What documents are needed to apply for a pension - 2020



At your first visit you must provide the following documents:

  • Application for a pension;
  • An identity card, as well as confirmation of the age and citizenship of a person or his representative (if you are not applying to the Pension Fund yourself) is our regular passport, and for stateless persons - a residence permit;
  • SNILS. If you find it difficult to navigate the abbreviations, this is a green laminated card, a pension certificate. Throughout life, it often comes in handy in relations with government agencies.

The application for a pension is filled out according to certain rules, on a form. The main thing is the absence of erasures and corrections, clarity in the presentation and correctness of the facts given, because the details for transferring the pension are provided.

Also, in different cases, other certificates may be required.

To assign an old-age insurance pension, these could be:

  • documents confirming periods of work and other periods included in the insurance period (for example, parental leave);
  • an extract from a person’s personal account with the Pension Fund of Russia;
  • documents confirming receipt of another type of pension (for example, for the loss of a breadwinner) or monthly maintenance established by law;
  • certificate of disability (if available);
  • certificate of existing dependents (if any), certificates of income of all family members;
  • confirmation of work in the Far North and other difficult climatic regions, or in agriculture and rural living;
  • for heroine mothers - papers confirming the right to receive an early pension.

To assign a state old-age pension, it can be:

  • confirmation of work experience;
  • for beneficiaries: certificate of a Chernobyl survivor or liquidator of other radiation or man-made disasters;
  • confirmation of residence in areas of radioactive contamination or work there;
  • certificate of a disabled person due to the disaster at the Chernobyl nuclear power plant;
  • information about existing dependents and the income of all family members;
  • confirmation of work in the Far North or in areas with severe climatic conditions.
  • To assign a social old-age pension, this could be:

    • document on permanent residence in Russia (passport with registration, extract from the address office);
    • confirmation of residence in the Far North and equivalent areas, in areas with severe climatic conditions;
    • confirmation of belonging to the small peoples of the North;
    • confirmation of the period of residence in the Russian Federation.

    These are the most necessary documents for the Pension Fund to apply for a pension. In each specific case, additional data may be required; it all depends on the situation and type of work activity of the employee.

    Documents for the pension fund

    To apply for a pension and recalculate it, Pension Fund employees require a standard package of documents from applicants:

    • Application for a pension
    • Civil passport and other papers containing information about the citizenship, place of residence and age of the future pensioner;
    • SNILS (plastic card);
    • Documents on work experience;
    • Information on the average monthly salary for a period of 60 consecutive months (until January 1, 2002);
    • Bank details for transfer of designated funds;
    • Other documents to confirm the circumstances related to the calculation of the pension.

    The last point contains a huge pile of papers that are needed to receive and recalculate a pension, including a birth certificate for both yours and your children.

    What documents are needed when applying for a pension?

    The list of documents required for assignment or recalculation of a pension differs depending on the type of security. In addition to the application drawn up in the prescribed form, as a rule, the following is submitted:

    • passport for all adult citizens of Russia (over 14 years old);
    • residence permit (for stateless persons and foreigners);
    • SNILS;
    • documents confirming the existence of insurance experience (for example, a work book, extracts from orders);
    • certificate of average monthly salary for 60 consecutive months until 01/01/2001;
    • extract from the medical and social examination report (for disabled people);
    • documents on the death of the breadwinner (for the loss of the sole breadwinner);
    • confirmation of relationship with the deceased breadwinner (for the loss of a breadwinner);
    • documentary evidence of belonging to the small peoples of the North (social peoples of the North).

    • Quantiferon test
    • In what cases can the Pension Fund withhold part of your pension?
    • How to restore SNILS if lost - sample application and necessary documents

    Why does the Pension Fund need a certificate?

    To answer this question, it is necessary to decipher what lies beneath the additional circumstances. It seems that a person has worked all his life for the good of his Motherland, but he was burdened with bureaucratic excesses, creating obstacles to a peaceful retirement. In fact, everything is logical and quite simple; a birth certificate is needed for:

    • Confirmation of relationship with the child;
    • Reconciling information from the CoR with other documents, checking the correct spelling of the applicant’s name and information;
    • To recalculate the basic part of the pension if children are dependent (up to 18 years, in case of full-time study up to 23);
    • When recalculating the insurance portion relative to the time of caring for a child up to 1.5 or 3 years (while on maternity leave);
    • If the pension is issued early (the son or daughter is disabled);
    • The applicant is a mother of many children.

