
1 
This Order may be cited as the Social
Security (United States of America) Order 1984
and shall come into operation on 1st January 1985 with the exception of 
Article 3 which comes into operation on 1st
January 1988.
2 
The Social Security Act 1975
shall be modified to such extent as may be required to give effect to the
provisions contained in the Agreement so far as the same relate to England,
Wales and Scotland.
3 
The National
Insurance (United States of America) Order 1969
is revoked with effect from 1st January 1988.
G. I. de Deney
Clerk of the Privy Council

SCHEDULE 1



AGREEMENT ON SOCIAL SECURITY BETWEEN THE GOVERNMENT OF THE UNITED KINGDOM
OF GREAT BRITAIN AND NORTHERN IRELAND AND THE GOVERNMENT OF THE UNITED STATES
OF AMERICA 
The Government of the United Kingdom of Great
Britain and Northern Ireland and the Government of the United States of America;
 
Being desirous of regulating the relationship between
their two countries in the field of social security; 

Have agreed as follows: 

PART I
ARTICLE 1 
For the purpose of this Agreement:
(1) “Territory”
 means, as regards the United States,
the States, the District of Columbia, the Commonwealth of Puerto Rico, the
United States Virgin Islands, Guam and American Samoa, andas regards the United Kingdom, England, Scotland, Wales, Northern
Ireland, and also the Isle of Man and the Islands of Jersey, Guernsey, Alderney,
Herm and Jethou; and references to the “United
Kingdom” or to “territory”
 in relation to the United Kingdom shall
include the Isle of Man, Jersey, Guernsey, Alderney, Herm and Jethou where
appropriate;
(2) “Laws”
 means, the laws specified in 
Article 2 of this Agreement, or regulations
or Orders emanating from those laws, which are applicable in the territory
of a Party or in any part thereof;
(3) “Competent
Authority” means, as regards the
United States, the Secretary of Health and Human Services, and
as regards the United Kingdom, the Secretary of States for Social
Services, the Department of Health and Social Services of Northern Ireland,
the Isle of Man Board of Social Security, the Social Security Committee of
the States of Jersey or the States of Guernsey Insurance Authority, as the
case may require;
(4) “Agency”
 means, as regards the United States,
the Social Security Administration, and as regards the United Kingdom, the
Departmental and independent authorities duly appointed to decide the matter
in question;
(5) “Period
of coverage” means, as regards
the United States, 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 under the laws of the United States, or any similar period insofar
as it is recognized by such laws as equivalent to a period of coverage,
andas regards the United Kingdom, it means an insurance period;
(6) “Benefit”
 means, any benefit, pension or allowance
provided for in the laws of either Party, including any increase of, or any
additional amount payable with a benefit, pension or allowance;

(7) As regards the United Kingdom:
(a) “insurance
period” means, a contribution period
or an equivalent period;
(b) “contribution
period” means, a period in respect
of which contributions appropriate to the benefit in question are payable,
have been paid or treated as paid;
(c) “equivalent
period” means, a period for which
contributions appropriate to the benefit in question have been credited;
(d) “survivor's
benefit” means, widow's allowance,
widowed mother's allowance and widow's pension;
(e) “child's
survivor benefit” means, guardian's
allowance and child's special allowance;
(f) “laws
on coverage” means, the laws and
regulations relating to the imposition of liability for the payment of social
security contributions.
ARTICLE 2 

(1) For the purpose 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:

(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) Chapter 2
and Chapter 21 of the 
Internal Revenue Code of 1954 and regulations pertaining
to those chapters;
(b) As regards the United Kingdom,
(i) the Social Security Acts 1975 to 1982
and the Social Security (Northern Ireland) Acts 1975 to 1982;
(ii) the Social Security Acts 1975 to 1982
(Acts of Parliament) as applied to the Isle of Man by Orders made under the
provisions of the Social Security Act 1982
(an Act of Tynwald);
(iii) the Social Security (Jersey) Law 1974;

(iv) the Social Insurance (Guernsey) Law
1978;and the laws which were consolidated by those Acts, Laws or Orders
or repealed by legislation consolidated by them.
(2) The Agreement shall apply also to any
law which supersedes, replaces, amends, supplements or consolidates the laws
specified in paragraph 1
of this Article.
(3) Unless the Parties agree otherwise, as
regards the United Kingdom, this Agreement:
(a) shall apply only to benefits described
in the laws specified in paragraph 1(b)
of this Article at the date of entry into force of this Agreement and for
which specific provision is made in this Agreement; and
(b) shall not apply to any laws which relate
to a branch of social security not covered by the laws specified in 
paragraph 1(b) of this Article unless the two
Parties make an agreement to that effect.
(4) This Agreement shall not apply to Regulations
on Social Security of the institutions of the European Communities or to any
convention or other international agreement on social security which either
Party has concluded with a third party or to any laws or regulations which
amend the laws specified in paragraph 1
of this Article for the purpose of giving effect to such a convention or agreement
but shall not prevent either Party from taking into account under its laws
the provisions of any other convention or agreement which that Party has concluded
with a third Party.
ARTICLE 3 
A person who is or has been subject to
the laws of one Party and who resides within the territory of the other Party
shall, together with his dependants, receive equal treatment with nationals
of the other Party in the application of the laws of the other Party regarding
the payment of benefits.
PART II
ARTICLE 4 

