SZV-STAZH: who takes it and when in 2021 (due dates)

From 2021, SZV-STAZH is filled out according to new rules. They were approved in September 2021 by PFR Resolution No. 612p dated September 2, 2020, and when filling out the SZV-STAZH in 2021, they must be taken into account.

Let us remind you that from 2021, insurance premiums are administered by tax inspectorates. She also accepts the corresponding calculations for them. But some of the personalized reporting remained under the jurisdiction of the Pension Fund. Employers fill out the SZV-STAZH once a year. We'll tell you how to do it correctly.

Filling out SZV-STAZH for 2021: form

The Pension Fund still needs data on citizens’ work experience. And since work experience was not reflected in the unified “Calculation of Insurance Premiums”, it was included in a separate report - SZV-STAZH with a filing frequency no later than March 1 of the year following the reporting one.

For 2021, filling out the SZV-STAZH and submitting it until 03/01/2021 inclusive.

The report is presented in accordance with the form introduced by the Resolution of the Pension Fund of December 6, 2018 No. 507p. Let us repeat that its new version was approved by Resolution of the Pension Fund of the Russian Federation dated 09/02/2020 No. 612p.

New form SZV-STAZH

The SZV-STAZH form, which must be used to report in 2021 for 2019, was approved by Resolution of the PFR Board of December 6, 2018 No. 507p. Note that there are no major differences from previous similar reports. The table reflecting information about experience is very similar to the same one from quarterly reports.

The Pension Fund of the Russian Federation added to the information on the length of service several related points relating to the policyholder:

• the number of persons for whom data on length of service was generated;
• summary amounts of accrued and paid contributions for the year and the debt on them at the beginning and end of the year;
• the presence of working conditions that give the employee the right to early retirement, and the number of such employees.

To reflect this data, Resolution No. 507p approved another form - EDV-1, which must be submitted along with the SZV-STAZH report.

Read more about filling out the EFA-1 form on our website in the material “EFV-1 form for the SZV-STAZH report for 2021: filling out.”

Next, you can use a direct link to download for free the current SZV-STAZH form for the report for 2021:

What has changed in SZV-STAZH?

The updated form has been updated in accordance with the current epidemiological situation: a new code “VIRUS” has been introduced for workers providing assistance to citizens infected with coronavirus. Insured person category codes have also been added for employees of companies and individual entrepreneurs belonging to small and medium-sized businesses and socially-oriented non-profit organizations.

Employers are required to comply with the format for submitting the report (clause 2 of article 8 of the Federal Law of 01.04.1996 No. 27-FZ):

• if there are 25 or more people in the report, only electronic submission is possible;
• if the report is submitted for 24 people or less, paper format is allowed.

Penalty for late submission of SZV-STAZH in 2021

In case of untimely submission of SZV-STAZH, the organization or individual entrepreneur faces a fine . Penalties amount to 500 rubles for each employee for whom a report was not filed. The company may also be fined if the report was submitted with incomplete or incorrect data. This is stated in Article 17 of Federal Law No. 27-FZ of 04/01/1996. In addition, the organization or individual entrepreneur faces an administrative fine for officials. It is 300-500 rubles. This is stated in Article 15.33.2 of the Code of Administrative Offenses of the Russian Federation. Also, an organization or individual entrepreneur may be fined if the SZV-STAZH is not issued to dismissed employees. In this case, the organization may receive a fine in the amount of 30,000 - 50,000 rubles; the fine for an individual entrepreneur or an official in this case will be 1,000 - 5,000 rubles.

Filling out SZV-STAZH: instructions

Drawing up the SZV-STAZH report is mandatory and does not depend on actual payments to employees.

Information about length of service is submitted by entities working with individuals under employment contracts or civil service agreements:

• organizations (including if the sole owner is the sole manager - letter of the Pension Fund of the Russian Federation dated 06/07/2018 No. 08/30755);
• IP;
• lawyers;
• notaries, etc.

Policyholders report at the place of their registration (Clause 1, Article 11 of Law No. 27-FZ).

The procedure for filling out the SZV-STAZH has one more nuance: simultaneously with information about the length of service of employees, an accompanying inventory is sent to the Pension Fund of Russia - EDV-1, approved by the same Resolution No. 507p. Section 3 of the inventory indicates the number of insured individuals for whom the policyholder submits the SZV-STAGE form.

