Application to the Pension Fund for pension recalculation

Who has the right to apply for pension recalculation?

Recalculation is the procedure for clarifying the amount of a previously assigned pension benefit in favor of a specific citizen, that is, the applicant. Not all Russians can apply for recalculation. Here are the conditions when you can recalculate pension payments:

1. Only a pensioner can do this. That is, a citizen who has previously been assigned an amount of pension payments. Therefore, if you are not a pensioner, then you have no right to demand recalculation. First you will have to apply for the state pension itself, and only then demand a recalculation.
2. The recipient does not agree with the assigned payment amount. Simple dissatisfaction with the size of government provision is clearly not enough. Documentary evidence will be required: the applicant will have to confirm to the Pension Fund the illegality of the calculation.
3. Evidence and documents have been presented. For example, if the calculation of the pension does not take into account working periods, then the applicant must provide evidence. These may be employment contracts, work books, certificates and extracts and other documentation.
4. Exceptional grounds for recalculation. All grounds for recalculation should be divided into general and exceptional. Under general conditions, the Pension Fund recalculates pensions without an application. For example, when indexing pension points. But exceptional grounds are a set of individual circumstances from the lives of citizens that directly affect the amount of pension payments.

The instructions on how to apply for pension recalculation are simple:

1. Assemble the bases.
2. Fill out an application.
3. Collect additional documents.
4. Contact the Pension Fund.

How to recalculate a pension for a non-working pensioner

A citizen can apply for this procedure directly to the Pension Fund or MFC. A pensioner can also register on the Pension Fund website and send an electronic application to change the amount of the pension. The time frame for consideration of the request will not change and will be 5 days. The procedure for recalculating pensions is as follows:

1. A non-working pensioner submits an application to the Pension Fund in one of the listed ways, along with a package of documents containing the grounds for the recalculation.
2. Pension Fund employees responsible for calculating pensions check the application along with the documents. This procedure takes 5 days.
3. After 5 days, the pensioner will receive a notification from the Pension Fund of the Russian Federation at his residence address or to his email address (if the application was submitted on the website). If the recalculation was approved, then the next month the individual will be accrued a larger pension.

Application procedure

A citizen can submit a document in person or through his official representative. It is also not necessary to visit the Pension Fund. The application can be sent through the MFC, mail or the official website of the Pension Fund. The form already contains the necessary fields to fill out, so the pensioner only needs to enter the necessary information there. It is better to fill out the application in block letters. The document must contain:

• full name of the territorial body of the Pension Fund of Russia;
• applicant's passport details;
• the reason for the recalculation;
• a list of documents that will be submitted along with the application;
• date of filing.

What documents are needed

In most cases, when recalculating a pension on an application basis, a citizen will be required to have a passport indicating the place of registration and SNILS (individual personal account insurance number). The Pension Fund requests other certificates and official papers if information about them is not available from government agencies. Additional documents that may be required when submitting an application are:

• children's birth certificates;
• certificate of disability;
• proof of official employment and termination of the employment contract (work book, certificate from the former place of work, etc.);
• extract from the personal account of the insured person;
• a certificate confirming guardianship of a person under the age of majority.

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Deadlines for submission and review

A non-working citizen can submit an application to the Pension Fund immediately after he has the right to recalculate pension payments. After a government agency employee has accepted a package of documents from a pensioner, 5 working days must pass. This is how much time it will take for the Pension Fund to make a decision regarding a citizen’s request. If a pensioner submitted an application after the time when the rights to recalculate the pension arose, compensation will not be paid to him.

Grounds for recalculating pensions

To recalculate, it is not necessary to fulfill all the conditions at once. A pensioner has the right to submit an application even without compelling reasons. The Pension Fund will accept the application, check it and report the result.

Recalculation without a pensioner’s application

According to the current legislation of the Russian Federation, payments to pensioners can be reviewed and recalculated even without their desire and participation (without an application). This happens mainly in situations with working pensioners for whom the organization pays insurance premiums and who received a pension before 2015.

In such cases, the Pension Fund itself recalculates (taking into account the individual coefficients of citizens) pension payments for old age, loss of a breadwinner, disability, or if a citizen switches from one type of pension to another. Such recalculations are carried out by the Pension Fund, usually in August of each year.

For the so-called “non-declaration” recalculation of pensions, special coefficients were even introduced, which the Pension Fund has no right to increase. For those citizens, for example, who do not have any savings, this is a coefficient of 3.

