Forskud på underholdsbidrag omhandlet i loven af 21. februar 2003, der inden for rammerne af SPF Finances opretter en tjeneste for administration af underholdskrav

▼M1

BULGARIEN

Underholdsbidrag, som udbetales af staten i henhold til artikel 92 i familieloven

▼M1

DANMARK

▼C1

Forskud på børnebidrag fastlagt i lov om børnetilskud og forskudsvis udbetaling af børnebidrag, der er konsolideret ved lovbekendtgørelse nr. 765 af 11. september 2002

▼M1

TYSKLAND

▼C1

Forskud på underholdsbidrag i henhold til den tyske lov om forskud på underholdsbidrag (Unterhaltsvorschussgesetz) af 23. juli 1979

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ESTLAND

Underholdshjælp i henhold til loven om underholdshjælp af 21. februar 2007

SPANIEN

Forskud på underholdsbidrag i henhold til kongeligt dekret 1618/2007 af 7. december 2007

▼M1

FRANKRIG

▼C1

Familiebidrag betalt til et barn, hvis ene eller begge forældre er i mora eller ude af stand til at opfylde deres underholdsforpligtelser, eller betaling af underholdsbidrag fastlagt ved en retsafgørelse

▼M5

KROATIEN

Midlertidige forskud udbetalt af socialforsorgscentre på grundlag af pligten til udbetaling af midlertidigt underholdsbidrag i medfør af familieloven (OG 116/03, som ændret)

▼M1

LITAUEN

Betalinger fra Fonden for Underholdsbidrag til Børn i henhold til loven om Fonden for Underholdsbidrag til Børn

LUXEMBOURG

Forskud på og inddrivelse af underholdsbidrag i henhold til lov af 26. juli 1980

▼M1

ØSTRIG

▼C1

Forskud på underholdsbidrag i henhold til lov om forskudsvis udbetaling af bidrag til børns underhold (Unterhaltsvorschussgesetz 1985 — UVG)

▼M1

POLEN

Ydelser fra Fonden for Underholdsbidrag i henhold til loven om bistand til personer, der er berettiget til underholdsbidrag

▼M1

PORTUGAL

▼C1

Forskud på underholdsbidrag (lov nr. 75/98, 19. november, om sikring af underhold til mindreårige)

▼M1

SLOVENIEN

Underholdsbidrag i henhold til lov af 25. juli 2006 om Sloveniens Offentlige Garanti- og Underholdsfond

SLOVAKIET

Underholdsbidrag (underholdshjælp) i henhold til lov nr. 452/2004 Sml. om underholdsbidrag som ændret ved senere forordninger

▼M1

FINLAND

▼C1

Underholdsbidrag i henhold til lov om sikring af børnebidrag (671/1998)

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SVERIGE

▼C1

Underholdsbidrag i henhold til lov om underholdsydelse (1996: 1030)

II. Særlige fødsels- og adoptionsydelser

▼M1

BELGIEN

▼C1

Fødselsydelse og adoptionsydelse

▼M1

BULGARIEN

Moderskabsydelse i form af et engangsbeløb (lov om børnetilskud)

DEN TJEKKISKE REPUBLIK

Barselsydelse

ESTLAND

a) Barselsydelse

b) Adoptionsydelse

▼M1

SPANIEN

Barsels- og adoptionsydelse i form af et engangsbeløb

FRANKRIG

▼C1

Fødsels- eller adoptionsydelse som del af »ydelse ved ankomst af små børn« (»prestations d'accueil au jeune enfant«) ►M1 , bortset fra når de betales til en person, der i henhold til artikel 12 eller artikel 16 fortsat er omfattet af fransk lovgivning ◄

▼M5

KROATIEN

Engangskontantydelse til nyfødt barn i medfør af loven om barsels- og forældreydelser (OG 85/08, som ændret)

Engangskontantydelse til nyfødt barn eller adoptivbarn efter bestemmelserne om lokalt og regionalt selvstyre i medfør af artikel 59 i loven om barsels- og forældreydelser (OG 85/08, som ændret)

▼M1

LETLAND

a) Barselsydelse

b) Adoptionsydelse

LITAUEN

Moderskabsydelse i form af et engangsbeløb

▼M1

LUXEMBOURG

▼C1

Ydelse før fødsel

Ydelse ved fødsel

▼M1

UNGARN

Moderskabsydelse

POLEN

Barselsydelse i form af et engangsbeløb (lov om familieydelser)

RUMÆNIEN

a) Barselsydelse

b) Udstyr til nyfødte

SLOVENIEN

Barselsydelse

SLOVAKIET

a) Barselsydelse

b) Tillæg til barselsydelse

▼M1

FINLAND

▼C1

Barselspakke, fast beløb ved barsel og bistand i form af et fast beløb, der skal udligne omkostningerne ved international adoption i henhold til lov om barselsydelse.

▼M1

BILAG II BESTEMMELSER I OVERENSKOMSTER, SOM ER GÆLDENDE, OG SOM ALT EFTER OMSTÆNDIGHEDERNE ER BEGRÆNSET TIL DE PERSONER, DER ER DÆKKET AF DISSE BESTEMMELSER

BILAG II

BESTEMMELSER I OVERENSKOMSTER, SOM ER GÆLDENDE, OG SOM ALT EFTER OMSTÆNDIGHEDERNE ER BEGRÆNSET TIL DE PERSONER, DER ER DÆKKET AF DISSE BESTEMMELSER

(artikel 8, stk. 1)

Generelle bemærkninger

Det skal bemærkes, at de bestemmelser i bilaterale overenskomster, der ikke falder ind under denne forordnings anvendelsesområde, og som forbliver i kraft mellem medlemsstaterne, ikke er medtaget i dette bilag. Disse omfatter forpligtelser mellem medlemsstaterne i henhold til overenskomster, der f.eks. indeholder bestemmelser om sammenlægning af forsikringsperioder tilbagelagt i et tredjeland.

Bestemmelser i overenskomster om social sikring, der forbliver i kraft:

BELGIEN — TYSKLAND

Artikel 3 og 4 i slutprotokollen af 7. december 1957 til den almindelige overenskomst af samme dato i den udformning, som anført i tillægsprotokollen af 10. november 1960 (medregning af forsikringsperioder tilbagelagt i visse grænseområder før, under og efter Anden Verdenskrig).

BELGIEN — LUXEMBOURG

Overenskomsten af 24. marts 1994 om social sikring af grænsearbejdere (vedrørende den supplerende standardrefusion).

BULGARIEN — TYSKLAND

Artikel 28, stk. 1, litra b), i overenskomsten om social sikring af 17. december 1997 (opretholdelse af overenskomster mellem Bulgarien og den tidligere Tyske Demokratiske Republik for personer, som allerede modtog en pension før 1996).

▼M5

BULGARIEN — KROATIEN

Artikel 35, stk. 3, i overenskomsten om social sikring af 14. juli 2003 (anerkendelse af forsikringsperioder tilbagelagt indtil den 31. december 1957 til udgift for den kontraherende stat, hvor den forsikrede havde bopæl den 31. december 1957).

▼M1

BULGARIEN — ØSTRIG

Artikel 38, stk. 3, i overenskomsten om social sikring af 14. april 2005 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af denne bestemmelse forbliver begrænset til de personer, der er dækket af denne overenskomst.

BULGARIEN — SLOVENIEN

Artikel 32, stk. 2, i overenskomsten om social sikring af 18. december 1957 (medregning af forsikringsperioder tilbagelagt indtil den 31. december 1957).

DEN TJEKKISKE REPUBLIK — TYSKLAND

Artikel 39, stk. 1, litra b), i overenskomsten om social sikring af 27. juli 2001 (opretholdelse af overenskomsten mellem den tidligere Tjekkoslovakiske Republik og den tidligere Tyske Demokratiske Republik for personer, som allerede modtog en pension før 1996; medregning af forsikringsperioder tilbagelagt i en af de kontraherende stater for personer, som allerede modtog en pension for disse perioder den 1. september 2002 fra den anden kontraherende stat, mens de var bosat på dens område).

DEN TJEKKISKE REPUBLIK — CYPERN

Artikel 32, stk. 4, i overenskomst om social sikring af 19. januar 1999 (fastlæggelse af kompetencer til at beregne beskæftigelsesperioder, der er tilbagelagt under den relevante overenskomst fra 1976); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

DEN TJEKKISKE REPUBLIK — LUXEMBOURG

Artikel 52, stk. 8, i overenskomsten om social sikring af 17. november 2000 (medregning af pensionsforsikringsperioder for politiske flygtninge).

DEN TJEKKISKE REPUBLIK — ØSTRIG

Artikel 32, stk. 3, i overenskomsten om social sikring af 20. juli 1999 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

DEN TJEKKISKE REPUBLIK — SLOVAKIET

Artikel 12, 20 og 33 i overenskomsten om social sikring af 29. oktober 1992 (artikel 12 fastlægger kompetencen for tildeling af efterladteydelser; artikel 20 fastlægger kompetencen for beregning af forsikringsperioder tilbagelagt indtil datoen for opløsningen af Den Tjekkiske og Slovakiske Føderative Republik; artikel 33 fastlægger kompetencen for betaling af pensioner, der er tilkendt før datoen for opløsningen af Den Tjekkiske og Slovakiske Føderative Republik).

DANMARK — FINLAND

Artikel 7 i den nordiske konvention af 18. august 2003 om social sikring (om dækning af merudgifter som følge af sygdom under et midlertidigt ophold i et andet nordisk land, fordi der ved hjemrejsen til bopælslandet som følge af sygdommen må benyttes en rejseform, der er dyrere end den, der ellers ville være blevet anvendt).

DANMARK — SVERIGE

TYSKLAND — SPANIEN

Artikel 45, stk. 2, i overenskomst om social sikring af 4. december 1973 (repræsentation ved diplomatiske og konsulære myndigheder).

TYSKLAND — FRANKRIG

a) Tillægsoverenskomsten nr. 4 af 10. juli 1950 til den almindelige overenskomst af samme dato, som anført i tillægsoverenskomst nr. 2 af 18. juni 1955 (medregning af forsikringsperioder tilbagelagt mellem den 1. juli 1940 og den 30. juni 1950)

b) Afsnit I i nævnte tillægsoverenskomst nr. 2 (medregning af forsikringsperioder før den 8. maj 1945)

c) punkt 6, 7 og 8 i den almindelige protokol af 10. juli 1950 til den almindelige overenskomst af samme dato (administrativ aftale)

d) Afsnit II, III og IV i overenskomsten af 20. december 1963 (social sikring i Land Saar).

▼M5

TYSKLAND — KROATIEN

Artikel 41 i overenskomsten om social sikring af 24. november 1997 (afgørelse af spørgsmålet om rettigheder erhvervet før den 1. januar 1956 inden for den anden kontraherende stats ordning for social sikring); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

▼M1

TYSKLAND — LUXEMBOURG

Artikel 4, 5, 6 og 7 i overenskomsten af 11. juli 1959 (medregning af forsikringsperioder tilbagelagt mellem september 1940 og juni 1946).

TYSKLAND — UNGARN

Artikel 40, stk. 1, litra b), i overenskomsten om social sikring af 2. maj 1998 (opretholdelse af overenskomsten mellem den tidligere Tyske Demokratiske Republik og Ungarn for personer, som allerede modtog en pension før 1996).

