Pension Fund Application Forms and Samples

In accordance with Federal Law No. 400 “On State Pension Provision,” Russians retire upon reaching a certain insured event (by age, disability, loss of breadwinner, and so on). To confirm your intention to receive a pension, you must draw up an application to the Pension Fund according to the model. However, many are faced with the problem of writing such a document.

The concept

In Russia, there is a system of pension provision for citizens, according to which material security is paid when a certain event occurs. Pensions are fixed on the basis of a personified accounting system, which allows us to trace the labor activity of an individual citizen.

Types of Pensions

In the Russian Federation, the following types of pension provision are valid:

• State - payments are made from the budget of the country.
• Mandatory - carried out upon the occurrence of an insured event.
• Non-state - paid from the budget of non-state pension funds.

Pension provision

The state pension allows disabled citizens to compensate for the lack of income by payments from the state budget. Types of pension provision:

• social (assigned for disabled people, for example, citizens who have reached retirement age, people with disabilities, and so on);
• for length of service (relied on for civil servants who are exposed to harmful working conditions: military, police, psychiatrists, and so on);
• old age (for people over retirement age: 55 years for women and 60 for men);
• in case of loss of a breadwinner (families from among military personnel, astronauts, as well as persons who have experienced strong radiation exposure).

Social insurance

When a certain insured event occurs, a compulsory insurance system allows you to avoid loss of wages. This type of pension can be used only by insured persons (for example, at state enterprises there is a duty to insure employees). The compulsory insurance system pays benefits in the following cases:

• upon reaching retirement age (old age);
• after receiving a disability group;
• due to the loss of a breadwinner and so on.

With the help of insurance, you can accumulate pension coverage, transfer it, receive allowances for social pensions and much more. Social insurance even allows you to transfer cash savings to the relatives of the deceased for burial.

Non-state pension provision

A non-state pension fund is engaged in the provision of pensions to citizens who have entered into an insurance contract. Companies invest, assign and pay out funds accumulated by a citizen. There are certain advantages to this:

• You can independently adjust the amount of payments;
• accumulated funds are inherited by relatives;
• at the same time you can get a state pension;
• You can transfer a contribution to another fund at any time.

But there are also disadvantages:

• low return on investment;
• payments can be received only upon reaching a certain insured event;
• profits from investing are taxable;
• if payments are not made on time, fines will be levied.

A sample application to a private pension fund can be obtained by contacting one of these institutions. At the time of drawing up the application, the future pensioner must indicate the amount of payments that he would like to receive as pension accumulation. Based on this, the size of payments to the fund will be calculated.

Statement

To consult about a particular situation, it is enough to make a call to the reception of the Pension Fund of Russia (PFR). But on the basis of this appeal it is impossible to make a definite decision regarding a specific person. Pension can be obtained only by contacting:

• to the civil service at the place of residence, having received the appropriate application form to the Pension Fund and filling it out;
• by registered letter to the territorial office (addresses are on the PFR website);
• through an online reception (this is the easiest option, since applications are accepted from both Russian citizens and foreign citizens). Accordingly, there is no binding to a specific locality.

Sample application to the Pension Fund

The official application form can be obtained both at the PFR department and can be downloaded on the Internet (for example, on the website of the Pension Fund). If you have difficulties with the preparation of the application, you can consult with the fund employee in the online reception or at the place of residence. It is worth noting that applications drawn up in a free form will not be accepted, therefore it is necessary to take seriously filling out an application.

How to make a statement?

You can contact the Pension Fund of Russia to resolve the following questions about:

• the appointment of pensions;
• recalculation of deposits and pension amounts;
• transfer of funds that have been accumulated;
• the appointment of DEMO;
• conducting an absentee examination;
• pension payment.
  

Thus, the majority of sample applications to the pension fund are unified in their design. The following table and example will help to formalize the official appeal.

Old age pension

The allowance is granted subject to the following conditions:

1. Achieving a certain age by the applicant. At the moment, for women this age is 55 years, and for men - 60 years. But by January 2019 there will be a planned increase in the age of women up to 60 years and for men up to 65 years old, respectively (6 months are added every year; accordingly, the age indicated in the planned increase will be reached by 2025). Specialists in certain professions may retire early. The list of these employees is on the official website of the Pension Fund of the Russian Federation.
2. The insurance period is at least 15 years (now it is 9 years, but each year it is planned to increase by one more).
3. IPC - 13.9 points (by 2025 this figure will increase to 30 points, each year the number is increasing by 2.4 points).
   

A sample application to the Pension Fund for the appointment of an old-age pension can be found on the website of the RF PF.

Care allowance

As a rule, someone helps people who cannot take care of themselves and lead their own lives. Usually it's close. For an able-bodied person caring for a sick person and not performing labor activities because of this, the following types of payments are due:

• Compensation - is established for a person caring for a disabled person of group 1, a citizen aged 80, an elderly person who, according to the medical commission, is entitled to outside care, regardless of whether this citizen is a close relative or a family member.
• Monthly - applicable for non-working able-bodied citizens who care for a disabled child under the age of 18 years, a group 1 disabled person since childhood.
  

Payments are made monthly. The amount of the allowance for the compensation payment is 1,200 rubles, and for monthly payments - from 1,200 to 5,500, depending on the degree of relationship with a disabled child or a disabled person since childhood. To assign benefits, you must apply to the Pension Care Fund (a sample application is presented above) only after obtaining consent from the citizen, for whom an inspection will be carried out.

Also required:

• a certificate from the employment center stating that the person who intends to care for the sick does not receive unemployment benefits;
• document confirming the authority of the legal representative;
• certificate from the place of study (if it is a child) and medical facilities.

Sample claim to the Pension Fund

If a citizen received a refusal to grant a pension, he has the right to challenge this decision by sending a lawsuit to a court of his residence. Filing a claim will cost the plaintiff 200 rubles of state duty.

The document should contain the following information:

• the name of the branch of the RF PF that issued the decision;
• data of the plaintiff;
• details of the document fixing the refusal;
• briefly about the essence of violated rights;
• links to regulatory documents that confirm the incorrectness of the PF;
• please consider the case in circumstances and recognize the decision of the RF PF as unlawful.
  

Samples of claims to the Pension Fund can be found on the website of the RF PF. But for familiarization here, examples of documents will also be attached.

Compiling a pension application to the Pension Fund is pretty simple. It is necessary to observe the mandatory points that were indicated in the article, and try to comply with the attached examples. Having filled out the correct request for the sample, the application to the Pension Fund can be sent by mail, drawn up at the PF department or sent an electronic copy.

More detailed information on the appointment of pensions can be found directly on the PF RF portal.