Also, recalculation without a separate application from the pensioner is carried out by the Pension Fund when the pensioner turns 80 years old. In this case, for the rest of his life, he will receive a permanent increased old-age pension.

Also, the pension is revised without declaration if a person’s disability group changes. The pensions of all pensioners are recalculated (as a plus) without their knowledge or statements when the so-called “increase in pension points” occurs.

And finally, if a person receives money in the form of a funded or fixed-term pension, the government agency recalculates the pension amount without any applications or requests, as already mentioned, in August of each year.

At the same time, when revising the amount of accruals, the following factors are taken into account:

• investing a person's savings;
• how large an amount was not taken into account when an urgent payment was assigned during the last recalculation

Principles for recalculating pension payments

The actions of representatives of the Pension Fund of the Russian Federation during the recount are carried out in strict accordance with the established regulations (Resolution of the Board of the Pension Fund of the Russian Federation No. 16p dated January 23, 2019). The algorithm of actions has a number of features. Let us note the key principles of recalculation:

1. The basis for recalculating a pension is a written request from a citizen. The appeal is drawn up in person or through an authorized representative.
2. You can submit the form in person by making an appointment at the Pension Fund. Or through the MFC, if there is no territorial branch of the Pension Fund in your locality. It is also possible to send an appeal by mail or via the Internet. For example, using the State Services website or your personal account on the website of the Pension Fund of the Russian Federation.
3. When submitting your application, you will receive a notification that your documents have been accepted. The notification is issued in person or sent by letter or email. This form confirms the fact of the application.
4. Recalculation is made only from the 1st day of the month following the month in which the citizen’s official application was received. Recalculation rules differ for working and non-working pensioners.

Documents confirming the grounds for recalculation must be attached to the application. If such documents are not provided with the application, Pension Fund employees will request them separately. In this case, the recalculation process may take an unlimited amount of time.

Making an application: step-by-step instructions

According to the current regulations of the Pension Fund, citizens will have to draw up an application for recalculation of their pension in the established form. The form is enshrined in Appendix No. 2 to Resolution of the Board of the Pension Fund of the Russian Federation No. 16p.

The form has a rather complex structure. Use step-by-step instructions:

Step 1. In the header of the document indicate the name of the territorial branch of the Pension Fund to which the application will be sent.

Step 2. Now fill out Information Block No. 1, indicating one by one:

• FULL NAME. the applicant;
• insurance number;
• citizenship;
• registration and residence addresses;
• phone number;
• We enter the passport data in a special plate;
• Determine the gender of the applicant - put a mark in the appropriate field.

Step 3. Information block No. 2 is filled out only if an authorized representative is involved in the registration. Fill in the appropriate fields about the attorney. Please provide the details of the power of attorney separately.

Step 4. In Information Block No. 3 of the application, indicate the type of pension that needs to be recalculated. Make marks opposite the reasons for the recount. It is allowed to make several marks at once. If the required reason is not available, then enter it in the appropriate “Other” field.

IMPORTANT!

If you need to recalculate several types of pensions at once, you will have to fill out an application for each type. Otherwise, there will be confusion in the document, which will delay the consideration of the issue.

Step 5. In Information Block No. 4, we indicate information about the current status of the applicant. We note whether the citizen is currently working. Then we determine the number of dependents. If they are missing, then we write the word “no”.

Step 6. Get acquainted with the information from block No. 5.

Step 7. In block No. 6 you must indicate all the documents attached to the application.

Step 8. Information block No. 7 is intended to indicate the feedback form. The applicant independently determines the method convenient for him.

Step 9. In the last column, indicate the date of the application. Put your handwritten signature and indicate the transcript.

This is what a completed application for recalculation of pensions for working pensioners looks like:

Pension adjustment

The legislation provides for 2 ways to change the amount of cash support for unemployed people: without an application and by submitting an application to the Pension Fund. In the first option, the pensioner’s intervention is not required, because Representatives of government agencies will independently change the amount of payments. This can happen when a non-working citizen reaches 80 years of age or receives a new category of disability.

In the second case, the amount of the insurance benefit may be subject to indexation due to contributions received from the employer, due to moving to another place of residence and for other reasons. If we are talking about recalculation due to work activity, the amount of the increase will be calculated using the formula P2=P1+(IPK*SPK), where:

• P2 – pension payment indicator after recalculation;
• P1 – indicator of pension payment before recalculation;
• IPC – individual pension coefficient;
• SPK is the cost of the pension coefficient.

