What documents are needed to apply for a preferential pension?

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Published: December 25, 2017

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All working citizens who have earned work experience for a well-deserved rest acquire the right to receive social security. However, there are categories of employees who are entitled to benefits upon retirement. This depends on the type and conditions of the activity they carry out. The procedure for processing such a payment is stipulated by law and has its own peculiarities. It is important to know what documents are needed to apply for a preferential pension, and when is the best time to start collecting them.

• 1 Who can claim benefits when applying for a pension
• 2 What papers are required?
• 3 Conditions for receiving early maintenance

Full list of people entitled to early retirement in 2020

We list who can count on early registration of pension benefits:

1. Workers who have the required preferential length of service for working in difficult and dangerous working conditions.
2. Persons who worked in the Far North or equivalent areas (Article 33 of Federal Law No. 400).
3. Teachers and medical workers with teaching (25 years) or medical (30 years) experience.
4. Mothers of many children who gave birth and raised five or more children up to the age of eight (they acquire the right to a pension at age 50).
5. Mothers (or fathers) who raised a disabled child from childhood. They have the right to retire five years earlier than the generally established age: women at 50 years old, men at 55 years old.

The full list is contained in articles 30.32 of Federal Law No. 400.

Additional requirements

The preferential allowance is issued only to those who have managed to accumulate 30 pension points, also called the individual pension coefficient. It, in turn, depends on various indicators such as the average salary, as well as the fact that the employer pays contributions to the Pension Fund. In general, we can say that the higher the individual pension coefficient, the higher the so-called “white” salary of a citizen during his active life.

The amount of future payments can be calculated independently if you specify your IPC when submitting an application. In addition to the fact that the Pension Fund will tell you how to apply for a preferential pension, employees will tell you the exact value of the individual coefficient. It is worth noting that this value may also depend on the applicant’s living conditions. If the state recognizes them as severe, then an increased coefficient will be calculated for such a pensioner. For example, such workers include those who, for a certain time or throughout their lives, worked in the Far North and regions that are equivalent to it.

Conditions for receiving an early pension in 2021 in Russia

Please note that there are special conditions for those who want to retire early based on length of service.

Calculation of pension in 2021 and registration - how the pension is formed, what documents are needed

The conditions are:

1. A citizen must have an insurance period of 42 or 37 years, respectively, for men and women.
2. A Russian citizen should have no more than 2 years left before his official retirement.
3. The retirement age must be 60 (for men) or 55 years (for women).

Representatives of the Pension Fund of the Russian Federation will be able to tell you whether you can get a pension early, so it is better to contact the institution directly for advice.

How the Pension Fund will make a decision regarding your becoming a pensioner-beneficiary

After receiving the application, the Pension Fund of our country will make a decision in several stages.

1. The first stage will be to sort the documents and send them for verification. This is necessary to conduct business without confusion. Such registration is carried out very quickly, therefore, there is no need to be afraid that anything will stall at this stage.

   Your rights will be verified according to the data specified in the application and the documents attached to it.

2. At the second stage, the application will be completed and the information matches the attached documents specified in it. Simply put, at this stage specialists will check whether you have rights to actually receive this pension.
3. At the third stage, specialists from this institution will begin to verify the original documents provided by you and the copies. It often happens that people trying to cheat deliberately change information on copies of paper so that they are given permission to retire and receive benefits. As a result, this stage of work often takes Pension Fund employees a truly enormous amount of time.
4. At this stage, provided that the papers you have attached have passed all other stages of verification, the submitted application will be registered, and you will also be given a receipt containing the following information:

• date of immediate receipt of documents;
• a list of documents that the department considered necessary to additionally require from you;
• the time frame within which the missing documents must be provided in order for you to achieve your goal.

You can send documents for verification to the Pension Fund by mail

Please note: it is indeed very, very important to submit papers to the Pension Fund in a timely manner if its employees have required you to provide additional names. The period within which they need to be delivered is usually 3 months . If you were unable to submit the papers during this time, your application will be cancelled.

List of documents for registration of early pension

The most important thing is to know what documents are needed to apply for an old-age pension, otherwise your pension benefit will be denied.

We list what documentation should be prepared by the Pension Fund:

1. Work book.
2. Certificate from place of residence.
3. SNILS.
4. Certificate of income for 5 years.

Important: In order to receive additional increases to your pension, you must collect additional certificates that confirm the fact that you should receive bonuses!

What does the law say?

Issues that are directly related to the assignment of early pension payments are regulated by federal legislation.

Thus, the main regulatory document is the federal law “On Insurance Pensions”. In particular, Article 30 of this law establishes the appropriate circle of persons and the rules for assigning early pension payments.

