TN 2 (09-85)

GN 01704.550 Obtaining Certifiable Data from MBR

1. A. 

   BETs may certify dates of birth and dates of death shown on an MBR to foreign agencies, providing SSA has paid benefits or would pay benefits based on the dates as factors of entitlement; i.e.:

   1. 1. 

      Lump-sum or survivors benefits have been paid based on the date of death shown on the MBR for a deceased number holder, or the PODF (proof of death furnished) data field indicates “P.”

   2. 2. 

      Benefits have been paid based on the date of birth shown including “A's” who were converted from “HA's” at age 65, or if benefits are not paid based on the date of birth; i.e., the beneficiary is an E, B2 or HA, the date of birth shown for the beneficiary is followed by a proof code of “B,” “C,” “Q” or “F.” (See SM 00510.175C.5.)

   NOTE: Dates of birth are not factors of entitlement for HAs, young spouses and mothers/fathers.

2. B. 

   Certify the monthly benefit creditable (MBC) from an MBR if the only RSDI payment documentation available is a copy of the award form (SSA-101-U3), and there is an MBR already in the folder which displays the MBC(s) for entitlement periods beginning with June 1982. Do not show the amounts shown on a Form SSA-101-U3 for periods after June 1982, because they might not be the actual amount creditable. The amounts shown on a Form SSA-101-U3 for months prior to June 1982 may be certified. Refer to SM 00848.780 before extracting MBC(s) for certification. Request assistance from CAs if you have difficulty determining MBCs.