Application for a pension: how to write and submit, sample 2021

The application for a pension is filled out on the form prescribed by law. This form can be obtained at any branch of the Pension Fund, as well as on the official website.

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The faster assignment of an old-age pension depends on the correctness of the completed application. If errors or corrections are identified in this document, Pension Fund employees have the right to refuse to accept documents until the application is rewritten.

Therefore, it is important to fill out the application correctly. In many branches of the Pension Fund, a completed sample hangs up so that older people can fill it out correctly and not distract fund employees with questions about the procedure for filling out this document.

Where to contact

Today, there are several ways to interact with the state pension fund, including on issues related to the assignment of pension payments. Let's look at them in more detail.

Personal appeal to the Pension Fund. A citizen or a person who represents his interests can contact the territorial body of the Pension Fund and submit an application at a personal meeting with the responsible specialist. This method is convenient in that a citizen can simultaneously receive advice on his issue, and the process of filling out the papers is controlled by a Pension Fund employee, which reduces the likelihood of errors to a minimum.
Contact the MFC. Citizens can also apply for pension payments to multifunctional centers. In some cases, this is convenient, since MFCs operate on the “single window” principle. It should be noted that the decision to grant a pension is made not by the employees of the centers, but by the Pension Fund of the Russian Federation, to whose territorial department the MFC transmits the necessary information.
Registration via the Internet . Citizens who have a confirmed entry in the Unified Identification of Automation can submit an application electronically both through the Gosuslugi portal and through their personal account on the website of the state pension fund.

When and where to apply for a pension

It must be borne in mind that a request for predetermination of an old-age pension, drawn up in any form or filled out on the old template, will not be accepted.

Today, the methods for sending a request for pension predetermination have become more expanded. Today this can be done in the following ways:

When visiting the Pension Fund (PFR) in person
Send an application through the multifunctional center (MFC)
Through a trusted person, with a notarized power of attorney.
By using the Internet, going to the State Services website
By sending a request by registered mail, with acknowledgment of delivery to the recipient
Through an institution at the place of work.

It is necessary to send materials for the predetermination of a pension without delay, after reaching retirement years, since the start date for receiving a pension is the date of registration of the application. There is no compensation for missed time.

When sending an application by mail, the start date of payments is the day marked at the post office upon receipt of the application from the pensioner.

When registering an application, an employee of the Pension Fund or MFC is required to write a receipt indicating receipt of the package of materials with the date displayed.

From this time, within 10 days, the Pension Fund is obliged to make a decision on the allocation of pension benefits.

If the form is filled out incorrectly or the list of documents is insufficient, the Pension Fund employee is obliged to notify the applicant about this. 3 months are given to eliminate comments.

How to submit an application - instructions for filling out

The application consists of 9 points that must be completed.

Personal and passport data. Here you should indicate: full name; floor; SNILS; residence and registration address; details of the identity document.
Representative details. To be completed only if the application is submitted by a representative. Among other things, you must indicate the details of the power of attorney here.
Choosing the type of pension provision. A check mark is placed next to the selected type.
Other information affecting the possibility of assigning pension benefits. In this case, it is necessary to indicate the following: whether the pensioner works or not, whether he is a recipient of a pension assigned in a foreign country, whether he has any benefits, and so on.
Confirmation that the applicant has been warned about the need to report to the Pension Fund information that is related to the citizen’s pension rights.
List of attached documents. All documents that are submitted along with the application are indicated.
Request to be informed about the decision made. We are talking about information via email. The e-mail of the applicant is indicated.
Applicant's signature and date of submission of documents.
Request to send a package of documents to the place where the pension was established.

How to fill out an application?

The basic rules for filling out are the standard requirements for any official documents:

all necessary points must be filled in;
the application must be written in clear handwriting;
there should be no cross-outs, corrections or significant blots;
the document must be filled out personally by the pensioner himself, his signature must be there, or by an official representative with a power of attorney.