    As you can see, the list of reasons why pension service employees may require a birth certificate is quite impressive. But what to do if there is no access to the metric, and people are separated by hundreds and sometimes thousands of kilometers?

    Why does the Pension Fund require birth certificates for adult children?

    If metrics need to be attached to the application, the Pension Fund employee must provide an explanation. The maximum period during which the missing document is provided is three months. Pensioners need a birth certificate for children in the following circumstances:

    • To increase income due to the size of a fixed payment. Its meaning varies depending on the category of applicant. If a citizen has custody of minor children or dependents under the age of 23, subject to their full-time education, a supplement to the FV is due. For a single person - 1/3 of the basic amount of a fixed payment, for two - 2/3, for three - the amount of the basic financial contribution is paid to the parent in double the amount.
    • To increase the number of pension points when taking into account “non-insurance periods” in the case of an old-age insurance pension. When caring for a child up to 1.5 years of age, 1.8 points are awarded for 1 year, for 2 - 3.6 points, for 3 - 5.4.
    • For early calculation of pension if the child has been disabled since childhood.
    • For early retirement, if the woman is a mother of many children (before January 1, 2019 - five children; from January 2020 - three or more);
    • For early assignment of pension payments if a woman lives in the Far North and has given birth to two or more children.

    Is it possible to provide a copy of the CoP?

    If the child lives in another country or city and it is not possible to transfer the certificate, you can provide a copy of it. But a simple copy for registration is not suitable for a pension fund - it must be notarized. To do this, you should contact a notary with the original document. Notarization of documents from the registry office is inexpensive. The cost of this service ranges from 200 to 300 rubles. You can then send a certified copy by post, preferably by registered mail. Nobody forbids sending the original certificate, but there is a high probability of its loss. If it is lost, you will have to restore it, pay a state fee and overcome new rounds of bureaucratic hell. After all, as you know, children’s metrics are necessary for a citizen throughout his life.

    How to confirm your experience

    In 2002, the pension reform started, the employer had a new obligation to submit detailed information about employees to the Pension Fund. Therefore, the PRF has all the data on the employee’s earnings and length of service after this point. We are, of course, talking about “white” wages, official income. But to confirm your experience before 2002, you will need evidence. This is, first of all, a work book. The Pension Fund will require it in any case.

    In general, labor is the first thing people remember when it comes to what documents are needed to apply for an old-age pension. These books are usually associated with significant difficulties for the employee. The fact is that they are filled out by hand according to strict rules established by special instructions. All seals and words on the work book form must be legible and entries must be made properly. In addition, over time, the ink, and therefore the notes, lose clarity. Therefore, Pension Fund employees have questions about them, and citizens are asked to provide additional evidence of their experience.

    Additional proof of experience

    What can also be proof of experience:

    • an employment contract drawn up in accordance with all the rules in force at the time of its signing;
    • orders;
    • personal accounts;
    • employer certificates.

    At the same time, the Pension Fund does not always accept these securities separately. For example, it is believed that the employment contract itself does not confirm the date of dismissal; an additional order is required. And who keeps the contracts? And if the organization is liquidated, how to obtain the necessary certificates? You have to go to court and prove your rights. Therefore, it is better to check all records in advance, get advice from Pension Fund specialists and the necessary certificates from work.

    How to get SNILS for a newborn child

    The above list is only a small part of the operations for which mandatory provision of SNILS is required. The first authority to request this document is the children's clinic. Copies of the passport of one of the parents, the baby’s birth certificate, SNILS and medical policy must be pasted into the child’s medical card. Thus, parents should take care of obtaining an insurance number in advance. As a rule, its registration occurs in the first month after the birth of the baby.

    About five years ago, SNILS was issued a month after the parent submitted documents. Today, the period for issuing a document has been reduced to zero. After issuing the baby’s birth certificate, the new citizen’s data is automatically transferred to the Pension Fund. This facilitates the production of SNILS long before parents contact the Pension Fund or the Multifunctional Center. Arriving at the pension service office, the parent only needs to fill out an application and provide a complete package of documents, after which the completed document will be handed over to him. If, for some reason, the SNILS was not produced on time, its issuance will take a matter of days. Almost every branch of the Pension Fund is equipped with modern technology necessary for the production of an insurance certificate. It was already mentioned above that the time frame for issuing SNILS through the MFC is longer. The center's employees will need to submit the application to the Pension Fund, receive a completed certificate, and only then hand it over to the parents. On average, this can take from one to two weeks.