TYSKLAND — NEDERLANDENE

Artikel 2 og 3 i tillægsoverenskomsten nr. 4 af 21. december 1956 til overenskomsten af 29. marts 1951 (afgørelse af spørgsmålet om rettigheder erhvervet af nederlandske arbejdstagere inden for den tyske ordning for social sikring mellem den 13. maj 1940 og den 1. september 1945).

TYSKLAND — ØSTRIG

a) Artikel 1, stk. 5, og artikel 8 i overenskomsten om arbejdsløshedsforsikring af 19. juli 1978 og artikel 10 i slutprotokollen til den nævnte overenskomst (tilkendelse af ydelser ved arbejdsløshed til grænsearbejdere fra det tidligere beskæftigelsesland) finder fortsat anvendelse på personer, som frem til den 1. januar 2005 var beskæftigede som grænsearbejdere, og som er blevet arbejdsløse inden den 1. januar 2011.

b) Artikel 14, stk. 2, litra g), h), i) og j), i overenskomsten om social sikring af 4. oktober 1995 (fastlæggelse af kompetencefordelingen mellem de to lande for så vidt angår tidligere forsikringssager og optjente forsikringsperioder); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

TYSKLAND — POLEN

a) Overenskomsten af 9. oktober 1975 om alders- og arbejdsskadebestemmelser på de i artikel 27, stk. 2, 3 og 4, i overenskomsten om social sikring af 8. december 1990 omhandlede vilkår (opretholdelse på grundlag af 1975-overenskomsten af retsstillingen for personer, som havde bopæl på Tysklands eller Polens område før den 1. januar 1991, og som fortsat har bopæl der)

b) Artikel 27, stk. 5, og artikel 28, stk. 2, i overenskomsten om social sikring af 8. december 1990 (opretholdelse af pensionsret på grundlag af overenskomsten fra 1957 mellem den tidligere Tyske Demokratiske Republik og Polen; medregning af forsikringsperioder tilbagelagt af polske ansatte under overenskomsten fra 1988 mellem den tidligere Tyske Demokratiske Republik og Polen).

TYSKLAND — RUMÆNIEN

Artikel 28, stk. 1, litra b), i overenskomsten om social sikring af 8. april 2005 (opretholdelse af overenskomsten mellem den tidligere Tyske Demokratiske Republik og Rumænien for personer, som allerede modtog en pension før 1996).

TYSKLAND — SLOVENIEN

Artikel 42 i overenskomsten om social sikring af 24. september 1997 (afgørelse af spørgsmålet om rettigheder erhvervet før den 1. januar 1956 under den anden kontraherende stats sociale sikringsordning); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

TYSKLAND — SLOVAKIET

Artikel 29, stk. 1, andet og tredje afsnit, i overenskomsten af 12. september 2002 (opretholdelse af overenskomsten mellem den tidligere Tjekkoslovakiske Republik og den tidligere Tyske Demokratiske Republik for personer, som allerede modtog en pension før 1996; medregning af forsikringsperioder tilbagelagt i en af de kontraherende stater for personer, som allerede modtog en pension for disse perioder den 1. december 2003 fra den anden kontraherende stat, mens de var bosat på dens område).

TYSKLAND — DET FORENEDE KONGERIGE

a) Artikel 7, stk. 5 og 6, i overenskomsten om social sikring af 20. april 1960 (lovgivning, som finder anvendelse på civilt ansatte inden for de væbnede styrker)

b) artikel 5, stk. 5 og 6, i overenskomsten om arbejdsløshedsforsikring af 20. april 1960 (lovgivning, som finder anvendelse på civilt ansatte inden for de væbnede styrker).

IRLAND — DET FORENEDE KONGERIGE

Artikel 19, stk. 2, i aftalen af 14. december 2004 om social sikring (overførsel og medregning af bidrag til invalideforsikringen).

SPANIEN — PORTUGAL

Artikel 22 i den almindelige overenskomst af 11. juni 1969 (eksport af ydelser ved arbejdsløshed). Denne angivelse forbliver i kraft i to år fra datoen for anvendelsen af denne forordning.

▼M5

KROATIEN — ITALIEN

a) Aftalen mellem Jugoslavien og Italien om regulering af gensidige forpligtelser vedrørende social sikring med henvisning til bilag XIV, punkt 7, i fredstraktaten, indgået ved noteveksling den 5. februar 1959 (medregning af forsikringsperioder tilbagelagt før den 18. december 1954); anvendelsen forbliver begrænset til de personer, der er dækket af denne aftale.

b) Artikel 44, stk. 3, i overenskomsten om social sikring mellem Republikken Kroatien og Den Italienske Republik af 27. juni 1997 vedrørende den tidligere zone B i friterritoriet Trieste (medregning af forsikringsperioder tilbagelagt før den 5. oktober 1956); anvendelsen af denne bestemmelse forbliver begrænset til de personer, der er dækket af denne overenskomst.

KROATIEN — UNGARN

Artikel 43, stk. 6, i overenskomsten om social sikring af 8. februar 2005 (anerkendelse af forsikringsperioder tilbagelagt indtil den 29. maj 1956 til udgift for den kontraherende stat, hvor den forsikrede havde bopæl den 29. maj 1956).

KROATIEN — ØSTRIG

Artikel 35 i overenskomsten om social sikring af 16. januar 1997 (medregning af forsikringsperioder tilbagelagt før den 1. januar 1956); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

KROATIEN — SLOVENIEN

a) Artikel 35, stk. 3, i overenskomsten om social sikring af 28. april 1997 (anerkendelse af bonusperioder efter den tidligere fælles stats lovgivning).

b) Artikel 36 og 37 i overenskomsten om social sikring af 28. april 1997 (ydelser erhvervet før den 8. oktober 1991 påhviler fortsat den kontraherende stat, som har tilkendt dem; pensioner tilkendt mellem den 8. oktober 1991 og den 1. februar 1998, hvor den nævnte overenskomst trådte i kraft, underkastes fornyet beregning for så vidt angår forsikringsperioder tilbagelagt i den anden kontraherende stat indtil den 31. januar 1998).

▼M1

ITALIEN — SLOVENIEN

a) Aftalen om regulering af gensidige forpligtelser vedrørende social sikring med henvisning til bilag XIV, punkt 7, i fredstraktaten, indgået ved noteveksling den 5. februar 1959 (medregning af forsikringsperioder tilbagelagt før den 18. december 1954); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af denne aftale.

b) Artikel 45, stk. 3, i overenskomsten om social sikring af 7. juli 1997 vedrørende den tidligere zone B i friterritoriet Trieste (medregning af forsikringsperioder tilbagelagt før den 5. oktober 1956); anvendelsen af denne bestemmelse forbliver begrænset til de personer, der er dækket af denne overenskomst.

LUXEMBOURG — PORTUGAL

Aftalen af 10. marts 1997 (om anerkendelse af afgørelser truffet af institutioner i én kontraherende part vedrørende invaliditetstilstanden hos pensionsansøgere fra institutioner i den anden kontraherende part).

LUXEMBOURG — SLOVAKIET

Artikel 50, stk. 5, i overenskomsten om social sikring af 23. maj 2002 (medregning af pensionsforsikringsperioder for politiske flygtninge).

UNGARN — ØSTRIG

Artikel 36, stk. 3, i overenskomsten om social sikring af 31. marts 1999 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

UNGARN — SLOVENIEN

Artikel 31 i overenskomsten om social sikring af 7. oktober 1957 (medregning af forsikringsperioder tilbagelagt før den 29. maj 1956); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

UNGARN — SLOVAKIET

Artikel 34, stk. 1, i overenskomsten om social sikring af 30. januar 1959 (artikel 34, stk. 1, i overenskomsten fastsætter, at forsikringsperioder tilkendt før dagen for overenskomstens undertegnelse er forsikringsperioder i den kontraherende stat, på hvis område den forsikrede havde bopæl); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

ØSTRIG — POLEN

Artikel 33, stk. 3, i overenskomsten om social sikring af 7. september 1998 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

ØSTRIG — RUMÆNIEN

Artikel 37, stk. 3, i aftalen om social sikring af 28. oktober 2005 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

ØSTRIG — SLOVENIEN

Artikel 37 i overenskomsten om social sikring af 10. marts 1997 (medregning af forsikringsperioder tilbagelagt før den 1. januar 1956); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

ØSTRIG — SLOVAKIET

Artikel 34, stk. 3, i overenskomsten om social sikring af 21. december 2001 (medregning af forsikringsperioder tilbagelagt før den 27. november 1961); anvendelsen af den nævnte bestemmelse forbliver begrænset til de personer, der er dækket af den.

FINLAND — SVERIGE

Artikel 7 i den nordiske konvention af 18. august 2003 om social sikring (om dækning af merudgifter som følge af sygdom under et midlertidigt ophold i et andet nordisk land, fordi der ved hjemrejsen til bopælslandet må benyttes en rejseform, der er dyrere end den, der ellers ville være blevet anvendt).

BILAG III BEGRÆNSNING AF RET TIL NATURALYDELSER FOR EN GRÆNSEARBEJDERS FAMILIEMEDLEMMER

BILAG III

BEGRÆNSNING AF RET TIL NATURALYDELSER FOR EN GRÆNSEARBEJDERS FAMILIEMEDLEMMER

(artikel 18, stk. 2)

DANMARK

ESTLAND (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

IRLAND

SPANIEN (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

▼M5

KROATIEN

▼M1

ITALIEN (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

LITAUEN (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

UNGARN (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

NEDERLANDENE (denne angivelse er gyldig i den i artikel 87, stk. 10a, omhandlede periode)

FINLAND

SVERIGE

DET FORENEDE KONGERIGE

▼C1

BILAG IV FLERE RETTIGHEDER FOR PENSIONISTER, DER VENDER TILBAGE TIL DEN KOMPETENTE MEDLEMSSTAT

BILAG IV

FLERE RETTIGHEDER FOR PENSIONISTER, DER VENDER TILBAGE TIL DEN KOMPETENTE MEDLEMSSTAT

(Artikel 27, stk. 2)

BELGIEN

▼M1

BULGARIEN

DEN TJEKKISKE REPUBLIK

▼C1

TYSKLAND

GRÆKENLAND

SPANIEN

FRANKRIG

▼M1

CYPERN

▼M1 —————

▼C1

LUXEMBOURG

▼M1

UNGARN

NEDERLANDENE

▼C1

ØSTRIG

▼M1

POLEN

SLOVENIEN

▼C1

SVERIGE

BILAG V Flere rettigheder for tidligere grænsearbejdere, der vender tilbage til den medlemsstat, hvor de tidligere udøvede deres lønnede eller selvstændige virksomhed (finder kun anvendelse, hvis den medlemsstat, hvor den kompetente institution, der er ansvarlig for udgifterne til de naturalydelser, der ydes pensionisten i hans bopælsland, er beliggende, også er opført på listen)

BILAG V

Flere rettigheder for tidligere grænsearbejdere, der vender tilbage til den medlemsstat, hvor de tidligere udøvede deres lønnede eller selvstændige virksomhed (finder kun anvendelse, hvis den medlemsstat, hvor den kompetente institution, der er ansvarlig for udgifterne til de naturalydelser, der ydes pensionisten i hans bopælsland, er beliggende, også er opført på listen)

(Artikel 28, stk. 2)

BELGIEN

TYSKLAND

SPANIEN

FRANKRIG

LUXEMBOURG

ØSTRIG

PORTUGAL

BILAG VI UDPEGNING AF TYPE A-LOVGIVNING, DER SKAL NYDE GODT AF DEN SÆRLIGE KOORDINERING

BILAG VI

UDPEGNING AF TYPE A-LOVGIVNING, DER SKAL NYDE GODT AF DEN SÆRLIGE KOORDINERING

(Artikel 44, stk. 1)

▼M1

DEN TJEKKISKE REPUBLIK

Fuld invalidepension til personer, hvis fulde invaliditet er indtruffet før det fyldte 18. år, og som ikke har været forsikret i den foreskrevne periode (afsnit 42 i lov om pensionsforsikring nr. 155/1995 Sml.)