The application form itself has a prescribed format in which you must provide the following mandatory information:

The name of the Pension Fund branch to which the application is being submitted.
The title of the document is already printed; you just need to check the correctness of the form that is being filled out.
Next, indicate the last name, first name, and patronymic of the person who is asking for a pension.
You must indicate your SNILS number, registration and place of residence, contact details and passport information.
Next, information is provided on whether the citizen is currently working or not.
If you have dependents, you must indicate their number.
The second paragraph fills in the data of the representative in the same way if the application is not submitted in person.
The third point is to indicate what type of pension provision the citizen is applying for. To receive a full pension, you need to check 2 boxes where it is written about the appointment of the insurance and funded part of the old-age pension.
It will also be necessary to make a note about the fact of receipt or non-receipt of pension benefits earlier.
After this, a list of attached documents is listed.
At the end of the document there is a filing date, the applicant’s signature and a transcript.

The application must be accompanied by the required set of documents in the original, as well as their duplicates:

the applicant’s passport with a mark on Russian citizenship and registration in this region;
SNILS policy;
a work book confirming insurance and work experience, as well as any other employment contracts in the absence of an entry in the work book;
TIN;
certificate of work experience;
marriage certificate, if available;
certificates of children, if they are dependent;
military ID of men and participants who served in the army;
salary certificate for the last year.

You can also provide any other evidence of your work experience if there is no entry about it in the work book.

Application methods

The legislation defines several options for filing an application. The future pensioner can use any method convenient for him:

Personal visit to the Pension Fund.
Personal visit to the multifunctional center.
Through a representative who has been issued a notarized power of attorney for the right to represent interests in the Pension Fund.
Send a registered letter by mail with an inventory and delivery notification.
Through the employer who currently employs the future retiree.

It is necessary to submit documents immediately after the pensioner has decided to receive a pension, since the start date of pension payments is considered to be the day the application is submitted. No compensation will be awarded for lost time.

When sending by mail, the date of sending of documents is considered to be the date on the postal stamp, which was affixed by the postal employee upon receipt of the letter from the applicant.

After receiving the documents, the PFR or MFC specialist must issue a receipt notification that he has received the documents indicating the date of their receipt.

From this moment, within 10 days a decision must be made on the appointment of pension payments.

In case of an error or incomplete set of documents, the Pension Fund employee must notify the citizen about this. 3 months are given to correct any shortcomings.

In what cases is it necessary to file a claim for a pension?

If, based on the results of reviewing the documents, the pension fund refused to assign payments for an unfounded reason, then the applicant has the right to apply to the judicial authorities to appeal this decision. A statement of claim drawn up taking into account the requirements of the law is submitted to the court.

Expert opinion

Popov Konstantin Ignatievich

Practitioner lawyer with 6 years of experience. Specialization: family law. Member of the Bar Association.

The procedure for applying for pension money is not complicated or time-consuming. A citizen can send an appeal either directly to the Pension Fund or do it through the MFC or the Internet.

Which authorities should I contact to fill out an application?

A standard sample for filling out an application so that the relevant authorities begin paying pension funds can be obtained from the Pension Fund office, which is located in the area where the citizen is registered. It is also possible to take a sample through the Internet portal of the Pension Fund.

You can apply for a pension. You can also make such a statement.

A citizen, of course, may have a large number of questions regarding the application. Employees of the Pension Fund can help with filling out.

Note! It is important to know that a completed application in free form cannot be submitted to the authorities in order for a pension to be assigned. Therefore, you should pay special attention to the design.

You can contact the Pension Fund office to fill out an application for a pension.

Useful video

We invite you to watch a video on the topic of the article:

An old-age insurance pension is the most common type of pension, which can be claimed by all persons of retirement age if certain requirements are met. In 2017, these include having an insurance record of at least 8 years and a number of pension points of at least 11.4.

The registration and assignment of these pension payments, as well as the procedure for submitting documents for their assignment, are regulated by the Federal Law “On Insurance Pensions” dated December 28, 2013 No. 400-FZ.

Who should apply for old age benefits?

It has been established that future pensioners must submit the document in person. At the same time, his identity is confirmed by passport data. However, in some cases exceptions are possible.

Thus, a representative can act on behalf of a citizen. However, his powers must be fully confirmed by a power of attorney. The latter is certified by a notary. In addition, trustees or guardians submit the necessary papers for incapacitated or partially capable persons.