(1) Except as otherwise provided in this Part,
a person employed within the territory of one of the Parties shall, with respect
to that employment, be subject to the laws on coverage of only that Party.
Where a person is subject only to the laws on coverage of the United Kingdom
in accordance with this paragraph, those laws shall apply to him as if he
were ordinarily resident in the territory of the United Kingdom.
(2) Where a person who is covered under the
laws on coverage of one Party and is employed by an employer in the territory
of that Party is sent by that employer to work in the territory of the other
Party, the person shall be subject only to the laws on coverage of the former
Party, as if he were employed in the territory of the former Party, provided
that the period of work in the territory of the latter Party is not expected
to exceed 5 years, or such longer period as may be agreed upon by the Competent
Authorities in a particular case. This paragraph does not apply to employment
as an officer or member of a crew on a ship or aircraft.
(3) A person who would otherwise be covered
under the laws on coverage of both Parties with respect to self-employment
performed in the territory of either Party shall be subject only to the laws
on coverage of the Party in whose territory he ordinarily resides.
(4) Where a person is employed under the laws
on coverage of one Party and self-employed under the laws on coverage of the
other Party for the same activity, he shall be subject only to the laws on
coverage of the Party in whose territory he ordinarily resides.
(5) A person who would otherwise be covered
under the laws on coverage of both Parties with respect to employment as an
officer or member of a crew on a ship or aircraft shall, in respect of that
employment, be subject only to the laws on coverage of the United Kingdom
if he ordinarily resides in the territory of the United Kingdom, and only
to United States laws on coverage of the United Kingdom if he ordinarily resides
in the territory of the United States.
(6) A person who ordinarily resides in the
territory of the United Kingdom and who is not employed or self-employed shall
be subject to the laws on coverage of only the United Kingdom with respect
to social security contributions.
ARTICLE 5 

(1) This Agreement shall not affect the provisions
of the Vienna Convention on Diplomatic Relations
 of 18 April 1961, or of the 
Vienna Convention on Consular Relations of 24 April 1963
.
(2) Notwithstanding 
Article 4, nationals of one of the Parties
who are employed by the National Government of that Party in the territory
of the other Party and to whom the provisions mentioned in 
paragraph 1 of this Article do not apply, shall
be subject to the laws on coverage of only the first Party, as if they were
employed in the territory of that Party. For the purposes of the United States,
employment by the National Government shall include employment by an instrumentality
of the United States Government.
ARTICLE 6 
The Competent Authorities of the two
Parties may grant an exception to the provisions in this Part, in respect
of particular persons or categories of persons, provided that the affected
persons will be subject to the laws on coverage of one of the Parties.
PART III
ARTICLE 7 

(1) Except as otherwise provided in this Agreement,
any provision of United States laws which restricts entitlement to or payment
of cash benefits for persons who are not nationals of the United States solely
because such persons reside outside or are absent from the territory of the
United States shall not be applicable to persons who reside in the territory
of the United Kingdom.
(2) Subject to the provisions of 
paragraph 3 of this Article, a person who would
be entitled to receive an old age pension, a retirement pension or a survivor's
benefit under the laws of the United Kingdom if he were in the United Kingdom
shall be entitled to receive that pension or benefit while he ordinarily resides
in the territory of the United States, as if he were in the United Kingdom.

