+Člen 56 Dodatne določbe za izračun dajatev
---+Article 56 1.
---+Article 56 2.

Člen 56 Dodatne določbe za izračun dajatev

Člen 56

Dodatne določbe za izračun dajatev

1.  Za izračun teoretičnih in sorazmernih zneskov iz člena 52(1)(b) se uporabljajo naslednja pravila:

(a) kadar skupno trajanje zavarovalnih dob in/ali dob prebivanja, dopolnjenih pred nastankom zavarovalnega primera po zakonodaji vseh držav članic, presega najdaljšo dobo, ki jo zakonodaja ene od teh držav članic zahteva za priznanje celotne dajatve, pristojni nosilec te države članice upošteva to najdaljšo dobo namesto skupne dolžine dopolnjenih dob; ta metoda izračunavanja ne sme povzročiti, da bi bil ta nosilec dolžan izplačevati dajatev, višjo od polne dajatve, predvidene po zakonodaji, ki jo uporablja. Ta določba se ne uporablja za dajatve, katerih znesek ni odvisen od trajanja zavarovanja;

(b) postopek za upoštevanje prekrivanja dob je določen v izvedbeni uredbi;

(c) če zakonodaja države članice določa, da se dajatve izračunajo na podlagi dohodkov, prispevkov, prispevnih osnov, zvišanj, zaslužkov, drugih zneskov ali kombinacije več kot enega izmed njih (povprečne, sorazmerne, pavšalne ali fiktivne), pristojni nosilec:

(i) določi podlago za izračun dajatev samo v skladu z zavarovalnimi dobami, dopolnjenimi po zakonodaji, ki jo uporablja;

(ii) za določitev zneska, ki se izračuna v skladu z zavarovalnimi dobami in/ali dobami prebivanja, dopolnjenimi po zakonodaji drugih držav članic, uporabi take elemente, kot so določeni ali zabeleženi za zavarovalne dobe, dopolnjene po zakonodaji, ki jo uporablja;

►M1  po potrebi ◄ v skladu s postopki, določenimi v Prilogi XI za zadevno državo članico;

▼M1

(d) Kadar se ne uporablja točka (c), ker je v zakonodaji države članice določeno, da se dajatev ne izračunava na podlagi dejavnikov, kot sta zavarovalna doba ali doba prebivanja, ki niso vezani na čas, pristojni nosilec pri vsaki zavarovalni dobi ali dobi prebivanja, dopolnjeni po zakonodaji katere koli države članice, upošteva višino zbranih sredstev, sredstev, za katere se šteje, da so zbrana, ali kateri koli drugi dejavnik za izračun po zakonodaji, ki jo uporablja, deljeno z ustreznimi časovnimi enotami v zadevnem pokojninskem sistemu.

▼B

2.  Določbe zakonodaje države članice, ki se nanašajo na revalorizacijo elementov, ki se upoštevajo za izračun dajatev, se po potrebi uporabijo tudi za elemente, ki jih pristojni nosilec te države članice v skladu z odstavkom 1 upošteva za zavarovalne dobe ali dobe prebivanja dopolnjene po zakonodajah drugih držav članic.

1. Pregled

,
Article 56 1.

For the calculation of the theoretical and pro rata amounts referred to in Article 52(1)(b), the following rules shall apply:

(a) 

where the total length of the periods of insurance and/or residence completed before the risk materialised under the legislations of all the Member States concerned is longer than the maximum period required by the legislation of one of these Member States for receipt of full benefit, the competent institution of that Member State shall take into account this maximum period instead of the total length of the periods completed; this method of calculation shall not result in the imposition on that institution of the cost of a benefit greater than the full benefit provided for by the legislation it applies. This provision shall not apply to benefits the amount of which does not depend on the length of insurance;

(b) 

the procedure for taking into account overlapping periods is laid down in the Implementing Regulation;

(c) 

if the legislation of a Member State provides that the benefits are to be calculated on the basis of incomes, contributions, bases of contributions, increases, earnings, other amounts or a combination of more than one of them (average, proportional, fixed or credited), the competent institution shall:

(i) 

determine the basis for calculation of the benefits in accordance only with periods of insurance completed under the legislation it applies;

(ii) 

use, in order to determine the amount to be calculated in accordance with the periods of insurance and/or residence completed under the legislation of the other Member States, the same elements determined or recorded for the periods of insurance completed under the legislation it applies;

►M1  where necessary ◄ in accordance with the procedures laid down in Annex XI for the Member State concerned;

▼M1

(d) 

In the event that point(c) is not applicable because the legislation of a Member State provides for the benefit to be calculated on the basis of elements other than periods of insurance or residence which are not linked to time, the competent institution shall take into account, in respect of each period of insurance or residence completed under the legislation of any other Member State, the amount of the capital accrued, the capital which is considered as having been accrued or any other element for the calculation under the legislation it administers divided by the corresponding units of periods in the pension scheme concerned.

▼C1

Article 56 2.
The provisions of the legislation of a Member State concerning the revalorisation of the elements taken into account for the calculation of benefits shall apply, as appropriate, to the elements to be taken into account by the competent institution of that Member State, in accordance with paragraph 1, in respect of the periods of insurance or residence completed under the legislation of other Member States.

1.1 Sklici

1.2 Ugotovljene zahteve

1.3 Povezani standardi

2. Ugotovljene zahteve

Zahteve

3. Povezani standardi

Standardi
  • Builddate: 31.07.2019 00:00:00 -Doknr: CELEX:32004R0883
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