In some cases, with the consent of the employee, a corresponding application may be submitted by the employer. However, this opportunity is used quite rarely, although it is expressly specified in the law.

Important! Neither relatives nor other third parties can submit the relevant documents for a citizen unless their authority is properly confirmed.

Application and list of documents

The Pension Fund advises that you begin collecting the necessary documents approximately six months before retirement age. Due to the fact that employers have not previously provided data on specific pension contributions to the Pension Fund, there is no complete information on the status of pension accounts.

To apply for a pension, the following package of documents is required:

statement;
passport or other identity document;
SNILS;
employment history;
documents confirming work activity and its terms. They must have a number and date of receipt, full name of the citizen, date of birth, place of service, work experience, specialty (position);
documents at the request of Pension Fund employees.

If a citizen does not have the opportunity to obtain a particular document, Pension Fund employees have the right to independently submit a request to receive it (to an organization, archive, etc.).

Federal Law 400 on the assignment of pensions as amended in 2021
What does the IPC mean when assigning pensions: how to calculate the pension coefficient in 2021 by region
What awaits pensioners from October 1: indexation of pensions in 2021
Federal law on funded pensions as amended in 2021
Fixed pension amount: increase in 2021
Decree of the President of the Russian Federation on freezing pensions as amended in 2021
Dismissal due to retirement according to the Labor Code of the Russian Federation as amended in 2021

A detailed list of documents for applying for an old-age pension can be found in the article “Required documents for applying for an old-age pension.”

Set of documents for assigning a pension

To apply for a pension in Russia, present the following list of documents:

Document type	Description
Identification	Citizenship of the Russian Federation can serve as such a document. If a citizen has moved to another country, he can provide a residence permit.
Confirmation of periods of work and non-insurance periods in work activities	All documents must be completed correctly. They must indicate the citizen’s full name, date of birth, number, and date of issue. As well as the grounds for issuance, signature of an authorized person and seal.
Document on average earnings for 5 years in the period before 2002	They accept information based on the highest income, even if in 2000-2001 the salary was below 1,800 rubles.

You may also need additional papers for your pension:

children's birth certificates;
certificates confirming the presence of disabled members in the family;
diploma of education;
certificates of change of name;
military ID.

If you do not provide all the required documents, you will be given a period of 3 months to provide the missing documents. When submitting an application online on the website of the State Services or the Pension Fund of the Russian Federation, you do not need to present an identity card, since you will be identified in any case to pass authorization.

How to make an application

Detailed instructions for drawing up an application

The information indicated in the application must match the data in the passport and attached documents. Information must be entered by hand, with a blue or black ballpoint pen, without corrections, strikeouts or proofreading marks.

The filling sequence is as follows:

In section 1 you need to write the name of the Pension Fund division in which the pension registration procedure is carried out.
In 2 you should indicate the necessary information about the recipient. If the applicant is replaced by an attorney, the second section is additionally completed. Last name, first name and patronymic (if the latter is absent, the field remains empty) are filled out entirely in the initial form according to the passport data. In the subparagraph on citizenship you need to write: “citizen” or “citizen”, and then indicate the country. If the applicant has another citizenship, both should be written. If there is no citizenship or it is not possible to confirm it, you can also indicate this circumstance. The place of residence is written according to the mark on the place of registration in the passport; if absent, the word “no” is written. The permanent residence address is filled in only if it differs from the registration address. If the applicant lives abroad, fill in the line “address of residence in the territory of another state” (in two languages).
In section 3, o is placed, and then lines and squares are selected for marks according to the will of the applicant.
In section 4, check marks confirm the reliable information reported by the citizen. In the place where you need to indicate the applicant’s dependent family members, the number is written in words and not in numbers.
Section 5 contains provisions about which the applicant is warned. They should be read carefully to avoid any questions or controversial situations.
In section 6 you need to indicate all the documents attached to the application. If two documents with similar names are submitted, additional specific facts are indicated, for example, date of receipt, number, etc.
In section 7, you can optionally write an email address so that Pension Fund employees can send a notification about the status of receipt of the application. This is very convenient, so you shouldn’t neglect this opportunity.
In Section 8, you must indicate the date of submission of the application and put a signature, which confirms the authenticity of the information and the fact that you have read the provisions of the fifth section.