(3) A person who is entitled to receive an
old age pension, a retirement pension or a survivor's benefit under the laws
of the United Kingdom and who would be entitled to receive an increase in
the rate of that pension or benefit if he were in the United Kingdom shall,
after the date of entry into force of Part III
 of this Agreement, be entitled to receive
any such increase prescribed after that date by those laws if he ordinarily
resides in the territory of the United States; but nothing in this paragraph
shall confer entitlement to receive any such increases prescribed before that
date by those laws.
(4) Where under the laws of the United Kingdom,
an increase of any of the benefits for which provision is made in this Agreement
would be payable for a dependant if the dependant were in the United Kingdom,
it shall be payable while the dependant is in the territory of the United
States.
CHAPTER A
ARTICLE 8 

(1) Where a person has completed at least
six 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 Agency of the United States shall take into
account periods of coverage which are creditable under the laws of the United
Kingdom and which do not coincide with periods of coverage already credited
under United States laws for the purpose of establishing entitlement to benefits
under this Article.
(2) In determining eligibility for benefits
under paragraph 1,
the Agency of the United States shall credit:
(a) one quarter of coverage for every thirteen
contributions or fraction thereof paid or credited in any contribution year
before 6 April 1975 under the laws specified in 
Article 2.1(b)(i) and (ii);
and
(b) one quarter of coverage for every thirteen
contributions calculated in accordance with 
Article 9.5, or fraction thereof, paid or credited
in any United Kingdom tax year beginning after 5 April 1975 under the laws
specified in Article 2.1(b)(i)
and (ii); and
(c) one quarter of coverage for each annual
contribution factor of 0.25 or any part thereof which has been derived under
the laws specified in Article 2.1(b)(iii);
and
(d) one quarter of coverage for every thirteen
contributions or fraction thereof paid or credited in any contribution year
under the laws specified in Article 2.1(b)(iv)
;provided, however, that periods of coverage credited under
United States laws shall not exceed four quarters of coverage in any calendar
year.
(3) Where entitlement to a benefit under United
States laws is established according to the provisions of 
paragraph 1, the Agency of the United States
shall compute a pro rata Primary Insurance Amount in accordance with United
States laws based on the duration of a worker's periods of coverage completed
under United States laws. Benefits payable under United States laws shall
be based on the pro rata Primary Insurance Amount.
(4) Entitlement to a benefit from the United
States which results from paragraph 1
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 provisions of 
paragraph 1.
CHAPTER B
ARTICLE 9 

(1) For the purpose of calculating entitlement
to a retirement pension or a survivor's benefit under the laws specified in 
Article 2.1(b)(i) and (ii)
of this Agreement, for each quarter of coverage credited to a person under
the laws of the United States before 6 April 1975 the person shall be treated
as having paid thirteen contributions under the laws specified in 
Article 2.1(b)(i) and (ii).

(2) For the purpose of calculating entitlement
to a basic retirement pension or a basic survivor's benefit provided under
the laws specified in Article 2.1(b)(i)
and (ii) of this Agreement,
for each quarter of coverage credited under the laws of the United States
after 5 April 1975 a person shall be treated as having paid thirteen contributions
on earnings equivalent to the lower earnings level under the laws specified
in Article 2.1(b)(i) and 
(ii).
(3) For the purpose of calculating the appropriate
contribution factor to establish entitlement to old age pension or survivor's
benefit under the laws specified in Article 2.1(b)(iii)
 of this Agreement, a person shall be treated
for each quarter of coverage credited under the laws of the United States
as having paid contributions which derive an annual contribution factor of
0.25.
(4) For the purpose of calculating entitlement
to old age pension or survivor's benefit under the laws specified in 
Article 2.1(b)(iv) of this Agreement, each
quarter of coverage credited under the laws of the United States shall be
treated as if it had been a contribution period of thirteen weeks completed
as an employed or self-employed person under the laws specified in 
Article 2.1(b)(iv).
(5) For the purpose of converting into periods
of coverage any earnings-factor achieved in any tax year commencing on or
after 6 April 1975 under the laws specified in 
Article 2.1(b)(i) and (ii)
of this Agreement, the Competent Authority of the United Kingdom shall divide
the earnings-factor by that tax year's lower earnings limit. The result shall
be expressed as a whole number, any remaining fraction being ignored. The
figure so calculated shall be treated as representing the number of weeks
in the insurance period completed in that tax year under those laws.
ARTICLE 10 

(1) Subject to the provisions of 
paragraph 2 of this Article, where a person
is entitled to an old age pension or a basic retirement pension, as the case
may be, under the laws of the United Kingdom, otherwise than by virtue of
the provisions of this Agreement, that pension shall be payable and the provisions
of Article 11, except for 
Article 11.3, of this Agreement shall not apply
under these laws.
(2) For the purpose of 
paragraph 1 of this Article, a lower-rate Category
B retirement pension payable to a married woman by virtue of the contributions
of her husband shall be treated as if it were not a retirement pension and
the words “old age pension or a retirement pension” should be
construed as referring only to a contributory pension.
ARTICLE 11 

