When the NH meets insured status requirements based on U.S. QCs alone and Totalization
does not establish an earlier month of entitlement, Totalization benefits are not
payable. In this case, develop and route the claim to the PSC of jurisdiction.
If Totalization establishes an earlier month of entitlement,
Complete the Modernized Development Worksheet (MDW) screen with a field office (FO)
code of PC 8 for retirement or survivors benefits or E15 for disability benefits to
show the date the claim is being forwarded to DIO.
Show “Totalization” as the ISSUE when completing the MDW screen.
Add a TICKLE date of the day after you take the action to add the MDW update.
Enter "ADM" as the category for retirement and survivors benefits; enter "2560" as
the category for disability claims.
DIO will obtain the foreign coverage record and establish an earlier month of entitlement,