To the Pension Fund of the Russian Federation ______________________________ dated ______________________________ ______________________________
APPLICATION FOR RECALCULATION OF PENSION
I, ___________________, ____ born based on the work book, he was in labor activity from “___” ________ to the present. According to the work book, the work experience is __ years. I have been a pensioner since _____ years, I submitted an application to the Pension Fund No. __ to assign me a pension in the amount of _____ rubles __ kopecks. According to Article 19 of the Federal Law “On Labor Pensions” dated December 17, 2001 No. 173, a labor pension (part of the old-age labor pension) is assigned from the date of application for the specified pension (for the specified part of the old-age labor pension), but in all cases not earlier than from the date the right to the specified pension (the specified part of the old-age labor pension) arises. The day of application for a labor pension (part of the old-age labor pension) is considered to be the day the body providing pensions receives the corresponding application with all the necessary documents. If the specified application is sent by mail and all the necessary documents are attached to it, then the day of application for a labor pension (part of the old-age labor pension) is considered to be the date indicated on the postmark of the federal postal service organization at the place of departure of this application. I do not agree with the assigned pension amount determined by the Pension Fund No. __ district of ____________. The pension was assigned in the amount of _____ rubles __ kopecks. Currently working. According to Article 18 of the Federal Law “On Labor Pensions” dated December 17, 2001 No. 173, the appointment, recalculation of amounts and payment of labor pensions, including the organization of their delivery, are carried out by the body providing pensions in accordance with the Federal Law on Compulsory Pension Insurance in the Russian Federation,” at the place of residence of the person applying for a labor pension.
According to Article 20 of the Federal Law “On Labor Pensions” dated December 17, 2001 No. 173, the recalculation of the size of the labor pension (the insurance part of the old-age labor pension) is carried out: from the 1st day of the month following the month in which the circumstances causing represents a recalculation of the size of the labor pension downwards; from the 1st day of the month following the month in which the pensioner’s application for an upward recalculation of the amount of the labor pension (the insurance part of the old-age labor pension) was accepted. A pensioner’s application for recalculation of the size of the labor pension (the insurance part of the old-age labor pension) is accepted subject to the simultaneous submission of the documents necessary for such recalculation, the obligation to submit which is assigned to the applicant. The recalculation of the amount of the insurance part of an old-age labor pension and the size of a labor disability pension is carried out in the following order: when establishing a disability group that gives the right to a higher amount of the insurance part of an old-age labor pension or a labor disability pension - from the date the federal institution issues a medical social examination of the relevant decision; when establishing a disability group that gives the right to a lower amount of the insurance part of an old-age labor pension or a labor disability pension - from the 1st day of the month following the month for which the previous disability group was established. The recalculation of the amount of the insurance part of the old-age labor pension in connection with the pensioner reaching the age of 80 is carried out from the day the pensioner reaches the specified age. A pensioner’s application for recalculation of the size of the labor pension (the insurance part of the old-age labor pension) is considered no later than five days from the date of receipt of the said application with all the necessary documents, the obligation to submit which is assigned to the applicant. In case of refusal to satisfy this application, the body providing pension provision, no later than five days from the date of the relevant decision, notifies the applicant about this, indicating the reason for the refusal and the procedure for appealing and at the same time returns all documents. I undertake to immediately notify the body providing pensions of the occurrence of all circumstances entailing a change in the amount of the pension or termination of its payment. I agree to recalculate the amount of the pension in connection with the establishment of a higher disability group or reaching the age of 80 years without submitting an additional application. I have been warned that in the event of providing false information that affects the amount of the pension, the perpetrators will compensate the damage caused to the bodies of the Pension Fund of the Russian Federation.
1. Consider my application in the prescribed manner. 2. Recalculate my assigned pension as of ___________, taking for the calculation the salary period from _________ to ___________.
Notify me of the results of consideration of the application in writing within the period prescribed by law. Please send the answer to this application to your place of residence.
Please transfer the pension due to me to current account No.__________________________
Sberbank of the Russian Federation No._____or through the post office No._____________
I know that payment of a pension by proxy is made subject to the pensioner’s annual confirmation of the fact of his registration at the place of receipt of the pension (Article 18, paragraph 6 of the Law “On Labor Pensions”, Article 24, paragraph 4 of the Law “On State Pensions”).
