to receive an old-age retirement benefit, Slovenia will credit 3 months of coverage for each quarter of coverage SSA certifies.

For more information about eligibility requirements for Slovenian benefits, see GN 01770.020.

GN 01770.140 Exceptions to Section 202(t)(1) Alien Nonpayment Provision under the Agreement with Slovenia

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

Section 202(t)(l) 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 U.S. for more than 6 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 Slovenia were exempt from the alien nonpayment provision prior to the effective date of the U.S.-Slovenian agreement as described in RS 02610.015. However, Slovenian 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.-Slovenian agreement, dependent and survivor beneficiaries who are residents of Slovenia 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 Slovenia, then develop citizenship status to verify that the exception provided by Slovenian citizenship applies.

For more information about exceptions to the additional U.S. residency requirements for alien dependents and survivors under the U.S.-Slovenian Agreement, see GN 1770.145.

C. References

  • RS 02610.010 Exceptions to Alien Nonpayment

  • RS 02610.015 Status of Countries for Applying Exceptions Based on Citizenship

 

GN 01770.145 Exceptions to Section 202(t)(11) U.S. Residency Requirements for Certain Dependents and Survivors under the Agreement with Slovenia

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.-Slovenian 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 Residency Requirement 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 Slovenian citizenship or residency, develop for Slovenian citizenship and residence status.

 

GN 01770.150 Filing Appeals of Decisions under the Agreement with Slovenia

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

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

GN 01770.205 Evidence Required for U.S. Totalization Benefits under the Agreement with Slovenia

A. Policy for required evidence

When an applicant files for U.S. totalization benefits under the agreement with Slovenia, he or she must use 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 as noted in GN 01702.200 through GN 01702.230 when claiming totalization benefits from the United States.

GN 01770.210 Developing Evidence and Establishing Entitlement Factors in Claims for Slovenian Benefits

Under the agreement with Slovenia, the Social Security Administration (SSA) takes applications for both regular and totalization benefits on behalf of Slovenia. 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 Slovenia to establish the same factor for Slovenian benefits.

B. Establishing entitlement factors for Slovenian retirement, survivor, and disability benefits

1. All claims

Establish entitlement factors for all claims as follows:

  • worker's date of birth; and

  • worker's Slovenian social security identification number

2. Retirement claims

Establish entitlement factors for retirement claims 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 Slovenian disability claims is the degree of the worker's disability (medical evidence).

C. Developing evidence for Slovenian benefits

Take the following actions when developing evidence to support claims for Slovenian 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 Slovenian 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 Office of Earnings and International Operations (OEIO) 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 Slovenian claim to OEIO. Show "Totalization" as the ISSUE.

  • inform the applicant that the responsible Slovenian 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 Slovenian 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 of jurisdiction. Electronically send a certified photocopy of the relevant evidence with the Slovenian claim to OEIO.

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

Obtain NH’s U.S. earnings records in all claims for Slovenian benefits as follows:

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

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

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

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

In addition to developing evidence, take the following actions to develop medical evidence for Slovenian disability claims:

a. Slovenian benefits only

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

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 Slovenian 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 Slovenian agency will contact him or her directly to obtain any required evidence.

b. Slovenian benefits and concurrent Title II claims

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

D. References

GN 01770.125 Application Process for Benefits Under the Agreement with Slovenia

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 02101.004 Informational/Certified Earnings Record – Totalization (ICIC)

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

GN 01770.215 Applications for Benefits under the Agreement with Slovenia

A. Filing for U.S. Totalization benefits

An applicant filing for benefits under the agreement with Slovenia 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 United States only

  • Slovenia 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 Slovenian 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:

  • Slovenian benefits only; or

  • U.S. or Slovenian 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 which application screens are required on MCS for Totalization benefits

Use the following information to determine the application screens to complete when taking claims under the agreement with Slovenia for U.S. totalization benefits or Slovenian benefits:

1. U.S. Totalization benefits only

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).

2. Slovenian Benefits only (regular or Totalization)

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

3. Slovenian benefits (regular or Totalization) and U.S. (regular or totalization)

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).

a. 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 Slovenian social security identification number

Enter the worker and each claimant's Slovenian EMSO number or the Slovenian File number on all claims. If the EMSO or File 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 and GN 00302.470);

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

  • name of the agency to which the worker last contributed. NOTE: The Slovenian agency will need this information to transmit the NH’s Slovenian coverage record.

E. Procedure for required remarks

If the worker or claimant presents his or her EMSO card or File 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 03509.011 Totalization (TOTL)

MS 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 01770.220 Additional Applications for Benefits under the Agreement with Slovenia

A. Forms to complete for Slovenian Benefits

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

B. Application process for Slovenian benefits

The Social Security Administration (SSA) field offices (FO) will accept applications for Slovenian benefits with or without the special Slovenian application forms. After receiving a claim for Slovenian benefits filed with SSA, the Slovenian agency will mail the appropriate Slovenian forms to the applicant, if necessary. The Slovenian agency will include instructions for the applicant to complete the forms and mail directly to the Slovenian agency along with any additional required evidence.

C. Procedure for filing an application for Slovenian benefits

If an applicant wishes to file for Slovenian benefits and brings the special forms for Slovenian benefits to the FO, take the following actions:

  • accept, photocopy, and certify the application.

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

  • request an “Informational/Certified Earnings Record” (ICERS) as described in MS ICERS 2101.004.

  • send the Slovenian application and any additional claims material to the Office of Earnings and International Operations (OEIO) in Baltimore at the following address:

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 Slovenian claim to OEIO. Show “Totalization” as the ISSUE.

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

D. References

MS 02101.004 Informational/Certified Earnings Records - Totalization (ICIC)

GN 01770.215 Applications for Benefits under the Agreement with Slovenia

GN 01770.225 Requests for Status of Applications for Slovenian Benefits

A. Automatic status notice for an application for Slovenia benefits

When the Division of International Operations (DIO) forwards information about a Slovenian claim, certified copies of evidence, and a copy of the worker’s U.S. coverage record to Slovenia, 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 Slovenian agency. The system automatically generates a notice that the BET sends to the applicant.

B. Applicant requests status of Slovenian claim

If an applicant contacts the Social Security Administration (SSA) for the status of his or her claim for Slovenian benefits take the following actions:

1. Checking the MDW screen

Check the MDW to see if DIO sent the claim to Slovenia. If the 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 the DIO annotated the MDW indicating they forwarded the claim to the Slovenian agency, advise the applicant to write directly to the Slovenian agency at the following address:

Pension and Disability Insurance Institute of Slovenia
Kolodvorska 15
SI-1518 Ljubljana
Slovenia

Note: The DIO is unable to determine the status of a Slovenian claim once a technician forwards the claim to Slovenia. For more information about status requests in Totalization claims, see GN 01702.520.


GN 01770 TN BASIC - International Agreements - Continued - 7/01/2019