U.S. GOVERNMENT PUBLISHING OFFICE

WASHINGTON : 

1 

79–011 2018

115th Congress, 2d Session – – – – – – – – – – – – House Document 115–102 

AGREEMENT ON SOCIAL SECURITY BETWEEN THE 

UNITED STATES AND URUGUAY 

MESSAGE 

FROM

THE PRESIDENT OF THE UNITED STATES 

TRANSMITTING

A SOCIAL SECURITY TOTALIZATION AGREEMENT WITH URUGUAY, 

PURSUANT TO 42 U.S.C. 433(e)(1); AUG. 14, 1935, CH. 531, TITLE 

II, SEC. 233(e)(1) (AS AMENDED BY PUBLIC LAW 95–216, SEC. 

317(a)); (91 STAT. 1539) 

MARCH 20, 2018.—Message and accompanying papers referred to the 

Committee on Ways and Means and ordered to be printed 


E:\Seals\Congress.#13
(1) 

To the Congress of the United States: 

Pursuant to section 233(e)(1) of the Social Security Act, as 

amended by the Social Security Amendments of 1977 (Public Law 

95–216, 42 U.S.C. 433(e)(1)), I transmit herewith a social security 

totalization agreement with Uruguay, titled ‘‘Agreement on Social 

Security between the United States of America and the Oriental 

Republic of Uruguay,’’ and the accompanying legally binding administrative arrangement, titled ‘‘Administrative Arrangement between the Competent Authorities of the United States of America 

and the Oriental Republic of Uruguay for the Implementation of 

the Agreement on Social Security between the United States of 

America and the Oriental Republic of Uruguay’’ (collectively the 

‘‘Agreements’’). The Agreements were signed at Montevideo, Uruguay, on January 10, 2017. 

The Agreements are similar in objective and content to the social 

security totalization agreements already in force with most European Union countries, Australia, Canada, Chile, Japan, Norway, 

the Republic of Korea, and Switzerland. Such bilateral agreements 

provide for limited coordination between the United States and foreign social security systems to eliminate dual social security coverage and taxation, and to help prevent the lost benefit protection 

that can occur when workers divide their careers between two 

countries. 

The Agreements contain all provisions mandated by section 233 

of the Social Security Act and, pursuant to section 233(c)(4), other 

provisions which I deem appropriate to carry out the purposes of 

section 233. 

I also transmit for the information of the Congress a report required by section 233(e)(1) of the Social Security Act on the estimated number of individuals who will be affected by the Agreements and the Agreements’ estimated cost effect. Also included are 

a summary of the main provisions and an annotated version of the 

Agreements with descriptions of each article. The Department of 

State and the Social Security Administration have recommended 

the Agreements to me. 

2 

I commend to the Congress the Agreement on Social Security between the United States of America and the Oriental Republic of 

Uruguay and the Administrative Arrangement between the United 

States of America and the Oriental Republic of Uruguay for the Implementation of the Agreement on Social Security between the 

United States of America and the Oriental Republic of Uruguay. 

DONALD J. TRUMP. 

THE WHITE HOUSE, March 19, 2018. 

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AGREEMENT ONSOCIA,L SECURITY 

BETWEEN 

THE {JNITEDSTATESOF AMERICA 

AND 

THE ORlENTAL REPUDLlC OF UR.UGUAY 

The United State$ of Ameriea (!'United States'') .and 

The·briea.tal ~public ofU:rttguay C'Umguay')) 

{hereinafter individually known as ~~Coptract:ing State;' or collectively as 

"Contracting States"), 

Being,desirous of regulating the relationship between the two countries in 

the field~f soCial security, have agreed as f.ollows: 

PART I 

Gener!'ll Provisions 

Definitions 

I. For the purposes ufthis Agreement on Social Security between the 

United .States of America and the Oriental Republic nfUnrguay 

(hereinafter "Agreement'~); · 

(a) "National'' means, 

as regards the United States, ,a n&tional of the Unit~ States 

as defined in Section 101. In:unigrationand Nationality Act, 

as ~ended, and 

as regl:ll'ds Uruguay~ a natural or ·legal citize11 as provided for 

in Articles .T3 through 75 ofth:e Constitution ofthe Republic; 
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{b) '?taws~· means the laws and regulations specified in Article 2 

ofthlsAgreement; 

as regard~ the United States~ the Commissioner of 

Social· SecUrity~ and 

a:s regardS Utu~a:y, th~ Ministerib de Trabajo y Seguridad 

Social (Ministry ofLahor and Social Security}, and by 

delegation, the Banco d.e Prevision Social (Sucia1 Security 

:Sank); 

(d) ''Competent Institution'~ means, 

as reg~ds tlle United States~ the 

Social Security Administration:, and 

~s regards Uruguay~ the Banco ® Previsi6n S4eial (Soc;i~ 

Security Bank1 the Caja Notarial de ~guridad. Social 

(Notarial Social Security Fun~), the Caja .. de Jubiiaciones y 

Pen&i:Ones de Profesionales Unlversitarios:.(Pension and 

Retirement Fund ofUniversit¥ P.tofessiunals), the Caja de 

Jubi:laciartes y Pensiot:tes .a.ancaria$ (Banking Pension and 

Retirement Fund), the Servicio de Retiros y Pe:nsio:nes 

Poticiales{Police R.~tire,ment and PenSion Fund); :mdtbe 

Servicio de Retiros y Pensiones de las Fuerzas Armadas 

(Arined For~es PeJlSion and 'Reti;rementFun<i); 

{e) ~·Liaison In~titutionn means the organization ;responsible for 

coordinating and exehanging information betWeen the 

Competent Institutions of both Contracting States; 
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(f) 

(g) 

(h) 

"Period of Coverage" means a period of paymeut of 

contributions or a period of earnings from employment or 

self"employment, as. defined or recognized as a period of 

coverage by the Laws ,under which such period has been 

completed, or any similar period insofar as it is recognized 

by such Law$ as equivalent to a period of coverage; 

"Benefit'' means any benefit provided for in the Laws 

specified in Article 2 of this Agreement; and 

''Personal Data" means any information relating to a specific 

(identified {)r identifiable) person, as well as any infonnatiQn 

that can be used to distin:gUish .or trace an individual's 

identity. This includes, but is. not limited to, the following: 

any individual identifier; citizenship, nationality, 

statelessness, or refugee status; benefits, eligibility, or other 

claims information; contact information; medical information 

or lay informati'On :used in a medical determination; 

information abQut marital, familial., or personal relationships; 

and information pertaining to work, financial, or economic 

status. 

2.. Any term not defmed in this Article shall have the meaning 

assigned to it in the applicable Laws. 

Article 2 

Material Sco_p!:! 

1. For the ptit:pos~ of this Agreement, the, applicable Laws are: 

(a) as regards the United States,. the laws governing the Federal 

old-~e, survivors, and disability insurance program: 

(i) Title II of the Social Security Act and regulations 

pertaining ·thereto, ex.cept sections 226, 226A, and 228 

ofthat title, and regulations pertaining to those 

sections, and 
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(b) 

(ii) Chapters 2 and 21 of the Intemal Revenue Code of 

1986 and regulations pertaining to those chapters; and 

as regards Uruguay, the constitutional, legal and regulatory 

provisions regarding th¢ .contributory benefits for disability, 

old age and survivors~ managed by the Banco de Prevision 

Sodat (Social Security Bank), the Caja Notarial de 

Seguridad Social (No~rial Social Security Fund), the Caja de 

Jubilaciones y Pensiones de Prof'esionales Universitarios 

(Pension and Retirement Fund of University Professionals), 

:the Caja de Jubila:ciones y Pensiones Bancarias (Banking 

Pension and Retirement Fund), the Servicio de Retjros y 

Pensiones Policiales (Policl;'l Retirementand Pension Fund), 

·~the Servi~io de Retires y Pensiones de las Fuerzas 

Armadas (Armed Fcrces Pension and Retirement Fund); 

2. Unless otherwise provided in this Agreement, the Laws referred to 

in paragraph 1 of this Article shall not include treaties or other 

international agreements or supranational legislation on Social . 

Security concluded between one Contracting State and a third State, 

or Laws promulgated for their specit1c implementation .. 

3.. This Agreement Shall apply to any amendments to the Laws. 

including cha~s to the Laws that extend the provisions of thi}l 

Agreement in a Contracting State to new categories of·beneficiaries 

or new benefits, unless the Com;petent Authority of suc:h 

Contracting State noti;fies: the Competent Authority oftbe other 

Contracting State in writing within three (3) months after the 

official publication of the new legislation or regulations that no 

such extensi;on is intended under the tenns of this Agreement. 
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Article 3 

Personal Scope 

This Agreeme,nt shall apply to: 

(a) persons who are or have been subject to the Laws of one or 

both Contracting States; and 

(b) other persons with respect to the rights they derive from the 

persons described in sub-paragraph (a) of this Article; 

Ariicle4 

Equality of Treatment and Portability ofBenefits 

I, Unless otherwise provided in this Agreement, persons described in 

Article 3 of this Agreement who reside in the territory of one 

Contracting State shall receive equal treatment with Nationals of 

snch Ct:mtracting State as regards the application of its Laws. 

2. Unless otherwise provided in this Agreement, any provision ofthe 

Laws of a Contracting State which restricts entitlement to or 

payment of Benefits ·solely because a person resides outside or is 

absent :from·the territory ofthat Contr.acting State shall no:t be 

applicable to a person who resides in the territory of the other 

Contracting State. 
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PAR'l'U 

Provisions Concerning Applicable Laws 

Article 5 

General Ru1es 

Except as otherwise provided in this Part, a person employed or 

seff..employed Within the territory of one of the Contracting States, with 

respect to that employment or self.:.employment, s,ball be sul;lje.ct to the 

Laws of only th~ Contracting State, 

Article6 

Specific Rules 

1. Where a person who is normally employed in the territory of one 

Contracting State by an employer in that territory is sent by that 

employer to the· territory ofthe other Contracting State for a 

temporary period that is.not expected to.exceed five (5) years, the 

person shall be subject to 'the Laws of only the first Contracting 

State as if the person were still employed in the territory of the first 

Contracting State. 

2. When a self;,;emplpyed worker transfers from the te.rrit()ry of one. 

Contracting State to the ter:ritozy of the other Contracting State for 

the purpose of perfonning his or her usual work for a period that is 

not expected .to exceed fi:ve {5) year~ he or she will be exclusively 

subject to the Laws ofthe first Contracting State as if he or she 

continued working in the territory of the ft:rSt, Contracting State. 
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3. For purposes ofapplyingparagraph l.ofthis Article in the case of 

an employee who is sent from the territory ofa Contracrlug State 

by an employer in that territory to the other Contracting State to 

work for an. affiliated c\'>mpany of that employer, that employer and 

the affiliated company of the employer(as defined under the laws 

of the Contractmg State under which the employer is organized) 

shall be considered one and the same, provided that, ifthis 

Agreement did not exist, :the employment would have been covered 

under the Laws of the Contracting State from which the employee 

wasS¢nt. 

4. Paragraphs 1 and 3 of this Article shall apply where a person who 

has been sent by his or her employer from the territory of a 

Contracting State to the territory of a third State, and who is 

compulsorily covered under the Laws of that Contracting Sta~ 

while empl()yed in the tenitory of the third State, is subsequently 

sent by that employer frqm the territory of the third State to the 

territory of the other Contracting State. 

5. (a). A person who is employed as an c;Yffi:cer or member ofa crew 

on a vessel which flies the flag of one Contracting State and 

who would be covered under the Laws of both Contractitig 

·States S!haU be subject to, the Laws of only the Contracting 

State whose flag the vessel flies, For purpQses of the 

preeeding sentence. a vessel which flies the flag of the Unit¢d 

States is one defined as an American vessel under; the Laws. of 

the United States. 

(b) Traveling employees t)fair transportation companies who 

perform work·in the territories of both Contracting States and 

who would otherwise be covered under the Laws of both 

Contracting States shall, with respect to that work, be subject 

to the Laws.of on.ly the Contracting State in the territory of 

which the company has its headquarters. However? if such 

employees reside in the territory ofthe other Contracting 

State., they shall be subject to the Laws ofonly that 

Contracting State. 
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6. (a) This Agreement shall not affect the provisions of the Vienna 

Convention on Diplomatic Relations of April 18, 1961, or of 

the Vienna Convention on Consular Relations of April 24, 

1963. 

(b) Nationals oforteoftheContractiQ,gStateswho are employed 

by the Government of that Contracting State in the territory 

ofthe other Contracting State but who are not exempt from 

th¢ LaW!! of the ·bther Contracting State QY virtue of the 

Vienna Conventibnsmentioned in subparagraph(a) ofthis 

plU'agraph shall be subject to the Laws ofonly the first 

Contractin:g State. For the purpose ofthis paragraph, 

government employment includes any work performed for a 

govemment agency or instnJn'l;entality. 

7. At the request of the W()rker and the employer or self~employed 

person, the Competent Authorities of the two Contracting States 

may agree to grant an exception: to the provisions of this ArtiCle 

with respect to particular persons or categories of persons, provided 

that any affected person shall be subject to the Laws of one of the 

Contracting States. · 
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PART ill 

Provisions on Benefits 

Article 7 

United States Benefits 

1. Where a person has completed at least six·( 6) quarters of coverage 

under United States Laws~ but does.not have sufficient 

Petiods of Coverage to satisfy tbe requirements for entitlement to 

Benefits under United States Laws, the Competent Institution of the 

United Stat~s shall take into account, for the purpose of 

establishing entitlement to Benefits nnd.er tbis Article, 

Periods of Coverage which are cre<Uted under Urugpayan Laws and 

which do not coincide with Periods of Coverage already credited 

under United States Laws. 

2. Where it is not possible to determine tbe calendar quarter during 

which a specific Period o:f Coverage was completed under the Laws 

-<>fthe United States, the United States Competent Institution will 

presume tbat the Period of Coverage does not coincide with a 

Period ofCoverage completed in Uruguay. 

3~ In determining eligibility for Bene.fits Under paragraph t of this 

Article, the CempetentJnstitution of the United States shall credit 

one·(l) quarter ofcoverage for every ninety (90) days ofcoverage 

certified by the Competent Institution ofUruguay. The total 

number of quarters of coverage to be c.reditc:id for one year lihall not 

exceed four {4). 

4. The Competent Institution of the United States shall not take into 

account Periods of Coverage that occurr.ed prior to the earliest date 

when Periods ofCoverage .may be credited tmder United States Laws~ nor will the Competent Institution of the United Sta,tes take 

into account any Periods of Coverage that !ll'e not based on wages 

or self-employment income. 
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5. Where entitlement to a Benefit under United States Laws is 

established "according to the provisions of paragraph 1 of this 

Article, the Competentinstitution of the United States shall 

compute a pro rata Primacy Insurance Amount in accordance with 

United States Laws based on: 

(a) the person's average earnings, credited exclusively under 

Uniteii StatesLaws; and 

(b) the :ratio of the duration oftheper&an's Periods of Coverage 

completed under United States Laws, to the total duration of 

a coverage lifetime as determined in accordance with 

United States Laws. 

Benefits payable under United States Laws shall be based on the 

pro rata Primary Insurance Amount. 

6. Entitlement to a Benefit under United States Laws that results from 

paragraph 1 of this Article shall terminate with the. acquisition of 

sufficient Periods of Coverage under Ullited States Laws to 

establish ·entitlement to an equal or higher Benefit without the need 

to invoke the provision of paragraph 1 "of this Article~ 

7. Article 4 ofthis Agreement shall be a,pplied by the United States in 

a manner consistent witlu;ection 233(c)(4) of the United S~s 

Social Security Act. 