Appendix: 1. Copy of the Work book 2. Copy of certificate No. __ dated ___________ year 3. Copy of certificate No. __ dated ___________ year 4. Copy of certificate w/n dated ___________ 5. Copy of certificate w/n dated ___________
Application for pension recalculation with sample
Absolutely every citizen of our country has the right to receive regular pensions, provided that certain criteria are met, the list of which is established by current legislative norms. In most cases, the basis for assigning this type of payment is the person reaching a certain age. However, this can also happen for other reasons, for example, due to length of service, based on the presence of a disability in an individual, etc.
The exact amount of pension payments is established and regulated by the Government of the Russian Federation. But sometimes a citizen may have a legal right to increase the current amount of regular cash support. This can happen, for example, with an increase in the number of years of professional experience, as well as in accordance with various other events. In all such situations, authorized persons will be required to carry out a procedure such as recalculation.
In most cases, specialists from a pension organization carry out calculations independently, on their own initiative. For example, when the cost of living in the country or other indicators was increased. Recalculation is often required during the indexation of pension payments throughout the country. During this procedure, there is a slight increase in current amounts based on the state of the economy, the level of price increases, as well as other criteria that will be important in a particular situation. In this case, the recalculation is carried out automatically, using standard schemes for calculating the new pension amount.
However, in some situations, in order to increase the current size of a regular cash payment, a citizen will need to contact the pension organization in person. There he must express in writing his desire to carry out the recalculation.
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Separately, it should be mentioned who in our country has the legal right to recalculate their pension. In accordance with established standards, every citizen who has previously been assigned these payments has this right, in accordance with his existing grounds. In addition, the current rules state that in order to be able to carry out recalculation, an individual must receive a pension at least once.
Who will be able to receive additional payment?
In what cases will it be beneficial to recalculate your pension and get an increase? Let's consider situations when replacing work experience will be profitable:
- A woman has two or more children;
- During the time of leaving there was no work experience;
- Short work experience;
- The woman had a low salary;
- Minimum pension amount.
It will not be profitable to recalculate the pension if there is one child, and if the pension received was calculated taking into account high wages. It will also be pointless for recipients of preferential pensions to apply for recalculation.
Citizens who retired after 2015 do not need to apply for recalculation, since the most profitable payment method is automatically calculated for them.
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Incorrectly calculated pension
Absolutely every citizen may encounter a situation in which the amount of pension benefits may be accrued to him incorrectly. In most cases, the main role here is played by the human factor - the inattention of individuals, ignoring the special benefits and privileges that a citizen has during payments, as well as other reasons. The result of such calculations is, as a rule, the assignment of a smaller amount compared to the one that is due.
If a citizen really has doubts about the correct calculation of his pension, he has the right to initiate a recalculation procedure. This is quite simple to do - you just need to prepare all the basic documents in advance, and then go with them to the nearest branch of the Pension Fund of the Russian Federation. As a rule, absolutely any operator in a given organization will be able to accept a written request from an individual for recalculation. If we talk about the list of necessary documents, the main ones include the following:
- pensioner’s passport to confirm his identity;
- pension certificate of an individual;
- SNILS insurance certificate.
If a pensioner, due to his current state of health or other circumstances, cannot personally visit the pension organization, he has the right to send an application for recalculation, as well as all the above documents, by mail. However, it should be noted that copies of these documents must be notarized. Otherwise, they will have no legal force.
And finally, special mention should be made of the most convenient way to contact a pension organization, such as using the official website of this institution. To do this, the interested person needs to visit the Internet portal and find the corresponding menu item - “Citizens' Appeals”. Next, you will need to follow the system prompts, namely, select the regional office to which this request is sent, formulate the exact topic of the request and carry out other necessary actions.
It should be remembered that scanned or photographed documents, the list of which is indicated above, must be attached to the main application. Next, you need to choose the option of receiving a response - for example, in the form of sending an official letter to the citizen’s residential address or sending a corresponding notification to his email.
Can group 3 pensions be recalculated if there are no additional payments for a dependent?
