Documents for payroll. Where to start applying for a pension - procedure Documents required for calculating a pension

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Maternity leave is time away from work due to the need to care for a child. People go on vacation based on their own application addressed to the head of the organization. The legislation provides for the duration of maternity leave until the child reaches 3 years of age.

The current legislation of the Russian Federation does not use the concept "maternity leave". This expression is only a common slang name in our country for two types of leave, following each other, usually without interruption, and issued separately from each other: maternity leave - issued in the form of a period of incapacity for work (sick leave) of a set duration, and parental leave is granted for a longer period (up to the child reaches the age of 3 years) without interruption of work experience and work experience in the specialty.

General information

The right to receive maternity leave recorded in the Labor Code of the Russian Federation in Art. 255, . This right is reserved for all working women, including women in the military, the unemployed, students who are officially recognized as unemployed or registered at the labor exchange, as well as women who work in military departments as civilian personnel.

Attention

Paid for the period of maternity leave social security benefit, the size of which is equal to 100% of the average earnings of the expectant mother for the previous 2 full years.

Sample application for maternity leave during pregnancy and childbirth

An application regarding the need to go on maternity leave is absolutely no different from any other application, and also has a standard structure:

“header” (upper right corner of the sheet), which indicates the name of the organization, surname, first name, and patronymic of its leader, and in the same corner below the surname, initials, and position of the applicant must be indicated;
the name of the document, namely, “statement”, which is written without quotation marks in the middle of the sheet below the “header”;
main text, which can be presented in any format; the main thing is that the applicant is able to write down a request for the vacation she needs, its temporary boundaries and state a request for the appointment of one or another benefit;
Listed below are all additional documents attached to the application (as a rule, this is the original sick leave certificate issued by the medical institution, and the original certificate issued by the antenatal clinic, which confirms the state of pregnancy);
in the lower right corner the applicant puts the date of filing the document, as well as her own signature.

After submitting the application and all necessary documents, the employer issues order for maternity leave, a sample of which is given below.

Upon reaching retirement age, an employee must submit documents to the pension fund to obtain a pension. Employers, faced with this, cannot always collect all the necessary documents the first time and the future pensioner has to travel to the Pension Fund several times.
Our material will help you collect the entire package of documents in a timely manner and save time for you and your employees.

We prepare reports to the Pension Fund of Russia

If your employee is planning to apply for a retirement pension, you must submit documents for this employee to the territorial Pension Fund so that when calculating the amount of the pension, all accruals in his favor will be taken into account.
Compile and submit the following documents to the Pension Fund:

SZV-4-2 - individual information for the employee; ADV-6-1 - inventory; ADV-11 - statement of payment of contributions; Explanatory note.

Draw up documents for the period from the beginning of the current year to the date on which the employee reached retirement age, i.e. the date of his birth, and include whole months in the calculation.
In the reports, you should check the “Pension assignment” checkbox. Include the listed insurance premiums as of the date of the report and the employee’s insurance record.

Collecting documents

Now you need to collect all the necessary documents to assign a pension. The list of documents was approved by Resolution of the Ministry of Labor and the Pension Fund of February 27, 2002 No. 16/19pa.
So, collect the following documents:

Employee's passport; Work book; Information about the length of service, insurance certificate of pension insurance; Certificate of average monthly salary for the period 2000-2001, or for the 60 months preceding 01/01/2002.

Also, where appropriate, you will need:

Documents confirming the disability of the employee's dependent family members; Documents confirming the change in the employee's last name, first name or patronymic. Such documents may be: a marriage certificate, copies of civil status records and others; Documents confirming the employee’s disability.

Carefully check whether the documents for the employee are drawn up correctly and whether there are any errors in the information provided. Even a seemingly insignificant error in one document will create many problems.
Check all entries in the employee’s work book. If any information is missing, the employee needs to restore it. To do this, he needs to contact the organization where he worked, or the archive. If an employee worked in hazardous production, then a corresponding entry must be made in the work book, because In this case, the employee is entitled to additional payments. In the absence of such information in the work book, the employee will not be able to claim the corresponding benefits.

