Appendix No. 2
to the order of the Ministry
health and social
development of the Russian Federation
INSTRUCTIONS
AFTER COMPLETING THE INSURED PERSON’S APPLICATION FOR APPOINTMENT
ACCUMULATIVE PART OF LABOR PENSION
1. In the first line of the insured person’s application for the purpose of the funded part labor pension(hereinafter referred to as the application) indicates the name of the non-state pension fund, which the insured person applied to, is entirely in the nominative case.
2. Paragraph 1 of the application indicates information about the insured person who is assigned accumulative part labor pension:
surname, name, patronymic (if any) of the insured person are indicated in full in the nominative case in accordance with the document proving his identity;
in the line “Insurance number of the individual personal account of the insured person” the insurance number of the individual personal account of the insured person is indicated in accordance with the insurance certificate of compulsory pension insurance of the insured person;
in the line “Pension account number of the accumulative part of the labor pension” the number of the pension account of the accumulative part of the labor pension of the insured person is indicated;
in the line “Citizenship:” the word “citizen” or “citizen” is written, depending on who this line is being filled in, and the state of which the person is a citizen (subject) is indicated. If a person has dual citizenship, information about citizenship is indicated separated by commas. If a person is not a citizen of the Russian Federation and does not have documents confirming the citizenship of a foreign state, then the words “stateless person” are indicated in this line;
information about residence in the Russian Federation is filled in if the insured person lives on the territory of the Russian Federation:
In the line “address of residence” the full address of the place of residence of the insured person is indicated, and if it is absent, the word “no” is indicated;
The line “address of place of stay” is filled in if the insured person has a place of stay confirmed by registration, including if there is a place of residence confirmed by registration;
In the line “address of place of stay” the full address of the place of stay of the insured person is indicated, and if it is absent, the word “no” is indicated;
The line “address of actual residence” is filled in if the address of the place of actual residence of the insured person does not coincide with the place of residence or place of stay, or the insured person does not have a place of residence and place of stay confirmed by registration;
The line “telephone number” indicates the telephone number of the insured person;
information about the residence of the insured person outside the Russian Federation is filled in if the insured person lives outside the territory of the Russian Federation:
In the line “address of residence in the territory of another state” in Russian and foreign (the language of the state of residence) languages, the full address of the place of residence of the insured person in the territory of the state of residence is indicated;
In the line “address of place of residence before leaving the Russian Federation” in Russian, the full address of the place of residence of the insured person on the territory of the Russian Federation before leaving its borders is indicated;
in the line “Name of identification document” the name of the submitted document proving the identity of the insured person (passport, residence permit or other identification document established by the legislation of the Russian Federation) is indicated. Next, the corresponding lines indicate the series, number, date of issue of the identity document, the name of the authority that issued it, as well as the date and place of birth of the insured person in accordance with the submitted identity document;
in the "Gender" cell the mark "male" is made. or “female,” corresponding to the gender of the insured person;
in the line “Currently: working, not working,” a corresponding mark is made in one of the two cells.
3. Paragraph 2 of the application is filled out in addition to paragraph 1 of the application if an application for assignment of a funded part of a labor pension is submitted by a representative (legal representative of an incapacitated person, an organization entrusted with the duties of a guardian or trustee, a proxy):
in the line “Representative of the insured person ( legal representative an incapacitated person, an organization entrusted with fulfilling the duties of a guardian or trustee, a trustee)" by emphasizing one of the proposed answer options, the nature (type) of representation is clarified;
when filling out the line "(last name, first name, patronymic (if any), representative, last name, first name, patronymic (if available) of the authorized person, name of the organization entrusted with fulfilling the duties of a guardian or trustee, and last name, first name, patronymic (if available) ) its representative)" the surname, name, patronymic (if any) of the representative are indicated in full in accordance with the document proving his identity; for an organization entrusted with fulfilling the duties of a guardian or trustee, the name of the organization is indicated in accordance with the constituent documents of the legal entity and the last name, first name, patronymic (if any) of its representative;
information about the place of residence, place of stay, actual residence of the representative is filled in in a manner similar to filling out the specified data about the insured person provided for in paragraph 2 of the application, while for the organization entrusted with the duties of a guardian or trustee, the legal address of the organization is indicated in the corresponding line, the lines “address of place of stay” and “address of actual residence” are not filled in;
in the line “Telephone number” the telephone number of the representative of the insured person (the organization entrusted with the duties of a guardian or trustee) is indicated;
in the line “Name of the representative’s identification document” the representative’s identity document (passport, residence permit or other identification document established by the legislation of the Russian Federation) is indicated; then in the corresponding lines of the application the series, number, date of issue of the identity document are indicated , name of the authority that issued it;
in the line “Name of the document confirming the authority of the representative” the document on the basis of which the representative carries out his functions on behalf and in the interests of the insured person is indicated (certificate of guardianship or trusteeship, power of attorney or other document confirming the authority of the representative to exercise guardianship or trusteeship, established by law Russian Federation), then in the corresponding lines of the application the series, document number (if these details are provided for in the form of the document confirming the authority of the representative), date of issue and name of the authority that issued it are indicated.