Basically, the Pension Fund requests a certificate from the local government to confirm that someone may be in the pay of someone else. In practice, such documents are: a marriage certificate, a certificate of income, confirmation that the couple lives together. Also, former municipal employees are also entitled to additional payments to pensions.
What does the law say about payments to mothers of many children? If you have the status of a mother of many children, federal bonuses in our country are not currently paid. In this case, payments are assigned at the regional level in accordance with the laws of the constituent entities of the Russian Federation. If a woman has five or more children, she may be granted a pension at fifty years of age.
Recalculation due to new circumstances
From a legal point of view, the recalculation of a pension is an increase in the amount of regular provision based on the confirmation provided by the interested party of the need to carry out this event. One of the grounds for recalculation is a change in various circumstances of an individual. The most common of them include the following:
- the pensioner reaching the age of 80, which automatically implies an increase in the current amount of regular payments;
- a change in an individual’s previously existing disability group. This basis can appear to a citizen only after undergoing a thorough examination, commission, and also after carrying out other required procedures;
- change in the previously recorded number of disabled family members who require constant care;
- a change in the number of years of professional experience of a person or the appearance of special types of this experience, for example, when working in the Far North or in equivalent territories;
- other circumstances that may have a direct impact on the amount of the previously established pension of an individual and require a revision of this amount.
Pension portal of the Russian Federation
- relatives;
- disabled family members;
- disabled persons (subject to this fact being established by legal means);
- having previously paid social assistance. This means payment of preferential assistance under a lifetime financial compensation agreement;
- children under 18, even if there is only a year left until they turn 18 (grandchildren and other children of a related nature);
- elderly people before and after eighty years of age;
- all pensioners.
Starting next year, the pension supplement for a dependent, the amount of payments and the amount of social benefits for all disabled family members will change. But they must be unemployed and in care without benefits. The supplement to the dependent pension for citizens under eighty years of age and without disability will look like this:
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How to write a statement correctly
An application for recalculation of a pension must be submitted by the interested party to the pension organization in which the initial amount of this payment was previously assigned.
Legislative regulations establish the exact form of this application. An individual can fill it out either by machine or by handwriting. The form itself consists of several main sections, in which only reliable and verified information should be entered. The basic information that must be indicated in the application includes the following data:
- full name of the branch of the pension organization to which this document will be sent;
- personal information about the applicant, which must be accurately copied from his passport to eliminate possible errors;
- SNILS insurance certificate number;
- information about the citizenship of an individual, as well as the address of his current registration;
- contact information of the applicant, including his current telephone number, by which he can always be contacted if such a need arises;
- basic information in which the citizen describes the reason for his application to this organization, namely the need to recalculate a previously assigned pension payment;
- method of subsequent receipt of a response from the authorized body - mail, sending a notification by e-mail, etc.
After all important information is indicated in the application, its author must put his personal signature in the appropriate place, as well as the current date of preparation of this document. If the application was filled out by a representative of the pensioner, he must indicate all the necessary personal information about himself in the application.
Application via the Internet
In order to simplify the procedure for submitting an application for recalculation of a pension, the authorized bodies have introduced the possibility of sending this document electronically. This can be done on the official website of the Pension Fund of the Russian Federation. To do this, the interested person must visit this website and find the appropriate item in the proposed menu. In this case, a number of important nuances should be taken into account:
- The application must indicate the factual basis on which the recalculation will be made. These can be various changes in the life of a pensioner - reaching 80 years of age, increasing the number of years of professional or, for example, special experience, etc.;
- Special attention must be paid to correctly indicating all the main details. Letters with numerous errors may not be accepted for consideration by the authorized body;
- recalculation of the pension will be carried out only if the interested person provides all the necessary documents. In order to upload them to the site, you can photograph or scan the required papers in advance;
- subsequent tracking of a previously submitted application can be observed in the personal account of an individual. If previously submitted demands are satisfied, the citizen must receive a corresponding notification. It should arrive at the email address that was previously specified when filling out the form available on the site.
How many points will they give for a child?
The law establishes that during maternity leave, his mother can receive the following number of points:
- 1.8 - caring for the first child until he reaches the age of one and a half years;
- 3.6 - caring for the second child until he reaches the age of one and a half years;
- 5.4 - caring for the third, fourth and all subsequent children until they reach the age of one and a half years.