ESTLAND

a) Invalidepensioner tilkendt før den 1. april 2000 i henhold til lov om offentlige ydelser og bibeholdt i henhold til lov om offentlig pensionsforsikring

b) Offentlige pensioner i anledning af invaliditet tilkendt i henhold til lov om offentlig pensionsforsikring

c) Invalidepensioner tilkendt i henhold til lov om tjeneste i de væbnede styrker, lov om tjeneste ved politiet, lov om den offentlige anklagemyndighed, lov om dommeres status, lov om løn til medlemmer af Riigikogu, lov om pension og andre sociale ydelser samt lov om offentlige ydelser proklameret af Præsidenten for Republikken Estland

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d) Arbejdsevneydelse tilkendt i henhold til lov om arbejdsevneydelse.

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IRLAND

Del 2, kapitel 17, i kodificeret lov af 2005 om social tryghed og sociale ydelser (Social Welfare Consolidation Act 2005)

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GRÆKENLAND

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Lovgivning vedrørende landbrugets forsikringsordning (OGA) i henhold til lov nr. 4169/1961

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KROATIEN

a) Invalidepension som følge af arbejdsrelateret skade eller sygdom i henhold til artikel 52, stk. 5, i loven om pensionsforsikring (OG 102/98, som ændret)

b) Ydelse ved fysisk skade i henhold til artikel 56 i loven om pensionsforsikring (OG 102/98, som ændret).

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LETLAND

Invalidepensioner (gruppe 3) i henhold til artikel 16, stk. 1, punkt 2, i lov om statslige pensioner af 1. januar 1996

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UNGARN

Fra 1. januar 2012 i henhold til lov CXCI 2011 om ydelser til personer med nedsat arbejdskapacitet og ændring af visse andre retsakter:

a) ydelser ved revalidering

b) ydelser ved invaliditet.

SLOVAKIET

Invalidepension til personer, som blev invalider som barn eller under fuldtids-ph.d.-studier i en alder under 26 år og som anses for altid at have tilbagelagt den foreskrevne forsikringsperiode (artikel 70, stk. 2, artikel 72, stk. 3, og artikel 73, stk. 3 og 4, i lov nr. 461/2003 om socialforsikring som ændret).

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FINLAND

Nationale pensioner til personer, der er født med handicap, eller som er blevet invalideret i en ung alder (lov om nationale pensioner (568/2007))

Invalidepensioner fastlagt efter overgangsbestemmelser og tilkendt før den 1. januar 1994 (lov om håndhævelse af nationale pensioner (569/2007))

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SVERIGE

Indtægtsbestemte ydelser ved sygdom og indtægtsbestemt aktivitetskompensation (kapitel 34 i lov om socialforsikring).

DET FORENEDE KONGERIGE

Arbejdsløsheds- og understøttelsesydelse (ESA)

a) For støtte tilkendt inden den 1. april 2016 er ESA en naturalydelse ved sygdom for de første 91 dage (vurderingsfasen). Fra den 92. dag bliver ESA (hovedfasen) til en invaliditetsydelse

b) For støtte tilkendt den 1. april 2016 eller derefter er ESA en naturalydelse ved sygdom for de første 365 dage (vurderingsfasen). Fra den 366. dag bliver ESA (støttegruppen) til en invaliditetsydelse.

Storbritanniens lovgivning: Del 1 i Welfare Reform Act 2007.

Nordirlands lovgivning: Del 1 i Welfare Reform Act (Nordirland) 2007.

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BILAG VII OVERENSSTEMMELSE MELLEM LOVGIVNINGEN I MEDLEMSSTATERNE OM KRITERIERNE I FORBINDELSE MED INVALIDITETSGRAD

BILAG VII

OVERENSSTEMMELSE MELLEM LOVGIVNINGEN I MEDLEMSSTATERNE OM KRITERIERNE I FORBINDELSE MED INVALIDITETSGRAD

(Artikel 46, stk. 3, i forordningen)

BELGIEN

Medlemsstater	Ordninger administreret af medlemsstaternes institutioner, der har truffet afgørelse om anerkendelse af invaliditetsgraden	Ordninger administreret af belgiske institutioner, for hvilke afgørelsen er bindende i tilfælde af overensstemmelse
		Almindelig ordning	Ordning for minearbejdere		Ordning for søfolk	Ossom
		Almindelig ordning	Almindelig invaliditet	Erhvervsudygtighed	Ordning for søfolk	Ossom
FRANKRIG	1. Generel ordning:
	– Gruppe III (plejetilfælde)	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Gruppe II	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Gruppe I	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	2. Ordning for landbruget
	– Fuld almindelig invaliditet	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– 2/3 almindelig invaliditet	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Plejetilfælde	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	3. Ordning for minearbejdere:
	– Partiel, almindelig invaliditet	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Plejetilfælde	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Erhvervsudygtighed	Ikke overensstemmelse	Ikke overensstemmelse	Overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
	4. Ordning for minearbejdere:
– Almindelig invaliditet	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
– Plejetilfælde	Overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
– Erhvervsudytighed	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
ITALIEN	1. Almindelig ordning:
	– Invaliditet (arbejdere)	Ikke overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Invaliditet (funktionærer)	Ikke overensstemmelse	Overensstemmelse	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	2. Ordning for søfolk:
– Utjenstdygtighed til søs	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
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FRANKRIG

Medlemsstater

Ordninger administreret af medlemsstaternes institutioner, der har truffet afgørelse om anerkendelse af invaliditetsgraden

Ordninger administreret af franske institutioner, for hvilke afgørelsen er bindende i tilfælde af overensstemmelse

Almindelig ordning

Ordning for landbruget

Ordning for minearbejdere

Ordning for søfolk

Gruppe I

Gruppe II

Gruppe III Plejetilfælde

2/3 Invaliditet

Fuld invaliditet

Plejetilfælde

2/3 almindelig invaliditet

Plejetilfælde

Erhvervsudygtighed

2/3 almindelig invaliditet

Fuld erhvervsudygtighed

Plejetilfælde

BELGIEN

1. Almindelig ordning

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

2. Ordning for minearbejdere

– partiel almindelig invaliditet

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

– Erhvervsudygtighed

Ikke overensstemmelse

Overensstemmelse (2)

3. Ordning for søfolk

Overensstemmelse (1)

Ikke overensstemmelse

Overensstemmelse (1)

Ikke overensstemmelse

Overensstemmelse (1)

Ikke overensstemmelse

ITALIEN

1. Almindelig ordning

– invaliditet (arbejdere)

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

– invaliditet (funktionærer)

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

Overensstemmelse

Ikke overensstemmelse

2. Ordning for søfolk

– Utjenstdygtighed til søs

Ikke overensstemmelse

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(1) For så vidt den invaliditet, der anerkendes af de belgiske institutioner, er almindelig invaliditet.

(2) Kun hvis den belgiske institution har anerkendt, at arbejderen ikke kan klare arbejde under jorden eller på jorden.

ITALIEN

Medlemsstater	Ordninger administreret af medlemsstaternes institutioner, der har truffet afgørelse om anerkendelse af invaliditetsgraden	Ordninger administreret af italienske institutioner, for hvilke afgørelsen er bindende i tilfælde af overensstemmelse
		Almindelig ordning		Søfolk, der er ude af stand til at sejle
		Arbejdere	Funktionærer	Søfolk, der er ude af stand til at sejle
BELGIEN	1. Almindelig ordning	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
	2. Ordning for minearbejdere
	– partiel almindelig invaliditet	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– erhvervsudygtighed	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
3. Ordning for søfolk	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
FRANKRIG	1. Almindelig ordning
	– Gruppe III (plejetilfælde)	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Gruppe II	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– Gruppe I	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	2. Ordning for landbruget
	– fuld almindelig invaliditet	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– partiel general invaliditet	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– plejetilfælde	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	3. Ordning for minearbejdere
	– fuld almindelig invaliditet	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– plejetilfælde	Overensstemmelse	Overensstemmelse	Ikke overensstemmelse
	– erhvervsudygtighed	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
	4. Ordning for søfolk
– partiel general invaliditet	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
– plejetilfælde	Ikke overensstemmelse	Ikke overensstemmelse	Ikke overensstemmelse
– erhvervsudygtighed

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BILAG VIII TILFÆLDE, HVOR PRO RATA-BEREGNINGEN UNDLADES ELLER IKKE FINDER ANVENDELSE

BILAG VIII

TILFÆLDE, HVOR PRO RATA-BEREGNINGEN UNDLADES ELLER IKKE FINDER ANVENDELSE

(artikel 52, stk. 4 og 5)

Del 1: Tilfælde, hvor pro rata-beregningen undlades eller ikke finder anvendelse i medfør af artikel 52, stk. 4

DANMARK

Alle pensionsansøgninger nævnt i lov om social pension med undtagelse af pensioner nævnt i bilag IX.

IRLAND

Alle ansøgninger om (midlertidig) statslig alderspension, (bidragspligtig) statslig alderspension og (bidragspligtig) enke- og enkemandspension.

CYPERN

Alle ansøgninger om alderspension samt enke- og enkemandspension.

LETLAND

a) Alle ansøgninger om invalidepension (loven om statslige pensioner af 1. januar 1996)

b) Alle ansøgninger om efterladtepension (loven om statslige pensioner af 1. januar 1996; loven om statsfinansierede pensioner af 1. juli 2001).

LITAUEN

Alle ansøgninger om statslig social efterladtepension beregnet på grundlag af efterladtepensionens grundbeløb (loven om statslige sociale pensioner).

NEDERLANDENE

Alle ansøgninger om alderspension i henhold til loven om almindelig alderdomsforsikring (Algemene Ouderdomswet (AOW)).