Article 8 

Uruguayan Benefits 

L If Periods of Coverage have been completed under the Laws of the 

two Contracting States, the Uruguayan Competent Institution shall 

take into accoU;rtt -if necessary~ the Periods ofCoverage completed 

under the Laws of the other Contracting State in order to determine 

the entitlement to the Benefits according to the applicable Laws, 

provided that the Periods of Coverage do not overlap. 
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2. To establish the applicability ofthe provisions on :the calculation of 

total Periods ofCoverage and Benefit entitlement undet the 

Uruguayan Laws~ the periods completed in a third State bound by a 

Social Security Agreement with Uruguay which provides for the 

aggregation ofPeriods ofCoverage shall be"taken into account if 

necessary. 

3. Benefits shall be provided urtdet the intergenerational solidarity 

retirement system, and when applicable, the Benefits generated 

under the system of mandatory individual.savings (capitalization) 

will be added. 

4. The Uruguayan Competent Institution shall establish the individual 

entitlement to.a Be.nefit and shall calculate the Benefits taking into 

account the Periods of Coverage completed under the Uruguayan 

Laws, as well as those completed under the United States Laws. 

Benefits provided shall result from the most favorable calculation to 

the beneficiary by one· or the other procedure, I?gar4less ofany 

Benefit deterilliMtion made by the Unit~ States Competent 

Institution. 

5. When totalizing the Periods .ofCoverage in order to add the 

Periods of Coverage .compJeted under the .Laws of the United States 

to those completed under the Uruguayan Laws, the Uruguayan 

Competent InstitutiQp. shall apply the following calculation rules to 

establish the amountofBenefits: 

(a) The Competent Institution .shall determine the amount of the 

Benefit that the person would ·hf: entitled to, as if aU creditable 

Periods ofCoverage had been Cl;lrnpleted under its Laws 

(theoretical benefit}. 
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(b) The Competent Institution shall establish the amount of the 

Benefit by applying to the theoretical Benefit estimated 

according to its Laws, the same proportion that exists between 

the creditable Period of Coverage completed under the 

Uruguayan Laws, and the total creditable Periods of Coverage 

completed under the Laws of the two Contracting States (pro 

rata Benefit). 

6. Where the Uruguayan Laws require that, in order to be entitled to· 

the Benefit, the Periods of Coverage should be completed in a 

certain time immediately prior to the event giving rise to the 

Benefit, thlscond.ition will be considered as fulfiUed, if !he person 

is contributing under the Laws of the United Sta+es and has credit 

for at least one ( 1) quarter ofcoverage under such Laws during the 

eight (8) .calendar·quarters immediately preceding the calen.dar 

quarter in which the insured event occurs according to the Laws of 

Uruguay. 

PARTN 

Miscellaneous Provisions 

Article9 

Administrative Arrangements 

The Competent Authorities ofthe two Contracting States shall: 

(a) make all necessary administrative arrGUil:gements for the 

implementation of this Agreement and designate 

Liaison Institutions; 

(b) coiilltlunicate to each other information concerning the 

measures t,aken for the application ofthi:s Agreement; and 
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(c) communicate to each other, as soon as possi:ble, information 

concerning a1L.crumges in their respective .Laws which may 

affect the application of this Agreement. 

Article 10 

M:utual Assistance 

The Competent Authorities and the Competent Institutio~ of the 

Contracting States; within the scope oftheir respective authorities, shall 

assist each other in implementing this Agreement. This a$sistance shall be 

free of charge, subject to exceptions to be a,greed upon in :an 

administrative an:angement 

Article 11 

Confidentiality of Exchanged Personal Data 

1. Unless otherwise required by the national statutes ofa 

Contracting State, Personal Data transmitted in accordance with 

this Agreement ta ane Cpntracting State by the other 

Contracting State shall be used.exclusively for purposes of 

administering this Agreement and the applicable Laws. The 

receivingCantracting.S'tate,.s national statutes for the protectiop of 

privacy and confidentiality ofPer$0nal Data and the provisions of 

this Agreement shall govern such use. 

2. The Competent ,Autho.tities of the Contracting States shaH infonn 

each other aboutall amendments to their national statutes regarding 

the protection of privacy :and confidentiality of Personal Data that 

affect the transmission of Personal Data. 

3. The Competent Authority or Competent Institution requesting ar 

transmitting Personal Data pursu;mt to this Agreement, upon 

request~ must disclose to a person the fotlowmg: 

(a) the content of his or her Personal Data, 
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(b) the Competent Institution receiving his or her Personal Data, 

(c) the duration of use of his pr her Perso.nal Data;, and. 

(d) the pQrpose and legal grounds for which his or her 

Personal Da.ta were used or requested. 

4. The Compete.ht Authority or Competent Institution transmitting 

Personal Data pursuant to this Agreement sballtake all reasonable 

steps t9 ensure that transmitted Personal Data are accurate and 

limitc::dto data required to f.ulftll the receiving Competent 

Authority's o.r Competent Institution's request. In accordance with 

their respective national statutes, the receivio,g Competent 

Authority or Competent Institution shall correct or delete ·any 

inaccurate ~mitted Personal Data and any d.ata not required to 

fulfill the receiving Competent Institution's request, .and 

inunediately notifY the other Contracting State?s 

Competent Authority orCompetent InstitutiOn ofsuch correction. 

This shall not limit a person's right to request such correction ofhis 

or her Personal Data directly from the Compet~ent Institutions under 

their respective national .statutes. 

5, Both the transmit;ting and the receivin.g Competent Authority or 

Competent Institution·shall effectively proteqt Personal Pata 

a;gainstunauthoriz.ed or illegal access, &iteration,, or disclosure.; 

Artide12 

Confidentiality of Exchanged Employers~ Information 

Unl~ss. otherwise required by the national statutes of a Contractittg State, 

employers• infon:nation transmitted between the Contracting States in 

accordance with this Agreement ·shall be used exc:lusively for purposes of 

administering this Agn;emen:t and the applicable Laws. The receiving 

GontracJ:ing State~ & national statutes tor the pr<:~tection and co:nfidentjality 

of employers' information and the provisions ofthis Agreement shall 

govern such ~e. 
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Article 13 

Documents 

l. Where the Laws of~ Contracting State provide that @Y document 

which is submitted to the Competent Authority .or a 

Competent Institution ofthat Contracting State shall be exempted, 

wholly or partly, from fees or charge&, including consular and 

adtnihistrati:ve fees, the exemption .shall also .apply to 

corresponding documents which are .submitted to the 

Competent Authority or a Competent InstitUtion of the other 

Contracting State in the application of this Agreement. 

2. Documents and certificate;; presented for pUI."poses of this 

Agreement shall be exempted from requirements for authentication 

by diplomatic or consular authorities., as well as :translation, 

notarization, and registration. 

3. Copies of documents certified as true and exact copies by a 

Competent Institution of one Contracting St<J.te shall be accepted as 

true and ex;11ct copies l:ly aCoiQ.petent Institution oftheotht:r 

Contracting State, without further certification. Tht: 

Competent'Institution of each Contrllcting State shall be the fmal 

judge Qfthe probative value of the evidence submitted to it from 

whatever source. 

Article 14 

Carrespondence .and Languages 

1, The Competent Authorities :and Competent Institutions of the 

Contracting States may correspond directly with each other and 

with any person, wherever the person may reside.1 whenever .it is 

necessary for the administration -ofthis Agreement. 
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2. The Competent Authority or Competent Institution ofa Contracting 

State shall not rejectapplications:or documents solely because they 

m-e written in the language of the other Contracting State. 

Article 15 

Claims 

1. A written claim for Benefit;; filed with a Competent Institution of 

one Contracting State under its Laws or under this Agreement shall 

be considered as filed with the. Competent Institution of the other 

Contracting State if the applicant so requests. 

2. If an applicant has filed a Wlii:ten claim for Bene:fitswith a 

Competent Institution of one Contracting State and has not 

explicitly requested that the claim be restricted to Benefits under 

the Laws .of that Contracting State., the claim shall also protect the 

rights of claimants under the: L;;~ws of the other Contracting State if 

the applicant provides informationatthe time of filing indicating 

that the pers<>n on whose record Benefrts are claimed has completed 

Periods of Coverage under the Laws ofthe other Contracting State. 

3. The provi~ions <>fPart m of this Agre.ement shall apply only to 

Benefits for which a claim is tiled on·or after the date on which this 

Agreement enters into force. 

Article16 

Reconsideration, Appeals, and Time Limits 

1. A written request for a reconsideration or appeal of a detentt:ination 

made by a Competent Institution of one Contracti11g State may be 

validly filed with a Competent Institutioo ofeither 

Contracting State. The :reconsideration or appeal shall be decided 

according to the procedure and .Laws of the Coutracting State 

whose" decision is being reconsidered or appealed. 
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2. Any claim, notice or written request for a reconsideration or appeal 

which, under the Laws of one Contracting State~ must have been 

filed within a prescribed period with a Competent Institution of that 

Contracting State; but which is instead filed within the same period 

with a Competent Institution of the other Contracting State, shall be 

considered to have been filed on time. 

Article 17 

Transmittal of Claims, Notices~ Reconsiderations, and Appeals 

In any case to which the provisions of Article 15 or 16~ or both~ .of this 

Agre<m1ent apply~ the Competent Institution to which the .claim, notice, or 

written request for a reconsideration or appeal has been submitted shall 

indicate the date of reeeipton:the document or any form developed for this 

puwose in accordance with Article 9 stibparagraph (a), and transmit it 

without delay to the Liaison Instirution of the other Contracting State. 

Article 18 

Currency 

t Payments under this Agreement .may be mad.e in the currency of the 

Contracting State making the payments. 

2. In case provisions designed to restrict the exChange or export of 

currencies are introduced by either Contracting State. the 

Governments of both Contracting States shall immediately take 

measures neef;lssary to ensure the transfer of sums owed by either 

Contracting State under this Agreement. 
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Article 19 

Resolution of Disagreements 

l. Any diS&greement: regarding the interpretation or application of this 

Agreement shall be resolved by consultation between the 

Competent Authorities; 

2. Ifa disagreernentis not resolved within twelve (12) months from 

theinitiationofthe consultations in accordance with paragraph I of 

this Article., either Contracting State ma.y request resolution through 

diplomatic channels, in which case the Contracting States shall 

seek to resolve the dispute through such channels. 

Article20 

Supplementary Agreements 

This Agreement maY be amended in the future by supplementary 

agre<mtents. 

PARTV 

Transitional and Final Provisions 

A:l;:ticl~ 21 

Transitional Provisions 

L This Agreement.sha:ll not establish any claim to, payment of a 

Benefit for ~y period before the date of the entzy into force of this 

Agreement, or to a lump-sum death payment if the person died 

before the entry into force of this Agreement. , 
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2. Except as otherwise provided in this Agreement, in determining the 

right to Benefits under this Agreement7 ~::onsideration sh?ll be. given 

to Periods of Coverage completed under the Laws of both 

Contracting States and other events that occurred before the entry 

into force of this Agreement. 

3. In applying paragraph I. 2, :i, or4 ofArticle 6oftlris Agreement in 

the case ofpersons who were sent to work in or transferred to the 

territory of a CQ!ltrac:ting State prior to the date of entry into force 

ofthis Agreement., the period ofemployment or self~lilmployment 

referred to in that paragraph shall be considered to begin on the 

date of entry into force ofthis Agreement. 

4. Determinations concerning entitlement to Benefit$ made before the 

entry into furce of this Agreement shall not affe~;;t rights arismg 

under it. 

5. The. application ofthi:S Agreement shall not result in any reduction 

in the amount of?; Benefit to which entitlement was established 

prior to the entry into force of this Agreement 

Article 22 

Duration 

1. This Agreement shall remain in force until the expiration of one (1) 

calendar year following the year in which written notice of it~ 

denunciation is given, by one of the Contracting States to the other 

Contracting .State. 

2. If this Agree~nti$ ttmninated by denunciation, rign$ re.garding 

entitlement to or payment of Benefits acquired under itsllaU be 

retaixied. The Contracting States shall m;$.e arrangements dealing 

with rights in the process ofbeillg acquired. · 
22 


Insert offset folio 23 here HD102.020

Art1cle23 

Entry into Force 

I . Each Contracting State shall transmit to the other Contracting State 

a diplomatic note .of the compliance with aLl legal and 

constitutional requirements for the entry into force of this 

Agreement. 

2. Thi$ Agreement shall enter into force on t:he first day of the third 

month following the date of the last note ofan exchange of 

diplomatic notes in which the Contracting States notify each other 

of the completion oftheir respective necessary internal procedures 

for entry into force of this Agreement. 

IN WITNESS WHEREOF, the undersigned, being duly authorized thereto, 

have· !,'!jgned the present Agreement. 

DONE aL:J{fn:l:t~ on this JIJ!ft- day f(_f~'!!!:f , 2017, 

in duplicate, jn the English and Spanish languages, both texts being equally 

authentic. 

For the United States 

ofAmerlca: 

F(:)r the Oriental Republic 

of Uruguay: 
23 


Insert offset folio 24 here HD102.021

A])MINISTRA TJVE ARRANGEMENT 

BETWEEN THE COMPETENT AUTHORITIES OF 

THE UNITED STATES OF AMERICA AND 

THE.ORlENTAL REPUBLIC OF URUGUAY 

FOR TilE IMPLEMENTATION OF 

THE AGREEMENT ON SOCIAL SECURITY BETWEEN 

THE UNITEl>STATES OF AMERICA AND 

THE ORIENTAL REPUBLIC OF URUGUAY 

The Competent Authority of the United States of America and 

the Crnnpetent Authority of the Oriental Republic of Uruguay, 

In confon'Ility with Article 9(a) of the Agreement <>n Social Security 

between the United States of America and the Oriental Republic of 

Uruguay? signed on , hereinafter refem~d to as the 

''Agreement.'' have agreed as follows: 

CHAPTER I 

General Provisions 

Article 1 

Where terms that app~r in the Agreement are used in this Administrative 

Arrangement, they shall have the same meaning as they have in the 

Agreement. 
24 


Insert offset folio 25 here HD102.022

Atticle:2 

1. TheLfl.lison Institutions de.fined.inArticle l.l(e) oftbe Agreement 

shall be: 

(a) for the United States, the Social Security Administration (la 

J\:dministracionde la Seguridad Social}; and 

{b} for Urugu.ay; the Banco de Prevision Social (the 

Sodat Security Bank). 

2.. The Liaison Institutions ref~rred to in paragraph 1 of this Article. are 

to decide Up<m thejoint pro.cedu.res and methods necessary for the 

implementation of the Agreement and this 

Administrative Arrangement, 

CHAPTER II 

Provisions on Applicable Laws 

Article3 

1. Where.the Laws ofone Contracting State are applicable in 

accordance with any of the provisions ofArtide 5 or 6 of the 

Agreement, the Liaison lnstitutioo oftbatC6tltracting State; upon 

request of the eiDplQyer or self-employed person, shall issue a 

certificate stating that the employee or self-employed person is 

subjectto those. Laws and indicating the duration for which the 

certificate shall be valid. This <:ertifi~te Shall be evidence that the 

employee or sel::Gemployed person is exempt from the Laws on 

compulsoty covemge of the Qther Contracting State. 
25 


Insert offset folio 26 here HD102.023

2. The certificate referred to in paragraph 1 of this Article shall be 

issued; 

(a) in the U!lited States, by the Sod:al Security Administration (la 

Administraci6n de la Seguridad Social); and 

(b} in Uruguay, by the Banco de Prevision Social {fhe~ 

Social Security Ban1c). 

J. The Liaison Institution of a Contracting State that issues a certificate 

referred~ t() in paragraph l of iliis Article shall furirish a copy of the 

certificate or :rrnitually decided information from the certificate to the 

Liaison Instil\ttion .ofth.e other Contracting State as needed. 

