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Rules for drawing up a certificate of salary in the Pension Fund for granting a pension
To receive pension benefits, you need to prepare a package of documents, which are subsequently provided to an employee of the Pension Fund of the Russian Federation. It includes a certificate of the citizen’s salary, which is taken from the employer.
Attention! Typically, a salary certificate is Form 2-NDFL, but to submit it to the Pension Fund, it is not necessary to draw up the paper in accordance with all the rules. The document contains a list of information required to be reflected:
- Instead of a header, an imprint of the enterprise is placed, which reflects all the basic information about it. If there is no such stamp, the data is filled in in writing and a stamp is affixed below;
- Last name, first name, patronymic of the employee, as well as his date of birth. However, some businesses do not bother to record information about the age of the former employee;
- How long does the employee work at the company? In this case, the exact periods and total service life are reflected;
- The amount of the employee's salary reflected by month. Annual income is also taken into account when drawing up the certificate;
- The currency in which the employee is paid. This is a requirement for all financial documents. It is enough just to write the final amount in words.
The certificate reflects the amounts that were accrued to the employee and not received by him. Thus, the deduction of 13% personal income tax is taken into account when filling out the document.
There are accruals that should not be taken into account when calculating your pension. These include:
- compensation issued to an employee in connection with unused vacation;
- payments due to the mother during the period of child care.
The note to the certificate reflects information on the calculation of temporary disability certificates.
The certificate reflects information that the employer transferred the required contributions to the Pension Fund of the Russian Federation on behalf of the employee. Their exact size is indicated. In addition, copies of payment documents confirming the sending of contributions are additionally attached. Sometimes such papers are not provided.
The certificate is affixed with the seal of the organization, as well as the signature of the general director and chief accountant.
How to find out the size of your pension on the State Services website
An automatically generated letter is sent to the specified email address.
There is a link in the text, by clicking on which the user will confirm that he has indicated the correct address.
An alternative option is to receive an SMS with a code on your mobile phone. To confirm registration, the user enters it.
After registration, not all services are available to a citizen.
You can do this in several ways:
- request delivery of an identity verification code by mail.
- at the Community Service Center;
- through a request for an enhanced electronic signature;
Most often, people turn to the Service Center to register.
Citizens submit the necessary documents to a specialist who enters the information into the database.
How to obtain a salary certificate for calculating a pension through government services » Lawyers' Bureau
- Application to the archive for confirmation of work experience
- Sample request to the archive
- How to make a request to the archive on the Internet
How to make a request to the archive on the Internet Dear readers!
When assigning a pension, pension fund employees carefully check the documents. Obtaining an archival certificate is a free government service that can be obtained at multifunctional centers (MFC).
Archival specialists work and serve (help) readers during reception hours.
Otherwise, the fund's employees will help you formulate a request to the archive and tell you where to go to restore the necessary information. Also, the fund must retain personalized reporting data for the period since 1996. They contain information about the actual earnings of each Russian (provided that he received a white salary).
Archival authorities are often the only source of documentary evidence of income. If an organization was liquidated in accordance with the procedure established by law, then it was obliged to transfer all documents to it.
It is possible that the company was simply reorganized, then the documents could be transferred for storage to the successor or a higher structure.
Why do you need a certificate?
To receive a pension, a future pensioner must prepare a package of documents, which includes the following papers:
- passport;
- SNILS;
- military ID, if available;
- employment history.
The work book is the main document that makes it possible to determine the employee’s length of service. However, you will also need to obtain a salary certificate from your employer, because its size directly affects the amount of your future pension.
A work book is required to record work experience up to 2002. After this period, all deadlines are contained in the automated system of the Pension Fund of the Russian Federation.
Important! To calculate income for the period before 2002, the automated system takes the period from 2000 to 2001. However, if at this time a citizen received a small income, and in other periods his salary was higher, he may request a recalculation. Moreover, the average monthly salary is calculated based on the salary for any five years.
In our time, there is no need to provide a salary certificate to the Pension Fund. This rule was enshrined in a regulatory legal act that has lost legal force (Resolution of the Ministry of Labor of the Russian Federation No. 16 of 2002). However, when applying for a monthly state benefit, specialists of the Pension Fund of the Russian Federation do not pay attention to this fact and continue to request a certificate.
Pension points since 2015
Calculated for each year of work experience. For the calculation, the salary is taken, on which insurance premiums are calculated. Contributions to the FS – 22%. 16% goes to the formation of the insurance (10%) and funded (6%) part of the old-age labor pension. Let's assume that a citizen does not want to form a funded part separately.
To find the number of points earned in 2015, you need to:
Download the calculation of average earnings for a pension.
IPCs for different periods are added up and multiplied by the point value accepted at the date of retirement.
This is a simplified calculation without taking into account increasing factors, interrupted service, etc.
Where can I get it
A certificate for the Pension Fund is obtained from the accounting department of the organization in which the future pensioner worked. In small firms, you need to verbally ask the chief accountant to draw up a document. In some organizations, the preparation of such paper is directly carried out by the manager.
In large organizations, it is required to draw up a request application, which reflects the name of the document, the full name of the employee, as well as the purpose of the paper.