ØSTRIG

a) Alle ansøgninger om ydelser i henhold til forbundslov af 9. september 1955 om almindelig socialforsikring — Allgemeines Sozialversicherungsgesetz (ASVG), forbundslov af 11. oktober 1978 om socialforsikring for selvstændige beskæftiget i handelssektoren — Gewerblichen Sozialversicherungsgesetz (GSVG) og forbundslov af 11. oktober 1978 om socialsikring for selvstændige landbrugere — Bauern Sozialversicherungsgesetz (BSVG) og forbundslov af 30. november 1978 om socialsikring for selvstændige i liberale erhverv — Freiberuflich Selbstständigen Sozialversicherungsgesetz (FSVG)

b) Alle ansøgninger om invalidepension på grundlag af en pensionskonto i henhold til lov af 18. november 2004 om almindelig pension (Allgemeines Pensionsgesetz (APG))

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c) Alle ansøgninger om efterladtepension på grundlag af en pensionskonto i henhold til lov om almindelig pension (Allgemeines Pensionsgesetz, APG) af 18. november 2004, med undtagelse af tilfælde under del 2

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d) Alle ansøgninger om invalide- og efterladtepension fra de østrigske provinslægekamre (Landesärztekammer) baseret på grundydelser (grundydelse og eventuel supplerende ydelse eller grundbeløb)

e) Alle ansøgninger om ydelser i forbindelse med erhvervsbetinget, vedvarende uarbejdsdygtighed og efterladteydelser fra pensionsfonden under det østrigske dyrlægekammer

f) Alle ansøgninger om ydelser fra pensioner vedrørende erhvervsbetinget invaliditet samt enke- og børnepension i henhold til vedtægterne for de østrigske advokatsammenslutningers velfærdsinstitutioner, del A.

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g) Alle ansøgninger om ydelser i henhold til lov om notarforsikring af 3. februar 1972 — NVG 1972.

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POLEN

Alle ansøgninger om invalidepensioner, alderspensioner i henhold til den definerede ydelsesordning og efterladtepensioner, med undtagelse af tilfælde, hvor de samlede forsikringsperioder, der er tilbagelagt i henhold til lovgivningen i mere end én medlemsstat, er lig med eller længere end 20 år for kvinder og 25 år for mænd, men de nationale forsikringsperioder er under disse grænser (og ikke under 15 år for kvinder og 20 år for mænd), og beregningen foretages i henhold til artikel 27 og 28 i lov af 17. december 1998 (den polske statstidende 2015, punkt 748).

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PORTUGAL

Alle ansøgninger om invalide-, alders og efterladtepension, bortset fra de tilfælde, hvor de samlede forsikringsperioder tilbagelagt under mere end en medlemsstats lovgivning svarer til eller overstiger 21 kalenderår, men de nationale forsikringsperioder svarer til eller ligger under 20 år, og beregningen foretages i henhold til artikel 32 og 33 i lovdekret nr. 187/2007, af 10. maj 2007.

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SLOVAKIET

a) Alle ansøgninger om efterladtepension (enke-, enkemands- og børnepension), der beregnes efter gældende lov fra før 1. januar 2004, og hvis størrelse afhænger af en pension, som afdøde modtog indtil sin død

b) Alle ansøgninger om pension, der beregnes efter lov nr. 461/2003-sml. om social sikring med ændringer.

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SVERIGE

a) Ansøgninger om en alderspension i form af en garantipension (kapitel 66 og 67 i lov om socialforsikring)

b) Ansøgninger om en alderspension i form af en tillægspension (kapitel 63 i lov om socialforsikring).

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DET FORENEDE KONGERIGE

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Alle ansøgninger om alderspension, folkepension i henhold til del 1 i pensionsloven af 2014, enkepension og erstatning for tab, med undtagelse af dem, for hvilke i løbet af et skatteår, der begynder den 6. april 1975 eller derefter:

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i) den berørte part havde tilbagelagt forsikrings-, beskæftigelses- eller bopælsperiode i henhold til Det Forenede Kongeriges og en anden medlemsstats lovgivning, og et (eller flere) af disse skatteår ikke blev anset for at være et kvalificerende år efter Det Forenede Kongeriges lovgivning

ii) der vil blive taget hensyn til forsikringsperioder tilbagelagt i henhold til gældende lovgivning i Det Forenede Kongerige for perioderne inden 5. juli 1948 med henblik på anvendelsen af bestemmelserne i artikel 52, stk. 1, litra b), i forordningen ved at anvende forsikrings-, beskæftigelses- eller bopælsperioder efter lovgivningen i en anden medlemsstat.

Alle ansøgninger om tillægspension i henhold til Social Security Contributions and Benefits Act 1992, section 44, og Social Security Contributions and Benefits (Northern Ireland) Act 1992, section 44.

Del 2: Tilfælde, hvor artikel 52, stk. 5, finder anvendelse

BULGARIEN

Alderspensioner fra den tvungne pensionsforsikringsordning i henhold til del II, afsnit II, i lov om socialforsikring.

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DEN TJEKKISKE REPUBLIK

Pensioner udbetalt fra ordningen under søjle to, oprettet ved lov nr. 426/2011 sml., om pensionsopsparinger.

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DANMARK

a) Personlige pensioner

b) Ydelser ved dødsfald (på grundlag af bidrag til Arbejdsmarkedets Tillægspension i tiden før 1. januar 2002)

c) Ydelser ved dødsfald (på grundlag af bidrag til Arbejdsmarkedets Tillægspension i tiden efter 1. januar 2002) som omtalt i lov om Arbejdsmarkedets Tillægspension 942:2009.

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ESTLAND

Obligatorisk bidragsfinansieret alderspensionsordning.

FRANKRIG

Grund- eller tillægspensionsordninger, hvor alderspensionsydelser beregnes på grundlag af pensionspoints.

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KROATIEN

Pensioner fra den obligatoriske forsikringsordning på grundlag af individuelle kapitalopsparinger i henhold til loven om obligatoriske og frivillige pensionsfonde (OG 49/99, som ændret) og loven om pensionsforsikringsselskaber og udbetaling af pensioner på grundlag af individuelle kapitalopsparinger (OG 106/99, som ændret), undtagen i de tilfælde, der er omhandlet i artikel 47 og 48 i loven om obligatoriske og frivillige pensionsfonde (invalidepension som følge af generel uarbejdsdygtighed og efterladtepension).

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LETLAND

Alderspension (loven om statslige pensioner af 1. januar 1996; loven om statsfinansierede pensioner af 1. juli 2001).

UNGARN

Pensionsydelser baseret på medlemskab af private pensionsfonde.

ØSTRIG

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a) Alderspensioner og heraf afledte efterladtepensioner på grundlag af en pensionskonto i henhold til lov af 18. november 2004 om almindelig pension (Allgemeines Pensionsgesetz (APG))

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b) Obligatoriske ydelser i henhold til artikel 41 i forbundsloven af 28. december 2001, BGBl I Nr. 154 om de østrigske apotekeres generelle lønfond (Pharmazeutische Gehaltskasse für Österreich)

c) Alders- og førtidspension fra de østrigske provinslægekamre baseret på grundydelser (grundydelse og eventuel supplerende ydelse eller grundbeløb) samt alle pensionsydelser fra de østrigske provinslægekamre baseret på supplerende ydelser (tillægspension eller individuel pension)

d) Alderdomsydelser fra pensionsfonden under det østrigske dyrlægekammer

e) Ydelser i henhold til vedtægterne for de østrigske advokatsammenslutningers velfærdsinstitutioner, del A og B, undtagen ydelser fra pensioner vedrørende invaliditet samt enke- og børnepension i henhold til vedtægterne for de østrigske advokatsammenslutningers velfærdsinstitutioner, del A

f) Ydelser fra velfærdsinstitutionerne under forbundskammeret for arkitekter og rådgivende ingeniører i henhold til loven om det østrigske civilingeniørkammer (Ziviltechnikerkammergesetz) af 1993 og vedtægterne for velfærdsinstitutionerne, undtagen ydelser vedrørende erhvervsbetinget invaliditet og efterladteydelser på grundlag af sidstnævnte ydelser

g) Ydelser i henhold til vedtægterne for velfærdsinstitutionen under forbundskammeret for professionelle regnskabskyndige og skatterådgivere under den østrigske lov om professionelle regnskabskyndige og skatterådgivere (Wirtschaftstreuhandberufsgesetz).

POLEN

Alderspensioner efter ordningen med faste bidrag.

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PORTUGAL

Supplerende pensioner, der bevilges i henhold til lovdekret nr. 26/2008 af 22. februar 2008 (offentlig kapitaliseringsordning).

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SLOVENIEN

Pension fra den tvungne supplerende pensionsforsikring.

SLOVAKIET

Tvungen opsparing til alderspension.

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SVERIGE

Alderspension i form af indkomstpension og præmiepension (kapitel 62 og 64 i lov om socialforsikring).

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DET FORENEDE KONGERIGE

Forholdsmæssige alderspensionsydelser, der udbetales i henhold til National Insurance Act 1965, section 36 og 37, og National Insurance Act (Northern Ireland) 1966, section 35 og 36.

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ANNEX IX BENEFITS AND AGREEMENTS WHICH ALLOW THE APPLICATION OF ARTICLE 54

ANNEX IX

BENEFITS AND AGREEMENTS WHICH ALLOW THE APPLICATION OF ARTICLE 54

I. Benefits referred to in Article 54(2)(a) of the Regulation, the amount of which is independent of the length of periods of insurance or residence completed

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BELGIUM

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Benefits relating to the general invalidity scheme, the special invalidity scheme for miners and the special scheme for merchant navy mariners

Benefits on insurance for self-employed persons against incapacity to work

Benefits relating to invalidity in the overseas social insurance scheme and the invalidity scheme for former employees of the Belgian Congo and Rwanda-Urundi

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DENMARK

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The full Danish national old-age pension acquired after 10 years' residence by persons who will have been awarded a pension by 1 October 1989

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IRELAND

Type A Invalidity pension

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GREECE

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Benefits under Law No 4169/1961 relating to the agricultural insurance scheme (OGA)

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SPAIN

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Survivors' pensions granted under the general and special schemes, with the exception of the Special Scheme for Civil Servants

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FRANCE

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Invalidity pension under the general social security system or under the agricultural workers scheme

Widower's or widow's invalidity pension under the general social security system or under the agricultural workers scheme where it is calculated on the basis of the deceased spouse's invalidity pension settled in accordance with Article 52(1)(a)

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LATVIA

Invalidity pensions (third group) under Article 16(1)(2) of the Law on State Pensions of 1 January 1996

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NETHERLANDS

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Disability Insurance Act of 18 February 1966, as amended (WAO)

Self-employed Persons Disablement Benefits Act of 24 April 1997, as amended (WAZ)

General Surviving Relatives Act of 21 December 1995 (ANW)

The Work and Income according to Labour Capacity Act of 10 November 2005 (WIA)

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FINLAND

National pensions to persons who are born disabled or become disabled at an early age (the National Pensions Act, 568/2007)

National pensions and spouse's pensions determined according to the transitional rules and awarded prior to the 1 of January 1994 (Act on Enforcement of the National Pensions Act, 569/2007)

The additional amount of child’s pension when calculating independent benefit according to the National Pension Act (the National Pension Act, 568/2007)

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SWEDEN

Income-related sickness compensation and income-related activity compensation (Chapter 34 of the Social Insurance Code)

Guaranteed pension and guaranteed compensation which replaced the full state pensions provided under the legislation on the state pension which applied before 1 January 1993, and the full state pension awarded under the transitional rules of the legislation applying from that date