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Completing an application through the Pension Fund website

The first stage is to search for a block with a Personal Account on the Pension Fund portal. It must display the section for submitting an application. Next, the user must be authorized through the unified system of State Services - login is carried out from this account. There are no obstacles for smartphone users to use the service’s functionality – they support the mobile version of the Pension Fund.

The PFR website also provides communication between the applicant and representatives of the Fund

At the second stage, the site visitor goes through 5 steps that will help to create an application:

Step 1. First you need to decide on the details of the department and choose how the application will be submitted - in person or through a proxy. The site suggests stopping at the territorial body of the Pension Fund at the place of registration of the user.

Step 2. The next stage includes filling out all the necessary information about the potential pension recipient: place of birth, permanent and temporary stay (registration). By the time the form is filled out, the basic data is already present in the database. These include passport information, full name, date of birth, etc., as well as SNILS number.

Step 3. At this stage, the type of pension a citizen can count on is determined. You cannot use one form for several types of pension payments. If the applicant could potentially receive any other type of pension other than the main one, he must remember to re-enter the information.

Step 4. The next stage of receiving a pension is entering additional information that may affect the mechanism and amount of issuance.

Step 5. Next, the user notifies the system that he is informed about the rights and responsibilities of the pensioner, confirms the data received by the service and makes final preparations for sending. The final version is generated in a PDF file and transmitted electronically. Once a document appears within the system, the user receives a receipt that should be saved.

A receipt of registration with the Pension Fund is required to confirm the transaction

Submission methods

In 2021, there are several ways to apply for a pension and apply for it. Every citizen has the right to choose the method of obtaining a pension that is suitable for himself:

Through the Pension Fund branch at the place of registration. Documents are submitted no earlier than a month before retirement age.
Through a legal representative. After notarization of the power of attorney, the representative will acquire the legitimate right to submit an application on behalf of the applicant himself. This is especially true for people who have health problems or are physically unable to come to the relevant organization.
Through your personal account on the Pension Fund website. To do this, you will need to register on the official website of the Pension Fund and on the State Services portal. Next, an application form is filled out online, indicating personal data, selecting the type of pension and the issuance method. When filling out, you must enter your phone number and email address in the appropriate line. This is required in case Pension Fund employees need additional information.
Through the MFC of a city or locality. The procedure is similar to processing pension payments directly through the Pension Fund. More detailed information about registration through the MFC is contained in the article “Which MFCs can you apply for a pension?”
Through Russian Post. The application can be sent to the address of the territorial department of the Pension Fund of Russia by a valuable letter with acknowledgment of receipt and a list of the attachments, keeping a copy of the application for yourself. In this option, the date indicated on the postal envelope will be taken as the date of application.
Through the employer. This option can be considered if the employer and the Pension Fund have drawn up an agreement on electronic cooperation to assign a pension. Employers send via the Internet to the territorial offices of the Pension Fund a list of their employees who are preparing to apply for a pension in the coming year. They also send scanned copies of all documents via email, without which it is impossible to assign a pension.

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Through the employer

This option is relevant in one case: if your employer has entered into an appropriate electronic cooperation agreement with the Pension Fund to assign pensions to its employees.

In this case, everything is simple: employers, using remote services, send to the Pension Fund lists of their employees who are preparing to submit an application for pension payments in the coming year. They also send to the fund electronic copies of all documents necessary for obtaining a pension in scanned form.

A very convenient option for future retirees. You can find out whether your employer has one by contacting him personally, the HR department or the accounting department.

Completed sample to the Pension Fund for old-age payments

An application for a pension is a written request.

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The form is a standard form where the following information is entered:

basic data: name of the PF branch where the application is made;
Full name of the applicant according to his civil passport;
SNILS number under which it is registered in the Pension Fund;
registration address on the territory of the Russian Federation and place of actual residence;
contacts (mobile number, email address);
other passport information;
whether the citizen is officially employed at the time of application or not;
whether the applicant has dependents, their number.

it is filled out by a person who acts as a representative on behalf of the applicant. The representative must enter information about himself, as well as about the applicant, in accordance with his civil passport and documents that confirm his authority. If a citizen applies in person, the columns of this paragraph remain empty;

it is necessary to correctly write what kind of pension provision the applicant is applying for. In this case – “for old age”, so 2 checkboxes are put down at once, which determine what needs to be assigned:

insurance;

storage part.

a mark is made whether the applicant previously received pension payments or not;

it is necessary to list all the documents that are attached to the application;

At the end of the application, the applicant personally puts the date of application and his signature with his full name.