CHAPTER III 

Provisi()ns Qn Benefits 

Article 4 

1. Claims for Benefits under the Ag~:eement shall ~ submi~d on 

forms to be developed by the Liaison Institutions ofthe tw.o 

Contracting States. 

2. The Competent Institution ofthe Contracting State, wiili whiCh a 

claim for Benefits .is first :filed in accordance with Article IS of the 

Agreement, shall provide the Liaison Institution ofthe other 

Coii1:rtlcting State with such cevidence and .other information in its 

possession as may be required to complete action on the claim, 

3. The Competent Institution ofa C(lntractirtg State which receives a 

claimtbatwas first .filed with a Comp.etent ln$tutiQn or 

Liaison Institution ofth~other Contracting State shall without delay 

pliovide the Liaison Institution ofthe other Contracting State with 

such evidence and other available information in its poSSes!!ion as 

rnay be required for it to complete action on the claim. 
26 


Insert offset folio 27 here HD102.024

4. The Competent Institution of the Contracting State with which a 

claim for Ben.efits has been filed shall verifY the infbnnation 

pertaining to tll~ claimant and the claimant's family members. The 

Liaison Institutions of both Contracting States shall decide the types 

ofinfonnation to be verified. 

CHAPTER IV 

Miscellant!o'us Provisions 

Article 5 

l. In accordance with measures to be decided pursuant to paragraph 2 

ofArtide 2 of this Admirtistrative Arrangement, the 

Liaison InstitUtion of one Contracting State shall, upon request by 

the Liaison In,stitution of the other Con~c;:ting State, furnish 

available information relating to the claim of any specified 

individual for the purpose of administering the Agreement. 

2.. F:or the purpose of facilitation of the implementation of the 

Agreement and this Administrative Al:rangement, the 

Liaison Institutions may.decide on measures for the ele<:tronic 

exchange ofdata. 

Artiele6. 

The Liaison Institutions :shall{U(ehange Statistics on the number of 

certificates issued under Article .3 of thi.s Administrative Arrangement and 

on the payments made to beneficiaries under the Agreement. These 

statistics .shall be furnished annually in a manner to be dedded by the 

Liaison Institutions. 
27 


Insert offset folio 28 here HD102.025

Article? 

L Where assis.tance is. requested and provided under Article l 0 of the 

Agreement~. expenses other than regular personnel and operating 

costs shall be reimbursed to the Competent Institution providing the 

assistance, except as may be otherwise deddecl by the Competent 

Authorities or Liaiso:qlnstitutions ofthe Contracting States. 

2; Upon request, the Liaison Institution (.rfeither Contracting State shall 

furnish without cost to the Liaison Ir.1stitution ofthe other 

Contracting State ;:my medical information .and documentation in its 

J?9l'!session to assess the disability of the claimant or benefici;:uy. 

3- Medi¢al examinations: of persons who reside in the territO:cy of one 

of the Contracting Statesywhioh are reqci.red under the Laws ofthe 

other OJ>.ntraeting:State, Shall be ru:ranged by the Liaison Institution 

of the first 'Contracting State, upon the request and at the expense 0f 

the requesting Liaison Institution. The costs of medical 

examinations shaH not be refunded if they are performed for the us,e 

of the Competent Institutions ofpoth Contracting States. 

4. The Liaison Institution of one Contracting State shall reimburse 

amounts owed under paragraph 1 or 3 of this Article Uf\)on 

presentation ofa statement ofexpenses by the Ul:Uson Institutiqn of 

the :other Contracting State. 
28 


Insert offset folio 29 here HD102.026

Ardcle 8 

This Administrative Arrangement shall enter into force on the date of entry 

into force of the Agreement and remain in force as Ion~ as the Agreement 

is in force. 

DONEal__i{~~ .this/otLday~ . ,2017,in 

duplicate in the English and Spanish languages, both texts being equally 

authentic. 

for the Competent Authority 

of the U!!iWd States of America: 

For the Competent Authority 

of the Oriental Republic of 

Uruguay: 
29 


Insert offset folio 30 here HD102.027

MEMORANDUM 

Date: March 2, 2017 

To: Stephen C. Goss, ASA, MAAA 

Chief Actuary 

From: Chris Chaplain, ASA Is! 

Supervisory Actuary 

Nettie Barrick Is! 

Actuary 

SOCIAL SECURITY 

Refer To: TCC 

Subject: Estimated Effects of a Potential Totalization Agreement between Uruguay and the United 

States-INFORMATION 

This memorandum and the attached tables present estimates of the effects of implementing a 

potential totalization agreement with Uruguay assuming an effective date of January 1, 2019. 

Table 1 shows the estimated net additional program costs to the Social Security systems of the 

United States (OASDI) and Uruguay under the potential agreement for fiscal years 2019 through 

2025. In each case, these net additional program costs arise under the respective systems due to: (I) 

benefits payable because of the agreement; and (2) tax contributions eliminated for temporary 

foreign workers under the agreement. 

The first three rows of Table 2 show estimates of the numbers of persons (as of mid-year) who 

would receive "totalized" benefits from each system. The fourth row of the table shows the number 

ofUrugnayan citizens living outside the U.S., and Uruguayan residents who are citizens of a third 

country, who would be affected by removing the 5-year U.S. residency requirement for survivor or 

dependent benefits. The last two rows of the table show estimates of the numbers of temporary 

foreign workers in the respective countries who would be exempt from taxation by the local Social 

Security system under a totalization agreement. Under the agreement, U.S. workers working for a 

U.S. firm in Uruguay for a period expected to last 5 years or less would pay Social Security taxes 

only to the United States. Uruguayan workers working for a Uruguayan firm in the U.S. for a period 

expected to last 5 years or less would pay Social Security taxes only to the Uruguayan system. We 

base estimates shown in the tables on the intermediate set of assumptions of the 2016 OASDI 

Trustees Report. The exchange rate used in these estimates is 28.275769 Uruguayan pesos (UYU) 

per U.S. dollar (1 UYU = $0.035366), the exchange rate as of January 25,2017. To provide a frame 

of reference, the average exchange rate over the past 5 years is about 24.3695 UYU per U.S. dollar, 

with a low of about 18.7354 UYU per U.S. dollar and a high of about 32.5773 UYU per U.S. dollar. 
30 


Insert offset folio 31 here HD102.028

These estimates are subject to much uncertainty. Many of the estimates are based on limited data 

for Uruguay and the assumption that certain relationships that apply on average for other countries 

where totalization agreements already exist will apply for Uruguay as well. 

Numbers of Totalized Beneficiaries 

2 

To estimate the numbers of totalized beneficiaries under the U.S. Social Security system resulting 

from an agreement with Uruguay, we use two data sources for 21 of the existing agreement 

countries in a regression analysis. 1 From Census Bureau files, we estimate immigration and 

emigration. From counts of nonimmigrant visas issued by U.S. Foreign Service posts in each 

cmmtry to persons traveling to the U.S., over a 5-year period roughly 30 years ago when 2019-2025 

retirees potentially receiving benefits under the totalization agreement were in their prime working 

years, we estimate the influx of temporary workers. This analysis yields an estimate of about 320 

totalized beneficiaries under the U.S. Social Security system at the end of the 5'h year of the 

potential agreement with Uruguay. For 9 of these existing-agreement countries, the predicted 

number of beneficiaries from the regression is higher than the actual number at the end of 5 years, 

by a median value of about 82 percent of the actual number. For 12 of these existing-agreement 

countries, the predicted number of beneficiaries from the regression is lower than the actual number, 

by a median value of about 29 percent of the actual number. Therefore, the number of OASDI 

beneficiaries at the end of the 5th year of implementation would be: (1) about 180, if the median 

relationship for countries with fewer beneficiaries than predicted by the regression analysis applies 

to Uruguay; and (2) about 450, if the median relationship for countries with more beneficiaries than 

predicted by the regression applies to Uruguay. 

To estimate the number oftotalized Uruguayan beneficiaries under the agreement, we use Census 

Bureau immigration data to make an initial estimate of the number of beneficiaries who will receive 

totalized benefits under the Uruguayan system. We then adjust this estimate based on a comparison 

of the number of beneficiaries under the U.S. system estimated using the same data, and the 

regression estimate for the U.S. system described in the previous paragraph. 

Totalization agreements provide OASDI benefits mainly to three groups. The first group is 

Uruguayan non-immigrants (temporary visa holders) who work in the U.S. for less than 10 years. 

These workers would have coverage under the U.S. Social Security system (unless they work for a 

Uruguayan firm in the U.S. for 5 years or less after a totalization agreement becomes effective), and 

may be eligible for U.S. totalized benefits when their work in Uruguay is also considered. The 

second group is legal immigrants (generally permanent) from Uruguay to the U.S. who work in the 

U.S. for less than l 0 years, frequently because they immigrate later in their working careers. The 

third group is emigrants from the U.S. to Uruguay (Uruguay -born or U.S.-bom) who worked in the 

U.S. for less than l 0 years, frequently because they emigrated relatively early in their careers. 

1 We excluded 4 totalization agreement countries from the analysis-the Slovak Republic and Hungary because the agreements have 

not been in effect long enough for us to have five full years of data available, South Korea because work before 1986 in South Korea 

would not be counted as coverage in detennining eligibility for totalized benefits, Luxembourg because of lack of data, and Canada 

because it is a border country with emigrant and immigrant patterns that would likely vary widely from those ofUruguay. 
31 


Insert offset folio 32 here HD102.029

A totalization agreement between Uruguay and the United States precludes OASDI disability 

benefits for Uruguayan workers employed by a Uruguayan employer in the U.S. for 5 years or less 

who become disabled while working in the U.S. or shortly thereafter. However, temporary workers 

from Uruguay are unlikely to work long enough to qualify for U.S. disability benefits (generally at 

least 5 years), and are expected to be relatively healthy at the time they come to the U.S. to work. 

Therefore, we believe that reductions in OASDI disability benefits due to eliminating double 

taxation under a totalization agreement between Uruguay and the United States would be minimal. 

Similarly, we believe the reductions in disability benefits under the Uruguayan system would be 

very small, relative to removing taxation to the Uruguayan system for temporary U.S. workers in 

Uruguay. 

5-Year Residency Requirement 

3 

In addition to estimates of the number of persons who would receive totalized OASDI benefits, we 

also estimate the number of alien dependents and survivors who do not meet the 5-year U.S. 

residency requirement for receipt of Social Security benefits. These individuals would receive 

OASDI benefits under a totalization agreement because the residency requirement does not apply to 

totalization countries. 

Effects Related to Other US. Social Insurance Programs 

The principal financial effects of a totalization agreement apply to the Social Security programs of 

the countries involved. Totalization agreements do not cover Medicare benefits. Thus, the U.S. 

cannot use credits for work in Uruguay to establish entitlement under the Medicare program. 

However, the tax side of the U.S. Medicare program would be affected because of the removal of 

double taxation for Uruguayan workers who temporarily work in the U.S. for a Uruguayan firm. 

We do not expect corresponding reduced Medicare outlays, because attainment of Medicare 

entitlement by these workers is highly unlikely under the current (no totalization) rules. Medicare 

eligibility is largely restricted to individuals who either: (I) are at least age 65 and eligible for U.S. 

Social Security benefits; or (2) were entitled to U.S. Social Security disability benefits (as a disabled 

worker, disabled widow( er), or disabled adult child) for at least 24 months. Furthermore, Medicare 

reimbursement is generally restricted to services provided in the U.S. Under the current (no 

totalization) rules, it is unlikely that temporary workers from Uruguay would {a) work enough to 

qualify for Medicare and {b) live in the U.S. when they might avail themselves of Medicare 

services; therefore, we believe a totalization agreement between Uruguay and the United States 

would reduce Medicare benefits very minimally. 

By law, totalization agreements do not affect payroll taxes paid for work injury (workers' 

compensation) and unemployment programs administered by the United States. Therefore, 

Uruguayan t?mporary workers employed by Uruguayan firms in the U.S., and their employers 

would still be required to pay any applicable workers' compensation and unemployment payroll 

taxes. These programs generally operate at the state, and not the federal, level. 
32 


Insert offset folio 33 here HD102.030

4 

Effects Related to Other Uruguayan Social Insurance Programs 

Under a totalization agreement, the Uruguayan system would no longer require U.S. temporary 

workers in Uruguay (and their U.S.-based employers) to pay into Uruguay's national health 

insurance system. The reduction in contributions increases from an estimated $0.9 million in fiscal 

year (FY) 2019 to $1.6 million in FY 2025. These estimates assume the current contribution rate of 

11.5% (5% employer, estimated average 6.5% employee) to the Uruguayan national health 

insurance system continues through this period. By eliminating contributions to the Uruguayan 

national health insurance system for these temporary U.S. workers in Uruguay, a totalization 

agreement would result in these workers no longer being eligible for services under that system. 

These foregone health insurance services represent a savings to the Uruguayan system. 

The value offoregone national health insurance services for U.S. temporary workers in Uruguay is 

extremely difficult to estimate, but is expected to be small. It is very likely that U.S. temporary 

workers in Uruguay are relatively healthy and do not need much in the way of health services. Due 

to the assumed healthiness of the U.S. temporary worker population, the propensity to use health 

providers outside the Uruguayan system, and the benefits paid by U.S. employers, we estimate, very 

roughly, that the value of benefits currently provided to U.S. workers by the Uruguayan national 

health insurance system is about one-tenth of the amount of their contributions to that system. Table 

1 shows the estimates of net costs to the Uruguayan health insurance system, which range from $0.8 

million in FY 2019 to $1.4 million in FY 2025-about 4 times the estimated net cost to the U.S. 

Medicare system for those years. 

For the Uruguayan system, under a totalization agreement, U.S. temporary workers in Uruguay (and 

their U.S. based employers) would only be relieved of paying retirement, disability, survivor, and 

health insurance contributions. No other Uruguayan taxes are included in this agreement. 

Long-Range Financial Effects 

Implementing the potential totalization agreement between the U.S. and Uruguay would decrease 

the long-range (75-year) actuarial balance of the OASDI program by an amount that is estimated to 

be negligible (that is, by less than 0.005 percent of taxable payroll). 

Table 3 displays the components of the estimated net cost to the OASDI Trust Funds for years 2016 

through 2090 on a "CPI-indexed to 2016" basis, i.e., indexing the amounts back to the year 2016 by 

assumed changes in the consumer price index (CPI). In addition, the table displays total estimated 

OASDI net costs on an aunual and cumulative present-value basis, i.e., indexing the amounts back 

to January l, 2016 by projected interest rates earned by the OASDI Trust Funds on special-issue 

U.S. Government bonds. 

Attachments: 3 
33 


Insert offset folio 34 here HD102.031

Table I.--Estimated net additional program costs for the U.S. and Urugnayan Social Security (and other) systems 

under a potential totalization agreement between the two countries, fiscal years 2019-2025 

nmillions 

ear 

Tota1,FY 

2019 2020 2021 2022 2023 2024 2025 2019-25 

Financial Effects for the U.S. Social Security system: 

Increase in OASDI benefit payments ...•...................... 

Reduction in OA$DI tax contributions ..•.........•........... 

Net OASDI cost ........................................................ . 

Net cost to the Medicare system ............•.•.................... 

Net costs to the Social Security System of Uruguay: 

Increase in benefit payments ..................................... . 

Reduction in Uruguayan OASDI tax contributionsb .. 

Total .......................................................................... . 

Net cost to the Uruguayan national health insurance 

systemc ....................................................................... . 

n 

I 

a 

a 

.J! 

a 

a 

n 

1 

$1 

~ 

2 

a 

.J! 

2 

$1 

~ 

2 

a 

2 

~ 

2 

$1 

~ 

2 

a 

~ 

$1 

~ 

2 

~ 

4 

$1 

~ 

3 

a 

4 

~ 

4 

bIn the absence of a totalization agreement, $2.1 million of the total $3.6 million lost contributions from FY2019-

FY2025, would go to a worker's individual account and theoretically be returned to the worker as a retirement or 

disability benefit, or to the worker's survivors in the event of the worker's death. 

c Includes health insurance payroll tax contributions that the totalization agreement with Urugnay would eliminate. 