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II. Benefits referred to in Article 54(2)(b) of the Regulation, the amount of which is determined by reference to a credited period deemed to have been completed between the date on which the risk materialised and a later date

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GERMANY

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Invalidity and survivors' pensions, for which account is taken of a supplementary period

Old-age pensions, for which account is taken of a supplementary period already acquired

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SPAIN

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The pensions for retirement or retirement for permanent disability (invalidity) under the Special Scheme for Civil Servants due under Title I of the consolidated text of the Law on State Pensioners if at the time of materialisation of the risk the beneficiary was an active civil servant or treated as such; death and survivors' (widows'/widowers', orphans' and parents') pensions due under Title I of the consolidated text of the Law on State Pensioners if at the time of death the civil servant was active or treated as such

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ITALY

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Italian pensions for total incapacity for work (inabilità)

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LATVIA

Survivors' pension calculated on the basis of assumed insurance periods (Article 23(8) of the Law on State Pensions of 1 January 1996)

LITHUANIA

(a)

State social insurance work incapacity pensions, paid under the Law on State Social Insurance Pensions

(b)

State social insurance survivors’ and orphans’ pensions, calculated on the basis of the work incapacity pension of the deceased under the Law on State Social Insurance Pensions

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LUXEMBOURG

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Invalidity and survivors' pensions

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SLOVAKIA

(a)

Slovak invalidity pension and survivors' pension derived therefrom

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FINLAND

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Employment pensions for which account is taken of future periods according to the national legislation

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SWEDEN

Sickness compensation and activity compensation in the form of guarantee compensation (Chapter 35 of the Social Insurance Code)

Survivors' pension calculated on the basis of credited insurance periods (Chapters 76-85 of the Social Insurance Code)

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III. Agreements referred to in Article 54(2)(b)(i) of the Regulation intended to prevent the same credited period being taken into account two or more times:

The Social Security Agreement of 28 April 1997 between the Republic of Finland and the Federal Republic of Germany

The Social Security Agreement of 10 November 2000 between the Republic of Finland and the Grand Duchy of Luxembourg

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Nordic Convention on social security of 18 August 2003

BILAG X SÆRLIGE IKKE-BIDRAGSPLIGTIGE KONTANTYDELSER

BILAG X

SÆRLIGE IKKE-BIDRAGSPLIGTIGE KONTANTYDELSER

(artikel 70, stk. 2, litra c))

BELGIEN

a) Ydelse ved indkomstbortfald (lov af 27. februar 1987)

b) Garanteret mindsteindtægt til ældre (lov af 22. marts 2001).

BULGARIEN

Social alderspension (artikel 89 i lov om social forsikring).

DEN TJEKKISKE REPUBLIK

Socialydelse (den statslige sociale bistandslov nr. 117/1995 Sml.).

DANMARK

Boligstøtte til pensionister (lov om individuel boligstøtte, lovbekendtgørelse nr. 725 af 4. august 1994, som ændret ved lov nr. 204 af 29. marts 1995).

TYSKLAND

a) Underholdshjælp til ældre og til personer med nedsat erhvervsevne i henhold til kapitel 4 i lov om social sikring (SGB), bog XII

b) Underholdshjælp i henhold til grundsikringen for arbejdssøgende, medmindre den arbejdssøgende opfylder betingelserne for et midlertidigt tilskud efter bortfald af arbejdsløshedsunderstøttelse (§ 24, stk. 1, i lov om social sikring (SGB), bog II).

ESTLAND

a) Ydelse til voksne handicappede (lov om sociale ydelser til handicappede af 27. januar 1999)

b) Statslig arbejdsløshedsunderstøttelse (lov om social beskyttelse af arbejdsløse af 29. september 2005).

IRLAND

a) Ydelse til arbejdssøgende (Social Welfare Consolidation Act 2005, del 3, kapitel 2)

b) Statspension (ikke-bidragspligtig) (Social Welfare Consolidation Act 2005, del 3, kapitel 4)

c) Enkepension (ikke-bidragspligtig) og enkemandspension (ikke-bidragspligtig) (Social Welfare Consolidation Act 2005, del 3, kapitel 6)

d) Invaliditetsydelse (Social Welfare Consolidation Act 2005, del 3, kapitel 10)

e) Befordringstilskud (Health Act 1970, afsnit 61)

f) Blindepension (Social Welfare Consolidation Act 2005, del 3, kapitel 5).

GRÆKENLAND

Særlige ydelser til ældre (lov 1296/82).

SPANIEN

a) Garanteret mindsteindtægt (lov nr. 13/82 af 7. april 1982)

b) Kontante bistandsydelser til ældre og til uarbejdsdygtige invalider (kongeligt dekret nr. 2620/81 af 24. juli 1981)

i) Ikke-bidragspligtig invalide- og alderspension som fastsat i artikel 38, stk. 1, i den konsoliderede tekst til almindelig lov om social sikring, som stadfæstet ved kongeligt dekret nr. 1/1994 af 20. juni1994; og

ii) tillæg til ovennævnte pensioner, som fastsat i lovgivningen i de selvstyrende regioner, hvor sådanne tillægsydelser sikrer en eksistensminimumsindkomst under hensyn til de økonomiske og sociale forhold i de pågældende selvstyrende regioner

d) Mobilitetsfremmende ydelser og befordringstilskud (lov nr. 13/1982 af 7. april 1982).

FRANKRIG

a) Supplerende ydelser fra:

i) Den Særlige Invaliditetsfond, og

ii) Alderdomssolidaritetsfonden i forhold til de sikrede rettigheder

(lov af 30. juni 1956 som kodificeret i bog VIII i lov om social sikring);

b) Ydelse til voksne handicappede (lov af 30. juni 1975 som kodificeret i bog VIII i lov om social sikring)

c) Særlig ydelse (lov af 10. juli 1952 som kodificeret i bog VIII i lov om social sikring) i forhold til de sikrede rettigheder

d) Solidaritetsydelse til ældre (bekendtgørelse af 24. juni 2004 som kodificeret i bog VIII i lov om social sikring) fra 1. januar 2006.

ITALIEN

a) Socialpension til ubemidlede (lov nr. 153 af 30. april 1969)

b) Pensioner og ydelser til civilt handicappede og invalider (lov nr. 118 af 30. marts 1971, nr. 18 af 11. februar 1980 og nr. 508 af 23. november 1988)

c) Pensioner og ydelser til døvstumme (lov nr. 381 af 26. maj 1970 og nr. 508 af 23. november 1988)

d) Pensioner og ydelser til blinde (lov nr. 382 af 27. maj 1970 og nr. 508 af 23. november 1988)

e) Tillæg til minimumspensionen (lov nr. 218 af 4. april 1952, nr. 638 af 11. november 1983 og nr. 407 af 29. december 1990)

f) Tillæg til invaliditetsydelser (lov nr. 222 af 12. juni 1984)

g) Socialydelse (lov nr. 335 af 8. august 1995)

h) Socialtillæg (artikel 1, stk. 1 og 12, i lov nr. 544 af 29. december 1988 og efterfølgende ændringer).

CYPERN

a) Socialpension (lov om socialpension af 1995 (lov 25(I)/95), som ændret)

b) Ydelse til svært motorisk handicappede (ministerrådets afgørelse nr. 38 210 af 16. oktober 1992, nr. 41 370 af 1. august 1994, nr. 46 183 af 11. juni1997 og nr. 53 675 af 16. maj 2001)

c) Særlig ydelse til blinde (lov om særlige ydelser fra 1996 (lov 77(I)/96), som ændret).

LETLAND

a) Statslig social sikringsydelse (lov om statslige socialydelser af 1. januar 2003)

b) Befordringstilskud til handicappede med begrænset mobilitet (lov om statslige socialydelser af 1. januar 2003).

LITAUEN

a) Socialpension (lov fra 2005 om statslige socialydelser, artikel 5)

b) Socialhjælpsydelse (lov fra 2005 om statslige socialydelser, artikel 15)

c) Særligt befordringstilskud til handicappede med mobilitetsproblemer (lov om befordringstilskud fra 2000, artikel 7)

LUXEMBOURG

Underholdshjælp til svært handicappede (artikel 1, stk. 2, i lov af 12. september 2003) med undtagelse af personer, der er anerkendt som handicappede arbejdstagere, og som er beskæftiget på det almindelige arbejdsmarked eller i et beskyttet miljø.

UNGARN

a) Invaliderente (ministerrådets dekret nr. 83/1987 (XII 27) om invaliderente)

b) Ikke-bidragspligtig aldersrente (lov III af 1993 om social forvaltning og sociale ydelser)

c) Befordringstilskud (regeringsdekret nr. 164/1995 (XII 27) om befordringstilskud til svært fysisk handicappede).

MALTA

a) Supplerende ydelse (afdeling 73 i lov om social sikring (kap. 318) fra 1987)

b) Alderspension (lov om social sikring (kap. 318) fra 1987).

NEDERLANDENE

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a) Lov af 24. april 1997 om hjælp til arbejde og beskæftigelse for handicappede unge (Wet Wajong)

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b) Lov om supplerende ydelser (TW) af 6. november 1986.

ØSTRIG

Kompenserende tillægsydelse (forbundslov af 9. september 1955 om almindelig socialforsikring — ASVG, forbundslov af 11. oktober 1978 om socialforsikring for selvstændige erhvervsdrivende inden for handel og håndværk — GSVG og forbundslov af 11. oktober 1978 om socialforsikring for selvstændige erhvervsdrivende inden for jord- og skovbrug — BSVG).

POLEN

Socialpension (lov af 27. juni 2003 om socialpension).

PORTUGAL

a) Ikke-bidragspligtig alders- og invalidepension (lovdekret nr. 464/80 af 13. oktober 1980)

b) Ikke-bidragspligtig enkepension (forordning nr. 52/81 af 11. november 1981)

c) Solidaritetstillæg til ældre (lovdekret nr. 232/2005 af 29. december 2005, ændret ved lovdekret nr. 236/2006 af 11. december 2006).

SLOVENIEN

a) Statspension (lov om pensions- og invalideforsikring af 23. december 1999)

b) Indkomststøtte til pensionister (lov om pensions- og invalideforsikring af 23. december 1999)

c) Underholdshjælp (lov om pensions- og invalideforsikring af 23. december 1999).

SLOVAKIET

a) Tillæg tilkendt før den 1. januar 2004 til pensioner, der er den eneste indkomstkilde

b) Socialpension, som er blevet tilkendt før den 1. januar 2004.

FINLAND

a) Boligydelse til pensionister (lov om boligydelse til pensionister, 571/2007)

b) Arbejdsmarkedsydelse (lov om arbejdsløshedsydelser 1290/2002)

c) Særlig bistand til indvandrere (lov om særlig bistand til indvandrere 1192/2002).

SVERIGE

a) Boligstøtte til pensionister (lov 2001: 761)

b) Økonomisk støtte til ældre (lov 2001: 853).

