Application for assignment of pension benefits. Application for granting an old-age pension Sample decision of the pension fund on granting a pension

To assign a pension to the insured person, it is necessary to submit a corresponding application and package to the territorial body of the Pension Fund necessary documents. After considering them, the Pension Fund will make a decision on assigning a pension to the citizen.

This article contains detailed information on how to apply, step by step instructions its writing and recommendations regarding the application form.

Old age insurance pension

Insurance old-age pension is the most common type pension provision, which can be claimed by all persons of retirement age subject to certain requirements. In 2017, these include the presence insurance period at least 8 years and quantity pension points not less than 11.4. Formatting and purpose of data pension payments, as well as the procedure for submitting documents for their appointment are regulated by the Federal Law “On Insurance Pensions” dated December 28, 2013 No. 400-FZ.

Application and list of documents

The Pension Fund advises starting collections approximately six months before retirement age. necessary documents. Due to the fact that employers have not previously provided data on specific pension contributions to the Pension Fund, there is no complete information on the status of pension accounts.

To apply for a pension, the following package of documents is required:

  • statement;
  • passport or other identity document;
  • SNILS;
  • employment history;
  • documents confirming work activity and its terms. They must have a number and date of receipt, full name of the citizen, date of birth, place of service, work experience, specialty (position);
  • documents at the request of Pension Fund employees.

If a citizen does not have the opportunity to obtain a particular document, Pension Fund employees have the right to independently submit a request to receive it (to an organization, archive, etc.).

A detailed list of documents for applying for an old-age pension can be found in the article.

How to make an application

The application form can be obtained directly from the Pension Fund or downloaded from the official website of the Pension Fund. If you have any questions about filling out the application, you can contact a Pension Fund employee for help. It is important to note that no other forms of applications for calculating an old-age pension (written in free form or using an outdated sample) will not be considered.

Detailed instructions for drawing up an application

The information indicated in the application must match the data in the passport and attached documents. Information must be entered by hand, blue or black ballpoint pen, without corrections, strikeouts or proofreading marks.

The filling sequence is as follows:

  1. In section 1 you need to write the name of the Pension Fund division in which the pension registration procedure is carried out.
  2. In 2 you should indicate the necessary information about the recipient. If the applicant is replaced by an attorney, the second section is additionally completed. Last name, first name and patronymic (if the latter is absent, the field remains empty) are filled in entirely in initial form according to passport data. In the subparagraph on citizenship you need to write: “citizen” or “citizen”, and then indicate the country. If the applicant has another citizenship, both should be written. If there is no citizenship or it is not possible to confirm it, you can also indicate this circumstance. The place of residence is written according to the mark on the place of registration in the passport; if absent, the word “no” is written. The permanent residence address is filled in only if it differs from the registration address. If the applicant lives abroad, fill in the line “address of residence in the territory of another state” (in two languages).
  3. In section 3, a mark is placed in the line “assign insurance pension according to old age,” and then lines and squares are selected for marks according to the will of the applicant.
  4. In section 4, check marks confirm the reliable information reported by the citizen. In the place where you need to indicate the applicant’s dependent family members, the number is written in words and not in numbers.
  5. Section 5 contains provisions about which the applicant is warned. They should be read carefully to avoid any questions or controversial situations.
  6. In section 6 you need to indicate all the documents attached to the application. If two documents with similar names are submitted, additional specific facts are indicated, for example, date of receipt, number, etc.
  7. In section 7, you can optionally write an email address so that Pension Fund employees can send a notification about the status of receipt of the application. This is very convenient, so you shouldn’t neglect this opportunity.
  8. In Section 8, you must indicate the date of submission of the application and put a signature, which confirms the authenticity of the information and the fact that you have read the provisions of the fifth section.

A sample of the completed application can be downloaded from the link.