Notes: 

1. The agreement is assumed to become effective on January 1, 2019. 

2. The estimates are based on the intermediate assumptions of the 2016 Trustees Report. 

3. Totals may not equal the sums of the components due to rounding. 

4. Estimates are in U.S. dollars. The assumed exchange rate is 28275769 Uruguayan pesos per U.S. dollar. 

Social Security Administration 

Office of the Chief Actuary 

March 2, 2017 

$6 

1\ 

13 

2 

14 

..:! 

l7 
34 


Insert offset folio 35 here HD102.032

Table 2.-Estimated number of persons affected by a potential totalization agreement between the United States and 

Uruguay, fiscal years 2019-2025 

In thousands 

~ 2023 

Number of persons receiving a totalized OASDI 

benefit based in part on employment in Uruguay 

(in current-pay status at mid-year) ........................... .1 .I .2 .3 

Number of persons receiving a totalized Uruguayan 

benefit based in part on employment in the United 

States (in current-pay status at mid-year) ................ .! .2 .4 .6 .8 

Nwnber of persons receiving both a totalized 

OASDI benefit and a totalized benefit from 

Uruguay (in current-pay status at mid-year) ............ .! 

Number of residents ofUruguay, or Uruguayan 

citizens living outside the U.S., who would now 

be able to receive OASDI dependent or survivor 

benefits because the 5~year residency requirement 

would no longer apply (in current-pay status at 

mid-year) ................................................................. .I .I .I .] .1 

Number ofU.S. employees in Uruguay who, along 

with their employers, would no longer make tax 

contributions during the year to the Social 

Security system of Uruguay .................................... .I .1 .1 .I .! 

Number ofUruguayan employees in the U.S who, 

along with their employers. would no longer make 

tax contributions during the year to the OASDHI 

Notes: 

1. The agreement is assumed to become effective on January l, 2019. 

2. The estimates are based on the intennediate assumptions of the 2016 Trustees Report. 

Social Security Administration 

Office of the Chief Actuary 

March 2, 2017 

2024 ~ 

.3 .4 

1.0 1.1 

.1 .I 

.I .1 

.I .l 
35 


Insert offset folio 36 here HD102.033

Table 3-Projected Net OASDI Cost of Implementing Proposed Totalization Agreement Between U.S. and Uruguay 

Additional Change in Additional Additional Cumulative 

OASOI OASDI OASDI OASDI Additional 

Net Benefits Payroll Taxes Net Cost Net Cost OASDI 

Year For Year jJ For Year For Year 21 For Year 2J Net Cost 21 

!Millions of CP!-Indexed 2016$) {Millions of$, Present Value as of 1·1-16) 

2016 0 0 0 0 0 

2017 0 0 0 0 0 

2018 0 0 0 0 0 

2019 0 -1 1 1 1 

2020 0 -1 1 1 2 

2021 1 -1 2 1 4 

2022 1 -1 2 2 5 

2023 1 -1 2 2 7 

2024 1 -1 2 2 9 

2025 1 -1 2 2 11 

2026 1 -1 2 2 13 

2027 1 -1 2 2 15 

2028 1 -1 2 2 17 

2029 1 -1 2 2 19 

2030 1 -1 2 2 21 

2031 1 -1 2 2 23 

2032 1 -1 2 2 25 

2033 1 -1 2 2 27 

2034 1 -1 2 2 29 

2035 1 -1 3 2 30 

2036 1 -1 3 2 32 

2037 1 -1 3 2 34 

2038 1 -1 3 2 36 

2039 1 -1 3 2 38 

2040 1 ·1 3 2 40 

2041 1 -1 3 2 41 

2042 2 -1 3 2 43 

2043 2 -1 3 2 45 

2044 2 -1 3 2 47 

2045 2 -1 3 2 48 

2046 2 -1 3 2 50 

2047 2 -1 3 2 52 

2048 2 -1 3 2 53 

2048 2 -2 3 2 55 

2050 2 -2 3 2 57 

2051 2 -2 3 2 58 

2052 2 -2 3 2 so 2053 2 -2 3 2 61 

2054 2 -2 4 2 63 2055 2 -2 4 2 65 

2056 2 -2 4 2 66 

2057 2 -2 4 2 68 

2058 2 -2 4 2 69 

2059 2 -2 4 2 71 

2060 2 -2 4 1 72 

2061 2 -2 4 1 74 

2062 2 -2 4 1 75 

2063 2 -2 4 77 2064 2 -2 4 78 

2065 2 -2 4 79 

2066 2 -2 4 81 

2067 2 -2 4 82 2068 2 -2 4 84 

2069 2 -2 5 85 2070 3 -2 5 86 2071 3 -2 5 88 2072 3 -2 5 89 2073 3 -2 5 90 2074 3 -2 5 92 2075 3 -2 5 93 2076 3 -2 5 94 2077 3 -2 5 95 2078 3 -2 5 97 2079 3 -2 5 98 2080 3 -3 5 99 2081 3 -3 8 100 

2082 3 -3 6 102 

2083 3 -3 6 103 2084 3 -3 6 104 2085 3 -3 6 105 

2086 3 -3 6 106 2087 3 ·3 6 107 2088 3 -3 6 109 2089 3 -3 6 110 2090 4 -3 6 111 

Based on Intermediate Assumptions of the 2016 Trustees Report. 

11 Additional benefits less revenue to OASDI from taxes on benefits. Social Security Administration 

2.1 Additional net benefit payments minus change in payroiHax revenue. Office of the Chief Actuary 

March 2, 2017 
36 


Insert offset folio 37 here HD102.034

MAIN PROVISIONS 

OF THE UNITED STATES-URUGUAY SOCIAL SECURITY AGREEMENT 

Introduction 

In general, Section 233(c)(l) of the Social Security Act ("Act") requires that international 

agreements concluded pursuant to that section meet three requirements: 

• They must eliminate dual coverage of the same work under the social security systems of 

the United States and the other agreement country; 

• They must allow for combining credits that the worker earns under the two systems for 

benefit eligibility purposes; and 

• When combined credits establish eligibility for U.S. Social Security benefits, the basis for 

the U.S. benefit payable must be the proportion of the worker's periods of coverage 

completed under title II of the Act. 

The U.S.-Uruguay agreement includes these required provisions. 

Elimination of Dual Coverage 

The agreement establishes rules to eliminate dual coverage and taxation, the situation that now 

exists when a person from either the United States or Uruguay works in the other country. The 

agreement sets forth a general rule under which the social security system of the country where 

the employee performs the work will cover the employee, subject to the following exceptions: 

• If an employer sends an employee from one of the agreement countries to work in the 

other country for a period not expected to exceed five years, the agreement provides that 

the employee will remain covered under the home country's social security system. 

Under a separate provision of the agreement, this same rule applies to a self-employed 

person who moves to work in the other country for a period not expected to exceed five 

years. 

• Thus, a person whose U.S. employer temporarily transfers him or her to Uruguay will 

retain coverage under, and pay contributions to, the U.S. program exclusively. The 

agreement will relieve the employer and employee (or self-employed person) of the 

additional burden of paying social security contributions to the Uruguayan program. 

• The agreement also sets forth special coverage rules for employees of the governments of 

the two countries and for workers in international air and maritime transportation. 
37 


Insert offset folio 38 here HD102.035

Totalization Benefit Provisions 

The agreement will also help prevent situations where workers suffer a loss of benefit rights 

because they divide their careers between the United States and Uruguay. 

Under the rules that apply to the United States, if a person has: 

• credit for at least six quarters of coverage under the U.S. Social Security system; and 

• not enough credits under the U.S. Social Security system to qualify for a retirement, 

survivors, or disability benefit, 

2 

the United States will totalize (i.e., combine) the worker's coverage credits from both countries 

for the purpose of determining eligibility for a U.S. retirement, survivors, or disability benefit. A 

person is eligible for a benefit if the worker meets the requirements for a benefit under the U.S. 

Social Security system based on the combined credits. The benefit amount payable to a person 

who qualifies based on totalized credits is proportional to the amount of coverage completed in 

the United States. 

Under the rules that apply to Uruguay, if a person does not have enough total or recent coverage 

under the Uruguayan system to qualifY for a retirement, survivors, or disability benefit, Uruguay 

will totalize the worker's coverage credits from both countries for the purpose of determining 

eligibility for a Uruguayan retirement, survivors, or disability benefit. Where combined credits 

from both countries establish eligibility, Uruguay will compute a theoretical benefit amount as if 

the worker had completed his or her U.S. periods of coverage under Uruguayan law. To 

determine the benefit amount actually payable, Uruguay will prorate the theoretical amount by 

multiplying it by the ratio of the periods of coverage credited under Uruguayan law to the total 

periods credited in both countries. 

If a person qualifies for a benefit from the social security system of either country without the 

need to use credits the worker earned under the other country's social security system, a totalized 

benefit will not be paid by the country under whose laws the person qualifies; rather, a 

non-totalized benefit will be paid. However, entitlement to such benefit shall not preclude 

entitlement to a totalized benefit from the social security system of the other country, provided 

the person meets all the applicable requirements. 
38 


Insert offset folio 39 here HD102.036

UNITED STATES-URUGUAY ADMINISTRATIVE ARRANGEMENT 

The administrative arrangement establishes a number of principles which will serve as the basis 

for developing operating procedures. In particular, it authorizes the designated liaison 

institutions to develop procedures and forms necessary to implement tbe principal agreement. 

The liaison institutions are: 

• for tbe United States, tbe Social Security Administration (SSA); and 

• for Uruguay, tbe Banco de Prevision Social (BPS). 

Elimination of Dual Coverage 

3 

The administrative arrangement sets forth rules for issuing tbe documentation necessary to 

exempt workers covered under one country's system from coverage under tbe otber country's 

system. These rules provide that, upon request of a worker, his or her employer, or a 

self-employed person, the Competent Institution (as defined in tbe agreement) whose coverage 

Jaws will apply to a person working in tbe other country will issue a certificate of coverage. The 

certificate shall serve as proof of exemption from social security tax obligations under tbe other 

country's social security system. 

Benefit Provisions 

SSA and tbe Liaison Institution of Uruguay will exchange coverage records and other 

information required to process benefit claims filed under the agreement. The administrative 

arrangement sets fortb procedures governing this exchange of claims-related information. 

Insert offset folio 40 here HD102.037

PRINCIPAL AGREEMENT 

AGREEMENT ON SOCIAL SECURITY 

BETWEEN 

THE UNITED STATES OF AMERICA 

AND 

THE ORIENTAL REPUBLIC OF URUGUAY 

The United States of America ("United States") and 

The Oriental Republic of Uruguay ("Uruguay") 

(hereinafter individually known as "Contracting State," or collectively as 

"Contracting States"), 

Being desirous of regulating the relationship between the two countries in 

the field of social security, have agreed as follows: 

PART I 

General Provisions 

Article 1 

Definitions 

1. For the purposes of this Agreement on Social Security between the 

United States of America and the Oriental Republic of Uruguay 

(hereinafter "Agreement"): 

ANNOTATIONS AND COM

Article 1 defines key terms used in this Agreem

Insert offset folio 41 here HD102.038

PRINCIPAL AGREEMENT 

(a) "National" means, 

(b) (c) 

as regards the United States, a national of the United States 

as defined in Section 101, Immigration and Nationality Act, 

as amended, and 

as regards Uruguay, a natural or legal citizen as provided 

for in Articles 73 through 75 of the Constitution of the Republic; 

"Laws" means the laws and regulations specified in 

Article 2 of this Agreement; 

"Competent Authority" means, 

as regards the United States, the Commissioner of 

Social Security, and 

-2-

ANNOTATIONS AND COMMENTS 

Under section l01(a)(22) of the Immigration and Nation

"the term 'national of the United States' means (A) a citiz

United States, or (B) a person who, though not a citiz

United States, owes permanent allegiance to the United 

Those in category (B) include natives of American Samoa. 

Articles 73 through 75 prescribe categories of persons 

Uruguayan citizenship is accorded. Natural born citizen

anyone born in the territory of Uruguay and children of U

citizens regardless of their place of birth, provided they sub

reside in Uruguay and are recorded in the Civil 

Naturalized citizens include foreign nationals who have 

own property in the country, are currently employed, 

resided in Uruguay for either 3 years (if they have 

Uruguay) or 5 years (if they have no family in the count

General Assembly of Uruguay can also naturalize a pers

basis of noteworthy services or outstanding merit. 

The term "Laws," as used in this Agreement, refers to each 

social security laws and regulations as set forth in Article 2. 

"Competent Authority," wherever it appears in this A

refers to the government official in each country with 

responsibility for administering the social security program 

provisions of this Agreement. 

The Commissioner of Social Security is the Competent Aut

the United States. 

Insert offset folio 42 here HD102.039

(d) 

PRINCIPAL AGREEMENT 

as regards Uruguay, the Ministerio de Trabajo y Seguridad 

Social (Ministry of Labor and Social Security), and by 

delegation, the Banco de Prevision Social 

(Social Security Bank); 

"Competent Institution" means, 

as regards the United States, the 

Social Security Administration, and 

as regards Uruguay, the Banco de Previsi6n Social (Social 

Security Bank), the Caja Notarial de Seguridad Social 

(Notarial Social Security Fund), the Caja de Jubilaciones y 

Pensiones de Profesionales Universitarios (Pension and 

Retirement Fund of University Professionals), the Caja de 

Jubilaciones y Pensiones Bancarias (Banking Pension and 

Retirement Fund), the Servicio de Retiros y Pensiones 

Policiales (Police Retirement and Pension Fund), and the 

Servicio de Retiros y Pensiones de las Fuerzas Annadas 

(Armed Forces Pension and Retirement Fund); 

- 3-

ANNOTATIONS AND COMMENTS 

While the Ministerio de Trabajo y Seguridad Social typica

the position of Competent Authority for issues related 

security in Uruguay, it delegates such authority to the B

Prevision Social (BPS) under Uruguay's international ag

program. 

"Competent Institution," as used in this Agreement, refe

administrative body in each country responsible for tak

processing claims and making coverage determinations un

country's social security Laws. 

The Social Security Administration (SSA) 

Competent Institution for the United States. However, 

Internal Revenue Service (IRS) retains its responsib

determining Social Security tax liability based on SSA 

determinations under this Agreement. The Competent Institutions designated by Uruguay repre

different types of funds and schemes of social insurance in 

While the different Competent Institutions each ad

individual schemes (for university workers, finance profe

police, armed services, etc.), the Banco de Previsi6n Social 

liaison between the many different bodies, which each opera

relatively harmonized rules and regulations. 

Insert offset folio 43 here HD102.040

(e) 

(f) 

(g) 

PRINCIPAL AGREEMENT 

"Liaison Institution" means the organization responsible for 

coordinating and exchanging information between the 

Competent Institutions of both Contracting States; 

"Period of Coverage" means a period of payment of 

contributions or a period of earnings from employment or 

self-employment, as defined or recognized as a period of 

coverage by the Laws under which such period has been 

completed, or any similar period insofar as it is recognized 

by such Laws as equivalent to a period of coverage; 

"Benefit" means any benefit provided for in the Laws 

specified in Article 2 of this Agreement; and 

-4-

ANNOTATIONS AND COMMENTS 

Article 2 of the Administrative Arrangement designa

institutions in each country that will coordinate implementa

administration of this Agreement's coverage and Benefit pro

SSA is the designated Liaison Institution for the United Sta

counterpart Liaison Institution for Uruguay is the BPS. 

"Period of Coverage" means any period credited under th

security Laws of either country for purposes of determining 

eligibility, including periods of covered employme

self- employment. 