DET FORENEDE KONGERIGE

a) Tillæg til statspension (State Pension Credit Act 2002 og State Pension Credit Act (Northern Ireland) 2002)

b) Indkomstbaserede ydelser til arbejdssøgende (Jobseekers Act 1995 og Jobseekers (Northern Ireland) Order 1995)

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d) Befordringstilskud til invalidepension (Social Security Contributions and Benefits Act 1992 og Social Security Contributions and Benefits (Northern Ireland) Act 1992)

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e) Indtægtsrelateret arbejdsløsheds- og understøttelsesydelse (Welfare Reform Act 2007 og Welfare Reform Act (Northern Ireland) 2007)

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ANNEX XI SPECIAL PROVISIONS FOR THE APPLICATION OF THE LEGISLATION OF THE MEMBER STATES

ANNEX XI

SPECIAL PROVISIONS FOR THE APPLICATION OF THE LEGISLATION OF THE MEMBER STATES

(Articles 51(3), 56(1) and 83)

BULGARIA

Article 33(1) of the Bulgarian Health Insurance Act shall apply to all persons for whom Bulgaria is the competent Member State under Chapter 1 of Title III of this Regulation.

CZECH REPUBLIC

For the purposes of defining members of the family according to Article 1(i), ‘spouse’ also includes registered partners as defined in the Czech act no. 115/2006 Coll., on registered partnership.

DENMARK

(a)

For the purpose of calculating the pension under the ‘lov om social pension’ (Social Pension Act), periods of activity as an employed or self-employed person completed under Danish legislation by a frontier worker or a worker who has gone to Denmark to do work of a seasonal nature are regarded as periods of residence completed in Denmark by the surviving spouse in so far as, during those periods, the surviving spouse was linked to the abovementioned worker by marriage without separation from bed and board or de facto separation on grounds of incompatibility, and provided that, during those periods, the spouse resided in the territory of another Member State. For the purposes of this point, ‘work of a seasonal nature’ means work which, being dependent on the succession of the seasons, automatically recurs each year.

(b)

For the purpose of calculating the pension under the ‘lov om social pension’ (Social Pension Act), periods of activity as an employed or self-employed person completed under Danish legislation before 1 January 1984 by a person to whom point 1(a) does not apply shall be regarded as periods of residence completed in Denmark by the surviving spouse, in so far as, during those periods, the surviving spouse was linked to the person by marriage without separation from bed and board or de facto separation on grounds of incompatibility, and provided that, during those periods, the spouse resided in the territory of another Member State.

(c)

Periods to be taken into account under points (a) and (b) shall not be taken into consideration if they coincide with the periods taken into account for the calculation of the pension due to the person concerned under the legislation on compulsory insurance of another Member State or with the periods during which the person concerned received a pension under such legislation. These periods shall, however, be taken into consideration if the annual amount of the said pension is less than half the basic amount of the social pension.

(a)

Notwithstanding the provisions of Article 6 of this Regulation, persons who have not been gainfully employed in one or more Member States are entitled to a Danish social pension only if they have been, or have previously been, permanent residents of Denmark for at least 3 years, subject to the age limits prescribed by Danish legislation. Subject to Article 4 of this Regulation, Article 7 does not apply to a Danish social pension to which entitlement has been acquired by such persons.

(b)

The abovementioned provisions do not apply to Danish social pension entitlement for the members of the family of persons who are or have been gainfully employed in Denmark, or for students or the members of their families.

The temporary benefit for unemployed persons who have been admitted to the ledighedsydelse (flexible job' scheme) (Law No 455 of 10 June 1997) is covered by Title III, Chapter 6 of this Regulation. As regards unemployed persons going to another Member State, Articles 64 and 65 will be applicable when this Member State has similar employment schemes for the same category of persons.

Where the beneficiary of a Danish social pension is also entitled to a survivor’s pension from another Member State, these pensions for the implementation of Danish legislation shall be regarded as benefits of the same kind within the meaning of Article 53(1) of this Regulation, subject to the condition, however, that the person whose periods of insurance or of residence serve as the basis for the calculation of the survivor’s pension had also acquired a right to a Danish social pension.

GERMANY

Notwithstanding Article 5(a) of this Regulation and Article 5(4) point 1 of the Sozialgesetzbuch VI (Volume VI of the Social Code), a person who receives a full old-age pension under the legislation of another Member State may request to be compulsorily insured under the German pension insurance scheme.

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Notwithstanding Article 5(a) of this Regulation and Article 7 of the Sozialgesetzbuch VI (Volume VI of the Social Code), a person who is compulsorily insured in another Member State or receives an old-age pension under the legislation of another Member State may join the voluntary insurance scheme in Germany.

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For the purpose of granting cash benefits under §47(1) of SGB V, §47(1) of SGB VII and §200(2) of the Reichsversicherungsordnung to insured persons who live in another Member State, German insurance schemes calculate net pay, which is used to assess benefits, as if the insured person lived in Germany, unless the insured person requests an assessment on the basis of the net pay which he actually receives.

Nationals of other Member States whose place of residence or usual abode is outside Germany and who fulfil the general conditions of the German pension insurance scheme may pay voluntary contributions only if they had been voluntarily or compulsorily insured in the German pension insurance scheme at some time previously; this also applies to stateless persons and refugees whose place of residence or usual abode is in another Member State.

5.	The pauschale Anrechnungszeit (fixed credit period) pursuant to Article 253 of the Sozialgesetzbuch VI (Volume VI of the Social Code) shall be determined exclusively with reference to German periods.

6.	In cases where the German pension legislation, in force on 31 December 1991, is applicable for the recalculation of a pension, only the German legislation applies for the purposes of crediting German Ersatzzeiten (substitute periods).

The German legislation on accidents at work and occupational diseases to be compensated for under the law governing foreign pensions and on benefits for insurance periods which can be credited under the law governing foreign pensions in the territories named in paragraph 1(2)(3) of the Act on affairs of displaced persons and refugees (Bundesvertriebenengesetz) continues to apply within the scope of application of this Regulation, notwithstanding the provisions of paragraph 2 of the Act on foreign pensions (Fremdrentengesetz).

For the calculation of the theoretical amount referred to in Article 52(1)(b)(i) of this Regulation, in pension schemes for liberal professions, the competent institution shall take as a basis, in respect of each of the years of insurance completed under the legislation of any other Member State, the average annual pension entitlement acquired during the period of membership of the competent institution through the payment of contributions.

ESTONIA

For the purpose of calculating parental benefits, periods of employment in Member States other than Estonia shall be considered to be based on the same average amount of Social Tax as paid during the periods of employment in Estonia with which they are aggregated. If during the reference year the person has been employed only in other Member States, the calculation of the benefit shall be considered to be based on the average Social Tax paid in Estonia between the reference year and the maternity leave.

IRELAND

Notwithstanding Articles 21(2) and 62 of this Regulation, for the purposes of calculating the prescribed reckonable weekly earnings of an insured person for the grant of sickness or unemployment benefit under Irish legislation, an amount equal to the average weekly wage of employed persons in the relevant prescribed year shall be credited to that insured person in respect of each week of activity as an employed person under the legislation of another Member State during that prescribed year.

Where Article 46 of this Regulation applies, if the person concerned suffers incapacity for work leading to invalidity while subject to the legislation of another Member State, Ireland shall, for the purposes of Section 118(1)(a) of the Social Welfare Consolidation Act 2005, take account of any periods during which, in respect of the invalidity that followed that incapacity for work, he/she would have been regarded as being incapable of work under Irish legislation.

GREECE

Law No 1469/84 concerning voluntary affiliation to the pension insurance scheme for Greek nationals and foreign nationals of Greek origin is applicable to nationals of other Member States, stateless persons and refugees, where the persons concerned, regardless of their place of residence or stay, have at some time in the past been compulsorily or voluntarily affiliated to the Greek pension insurance scheme.

Notwithstanding Article 5(a) of this Regulation and Article 34 of Law 1140/1981, a person who receives a pension in respect of accidents at work or occupational diseases under the legislation of another Member State may request to be compulsorily insured under the legislation applied by OGA, to the extent that he/she pursues an activity falling within the scope of that legislation.

SPAIN

For the purposes of implementing Article 52(1)(b)(i) of this Regulation, the years which the worker lacks to reach the pensionable or compulsory retirement age as stipulated under Article 31(4) of the consolidated version of the Ley de Clases Pasivas del Estado (Law on State Pensioners) shall be taken into account as actual years of service to the State only if at the time of the event in respect of which invalidity or death pensions are due, the beneficiary was covered by Spain’s special scheme for civil servants or was performing an activity assimilated under the scheme, or if, at the time of the event in respect of which the pensions are due, the beneficiary was performing an activity that would have required the person concerned to be included under the State’s special scheme for civil servants, the armed forces or the judiciary, had the activity been performed in Spain.

(a)

Under Article 56(1)(c) of this Regulation, the calculation of the theoretical Spanish benefit shall be carried out on the basis of the actual contributions of the person during the years immediately preceding payment of the last contribution to Spanish social security. Where, in the calculation of the basic amount for the pension, periods of insurance and/or residence under the legislation of other Member States have to be taken into account, the contribution basis in Spain which is closest in time to the reference periods shall be used for the aforementioned periods, taking into account the development of the retail price index.

(b)

The amount of the pension obtained shall be increased by the amount of the increases and revaluations calculated for each subsequent year for pensions of the same nature.

Periods completed in other Member States which must be calculated in the special scheme for civil servants, the armed forces and the judicial administration, will be treated in the same way, for the purposes of Article 56 of this Regulation, as the periods closest in time covered as a civil servant in Spain.

The additional amounts based on age referred to in the Second Transitional Provision of the General Law on Social Security shall be applicable to all beneficiaries of the Regulation who have contributions to their name under the Spanish legislation prior to 1 January 1967; it shall not be possible, by application of Article 5 of this Regulation, to treat periods of insurance credited in another Member State prior to the aforementioned date as being the same as contributions paid in Spain, solely for the present purposes. The date corresponding to 1 January 1967 shall be 1 August 1970 for the Special Scheme for Seafarers and 1 April 1969 for the Special Social Security Scheme for Coal Mining.

FRANCE

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For persons receiving benefits in kind in France pursuant to Articles 17, 24 or 26 of this Regulation who are resident in the French departments of Haut-Rhin, Bas-Rhin or Moselle, benefits in kind provided on behalf of the institution of another Member State which is responsible for bearing their cost include benefits provided by both the general sickness insurance scheme and the obligatory supplementary local sickness insurance scheme of Alsace-Moselle.

French legislation applicable to a person engaged, or formerly engaged, in an activity as an employed or self-employed person for the application of Chapter 5 of Title III of this Regulation includes both the basic old-age insurance scheme(s) and the supplementary retirement scheme(s) to which the person concerned was subject.

CYPRUS

For the purpose of applying the provisions of Articles 6, 51 and 61 of this Regulation, for any period commencing on or after 6 October 1980, a week of insurance under the legislation of the Republic of Cyprus is determined by dividing the total insurable earnings for the relevant period by the weekly amount of the basic insurable earnings applicable in the relevant contribution year, provided that the number of weeks so determined shall not exceed the number of calendar weeks in the relevant period.

MALTA

Special provisions for civil servants

(a)

Solely for the purposes of the application of Articles 49 and 60 of this Regulation, persons employed under the Malta Armed Forces Act (Chapter 220 of the Laws of Malta), the Police Act (Chapter 164 of the Laws of Malta) and the Prisons Act (Chapter 260 of the Laws of Malta) shall be treated as civil servants.