If an employee worked part-time or under a contract before 01/01/1998, it is necessary to collect all supporting documents: contracts, certificates from employers containing information on the amounts of accrued and transferred insurance contributions to the Pension Fund. All this data will be taken into account when determining the size of the retirement pension.
Since 1998, an employee’s length of service has been determined based on personalized accounting data. If organizations did not transfer insurance payments to the employee, or did not submit personalized reports, then the employee, unfortunately, cannot take such a period into account when determining the length of service. You can request in advance from the PFR Personalized Accounting Department an extract from the employee’s personal account to check whether all deductions have been reflected in his personal account.
Make copies of all documents and have them certified accordingly.

We deliver documents to the Pension Fund

The employee personally goes to the Pension Fund office at the place of registration with a full package of documents. In the Pension Fund, he should go to the department that deals with the assignment of pensions. There the employee will fill out the appropriate application.
Note.

The Pension Fund must register the date of receipt of the application. Because It is from this date that the labor pension will be calculated. And not from the date of birth, as before.
In case of missing documents, according to the Law of December 17, 2001 No. 173-FZ, the employee can submit them later. The Pension Fund will issue the employee with a notification receipt, which will list the missing documents and the deadline for their submission.
Now Pension Fund employees will check all the information provided by the employee and issue extracts from his personal accounts.

Next, they will calculate the amount of the labor pension and prepare a pension certificate for the employee applying for the pension.
Let us remind you that an employee, upon reaching retirement age, is not obliged to terminate the employment contract. If desired, he can continue to work and the employer does not have the right to fire him.

In this case, the employee, in accordance with paragraph 3 of Article 17 of the Law of December 17, 2001 No. 173-FZ, will be able to receive the right to recalculate the pension in a year. Registration will take place in the order described above.

Related materials

Upon reaching the retirement age specified by law, a citizen has the right to receive a legally deserved pension. Making a payment to the Pension Fund is not difficult, but you will still need to comply with some formalities.

When assigning a pension, an extract from the medical and social examination report (MSE) of a person recognized as disabled will be required.
When applying for a pension, documents are required that confirm the family relationship with the deceased breadwinner (birth (adoption) certificate, marriage or divorce certificate, etc.).

Deadlines for submitting documentation to the Pension Fund

A citizen can begin collecting documents even if he has not yet reached the established retirement age, however, an application can be submitted in advance no earlier than a month before reaching a certain age (obtaining the right to pension benefits). This is necessary for the timely assignment of the required pension, that is, by the time the right to it is acquired, since in practice, there is the possibility of unforeseen situations that may delay the assignment process.

However, if a citizen applies for a pension within a month from the date of dismissal from work, it can be accrued earlier than the day of application, in accordance with paragraph 5 of Article 22 of Law dated December 28, 2013 No. 400-FZ.

The application itself submitted by the pensioner is considered throughout 10 days from the date of his application to the PFR specialist (subject to the availability of a full package of necessary documentation) or from the date of submission of the required documents, if the applicant did not meet the three-month deadline given by the specialist for collecting them. In case of refusal to satisfy the application, specialists notify the citizen within 5 working days about their decision, and if satisfied, an old-age insurance pension is assigned to each indefinitely and is paid every month.

Russian citizen Ivanova began collecting documents a month in advance, and submitted her application a week before retirement age. During the inspection, PFR specialists discovered that Ivanova had changed her last name due to marriage, and explained to the citizen the need to provide them with a marriage certificate, giving a period of 3 months to complete the package of documents, but the application was still accepted.

Since Ivanova did not have a marriage certificate, she contacted the registry office, where she registered the marriage, receiving a duplicate document. Within a month, the citizen brought the document and the day of application was counted as the day when the application was accepted.

The procedure for assigning and paying pensions

The insurance pension is produced by the territorial body of the Pension Fund of the Russian Federation, in accordance with the law of December 15, 2001 No. 167-FZ “On compulsory pension insurance in the Russian Federation” at the place of residence of the pensioner. When the recipient moves to another place of residence, the payment is made in a new place based on pension file and registration.

Payment of the insurance pension is carried out upon presentation of a passport or other identification document.

The pensioner independently chooses the method of receiving the pension and the organization that delivers the pension. You can receive a pension in several ways:

at home or independently at Russian Post;
to a bank account or card;
through organizing pension delivery: independently or at home.

Having chosen the method of receipt, the citizen should inform the Pension Fund department of his decision: in writing or in in electronic format.

