Sample preferential certificate to the pension fund 2021

Why do you need a preferential certificate?

In 2021, after the reform, the retirement age limits are (Part 1 of Article 8 400-FZ):

65 years old - for men;
60 years - for women.

However, some categories of citizens have the right to apply for early retirement. Lists (No. 1 and No. 2) of professions and positions that allow for preferential pension provision are given in Resolution of the USSR Cabinet of Ministers No. 10 of 01/26/1991 (as amended on 10/02/1991). This list is used in accordance with Art. 30 400-FZ.

If a citizen was involved in production or employed in a position included in the lists and worked for the appropriate period of time (chose the appropriate length of service), then he has the right to issue a preferential certificate and an accompanying package of documents to the Pension Fund.

What is a preferential certificate

A preferential certificate from the Pension Fund of Russia is a document issued by the employer confirming the special nature of the work or working conditions. As the name suggests, a certificate is needed to confirm preferential length of service. The lists of jobs and professions for which you can take early (preferential) retirement have been approved:

Article 30 of Federal Law No. 400-FZ;
Resolution of the Cabinet of Ministers of the USSR dated January 26, 1991 No. 10;
Resolution of the Council of Ministers of the USSR dated August 22, 1956 No. 1173.

The list of special working conditions includes work as miners, in the sea and river fleets, the metallurgical industry, mining and field work, and other areas of activity.

Information about these types of work and professions may be contained in standard documents - work books, employment contracts. However, the key condition for their acceptance into a preferential pension is permanent employment, i.e. work during a full working day and working week. Therefore, the Pension Fund will check full employment as follows:

for periods after registration of citizens as an insured person - according to information from the personal account, since employers are required to indicate the code of preferential work and profession in the reporting;
for periods before registration as an insured person - according to a preferential certificate from the employer;
if the employer is liquidated and cannot issue a preferential certificate - by court decision.

Thus, when applying for a pension on standard grounds and at the general retirement age, a preferential certificate from the Pension Fund is not needed.

What other documents are needed for a preferential pension?

As part of the documentation for applying for a preferential pension, you must submit:

certificate;
passport of a citizen of the Russian Federation;
SNILS;
work book;
a certificate from the employer about the average salary for 5 years of work (the applicant can choose any five-year period);
a document confirming the right to early retirement (letter of confirmation from the employer, information that the citizen worked in difficult working conditions, etc.).

What documents are needed to apply for a preferential pension?

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.

Who can claim benefits when applying for a pension?

In our state, the age for retirement for women is 55 years old, and for men at 60. By law, this age limit is reduced for special categories of workers who are given the opportunity to receive an early retirement pension.

Preferential (early) pension is considered to be systematic support for persons who have not reached the standard retirement age. The provisions on the assignment of benefits and information about the contingent of persons to whom they are entitled are subject to the provisions of the relevant laws.

Typically, such security is assigned 5 years before the generally accepted date. In some cases, length of service is accrued in the ratio 1: 1.3 or 1: 1.6, and this allows you to retire even earlier.

The list of such posts, services and occupations is approved by law and approved by the government.

The following employees receive the right to retire early:

workers employed in difficult, harmful or dangerous industries;
employees of hot and mining shops;
workers in the transport industry (for example, railway and metro drivers, drivers, civilian pilots, sailors);
employees of rescue and fire services;
those who served a fifteen-year term in the Far North;
theater artists;
women who worked as drivers on road, construction and loading work;
mothers with many children and parents or guardians of children with childhood disabilities;
teachers and health workers.

This is not a complete list of specialties and jobs established by law and making it possible to claim a well-deserved rest before the generally accepted deadline. Typically, all employees in these categories are aware of their rights and benefits; they are informed by personnel department employees.

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.

Conditions for receiving early maintenance

Rights to preferential security are enshrined in two impressive registers listing relevant jobs, specialties and services. The difference lies in the age of pensioners and length of service for preferential length of service.

The first list includes 22 industries with harmful and difficult working conditions. These include:

underground work, for example, work in a mine, in a mine, laying a subway;
work in the chemical industry - oil refining, ammunition manufacturing;
production of electrical equipment;
occupations in the ferrous and non-ferrous metallurgical industry, glassmakers and other employees of hot shops.

The second list includes those who mined mineral resources on the surface, carried out geological exploration, built tunnels, bridges, subways, manufactured medicines, and also worked in the light and food industries, oil and gas production, in transport (railroads, aviation, on watercraft).

According to statistics, more than 0.4 Russian industries contain hazardous working conditions that pose a threat to the health and sometimes even the lives of workers. Often this situation leads to occupational diseases and even loss of ability to work.

Although this situation is attractive for a large number of workers due to high pay and early retirement.

For workers in hazardous industries, a separation factor is added to pension payments, ranging from 2 to 9% of the accrued amount of maintenance.

Early payments for social factors are prescribed:

who have worked for at least 15 years in the Far North or more than 20 years in other remote areas;
mothers of many children with five or more children who have reached the age of eight;
parents or guardians of disabled children.

Federal Law No. 400 establishes the rights to preferential pensions for teaching staff and medical workers.

Teachers and some other categories of persons engaged in teaching activities need at least 25 years of experience working with children in educational institutions in order to qualify for early registration of well-deserved rest.

Rural health care employees must have worked for more than 25 years, and at least 30 years in the city to qualify for benefits.

The basis for early (preferential) receipt of a pension is work under special conditions in specialties listed in laws and government regulations.

The list of documents for approval of such length of service has been expanded. In addition to generally accepted certificates and papers proving identity, length of service, salary, you should have a certificate confirming harmful working conditions.

And they must be submitted to the Pension Fund in advance.

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Source: https://pensionnyy.info/kakie-dokumenty-nuzhny-dlya-oformleniya-lgotnoj-pensii/

Where to get a pension certificate

The form itself and all supporting documentation must be provided to the applicant directly at the place of his employment. Before the early retirement date, the employee turns to the employer with a request to fill out such an application with the Pension Fund. This issue is dealt with either by the human resources department or by an employee who is entrusted with the functions of working with the Pension Fund.

The employer must provide a completed and signed application no later than 3 days from the date of the employee’s application.

If the organization in which the applicant was employed and in which he had difficult working conditions or hazardous work was liquidated at the time of the application, the citizen will have to contact the archive where all documents were transferred after the liquidation of the institution.

What should be specified

The certificate is not a unified form, so the employer has the opportunity to draw up a document with the Pension Fund in free form by filling it out on company letterhead. The main condition for such documentation is a broad evidence base that the citizen has the right to early retirement leave, that is, the certificate must include as much information as possible confirming the possibility of the benefit.

Despite the fact that the register can be developed by the institution independently, the specialist must follow various methodological recommendations. For example, when calculating the preferential length of service that gives the right to early retirement, you need to take into account the rules established by the RF Regulation No. 516 of July 11, 2002.

The sample preferential certificate to the Pension Fund must include the following data:

Full and short name of the employer, his details.
Last name, first name and patronymic of the employee.
An employee's position giving the right to a benefit in accordance with Art. 30 400-FZ and approved lists.
The date of hiring and dismissal (if any), indicating the details of the orders.
The periods during which the employee underwent advanced training were on student leave, child care leave or unpaid leave.

The register must contain its number and date, as well as the corner stamp of the institution. The document is signed by the head of the institution, the chief accountant and, if available, the head of the personnel department. The form is also certified with a “living” seal.

The documentation for the Pension Fund should not contain errors, corrections or false information. The territorial fund will refuse to accept an incorrectly compiled form, and the responsible specialist may be fined.