In addition, such points have a price that is reviewed annually by the Pension Fund. From January 1, 2021, the cost of one pension point was raised to 98.86 rubles (in 2021 it cost 93, and in 2019 - 87 rubles 24 kopecks). It is easy to understand that the Pension Fund determines the amount of pension payments by multiplying the number of points that the pensioner has scored by their value. The same methodology is used to calculate additional pension payments for children.
For example, consider the situation:
Anna Ivanovna Bukashka had two children: Alexander - March 2, 1980 and Daria - April 1, 1982. If Anna Ivanovna submits an application to recalculate her pension for a mother of two children, then:
- for the first child she will receive 1.8*98.86=178 rubles;
- for the second child - 3.6*98.86=356 rubles.
Only 471 rubles. But this does not mean at all that recalculating the pension for children will add exactly this amount to its payment. In fact, she may receive much less or no increase at all.
Application through public services
The unified website of public services offers the opportunity to send an application through it for recalculation of the current pension amount. To do this, the interested person needs to visit this Internet portal and find the corresponding section in the existing menu there. It should be noted that the citizen will first need to go through the standard registration procedure.
After selecting the item “Submitting an application for pension recalculation,” you can begin filling out the electronic form proposed by the system. Absolutely all required information must be entered there, otherwise the document cannot be sent to the addressee. Basic information includes the personal data of the pensioner, the name of the territorial branch of the pension organization to which he belongs, etc. From the proposed list, it is also necessary to select the actual reasons that will be the main grounds for the recalculation.
The interested party must also upload to the government services website all the necessary documents confirming that the citizen has the legal right to make a recalculation.
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List of documents for recalculating pensions for children in Russia in 2020
Most often this applies to people who have children born in the 1990s. To receive an increase, you must make an individual recalculation of your pension. Changes in 2021 affected the methodology for calculating the amount of pension benefits.
The processing time for documentation is ten working days for regular applications, and one month for remote application submission. Once the decision is made, the new pension amount will be paid starting from the next month.
09 Jun 2021 uristlaw 199
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Application to the Pension Fund. Statement of claim. Sample application
Thus, the need to draw up an application for recalculation of a pension may arise for absolutely every citizen, provided that he has legal grounds for this procedure. Specialists of the pension organization will be obliged to fulfill the received application if the interested party has submitted and duly completed all the necessary documents.
In the event of various controversial situations arising, for example, when representatives of the pension organization fail to act, an individual will have the legal right to appeal to a judicial institution. This is done by creating a statement of claim, which will indicate all the important information regarding the situation that has arisen. If the court agrees with the claims presented by the plaintiff, this body will make a decision on a mandatory review of the current pension amount as a matter of urgency. A copy of this decision will need to be taken to the pension organization. There, based on the information provided, employees will be required to immediately recalculate.
To the Moscow Pension Fund
St. Malaya Dmitrovka, 7
Residing at:
Kalininsky Boulevard 9-5
Application for pension recalculation
Based on the above, I request:
1. Consider my application and revise the assigned pension benefits in connection with changed life circumstances.
2. Notify me of the results of the review within the time limits established by law.
I am attaching to the application:
- decision of a judicial institution dated October 9, 2017 declaring N.A. Egorova incompetent.
Sample claim for pension recalculation.
B_____ district court
Plaintiff: (full name, address)
Defendant: Administration of the Pension Fund of the Russian Federation
by district (indicate name and address)
CLAIM FOR RECALCULATION OF PENSION SIZE
From (date) I was assigned an old-age labor pension in the amount of rubles. When assigning a pension, the amount of my average monthly salary is taken into account in the amount of rubles. The ratio of my average monthly salary to the average monthly salary in the country was ________________________________________ (maximum ratio -1.2). This pension amount was established for me because, according to the Pension Fund of the Russian Federation, there is no information on wages for 60 consecutive months for the period from to the year on the basis of which I asked to calculate the pension amount.
In the period from to__ I worked at (name of the organization (enterprise), which is confirmed by the records in the work book, a certificate from the employer. The amount of my salary in the period from _to is confirmed by a salary certificate
fee from_ . Payroll documents were not preserved by___ and were not submitted to the archive, which is confirmed by archival certificates from_____ and from__. However (the date I submitted an application for recalculation of the pension amount and
the party (trade union, Komsomol) ticket No.______________________________ was handed over (date of issue) to the Office of the Pension Fund of the Russian Federation on _________________________
to calculate pensions based on earnings for the period from to.