"Benefit" refers to old- age, survivors, and disability 

provided under the social security Laws of either country

respect to the United States, the term also includes the lu

death payment under section 202(i) of the Social Secu

("Act"). It also excludes special age-72 payments prov

certain uninsured persons under section 228 of the Act. 

Insert offset folio 44 here HD102.041

2. 

1. 

(h) 

PRINCIPAL AGREEMENT 

"Personal Data" means any information relating to a 

specific (identified or identifiable) person, as well as any 

information tha~ can be used to distinguish or trace an 

individual's identity. This includes, but is not limited to, 

the following: any individual identifier; citizenship, 

nationality, statelessness, or refugee status; benefits, 

eligibility, or other claims information; contact 

information; medical information or lay information used 

in a medical determination; information about marital, 

familial, or personal relationships; and information 

pertaining to work, financial, or economic status. 

Any term not defined in this Article shall have the meaning 

assigned to it in the applicable Laws. 

Article 2 

Material Scope 

For the purposes of this Agreement, the applicable Laws are: 

(a) as regards the United States, the laws governing the Federal 

old-age, survivors, and disability insurance program: 

- 5-

ANNOTATIONS AND COMMENTS 

"Personal data" refers to personally identifiable information

there is no definition of "personal data" in the Act, th

incorporates and expands upon essential elements of the defi

"information" applying to SSA at 20 CFR 401.25. 

If this Agreement does not define a term, that term has t

meaning as it does under each country's national laws. 

Article 2.1 specifies the Laws to which this Agreement appli

Insert offset folio 45 here HD102.042

(b) 

PRINCIPAL AGREEMENT 

(i) Title II of the Social Security Act and regulations 

pertaining thereto, except sections 226, 226A, and 228 

of that title, and regulations pertaining to those sections, 

and 

(ii) Chapters 2 and 21 of the Internal Revenue Code of 

1986 and regulations pertaining to those chapters; and 

as regards Uruguay, the constitutional, legal and regulatory 

provisions regarding the contributory benefits for disability, 

old age and survivors, managed by the Banco de Previsi6n 

Social (Social Security Bank), the Caja Notarial de Seguridad Social (Notarial Social Security Fund), the Caja 

de Jubilaciones y Pensiones de Profesionales Universitarios 

(Pension and Retirement Fund of University Professionals), 

the Caja de Jubilaciones y Pensiones Bancarias (Banking 

Pension and Retirement Fund), the Servicio de Retiros y Pensiones Policiales (Police Retirement and Pension Fund), 

and the Servicio de Retiros y Pensiones de las Fuerzas 

Armadas (Armed Forces Pension and Retirement Fund); 

-6-

ANNOTATIONS AND COMMENTS 

For the United States, this Agreement applies to title II of th

also applies to the corresponding tax laws (the Federal 

Contributions Act-FICA and the. Self-Employment Con

Act-SECA) and any regulations pertaining to those law

Agreement does not apply to Medicare provisions (sections 

226A of the Act). It also does not apply to provisions fo

payments to uninsured individuals age 72 or over under se

of the Act. Persons to whom this Agreement applies who q

Medicare hospital insurance or age-72 payments without ap

of this Agreement may still receive such benefits. 

An employee and his or her employer (or a self-employe

who are exempt from making U.S. contributions by virtue o

5 and 6 of this Agreement shall be exempt from U.S. F

SECA taxes, which include old-age, survivors, disabi

Medicare contributions. For Uruguay, this Agreement applies to the laws governing 

paid on account of old-age, disability, and death under the 

schemes currently governing social insurance in Urugu

employee and his or her employer (or a self-employed per

are exempt from making Uruguayan contributions by 

Articles 5 and 6 of this Agreement shall be exempt from m

pension program and health insurance contributions. 

Insert offset folio 46 here HD102.043

2. 

3. 

PRINCIPAL AGREEMENT 

Unless otherwise provided -in this Agreement, Laws referred to 

in paragraph 1 of this Article shall not include treaties or other 

international agreements or supranational legislation on Social 

Security concluded between one Contracting State and a third 

State, or Laws promulgated for their specific implementation. 

This Agreement shall apply to any amendments to the Laws, 

including changes to the Laws that extend the provisions of this 

Agreement in a Contracting State to new categories of 

beneficiaries or new benefits, unless the Competent Authority of 

such Contracting State notifies the Competent Authority of the 

other Contracting State in writing within three (3) months after the 

official publication of the new legislation or regulations that no 

such extension is intended under the terms of this Agreement. 

Article3 

Personal Scope 

This Agreement shall apply to: 

-7-

ANNOTATIONS AND COMMENTS 

Except as. this Agreement itself provides, the Laws to w

Agreement applies do not include treaties and other inte

agreements. This includes either country's bilateral socia

agreements with third countries or multilateral agreemen

provision ensures that if a person has Periods of Covera

United States and Uruguay and periods of coverage in a thir

with which either country has a social security agreem

cannot combine periods from all three countries to meet U.S

eligibility requirements. 

Article 2.3 provides that this Agreement will automatically 

any future U.S. or Uruguayan legislation that amends or sup

the Laws set forth in paragraph 1 . This includes legisla

creates new categories of beneficiaries or new benefits. Th

enacting the legislation may exclude it from the scop

Agreement by giving written notice to the other count

3 months of the legislation's official publication. 

Article 3 specifies the persons to whom this Agreemen

These include persons currently or previously covered unde

Uruguayan Laws. This Agreement also applies to the .de

and survivors of such persons when the Laws of one 

countries confer rights to dependents or survivors becaus

relationship to such persons. 

Insert offset folio 47 here HD102.044

I. 

2. 

PRINCIPAL AGREEMENT 

(a) persons who are or have been subject to the Laws of one or 

· both Contracting States; and 

(b) other persons with respect to the rights they derive from the 

persons described in sub-paragraph (a) of this Article. 

Article 4 

Equality of Treatment and Portability of Benefits 

Unless otherwise provided in this Agreement, persons described in 

Article 3 of this Agreement who reside in the territory of one 

Contracting State shall receive equal treatment with Nationals of 

such Contracting State as regards the application of its Laws. 

Unless otherwise provided in this Agreement, any provision of the 

Laws of a Contracting State which restricts entitlement to or 

payment of Benefits solely because a person resides outside or is 

absent from the territory of that Contracting State shall not be 

applicable to a person who resides in the territory of the other 

Contracting State. 

-8-

ANNOTATIONS AND COMMENTS 

Article 4.1 provides that persons to whom this Agreeme

who reside in the United States or Uruguay will receive 

treatment as that country gives its own Nationals. Article 

Agreement limits this provision to ensure that any equal 

accorded in this paragraph does not contravene existing U.S

The intent of this provision is to eliminate discrimination b

person's nationality with respect to Benefits. It would 

restrictions on Benefit eligibility or payment because a per

lawfully present in that country or did not have permissio

in that country. The provision also does not affect the 

provisions of either country's Laws, since Part II of this A

deals with social security coverage. 

Article 4.2 provides that where the Laws of either countr

residence in that country in order to qualify for or rece

security Benefits, a person may also qualify for and rece

Benefits while residing in the other country. By virtue 

published finding about Uruguay's social security sys

FR Doc No 94-7097), the United States has long paid b

Uruguayan citizens who do not satisfy U.S. residency req

for Benefit payment contained in section 202(t)(l) of 

Insert offset folio 48 here HD102.045

PRINCIPAL AGREEMENT 

PART II 

Provisions Concerning Applicable Laws 

Article 5 

General Rules 

Except as otherwise provided in this Part, a person employed or 

self-employed within the territory of one of the Contracting States, with 

respect to that employment or self-employment, shall be subject to the 

Laws of only that Contracting State. 

. 9. 

ANNOTATIONS AND COMMENTS 

However, the nonpayment exception is subject to other U.S

restrictions based on residency requirements for depen

survivors; e.g., section 202(t)(Jl) of the Act. Both countr

that under this Agreement, Nationals of either country m

for or receive Benefits while residing in the other 

Accordingly, under section 233(c)(2) of the Act, this Agree

permit the United States to pay dependents and survivors 

subject to such residency requirements as well as certai

who are third country nationals residing in either country. 

Part II eliminates dual social security coverage, which occu

worker must pay social security taxes to both countries for 

earnings. This Agreement complies with the existing 

provisions under the Laws of both countries except when 

to prevent payment of social'security taxes to both countri

same earnings. The provisions in this Part retain the work

security coverage and taxation in the country to whose ec

or she has the more direct connection, while exempting th

from coverage and taxation under the other country's system

Article 5 establishes a basic territoriality rule, stating that o

only the country in which a person is working will com

cover the person's work in that country. Work that both 

would otherwise cover will remain covered exclusively 

system of the country where the person is working. S

activity will be exempt from coverage under the other 

system. 

Insert offset folio 49 here HD102.046

1. 

2. 

PRINCIPAL AGREEMENT 

Article 6 

Specific Rules 

• 10-

Where a person who is normally employed in the territory of one 

Contracting State by an employer in that territory is sent by that 

employer to the territory of the other Contracting State for a 

temporary period that is not expected to exceed five (5) years, the 

person shall be subject to the Laws of only the first 

Contracting State as if the person were still employed in the 

territory of the first Contracting State. 

When a self-employed worker transfers from the territory of one 

Contracting State to the territory of the other Contracting State for 

the purpose of performing his or her usual work for a period that is 

not expected to exceed five (5) years, he or she will be exclusively 

subject to the Laws of the first Contracting State as if he or she 

continued working in the territory of the first Contracting State. 

ANNOTATIONS AND COMMENTS 

Under Article 6.1, an employee who normally works 

employer located in the United States or in Urugu

temporarily transfers to work in the other country for t

employer will continue to pay social security taxes to the s

the country from which the employee transferred. This 

apply only if the employer expects the period of transf

5 years or less. 

In determining the length of a transfer for workers whose e

sent them from one country to the other before this Ag

entered into force, both countries will ignore any period 

before this Agreement's entry into force. (See Article 21.3). 

Article 6.2 provides that a person who is self-employed 

country who transfers his or her trade or business to t

country for a period of 5 years or less will remain covered 

the country from which he or she moved. This rule will app

the self-employed person expects the period of transfer 

years or less. 

In determining the duration of such a transfer for a per

moves his or her business to the other country before this A

enters into force, Article 21.3 provides that both count

ignore any period of self-employment before this Agreeme

into force. 

Insert offset folio 50 here HD102.047

3. 

4. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 11 -

For purposes of applying paragraph 1 of this Article in the case of 

an employee who is sent from the territory of a Contracting State 

by an employer in that territory to the other Contracting State to 

work for an affiliated company of that employer, that employer 

and the affiliated company of the employer (as defined under the 

laws of the Contracting State under which the employer is 

organized) shall be considered one and the same, provided that, if 

this Agreement did not exist, the employment would have been 

covered under the Laws of the Contracting State from which the 

employee was sent. 

Paragraphs 1 and 3 of this Article shall apply where a person who 

has been sent by his or her employer from the territory of a 

Contracting State to the territory of a third State, and who is 

compulsorily covered under the Laws of that Contracting State 

while employed in the territory of the third State, is subsequently 

sent by that employer from the territory of the third State to the 

territory of the other Contracting State. 

Article 6.3 broadens the scope of Article 6.1 to include 

workers whose employers in one country send them to wo

subsidiary or other affiliate of that employer in the other coun

U.S. Laws allow American companies to extend U.S. Social 

coverage to U.S. citizens and resident aliens employed 

affiliated company in another country. To do this, the 

company in the United States must enter into an agreement 

IRS to pay Social Security contributions on behalf of 

citizens and residents the foreign affiliate employs. 

Article 6.3, U.S. citizens or resident aliens an American e

sends to work for a Uruguayan affiliate for 5 years or l

continue to have coverage in the United States and be exem

Uruguayan coverage and contributions, if an IRS agreemen

the affiliate. 

Under Article 6.4, the provisions of Articles 6.1 and 6.3 wi

even if an employee did not transfer directly from one count

other, but first transferred to work in a third country. 

Insert offset folio 51 here HD102.048

5. (a) 

(b) 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 12-

A person who is employed as an officer or member of a 

crew on a vessel which flies the flag of one 

Contracting State and who would be covered under the 

Laws of both Contracting States shall be subject to the 

Laws of only the Contracting State whose flag the vessel 

flies. For purposes of the preceding sentence, a vessel 

which flies the flag of the United States is one defined as an 

American vessel under the Laws of the United States. 

Traveling employees of air transportation companies who 

perform work in the territories of both Contracting States 

and who would otherwise be covered under the Laws of 

both Contracting States shall, with respect to that work, be 

subject to the Laws of only the Contracting State in the 

territory of which the company has its headquarters. 

However, if such employees reside in the territory of the 

other Contracting State, they shall be subject to the Laws of 

only that Contracting State. 

Article 6.5(a) states that an employee on a U.S. or Uruguay

who would otherwise have coverage in both countries, w

coverage only in the country whose flag the ship flies. U

considers a ship to fly the flag of the United States if the Ac

it as an American vessel. Section 21 0( c) of the Act de

American vessel as one that is, "documented or numbered u

laws of the United States; and includes any vessel which is 

documented or numbered under the laws of the United St

documented under the laws of any foreign country, if its 

employed solely by one or more citizens or residents 

United States or corporations organized under the laws 

United States or of any State." 

Under Article 6.5(b), a member of the flight crew of an 

operating between the United States and Uruguay who 

otherwise have coverage in both countries will have coverage 

the country in which the company employing the person 

headquarters. However, if the employee resides in the other 

he or she will only have coverage in that country. 

Insert offset folio 52 here HD102.049

6. (a) 

(b) 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

' - 13-

This Agreement shall not affect the provisions of the 

Vienna Convention on Diplomatic Relations of April 18, 

1961, or of the Vienna Convention on Consular Relations 

of April24, 1963. 

Nationals of one of the Contracting States who are 

employed by the Government of that Contracting State in 

the territory of the other Contracting State but who are not 

exempt from the Laws of the other Contracting State by 

virtue of the Vienna Conventions mentioned in 

subparagraph (a) of this paragraph shall be subject to the 

Laws of only the first Contracting State. For the purpose of 

this paragraph, government employment includes any work 

performed for a government agency or instrumentality. 

Article 6.6(a) specifies that the coverage provisions 

Agreement will not affect the relevant provisions of th

Conventions on Diplomatic and Consular Relations. ThConventions, to which both the United States and Uru

parties, address the application of social security provision

in the receiving state to diplomatic agents, members 

administrative and technical staffs, member of consular p

family members of such staff who form part of their househ

service staffs of the missions, and private servants w

members of such missions employ. 

The Vienna Conventions usually exempt such persons fro

security coverage and contributions in the host country wit

to services rendered for the sending state, with certain 

exceptions. Persons who do not enjoy an exemption u

Conventions would be subject to the Laws of the host cou

the coverage provisions of this Agreement, including Articl

if applicable. 

Under Article 6.6(b), if a U.S. or Uruguayan National work

or her country's Government in the other country, but th

Conventions do not provide an exemption to this person, th

will be subject only to his or her country's Laws. This 

applies to U.S. Government and Uruguayan Government em

as well as to persons working for a U.S. Government instrum

Insert offset folio 53 here HD102.050

7. 

l. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 14-

At the request of the worker and the employer or self-employed 

person, the Competent Authorities of the two Contracting States 

may agree to grant an exception to the provisions of this Article 

with respect to particular persons or categories of persons, 

provided that any affected person shall be subject to the Laws of 

one of the Contracting States. 

PART III 

Provisions on Benefits 

Article 7 

United States Benefits 

Where a person has completed at least six (6) quarters of coverage 

under United States Laws, but does not have sufficient 

Periods of Coverage to satisfy the requirements for entitlement to 

Benefits under United States Laws, the Competent Institution of 

the United States shall take into account, for the purpose of 

establishing entitlement to Benefits under this Article, 

Periods of Coverage which are credited under Uruguayan Laws 

and which do not coincide with Periods of Coverage already 

credited under United States Laws. 

