Identification Number:
GN 01757 TN 1
Intended Audience:See Transmittal Sheet
Originating Office:ORDP ODEPPIN
Title:Agreement with Brazil
Type:POMS Transmittals
Program:Title II (RSI),Title XVI (SSI)
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part GN – General
Chapter 017 – Totalization Benefits
Subchapter 57 – Agreement with Brazil
Transmittal No. 1, 08/05/2019

Audience

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

Originating Component

ODEPPIN

Effective Date

Upon Receipt

Background

October 1, 2018, was the effective date of the Totalization agreement between the United States and Brazil. The two main purposes of the agreement are:

  • To eliminate the dual social security coverage and taxation that occurs when a worker from the United States works in Brazil, or vice versa, and must pay social security taxes to both the United States and Brazil on the same earnings.

  • To fill gaps in benefit protection for workers who divide their careers between the United States and Brazil.

This new subchapter provides background information on the Brazilian social security system and explains the major provisions of the agreement and provides instructions on how to take and process claims for both U.S. and Brazilian social security benefits filed under the agreement.

Summary of Changes

GN 01757.220 Additional Applications for Benefits under the Agreement with Brazil

This section explains what application form claimants must complete for Brazilian benefits and the procedure to follow if an applicant wants to file for Brazilian benefits.

GN 01757.225 Requests for Status of Applications for Brazil Benefits

This section explains the procedure to follow if an applicant contacts us and asks for the status of his or her claim for Brazilian benefits.

GN 01757.220 Additional Applications for Benefits under the Agreement with Brazil

A. Forms to complete for Brazilian Benefits

An applicant filing for Brazilian benefits must complete one or more Brazilian application forms, in addition to the SSA-2490-BK. The Brazilian form(s) will vary depending on the type of benefit.

B. Application process for Brazilian benefits

SSA FOs should not attempt to assist applicants in filling out Brazilian forms. However, SSA personnel may advise applicants that Brazilian application forms are available online at: http://www.previdencia.gov.br/servicos-ao-cidadao/todos-os-servicos/. After the applicant files a claim for Brazilian benefits with SSA, the Brazilian agency will mail any additional appropriate Brazilian forms to the applicant. The Brazilian agency will include instructions for the applicant to complete the forms and mail directly to the Brazilian agency along with any additional required evidence.

C. Procedure for filing an application for Brazilian benefits

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

  • accept, photocopy, and certify the application and the special forms;

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

  • return the photocopied application and photocopied special forms to the applicant with any original evidence documents;

  • request an “Informational/Certified Earnings Record” (ICERS) as described in MS ICERS 001.004;

  • send the original Brazilian application and special forms, with any additional claims material such as certified photocopies of evidence documents to DIO at the following address:

Office of Earnings and International Operations
Division of International Operations
P.O. Box 17769
Baltimore, MD 21235
  • Complete the MDW screen showing the date you sent the Brazilian claim to DIO. Show “Totalization” as the ISSUE.

Once DIO receives the claim, they send it to the Brazilian agency with the evidence and the worker’s U.S. coverage record. DIO annotates the MDW with the type of claim and date and sends the claim to Brazil.

If an applicant wishes to file for Brazilian benefits and does not bring the Brazilian special forms, see GN 01757.215 for instructions on how to accept the claim for benefits.

GN 01757.225 Requests for Status of Applications for Brazil Benefits

A. Automatic status notice for an application for Brazilian benefits

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

B. If the applicant requests status of Brazilian claim

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

  1. 1. 

    Check the MDW screen to see if DIO sent the claim to Brazil. If DIO has not yet 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, Maryland21235-7769
  2. 2. 

    If DIO completed the MDW screen indicating they forwarded the claim to the Brazilian agency, advise the applicant to write directly to the Brazilian agency at the following address:

    National Social Insurance Institute (INSS)
    PREVCartas
    Caixa Postal 09714
    CEP 70040-976
    Brasília/DF BRAZIL

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

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


GN 01757 TN 1 - Agreement with Brazil - 8/05/2019