If a pensioner, for any reason, cannot receive a pension, his legal representative (by power of attorney) can do this for him. If the term of the power of attorney exceeds 1 year, then the pension payment will be extended the entire period of validity of the power of attorney, however, the pensioner will have to confirm every year the fact of registration at the place of receipt of the payment.

Conclusion

Some categories of citizens have the right to receive an insurance pension earlier due to certain reasons or the type of work performed. The list of works, industries, professions and organizations, taking into account which it is necessary, is approved by the Government of the Russian Federation.

A citizen can start applying for an old-age pension 1 month before his birthday, the deadline for the pension specified in the law, or at any other time after his birthday. Today, women and men retire at different ages. Women become entitled to a labor pension upon reaching 55 years of age, and men upon reaching 60 years of age. The retirement procedure is regulated by Federal Law No. 173-FZ of December 17, 2001 “On Labor Pensions” and Federal Law No. 400-FZ of December 28, 2013 “On Insurance Pensions”. Law No. 173-FZ has not been in force since January 1, 2015, but its provisions are still applied in terms of the appointment of pensions and retirement age.

In addition to the old age pension, there are several other types of pension:

on disability;
for the loss of a breadwinner.

This is stated in Art. 5 of Law No. 173-FZ.

A future pensioner is always interested in how to apply for a pension and what documents are needed to apply for a pension.

How to start applying for a pension

Registration of a pension must begin by visiting the territorial department of the Pension Fund. When to start registration? You can apply either 1 month before the right to a pension arises, or after this right arises.

There are no restrictions on the period of application after the right has arisen. Don’t be afraid that the later you apply, the less pension you will receive. The state is obliged to pay a citizen who already has the right to receive a pension in full, starting from the day on which such right arose. That is, according to general rules, from the day when a woman turns 55 years old and a man turns 60 years old. This is stated in Art. 8 of Law No. 400-FZ.

After the branch of the Russian Pension Fund has been visited, the future pensioner begins to collect the necessary documents. The procedure for registering a pension is specified in Laws No. 173-FZ and No. 400-FZ.

What documents are needed for a pension?

A citizen who has the right to a pension must submit the following documents for a pension to the territorial branch of the Pension Fund of Russia:

passport;
a document confirming that the applicant is entitled to receive a pension. This could be a certificate of disability, a medical and social examination report, or a death certificate of the breadwinner. If we are talking about granting a survivor's pension, then the applicant must provide documents that confirm family ties with the deceased;
bank account agreement if the pensioner decides to receive his pension in this way.

A pensioner can receive a pension by mail. To do this, he must indicate in the application how he wants to receive his pension. There is still a home delivery service for pensions. To do this, you need to find out which area the future pensioner’s place of residence belongs to. At the local Pension Fund branch you can find out the site number and the schedule for distributing pensions to houses.

A complete list of documents for a pension can be seen at the information desk at the Pension Fund branch or obtained from a specialist who deals with the registration of pensions.

An application for a pension will be issued by an employee of the pension department. It will already contain some necessary information. For example, the full name of the territorial branch of the Pension Fund. But, anyone can download the application form on the official website of the Pension Fund, fill it out independently, and submit it with all the documents to a specialist in the pension department.

The sample application posted on the Pension Fund website contains the following items:

full name of the territorial branch of the Pension Fund of Russia;
Full name of the applicant;
number of the applicant's insurance certificate;
information about his citizenship;
address of permanent registration or place of residence;
applicant's contact details;
details of the identity document. Since in the Russian Federation this is a passport, you must indicate its series, number, date and place of issue;
employment information;
the number of persons dependent on the applicant;
If a citizen entitled to a pension cannot personally present all the documents, then a representative can do this for him using a notarized power of attorney. In this case, the application will need to indicate the details of the power of attorney, as well as the data of the representative himself;
the applicant’s request for a pension;
if the applicant has previously been assigned any pension payments, then information about this must be provided;
date of application;
applicant's signature and transcript.

Registration of an old-age pension

Men and women retire at different ages. Women have the right to a pension when they reach 55 years of age, and men - 60 years of age, with 15 years of compulsory insurance experience. This is stated in Art. 8 of Law No. 400-FZ.