Under Article 6.7, upon request of a person and his or her e

either country may grant an exception to the coverage rul

Agreement if the other country agrees and the person 

retains coverage in one of the countries. Either country m

such an exception to an individual worker or to all work

similar circumstances, e.g., in the same profession or workin

same employer. This provision allows the Competent Auth

resolve anomalous coverage situations that are unfavoworkers or to eliminate dual coverage in unforeseen circums

Part III establishes the basic rules for determining socia

Benefit entitlement when an individual has coverage 

countries. It sets out the rules for determining Benefit amou

entitlement is possible only with combined work credits. 

deals with the U.S. system, and Article 8 contains rules app

the Uruguayan system. 

Article 7 contains rules for using combined coverage to d

U.S. Benefit eligibility and amounts. Under Article 7.1, if a person has at .least six U.S. qu

coverage, but not enough quarters to qualify for U.S. Bene

will take into account Periods of Coverage that Uruguay

credit, if these periods do not coincide with quarters of cove

the United States already credited. 

Insert offset folio 54 here HD102.051

2. 

3. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 15-

Where it is not possible to determine the calendar quarter during 

which a specific Period of Coverage was completed under the 

Laws of the United States, the United States Competent Institution 

will presume that the Period of Coverage does not coincide with a 

Period of Coverage completed in Uruguay. 

In determining eligibility for Benefits under paragraph 1 of this 

Article, the Competent Institution of the United States shall credit 

one ( l) quarter of coverage for every ninety (90) days of coverage 

certified by the Competent Institution of Uruguay. The total 

number of quarters of coverage to be credited for one year shall not 

exceed four (4). 

Since 1978, SSA has credited quarters of coverage bas

worker's total earnings in a given calendar year. It is not g

possible to determine the period in. any given calendar yea

which a person worked. Accordingly, where necessary, SS

Periods of Coverage within such calendar year in a marmer 

the worker and his or her dependents or survivors to Bene

20 C.P.R. § 404.1908 (b)(2)). 

Article 7.3 establishes how SSA will convert Periods of C

under the Uruguayan system into equivalent periods under 

system. The U.S. system measures Periods of Coverage in 

calendar quarters while the Uruguayan system m

Pe!iods of Coverage in days, months, and years. 

Beginning in 1978, SSA bases quarters of coverage on the am

a person's armual earnings (e.g., for 2015, $1,220 in earning

one quarter of coverage). Under Article 7.3, SSA will cr

quarter of coverage in a calendar year for every 90 days of 

that the Uruguayan Competent Institution certifies for that ye

SSA will not credit more than 4 quarters of coverage 

calendar year. SSA will also not credit months of covera

Uruguayan Laws that fall within a calendar quarter that SSA 

credited as a U.S. quarter of coverage. 

Insert offset folio 55 here HD102.052

4. 

5. 

PRINCIPAL AGREEMENT 

- 16-

The Competent Institution of the United States shall not take into 

account Periods of Coverage that occurred prior to the earliest date 

when Periods of Coverage may be credited under United States 

Laws, nor will the Competent Institution of the United States take 

into account any Periods of Coverage that are not based on wages 

or self-employment income. 

Where entitlement to a Benefit under United States Laws is 

established according to the provisions of paragraph 1 of this 

Article, the Competent Institution of the United States shall 

compute a pro rata Primary Insurance Amount in accordance with 

United States Laws based on: 

(a) the person's average earnings, credited exclusively under 

United States Laws; and 

(b) the ratio of the duration of the person's 

Periods of Coverage completed under United States Laws, 

to the total duration of a coverage lifetime as determined in 

accordance with United States Laws. 

Benefits payable under United States Laws shall be based on the 

pro rata Primary Insurance Amount. 

ANNOTATIONS AND COMMENTS 

For purposes of entitlement to Benefits under this Agreem

will not consider periods of Uruguayan coverage credited 

1937, the earliest date for which U.S. law permits 

Periods of Coverage. SSA also will not consider 

Periods of Coverage under the Uruguayan system that are n

on a worker's paid contributions to the Uruguayan system

credits awarded to mothers based on child care or bonu

given to teachers. 

Article 7.5 describes the method of computing U.S. Benefit 

when SSA establishes entitlement by totalizing (i.e., co

U.S. and Uruguayan coverage. Persons whose U.S. covera

qualifies them for U.S. Benefits will not receive U.S. to

Benefits. 

Under Article 7.5, the amount of the worker's Benefit de

both the level of his or her earnings and the duration of h

U.S. Social Security coverage. SSA regulations (20 CPR 4

describe this computation procedure in detail. 

The first step in the procedure is to compute a theoretical 

Insurance Amount (PIA) as though the worker had spent a f

under U.S. Social Security at the same level of earnings as d

or her actual periods of U.S. covered work. SSA then pro

theoretical PIA to reflect the proportion of a coverage 

completed under the U.S. program. The regulations 

coverage lifetime as the number of years used in deter

worker's average earnings under the regular U.S. 

computation method. 

Insert offset folio 56 here HD102.053

6. 

7. 

PRINCIPAL AGREEMENT 

- 17-

Entitlement to a Benefit under United States Laws that results from 

paragraph 1 of this Article shall terminate with the acquisition of 

sufficient Periods of Coverage under United States Laws to 

establish entitlement to an equal or higher Benefit without the need 

to invoke the provision of paragraph 1 of this Article. 

Article 4 of this Agreement shall be applied by the United States in 

a manner consistent with section 233(c)(4) of the United States 

Social Security Act. 

Article 8 

Uruguayan Benefits 

ANNOTATIONS AND COMMENTS 

Article 7.6 provides that if a worker entitled to a U.S. tot

Benefit acquires additional U.S. coverage that enables the w

qualify for an equal or higher Benefit based only on hi

U.S. coverage, SSA will pay the regular national law Bene

than the totalization Benefit. 

Sections 233(c)(l) and (2) of the Act specify certain ben

coverage provisions which either must be or may be include

international Social Security agreements. In addition, 

233(c)(4) permits agreements to contain other unspecified pr

which are not inconsistent with the provisions of title II of 

Article 7. 7 is intended to make clear that where the only auth

the equality of treatment provisions in Article 4 of this Agre

section 233(c)(4) of the Act, these provisions will be applie

United States only to the extent that they do not conflict w

provisions of title II of the Act. 

Uruguay pays social security Benefits to people who m

applicable eligibility standards, including minimum length

and other requirements. Under Article 8, Uruguay wil

person's U.S. coverage to his or her periods of Uruguayan c

if necessary, to meet eligibility rules. If the person m

requirements based on combined U.S. and Uruguayan 

Uruguay will pay a Benefit in accordance with its La

Article 2.l(b)) on national old-age, disability, and survivors 

Insert offset folio 57 here HD102.054

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 18-

URUGUAY AN SOCIAL SECURITY BENEFITS 

GENERAL 

The Uruguayan social security system is a three-pillar structu

first pillar consists of a non-contributory, means-tested 

assistance payment for low-income workers, financed 

general government revenues. The first pillar is a fl

means-tested benefit that is adjusted downward as a p

retirement income increases. First pillar Benefits are not i

under the scope of this Agreement. The second pillar is a tra

defined benefit system that provides Benefits on the basis of o

disability, and death via pay-as-you-go financing. The third 

a mandatory, fully funded system invested in individual 

funds (mandatory for all wage earners and self-employed per

Uruguay who earn more than a statutorily defined threshold)

pillar benefit amounts vary somewhat according to the perfo

of the fund in which the employee elects to invest. Article 8.3 

Agreement permits a person to receive such a Benefit under t

pillar if he or she qualifies for such Benefit. 

This Article applies to the second pillar system, whic

work-based program that covers all economically active pe

Uruguay. Uruguay pays Benefits under the second piJlar in a

that it bases on the worker's average earnings, number of y

contributions, and age of retirement. 

Insert offset folio 58 here HD102.055

PRINCIPAL AGREEMENT 

- 19-

ANNOTATIONS AND COMMENTS 

OLD-AGE BENEFITS 

Retirement age in Uruguay is age 60. The Uruguayan 

requires a minimum of 30 years of covered work in Uru

entitlement to an old-age Benefit. Certain activities mo

30-year requirement, including child care (a mother receive

of credit for each child or adopted child in her care, with a mof 5) and teaching (teachers are credited with 4 years fo

years of services performed). Additional rules apply f

favorable retirement conditions for pilots, miners, and peo

work in strenuous conditions. A person may elect to defer rhis or her Benefit until age 70, at which point he or she 

eligible for a higher Benefit amount. 

DISABILITY BENEFITS 

Uruguay pays two types of disability Benefits - total 

Benefits and a temporary allowance for partial disability. 

In order to receive a total disability Benefit, a person ag

older must have performed at least 2 years of covered work

6 months of which must have occurred in the period imm

preceding the disability onset. The worker must fu

completely incapable of any type of work, and cannot be i

of a retirement Benefit. If the worker first became disabl

the age of26, the 2-year minimum contribution period is wa

the 6-month requirement remains, along with all th

requirements. Further, if a worker's disability onset was 

linked to his or her work activity, both coverage requirem

waived. 

Insert offset folio 59 here HD102.056

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

-20-

The requirements for receipt of the temporary allowance f

disability are somewhat less stringent. Like the total 

Benefit, a person aged 26 or older must have performed 

years of covered work, at least 6 months of which ·m

occurred in the period immediately preceding the disabil

and also cannot be entitled to a retirement Benefit. How

worker must only be incapable of performing the same wor

or she was performing at the time the disability occurred. 

coverage exemptions for workers under age 26 and worke

disability is directly connected to his or her work activity 

this allowance as apply to the total disability Benefi

allowance is only payable for a maximum period of 3 years. 

SURVIVORS' BENEFITS 

Under the Uruguayan system, survivors' Benefits are av

widow(er)s, umnarried children under age 21, children of th

who were disabled prior to age 21, divorced spouses e

alimony at the time of the worker's death, registered part

conseusual union, and disabled parents of the worker w

dependent on the worker at the time of his or her death. In 

any survivors to be eligible for a Benefit, the deceased m

been working, receiving, or eligible to receive an ol

disability Benefit or sickness, maternity, work in

unemployment benefits (or have died within the 12-mon

after unemployment benefits terminated). While Benefits 

children terminate upon attaimnent of 21 years of age, chil

were disabled prior to age 21 can continue to receive Be

long as they remain umnarried and disabled. Benefits 

upon the marriage of any entitled surviving spouse or child. 

Insert offset folio 60 here HD102.057

PRINCIPAL AGREEMENT 

- 21 -

ANNOTATIONS AND COMMENTS 

Survivors' Benefit amounts are based on the amount of the 

the worker was receiving, or would have been entitled to, at 

of his or her death. Category I survivors include wido

children, who are entitled to receive 75% of. this 

Category II beneficiaries, including widowers, registered 

and divorced spouses, are entitled to receive 66% of this 

Disabled parents of the worker are entitled to receive 50% 

amount. 

If there is only one Category I survivor entitled on the w

record, his or her share is 75%. However, if there is more t

Category I survivor entitled to a Benefit, all survivors sp

equally, except those with children in care, who get a 14% i

If there is only one Category II survivor beneficiary, his or h

is 66%. However, if there is more than one Category II 

entitled to a Benefit, all survivors split 60% equally. In a

cases, the Benefit is split equally among other eligible surviv

COST -OF-LIVING ADJUSTMENTS 

Uruguay provides cost of living adjustments on an annua

Benefits increase according to increases in the average wag

for the prior year. This adjustment generally occurs at the be

of the year, when the prior year's average wage statis

published. 

Insert offset folio 61 here HD102.058

1. 

2. 

PRINCIPAL AGREEMENT 

If Periods of Coverage have been completed under the Laws of the 

two Contracting States, the Uruguayan Competent Institution shall take into account -if necessary- the Periods of Coverage 

completed under the Laws of the other Contracting State in order 

to determine the entitlement to the Benefits according to the 

applicable Laws, provided that the Periods of Coverage do not 

overlap. 

To establish the applicability of the provisions on the calculation 

of total Periods of Coverage and Benefit entitlement under the 

Uruguayan Laws, the periods completed in a third State bound by 

a Social Security Agreement with Uruguay which provides for the 

aggregation of Periods of Coverage shall be taken into account if 

necessary. 

ANNOTATIONS AND COMMENTS 

-22-

Article 8 contains rules for determining Uruguayan 

eligibility and amounts for people who have periods o

security coverage in both countries, but who do not have 

Uruguayan coverage to qualify for Uruguayan benefits. 

Under Article 8.1, BPS will take U.S. Periods of Cover

account under this Agreement if the worker has Periods of C

in both countries, but not enough Periods of Coverage to qu

a Benefit by considering only Uruguayan Periods of Cover

in the parallel U.S. provision found in Article 7.1 of this Ag

Uruguay will not count any U.S. Periods of Coverag

coincide with a Period of Coverage already credite

Uruguayan Laws. 

Article 8.2 provides that, if a person does not have enough 

in the United States and Uruguay to receive a Benefit u

Agreement, Uruguay will consider for purposes of entitlem

Benefit periods of coverage completed in other countries wi

it has social security agreements in force. 

U.S. Laws only permit the United States to 

Periods of Coverage on a bilateral basis. Accordingly, Artic

this Agreement exempts SSA from considering periods of 

completed under the social security systems of third count

which it has concluded an agreement for purposes of entitlem

Benefit under this Agreement. 

Insert offset folio 62 here HD102.059

3. 

4. 

5. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

-23-

Benefits shall be provided under the intergenerational solidarity 

retirement system, and when applicable, the Benefits generated 

under the system of mandatory individual savings (capitalization) 

will be added. 

The Uruguayan Competent Institution shall establish the individual 

entitlement to a Benefit and shall calculate the Benefits taking into 

account the Periods of Coverage completed under the Uruguayan 

Laws, as well as those completed under the United States Laws. 

Benefits provided shall result from the most favorable calculation 

to the beneficiary by one or the other procedure, regardless of any 

Benefit determination made by the United States 

Competent Institution. 

When totalizing the Periods of Coverage in order to add the 

Periods of Coverage completed under the Laws of the 

United States to those completed under the Uruguayan Laws, the 

Uruguayan Competent Institution shall apply the following 

calculation ru!es to establish the amount of Benefits: 

(a) The Competent Institution shall determine the amount of 

the Benefit that the person would be entitled to, as if all 

creditable Periods of Coverage had been completed under 

its Laws (theoretical benefit). 

This provision stipulates that any Benefit paid by Uruguay u

Agreement will be paid under the defined benefit (seco

scheme. If the person also made sufficient contribut

mandatory individual savings (third pillar), Uruguay will a

corresponding supplemental amount to the basic Benefit. 

Article 8.4 provides that in addition to determining a 

entitlement to Benefits using combined coverage un

Agreement, BPS will also calculate the amount of the B

taking into consideration Periods of Coverage complete

United States. 

Uruguay will pay Benefits under this Agreement accordi

manner provided for in its Laws that is most favorab

beneficiary. 

Article 8.5 describes the method by which Uruguay will 

Benefits payable under this Agreement. BPS will perf

separate Benefit calculations. Initially, it will compute a th

Benefit amount as if the worker's U.S. Periods of Coverage 

completed under Uruguayan Laws. BPS will then det

pro rata Benefit amount by multiplying the theoretica

described in Article 8.5 (a) by the ratio of the Periods of 

completed under Uruguayan Laws to the total Periods of 

completed in both countries. 

Insert offset folio 63 here HD102.060

6. 