(1) The provisions of this Article shall apply
for the purpose of determining entitlement to old age pension, or basic retirement
pension, as the case may be, under the laws of the United Kingdom or under
the laws of any one part of the territory of the United Kingdom, under which
there is no entitlement in respect of a person in accordance with the provisions
of Article 10
of this Agreement.
(2) In accordance with 
Article 9 of this Agreement, the relevant Agency
of the United Kingdom shall determine:
(a) the amount of the theoretical pension
which would be payable if all the periods of coverage completed by that person
under the laws of both Parties had been completed under its own laws;
(b) the proportion of that theoretical pension
which bears the same relation to the whole as the total of the periods of
coverage completed by him under its laws bears to the total of all the periods
of coverage which he has completed under the laws of both Parties.The proportionate amount thus calculated shall be the pension actually
payable to the person by the Agency of the United Kingdom.
(3) Where a person's periods of coverage completed
under the laws of Jersey total less than an annual contribution factor of
1.00; or, under the Laws of Guernsey total less than 50 weeks; or, in all
other cases, total less than one qualifying year (or total less than 50 weeks
if the periods all were before 6 April 1975), then:
(a) these periods shall be aggregated as
if they had all been completed under the laws of any part of the territory
of the United Kingdom under which a pension is payable or would be payable
if the periods were aggregated; and
(b) where two such pensions are or would
be payable, the periods shall be aggregated under the laws of that part of
the territory of the United Kingdom under which the pension is first payable
or, if they are both first payable on the same date, under the laws of that
part which pays the greater amount on that date.
(4) For the purpose of applying the provisions
of paragraph 2
of this Article, the Agency of the United Kingdom shall take account only
of periods of coverage, completed under the laws of either Party, which would
be taken into account for the determination of pensions under its laws if
they were completed under its laws and, in relation to a woman, shall, where
appropriate, take into account in accordance with those laws periods of coverage
completed by her husband.
(5) Where a period of coverage credited to
a person under the laws of the United States after 5 April 1975 falls within
a relevant United Kingdom tax year which is not a qualifying year, those periods
of coverage may be reallocated to any other tax year commencing on or after
6 April 1975 if this would be to the advantage of that person.
(6) The provisions of 
paragraph 2 of this Article shall not apply
to any graduated pension payable under the laws of the United Kingdom, or
to any increase of pension payable in respect of deferred retirement, or to
any increase of benefit payable in respect of a dependent child, but any such
pension or increase, or increases, shall be added to the amount of pension
which has been calculated and has become payable in accordance with 
paragraph 2.
(7) Where a period of coverage completed under
the laws of the United Kingdom overlaps with a period of coverage credited
under the laws of the United States, the United Kingdom shall take account
only of the period of coverage completed under its laws.
ARTICLE 12 
The provisions of 
Articles 10 and 11
of this Agreement shall apply also in a claim for basic survivor's benefit
under the laws of the United Kingdom, with such modifications as the differing
nature of the benefits may require.
ARTICLE 13 
Where a person in the United Kingdom
is entitled to a child's survivor benefit in respect of a child in the United
Kingdom, that benefit shall not cease to be payable solely because that person
and, or, the child is in the territory of the United States.
ARTICLE 14 

(1) The provisions of paragraphs 2 to 5 of this Article
shall apply to claims for invalidity benefit under the laws of the United
Kingdom other than under the laws of Jersey.
(2) Subject to the provisions of 
paragraph 4 of this Article, a person in the
territory of the United States, other than a person who is entitled to disability
insurance benefits under the laws of the United States solely by virtue of
his United States coverage, shall be entitled to receive invalidity benefit
under the laws of the United Kingdom as if he had received sickness benefit
for 168 days under those laws, provided that:
(a) he has been credited with at least four
quarters of coverage under the laws of the United States during the two years
preceding the onset of his incapacity and he has been credited with a period
of coverage under those laws since his last arrival in the territory of the
United States; and
(b) he has completed a period of coverage
in any one tax year under the laws of the United Kingdom which amounts to
at least fifty times the lower earnings level for that year and, at the date
on which he last left the United Kingdom, he satisfied the minimum contribution
conditions applicable to sickness benefit under the laws of the United Kingdom,
or, in a case where the claim for benefit is made under the laws of Guernsey,
he has completed a period, or periods, of coverage which amount to at least
fifty weeks under the laws of Guernsey and, at the date on which he left Guernsey,
he satisfied the minimum contribution conditions applicable to sickness benefit
under those laws; and
(c) at the date on which his incapacity commenced
he had not been absent from the territory of the United Kingdom for a period
of five years from the end of the United Kingdom tax year in which he last
completed a compulsory period of coverage under the laws of the United Kingdom;
and
(d) he is incapacitated for work and has
been so incapacitated for a continuous period of 168 days, excluding Sundays.
The rate of invalidity benefit payable by virtue of this paragraph
shall be ascertained in accordance with the provisions of 
paragraph 3 of this Article.
(3) Taking account of 
sub-paragraphs (a) and (b)
of this paragraph, the relevant Agency of the United Kingdom shall ascertain
the proportion of the standard rate of invalidity benefit provided under the
laws of the United Kingdom in the same ratio as the total of the periods of
coverage completed under its laws bears to the total periods of coverage completed
under the laws of both Parties. For the purpose of this paragraph, “standard rate of invalidity benefit”
means the standard rate of benefit including any age
allowance and any additional amount or amounts payable in respect of a dependant
or dependants, but does not include the amount of any additional component
or graduated pension which shall be payable, where appropriate, in addition
to any invalidity benefit calculated in accordance with this paragraph: 
(a) the provisions of 
paragraphs 4, 5, 
6 and 7 of Article 11
and the provisions of Article 9
of this Agreement shall apply to periods of coverage credited under the laws
of the United States as if the references in those Articles to an old age
pension, a retirement pension or a pension were references to invalidity benefit;