4. Clause 3.1 of the application is completed if the insured person has pension savings accounted for in the pension account of the accumulative part of the labor pension, formed from additional insurance contributions to the accumulative part of the labor pension, employer contributions, contributions for co-financing the formation of pension savings, income from their investment, funds (part of the funds) of maternal (family) capital aimed at forming the funded part of the labor pension, income from their investment.
Depending on the choice of the insured person, take into account or not take into account the specified funds pension savings as part of the funded part of the old-age labor pension, a mark is made in one of two cells: “take into account”, “do not take into account”.
5. In paragraph 4 of the application, in the appropriate box, a note is made on the assignment or non-appointment of an old-age labor pension, the insurance part of an old-age labor pension (with the exception of the fixed basic amount of the insurance part of an old-age labor pension), and also indicates the date (day, month and year ), with which the insured person is assigned an old-age labor pension or insurance part old-age labor pension (except for the fixed basic amount of the insurance part of the old-age labor pension).
6. In paragraph 5 of the application, depending on whether an urgent pension payment was assigned or not, a mark is made in the appropriate box.
7. Paragraph 6 of the application contains information about which the insured person (his representative) was warned;
8. Paragraph 7 of the application indicates the documents attached to it:
in the column “Name of document” the names of the documents attached to the application are indicated. If several documents with the same names are presented, in addition to the name, details (information) specifying the document are indicated: date of issue, number, for example, “certificate of work experience dated 09.11.1979 N 365";
in the line “I have read the information specified in paragraph 6 of the application:
in the column “Date of filling out the application” the insured person (his representative) indicates the date of filling out the application;
The reliability of the information specified in the application;
The fact that the insured person (his representative) has familiarized himself with the information specified in paragraph 6 of the application;
in the column “Deciphering the signature (surname, initials)” the full surname and initials of the insured person or the surname and initials of the representative of the insured person are indicated.
9. The receipt-notification of the acceptance and registration of the insured person’s application for the assignment of a funded part of the labor pension (hereinafter referred to as the receipt-notification) is filled out by the employee of the non-state pension fund who accepted the application from the insured person (his representative), except for the line “Receipt-notification received )", containing the date, signature of the insured person (his representative), a transcript of the signature, in two copies, one of which is handed over to the insured person (his representative) or sent to him by mail.
10. The first line of the notification receipt indicates the name of the non-state pension fund to which the application was submitted.
11. In paragraph 1 of the notification receipt:
in the line “Application of the insured person for the assignment of a funded part of the labor pension” the surname, first name, patronymic (if any) of the insured person is indicated in full in the nominative case in accordance with the document proving his identity;
in the line “insurance number of the individual personal account of the insured person” the insurance number of the individual personal account of the insured person is indicated in accordance with the insurance certificate of compulsory pension insurance;
in the line “filed in the interests of the insured person by his representative” the surname and initials of the representative of the insured person are indicated;
in the line “and documents submitted with the application” documents accepted simultaneously with the application are indicated:
In the column "P/n" the serial number of the entry on the name of the attached document is indicated;
In the column “Name of document” the names of the documents attached to the application are indicated. If several documents with the same names are presented, in addition to the name, details (information) specifying the document are indicated: date of issue, number, for example, “certificate of assignment of a labor pension dated 09.11.1979 N 365”;
The column “Documents returned to the insured person (his representative)” is filled in when documents are returned to the insured person (his representative);
The column “date of return” indicates the date of return of the documents to the insured person (his representative);
In the column “Signature of the insured person (his representative)” the signature of the insured person (his representative) is placed on receipt of the document;
The line “accepted:” is filled in by an employee of a non-state pension fund:
In the column “Registration number of the application”, the employee of the non-state pension fund who accepted the application from the insured person indicates the registration number of the application;
In the column “Date of receipt of application” the employee of the non-state pension fund indicates the date of receipt of the application from the insured person;
In the column “Employee of a non-state pension fund” the signature, full name and initials of the employee of a non-state pension fund are indicated.