PRINCIPAL AGREEMENT 

(b) The Competent Institution shall establish the amount of the 

Benefit by applying to the theoretical Benefit estimated 

according to its Laws, the same proportion that exists 

between the creditable Period of Coverage completed 

under the Uruguayan Laws, and the total creditable 

Periods of Coverage completed under the Laws of the two 

Contracting States (pro rata Benefit). 

-24-

Where the Uruguayan Laws require that, in order to be entitled to 

the Benefit, the Periods of Coverage should be completed in a 

certain time immediately prior to the event giving rise to the 

Benefit, this condition will be considered as fulfilled, if the person 

is contributing under the Laws of the United States and has credit 

for at least one (I) quarter of coverage under such Laws during the 

eight (8) calendar quarters immediately preceding the calendar 

quarter in which the insured event occurs according to the Laws of 

Uruguay. 

PART IV 

Miscellaneous Provisions 

Article 9 

Administrative Arrangements 

The Competent Authorities of the two Contracting States shall: 

ANNOTATIONS AND COMMENTS 

In order to be entitled to certain categories of disability 

under Uruguayan Laws, a worker must have 

Periods of Coverage in a six-month period immediately pr

onset of his or her disability. Under Article 8.6, work 

covered under U.S. Laws will count towards this requireme

worker has at least I U.S quarter of coverage in the 8-quar

immediately preceding disability onset, he or she will be d

meet this recency requirement of Uruguayan Laws. 

Article 9 outlines various duties of the Competent Authorit

this Agreement. Paragraph (a) authorizes and requ

Competent Authorities to conclude an Administrative Arr

and designate Liaison Institutions to facilitate the impleme

this Agreement. Paragraph (b) requires them to notify each 

steps they take unilaterally to implement this Ag

Insert offset folio 64 here HD102.061

PRINCIPAL AGREEMENT 

(a) make all necessary administrative arrangements for the 

implementation of this Agreement and designate 

Liaison Institutions; 

(b) communicate to each other information concerning the 

measures taken for the application of this Agreement; and 

(c) communicate to each other, as soon as possible, 

information concerning all changes in their respective Laws 

which may affect the application of this Agreement. 

Article 10 

Mutual Assistance 

The Competent Authorities and the Competent Institutions of the 

Centracting States, within the scope of their respective authorities, shall 

assist each other in implementing this Agreement. This assistance shall be 

free of charge, subject to exceptions to be agreed upon in an 

administrative arrangement. 

ANNOTATIONS AND COMMENTS 

- 25-

Paragraph (c) obligates the Competent Authorities to not

other of any changes in their social security Laws that may a

application of this Agreement. 

Article 1 0 authorizes the two countries to furnish ea

non-reimbursable assistance in administering this Agreeme

assistance may include taking Benefit applications and the 

and exchange, including the electronic exchange, of inf

relevant to claims filed and Benefits paid under this Ag

Although Article I 0 establishes a general principle tha

administrative assistance will be free of charge, the 

authorizes the two sides to agree to exceptions, such as the e

for medical examinations in Article 7.3 

Administrative Arrangement. 

Insert offset folio 65 here HD102.062

1. 

2. 

PRINCIPAL AGREEMENT 

-26-

Article 11 

Confidentiality of Exchanged Personal Data 

Unless otherwise required by the national statutes of a 

Contracting State, Personal Data transmitted in accordance with 

this Agreement to one Contracting State by the other 

Contracting State shall be used exclusively for purposes of 

administering this Agreement and the applicable Laws. The 

receiving Contracting State's national statutes for the protection of 

privacy and confidentiality of Personal Data and the provisions of 

this Agreement shall govern such use. 

The Competent Authorities of the Contracting States shall inform 

each other about all amendments to their national statutes 

regarding the protection of privacy and confidentiality of 

Personal Data that affect the transmission of Personal Data. 

ANNOTATIONS AND COMMENTS 

Both the United States and Uruguay recognize the great im

of ensuring the integrity of Personal Data, as well as a 

rights pertaining thereto. Accordingly, both countries have 

and regulations that govern disclosure and provide strict sa

for maintaining the confidentiality of Personal Data in the po

of their respective governments. 

In the United States, these statutes includ

Freedom oflnfonnation Act, the Privacy Act, section 610

Internal Revenue Code, and pertinent provisions of the Act a

related statutes. In Uruguay, the applicable laws 

LawNo. 18.331, along with Decree No. 414/009. Art

provides that both countries will protect Personal Data f

under this Agreement in accordance with the applicable pr

of the privacy and confidentiality laws of the country that 

the Personal Data. 

Article 11.2 provides that if either country modifies an

statutes that regulate the privacy or confidentiality of Perso

transmitted between the countries, the Competent Authori

Contracting State that modified its statute must no

Competent Authority of the other Contracting State. 

Insert offset folio 66 here HD102.063

3. 

PRINCIPAL AGREEMENT 

The Competent Authority or Competent Institution requesting or 

transmitting Personal Data pursuant to this Agreement, upon 

request, must disclose to a person the following: 

(a) the content of his or her Personal Data, 

(b) the Competent Institution receiving his or her 

Personal Data, 

(c) the duration of use of his or her Personal Data, and 

(d) the purpose and legal grounds for which his or her 

Personal Data were used or requested. 

- 27-

ANNOTATIONS AND COMMENTS 

Article 11.3 protects a person's right to request 

information about any of his or her Personal Data requeste

transmitted to either country under this Agreement. Article 

provides that when a person requests such information ab

her Personal Data from a country, that country must pr

requested information to the person. 

Insert offset folio 67 here HD102.064

4. 

5. 

PRINCIPAL AGREEMENT 

-28-

The Competent Authority or Competent Institution transmitting 

Personal Data pursuant to this Agreement shall take all reasonable 

steps to ensure that transmitted Personal Data are accurate and 

limited to data required to fulfill the receiving 

Competent Authority's or Competent Institution's request. In 

accordance with their respective national statutes, the receiving 

Competent Authority or Competent Institution shall correct or 

delete any inaccurate transmitted Personal Data and any data not 

required to fulfill the receiving Competent Institution's request, 

and immediately notizy the other Contracting State's 

Competent Authority or Competent Institution of such correction. 

This shall not limit a person's right to request such correction of 

his or her Personal Data directly from the Competent Institutions 

under their respective national statutes. 

Both the transmitting and the receiving Competent Authority or 

Competent Institution shall effectively protect Personal Data 

against unauthorized or illegal access, alteration, or disclosure. 

ANNOTATIONS AND COMMENTS 

Article 11.4 provides that both countries will take reasonabl

ensure the accuracy of Personal Data transmitted between 

countries and will limit the transmission of Personal Data 

that information necessary to satisfy the other country's 

However, if one country later discovers that it transm

received inaccurate or outdated Personal Data, or Personal 

required to satisfy a country's request, the country that disc

discrepancy will correct or delete the Personal Data in que

immediately notizy the Competent Institution of the otl1er 

The countries will perform such correction or deletion in ac

with their respective statutes governing alteration and destr

data. 

Article 11.4 also recognizes the right of a person to a

Competent Institution directly to correct or delete any of h

own Personal Data that he or she discovers to be inaccura

required to satisfy a Contracting State's request. 

Both the United States and Uruguay agree to protect the 

privacy, and confidentiality of Personal Data under their r

laws when receiving or transmitting such data under this Ag

Insert offset folio 68 here HD102.065

PRINCIPAL AGREEMENT 

- 29-

Article 12 

Confidentiality of Exchanged Employers' Information 

Unless otherwise required by the national statutes of a Contracting State, 

employers' information transmitted between the Contracting States in 

accordance with this Agreement shall be used exclusively for purposes of 

administering this Agreement and the applicable Laws. The receiving 

Contracting State's national statutes for the protection and confidentiality 

of employers' information and the provisions of this Agreement shall 

govern such use. 

l. 

Article 13 

Documents 

Where the Laws of a Contracting State provide that any document 

which is submitted to the Competent Authority or a 

Competent Institution of that Contracting State shall be exempted, 

wholly or partly, from fees or charges, including consular and 

administrative fees, the exemption shall also apply to 

corresponding documents which are submitted to the 

Competent Authority or a Competent Institution of the other 

Contracting State in the application of this Agreement. 

ANNOTATIONS AND COMMENTS 

Article 12 provides protections for employers' co

information. It provides to any business-related inf

exchanged under this Agreement similar protections 

provided for Personal Data under Article 11 of this Agree

under each country's national statutes. 

Article 13.1 states that if the Laws of one country exempt d

submitted in connection with a social security claim from 

charges, that exemption will also apply if a country se

documents to the other country by or on behalf of a cla

beneficiary. 

Insert offset folio 69 here HD102.066

2. 

3. 

l. 

PRINCIPAL AGREEMENT 

Documents and certificates presented for purposes of this 

Agreement shall be exempted from requirements for authentication 

· by diplomatic or consular authorities, as well as translation, 

notarization, and registration. 

Copies of documents certified as true and exact copies by a 

Competent Institution of one Contracting State shall be accepted as 

true and exact copies by a Competent Institution of the other 

Contracting State, without further certification. The 

Competent Institution of each Contracting State shall be the final 

judge of the probative value of the evidence submitted to it from 

whatever source. 

Article 14 

Correspondence and Languages 

The Competent Authorities and Competent Institutions of the 

Contracting States may correspond directly with each other and 

with any person, wherever the person may reside, whenever it is 

necessary for the administration of this Agreement. 

ANNOTATIONS AND COMMENTS 

- 30-

Some countries require that a diplomatic, consular, or othe

representative in the other country certify the authen

documents submitted to their social security authorities 

behalf of persons in another country. Both the United S

Uruguay are parties to the Hague Convention Abolis

Requirement for Legalisation for Foreign Public Doc

Article 13.2 reaffirms that neither country will requ

authentication of documents submitted under this Agreemen

If the Competent Institution of one country certifies that a 

document it furnishes to the Competent Institution of 

country is a true and exact copy of an original document, 

country will accept this certification. Nevertheless, each 

will remain the final judge of the probative value of any d

submitted to it under this Agreement. 

Article 14.1 authorizes direct correspondence betw

Competent Authorities and Competent Institutions of 

countries and between these bodies and any person with w

may need to communicate. 

Insert offset folio 70 here HD102.067

2. 

1. 

2. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

-31 • 

The Competent Authority or Competent Institution of a 

Contracting State shall not reject applications or documents solely 

because they are written in the language of the other 

Contracting State. 

Article 15 

Claims 

A written claim for Benefits filed with a Competent Institution of 

one Contracting State under its Laws or under this Agreement shall 

be considered as filed with the Competent Institution of the other 

Contracting State if the applicant so requests. 

If an applicant has filed a written claim for Benefits with a 

Competent Institution of one Contracting State and has not 

explicitly requested that the claim be restricted to Benefits under 

the Laws of that Contracting State, the claim shall also protect the 

rights of claimants under the Laws of the other Contracting State if 

the applicant provides information at the time of filing indicating 

that the person on whose record Benefits are claimed has 

completed Periods of Coverage under the Laws of the other 

Contracting State. 

The provisions of Part III of this Agreement shall apply only to 

Benefits for which a claim is filed on or after the date on which 

this Agreement enters into force. 

The Competent Authorities a:nd Competent Institutions 

country may not reject an application or document becau

the language of the other country. SSA already accepts ap

and documents written in any language. 

Article 15 provides for situations in which a claim filed fo

from one country will also be a claim for Benefits from 

country. 

Under Article 15.1, a written claim submitted 

Competent Institution of one country that expresses intent 

Benefits in the other country will protect the claimants

Benefits under the Laws of the other country as if the 

presented it to the other country, provided the applicant exp

intent to file for Benefits in the other country when 

application. 

An applicant who files a claim with the Competent Instituti

country may not always know about his or her Benefit rig

other country. Article 15.2 provides that even if it states no 

to file for Benefits in the other country, a claim will also p

claimants' rights under the other country's laws if the 

indicates at the time of flling that the worker had covera

other country. 

Article 15.3 requires that a person claiming Benefits u

Agreement file a claim on or after the date this Agreem

into force. 

Insert offset folio 71 here HD102.068

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 32-

1. 

2. 

Article 16 

Reconsideration, Appeals, and Time Limits 

A written request for a reconsideration or appeal of a determination 

made by a Competent Institution of one Contracting State may be 

validly filed with a Competent Institution of either 

Contracting State. The reconsideration or appeal shall be decided 

according to the procedure and Laws of the Contracting State 

whose decision is being reconsidered or appealed . . 

Any claim, notice or written request for a reconsideration or appeal 

which, under the Laws of one Contracting State, must have been 

filed within a prescribed period with a Competent Institution of 

that Contracting State, but which is instead filed within the same 

period with a Competent Institution of the other Contracting State, 

shall be considered to have been filed on time. 

Article 17 

Transmittal of Claims, Notices, .Reconsiderations, and Appeals 

In any case to which the provisions of Article 15 or 16, or both, of this 

Agreement apply, the Competent Institution to which the claim, notice, or 

written request for a reconsideration or appeal has been submitted shall 

indicate the date of receipt on the document or any form developed for 

this purpose in accordance with Article 9 subparagraph (a), and transmit it 

without delay to the Liaison Institution of the other Contracting State. 

Both the United States and Uruguay have formal proced

appealing the determinations of their Competent Institution

Article 16.1, a claimant may file a written appeal of a decisi

Competent Institution of one country with the Competent In

of either country. The appropriate Competent Institutio

country whose decision a person is appealing will con

appeal under its own Laws and procedures. 

Article 16.2 provides that when the Laws of one country re

submission of a claim, notice, or written appeal within a 

limit, the Competent Institution of that country will conside

on · time if the claimant files it with the Competent Instituti

other country within that prescribed time limit. 

The Competent Institution with which an applicant files 

notice, reconsideration, or written appeal under Article 15 

this Agreement shall transmit it immediately 

Liaison Institution of the other country. The 

Competent Institution will indicate the date on which it rec

document. 

Insert offset folio 72 here HD102.069

I. 

2. 

I. 

2. 

PRINCIPAL AGREEMENT 

Article 18 

Currency 

-33-

Payments under this Agreement may be made in the currency of 

the Contracting State making the payments. 

In case provisions designed to restrict the exchange or export of 

currencies are introduced by either Contracting State, the 

Governments of both Contracting States shall immediately take 

measures necessary to ensure the transfer of sums owed by either 

Contracting State under this Agreement. 

Article 19 

Resolution of Disagreements 

Any disagreement regarding the interpretation or application of this Agreement shall be resolved by consultation between the 

Competent Authorities. 

If a disagreement is not resolved within twelve (12) months from 

the initiation of the consultations in accordance with paragraph 1 

of this Article, either Contracting State may request resolution 

through diplomatic charmels, in which case the Contracting States 

shall seek to resolve the dispute through such charmels. 

ANNOTATIONS AND COMMENTS 

The Competent Institutions may pay Benefits under this A

in the currency of either country. The United States pays 

abroad in U.S. dollars or, where possible, in local 

Uruguay pays Benefits abroad in U.S. dollars. 

Should either country restrict the exchange of its curren

Contracting States will take steps to ensure the payment of 

due under this Agreement. 

Article 19.1 requires the Competent Authorities to attempt t

any dispute between them regarding this Agreement 

consultation or negotiation. 

Under Article 19.2, either country can request resolution 

diplomatic charmels if a dispute carmot be resolved in a 

period after consultations commence. 

Insert offset folio 73 here HD102.070

PRINCIPAL AGREEMENT 

Article 20 

Supplementary Agreements 

-34-

This Agreement may be amended in the future by supplementary 

agreements. 

I. 

2. 

PARTY 

Transitional and Final Provisions 

Article 21 

Transitional Provisions 

This Agreement shall not establish any claim to payment of a 

Benefit for any period before the date of the entry into force of this 

Agreement, or to a lump-sum death payment if the person died 

before the entry into force of this Agreement. 