(b) for the purpose of calculating
the proportion of benefit referred to above, no account shall be taken of
any period of coverage completed after the day on which his incapacity commenced.
The amount of benefit calculated in accordance with the above provisions
of this paragraph shall be the amount of invalidity benefit actually payable
to that person.
(4) Invalidity benefit under the laws of the
United Kingdom shall not be payable to a person in the territory of the United
States by more than one part of the territory of the United Kingdom for the
same period. Where such benefit would otherwise be payable by more than one
such part, that benefit shall be payable only under the laws of the territory
under which that person last completed a period of coverage, or, where two
such periods have been completed simultaneously, under the laws of the territory
in which he is, or last was, resident.
(5) Subject to the provisions of 
paragraph 11 of this Article, invalidity benefit
shall not be payable under the laws of the United Kingdom to a person in the
United Kingdom if he is entitled to receive disability insurance benefits
under the laws of the United States solely by virtue of his coverage under
those laws.
(6) The provisions of paragraphs 7 to 9 of this Article
shall apply to claims for sickness benefit or invalidity benefit, as the case
may be, under the laws of Jersey.
(7) Subject to the provisions of 
paragraph 4 of this Article, a person in the
territory of the United States, other than a person who is entitled to disability
insurance benefits under the laws of the United States solely by virtue of
his United States coverage, shall be deemed to have received sickness benefit
for 168 days under the laws of Jersey and shall be entitled to receive sickness
benefit for a further 144 days provided that:
(a) he has been credited with at least four
quarters of coverage under the laws of the United States during the two years
preceding the onset of his incapacity and he has been credited with a period
of coverage under those laws since his last arrival in the territory of the
United States; and
(b) he has completed a period of coverage
under the laws of Jersey which amounts to at least an annual contribution
factor of 1.00 and, at the date on which he last left Jersey he satisfied
the minimum contribution conditions applicable to sickness benefit under the
laws of Jersey; and
(c) at the date on which his incapacity commenced
he had not been absent from Jersey for a period of five years from the end
of the quarter in which he last was liable to complete a period of coverage
under the laws of Jersey; and
(d) he is incapacitated for work and has
been so incapacitated for a continuous period of 168 days, excluding Sundays.
The rate of sickness benefit payable by virtue of this paragraph
shall be ascertained in accordance with the provisions of 
paragraph 8 of this Article.
(8) Taking account of 
sub-paragraphs (a) and (b)
of this paragraph, the Agency of Jersey shall ascertain the proportion of
the standard rate of sickness benefit provided under the laws of Jersey in
the same ratio as the total of the periods of coverage completed under its
laws bears to the total of the periods of coverage completed under both its
laws and the laws of the United States. For the purpose of this paragraph, “standard rate of sickness benefit”
means the standard rate of benefit including any additional
amount payable therewith in respect of a dependant: 
(a) the provisions of paragraphs 4
and 7 of Article 11 and
the provisions of Article 9
of this Agreement shall apply to periods of coverage credited under the laws
of the United States as if the references in those Articles to an old age
pension, a retirement pension or a pension were references to sickness benefit;


