Sample application to the Pension Fund for clarification » Pension Fund personal account

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How to submit an application for pension recalculation

Attention! Please provide the following information in your application:

indicate the applicant’s full name in the header of the document;
Next, indicate the number of your pension certificate, as well as the date from which the pension is paid;
indicate the amount of the assigned pension with which you do not agree. In this case, you should give reasons for your disagreement, for example, this may be due to the lack of documentation for a certain time, which was not included in the insurance period and should be clarified;
Next, you should set out the chronology of receiving statements that confirm the amount of wages;
indicate the amount of wages for the period that is not confirmed by extracts from the archive;
Next, you should indicate what position you held during the disputed period, as well as your place of work;
complete the document with a request to recalculate the salary, taking into account the period of insurance service that was not previously taken into account;
put the current date and signature.

How to find out what was calculated for my pension at the Pension Fund

How can ordinary pensioners check whether their pension has been calculated correctly and whether their pension rights have been taken into account correctly? Now are they deprived of the opportunity to find out and check “if everything is right” and, if necessary, correct something - go to the Pension Fund and correct the misunderstandings?

You have the right to apply for a review of your pension accrual. The application is written in free form, indicate the reasons why you think that the accrual is incorrect - the period, grace period, etc. are not counted.

Each reception office of the prosecutor's office has a special box for citizens' appeals. You can submit a complaint to it in writing.

The joint letter of the Ministry of Labor of the Russian Federation and the Pension Fund of the Russian Federation dated November 27, 2001, which stipulates that on the basis of indirect documents it is possible to confirm an employee’s earnings only in cases of loss of primary documents as a result of floods, earthquakes, hurricanes, is not a regulatory legal act and is of a recommendatory nature .

Refusal to recalculate pension. Working pensioners, whose insurance period and the amount of contributions to the pension fund have increased, have the right to regular recalculation of pensions.

Who has the right to apply for recalculation

To increase the amount of the assigned pension, a citizen must submit an application for its recalculation. In this case, only a pensioner or his representative can act as an applicant.

An application for recalculation of an old-age pension can be submitted only after a citizen has received the assigned pension at least once.

If a pensioner does not agree with the amount of his old-age pension, he has the right to submit an application for recalculation to the Pension Fund branch if he has grounds for increasing its size.

In this case, you should justify your request and attach supporting documents (in particular, extracts from the employer’s archive).

Application for pension recalculation sample

For people who simultaneously work and receive a pension, payments are automatically recalculated annually . In this case, all receipts in the form of insurance contributions from the employer are taken into account, if they were not taken into account to calculate the amount of other types of payments, such as:

Next, it is necessary to confirm that the applicant has been warned about a number of necessary actions. Write a list of attached documents. The application must include a request to notify the applicant that the document has been accepted for consideration. The applicant confirms the legality and reliability of all information specified in the application with his signature.

Reasons for changing the amount of payments

In accordance with parts 12 and 18 of Article 15, as well as paragraphs 1 – 3 of part 4 of Article 18 of the Federal Law “On Insurance Pensions” dated December 28, 2013 No. 400-FZ, the grounds for recalculating the insurance part of the pension may be as follows:

increase in the individual pension coefficient in the period up to 2015;
increase in the individual pension coefficient during the insurance period between January 1, 2020 and the moment the pension was assigned;
increase in the individual pension coefficient after 2015, if it was determined in accordance with previously unaccounted contributions. Applicable to old age, survivors and disability pensions. The pension amount is subject to recalculation annually; no application is required.

Important! The fixed part of the pension must be recalculated even in the absence of an application on the following grounds:

change of disability group. In this case, the medical organization must send a corresponding certificate to the Pension Fund office, on the basis of which the fixed payment will be recalculated;
the pensioner reaches the age of 80. In this case, the size of the fixed payment of his pension is increased.

If the following grounds exist, the insurance and fixed parts of the pension will be recalculated only after the pensioner submits a corresponding application:

survivor's pension: recalculation is carried out if, for example, persons who receive a pension also lose their second breadwinner (who was the second parent). In this case, the individual pension coefficient and the size of the fixed payment increase;
the appearance of disabled dependents in the family of a pensioner. For each dependent, the pensioner is entitled to an increase in the fixed payment towards the pension. This applies to old-age and disability insurance pensions. The maximum number of dependents taken into account when recalculating is three people;
moving from countryside to city;
carrying out labor activities in the Far North and equivalent areas for 15 years. In this case, there must be at least 20 years of insurance experience for women and at least 25 years of insurance experience for men;
for persons who permanently reside in the Far North or equivalent areas, legally established coefficients apply. Apply to all types of insurance pensions;
if the pensioner left work or started working in an organization where pension insurance is mandatory.