Calculating the amount of the pension based on earnings during the specified period would make it possible to apply a ratio of the average monthly salary of an employee to the average monthly salary in the country of 1.2, which would lead to an increase in the amount of the pension.
By decision of the Office of the Pension Fund of the Russian Federation, I was denied clarification of the pension capital in the salary offset for the party (trade union, Komsomol) card No. ___________ dated (date of issue).
I consider the defendant’s refusal to recalculate the amount of the pension to be unfounded for the following reasons.
In accordance with Art. 39 of the Constitution of the Russian Federation, everyone is guaranteed social security by age, in case of illness, disability, loss of a breadwinner, for raising children and in other cases established by law. The constitutional right to social security also includes the right to receive a pension in cases and amounts determined by law.
Due to objective circumstances, I am not able to provide certificates of the amount of wages I receive for all 60 months in a row.
Documents that indirectly confirm the employee’s actual earnings may include registration cards of CPSU members and party cards, registration cards of trade union members and union cards, registration cards of Komsomol members and Komsomol tickets, pay books that are issued in accordance with the requirements, orders and other documents, from which we can draw a conclusion about the individual nature of the employee’s earnings.
According to the salary certificate for the period from __ according to the salary information on the party (trade union, Komsomol) card for the period from __ to , my average earnings are rubles. Average salary in the country
for this period is . The ratio of my average earnings to the average earnings in the country should
be no less than -, and not as calculated by the defendant when assigning a pension.
Thus, the pension calculated on the basis of the earnings indicated in the salary certificate for the period from__ to _____________________________________________, as well as
indicated on the party (trade union, Komsomol) card for the period from to , is the most profitable for
me. In accordance with Art. 55 of the Code of Civil Procedure of the Russian Federation, evidence in the case is information obtained in the prescribed manner about the facts, on the basis of which the court establishes the presence or absence of circumstances justifying the demands and objections of the parties. This information can be obtained from explanations of the parties and third parties, testimony of witnesses, written and material evidence.
The joint letter of the Ministry of Labor of the Russian Federation and the Pension Fund of the Russian Federation dated November 27, 2001, which stipulates that on the basis of indirect documents it is possible to confirm an employee’s earnings only in cases of loss of primary documents as a result of floods, earthquakes, hurricanes, is not a regulatory legal act and is advisory character.
According to paragraph 1 of Art. 20 of the Federal Law “On Labor Pensions in the Russian Federation”, recalculation of the size of the labor pension is carried out from the 1st day of the month following the month in which the pensioner’s application for recalculation of the size of the labor pension (the insurance part of the old-age labor pension) towards an increase was accepted. Therefore, the recalculation of the amount of my pension should be made from .
Based on the above, I ask the court:
- oblige the defendant to recalculate the amount of the pension (full name of the plaintiff) from (date of assignment of the pension) based on the fact of receipt in ________________ years of wages indicated in the salary certificate for the period from _______ to ___, as well as indicated in the party (trade union, Komsomol) card for the period from __ By .
- Copies of the statement of claim (for the defendant).
- A copy of your party (trade union, Komsomol) card.
- A copy of the pension certificate.
- A copy of the refusal decision of the Office of the Pension Fund of the Russian Federation dated (date indicated)_____________________________________________.
- A copy of the work book.
Application for pension recalculation sample
The exception is the regions of the Far North, where the retirement age has been shifted by five years, that is, 50 and 55, respectively. Harmful production reduces the age limit by another 5 years. There are several other exceptions regarding the retirement age for police officers, miners, military personnel and representatives of other dangerous professions.
- Growth of the individual pension coefficient (IPC) until the beginning of 2021.
- An increase in the amount of coefficients for other insurance periods that occurred between 01/01/2021 and the assignment of an insurance pension.
- Increased IPC from 2021, calculated from the amount of contributions that were not previously taken into account. This refers to a pension for disability, old age, and in the event of the loss of a breadwinner. Recalculation is carried out without a request every year from August 1, one year after the appointment.
