How and where to file a claim for an early retirement pension: sample document

State pension provision

The state pension allows disabled citizens to compensate for the lack of income with payments from the state budget. Types of state pension provision:

• social (appointed for disabled segments of the population, for example, citizens who have reached retirement age, disabled people, and so on);
• for length of service (required for civil servants who are exposed to harmful working conditions: military, police, psychiatrists, and so on);
• old age (for people who have reached retirement age: 55 years for women and 60 for men);
• in case of loss of a breadwinner (families of military personnel, astronauts, as well as persons who have experienced severe radiation exposure).

Social insurance

In the event of a certain insured event, the compulsory insurance system allows you to avoid loss of wages. This type of pension provision can only be used by insured persons (for example, in state-owned enterprises there is an obligation to insure employees). The compulsory insurance system pays benefits in the following cases:

• upon reaching retirement age (old age);
• after receiving a disability group;
• due to the loss of a breadwinner, and so on.

With the help of insurance, you can accumulate pension benefits, transfer them, receive bonuses to your social pension and much more. Social insurance even allows you to transfer money savings to the relatives of the deceased for burial.

Free consultation on labor law and pensions

Experts say that in 2020, the deficit of the Russian Pension Fund should be reduced by about 20%, but will this be enough? It’s no secret that increasing life expectancy is a significant problem for the pension fund, although for everyone else it is a huge leap forward development.

It can also be downloaded from the Foundation’s portal. Filling out the paper is allowed both by hand and by computerized method. In any situation, the applicant’s signature must be affixed in his own hand. You cannot correct or correct anything in the documentation.

This is explained by the fact that at the time the retirement age was established, the life expectancy of the population was much shorter, and therefore there were more people who had the opportunity to work. For this reason, there was no shortage of funds to pay pensions. Nowadays, everything is not as good as we would like.

Too large a percentage of the population receives a pension, which affects the budget of the Pension Fund, which does not have time to replenish it with taxes, and therefore does not have the opportunity to pay the pension in full. It is also worth noting one feature.

Not every citizen of our country receives a white salary.

Non-state pension provision

The non-state pension fund provides pensions to citizens who have entered into an insurance contract. Companies invest, assign and pay out funds accumulated by citizens. There are certain advantages to this:

• You can independently regulate the amount of payments;
• accumulated funds are inherited by relatives;
• at the same time you can receive a state pension;
• You can transfer your deposit to another fund at any time.

But there are also disadvantages:

• low investment income;
• payments can only be received upon reaching a certain insured event;
• profit received as a result of investment is subject to taxation;
• Failure to make payments on time will result in penalties.

A sample application to a non-state pension fund can be obtained by contacting one of these institutions. When drawing up an application, the future pensioner must indicate the amount of payments that he would like to receive as pension savings. Based on this, the amount of payments to the fund will be calculated.

Statement

To get advice about a particular situation, it is enough to call the reception desk of the Pension Fund of Russia (PFR). But based on this appeal, it is impossible to make a definite decision regarding a specific person. You can apply for a pension only by contacting:

• to the public service at your place of residence, having received the appropriate sample application to the Pension Fund and filling it out;
• by registered mail to the territorial office (addresses are on the Pension Fund website);
• through the online reception (this is the simplest option, since applications are accepted both from citizens of the Russian Federation and from foreign citizens). Accordingly, there is no connection to a specific locality.

When and where to apply for a pension

It must be borne in mind that a request for predetermination of an old-age pension, drawn up in any form or filled out on the old template, will not be accepted.
Today, the methods for sending a request for pension predetermination have become more expanded. Today this can be done in the following ways:

• When visiting the Pension Fund (PFR) in person
• Send an application through the multifunctional center (MFC)
• Through a trusted person, with a notarized power of attorney.
• By using the Internet, going to the State Services website
• By sending a request by registered mail, with acknowledgment of delivery to the recipient
• Through an institution at the place of work.

It is necessary to send materials for the predetermination of a pension without delay, after reaching retirement years, since the start date for receiving a pension is the date of registration of the application. There is no compensation for missed time.

When sending an application by mail, the start date of payments is the day marked at the post office upon receipt of the application from the pensioner.

When registering an application, an employee of the Pension Fund or MFC is required to write a receipt indicating receipt of the package of materials with the date displayed.

From this time, within 10 days, the Pension Fund is obliged to make a decision on the allocation of pension benefits.

If the form is filled out incorrectly or the list of documents is insufficient, the Pension Fund employee is obliged to notify the applicant about this. 3 months are given to eliminate comments.

Sample application to the Pension Fund

The official application form can be obtained either at the Pension Fund branch or downloaded on the Internet (for example, on the Pension Fund website). If you have any difficulties completing your application, you can consult with a fund employee at the online reception or at your place of residence. It is worth noting that applications drawn up in free form will not be accepted, so you must take seriously the filling out of the application.

Where to contact

Today, there are several ways to interact with the state pension fund, including on issues related to the assignment of pension payments. Let's look at them in more detail.

1. Personal appeal to the Pension Fund. A citizen or a person who represents his interests can contact the territorial body of the Pension Fund and submit an application at a personal meeting with the responsible specialist. This method is convenient in that a citizen can simultaneously receive advice on his issue, and the process of filling out the papers is controlled by a Pension Fund employee, which reduces the likelihood of errors to a minimum.
2. Contact the MFC. Citizens can also apply for pension payments to multifunctional centers. In some cases, this is convenient, since MFCs operate on the “single window” principle. It should be noted that the decision to grant a pension is made not by the employees of the centers, but by the Pension Fund of the Russian Federation, to whose territorial department the MFC transmits the necessary information.
3. Registration via the Internet . Citizens who have a confirmed entry in the Unified Identification of Automation can submit an application electronically both through the Gosuslugi portal and through their personal account on the website of the state pension fund.