12. Clause 2 of the notification receipt indicates the documents that must be submitted additionally to assign the funded part of the labor pension:
in the line “Documents that must be additionally submitted no later than __________” the date is indicated no later than which additional documents must be submitted to assign the funded part of the labor pension;
in the column "P/n" the serial number of the record about the name of the document is indicated;
in the column “Name of the document” the names of the documents are indicated (certificate of work experience, etc.).
13. In paragraph 3 of the notification receipt in the line “I received the notification receipt”:
in the “Date” column, the insured person (his representative) indicates the date of receipt of the notification receipt;
in the column “Signature of the insured person (his representative)” the insured person (his representative) puts a signature confirming:
Receiving a notification receipt;
Receiving clarification about what documents must be submitted additionally to assign the funded part of the labor pension and within what period;
in the column “Decoding of signature (surname, initials)” the full surname and initials of the insured person or the full surname and initials of the representative of the insured person are indicated.
14. Clause 4 of the notification receipt contains information about which the insured person (his representative) is warned.
15. Clause 5 of the notification receipt is filled out by an employee of a non-state pension fund when the insured person (his representative) submits additional documents after receiving the insured person’s application for the assignment of a funded part of the labor pension in the manner prescribed for filling out paragraph 1 of the notification receipt. In this case, paragraphs 1, 2 and 3 of the notification receipt are not completed.
The line “Last document submitted (date)” is filled in when the additionally submitted document is the last document necessary for assigning the funded part of the labor pension.
Together.
Contributions to the Russian Pension Fund (hereinafter referred to as the Pension Fund) are transferred by the employer at the rate of 22% or, if a citizen belongs to the category of self-employed people (individual entrepreneurs, lawyers, notaries, members of farms, etc.) - in fixed size.
If future pensioner opted for the formation of only an insurance pension, then the funds will be distributed as follows:
- 16% - on insurance pension;
- 6% - for the joint tariff, i.e. for the formation fixed payments and so on.
If a citizen is going to form a funded pension, then from 22% of contributions:
- 10% will be charged to the insurance,
- 6% - for savings,
- 6% - for the joint tariff, the same as in the first option.
It must be remembered that the state the insurance pension is indexed annually, protecting it from inflation, and cumulative - no. But if the funds are transferred to a non-state pension fund or a management company (hereinafter referred to as the management company), then they will be invested and income will be credited to the pension account (the non-state pension fund does not guarantee return on investment).
This choice is very important step, since everyone’s future pension depends on it.
Who is entitled to a funded pension?
Both citizens of the Russian Federation and foreigners permanently residing in Russia have this right if they have formed pension funds on an individual account with the insurer. (Article 4 of the Federal Law dated December 28, 2013 N 424-FZ “About funded pension”). The age for a well-deserved pension in Russia is set at 55 years for women and 60 for men.
Pension savings funds can be formed since 2002 for citizens born in 1967 and younger through additional insurance premiums, employer contributions for the worker, contributions to the participant's individual account, and their investment income. It also exists in men born in 1953 to 1966. and women from 1957 to 1966 (their contributions were deducted from 2002 to 2004).
Conditions of appointment
Conclusion
To ensure a decent old age, you need to start taking measures now to increase your pension savings. These measures could be:
- additional contributions under the co-financing program, if the citizen joined it in the period from 10/01/2008 to 12/31/2014 and made the first contribution before 12/31/2015;
- transfer to a special savings account;
- payment of employer contributions for the employee;
- also, if a citizen wishes, he can do it himself with the help of additional contributions paid to the Pension Fund (Federal Law of April 30, 2008 N 56-FZ);
- all these funds will be invested by a non-state pension fund or management company and income will also be taken into account in this account.
If a future pensioner wants a really significant increase in income, then for this Necessarily need it officially formalize labor relations with the employer. Receive a “white” salary, and not in an “envelope”, and thus contributions for you will be transferred in full, and you will receive what people who are retiring for a well-deserved retirement really deserve.
You need to always be aware latest changes V pension legislation. These and many other actions will help every person to be financially literate.
Only pensioners can apply for the funded part of their pension (women over 55 years old, men over 60 years old).
The statement is for them the main legal “bridge” that will lead to material well-being.
Well-being develops, from transfers by employers of future retirees, which accrue 22% of the employee’s monthly earnings. The share of the funded part of the pension from employer contributions is 6%. It is worth noting that the following can also count on a funded pension:
- persons who sent material funds maternity capital to generate savings.
- Participants in co-financing pension payments.
How to write?
How to write an application for a funded pension? Application forms for the funded part of a pension are distinguished by a clear, specific design style.
To fully convey all the information, you will need to write the following data:
Otherwise, the application will be rejected and you will have to start the entire application process all over again.
What is submitted with the document?