Submission methods

In 2017, there are several ways to register a pension and submit an application for its assignment. Every citizen has the right to choose the method of obtaining a pension that is suitable for himself:

  1. Through the Pension Fund branch at the place of registration. Documents are submitted no earlier than a month before retirement age.
  2. Through a legal representative. After notarization of the power of attorney, the representative will acquire the legitimate right to submit an application on behalf of the applicant himself. This is especially true for people who have health problems or are physically unable to come to the relevant organization.
  3. Through your personal account on the Pension Fund website. To do this, you will need to register on the official website of the Pension Fund and on the State Services portal. Next, an application form is filled out online, indicating personal data, selecting the type of pension and the issuance method. When filling out, you must enter your phone number and email address in the appropriate line. This is required in case Pension Fund employees need additional information.
  4. Through the MFC of a city or locality. The procedure is similar to processing pension payments directly through the Pension Fund. More detailed information about registration through the MFC is contained in the article.
  5. Through Russian Post. The application can be sent to the address of the territorial department of the Pension Fund of Russia by a valuable letter with acknowledgment of receipt and a list of the attachments, keeping a copy of the application for yourself. In this option, the date indicated on the postal envelope will be taken as the date of application.
  6. Through the employer. This option can be considered if the employer and the Pension Fund have drawn up an agreement on electronic cooperation to assign a pension. Employers send via the Internet to the territorial offices of the Pension Fund a list of their employees who are preparing to apply for a pension in the coming year. They also send scanned copies of all documents via email, without which it is impossible to assign a pension.

Conclusion

Applying for an insurance pension is quite simple. The main thing in this procedure is to fill out the form correctly, as well as the availability of all the required documents. The state provides several options for filing an application, so the insured person can choose the most convenient form for himself (in person, through a representative, via the Internet, etc.).

Statement of claim for early appointment pensions.

Issues of judicial protection of the right to pension provision are covered in sufficient detail in the Resolution of the Plenum of the Armed Forces of the Russian Federation dated December 11, 2012 No. 30.

When drawing up a claim for a pension yourself, use our samples and examples:

(option 2)

Example of a claim for a pension

To Ivnyansky district court

Belgorod region

Plaintiff: Tokoekov Leonid Vasilievich,

p. Ivnya, st. Gvardeyskaya, 92

tel. 137653878,

Defendant: Administration of the Pension Fund of the Russian Federation

in Ivnyansky district

Belgorod region,

address: 309110, Belgorod region, Ivnyansky district,

p. Ivnya, st. Danchenko, 2

Statement of claim for a pension

On November 20, 2015, in accordance with the procedure established by law, I applied to the UPFR in the Ivnyansky district with an application for the early assignment of an old-age insurance pension. The basis for filing such an application was paragraph. 2 pp 1 tbsp. 30 of the Federal Law of December 28, 2013 No. 400-FZ “On Insurance Pensions” (work in difficult working conditions).

To confirm the grounds for granting a pension early, I have submitted: a copy of the work record book, archival certificates from the state archive of the Belgorod region, the administration of the Ivnyansky district, an extract from the individual personal account.

By decision of the UPFR No. 1342-16 dated December 10, 2015, I was denied an old-age insurance pension due to the lack of the required special experience (not confirmation of employment in construction, reconstruction of buildings and facilities). Officials The period from October 10, 1978 to January 20, 1988 as a foreman in the Mechanization Department No. 6 was not included in the work experience.

I cannot agree with this decision for the following reasons.

During the period of work as a foreman of the Mechanization Department in the USSR, List No. 2 of August 22, 1956 No. 1173 was in effect, in accordance with section XXIX of which the right to early retirement was provided to foremen and foremen, and the main document for assigning a pension was the work book. Mechanization Department No. 6, in which I worked, was a structural subdivision of the Spetsstroymekhanizatsiya of the USSR Ministry of Construction, as evidenced by the seal imprint in work book.

Article 27 of the Federal Law of December 17, 2001 No. 173-FZ “On Labor Pensions in Russian Federation» the state is obliged to provide an old-age labor pension to a man before reaching retirement age, subject to 3 conditions: reaching 55 years of age, working in difficult working conditions for at least 12 years 6 months, and having at least 25 years of insurance experience.