(b) for the purpose of calculating
the proportion of benefit referred to above, no account shall be taken of
any period of coverage completed after the day on which his incapacity commenced.
The amount of benefit calculated in accordance with the above provisions
of this paragraph shall be the amount of sickness benefit actually payable
to that person.
(9) A person entitled to sickness benefit
under the laws of Jersey by virtue of the provisions of 
paragraphs 7 and 8
of this Article, shall, if still incapacitated for work after he has received
sickness benefit for 144 days, be deemed to have received sickness benefit
for 312 days under the laws of Jersey and shall be entitled to receive invalidity
benefit under those laws while he is in the territory of the United States,
provided that he remains incapacitated for work. The rate of invalidity benefit
payable by virtue of this paragraph shall be ascertained by applying the provisions
of paragraph 8
of this Article as if the references therein to sickness benefit were references
to invalidity benefit.
(10) Subject to the provisions of 
paragraph 11 of this Article, a person in the
territory of Jersey shall not be entitled to receive invalidity benefit or
sickness benefit under the laws of Jersey if he is entitled to receive disability
insurance benefits under the laws of the United States solely by virtue of
his coverage under those laws.
(11) A person in the territory of the United
Kingdom shall be entitled to receive invalidity benefit under its laws, or
sickness benefit under the laws of Jersey, without regard to 
paragraph 5 or paragraph 10
of this Article provided that he satisfies the conditions applicable to that
benefit under those laws and he was resident in the territory of the United
Kingdom for a period of five years prior to the onset of the incapacity which
gives rise to the invalidity benefit entitlement, or, as the case may be,
sickness benefit entitlement.
(12) Notwithstanding any other provision of
this Article, a person in the territory of the United States who is subject
to the laws on coverage of the United Kingdom by virtue of any of the Articles 4 to 6 of this Agreement
and who satisfies the contribution conditions applicable to sickness benefit
under those laws shall, for the purpose of determining his entitlement to
invalidity benefit under those laws:
(a) be treated as if he were in the territory
of the United Kingdom; and
(b) each day of incapacity for work while
in the territory of the United States may, where appropriate, be treated as
if it were a day for which he had received sickness benefit under the laws
of the United Kingdom.
(13) Any restriction which would otherwise
be applicable under the laws of the United Kingdom in the rate of benefit
payable to persons who are not ordinarily resident in the territory of the
United Kingdom shall not apply to persons in the territory of the United States
who are in receipt of invalidity benefit under the laws of the United Kingdom
by virtue of the provisions of this Agreement.
PART IV
ARTICLE 15 
The Competent Authorities of the two
Parties shall:
(a)  make such administrative arrangements
as may be necessary for the application of this Agreement;
(b)  designate liaison agencies for the implementation
of this Agreement;
(c)  communicate to each other information
concerning the measures taken by them for the application of this Agreement;
and
(d)  communicate to each other, as soon as
possible, all information concerning changes in their respective laws insofar
as these changes affect the application of this Agreement.
ARTICLE 16 
The Competent Authorities and Agencies
of the Parties, within the scope of their respective authorities, shall assist
each other in implementing this Agreement. This assistance shall be free of
charge subject to any exceptions to be agreed upon in an administrative agreement.

ARTICLE 17 

(1) Where the laws of one Party provide that
any certificate or other document which is submitted under the laws of that
Party shall be exempt, wholly or partly, from taxes, fees or charges, including
consular and administrative fees, the exemption shall also apply to any certificate
or document which is submitted under the laws of the other Party or under
the provisions of this Agreement.
(2) Copies of documents which are certified
as true and exact copies by the Agency of one Party shall be accepted as true
and exact copies by the Agency of the other Party, without further certification.
The Agency of each Party shall be the final judge of the probative value of
the evidence submitted to it from whatever source.
ARTICLE 18 

(1) A written application for benefits filed
with an Agency of one Party shall protect the rights of the claimants under
the laws of the other Party if the applicant (a) requests that it be considered
an application under the laws of the other Party, or (b) in the absence of
a request that it not be so considered, provides information at the time of
application indicating that the person on whose record benefits are claimed
has completed periods of coverage under the laws of the other Party.
(2) An applicant may request that an application
filed with an Agency of one Party be effective on a different date under the
laws of the other Party within the limitations of and in conformity with the
laws of the other Party.
(3) For the purposes of United States laws,
the provisions of Part III
of this Agreement shall apply only to an application for benefits which is
filed on or after the date on which Part III
 enters into force.
ARTICLE 19 

(1) A written appeal to, or against, a determination
made by the Agency of one Party may be validly filed with an Agency of the
other Party. The appeal shall be dealt with according to the appeal procedure
of the laws of the Party which has jurisdiction.
(2) Any claim, notice or written appeal which,
under the laws of one Party, must have been filed within a prescribed period
with the Agency of that Party, but which is instead filed within the same
period with the Agency of the other Party, shall be considered to have been
filed on time.
ARTICLE 20 
In any case to which the provisions
of Article 18 or 
Article 19 apply, the Agency to which the claim,
notice or written appeal has been submitted shall transmit it without delay
to the Agency of the other Party.
ARTICLE 21 