A package of documents is submitted along with the application for the funded part of the pension. It includes:
- passport;
- a document confirming the conclusion or dissolution of a marriage;
- certificate of compulsory pension insurance;
- citizen’s details for transferring payments (usually bank account number).
IMPORTANT! If the application was submitted by an authorized representative, then together with all necessary papers You must also provide a document confirming the authority of the representative.
Where and when to submit?
How to apply for the funded part of a pension to the Pension Fund?
The collected package of documentation and the written application are transferred either to the management company or to the non-state fund in which the citizen’s savings were formed. You can submit papers in person, by postal order or through the MFC.
The application is usually submitted personally by the citizen or his authorized representative. It is worth noting that you can submit an application no earlier than 30 days in advance. until retirement.
If the application is submitted after reaching the legal age, the funded part of the pension is calculated from the date of its submission.
Deadlines and fees
Deadlines
The average processing time for an application varies from 5 to 7 days. The deadline for making a decision on a specific case is 10 working days from the date of submission of the application.
However, there are situations where the pension specialist may suspend the review due to pending verification of documents.
In this case The process can take up to 3 months. Based on the results of the checks made, the organization makes a decision on the appointment or refusal of a funded pension, with the obligatory indication of the reasons.
State duty
The state duty (it also has other names: notary fee and tariff) is paid to cover the material costs of the legal authorities of the state. The amount of state duty when registering the funded part of a pension has no fixed limits. and may vary depending on the point of application.
The following categories of citizens may not pay the state duty: disabled people and WWII participants, heroes of the USSR and the Russian Federation, minors and incompetent persons, as well as holders of the Order of Glory.
What to do after submitting?
A citizen can provide management of his funds to the State Pension Fund or a private pension fund.
If the State Fund is selected, the organization will grant the right to manage funds to the following institutions: the Vnesheconombank company or any commercial organization.
Accumulation savings will occur monthly along with the insurance payment. The pensioner has the right to choose the method of accrual of funds independently. Among the options:
- remote transfer to a bank card;
- sending by postal order;
- method of accrual through any commercial organizations.
REFERENCE. If a pensioner changes his place of residence, then funds are accrued at the pensioner’s current location.
Features and nuances
A striking feature of the registration of the funded part of the pension is that only citizens born in 1967 can apply for it. and subsequent years.
Their work activity must begin before January 1, 2014, and the decision on choosing a funded pension must be made before December 31, 2015.
Please note that it is almost always impossible to receive your pension savings before retirement. The opportunity to receive a funded portion appears simultaneously with the right to an insurance pension.
However there is an exception: early payment is possible in situations where a citizen has been assigned an early retirement pension. In addition, a feature of a funded pension is that it is inherited.
Recipients in in this case there will be persons indicated by the deceased citizen in the will. If the will does not indicate the names of the heirs, they will be determined in accordance with the law.
Watch a video on this topic:
Thus, the funded part of the pension- This great way increase your savings. And since its registration is not a difficult task, almost any pensioner can invest their savings to increase capital.
When applying to the Pension Fund with a request to receive a lump sum payment formed from the funded part of the pension, a citizen must submit a personal application.
Let's look at what the application form looks like, and also determine how to fill it out correctly so that there are no problems when accepting documents.
There is an approved form No. 12, which was approved by the Ministry of Labor and Social Protection of the Russian Federation
You can obtain an application form from your city or county pension fund office, or print it out yourself and fill it out at home.
The application form for payment of the funded part of the pension looks like this:
Follow these rules when writing a document:
- Enter all personal data in full: full name, date of birth, place of birth, information from your identity document.
- In the columns where you indicate the address of your place of residence, actual residence, enter accurate information. If you live in the territory of another state, then this should also be indicated and not hidden.
- For information you don’t know, it’s best to ask a specialist.
- Be sure to include your phone number where a Pension Fund employee can call you and clarify your details or ask any questions.
- Please indicate what pension you receive.
- The request that you wish to receive a lump sum payment of pension savings has already been indicated. All you have to do is tick the box indicating how you want to receive funds, through which organization.
- Further lines are filled in if the legal representative of the applicant applies to the Pension Fund. He also needs to provide all his personal data, as well as information about the power of attorney.
- At the end of the document you should include the date you submitted your application and your signature. If a representative applies, his signature is required.
- In order to record the submission of your application, the fund specialist must issue you a notification receipt. At the end of the application you must put a date and signature that you have received a receipt.
- You can draw up a document with a black or blue pen, or by typing all the data on a PC; with the second option, it will no longer be possible to change anything.
- Try to write in legible handwriting, avoiding mistakes.
- Marks or corrections in the application are prohibited. You may be forced to rewrite it.