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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:
- 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.
- 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.
- 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.
- 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.
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The instructions on how to apply for pension recalculation are simple:
- Assemble the bases.
- Fill out an application.
- Collect additional documents.
- Contact the Pension Fund.
How to correctly draw up and submit an application for recalculation of the pension amount in 2021
An application for recalculation of an old-age pension (as well as an application for recalculation of other types of payments) must contain the following information, without which the Pension Fund simply will not accept it:
If circumstances arise that entail an increase in the amount of pension payments, their recipient has the right to apply to the authorized bodies for a recalculation. To do this, you must send an application in the established form to the Pension Fund. The document form can be downloaded from the official website of the department.
Grounds for recalculating pensions
General grounds - recalculation is carried out without application
Exceptional - a recount will be carried out only at the request of a citizen
|
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. |
Reasons for changing the amount of payments
In accordance with parts 12 and 18 of Article 15, as well as paragraphs 1 - 3 of part 4 of Article 18 of the Federal Law on Insurance Pensions dated December 28, 2013 No. 400-FZ, the grounds for recalculating the insurance part of the pension may be as follows:
- increase in the individual pension coefficient in the period until 2015,
- increase in the individual pension coefficient during the insurance period between January 1, 2015 and the moment the pension was assigned,
- increase in the individual pension coefficient after 2015, if it was determined in accordance with previously unaccounted contributions. Applicable to old age, survivors and disability pensions. The pension amount is subject to recalculation annually; no application is required.
Important! The fixed part of the pension must be recalculated even in the absence of an application on the following grounds:
- change of disability group. In this case, the medical organization must send a corresponding certificate to the Pension Fund office, on the basis of which the fixed payment will be recalculated,
- the pensioner reaches the age of 80. In this case, the size of the fixed payment of his pension is increased.
If the following grounds exist, the insurance and fixed parts of the pension will be recalculated only after the pensioner submits a corresponding application:
- survivor's pension: recalculation is carried out if, for example, persons who receive a pension also lose their second breadwinner (who was the second parent). In this case, the individual pension coefficient and the size of the fixed payment increase,
- the appearance of disabled dependents in the family of a pensioner. For each dependent, the pensioner is entitled to an increase in the fixed payment towards the pension. This applies to old-age and disability insurance pensions. The maximum number of dependents taken into account when recalculating is three people,
- moving from countryside to city,
- carrying out labor activities in the Far North and equivalent areas for 15 years. In this case, there must be at least 20 years of insurance experience for women and at least 25 years of insurance experience for men,
- for persons who permanently reside in the Far North or equivalent areas, legally established coefficients apply. Apply to all types of insurance pensions,
- if the pensioner left work or started working in an organization where pension insurance is mandatory.
Attention! Our qualified lawyers will assist you free of charge and around the clock on any issues. Find out more here.
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:
- 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.
- 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.
- 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.
- 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.
How to recalculate the insurance pension?
Recalculation of an insurance pension or a fixed payment to an insurance pension is a change in the size of the pension (payment) due to the submission of new documents, the presence of additional earnings for the pensioner, or the occurrence of circumstances on which the size of the pension (payment) depends (Article 18 of the Law of December 28, 2013 N 400-FZ).
To recalculate your pension, we recommend following the following algorithm.
Step 1. Decide on the recalculation procedure
Recalculation can be done both in a declarative and non-declarative manner. Thus, as a general rule, the amount of the established pension is recalculated: downwards - without requiring the pensioner to submit an application for recalculation; upward - on the basis of the corresponding application (Section V of the Rules, approved by Order of the Ministry of Labor of Russia dated November 17, 2014 N 884n).
Grounds for recalculating the insurance pension
For recalculation of the insurance pension there are the following grounds (part 12, 18 of article 15, clauses 1 - 3 of part 2, part 4 of article 18 of Law No. 400-FZ):
1) increase in the value of the individual pension coefficient (IPC) for periods before 01/01/2015;
2) an increase in the amount of coefficients determined for each calendar year of periods other than periods of work counted in the insurance period that occurred after 01/01/2015 until the date of assignment of the insurance pension;
3) an increase from 01/01/2015 in the amount of the IPC, based on the amount of insurance contributions not previously taken into account when calculating the amount of the old-age or disability insurance pension (when they were assigned, transferred from one type of insurance pension to another type, previous recalculation), as well as when assigning an insurance pension in the event of the loss of a breadwinner. In this case, recalculation is carried out (in the general case) without an application from the pensioner annually from August 1, and in relation to the insurance pension in the event of the loss of a breadwinner - from August 1 of the year following the year in which it was assigned. In such recalculation, the IPC is taken into account within certain limits.