It is also useful to read: Application for a lump sum payment of a funded pension

How to make an application?

You can contact the Russian Pension Fund to resolve the following issues:

• assignment of pensions;
• recalculation of deposits and pension amounts;
• transfer of funds that have been accumulated;
• appointment of DEMO;
• conducting an absentee examination;
• pension payment.

  

Thus, most sample applications to the pension fund are uniform in their design. The following table and example will help you correctly draw up an official appeal.

How to apply for a pension

To assign a pension benefit, you need to prepare some certificates.
To do this, it is advisable to contact the Pension Fund advisory window the day before to find out the list of documents required for the purpose of the pension. When the date arrives to receive a pension benefit, the prepared documents along with the request form should be sent to the Pension Fund. Working persons who wish to receive an old-age pension can continue to work (there is no need to quit). It will be enough to provide a work record book, having previously received it from the personnel department.

You can send documents using the following methods:

• Personal delivery of documents to Pension Fund specialists
• Through MFC
• By electronic sending, through the State Services website
• Using the services of a trusted representative
• Through the services of the post office, by sending a registered letter
• Contacting the management of the company

If a person wants to use the Internet when assigning a pension benefit, then he will need to register on the State Services website. It is better to do this in advance.

You can send an application by logging into your personal account on the site and opening the appropriate tab. The request and the documents required in the application are sent in electronic form.

To consider a request for pension provision, regardless of the method of sending, 10 days are allotted from the date of registration of receipt of the request by the Pension Fund. If there are comments regarding the preparation of the request or insufficient attached materials, the applicant is sent a notification with a proposal to eliminate the comments. Up to 3 months are given to correct comments.

After eliminating the comments and adopting a resolution on the purpose of the pension benefit, the pensioner begins to receive the benefit the next month after its appointment.

Old age pension

The benefit is assigned subject to the following conditions:

1. The applicant has reached a certain age. Currently, this age is 55 years for women and 60 years for men. But by January 2020, a planned increase in the age will be carried out to 60 years for women and 65 years for men, respectively (6 months are added every year; accordingly, the age specified in the planned increase will be reached by 2025). Specialists in certain professions can retire early. The list of these employees is on the official website of the Pension Fund of the Russian Federation.
2. Insurance experience of at least 15 years (currently it is 9 years, but every year it is planned to increase by one more).
3. IPC - 13.9 points (by 2025 this figure will increase to 30 points, each year the number increases by 2.4 points).

   

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A sample application to the Pension Fund for the assignment of an old-age pension can be found on the website of the Pension Fund of the Russian Federation.

Sample application to the Pension Fund for clarification

03 December 2020, Monday 14 756 0

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The amount of pension payments will be calculated and established based on the current law. Sometimes a person entering a well-deserved retirement may have the right to increase pension payments, for example, when his length of service increases.

Recalculation is carried out by pension authorities independently, however, in some cases, in order to increase payments, it is necessary to contact the organization with an application for recalculation. An application for revision of contributions is submitted to the Pension Fund of the Russian Federation in the strictest form approved by a certain standard.

It is possible to find the document with the help of any division of the Pension Fund of the Russian Federation or the MFC.

Care allowance

As a rule, someone helps people who cannot take care of themselves and manage their daily life. Usually these are close ones. For an able-bodied person caring for a sick person and not working because of this, the following types of payments are provided:

• Compensatory - is established for a person caring for a disabled person of group 1, a citizen aged 80 years, an elderly person who, according to the medical commission, is entitled to outside care, regardless of whether this citizen is a close relative or family member.
• Monthly - provided for non-working able-bodied citizens who are caring for a disabled child under the age of 18, a disabled person of group 1 since childhood.

  

Payments are made monthly. The amount of the benefit for compensation payment is 1,200 rubles, and for monthly payments - from 1,200 to 5,500, depending on the degree of relationship with a disabled child or a disabled person since childhood. To assign benefits, you need to submit applications to the Pension Fund for Caregivers (a sample application is presented above) only after receiving consent from the citizen who will be searched.

You will also need:

• a certificate from the employment center stating that the person intending to care for the sick does not receive unemployment benefits;
• a document confirming the authority of the legal representative;
• certificate from the place of study (if it is a child) and medical institution.

Sample statement of claim to the Pension Fund

If a citizen has been refused a pension, he has the right to challenge this decision by filing a claim with the court at his place of residence. Filing a statement of claim will cost the plaintiff 200 rubles in state duty.

The document must contain the following information:

• name of the branch of the Pension Fund of the Russian Federation that made the decision;
• plaintiff's details;
• details of the document recording the refusal;
• briefly about the essence of the violated rights;
• links to regulatory documents that confirm the PF is wrong;
• please consider the case based on the circumstances and recognize the decision of the Pension Fund of the Russian Federation as illegal.

  

Samples of statements of claim to the Pension Fund can be found on the website of the Pension Fund of the Russian Federation. But for your reference, examples of documents will also be attached here.

It is quite simple to draw up applications for a pension to the Pension Fund using the sample. It is necessary to comply with the mandatory points that were indicated in the article and try to comply with the attached examples. Having completed the correct request using the sample, the application to the Pension Fund can be sent by mail, completed at the Pension Fund branch, or sent an electronic copy.

More detailed information on the assignment of pensions can be found directly on the portal of the Pension Fund of the Russian Federation.