Equity

Establishment of pension benefits on the grounds of equity

Who can be granted an exceptional pension?

Exceptional pensions may be established, where justified, if the applicant does not have the necessary service period to qualify for the pension claimed but meets the other conditions for the benefit.

An exceptional old age pension may be granted to a person who has reached the retirement age.

An exceptional widow(er)'s pension may be granted to a widow(er) with at least 50 per cent impairment of health.

An orphan's allowance may be granted on an exceptional basis to an orphan in full-time education.

Exceptional pension benefits may be established only after a claim for statutory benefits has been rejected.

What other conditions must be met before an exceptional pension can be granted?

An exceptional old age pension may be established if the applicant has completed at least half of the service period required for the pension to be established.

Exceptional widow(er)’s pension and orphan's allowance may be granted if the deceased insured person had half of the service period specified in Section 46 of Act LXXXI of 1997 on Social Security Pension Benefits and the widow(er) or orphan otherwise fulfils the conditions for entitlement to widow(er)'s pension or orphan's allowance.

Exceptional orphan's allowance may also be granted in extremely justified cases where the deceased did not have half the required period of service, or the orphan is not in full-time education at a secondary or higher education institution, or the orphan was aged 16 or over at the time of the deceased insured person's death but under 18 and not in education, but is in a state of health of up to 30 per cent.

Who cannot be granted an exceptional pension benefit?

Exceptional pension benefits may not be granted to a person who

  • is in receipt of a regular cash benefit as specified in Section 4 (1) i) of Act III of 1993 on Social Administration and Social Benefits, excluding the old age pension, or
  • lives in a long-term residential institution, or
  • is in residential care or in a youth custody centre, or
  • is under pretrial detention, serving an imprisonment sentence.

How much and for how long can an exceptional pension be granted?

The amount of the exceptional pension benefit may not be less than HUF 15,000 and may not exceed HUF 50,000.

Exceptional pension benefits must be considered in all respects as if they were legally due to the beneficiary, provided the conditions for entitlement are met. The person receiving the benefit is entitled to all the benefits to which pensioners are entitled (e.g., the Travel voucher for beneficiaries, the regular annual increase provided for by law, etc.).

Can the exceptional pension benefit be terminated on request?

Yes, the exceptional pension must be terminated on request.

How to apply for an exceptional pension benefit?

The application can be made using the form "Claim for establishment of pension benefit on the grounds of equity". In the case of orphans over 16 years of age, a certificate from the educational institution attesting to the continuation of studies must be attached.

If the claim for orphan's allowance of a child under 16 is rejected because the deceased insured person has not completed the necessary service period, the procedure for granting an exceptional orphan's allowance is initiated ex officio, i.e. the child's legal representative does not have to submit a separate application for an exceptional orphan's allowance.

On the application form it must indicated by any special circumstances and be accompanied by documents which may justify the application (e.g. certificate of health, health of a close relative, cost of medication, non-payment of public utility bills, etc.).

The form can be obtained from the customer services of the pension insurance bodies or downloaded from the website of the Hungarian State Treasury or from the magyarorszag.hu website.