Attention! Our qualified lawyers will assist you free of charge and around the clock on any issues. Find out more here.

How is recalculation done?

To carry out the recalculation, the pensioner will need:

collect documentation that confirms the need for recalculation;
make an application;
submit an application and attached documents to the Pension Fund branch or MFC.

After submitting the documentation, you should expect a decision. If the applicant has submitted an incomplete list of documents, recalculation will be denied. There is no recalculation, as a result of which the amount of the assigned pension will be reduced.

What documents need to be attached

Attach the following documentation to your application:

work book;
information about awards during work;
statements from previous employers about the amount of salary.

Please note! If Pension Fund employees refuse to accept your documents, you have the right to file a claim in court.

Sample application to the Pension Fund for an old-age pension in 2020 and the procedure for filling it out

The faster assignment of an old-age pension depends on the correctness of the completed application. If errors or corrections are identified in this document, Pension Fund employees have the right to refuse to accept documents until the application is rewritten.

all necessary points must be filled in;
the application must be written in clear handwriting;
there should be no cross-outs, corrections or significant blots;
the document must be filled out personally by the pensioner himself, his signature must be there, or by an official representative with a power of attorney.

10 Jun 2020 lawurist7 122
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Application And Documents Corresponding To The List Are Attached.

Submitting a document to the Pension Fund

It is necessary to prepare documents in advance (passport, pension certificate, SNILS), and then visit the nearest branch of the Pension Fund of the Russian Federation with them. The application should be submitted to the Pension Fund organization in which the amount of this payment was assigned.

If a pensioner, due to poor health or other reasons, cannot visit the Pension Fund in person, he can send an application and documents by mail. Copies of these documents must be notarized. Otherwise, they will not have legal force.

You can also use the official website of the Pension Fund. To do this, the pensioner needs to visit the resource and find the “Appeals from Citizens” menu item. Next, you need to follow the system prompts and select the regional branch of the fund where the application is sent, formulate the subject of the request and carry out other necessary actions.

You must attach scanned (photographed) documents to your application, the list of which is listed just above. Then you need to choose the option of receiving a response: in the form of an official letter to the pensioner’s residential address or by sending a message to his email.

Application procedure through State Services

It is possible to submit an application electronically through the State Services portal, which helps applicants save time.

However, if a Pension Fund employee requests original documents on the basis of which a decision on recalculation will be made, you will need to visit a Pension Fund branch.

In this case, the procedure will be reduced in time, since the information will already be verified in advance; the Pension Fund employee will only verify it. Citizens also have the right to submit an electronic application in their personal account on the Pension Fund website.

First, the citizen will need to go through the standard registration procedure. You should select the item “Submission of an application for pension recalculation” and fill out the electronic form. All mandatory information must be entered (personal data of the citizen, name of the Pension Fund branch to which he belongs, etc.), because otherwise, the document will not be sent to the recipient.

Recalculation of pensions for mothers: how to apply, where to apply

How to submit an application to the pension fund to recalculate the pension for children? Writing it is not at all difficult. And the principle of its compilation does not depend on the number of children, the age of the mother and other factors. That is, an application for pension recalculation for mothers with two or more children will be exactly the same in format as for a mother of one child. But just in case, we have prepared detailed instructions.

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So, recalculation will be beneficial for a mother of 3 children, provided that she worked and received a small salary. Such women will receive more during parental leave than for four and a half years of work experience. If there are two children, and the earnings were small, it also makes sense to ask for a recalculation. For one child, this usually does not make sense.

Submitting an application through the MFC

Not all citizens use the Internet freely, so submitting an electronic application is very difficult for them. At the same time, standing in line at the Pension Fund branch is also very inconvenient.

In this case, the best way to submit an application and attached documents is to contact the Multifunctional Center for the Provision of State and Municipal Services. There are a large number of branches; you can choose the one closest to your home or place of work.

Remember! MFC employees will assist the pensioner in drawing up an application and answer any questions that may arise.

Appeal algorithm

A citizen who is counting on an increase in pension must follow simple steps. Either an employee of the Pension Fund Client Service or a lawyer will tell you how to apply for pension recalculation in a particular case. In general, the procedure looks like this:

identification of facts affecting the size of the pension;
collection of supporting documentation;
drawing up an application;
contacting the Fund's Client Service at the location of the payment (pension) case - as a rule, at the place of residence;
receiving a recalculated pension from the 1st day of the month following the month of application.