List No. 2 of industries, jobs, professions, positions and indicators with harmful and difficult working conditions, employment in which gives the right to an old-age pension (old age) on preferential terms, approved by Resolution of the Cabinet of Ministers of the USSR dated January 26, 1991 No. 10 The section “construction, reconstruction, technical re-equipment, restoration, repair of buildings, structures and other objects” provides for the position of foreman of construction and installation works (position 2290000b-23419). Paragraph 3 of the Order of the Ministry of Health and Social Development of the Russian Federation dated March 31, 2011 No. establishes that periods of work that give the right to early assignment of a pension, before registering a citizen as an insured person, are confirmed by documents issued by employers or relevant state (municipal) bodies; after registering a citizen as an insured person - based on individual (personalized) registration information.

Now, due to the liquidation of the organization, I am deprived of the opportunity to request a certificate that would clarify special character work during a controversial period not included in the special length of service.

From the name of the institution where I worked and its departmental subordination it directly follows that the enterprise directly carried out construction activities.

Based on the above, guided by art. 27 of the Law of the Russian Federation “On Labor Pensions in the Russian Federation”, Art. 30 of the Law “On Insurance Pensions”, Art. 131-132 Code of Civil Procedure of the Russian Federation,

  1. To recognize as illegal the decision of the UPFR in the Ivnyansky district of the Belgorod region No. 1342-16 of December 10, 2015 on the refusal to grant a pension;
  2. Include periods of work from October 10, 1978 to January 20, 1988 as a foreman in the Mechanization Department No. 6 in the special length of service that gives the right to early appointment labor pension old age;
  3. Oblige the UPFR in the Ivnyansky district of the Belgorod region to assign the plaintiff a labor pension early from the date of application for its appointment on November 20, 2015.

Application:

  1. Copy of the statement of claim
  2. A copy of the receipt for payment of the state duty
  3. A copy of the decision of the UPFR in the Ivnyansky district of the Belgorod region No. 1342-16 dated December 10, 2015;
  4. A copy of documents confirming work experience;
  5. Copy of work book

12/23/2018 Tokoekov L.V.

Drawing up a claim for a pension

Before going to court, a citizen must contact the Pension Fund, which makes a decision on granting a pension. Be sure to save a copy of the application with a note indicating its acceptance by a specialist from the specified organization. The Pension Fund's refusal to grant a pension is being appealed in court.

The statement of claim must describe when and with what documents the applicant applied to the Pension Fund, what decision was made and why.

Each claim for a pension is individual, due to its personal nature. labor activity. Contacting a qualified lawyer will help you figure out whether you have the right to an early pension or a larger pension. His services, both in drawing up a claim and for representation in court, upon receipt of a corresponding petition, will be reimbursed in the event of a win as legal expenses from the defendant.

For the most competent independent submission, it is worth studying the Federal Law of December 17, 2001 N 173-FZ (as amended on June 4, 2014, as amended on November 19, 2015) “On Labor Pensions in the Russian Federation.” Here you can find a sufficient number of grounds for resolving a dispute with the Pension Fund of the Russian Federation, in case of non-accrual of length of service and other violations.

However, acquiring the basis for your claims is not all you have to do. It will be important to provide the court with documentary evidence of the existence of grounds for assigning an early pension, that is, confirmation of preferential benefits length of service.

The law provides for more than 30 categories of citizens who early exit pension is guaranteed by articles of Federal Legislation. This includes workers in hazardous industries, harsh climate conditions, as well as some categories of disabled people, and people whose insurance coverage can be considered high (for example, mothers of many children). You can prove your belonging to these categories by providing documents confirming your experience.

Filing a claim for a pension in court

The claim and copies of materials are submitted to the district court at the location of the defendant (its branch) subject to payment of the state fee - 300 rubles.

Witnesses may be summoned to court to confirm the circumstances referred to by the plaintiff, but witness testimony cannot be used to confirm the specifics of the work (work under certain conditions).