Features of the SZV-STAZH report

When generating the SZV-STAZH report, you need to pay attention to the following features:

• if the employee did not have any payments in the reporting year, information about him still needs to be displayed in the report;
• if individual entrepreneurs, lawyers or notaries do not have hired personnel, they do not form SZV-STAZH for themselves;
• the report must also be submitted for the head of the company, if he is the only founder;
• if y is registered by the policyholder with the Pension Fund of the Russian Federation, then SZV-STAZH is surrendered at its location;
• if y is not registered by the policyholder with the Pension Fund of the Russian Federation, then information on its employees is included in the SZV-STAZH for the parent organization, and the report is submitted to the Pension Fund of the Russian Federation at the location of the company;
• employers do not have to submit a zero SZV-STAGE - the report will include data on at least one employee, and in their absence - on the manager (sole founder);
• separate deadlines for submitting the report are established in the event of liquidation or reorganization of the employer, termination of the status of a lawyer, or the powers of a notary (Clause 3 of Article 11 of the Law “On Persuchet”).

Procedure for filling out SZV-STAZH in 2021

The SZV-STAZH report form includes information about the source of payments and about each insured person:

Instructions for filling out the SZV-STAZH form in 2021 are given in section Appendix 5 to Resolution No. 507p.

The report indicates the reporting period is 2021.

The “X” sign indicates the type of information:

• initial form – submission of the initial report within the prescribed period;
• assignment of a pension - for data submitted ahead of schedule for persons who require current year information to establish a pension (submitted within 3 days after the employee contacts the employer);
• the supplementary form is submitted for persons whose information was not previously included in the report or was distorted in the original report.

Please note that sections 4 and 5 of the report with information on the calculation and payment of contributions are completed only when a pension is assigned. Such data is not indicated in the original and supplementary SZV-STAZH.

All codes necessary for filling out can be found in the “Parameters Classifier” given in the Appendix to the Procedure for filling out the form.

When do you need to submit a report?

The general deadline is March 1. In 2021, this day is a holiday, so the deadline will be March 2, Monday. The Pension Fund of the Russian Federation advises not to delay delivery and send the report in advance.

For all reports to the Pension Fund, the “rule 25” applies. If the number of hired employees is less than 24 people, then any report can be submitted both in paper and electronic form. If more, the report will be accepted only in electronic form.

There are cases when SZV-STAZH is taken earlier. If one of the employees wants to retire, the report is sent within 3 calendar days from the date of receipt of the application. During the reorganization or liquidation of the employing company, the report must be submitted to the Pension Fund within a month.

How to fill out SZV-STAZH: sample filling

Let's look at a sample of filling out SZV-STAZH using an example.

SZV-STAZH: example of filling

LLC "Light" is engaged in the rental of real estate. For the full functioning of an enterprise, two employees are enough: a director and a customer service manager. There are no special labor or territorial conditions.

Director – A.I. Morozova is at the same time the sole owner of Light LLC, and combines the functions of an accountant. In the period from July 1 to July 8, 2021, she was on sick leave, and from August 3 to August 16, she was on regular leave.

Account Managers:

• P.A. Voronin has worked at Light LLC since 2021 under the terms of an employment contract, but on 10/05/2020 he resigned from the organization of his own free will. In the period from May 11 to May 20, he took study leave.
• T.N. Kuznetsova was hired on October 19, 2020 and continued to work at the end of 2020.

In columns 6 and 7 of the report, the period of work in the company will be indicated, and column 11 is not filled in. If during the year an employee went on another vacation, this does not need to be reflected in the report as a separate line, except in cases of vacation of persons working in special conditions without paying additional insurance premiums (the code “DLOTPUSK” is indicated in line 11 for them). It is necessary to distinguish between educational and unpaid leave (codes “UCHOTPUK” and “NEOPL”, respectively), parental leave (“CHILDREN”), periods when an employee is on sick leave (code “VRNETRUD”), etc.

Another insured, A.P. Ivanov, performed repair work for LLC Light under a contract in the period from 11/02/2020 to 11/25/2020. Payment under the agreement was made in November 2021 (in this case, in column 11 “Additional information” the code “AGREEMENT” is entered, and if there was no payment - “NEOPLDOG”).

A sample of filling out the SZV-STAZH report for 2021 looks like this:

Frequently asked questions about SZV-STAZH

Question. Is it necessary to take SZV-M if the organization has no employees and no accruals?

Answer. According to the law, the SZV-STAZH report must be submitted if the organization or individual entrepreneur has employees who work under contract terms. This is stated in paragraph 2.2 of Article 11 of Federal Law No. 27-FZ of 04/01/1996. However, there are situations when there are no employees and no accruals; what to do in each case is clear from the table.