(1) Disagreements between the two Parties
regarding the interpretation or application of this Agreement shall, as far
as possible, be resolved through agreement of the Competent Authorities.
(2) If a disagreement cannot be resolved by
the Competent Authorities, it shall be submitted, at the request of either
Party, for arbitration in accordance with procedures to be agreed upon by
the Competent Authorities.
ARTICLE 22 
This Agreement may be amended in the
future by supplementary agreements which, from their entry into force, shall
be considered an integral part of this Agreement.
PART V
ARTICLE 23 
Upon the entry into force of 
Part III of this Agreement, the Notes exchanged
between the Secretary of State for Foreign and Commonwealth Affairs of the
United Kingdom and the Ambassador of the United States of America on 23 and
25 September 1969 shall cease to have effect and shall be replaced by this
Agreement;
provided, however, that any right to benefit outside the
territory of the United Kingdom acquired by a person in accordance with the
provisions of the Notes exchanged shall be maintained; and provided that no
person shall suffer any loss of rights outside the territory of the United
Kingdom which he had under the Notes exchanged or any such rights he would
have had if those Notes exchanged had not been replaced by this Agreement.

ARTICLE 24 

(1) In the application of 
Part III of this Agreement, consideration shall
be given to periods of coverage and other events which occurred prior to the
entry into force of Part III,
insofar as they are relevant to rights under the laws specified in 
Article 2.1. However, neither Party shall taken
into account periods of coverage occurring prior to the earliest date for
which periods of coverage may be taken into account under its laws.
(2) No provision of this Agreement shall confer
any right:
(a) to receive a benefit for any period before
the date of entry into force of Part III
of the Agreement, or
(b) to receive a lump-sum death benefit under
the laws of the United States if the person died before the date of entry
into force of Part III
of the Agreement.
(3) Determinations made before the entry into
force of Part III
of this Agreement concerning entitlement to benefits shall not affect rights
arising under Part III.

(4) The period of work referred to in 
Article 4.2 shall be measured beginning on
the date on which Part II
of this Agreement enters into force.
(5) Notwithstanding the provisions of 
Article 27 concerning the effective date of 
Part III of this Agreement, 
Article 7.1 shall enter into force on the date
on which Parts I, 
II, IV and 
V of this Agreement enter into force.
ARTICLE 25 
The application of this Agreement shall
not result in any reduction in the amount of a benefit to which entitlement
was established prior to its entry into force.
ARTICLE 26 

(1) This Agreement shall remain in force and
effect until the expiration of one calendar year following the year in which
written notice of its denunciation is given by one Party to the other Party.

(2) If this Agreement is terminated by denunciation,
rights regarding entitlement to or payment of benefits acquired under it shall
be retained; the Parties shall make arrangements dealing with rights in the
process of being acquired.
ARTICLE 27 

(1) This Agreement, except for 
Part III, shall enter into force on the first
day of the second month following the month in which each Government has received
from the other Government written notification that all statutory and constitutional
requirements have been complied with for the entry into force of this Agreement.

2 
Part III
of this Agreement shall enter into force on the first day of the thirty-sixth
month following the month in which Parts I, 
II, IV and 
V of this Agreement enter into force.
In witness whereof, the undersigned, being duly authorised thereto
by their respective Governments, have signed this Agreement.

Done in duplicate at London this thirteenth day of February 1984.
For the Government of the United Kingdom of Great Britain and
Northern Ireland:
Baroness Young
For the Government of the United States of America:
Charles H. Price


SCHEDULE 2



ADMINISTRATIVE AGREEMENT FOR THE IMPLEMENTATION OF THE AGREEMENT ON SOCIAL
SECURITY BETWEEN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND
AND THE UNITED STATES OF AMERICA 
The Government of the
United Kingdom of Great Britain and Northern Ireland and the Government of
the United States of America, 
In accordance with the
provision of Article 15
of the Agreement on Social Security between the Government of the United Kingdom
of Great Britain and Northern Ireland and the Government of the United States
of America of 13th February 1984, hereinafter referred to as the “Agreement”,
have agreed as follows:— 

CHAPTER A
ARTICLE 1 
Terms used in this 
Administrative Agreement shall have the same meaning
as in the Agreement.
ARTICLE 2 

(1) The liaison agencies referred to in 
Article 15 of the Agreement shall be:
(a) for the United States, the Social Security
Administration,
(b) for the United Kingdom,
(i) In Great Britain, the Department of Health
and Social Security, Overseas Branch, Newcastle upon Tyne NE98 1YX;
(ii) in Northern Ireland, the Department
of Health and Social Services, Overseas Branch, Castle Buildings, Stormont,
Belfast, Northern Ireland BT4 3HH;
(iii) in the Isle of Man, the Isle of Man
Board of Social Security, Hill Street, Douglas, Isle of Man;
(iv) in Jersey, the States of Jersey Social
Security Department, Philip Le Feuvre House, La Motte Street, St. Helier,
Jersey, Channel Islands;
(v) in Guernsey, the States Insurance Authority,
Bordage House, 7-9 The Bordage, St. Peter Port, Guernsey, Channel Islands.