For example, a pensioner continued to work from 2021 and receive an old-age insurance pension (12,000 rubles). After he quits his job in 2021, he is entitled to an official recalculation of the amount of cash support, taking into account the points accumulated over 2 years of work. The average monthly salary of a pensioner is 250,000 rubles. The insurance payment for this period will be 4000 rubles. or 16% of the amount. For the year the figure will be 48,000 rubles.

The maximum insurance base is 730,000 rubles. in a year. The maximum amount of annual contributions will be 730,000 * 16% = 116,800 rubles. To obtain the number of points, it is necessary to divide the annual insurance indicator of a non-working pensioner by the maximum amount of annual contributions and multiply by 10, i.e. 48000/116800*10=4.1. 1 point is equal to 81 rubles 49 kopecks. As a result, the new pension will be equal to 12,000 * (81.49 * 4.1) = 12,334 rubles. 89 kopecks.

After dismissal

In this case, pensions for non-working pensioners are recalculated taking into account all missed planned indexations. While the citizen is working, the amount of payments does not change, but after official dismissal they will be increased. Recalculation is made 30 days after leaving work. The increased pension will be received by the recipient 3 months after dismissal, and missed deadlines will be compensated in full.

After 40 years of work experience

Accumulative pension provision consists of a fixed amount established by the Pension Fund of the Russian Federation and the amount of points earned, multiplied by the price of one point. The latter are awarded to citizens depending on the amount of contributions regularly received each year into the state budget. Additional points can be obtained for prolonged work activity. Pension recalculation after 40 years of work experience is carried out as follows:

• Women with a work duration of 35 years and men with a work duration of 40 years receive an additional factor of 1.
• Women with 40 years of experience and men with 45 years of experience receive an additional payment equal to 5 coefficients.

The main factors influencing the amount of additional payments for length of service include the industry of work, region of residence, the presence of bonuses and insignia for work activity. For additional payment, the pensioner must contact the regional office of the Department of Labor and Social Protection of the Population. The increased monetary support will be transferred to the account of the unemployed individual from the next month after submitting the application. To confirm your work experience, you will need to take your work book with you.

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When a pensioner reaches 80 years of age

The age of a citizen also affects the amount of government payments. After an individual turns 80 years old, the basic payment amount will be doubled. In this case, the recalculation of pensions for non-working pensioners will be carried out without an application. The basis for increasing the amount of the subsidy will be information from the citizen’s pension file. Only recipients of insurance benefits are entitled to receive double the basic payment.

Citizens receiving survivor benefits must submit an application to the Pension Fund for transfer to an insurance pension due to reaching a certain age. Recipients of a social pension will also not be able to take advantage of the right to receive a double basic pension, because they do not have official work experience or the accumulated points are too few to qualify for a labor pension subsidy.

Women for children

After the pension reform in 2015, child care time began to be taken into account when calculating pension payments. For a full year of care, a woman receives 1.8 points. Before the reform, non-insurance periods did not affect the amount of the state subsidy, but now mothers have the opportunity to submit an application to the Pension Fund for pension recalculation and receive a small increase. In practice, when obtaining the right to count child care points, a woman loses a significant part of the assigned payments, because work experience decreases.

Recalculation of disability pension

In this case, changes in the amount of payments are carried out without the citizen’s application. The basis for increasing the pension benefit is the certificate of examination submitted by the Medical and Social Expertise (MSE) bodies to the territorial office of the Pension Fund of the Russian Federation at the pensioner’s residence address and confirming the change in the disability group. After receiving the document, the amount of the old-age supplement and the amount of the insurance payment are indexed. For disabled people of group 1, the fixed benefit is doubled.

The decision of the Pension Fund of Russia and the timing of recalculation

Check whether the application is completed correctly. Attach all necessary documentation and submit it to the Pension Fund for review. The period for consideration of the application is 5 working days from the date of receipt of documents. If you contact the MFC, the review period increases by 4-5 working days. This is due to the regulations for document flow between departments.

If the decision is positive, the pension will be recalculated:

Pension Fund employees have the right to request additional certificates and papers confirming the grounds for recalculating pension payments.

Pension recalculation through court

If your pension recalculation is refused, you should not despair. A citizen has the right to challenge the decision of the Pension Fund in court. To do this, you will have to again collect supporting certificates, extracts and other documentation and prepare a statement of claim.

In addition to documents, you will have to defend your case in court. Prepare for your presentation in advance. It is recommended to use the services and consultations of lawyers. If there are witnesses, their testimony should be attached to the case.