In addition, the Government of the Russian Federation also carries out legal regulation of this issue, issuing relevant resolutions.

Also, today the regulatory legal acts issued during the existence of the USSR have not lost their relevance. Thus, by the Decree of the USSR Cabinet of Ministers of January 26, 1991, special lists of professional activities associated with difficult and hazardous conditions for health were approved, giving the right to preferential retirement.

Registration of early pension for military pensioners and list of documents

Military pensioners can apply for a pension before reaching the required age.

Please note that they (military personnel, police officers and the Ministry of Emergency Situations) by law have the right to receive a pension after 20 years of service, not earlier.

Also, people in this category can apply for a pension with a total work experience of 25 years, if they have completed at least 12.5 years of military service.

List of documents for obtaining a pension for military pensioners:

1. Passport.
2. Prescription.
3. Military ID or other document that confirms the fact of service in the army or other law enforcement agencies.
4. Private bussiness.
5. Certificate of registration.
6. Clothing and cash certificates.
7. Insurance pension certificate.
8. Employment history.

It is important to prepare the entire list of documents on time in advance!

Preferential professions

Resolution No. 10 of January 26, 1991 (as amended on October 2, 1991) – establishes lists of preferential professions for specialties. Citizens working in these positions use the right of a pensioner earlier than usual. These lists of professions are approved by the authorities and give the right to benefits to certain categories of citizens.

Table of positions eligible for early retirement:

Interesting information: Travel benefits for pensioners on public transport: commuter trains, trains

The listed positions in the resolution are divided into only two lists.

Important!

The periods of work approved by the second list, as well as other periods of work with special conditions, are not added to positions according to the first list. The exception is insufficient experience under non-standard working conditions.

All of the listed professions are directly related to hazardous working conditions, which is accompanied by inherent danger. They can lead to various occupational diseases, as well as complete or partial loss of ability to work.

Also, according to Federal Law No. 173 of December 17, 2001, there are also preferential professions in the educational sphere of labor:

• directors and head teachers;
• teachers and educators;
• speech therapists and defectologists;
• psychologists;
• music directors.

In addition to the list of professions, the law approves lists of educational institutions:

• lyceums, schools;
• schools, cadet corps;
• orphanages, boarding schools;
• nurseries, kindergartens;
• ballet and music schools;
• schools - sanatoriums;
• Suvorov and Nakhimov naval institutions;
• and so on.

Job and agency titles may change. Eg:

• the category educator means: teachers of kindergartens, schools, after-school education, etc.;
• The gymnasium includes: school - gymnasium and school - lyceum.

The basic rule for assigning a preferential pension is the increased degree of psychophysical stress in the education sector.

Thus, the law establishes not only preferential professions, but also institutions and areas of work.

When to apply to the Pension Fund for early pension?

According to Russian legislation, it is planned to gradually increase the timing of retirement.

Phased increases of 1 year will occur annually until 2025, when the new limits are reached:

1. For men - 65 years old.
2. For women - 60 years.

New pension reform in Russia - retirement table

Citizens who want to apply for an early pension will have to contact the Pension Fund in advance, when the retirement age has not yet reached the established limits.

For example , men who have worked in the Far North for 15 years have every right to apply for a pension at 55 years old, and women at 50 years old.

What papers are required?

It is recommended to start the procedure for completing the documents necessary for early retirement, so that they are fully prepared by the time the scheduled time arrives. Most often, this is done by the HR department of the enterprise or the employer.

It is advisable to take the first steps to collect the necessary certificates approximately several months before the start of the term, because this process can take quite a long time. In addition to the application submitted to the local branch of the Pension Fund, you will need to provide the following documents:

• passport or identity card;
• insurance certificate confirming registration in the pension system;
• work book or extract confirming the relevant length of service;
• certificate of average earnings from the last place of work;
• documents confirming the existence of dependents and minor children;
• for male citizens, military ID;
• certificate confirming the harmfulness of production;
• information from a medical institution about the existence of a disability.

You should check with the specialists at the Pension Fund department about what other certificates will be required additionally. Various types of activities may require all kinds of additional papers, the collection of which sometimes becomes very difficult. For example, if you need long-standing information about work carried out in a remote area, a request for this experience, confirmation of the period worked, especially if it falls on the Soviet or post-Soviet era, and especially information about wages, which are often not preserved in the archives. This will take quite a long time.

You can submit documents to the Pension Fund in different ways:

• bring it personally and hand it to a specialist,
• convey through a representative;
• send by post.

An indispensable requirement is to satisfy all necessary established requirements: copies must be certified, and a power of attorney must be issued to the authorized person. The application is submitted one month before the expected date.

If the documents for applying for a preferential pension are submitted in full in advance, specialists will consider the application within ten days and inform you of the decision. If a positive conclusion is made, the pension will be accrued from the day the application is submitted.