(b)

Pensions payable under the above Acts and under the Pensions Ordinance (Chapter 93 of the Laws of Malta) shall, solely for the purposes of Article 1(e) of the Regulation, be considered as ‘special schemes for civil servants’.

NETHERLANDS

Health care insurance

(a)

As regards entitlement to benefits in kind under Dutch legislation, persons entitled to benefits in kind for the purpose of the implementation of Chapters 1 and 2 of Title III of this Regulation shall mean:

(i)

persons who, under Article 2 of the Zorgverzekeringswet (Health Care Insurance Act), are obliged to take out insurance under a health care insurer; and

(ii)

in so far as they are not already included under point (i), members of the family of active military personnel who are living in another Member State and persons who are resident in another Member State and who, under this Regulation are entitled to health care in their state of residence, the costs being borne by the Netherlands.

(b)

The persons referred to in point 1(a)(i) must, in accordance with the provisions of the Zorgverzekeringswet (Health Care Insurance Act) take out insurance with a health care insurer, and the persons referred to in point 1(a)(ii) must register with the College voor zorgverzekeringen (Health Care Insurance Board).

(c)

The provisions of the Zorgverzekeringswet (Health Care Insurance Act) and the Algemene Wet Bijzondere Ziektekosten (General Act on Exceptional Medical Expenses) concerning liability for the payment of contributions shall apply to the persons referred to in point (a) and the members of their families. In respect of members of the family, the contributions shall be levied on the person from whom the right to health care is derived with the exception of the members of the family of military personnel living in another Member State, who shall be levied directly.

(d)

The provisions of the Zorgverzekeringswet (Health Care Insurance Act) concerning late insurance shall apply mutatis mutandis in the event of late registration with the College voor zorgverzekeringen (Health Care Insurance Board) in respect of the persons referred to in point 1(a)(ii).

(e)

Persons entitled to benefits in kind by virtue of the legislation of a Member State other than the Netherlands who reside in the Netherlands or stay temporarily in the Netherlands shall be entitled to benefits in kind in accordance with the policy offered to insured persons in the Netherlands by the institution of the place of residence or the place of stay, taking into account Article 11(1), (2) and (3) and Article 19(1) of the Zorgverzekeringswet (Health Care Insurance Act), as well as to benefits in kind provided for by the Algemene Wet Bijzondere Ziektekosten (General Act on Exceptional Medical Expenses).

(f)

For the purposes of Articles 23 to 30 of this Regulation, the following benefits (in addition to pensions covered by Title III, Chapters 4 and 5 of this Regulation) shall be treated as pensions due under Dutch legislation:

—

pensions awarded under the Law of 6 January 1966 on pensions for civil servants and their survivors (Algemene burgerlijke pensioenwet) (Netherlands Civil Service Pensions Act),

—

pensions awarded under the Law of 6 October 1966 on pensions for military personnel and their survivors (Algemene militaire pensioenwet) (Military Pensions Act),

—

benefits for incapacity for work awarded under the Law of 7 June 1972 on benefits for incapacity for work for military personnel (Wetarbeidsongeschiktheidsvoorziening militairen) (Military Personnel Incapacity for Work Act),

—

pensions awarded under the Law of 15 February 1967 on pensions for employees of the NV Nederlandse Spoorwegen (Dutch Railway Company) and their survivors (Spoorwegpensioenwet) (Railway Pensions Act),

—

pensions awarded under the Reglement Dienstvoorwaarden Nederlandse Spoorwegen (Regulation governing conditions of employment of the Netherlands Railway Company),

—

benefits awarded to retired persons before reaching the pensionable age of 65 years under a pension designed to provide income for former employed persons in their old age, or benefits provided in the event of premature exit from the labour market under a scheme set up by the state or by an industrial agreement for persons aged 55 or over,

—

benefits awarded to military personnel and civil servants under a scheme applicable in the event of redundancy, superannuation and early retirement.

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(h)

For the purposes of Article 18(1) of this Regulation, the persons referred to in point 1(a)(ii) of this Annex who stay temporarily in the Netherlands shall be entitled to benefits in kind in accordance with the policy offered to insured persons in the Netherlands by the institution of the place of stay, taking into account Article 11(1), (2) and (3) and Article 19(1) of the Zorgverzekeringswet (Health Care Insurance Act), as well as to benefits in kind provided for by the Algemene Wet Bijzondere Ziektekosten (General Act on Exceptional Medical Expenses).

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Application of the Algemene Ouderdomswet (AOW) ►M3 (General Old Age Pensions Act) ◄

(a)

The reduction referred to in Article 13(1) of the Algemene Ouderdomswet (AOW) ►M3 (General Old Age Pensions Act) ◄ shall not be applied for calendar years before 1 January 1957 during which a recipient not satisfying the conditions for having such years treated as periods of insurance:

—

resided in the Netherlands between the ages of 15 and 65, or

—

while residing in another Member State, worked in the Netherlands for an employer established in the Netherlands, or

—

worked in another Member State during periods regarded as periods of insurance under the Dutch social security system.

By way of derogation from Article 7 of the AOW, anyone who resided or worked in the Netherlands in accordance with the above conditions only prior to 1 January 1957 shall also be regarded as being entitled to a pension.

(b)

The reduction referred to in Article 13(1) of the AOW shall not apply to calendar years prior to 2 August 1989 during which, between the ages of 15 and 65, a person who is or was married was not insured under the above legislation, while being resident in the territory of a Member State other than the Netherlands, if these calendar years coincide with periods of insurance completed by the person’s spouse under ►M3 the above legislation ◄ or with calendar years to be taken into account under point 2(a), provided that the couple’s marriage subsisted during that time.

By way of derogation from Article 7 of the AOW, such a person shall be regarded as entitled to a pension.

(c)

The reduction referred to in Article 13(2) of the AOW shall not apply to calendar years before 1 January 1957 during which a pensioner’s spouse who fails to satisfy the conditions for having such years treated as periods of insurance:

—

resided in the Netherlands between the ages of 15 and 65, or

—

while residing in another Member State, worked in the Netherlands for an employer established in the Netherlands, or

—

worked in another Member State during periods regarded as periods of insurance under the Netherlands social security system.

(d)

The reduction referred to in Article 13(2) of the AOW shall not apply to calendar years prior to 2 August 1989 during which, between the ages of 15 and 65, a pensioner’s spouse resident in a Member State other than the Netherlands was not insured under the above legislation, if those calendar years coincide with periods of insurance completed by the pensioner under that legislation or with calendar years to be taken into account under point 2(a), provided that the couple’s marriage subsisted during that time.

(e)

Points 2(a), 2(b), 2(c) and 2(d) shall not apply to periods which coincide with:

—

periods which may be taken into account for calculating pension rights under the old-age insurance legislation of a Member State other than the Netherlands, or

—

periods for which the person concerned has drawn an old-age pension under such legislation.

Periods of voluntary insurance under the system of another Member State shall not be taken into account for the purposes of this provision.

(f)

Points 2(a), 2(b), 2(c) and 2(d) shall apply only if the person concerned has resided in one or more Member States for 6 years after the age of 59 and only for such time as that person is resident in one of those Member States.

(g)

By way of derogation from Chapter IV of the AOW, anyone resident in a Member State other than the Netherlands whose spouse is covered by compulsory insurance under that legislation shall be authorised to take out voluntary insurance under that legislation for periods during which the spouse is compulsorily insured.

This authorisation shall not cease where the spouse’s compulsory insurance is terminated as a result of his death and where the survivor receives only a pension under the Algemene nabestaandenwet ►M3 (General Surviving Relatives Act) ◄ .

In any event, the authorisation in respect of voluntary insurance ceases on the date on which the person reaches the age of 65.

The contribution to be paid for voluntary insurance shall be set in accordance with the provisions relating to the determination of the contribution for voluntary insurance under the AOW. However, if the voluntary insurance follows on from a period of insurance as referred to in point 2(b), the contribution shall be set in accordance with the provisions relating to the determination of the contribution for compulsory insurance under the AOW, with the income to be taken into account being deemed to have been received in the Netherlands.

(h)

The authorisation referred to in point 2(g) shall not be granted to anyone insured under another Member State’s legislation on pensions or survivors’ benefits.

(i)

Anyone wishing to take out voluntary insurance under point 2(g) shall be required to apply for it to the Social Insurance Bank (Sociale Verzekeringsbank) not later than 1 year after the date on which the conditions for participation are fulfilled.

Application of the Algemene nabestaandenwet (ANW) ►M3 (General Surviving Relatives Act) ◄

(a)

Where the surviving spouse is entitled to a survivor’s pension under the Algemene Nabestaandenwet (ANW) (General Surviving Relatives Act) pursuant to Article 51(3) of this Regulation, that pension shall be calculated in accordance with Article 52(1)(b) of this Regulation.

For the application of these provisions, periods of insurance prior to 1 October 1959 shall also be regarded as periods of insurance completed under Dutch legislation if during those periods the insured person, after the age of 15:

—

resided in the Netherlands, or

—

while resident in another Member State, worked in the Netherlands for an employer established in the Netherlands, or

—

worked in another Member State during periods regarded as periods of insurance under the Dutch social security system.

(b)

Account shall not be taken of the periods to be taken into consideration under point 3(a) which coincide with periods of compulsory insurance completed under the legislation of another Member State in respect of survivor’s pensions.

(c)

For the purposes of Article 52(1)(b) of this Regulation, only periods of insurance completed under Dutch legislation after the age of 15 shall be taken into account as periods of insurance.

(d)

By way of derogation from Article 63a(1) of the ANW, a person resident in a Member State other than the Netherlands whose spouse is compulsorily insured under the ANW shall be authorised to take out voluntary insurance under ►M3 the above legislation ◄ , provided that such insurance has already begun by the date of application of this Regulation, but only for periods during which the spouse is compulsorily insured.

This authorisation shall cease as from the date of termination of the spouse’s compulsory insurance under the ANW, unless the spouse’s compulsory insurance is terminated as a result of his death and where the survivor only receives a pension under the ANW.

In any event, the authorisation in respect of voluntary insurance ceases on the date on which the person reaches the age of 65.

The contribution to be paid for voluntary insurance shall be set in accordance with the provisions relating to the determination of contributions for voluntary insurance under the ANW. However, if the voluntary insurance follows on from a period of insurance as referred to in point 2(b), the contribution shall be set in accordance with the provisions relating to the determination of contributions for compulsory insurance under the ANW, with the income to be taken into account being deemed to have been received in the Netherlands.

Application of Dutch legislation relating to incapacity for work

(a)

Where, pursuant to Article 51(3) of this Regulation, the person concerned is entitled to a Netherlands invalidity benefit, the amount referred to in Article 52(1)(b) of this Regulation for calculating that benefit shall be determined:

(i)

where, prior to the occurrence of incapacity for work, the person last exercised an activity as an employed person within the meaning of Article 1(a) of this Regulation:

—

in accordance with the provisions laid down in the Wet op arbeidsongeschiktheidsverzekering (WAO) ►M3 (Disability Insurance Act) ◄ if the incapacity for work occurred before 1 January 2004, or

—

in accordance with the provisions laid down in the Wet Werk en inkomen naar arbeidsvermogen (WIA) (Work and Income according to labour capacity Act) if the incapacity for work occurred on or after 1 January 2004;

(ii)

where, prior to the occurrence of the incapacity for work, the person concerned last exercised an activity as a self-employed person within the meaning of Article 1 (b) of this Regulation, in accordance with the provisions laid down in the Wet arbeidsongeschiktheidsverzekering zelfstandigen (WAZ) ►M3 (Self-employed Persons Disablement Benefits Act) ◄ if the incapacity for work occurred before 1 August 2004.