When satisfying the claim, the court has the right to oblige the granting of a pension from the moment of application to the Pension Fund of the Russian Federation, therefore it is advisable to make such a request in the legal process (or indicate it in the text of the claim).

How to file a claim

Having received the documents, you should make copies of them and begin drawing up a statement of claim for the early assignment of a retirement pension. The text of the document should be compiled according to the following structure:

  • Statement header:
    • Name of the judicial authority and its address. Claims of this nature are filed at the place of residence of the plaintiff;
    • Plaintiff's details: full name, registration address, contact details;
    • Defendant's details: Office of the Pension Fund of the Russian Federation, where the refusal was issued;
    • Data of third parties, interested parties, judicial representatives who were related to the case or the preparation of the statement of claim;
  • Document title:“Claim for early assignment of pension”;
  • In the body of the document The following information must be provided:
    • Describe the situation in which the Pension Fund refused you, and what it was based on;
    • Make attempts at pre-trial settlement;
    • Provide documentary grounds allowing the plaintiff to apply for an early retirement pension;
    • Provide legal grounds for the demands put forward to the defendant;
    • List the requirements for the defendant, which should include the requirement for early assignment of a pension, inclusion of periods in the special work experience, etc.;
    • List the documents attached to the application, which must include:
      • Copies of the statement of claim for the early assignment of a pension, according to the number of parties to the consideration;
      • Receipt of payment of the duty (200 rubles for individuals);
      • Copies of the refusal from the PFRF;
      • Copies of the pre-trial claim and response from the PFRF management;
      • Copies of documentary evidence confirming the grounds for early registration of a labor pension;
    • Date of filing the claim;
    • Applicant's signature with transcript.

It is worth noting that each specific case of appealing against the actions of an administrative organization is purely individual. Even if the essence of the appeal is similar, the set of required documents or legal grounds for the requirements may differ.

Pre-trial settlement

A statement of claim for the early assignment of a retirement pension is one of the ways to resolve conflicts with the Pension Fund, however, such a step is usually taken after attempts to pre-trial resolve the dispute.

You should first appeal the decision of the Pension Fund by contacting the management of the structure directly, and possibly the supervisory authorities.

A well-drafted complaint can help resolve a dispute at the organizational level. If you submit a sufficiently substantiated claim to the branch management, then there is a chance to avoid going to court. This method is suitable in cases where, for example, the applicant has not submitted an insufficient number of documents to accurately calculate the length of service. By sending a complaint to the leadership of the Pension Fund of the Russian Federation, a citizen can expect that the length of service will be calculated correctly, but it is impossible to guarantee a positive outcome.

If the complaint to the head of the Pension Fund has no effect, the next authority, depending on the nature of the problem, may be the prosecutor's office or the Central Bank. At the same time, to confirm your length of service, you should contact the Federal Tax Service and request an extract for deductions for the disputed period. It can also play into your hands when calculating payments. A complaint to the Central Bank and the prosecutor's office can be sent using online services on official websites. It is worth remembering that all the data you provide in the application must be reliable and supported by documents, copies of which should be provided in your application.

Receipt for acceptance and registration of your application

The document form “Application for an old-age pension” belongs to the “Application” section. Save the link to the document in in social networks or download it to your computer.

To the Main Directorate of the Pension Fund No. ___ for the Central Administrative District of Moscow

Applicant: ___________________________
Address: ___________________________

STATEMENT

I, ____________________ _______ born (passport series ____ No. _______, issued by TP No. ___ DEPARTMENT OF THE FMS OF RUSSIA FOR ST. PETERSBURG AND LENINGRAD REGION IN FRUNZENSKY DISTRICT OF ST. PETERSBURG ___________, division code ________) has currently reached retirement age (60 years) .
In accordance with Art. 3 Federal Law of December 17, 2001 No. 173-FZ “On Labor Pensions in the Russian Federation” citizens of the Russian Federation who are insured in accordance with the Federal Law “On Compulsory Pension Insurance in the Russian Federation” have the right to a labor pension, provided they comply with the conditions provided for by this Federal Law.
In accordance with Art. 7 of the above Federal Law, the right to an old-age labor pension is given to men who have reached the age of ___ years, and women who have reached the age of ___ years.
My total work experience is ___ years (the work record was opened on ___________ year).
Currently, I continue to carry out my labor activity at LLC __________________ in the position of General Director, which is confirmed by the corresponding entry in the work book (I attach a certified copy).