    How to do without the original birth certificate when applying for a pension?

    How to get a second certificate? It's easy to get a duplicate.

    To do this, you need to personally contact the registry office department where the record of the issuance of the certificate is kept in the archives.

    And you can always have it certified by a notary. Employees will definitely check your passport to determine family ties.

    The following persons have the right to receive a duplicate birth certificate:

    1. A citizen who has reached 18 years of age.
    2. Relatives of a deceased person.
    3. Parents or guardians of the child.
    4. Authorized representatives of government bodies.
    5. Guardians of a citizen declared incompetent.

    If the required registry office is located in the city of permanent residence of the citizen who needs a duplicate, then you need to go there in person.

    Employees of the institution will issue a receipt for payment of the mandatory tax and will require you to write an application on a special form.

    How to get a copy of a child’s birth certificate: documents, instructions

    The letter may contain a service request form that should be completed.

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    After paying the tax on the receipt and filling out the form, you must send it to the registry office using a registered letter with notification.

    After some time, a registered package will arrive by mail, which will contain the treasured duplicate.

    I never dreamed of SNILS

    The RG correspondent tried to understand several situations related to the preparation of documents in the Pension Fund and most often causing confusion among people.

    Pension from infancy

    — Have you issued a certificate of compulsory pension insurance for your daughter? I already did it for Christine. They say that now all children must have SNILS in order to receive free medicines and maternity capital.

    At first it seemed to me that my colleague had simply mixed something up. Why does a baby need an individual personal account insurance number (SNILS) if deductions for it are made from current earnings, and what is 6-month-old Christina’s earnings?! Maybe just have this green plastic card for your collection. But it was difficult to suspect the girl’s mother of stupidity - before the birth of the child, she worked as an accountant and was accustomed to treating all kinds of documents with respect.

    For clarification, the RG correspondent turned to the branch of the Pension Fund in the Sverdlovsk region. There we were assured that to issue a certificate for receiving maternity (family) capital, only the mother’s SNILS is required. A certificate of compulsory pension insurance is required for a child when he is on disability and has the right to a monthly cash payment (disability pension). Such children are included in the federal register, and the certificate allows the recipient of the money to be identified.

    In addition, according to the law, with the help of SNILS, children under the age of 3 years (low-income children up to 6 years old), as well as those with a certain range of diseases, can receive free medicines within the framework of the national project “Healthcare”. According to the head of the department for organizing drug supply and pharmaceutical activities of the Ministry of Health of the Sverdlovsk Region, Irina Burmantova, the list of preferential drugs was approved by the regional government decree No. 1832 dated December 17, 2009. Its text can be found on the ministry’s website, as well as on information boards in pharmacies operating according to the regional program to provide social support measures to certain categories of citizens at the expense of the budget. The same document lists the categories of diseases that give the right to receive free medicines.

    Confirmation of “non-insurance periods”

    The most likely version, which easily explains the need to provide a child’s birth certificate, is related to changes in pension legislation. The thing is that since 2020, the amount of pension payments has an important influence on the so-called non-insurance periods. These include:

    1. Compulsory military service.
    2. Living with spouses of officers or contract soldiers in regions of the country where there were no employment opportunities. This period cannot exceed five years.

    3. Care for disabled people of group I, which is carried out by able-bodied persons.

    4. Removal from work duties due to unfounded criminal prosecution (the period is counted only if there are documents confirming rehabilitation).
    5. Caring for an elderly person over 80 years of age.
    6. Service in the army, internal affairs bodies and other law enforcement agencies without acquiring for any reason the right to a pension according to length of service or disability.
    7. Documented care for a disabled child.
    8. Residence outside Russia of spouses of diplomats and other officials.
    9. Care by one of the spouses for children until they reach the age of 1.5 years (the period cannot exceed 6 years).

    During these “non-insurance periods” additional points are awarded that affect the amount of the pension. Therefore, it is necessary to submit documents that are the basis for recalculating the amount of pension payments. This includes the child’s birth certificate.

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