But there are conditions under which a citizen has the right to retire at a different age:

5 years earlier for both sexes, if a woman has 20 years of experience in heavy production, and a man has 25 years of experience;
a woman is 45 years old, and a man is 50 years old, when working in hazardous industries and underground work, with a work experience of 15 and 20 years, respectively;
a woman has the right to retire at the age of 50 if she has worked in the textile industry for at least 20 years;
Employees of the Ministry of Emergency Situations, police officers, military personnel and employees of other law enforcement agencies retire earlier, depending on their length of service in the departments.

Documents for old age pension

A future pensioner should know how an old-age pension is drawn up. The procedure for applying is exactly the same as for any other pension. First of all, you need to contact the Pension Fund branch at your place of residence or place of permanent registration.
You must bring the following documents to the Pension Fund:

application for a pension;
passport;
employment history. It happens that there are “gaps” in the work book, that is, this or that place of work is reflected in the book. Then the employees of the Pension Fund of the Fund can accept for consideration a document that confirms the applicant’s insurance experience. This document must be certified by the employer’s signature and seal;
if there is an insert in the work book, then it must fully correspond to the work book, have the signature of the responsible person and the employer’s seal;
if the future pensioner has dependent family members who are recognized as disabled, then it is necessary to submit a certificate about this;
a certificate of the applicant’s average monthly earnings for 60 months of continuous service with any employer before 01/01/2002;
a document confirming that the applicant has permanent or temporary registration in the region served by this branch of the pension fund;
documents confirming the change of surname, if such a fact took place;
an agreement with the bank to open a bank account if the pensioner decides to receive his pension in this way.

It is recommended that approximately six months before the age at which the employee can retire, check whether the work book is filled out correctly and whether there are any corrections or incorrect entries in it. To do this, you need to contact your employer's HR department. If inaccuracies and corrections are identified after submitting all documents for granting a pension, then the applicant is given 3 months to clarify and correct them.

Documents for applying for an old-age pension

Every citizen of our country has the right to receive an old-age pension when working age ends. Men retire at 60 years old, and women at 55 years old. If they have 15 years of insurance experience, these categories of citizens are entitled to an insurance pension, which is assigned and calculated in accordance with Law No. 400-FZ.

If a citizen has not accumulated this length of service, the pension will be assigned and calculated according to different rules. If a person does not have insurance experience, he will receive a social pension. It is prescribed when women reach the age of 60 years, and men - 65 years. Until 01/01/2016, the size of the social pension is 4,769.09 rubles per month. In addition to the lack of insurance experience, the citizen must be recognized as disabled. As a rule, these are citizens who have lost their ability to work due to illness or disability.

To apply for an old-age pension, you must contact the territorial department of the Pension Fund of the Russian Federation at the place of residence or place of registration of the applicant. This must be done no earlier than 1 month before the age at which a pension is assigned. The following documents must be submitted to the Pension Fund department:

application for a pension;
passport;
a document confirming that the applicant is entitled to receive a pension. Such a document is a passport, as well as a document confirming the applicant’s incapacity for work. As a rule, these are extracts from medical documents or a court decision declaring the applicant incompetent or partially capable;
if the future pensioner is dependent on family members who are recognized as disabled or minor children, then it is necessary to submit a certificate about this;
a document confirming that the applicant has permanent or temporary registration in the region served by this branch of the pension fund;
if the applicant has a disability, then it is necessary to provide a certificate about this;
documents that confirm the change of last name, first name or patronymic, if such a fact took place;
an agreement with a bank to open a bank account into which the pensioner will receive a pension if he makes such a decision.

If the applicant cannot personally submit the necessary documents to the Pension Fund, he can send his representative in his place. The representative must have a notarized power of attorney from the future pensioner. A copy of the power of attorney is attached to the documents and handed over to the Pension Fund specialist. Details of the power of attorney must be indicated in the pension application.

When to start applying for a pension

Future pensioners are interested in the question: when to submit documents to apply for a pension? You can start preparing documents for applying for a pension in advance. It is necessary to make a copy of the passport - from the pages with the photograph and registration information. It is also necessary to prepare a certificate of disability, if any, and of dependents.

An application for receiving a pension can be written no earlier than 1 month before the date when a citizen can receive a labor or social pension. All documents are attached to the application. If any documents are missing, they must be submitted no later than 3 months from the date of submission of the application.

Pension documents can also be submitted after the date when a citizen becomes entitled to a labor or social pension. The application period is not limited.
You should not think that if a pensioner is “late” in submitting documents, he will “lose” his earned pension. This is wrong!