In accordance with Art. 10 of the Federal Law, the insurance period includes periods of work and (or) other activities that were performed on the territory of the Russian Federation by the persons specified in part one of Article 3 of this Federal Law, provided that for these periods insurance contributions were paid to the Pension Fund of the Russian Federation.
In accordance with Art. 18 of the Federal Law, the appointment, recalculation of amounts and payment of labor pensions, including the organization of their delivery, are made by the body providing pensions in accordance with the Federal Law “On Compulsory Pension Insurance in the Russian Federation” at the place of residence of the person applying for a labor pension. When a pensioner changes his place of residence, the payment of a labor pension, including the organization of its delivery, is carried out at his new place of residence or place of stay on the basis of the pension file and registration documents issued in the prescribed manner by the registration authorities. An application for assignment, recalculation of the size of a labor pension, transfer from one pension to another, payment or delivery of a labor pension can be submitted in the form of an electronic document, the procedure for execution of which is determined by the Government of the Russian Federation and which is transmitted using public information and telecommunication networks, including including the Internet, including a single portal of state and municipal services.

Payment of a labor pension (part of an old-age labor pension), including to pensioners engaged in work and (or) other activities, is made by the body providing pensions at the place of residence or place of stay of the pensioner in the established amount without any restrictions.

Decisions on the establishment or refusal to establish a labor pension, on the payment of the said pension, on deductions from this pension and on the recovery of overpaid amounts of such a pension can be appealed to a higher authority. pension authority(in relation to the body that made the relevant decision) and (or) to court.

So, in accordance with Art. 2 of the Federal Law of the Russian Federation of May 2, 2006 “On the procedure for considering appeals from citizens of the Russian Federation,” citizens have the right to apply personally, as well as send individual and collective appeals to state bodies, local governments and officials.

Based on the aforesaid and guided by Article. 2 Federal Law “On the procedure for considering appeals from citizens of the Russian Federation”

1. Accept and consider this application;
2. Assign the applicant an old-age labor pension;
3. Please send your response to this application in writing to the above address;

Application:
1. Copy of the applicant’s passport;
2. A certified copy of the work record book;
3. Certificates from work;
4. Copy of insurance certificate;
5. A copy of the Certificate of Registration at the place of residence;

" "________________ G. _____________________________________



  • It is no secret that office work negatively affects both the physical and mental state of the employee. There are quite a lot of facts confirming both.

  • Every person spends a significant part of his life at work, so it is very important not only what he does, but also with whom he has to communicate.

  • Gossip in the workplace is quite commonplace, and not only among women, as is commonly believed.

The application for a pension is filled out on the form prescribed by law. This form can be obtained at any branch of the Pension Fund, as well as on the official website.

Download a sample application to the Pension Fund for an old-age pension in 2019

More than one depends on the correctness of the completed application. quick appointment old age pensions. 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.

Therefore, it is important to fill out the application correctly. In many branches of the Pension Fund, a completed sample hangs up so that older people can fill it out correctly and not distract fund employees with questions about the procedure for filling out this document.

The basic rules for filling out are the standard requirements for any official documents:

  • 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.