(2) The liaison agencies designated in 
paragraph 1 shall agree upon joint procedures
and forms necessary for the implementation of the Agreement and this 
Administrative Agreement.
CHAPTER B
ARTICLE 3 

(1) Where the laws of a Party are applicable
in accordance with Articles 4, 
5 or 6
of the Agreement, the Agency of that Party, upon request of the employer,
employee or self-employed person, shall issue a certificate stating that the
concerned employee or self-employed person is covered by those laws. The certificate
shall be proof that the employee or self-employed person is exempt from the
laws on compulsory coverage of the other Party. The liaison agencies of the
Parties shall co-operate and assist one another as appropriate in ensuring
that persons are covered under the laws of one or the other Party.
(2) The certificate referred to in 
paragraph 1 shall be issued by the appropriate
liaison agency of either Party.
CHAPTER C
ARTICLE 4 

(1) The liaison agency of the Party with which
an application for benefits is first filed in accordance with 
Article 18 of the Agreement shall inform the
liaison agency of the other Party of this fact without delay, using forms
established for this purpose. It shall also transmit documents and such other
available information as may be necessary for the Agency of the other Party
to establish the right of the applicant to benefits according to the provisions
of Part III of
the Agreement. In the case of an application for disability benefits it shall,
in particular, transmit all relevant medical evidence in its possession concerning
the disability of the applicant.
(2) The liaison agency of a Party which receives
an application filed with an Agency of the other Party shall without delay
provide the liaison agency of the other Party with such evidence and other
available information as may be required to complete action on the claim.

(3) The Agency of the Party with which an
application for benefits has been filed shall verify the accuracy of the information
pertaining to the applicant and his family members. The types of information
to be verified shall be agreed upon by the liaison agencies.
ARTICLE 5 
In the application of 
Article 8 of the Agreement, the liaison agency
of the United Kingdom shall notify the United States liaison agency of the
weeks or years in which a person is credited with periods of coverage under
the laws of the United Kingdom, along with such other information as may be
necessary to determine the amount of the person's benefit.
ARTICLE 6 
In the application of 
Article 9 of the Agreement, the United States
liaison agency shall notify the appropriate liaison agency of the United Kingdom
of the periods of coverage completed under United States laws, along with
such other information as may be necessary to determine the amount of the
person's benefit.
CHAPTER D
ARTICLE 7 
In accordance with the measures to be
agreed upon pursuant to Article 2
of this Administrative Agreement,
the Agency of one Party shall, upon request of the Agency of the other Party,
furnish available information relating to the claim of any specified individual
for the purpose of administering the Agreement.
ARTICLE 8 
The liaison agencies of the two Parties
shall assist each other as far as possible in the compilation and exchange
of statistics on the administration of the Agreement.
ARTICLE 9 

(1) Where the Agency of a Party requires that
a claimant or beneficiary submit to a medical examination, such examination,
if requested by that Agency, shall be arranged by the Agency of the other
Party in whose territory the claimant or beneficiary is present, in accordance
with the rules of the Agency making the arrangements and at the expense of
the Agency which requests the examination.
(2) Upon request, the agency of either Party
shall furnish without expense to the Agency of the other Party any medical
information and documentation in its possession relevant to the disability
of the claimant or beneficiary.
(3) Amounts owed under 
Article 16 of the Agreement and 
paragraph 1 of this Article shall be reimbursed
upon presentation of a statement of expenses.
ARTICLE 10 
Unless authorized by the national statutes
of the United States or the national legislation of the United Kingdom, as
the case may be, information about an individual which is transmitted in accordance
with the Agreement to one Party by the other Party shall be used exclusively
for purposes of implementing the Agreement. Such information received by a
Party shall be governed, as the case may be, by the national statutes of the
United States, or the national legislation of the United Kingdom, for the
protection of privacy and confidentiality of personal data.
ARTICLE 11 
This Administrative
Agreement shall enter into force on the date of
entry into force of the Agreement and shall have the same period of validity.

Done in duplicate at London this thirteenth day of February 1984.

For the Government of the United Kingdom of Great Britain and
Northern Ireland:
Baroness Young
For the Government of the United States of America:
Charles H. Price