Grounds for recalculating the amount of a fixed payment to an insurance pension without an application
When the disability group changes or the pensioner reaches the age of 80, the recalculation of the fixed payment to the old-age or disability insurance pension is made without requiring an application for recalculation on the basis of certificates issued by medical and social examination institutions, or information in the federal register of disabled people or in the pension (payment) case (Parts 4, 5, Article 23 of Law No. 400-FZ).
For pensioners who have reached the age of 80, from 01/01/2020, an increase in the fixed payment to the old-age insurance pension in the amount of 5,686.25 rubles is established. (conditionally - additional payment to pension after 80 years). This amount increases by the corresponding regional coefficient in case of living in the regions of the Far North and equivalent areas. At the same time, the annual February and April indexation of the fixed payment is suspended until 01/01/2025 (Part 1, 9, Article 17 of Law No. 400-FZ; Part 8, 13, Article 10 of Law of October 3, 2018 No. 350-FZ).
Also, from 01/01/2019, the size of the fixed payment to the old-age or disability insurance pension is being recalculated for citizens who have worked for at least 30 calendar years in agriculture and live in rural areas. If the payment file contains the necessary information, the pensioner does not need to submit an application for such recalculation (Parts 14 - 16, Article 17 of Law N 400-FZ; Part 5, Article 10 of Law N 350-FZ; Decree of the Government of the Russian Federation of November 29, 2018 N 1440).
Grounds for recalculation of the insurance pension and fixed payment to the insurance pension on an application basis
For recalculation of the insurance pension and fixed payment to the insurance pension in the application form, there are, in particular, the following grounds (Part 4 of Article 15, Parts 3 - 5, 8 - 10 of Article 17, Parts 5, 8 of Article 18 of the Law N 400-ФЗ):
1. The appearance of disabled dependents from the family of the deceased breadwinner (no more than three disabled dependents are taken into account).
2. Changing the category of recipient of an insurance pension in the event of the loss of a breadwinner. For example, a child who receives a survivor's pension for one parent and subsequently loses the other parent is entitled to an increased individual survivor's pension rate. On this basis, an increase in the fixed payment to the insurance pension for the loss of a breadwinner is also established.
3. Acquisition of the necessary calendar work experience in the “northern” regions (15 calendar years in the Far North or 20 calendar years in equivalent areas) and insurance experience (25 years for men and 20 years for women).
4. Moving to the regions of the Far North and similar areas.
Step 2: Prepare your documents
As a general rule, for recalculation on an application basis, a pensioner will need (clauses 2 - 4 of the List, approved by Order of the Ministry of Labor of Russia dated November 28, 2014 N 958n; clause 19 of the Administrative Regulations, approved by Resolution of the Pension Fund Board of January 23, 2019 N 16p) :
• passport;
• application for recalculation;
• document confirming registration in the compulsory pension insurance system;
• documents confirming the authority of the representative.
If a pensioner applies for a recalculation associated with an increase in the insurance pension, a fixed payment to the insurance pension, as a general rule he must prepare documents that are the basis for the recalculation, including (part 7 of article 21, part 2 of article 23 of Law N 400-FZ; clause 27 of the Administrative Regulations):
• documents on the insurance period and individual pension coefficient (extract from the individual personal account);
• work record book or certificate of employment (in case of acquiring the required work experience in the Far North and (or) equivalent areas);
• birth certificate of a disabled family member, certificate of a disabled person;
• death certificate of the second parent (when a survivor's pension is assigned).
The documents and information necessary to establish a pension can be requested from you only if they are not at the disposal of the Pension Fund of Russia, state bodies, local governments or organizations subordinate to them (Part 7, Article 21 of Law No. 400-FZ; clause p. 46, 63 of the Administrative Regulations).