There is no single approved form. Each enterprise develops a document form independently. There is information that must be included. Professional accountants usually know this.
The finished document must be certified with a seal. Signatures of the chief accountant and manager are required.
Attention! Our qualified lawyers will assist you free of charge and around the clock on any issues. Find out more here.
What is important to know about the new pension bill
In cases of registration of a special category of pensions (for example: for work in hazardous working conditions, individual entrepreneurs), you should apply for early verification of documents at an earlier date. If necessary, Pension Fund employees: - will provide explanations on how to make a request to archival authorities, which are often the only source confirming a citizen’s work activity; — will provide assistance in sending requests to former employers in Russia to provide additional necessary documents confirming insurance experience or work experience with special working conditions; — check the correctness of the documents, evaluate the completeness and reliability of the information contained in them.
Where can I get salary information if the company is liquidated?
If the enterprise where the future pensioner worked is liquidated, a citizen can apply for a certificate to the successor company, that is, an organization that was formed after the closure of the previously established company.
If there are no successors, you will need to contact the archive. All papers related to the existence of a previously closed enterprise are stored here.
The archive worker independently fills out the certificate in any form convenient for him. If he does not have any information, then the information does not have to be included in the document.
Watch the video. New salary certificate:
Tip 1: How to get a certificate from the archive
Call and find out about reception hours, as well as the set of necessary documents.
2 State your problem and make an appointment if the archive is located in your locality. If the archive is located in another city or country, send a request for a certificate from the archive by registered mail with notification to be sure that it will not get lost in transit.
3 When making a request to be sent by mail, please indicate your full name. fully. Write the reason for the request, for example: “I (full name) ask you to send me an archival certificate (indicate which one) due to loss (or write another reason).
Put the date and sign. 4 Attach to your request a copy of your passport or any other document proving your identity, as well as a document indicating your involvement in this certificate. 5 When filling out an application at an appointment in the archives, have your passport (original) or power of attorney (original) with you if the application is being filled out by another person.
For what period is a certificate drawn up to assign a settlement?
Please note! According to the current Russian legislation, when calculating a pension, you can take two periods to calculate your average monthly earnings:
- wages for the period from 2000 to 2001;
- salary for any five consecutive years.
According to statistics, the best years for which the highest average monthly salary is calculated are 1976 - 1986.
It is not difficult to understand which option to choose. There is no need to select a five-year period if, from 2000 to 2001, the employee received:
- 2900 rubles for areas where the salary coefficient is 1.8, for example, the Republic of Sakha (Yakutia);
- 2600 rubles, where the coefficient is equal to or greater than 1.6, for example, Murmansk region;
- 2100 rubles, where the salary coefficient is equal to or less than 1.5, for example, the Republic of Udmurtia.
The size of the future pension directly depends on the previously received wages. That is why years are so important when calculating security when determining average monthly income.
What does a pension consist of?
The insurance pension (formerly called labor pension) is calculated according to the formula:
number of points * cost of one point.
The cost changes annually and is approved by Government Decree. Those citizens who have earned at least thirty points during their working life have the right to pension provision. The total pension includes the insurance part and a fixed payment (previously the basic part). The size of the fixed payment is also approved at the state level.
That is, only points need to be calculated. And their number depends on the salary.
Legislative framework in the field of pensions
The Appendix to the Order of the Ministry of Labor of 2014 No. 958n does not contain regulations regarding salary certificates. However, the following documents are required from a citizen to calculate pension benefits:
- Identity card (passport).
- SNILS.
- Certificate of average monthly income for the working periods of 2000–2001. If there is no work experience during this time, information for 60 months before 2002 is provided.
- Confirmation of insurance experience.
In the latter case, confirmation is carried out in accordance with the rules established by Decree of the Government of the Russian Federation of 2013 No. 1015. It is used as evidence of official employment and monthly deductions. When working under another form of employment, for example, a copyright license or a GPC agreement, copies of contracts and certificates from the local PF body about regular deductions from the customer are provided.
The certificate is not provided only if the citizen did not have an official place of employment or the wages were very low.
preferential certificate and additional documents
- Sample benefit certificate - ;
- List of documents of the observation case - ;
- A form specifying the special nature of the work - .
In the line with the grounds for issuing the certificate, all necessary documents are indicated - orders for hiring and dismissal, salary invoices, time sheets, etc.
If the name of the enterprise is changed, this fact must also be reflected in the reference document. In this case, the date when this change occurred is indicated and a link to the corresponding document is given.
When filling out the form, you must follow the regulatory documents, one of which is the already mentioned Government Resolution. It spells out special rules that make it possible to calculate those periods of work that can directly affect early retirement.
The completed paper must be signed by three persons - the employer, the head of the human resources department and the chief accountant.
Important! The employer is responsible for the truthfulness of the information entered in the form. If errors are detected, Pension Fund employees may refuse to accept the preferential certificate.
AutoJurist legal assistance
To clarify the procedure for appealing the actions (inaction) of the Center inspector and to assist in preparing a complaint, the consumer contacts the head of the Center, whose contact details are listed in Appendix 3 to this standard. Information on the procedure for appealing actions (inaction) of a Center inspector can be obtained by calling the Center's information and reference service: 58-00-58. 21.
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