There are standard requirements for registration:

all fields of the form are filled out;
information is entered in clear, legible handwriting;
mistakes, crossing outs, corrections are not allowed;
the application is submitted personally by the person applying for payments; in another case, this can be done by his official representative.

Sample application for old age pension:

Who can submit

In 99% of cases, an application to the Russian Pension Fund with a request for a pension is submitted by the future pensioner himself . Along with this, you should know that this document (application) can also be submitted for him by his legal representative. The law also allows that if an employee has reached retirement age, his employer, an organization, can submit an application for him. To do this, however, the organization must obtain written permission from the future retiree to work with his personal data.

Also, according to the Law, for people living in rural areas and who have reached retirement age, representatives of rural and township - district - administrations can send documents via the Internet to the Pension Fund (or deliver them).

Features of insurance experience

To calculate the old-age pension, the entire period of working activity during which the employee was officially employed and paid insurance premiums is taken into account. The insurance period also includes other periods when a citizen did not work for a good reason, the list of which is specified by the legislator. Such periods can be noted in the work book.

In another case, information about them can be presented on separate documents:

child care up to 1.5 years old . As a maximum, if a woman has given birth to several children during her life, no more than 4.5 years in total are included in the insurance period;
temporary disability when the employee was on sick leave. Such periods are not included in the labor period at all;
being registered with the Employment Center with payment of benefits due to unemployment;
residence of a military man's wife with him at the place of service in a military camp - no more than 5 years;
stay of the diplomat's spouse at the place where he performed his work duties abroad, if it was impossible to find employment there. 5 years is included in the insurance period
period of imprisonment if the citizen was subsequently acquitted;
completion of compulsory military service in the RF Armed Forces;
periods when the employee worked under an employment contract and received payment or was engaged in public (volunteer) work that is not paid to employees;
the time when the citizen did not work and cared for: an elderly parent over 80 years old ;
a person, a stranger or a relative, who has the 1st group of disabilities;
a disabled child.

Through whom should I communicate with the Pension Fund of Russia?

The Pension Fund accepts reports:

through the mediation of special authorized agents (representatives);
through accredited certification centers.

Both of these options are in demand, since the first is much more convenient and simple (certification centers have at their disposal all the necessary technologies, including their own digital printing, and also provide full technical support to clients), and the second is less expensive.

But regardless of exactly how the company decides to submit reports, first of all, it is necessary to conclude an Agreement on electronic document management with the local Pension Fund department, and for this it is necessary to write a corresponding application.

When to serve

An employee can submit an application for payments as soon as he has such a right by law. But at his discretion, he can do this later, i.e. the legislator does not limit the applicant in terms of time.

You can apply for an old-age pension if certain conditions are met:

Requirements	How to do it
Age	For men – 60 years , for women – 55 years .
Insurance experience	7 years . In connection with the reform, it will increase in the coming years, and by 2024 it will be necessary to have a minimum of 15 years of experience in order to be able to apply to the Pension Fund for old-age payments.
Pension points	In 2021, the required score is 11.4 . In the future, according to the pension reform, their number will increase annually, and it will be necessary to have 30 PB .

Application for an old-age pension - sample 2021

social (appointed for disabled segments of the population, for example, citizens who have reached retirement age, disabled people, and so on);
for length of service (required for civil servants who are exposed to harmful working conditions: military, police, psychiatrists, and so on);
old age (for people who have reached retirement age: 55 years for women and 60 for men);
in case of loss of a breadwinner (families of military personnel, astronauts, as well as persons who have experienced severe radiation exposure).

Current legislation establishes the age at which citizens can exercise their right to receive cash payments and apply for an old-age pension. For women this figure is 55 years, for men - 60 years. You can read about other types of pensions and their meaning here .

10 Jun 2021 lawurist7 275