Hungarian State Treasury

In the case of residence in Hungary you should complete the following documents:

To claim Hungarian benefit, the following forms must be submitted, corresponding to the benefit applied for:

• for a claim for old age pension benefit, the form called “In the case of a claim for international old-age pension and other benefits in own right for service periods acquired in a contracting party of the agreement” 
• for a claim for survivor’s pension, depending on the type of claim, the following forms are relevant:
• for widow(er)’s pension or an work accident-related widow(er)’s pension “Claim for widow(er)'s pension  or work accident-related widow(er)'s pension under the scope of Act LXXXI of 1997, Act LXXXIII of 1997 and social policy or social security agreement” or
• for orphan's allowance or a work accident-related orphan's allowance the so called „Claim for orphan's allowance or work accident-related orphan's allowance under the scope of Act LXXXI of 1997, Act LXXXIII of 1997 and social policy or social security agreement” or
• for parental pension or work accident-related parental pension „Claim for parential pension or work accident-related parential pension under the scope of Act LXXXI of 1997, Act LXXXIII of 1997 and social policy or social security agreement”

When applying for a Québec pension, in addition to the Hungarian forms, you must also fill form HU/QUÉ 3, the application form for a pension on your own right and for a survivor's pension in Quebec.

The forms required for submitting a claim can be obtained from the pension insurance institutions or downloaded from the "Related forms" menu point.

The application form must be accompanied by available documents relating to legal residence and employment in Quebec.

The claim can be submitted in person or by post.

It may be submitted in person at the customer service of the government office of the capital or county of according to the place of residence or stay.

If it is submitted by post, the envelope must be addressed to the Government Office of the Capital City Budapest and marked with the uniform postal address 1916 Budapest.

The claim may be submitted by the applicant's legal representative (guardian) or by their authorised representative, accompanied by a document proving the representation.

In the case of an application for a Hungarian survivor’s benefit, if a survivor's pension has already been established in relation to the deceased insured person or if the application is for the revival of a survivor's pension previously paid, the claim may also be submitted at the customer service of the Pension Payment Directorate of the Hungarian State Treasury (1139 Budapest Váci út 73.).

The date of submission of the claim in Quebec is also the date on which the claim is submitted to the Hungarian pension insurance body.

The application, the documents enclosed by the applicant and the certificate of the service period recognised under Hungarian legislation will be forwarded by the Government Office of the Capital City Budapest to the Bureau des ententes de sécurité sociale (1055, boul. René Lévesque Est, 13.éme étage Montréal, Québec H2L 4S5 Canada) the foreign pension insurance body, responsible for the assessment of pensions in Quebec.

In the case of Quebecois residence:

If you have any questions about how to apply for a Quebecois pension or if you are eligible for a Quebecois pension, it is advisable to contact the Quebecois pension administration body in your place of residence.

For persons living in Québec and claiming a pension in Hungary, the following forms must be completed at the same time as they submit the Quebecois forms:

• for the old age pension, form QUÉ-HU 1.1,
• for a survivor's pension, form QUÉ-HU 1.2.

The contact details of the Central Pension Body are:

Bureau des ententes de sécurité sociale

Address: 1055, boul. René Lévesque Est, 9.e étage

Montréal (Québec) H2L 4S5

Canada

Telephone: 514 866-7332/ extension 7808

Fax: (514) 873-1811

website> www.retraitequebec.gouv.qc.ca

The Quebecois Pension Administration Body forwards the application submitted in Québec to the Government Office of the Capital City Budapest, together with proof of the periods of residence and insurance completed there.

If the entitlement for the benefit applied for by the applicant exists on the basis of the Hungarian service periods, the residence and insurance periods certified by the Quebecois Pension Administration Body shall not be taken into account for the determination of the Hungarian pension.

The minimum periods required for a Hungarian pension are as follows:

• 15 years of service period for old age pension,
• 40 years of eligibility period for women's preferential pension,
• in the case of a survivor's pension, the period of service required for the age of the deceased insured person.

If the entitlement to a benefit cannot be established solely on the basis of the Hungarian service period, the period certified by the Quebecois pension administration body shall also be taken into account for the purpose of determining the pension as if it had been completed under Hungarian legislation, provided that they do not cover the same period.

The Agreement precludes the possibility of double insurance, but periods of Hungarian service and Quebecois residence or insurance prior to its entry into force may overlap. These periods may be taken into account only once when applying the aggregation rule.

If the applicant has at least 15 years of service required for a Hungarian pension only after aggregating the periods of insurance, the amount of the pension is calculated on the basis of the periods of insurance certified by the Hungarian and Quebecois bodies. In the case of a survivor's pension, the period of insurance in Canada certified by the Quebecois body shall be taken into account if the deceased insured person does not have the period of service in Hungary corresponding to their age.

The pension to be determined is the proportion of the insurance periods completed under Hungarian legislation in relation to the total insurance periods. The amount of the Hungarian pension is determined solely on the basis of earnings and income in Hungary.

When calculating the Hungarian pension by taking into account the periods certified by the Quebecois body, the Quebecois periods are taken into account in the following order:

• the duration of the insurance period covered by Qubecois contributions,
• if, after the contribution period has been taken into account, there is no entitlement to an old age pension, the period of legal residence in Quebec.

If the entitlement to a Hungarian pension cannot be established by taking into account the periods of insurance and residence in Quebec, periods of insurance completed in a third country with which both Hungary and Quebec have concluded a social security agreement and whose provisions cover the aggregation of insurance periods shall also be taken into account.

The following periods of insurance completed in third countries may be taken into account for the assessment of entitlement to a Hungarian pension:

• United States of America Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, India, Ireland, Italy, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Sweden, Turkey,

If the service period in Hungary is less than one year, no Hungarian pension can be established.