All citizens of our country have the right to a pension upon reaching a certain age or certain circumstances. Therefore, the pension will be paid precisely from the moment the grounds for it arise.
If a citizen applies for a pension slightly later than the date the grounds arose, then all funds from the moment they arise until the moment the documents are accepted will be paid in a lump sum.

Difference in design for women and men

There are no differences in the registration of pensions for men and women. All citizens of our country provide the same documents. The only difference is that women retire a little earlier than men.

According to Art. 8 of Law No. 400-FZ, a woman has the right to receive an insurance pension when she reaches the age of 55 years, and to receive a social pension - the age of 60 years. Men, under the same circumstances, can retire at 60 and 65 years old, respectively.

Law No. 173-FZ contains a list of grounds for retiring before the required age. For example, a teacher can retire early if he has 25 years of teaching experience, regardless of the age of the children he teaches.

Preferential retirement depends on the applicant's insurance record. The insurance period includes the following periods, according to Art. 12 of Law No. 400-FZ:

periods of compulsory military service in the ranks of the Russian Army;
periods of illness when the applicant received disability benefits;
periods of caring for a child until he reaches the age of 1.5 years. Since 2015, mothers with 4 or more children are counted for 6 years of insurance experience;
periods when the applicant was registered with the Employment Center and received unemployment benefits;
detention of persons unjustifiably brought to criminal liability;
other periods listed in Art. 12 of Law No. 400-FZ.

To retire at 55 years old, a woman and a man at 60 years old must have 15 years of insurance experience.

In accordance with the law “On Labor Pensions in the Russian Federation,” a citizen applying for accrual of labor pensions must attach the following documents:

An identity card confirming the citizenship, age and place of residence of the applicant;

Document confirming;

A document stating the level of the applicant’s average monthly earnings in the period from 2000 to 2001 or for 60 months of work in the period before 2002;

Document confirming a change in last name, first name or patronymic.

If a citizen falls under a special category, he must also provide the following documents:

Document confirming the presence of disabled family members;

A document confirming that disabled family members are dependent on the applicant;

A document on disability, which indicates the degree of limitation of work activity.

To confirm his right to receive an old-age pension in 2019, a citizen must attach only original documents issued on standard forms.

To confirm the identity, nationality and age of the applicant, the original passport is accepted. To confirm the applicant’s place of residence, a passport of the Russian Federation registered at the place of residence in Russia is accepted.

To confirm your average monthly earnings for 2000-2001, you must provide an extract of your individual personal account in the state pension insurance system.

Read also: Registration of early pension. Early retirement due to staff reduction

If the applicant wishes the amount of his pension to be determined in accordance with the average monthly earnings for any 60 months of work before 2002, a personal account statement for this period is required. If during this working period the applicant has not yet been registered as an insured person in the unified pension insurance system, then the average monthly earnings for this working period can be confirmed by certificates from the employer or government body issued on the basis of accounting documentation.

If the enterprise where the applicant worked was liquidated and the previous employer ceased its activities, the necessary certificates can be obtained from archival organizations, higher authorities or from legal successors, if any.

If the applicant changed his last name, first name or patronymic during his working career, he must provide a supporting document, which includes: a certificate of marriage (divorce), a certificate of change of full name, a civil status record (copy), a certificate from officials of foreign states (if the surname change took place abroad).

Read also: How to get a salary certificate if the company is liquidated

To confirm the birth of a child, you must submit his birth certificate. If at the time of applying for a pension, the applicant’s child is studying full-time at an educational institution, a certificate from the educational institution must also be submitted along with the birth certificate.

If the applicant is dependent on disabled family members, along with general documents he must also provide a certificate from local government or housing authorities. Also, the fact of the presence of dependents can be established by the Commission of territorial bodies of the Pension Fund.

In addition, along with documents and an application for calculating an old-age pension, a citizen must submit an insurance certificate of state pension insurance.

At the request of the applicant, he can submit a package of documents and an application either in person or by sending them by mail. According to Article 19 of the Federal Law “On Labor Pensions in the Russian Federation,” the day of application for accrual of a pension is the day the Pension Fund receives the corresponding application and the full package of necessary documents. If the applicant submits documents by mail, then the day of application is the date indicated by the postmark at the place where the letter was sent.