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The Social Security Determination Rules

Roadmap Basics - Social Security

Step 3 - Assignments between Treaty Countries


If you have determined that EC Regulation 883/2004 does not apply, your next step is to verify whether the employee's country of origin and country of work have signed a bilateral social security agreement (also known as a Totalization Agreement).


Social Security Agreements differ from one another

There is no standard Totalization Agreement; therefore, each one requires individual research:


  • Whom does it apply to (workers, family members, retired workers, etc.)?

  • Are there nationality and/or country of residence requirements?

  • To which territory does it apply?

  • To which insurance does it apply?

  • What is the main rule, and which exceptions are in place?

  • Is there a multi-state article?

  • Is there a consultation article?

  • What are the application requirements?



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