Step 3. Contact the Pension Fund Service Office and wait for the recalculation results
Documents can be submitted to the PFR TO directly (in person, including during an on-site reception, or through a representative), through an employer, by mail, through the MFC (if there is an appropriate agreement between the PFR TO and the MFC) or in electronic form, including through A single portal of public services or a personal account on the Pension Fund website. You can submit both originals and copies of documents certified by a notary or the person who issued them (parts 1, 2, 4 of Article 21 of Law No. 400-FZ; clause 49 of Rules No. 884n; clauses 51, 52 of List No. 958n ; clauses 3, 82, 84, 90, 134 of the Administrative Regulations).
You must be given in hand, sent by mail or electronically, a notification of acceptance and registration of the application and documents. If you have not submitted all the documents necessary for granting a pension, the Pension Fund will indicate a list of missing documents and the deadline for their submission (clause 50 of Rules No. 884n; clauses 73, 85 of the Administrative Regulations).
The deadline for making a decision on recalculating a pension, as a general rule, is five working days from the date of receipt of the application with all the necessary documents (Parts 6, 7, Article 23 of Law No. 400-FZ; Clause 52 of Rules No. 884n; Clause 14 of the Administrative Regulations) .
If your application is satisfied, the Pension Fund will recalculate the amount of the insurance pension.
Please keep in mind that the recalculation of the amount of the insurance pension, the fixed payment to the insurance pension upward (with the exception of recalculation due to disability or the pensioner reaching the age of 80) is made from the 1st day of the month following the month in which the application for recalculation. Consequently, if the documents are submitted, for example, on February 26, then the increase in the pension amount will occur only from March 1 (clause 2, part 1, article 23 of Law N 400-FZ).
Recalculation of the amount of the insurance pension, fixed payment downward is carried out from the 1st day of the month following the month in which the circumstances leading to this recalculation occurred (clause 1, part 1, article 23 of Law No. 400-FZ).
From 01/01/2020, recalculation of the amount of a fixed payment to citizens who have worked for at least 30 calendar years in agriculture and living in rural areas is made from the 1st day of the month following the month in which the Pension Fund accepted the pensioner’s application for such recalculation (Part 14 Article 17, paragraph 2, part 1, article 23 of Law No. 400-FZ).
We also draw your attention to the fact that if, after the appointment of an insurance pension, the employer provides personalized accounting information regarding the periods of work of the pensioner that occurred before the appointment of the pension (which entail an increase in the IPC), the amount of the insurance pension will be recalculated from the date of its appointment without the pensioner’s application for recalculation ( Part 7, Article 18 of Law No. 400-FZ).
Step 4. Receive documents (in case of refusal of recalculation)
If for any reason the Pension Fund of Russia refused to recalculate, you must be notified of this within five working days from the date of the decision on refusal and return the submitted documents (Part 8, Article 23 of Law No. 400-FZ; Clause 60 of Rules No. 884n ; clause 15 of the Administrative Regulations).
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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.
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:
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:
Increasingly
Downward
From the first day of the month following the month of circulation, regardless of the date of occurrence of the grounds for recalculation
From the first day of the month following the month in which the grounds for recalculation occurred.
The statement was written on July 22.
The grounds for the recount arose on April 10.
The recount will take place on August 1.
The pension will be recalculated from May 1.
Pension Fund employees have the right to request additional certificates and papers confirming the grounds for recalculating pension payments.
Who is entitled to an additional payment for children born before 1990: how to calculate, what documents are needed
If the person who applied to the Pension Fund with a request to redistribute pension points has done everything correctly, the government agency approves the application. The date from which payments under the new procedure will begin is indicated in the response. However, if the application form is filled out incorrectly, the applicant to the PFRF will be refused. The review will indicate:
This is interesting: Civil Code Difference between Agreement and Additional Agreement to the Agreement
From January 1, 2021, one point costs 81.49 rubles. To calculate the final additional payment for the period that a woman cared for children, you need to multiply the number of points by the time spent on maternity leave. In this case, divide the points by 12, i.e. by the number of months in a year, and then recalculate to the current period of time. The period taken into account is up to 1.5 years. Even if a woman has been on parental leave for all 3 years that are provided to mothers by law, half of this period will not be taken into account when calculating the pension.