The procedure for applying for an early pension and possible reasons for refusal

To apply for early retirement, you need to follow the following points:

1. Collect all necessary documents.
2. Contact the Employment Center with a completed application.
3. Within 30 days, wait for a decision on either refusal or offer of retirement.

Pension Fund employees often refuse to apply for early pensions to applicants.

This is possible for the following reasons:

1. A citizen does not have the right to early retirement.
2. There is no package of documents (or part thereof) confirming the right to early pension provision.
3. Submission of documents was carried out during the suspension or complete termination of unemployment deductions.
4. In the event of complete liquidation of the enterprise where the candidate worked, wishing to retire prematurely.

There are other reasons for refusal. But in order to defend your right to early retirement, you need to contact higher authorities.

If there are no documents about experience

If there are no documents on special or general experience before 2002, information can be obtained from the employer in the personnel and accounting department. If the company has already closed, but it has a legal successor, the corresponding certificate will be issued by the accountant and personnel officer of the new company. If there is no legal successor, you will have to request information from the archive.

But situations often arise when the archive refuses to issue information because it does not have the appropriate documents. In such cases, citizens can either look for 2 witnesses who worked with them during the disputed period.

There is another way - to establish length of service in court. The fact is that the courts have the authority to request, among other things, classified information from the tax office and the Pension Fund of the Russian Federation. Consequently, if the company made tax deductions for the employee, then on their basis it will be possible to restore both the length of service and calculate the salary.

Preferential pension for medical workers and teachers in 2021 - length of service and terms of release

Under the terms of the old legislation, teachers and doctors had the opportunity to retire early if they had a certain length of work experience in their profession:

1. For teachers - 25 years of teaching experience
2. For medical workers - 25 years of special experience in rural areas or 30 years in the city.

The retirement dates for teachers and doctors, according to the new law, are presented in the table:

Thus , starting in 2023, a new regulatory deadline for obtaining a preferential pension will be established for all medical and teaching workers - 5 years after receiving the required number of years of special experience.

Example of IPC calculation

The determination of the individual pension coefficient is carried out by Pension Fund employees on a first-come, first-served basis. The method of such calculation is well-known, and therefore people entering retirement often carry out calculations on their own. The individual pension coefficient is multiplied by the cost of one coefficient. To get a complete picture, you will need to obtain all the documents necessary for a preferential pension.

For example, a worker in hazardous production has accumulated 150 IPC points over a certain period of time, and his total work experience gave him another 100 points. In 2021, the cost of one coefficient is 78 rubles 28 kopecks. Thus, the accumulated 250 points are added up and multiplied by this amount. The result is 19,570 rubles.

Early pension for residents of the Far North - retirement table

For citizens who, due to work in the Far North and equivalent areas, retire early, the law on pensions from 2021 also provides for a number of changes regarding increasing the period of working capacity.

Let's consider when pensioners will be able to apply for benefits:

It turns out that for men working in the Far North and equivalent areas, the transition period will last from 2021 to 2023. At this time, they will experience a gradual increase in age. Starting from 2023, the retirement age for them will be finally fixed at 60 years.

And for women, the transition period will apply in the same years. The final value will be fixed in 2023 - 55 years.

Who has the right to registration

The complete list of all kinds of professions that fall under this classification includes many items and sub-items. All current changes are listed in Federal Law No. 173.

Other professions include the following:

• divers, firefighters and rescuers of the Ministry of Emergency Situations;
• theater artists;
• school and university teachers;
• employees of prisons and colonies;
• drivers of trams, buses and trolleybuses for urban use;
• pilots in civil aviation;
• workers in underground mines, hot shops and other similar places;
• metro and train employees;
• civil and military sailors;
• workers in the Far North and regions equivalent to it;
• engaged in search work on a regular basis;
• logging workers;
• girls working intensively in production, processing, packaging and textiles;
• female tractor drivers and female operators of unloading and loading, construction and road machinery.

It is also worth noting medical workers, but for them the calculation has many nuances, which they certainly become familiar with when entering the profession. For any of the listed specialties, a general list of documents is required to obtain a preferential pension. In addition, employees in certain industries are often required to present highly specialized papers confirming certain facts about the employee.

Conditions for granting a disability insurance pension

To assign a disability insurance pension, the following conditions must be met:

• recognizing a citizen as disabled and establishing a disability group is carried out by the federal institution of medical and social examination and sends an extract from the medical and social examination report of a citizen recognized as disabled within 3 days from the date of the decision to recognize the citizen as disabled to the body providing his pension;
• having at least one day of insurance experience. If there is no insurance experience at all, then a social disability pension is awarded.