Except as otherwise provided in this Agreement, in determining 

the right to Benefits under this Agreement, consideration shall be 

given to Periods of Coverage completed under the Laws of both 

Contracting States and other events that occurred before the entry 

into force of this Agreement. 

ANNOTATIONS AND COMMENTS 

Article 20 provides that future supplementary agreeme

amerid this Agreement. 

The Competent Institutions will pay Benefits based 

Agreement no earlier than the effective date of this Agree

addition, no person will be eligible to receive a lump-su

payment if the worker died prior to the entry into forc

Agreement. 

In determining Benefit eligibility and amounts under this Ag

Article 21.2 provides that the Competent Institutions will 

Periods of Coverage earned before this Agreement enters in

The Competent Institutions will also consider events relev

determination of Benefit rights, such as marriage, death, d

or attainment of a certain age, which happened prio

Agreement's effective date. 

Insert offset folio 74 here HD102.071

3. 

4. 

5. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

-35-

In applying paragraph 1, 2, 3, or 4 of Article 6 of this Agreement 

in the case of persons who were sent to work in or transferred to 

the territory of a Contracting State prior to the date of entry into 

force of this Agreement, the period of employment or 

self-employment referred to in that paragraph shall be considered 

to begin on the date of entry into force of this Agreement. 

Determinations concerning entitlement to Benefits made before the 

entry into force of this Agreement shall not affect rights arising 

under it. 

The application of this Agreement shall not result in any reduction 

in the amount of a Benefit to which entitlement was established 

prior to the entry into force of this Agreement. 

However, the United States will not consider U

Periods of Coverage credited prior to 1937, the earliest 

which U.S. Laws. permit crediting Periods of Coverag

Article 7.4). Additionally, the United States will no

lump-sum death payment under this Agreement if the p

whose record a claimant files for Benefits died prio

Agreement's entry into force. (See Article 21.1 ). 

Article 21.3 provides that the Competent Institutions will 

the 5-year period to which paragraphs 1, 2, 3, and 4 of Artic

beginning no earlier than the date this Agreement enters in

Thus, for persons to whom these provisions apply who were 

in the other country before this Agreement's effective date, 

period will not count for purposes of the 5-year limit. 

A decision to award or deny a claim either Competent I

renders prior to the effective date of this Agreement will no

a person from filing a new application for other Benefits tha

payable because of this Agreement. 

Article 21.5 guarantees that the entry into force of this A

will not result in a reduction in Benefits already payable at 

this Agreement becomes effective. 

Insert offset folio 75 here HD102.072

1. 

2. 

I. 

2. 

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 36. 

Article22 

Duration 

This Agreement shall remain in force until the expiration of one 

(1) calendar year following the year in which written notice of its 

denunciation is given by one of the Contracting States to the other 

Contracting State. 

If this Agreement is terminated by denunciation, rights regarding 

entitlement to or payment of Benefits acquired under it shall be 

retained. The Contracting States shall make arrangements dealing 

with rights in the process of being acquired. 

Article 23 

Entry into Force 

Each Contracting State shall transmit to the other Contracting State 

a diplomatic note of the compliance with all legal and 

constitutional requirements for the entry into force of this 

Agreement. 

This Agreement shall enter into force on the first day of the third 

month following the date of the last note of an exchange of 

diplomatic notes in which the Contracting States notify each other 

of the completion of their respective necessary internal procedures 

for entry into force of this Agreement. 

Either country can terminate this Agreement by giving writt

of denunciation to the other. If either country takes a

denounce this Agreement, it will remain in effect until the e

of 1 calendar year after the year in which one of the 

receives written notice of denunciation from the other. 

If either country denounces this Agreement, a person w

Benefit rights acquired before its denunciation. 

arrangements would dictate the extent to which each count

recognize Benefit rights in the process of being acquired at 

of denunciation-for example, Periods of Coverage that ha

resulted in fully insured status. 

Once each country completes its internal approval process

governments will exchange formal instruments of approval. 

This Agreement will enter into force on the first day of 

calendar month after the month in which each government 

notification of approval from the other government pu

Article 23.1 of this Agreement. 

Insert offset folio 76 here HD102.073

PRINCIPAL AGREEMENT ANNOTATIONS AND COMMENTS 

- 37-

IN WITNESS WHEREOF, the undersigned, being duly authorized thereto, 

have signed the present Agreement. 

DONE at Montevideo on this lOth day of January, 2017, in duplicate, in the 

English and Spanish languages, both texts being equally authentic. 

FOR THE UNITED STATES 

OF AMERICA: 

Kelly Keiderling 

FOR THE ORIENTAL REPUBLIC OF 

URUGUAY: 

Ernesto Murro . 

The U.S. Ambassador to Uruguay, Kelly Keiderling, and the U

Minister of Labour and Social Affairs, Ernesto Murro, signed t

Agreement on January 10, 2017 in Montevideo. 

Insert offset folio 77 here HD102.074

ADMINISTRATIVE ARRANGEMENT 

ADMINISTRATIVE ARRANGEMENT 

BETWEEN THE COMPETENT AUTHORITIES OF 

THE UNITED STATESOF AMERICA AND 

THE ORIENTAL REPUBLIC OF URUGUAY 

FOR THE IMPLEMENTATION OF 

THE AGREEMENT ON SOCIAL SECURITY BETWEEN 

THE UNITED STATES OF AMERICA AND 

THE ORIENTAL REPUBLIC OF URUGUAY 

The Competent Authority of the United States of America and 

the Competent Authority of the Oriental Republic of Uruguay, 

In conformity with Article 9(a) of the Agreement on Social Security 

between the United States of America and the 

Oriental Republic of Uruguay, signed on January 10, 2017, hereinafter 

referred to as the "Agreement," have agreed as follows: 

CHAPTER I 

General Provisions 

Article 1 

Where terms that appear in the Agreement are used in this 

Administrative Arrangement, they shall have the same meaning as they 

have in the Agreement. 

ANNOTATIONS AND COMMENTS 

Article 1 provides that terms have the same meaning 

Administrative Arrangement as they do in the Agreement. 

Insert offset folio 78 here HD102.075

1. 

2. 

1. 

ADMINISTRATIVE ARRANGEMENT 

Article 2 

The Liaison Institutions defined in Article 1.1 (e) of the 

Agreement shall be: 

(a) for the United States, the Social Security Administration 

(Ia Administracion de Ia Seguridad Social); and 

(b) for Uruguay, the Banco de Prevision Social (the 

Social Security Bank). 

The Liaison Institutions referred to in paragraph 1 of this Article 

are to decide upon the joint procedures and methods necessary for 

the implementation of the Agreement and this 

Administrative Arrangement. 

CHAPTER II 

Provisions on Applicable Laws 

Article 3 

Where the Laws of one Contracting State are applicable in 

accordance with any of the provisions of Article 5 or 6 of the 

Agreement, the Liaison Institution of that Contracting State, upon 

request of the employer or self-employed person, shall issue a 

certificate stating that the employee or self-employed person is 

ANNOTATIONS AND COMMENTS 

-2-

Article 2.1 designates the Liaison Institutions in each 

responsible for implementing and administering the cove

Benefit provisions of the Agreement. The United States d

the Social Security Administration (SSA) as its Liaison In

and Uruguay designates the Banco de Prevision Social (BP

counterpart Liaison Institution. 

Article 2.2 authorizes and requires the Liaison Institutions 

countries to agree upon those procedures and methods they 

for the implementation of the Agreement an

Administrative Arrangement. 

Under Article 3.1, the Liaison Institution of the country who

security coverage Laws will continue to apply to a p

accordance with the rules in Part II of the Agreement wil

certificate to that effect when an employer or a self-employe

requests one. Employers and self-employed persons should 

Insert offset folio 79 here HD102.076

2. 

3. 

1. 

ADMINISTRATIVE ARRANGEMENT 

subject to those Laws and indicating the duration for which the 

certificate shall be valid. This certificate shall be evidence that 

the employee or self-employed person is exempt from the· Laws 

on compulsory coverage of the other Contracting State. 

The certificate referred to in paragraph 1 of this Article shall be 

issued: 

(a) in the United States, by the Social Security Administration 

(!a Administraci6n de Ia Seguridad Social); and 

(b) in Uruguay, by the Banco de Prevision Social (the 

Social Security Bank). · 

The Liaison Institution of a Contracting State that issues a 

certificate referred to in paragraph I of this Article shall furnish a 

copy of the certificate or mutually decided information from the 

certificate to the Liaison Institution of the other Contracting State 

as needed. 

CHAPTER III 

Provisions on Benefits 

Article 4 

Claims for Benefits under the Agreement shall be submitted on 

forms to be developed by the Liaison Institutions of the two 

Contracting States. 

ANNOTATIONS AND COMMENTS 

- 3 -

certificates before work begins in the other country, w

possible. The certificate will serve as evidence of the exem

the person from the coverage Laws of the other count

provided to the Liaison Institution of the other country. 

SSA (United States) and BPS (Uruguay) will issue 

certificates. 

Article 3.3 provides that the Liaison Institution issuing a 

certificate will furnish a copy of the certificate or informat

the certificate to the Liaison Institution in the other count

needed. 

The U.S. and Uruguayan Liaison Institutions will agree on 

application forms that people who wish to file for Benefits 

the Agreement will use. 

Insert offset folio 80 here HD102.077

2. 

ADMINISTRATIVE ARRANGEMENT 

The Competent Institution of the Contracting State, with which a 

claim for Benefits is first filed in accordance with Article 15 of 

the Agreement, shall provide the 'Liaison Institution of the other 

Contracting State with such evidence and other information in its 

possession as may be required to complete action on the claim. 

3. The Competent Institution of a Contracting State which receives a 

claim that was first filed with a Competent Institution or 

Liaison Institution of the other Contracting State shall without 

delay provide the Liaison Institution of the other 

Contracting State with such evidence and other available 

information in its possession as may be required for it to complete 

action on the claim. 

4. The Competent Institution of the Contracting State with which a 

claim for Benefits has been filed shall verify the information 

pertaining to the claimant and the claimant's family members. 

The Liaison Institutions of both Contracting States shall decide 

the types of information to be verified. 

ANNOTATIONS AND COMMENTS 

-4-

Articles 4.2 and 4.3 outline the procedures both countries w

for the exchange of evidence and information they need to 

claims filed under the Agreement. 

Article 4.4 deals with the verification of claims informatio

U.S. and Uruguayan Laws require verification of certain inf

about people claiming Benefits (e.g., age and family relatio

the worker) before either country can approve the claim. A

provides that when a person files a claim for Benefits u

Agreement in one country, the Competent Institution of tha

will verify the relevant information and inform the Liaison In

of the other country of its findings. The Liaison Institutions w

upon the specific types of information requiring verification. 

This provision expedites the claims process by avoiding 

verification of the same information. A Competent Institut

still request additional evidence to support the finding of t

Competent Institution. · 

Insert offset folio 81 here HD102.078

1. 

2. 

ADMINISTRATIVE ARRANGEMENT 

CHAPTER IV 

Miscellaneous Provisions 

Article 5 

In accordance with measures to be decided pursuant to 

paragraph 2 of Article 2 of this Administrative Arrangement, the 

Liaison Institution of one Contracting State shall, upon request by 

the Liaison Institution of the other Contracting State, furnish 

available information relating to the claim of any specified 

individual for the purpose of administering the Agreement. 

For the purpose of facilitation of the implementation of the 

Agreement and this Administrative Arrangement, the 

Liaison Institutions may decide on measures for the electronic 

exchange of data. 

Article 6 

The Liaison Institutions shall exchange statistics on the number of 

certificates issued under Article 3 of this Administrative Arrangement 

and on the payments made to beneficiaries under the Agreement. These 

statistics shall be furnished annually in a manner to be decided by the 

Liaison Institutions. 

ANNOTATIONS AND COMMENTS 

- 5-

Article 5.1 provides that the Liaison Institution of one coun

upon request, furnish claims-related information 

Liaison Institution of the other country in accordance wit

upon procedures. Such procedures will be decided upon 

Liaison Institutions and will be consistent with the governing 

of both countries. 

Under Article 5.2, the Liaison Institutions of both count

choose to implement electronic data exchanges to 

administration of the Agreement and 

Administrative Arrangement. Such exchanges must comply 

laws of each country governing the protection of priv

confidentiality of Personal Data. 

Article 6 provides for an exchange of statistics concerning ce

issued pursuant to Article 3.1 of this Administrative Arrangem

payments made to beneficiaries under the Agreement. 

Insert offset folio 82 here HD102.079

1. 

2. 

3. 

ADMINISTRATIVE ARRANGEMENT 

Article 7 

Where assistance is requested and provided under Article 10 of 

the Agreement, expenses other than regular personnel and 

operating costs shall be reimbursed to the Competent Institution 

providing the assistance, except as may be otherwise decided by 

the Competent Authorities or Liaison Institutions of the 

Contracting States. 

Upon request, the Liaison Institution of either Contracting State 

shall furnish without cost to the Liaison Institution of the other 

Contracting State any medical information and documentation in 

its possession to assess the disability of the claimant or 

beneficiary. 

Medical examinations of persons who reside in the territory of 

one of the Contracting States, which are required under the Laws 

of the other Contracting State, shall be arranged by the 

Liaison Institution of the firSt Contracting State, upon the request 

and at the expense of the requesting Liaison Institution. The costs 

of . medical examinations shall not be refunded if they are 

performed for the use of the Competent Institutions of both 

Contracting States. 

ANNOTATIONS AND COMMENTS 

-6-

In accordance with Article 10 of the Agreeme

Competent Institutions of the two countries will provide ea

with administrative assistance required to implem

Agreement. Under Article 7.1, the requesting Competent In

will pay expenses the other Competent Institution inresponding to requests for administrative assistance that req

go outside its own organization unless the two countries ag

different arrangement. This includes hiring interpreters, co

special field investigations, or arranging medical examinatio

Competent Institutions will not reimburse expenses for 

personnel and operating costs. 

When the Liaison Institution in one country requests 

information from the Liaison Institution in the other country, 

Liaison Institution will provide the requesting Liaison Institu

any pertinent medical records it has in its possession free of ch

Article 7.3 provides that where a medical examination is nec

establish eligibility for or continuing entitlement to a 

Benefits that are payable under the Agreement, and the cla

beneficiary is in the other country, the Liaison Institution of 

country, upon request, will arrange for the examination at the 

of the Liaison Institution requesting the examination. 

Insert offset folio 83 here HD102.080

0 

4. 

ADMINISTRATIVE ARRANGEMENT 

The Liaison Institution of one Contracting State shall reimburse 

amounts owed under paragraph 1 or 3 of this Article upon 

presentation of a statement of expenses by the Liaison Institution 

of the other Contracting State. 

Article 8 

This Administrative Arrangement shall enter into force on the date of 

entry into force of the Agreement and remain in force as long as the 

Agreement is in force. 

DONE at Montevideo, this 101h day of January, 2017, in duplicate in the 

English and Spanish languages, both texts being equally authentic. 

FOR TilE COMPETENT 

AUTHORITY OF TilE 

UNITED STATES OF AMERICA: 

Kelly Keiderling 

FOR THE COMPETENT 

AUTEORITY OF THE 

ORIENTAL REPUBLIC OF 

URUGUAY: 

Emesto Murro 

ANNOTATIONS AND COMMENTS 

- 7-

In order to receive reimbursement for the cost of admini

assistance, the Liaison Institution that provides the assistanc

provide the requesting Liaison Institution with a statem

expenses. 

This Administrative Arrangement will enter into force on thdate as the Agreement and will remain in effect for the same p

the Agreement. 

The U.S. Ambassador to Uruguay, Kelly Keiderling, and the Uru

Minister of Labour and Social Affairs, Emesto Murro, signed the 

Administrative Arrangement on January 10,2017 in Montevideo