Help SZV-STAZH - legal norms and purpose

The main document regulating the confirmation of the work experience of each working person is the SZV-STAZH certificate. The main provisions for its purpose, formation, as well as the procedure for provision are regulated by the Resolution of the Board of the Pension Fund of the Russian Federation dated January 11, 2021, number 3p.

The abbreviation SZV-STAZH means “Information about the insurance experience of insured persons.” This implies the purpose of this form - the formation and recording of summary information about the length of service and pension contributions, the periods when the employee was on the ballot, on vacation, was fired or retired. Please note that the data specified in the form is included in personalized reporting, which is involved in calculating the insurance pension of a working person.

If we look at the recent history of this type of reporting, let us explain: previously, data on insurance contributions aimed at compulsory pension insurance were reflected in the RSV-1 form (Calculation of insurance contributions), but today it has been cancelled. Currently, a unified calculation of insurance premiums (ERSV) is used for reporting by employers, but it does not include data on a person’s insurance experience. In order to fill this gap, a new format has been introduced in 2021 - SZV-STAZH.

This form is prepared by employing companies of all legal forms: individual entrepreneurs with 1-3 employees, and large enterprises.

This report is generated by employing organizations if they paid remuneration to the following persons:

• employed employees;
• individuals working under civil contracts;
• physical persons who have received royalties from the company;
• physical persons when making payments under license agreements;
• the founder as a single person (who is also the general director).

In general, a certificate is generated for all payments when, in accordance with the legislative norms of the Russian Federation on taxes and fees, insurance premiums were charged on them.

The deadlines that must be observed for various types of certificates are as follows:

1. Until March 1 of each year after the reporting period (year) - to the Pension Fund. In this case, you can send a report using the SZV-STAZH form as soon as all the data has been prepared and verified. There is no need to wait until the deadline. As soon as the fund inspector checks the certificate, the declarant will be given confirmation that the report has been accepted, but if errors are found in it, a message will be sent to the employer about the need for adjustments in the employee’s insurance information. Note that the standard rules for employers apply here:
   If the company has more than 25 people on staff, staff reporting is submitted only electronically. The SZV-STAZH certificate is no exception. Electronic document flow is organized with the help of EDF operators; to transfer data, a company official must have a qualified electronic visa;
2. if the number of employees does not exceed 25 people, the report can be submitted both electronically and on paper;
3. if the employing company does not submit a report in the appropriate form, the document will not be accepted.
4. 1 calendar month is given for preparing and submitting a document upon liquidation of an enterprise. In this case, the report must be completed for the period from January 1, 2021 to the date of closure of the company. In this case, the certificate is submitted both on paper and on a USB drive.
5. Within three days, the employer is required to issue a certificate if the employee submits a retirement application to him.
6. On the last day of work or upon request, the SZV-STAZH is issued upon termination of the employment contract.

License

Any tariff for the “Reporting via the Internet” service.

1. In the “PFR” section, create a new report and select the “Information on the insurance experience of insured persons” form.
   How to form “SZV-STAZH” to assign a pension?
2. At the first step of the wizard, select “SZV-STAGE” and specify the type of information:
   • “Initial form” - to submit primary information about all insured persons;

   “Supplementary form” - information about those employees whose data was not taken into account due to an error in the primary report.

Click Next.



3. On the “List of Employees” tab, click “Add Employee” and select the employee.

   

4. Click “Add information about the periods of work of the insured person”, click “Add” and fill in the period of work. If you have questions, use the help.

   

5. Once all employee information has been filled in, click Next and then Finish.
6. Check and send the information to the Pension Fund.

The report will be accepted when the pension fund sends a positive protocol.

How to form

ONLINE.SBIS.RU
SBIS 2.4

VLSI 2.5

1. In the “Reporting/Pension” or “Accounting/Reporting/Pension” section (depending on the configuration), create a report “SZV-STAGE Information on insurance experience”.
   How to form “SZV-STAZH” to assign a pension?
2. Depending on the type of information, select a section:
   “SZV-STAZH (ref)” - to submit primary information about all insured persons;
3. “SZV-STAZH (additional)” - only about those employees whose data was not taken into account due to an error in the primary report.
4. Click "+ Employee" and add employees.

   

5. Expand information about the employee and check his SNILS.
6. Click “+ Operating period” and fill in the data. If you have questions, use the help.

   

7. After the details of all employees have been filled in, check and send the information to the Pension Fund.

The report will be accepted when the pension fund sends a positive protocol.