The application form itself has a prescribed format in which you must provide the following mandatory information:

  1. The name of the Pension Fund branch to which the application is being submitted.
  2. The title of the document is already printed; you just need to check the correctness of the form that is being filled out.
  3. Next, indicate the last name, first name, and patronymic of the person who is asking for a pension.
  4. You must indicate your SNILS number, registration and place of residence, contact details and passport information.
  5. Next, information is provided on whether the citizen is currently working or not.
  6. If you have dependents, you must indicate their number.
  7. The second paragraph fills in the data of the representative in the same way if the application is not submitted in person.
  8. The third point is to indicate what type of pension provision the citizen is applying for. To receive a full pension, you need to check 2 boxes where it is written about the appointment of the insurance and funded part of the old-age pension.
  9. It will also be necessary to make a note about the fact of receipt or non-receipt of pension benefits earlier.
  10. After this, a list of attached documents is listed.
  11. At the end of the document there is a filing date, the applicant’s signature and a transcript.

The application must be accompanied by the required set of documents in the original, as well as their duplicates:

  • the applicant’s passport with a mark on Russian citizenship and registration in this region;
  • SNILS policy;
  • a work book confirming insurance and work experience, as well as any other employment contracts in the absence of an entry in the work book;
  • certificate of work experience;
  • marriage certificate, if available;
  • certificates of children, if they are dependent;
  • military ID of men and participants who served in the army;
  • salary certificate for the last year.
You can also provide any other evidence of your work experience if there is no entry about it in the work book.

Application methods

The legislation defines several options for filing an application. Future pensioner can use any method convenient for him:

  1. Personal visit to the Pension Fund.
  2. Personal visit to the multifunctional center.
  3. Through a representative who has been issued a notarized power of attorney for the right to represent interests in the Pension Fund.
  4. Send a registered letter by mail with an inventory and delivery notification.
  5. Through an employer who has this moment a future retiree is employed.

It is necessary to submit documents immediately after the pensioner has decided to receive a pension, since the moment the pension payments begin is considered the day the application is submitted. No compensation will be awarded for lost time.

When sending by mail, the date of sending of documents is considered to be the date on the postal stamp, which was affixed by the postal employee upon receipt of the letter from the applicant.

After receiving the documents, the PFR or MFC specialist must issue a receipt notification that he has received the documents indicating the date of their receipt.

From this moment, within 10 days a decision must be made on the appointment of pension payments.

In case of an error or incomplete set of documents, the Pension Fund employee must notify the citizen about this. 3 months are given to correct any shortcomings.

Who is eligible

Russian legislation establishes certain requirements for future pensioners. To receive this type of pension, a citizen must meet the following established requirements:

  • retirement age;
  • the required number of years of insurance experience;
  • accumulated number of pension points.

So far this new reform, Russian citizens who worked half their time under the Soviet Union are given the opportunity for a smooth transition to the new pension reform.

Thus, the requirements for the amount of experience and points increase every year until they reach the planned maximums. In terms of experience, the maximum will be 15 years, in terms of points - 30. But today, in 2019, pensioners need to have 7 years of insurance experience and 11.4 points.

The established retirement age is 60 and 55 years for men and women, respectively.

If a citizen has reached the required age, but the experience is not enough or there are not enough points, he can continue to work until he reaches the required indicators or apply for a social pension.

Insurance experience

This period includes the entire period of work, as well as periods of interruption in work established by law for certain reasons. These include the following reasons:

  • time to care for a child up to one and a half years, 4.5 years - the maximum permissible total period;
  • periods of temporary disability;
  • periods of a citizen being unemployed, when he was registered with the Employment Center and received unemployment benefits;
  • military wives, when they were forced to live with their spouse in military camps for a period of no more than 5 years;
  • spouses of diplomats accompanying them in other countries who cannot find employment there, for no more than 5 years;
  • when a citizen is imprisoned, if he was subsequently acquitted;
  • periods of military service;
  • any periods of paid work employment contract or other community service;
  • the period of time when a person cared for an elderly pensioner over 80 years of age;
  • periods of time when care was provided for a person with 1 group of disability or a child with a disability.

All listed periods are included in the insurance period and are taken into account when calculating pension payments.

Every person of pre-retirement age should know the procedure for applying for an old-age pension and the procedure for calculating it. And also be sure to know the established requirements for future retirees.