(b)

In calculating benefits under either the WAO, WIA or the WAZ, the Netherlands institutions shall take account of:

—

periods of paid employment, and periods treated as such, completed in the Netherlands before 1 July 1967,

—

periods of insurance completed under the WAO,

—

periods of insurance completed by the person concerned, after the age of 15, under the Algemene Arbeidsongeschiktheidswet (AAW) (General Act on Incapacity for Work), in so far as these do not coincide with the periods of insurance completed under the WAO,

—

periods of insurance completed under the WAZ,

—

periods of insurance completed under the WIA.

AUSTRIA

For the purpose of acquiring periods in the pension insurance, attendance at a school or comparable educational establishment in another Member State shall be regarded as equivalent to attendance at a school or educational establishment pursuant to Articles 227(1)(1) and 228(1)(3) of the Allgemeines Sozialversicherungsgesetz (ASVG) (General Social Security Act), Article 116(7) of the Gewerbliches Sozialversicherungsgesetz (GSVG) (Federal Act on Social Insurance for Persons engaged in Trade and Commerce) and Article 107(7) of the Bauern-Sozialversicherungsgesetz (BSVG) (Social Security Act for Farmers), when the person concerned was subject at some time to Austrian legislation on the grounds that he pursued an activity as an employed or self-employed person, and the special contributions provided for under Article 227(3) of the ASVG, Article 116(9) of the GSVG and Article 107(9) of the BSGV for the purchase of such periods of education, are paid.

For the calculation of the pro rata benefit referred to in Article 52(1)(b) of this Regulation, special increments for contributions for supplementary insurance and the miners’ supplementary benefit under Austrian legislation shall be disregarded. In these cases the pro rata benefit calculated without those contributions shall, if appropriate, be increased by unreduced special increments for contributions for supplementary insurance and the miners’ supplementary benefit.

Where pursuant to Article 6 of this Regulation substitute periods under an Austrian pension insurance scheme have been completed, but these cannot form a basis for calculation pursuant to Articles 238 and 239 of the Allgemeines Sozialversicherungsgesetz (ASVG) (General Social Security Act), Articles 122 and 123 of the Gewerbliches Sozialversicherungsgesetz (GSVG) (Federal Act on Social Insurance for Persons engaged in Trade and Commerce) and Articles 113 and 114 of the Bauern-Sozialversicherungsgesetz (BSVG) (Social Security Act for Farmers), the calculation basis for periods of childcare pursuant to Article 239 of the ASVG, Article 123 of the GSVG and Article 114 of the BSVG shall be used.

FINLAND

1.	For the purposes of determining entitlement and of calculating the amount of the Finnish national pension under Articles 52 to 54 of this Regulation, pensions acquired under the legislation of another Member State are treated in the same way as pensions acquired under Finnish legislation.

When applying Article 52(1)(b)(i) of this Regulation for the purpose of calculating earnings for the credited period under Finnish legislation on earnings-related pensions, where an individual has pension insurance periods based on activity as an employed or self-employed person in another Member State for part of the reference period under Finnish legislation, the earnings for the credited period shall be equivalent to the sum of earnings obtained during the part of the reference period in Finland, divided by the number of months for which there were insurance periods in Finland during the reference period.

SWEDEN

1.	When parental leave allowance is paid under Article 67 of this Regulation to a member of the family who is not employed, the parental leave allowance is paid at a level corresponding to the basic or lowest level.

For the purpose of calculating parental leave allowance in accordance with Chapter 4, paragraph 6 of the Lag (1962:381) om allmän försäkring (the National Insurance Act) for persons eligible for a work-based parental leave allowance, the following shall apply:

For a parent for whom sickness benefit generating income is calculated on the basis of income from gainful employment in Sweden, the requirement to have been insured for sickness benefit above the minimum level for at least 240 consecutive days preceding the child’s birth shall be satisfied if, during the period mentioned, the parent had income from gainful employment in another Member State corresponding to insurance above the minimum level.

The provisions of this Regulation on the aggregation of insurance periods and periods of residence shall not apply to the transitional provisions in the Swedish legislation on entitlement to guarantee pension for persons born in or before 1937 who have been resident in Sweden for a specified period before applying for a pension (Act 2000:798).

For the purpose of calculating income for notional income-related sickness compensation and income-related activity compensation in accordance with Chapter 8 of the Lag (1962:381) om allmän försäkring (the National Insurance Act), the following shall apply:

(a)

where the insured person, during the reference period, has also been subject to the legislation of one or more other Member States on account of activity as an employed or self-employed person, income in the Member State(s) concerned shall be deemed to be equivalent to the insured person’s average gross income in Sweden during the part of the reference period in Sweden, calculated by dividing the earnings in Sweden by the number of years over which those earnings accrued;

(b)

where the benefits are calculated pursuant to Article 46 of this Regulation and persons are not insured in Sweden, the reference period shall be determined in accordance with Chapter 8, paragraphs 2 and 8 of the abovementioned Act as if the person concerned were insured in Sweden. If the person concerned has no pension-generating income during this period under the Act on income-based old-age pension (1998:674), the reference period shall be permitted to run from the earlier point in time when the insured person had income from gainful activity in Sweden.

(a)

For the purpose of calculating notional pension assets for income-based survivor’s pension (Act 2000:461), if the requirement in Swedish legislation for pension entitlement in respect of at least three out of the 5 calendar years immediately preceding the insured person’s death (reference period) is not met, account shall also be taken of insurance periods completed in other Member States as if they had been completed in Sweden. Insurance periods in other Member States shall be regarded as based on the average Swedish pension base. If the person concerned has only 1 year in Sweden with a pension base, each insurance period in another Member State shall be regarded as constituting the same amount.

(b)

For the purpose of calculating notional pension credits for widows’ pensions relating to deaths on or after 1 January 2003, if the requirement in Swedish legislation for pension credits in respect of at least two out of the 4 years immediately preceding the insured person’s death (reference period) is not met and insurance periods were completed in another Member State during the reference period, those years shall be regarded as being based on the same pension credits as the Swedish year.

UNITED KINGDOM

Where, in accordance with United Kingdom legislation, a person may be entitled to a retirement pension if:

(a)

the contributions of a former spouse are taken into account as if they were that person’s own contributions; or

(b)

the relevant contribution conditions are satisfied by that person’s spouse or former spouse, then provided, in each case, that the spouse or former spouse is or had been exercising an activity as an employed or self-employed person, and had been subject to the legislation of two or more Member States, the provisions of Chapter 5 of Title III of this Regulation shall apply in order to determine entitlement under United Kingdom legislation. In this case, references in the said Chapter 5 to ‘periods of insurance’ shall be construed as references to periods of insurance completed by:

(i)

a spouse or former spouse where a claim is made by:

—

a married woman, or

—

a person whose marriage has terminated otherwise than by the death of the spouse; or

(ii)

a former spouse, where a claim is made by:

—

a widower who immediately before pensionable age is not entitled to widowed parent’s allowance, or

—

a widow who immediately before pensionable age is not entitled to widowed mother’s allowance, widowed parent’s allowance or widow’s pension, or who is only entitled to an age-related widow’s pension calculated pursuant to Article 52(1)(b) of this Regulation, and for this purpose ‘age-related widow's pension’ means a widow’s pension payable at a reduced rate in accordance with section 39(4) of the Social Security Contributions and Benefits Act 1992.

For the purposes of applying Article 6 of this Regulation to the provisions governing entitlement to attendance allowance, carer’s allowance and disability living allowance, a period of employment, self-employment or residence completed in the territory of a Member State other than the United Kingdom shall be taken into account in so far as is necessary to satisfy conditions as to required periods of presence in the United Kingdom, prior to the day on which entitlement to the benefit in question first arises.

For the purposes of Article 7 of this Regulation, in the case of invalidity, old-age or survivors’ cash benefits, pensions for accidents at work or occupational diseases and death grants, any beneficiary under United Kingdom legislation who is staying in the territory of another Member State shall, during that stay, be considered as if he resided in the territory of that other Member State.

Where Article 46 of this Regulation applies, if the person concerned suffers incapacity for work leading to invalidity while subject to the legislation of another Member State, the United Kingdom shall, for the purposes of Section 30A (5) of the Social Security Contributions and Benefits Act 1992, take account of any periods during which the person concerned has received, in respect of that incapacity for work:

(i)

cash sickness benefits or wages or salary in lieu thereof; or

(ii)

benefits within the meaning of Chapters 4 and 5 of Title III of this Regulation granted in respect of the invalidity which followed that incapacity for work, under the legislation of the other Member State, as though they were periods of short-term incapacity benefit paid in accordance with Sections 30A (1)-(4) of the Social Security Contributions and Benefits Act 1992.

In applying this provision, account shall only be taken of periods during which the person would have been incapable of work within the meaning of United Kingdom legislation.

(1)

For the purpose of calculating an earnings factor in order to determine entitlement to benefits under United Kingdom legislation, for each week of activity as an employed person under the legislation of another Member State, and which commenced during the relevant income tax year within the meaning of United Kingdom legislation, the person concerned shall be deemed to have paid contributions as an employed earner, or have earnings on which contributions have been paid, on the basis of earnings equivalent to two-thirds of that year’s upper earnings limit.

(2)

For the purposes of Article 52(1)(b)(ii) of this Regulation, where:

(a)

in any income tax year starting on or after 6 April 1975, a person carrying out activity as an employed person has completed periods of insurance, employment or residence exclusively in a Member State other than the United Kingdom, and the application of point 5(1) above results in that year being counted as a qualifying year within the meaning of United Kingdom legislation for the purposes of Article 52(1)(b)(i) of this Regulation, he shall be deemed to have been insured for 52 weeks in that year in that other Member State;

(b)

any income tax year starting on or after 6 April 1975 does not count as a qualifying year within the meaning of United Kingdom legislation for the purposes of Article 52(1)(b)(i) of this Regulation, any periods of insurance, employment or residence completed in that year shall be disregarded.

(3)

For the purpose of converting an earnings factor into periods of insurance, the earnings factor achieved in the relevant income tax year within the meaning of United Kingdom legislation shall be divided by that year’s lower earnings limit. The result shall be expressed as a whole number, any remaining fraction being ignored. The figure so calculated shall be treated as representing the number of weeks of insurance completed under United Kingdom legislation during that year, provided that such figure shall not exceed the number of weeks during which in that year the person was subject to that legislation.

1.1 Referencer

1.2 Identificerede krav

1.3 Relaterede standarder

2. Identificerede krav

Krav
Kilde	Krav

3. Relaterede standarder

Standarder
Kilde	Krav

Builddate: 31.07.2019 00:00:00 -Doknr: CELEX:32004R0883
EULAW -
European Regulation published on http://eur-lex.europa.eu/