Pension cases covered by agreements

Social Security Agreement between Hungary and Republic of Türkiye

WHEN DID THE HUNGARIAN-TURKISH SOCIAL SECURITY AGREEMENT ENTER INTO FORCE?

The Social Security Agreement between the Republic of Türkiye and Hungary (hereinafter: the Agreement) entered into force on 1 April 2018.

BENEFITS UNDER THE AGREEMENT FOR WHICH THE PENSION DETERMINATION BODIES ARE RESPONSIBLE

In Hungary:

  • old age pension,
  • survivor's pension,
  • work accident-related survivor’s pension
  • work accident annuity

In Turkey, based on the occupational, entrepreneurial and civil servant pension schemes:

  • old age pension,
  • disability pension,
  • survivor's pension

THE FOLLOWING PERSONS MAY APPLY FOR THE ABOVE BENEFITS UNDER THE AGREEMENT

Under the Agreement, a person can claim pension benefits regardless of nationality if they have paid contributions in both Hungary and the Republic of Türkiye. For survivor’s pensions, proof of payment of contributions in both countries must be provided for the deceased insured person.

RULES ON THE PAYMENT OF CONTRIBUTIONS

The obligation to pay contributions applies, as a general rule, in the country where the person concerned earns the income, irrespective of the country in which the employee is resident or the country where the employer is established.

For posted workers, the country in which the posting employer is established is the country where contributions are payable. Employees engaged in international transport and forwarding, diplomatic missions and consular officials are subject to different rules from the above provisions.

In order to determine the existence of insurance, i.e. the obligation to pay contributions, the application must be submitted to the government office acting as the competent health insurance administration body for the place of business of the employer, in Hungary.

SUBMITTING A CLAIM FOR PENSION BENEFITS

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

Proposed under the Agreement

  • 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 work accident annuity, the form called “Claim for benefit work accident annuity under the scope of Act LXXXI of 1997, Act LXXXIII of 1997 and social policy or social security 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”

To apply for a Turkish pension, it is also necessary to fill in form HU/TR 207 (”Tájékoztatás a biztosított személy biztosítási múltjáról”).

The forms required for submitting a claim can be obtained from the pension insurance bodies or downloaded from the "Related forms" menu point next to the information tab.

The claim form must be accompanied by available documents relating to the insurance periods completed in the Republic of Türkiye.

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 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 the Republic of Türkiye is also the date of submission of the claim to the Hungarian pension insurance body.

The application, the documents attached by the applicant and the certificate of period of service recognised under Hungarian legislation will be forwarded by the Government Office of the Capital City Budapest to Ankara Sosyal Güvenlik İl Müdürlüğü (Atatürk Blv No:225 06680 Ankara, Turkey), the pension insurance body responsible for the assessment of the Turkish pension.

In the case of residence in Turkey:

For any questions regarding how to apply for a pension in Turkey and any questions regarding entitlement for a pension in Turkey, it is advisable to contact the Turkish pension administration body in the place of residence. For applications for a Hungarian pension, in addition to the required Turkish forms, the form TR/HU 207 should also be filled in.

The contact details of the Central Pension Body are:

Ankara Sosyal Güvenlik İl Müdürlüğü (SGK Ankara)

address: Atatürk Blv No:225 06680 Ankara, Turkey

Tel: +312-457-8100, Fax: +312-466-7157

e-mail: ankarasgim@sgk.gov.tr,

website: sgk.gov.tr

The application submitted in Turkey will be forwarded by the Turkish body to the Government Office of the Capital City Budapest, together with proof of the periods of insurance completed there.

ASSESSMENT OF PENSION CLAIMS

If the entitlement for the benefit applied for by the applicant exists on the basis of the Hungarian service periods, the insurance periods certified by the Pension Administration Body of the Republic of Türkiye 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,
  • for survivor's pensions, the service period corresponding to the age of the deceased insured person.

If the entitlement for the benefit cannot be established solely on the basis of the Hungarian service period, the insurance periods certified by the Turkish pension administration body shall also be taken into account for the pension as if they had been completed under Hungarian legislation, provided that they do not fall within the same period.

The Agreement excludes double insurance, but service periods completed in Hungary and Turkey before the date of entry into force may overlap. These periods may be taken into account only once when applying the aggregation rule.

If, after the application of the above provisions, the applicant is still not entitled, periods of insurance completed in a third state with which Hungary has concluded a social security agreement and which 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:

  • all EU Member States and EEA countries, the United Kingdom and Switzerland,
  • Albania, the United States of America, Australia, Bosnia and Herzegovina, North Macedonia, the Republic of Moldova, Mongolia, the Republic of Montenegro, Canada, the Republic of Korea, Kosovo, India, Japan, Russian Federation, the Republic of Serbia.

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 Hungarian and Turkish periods of insurance. In the case of a survivor's pension, the period of insurance in Turkey shall be taken into account if the deceased insured person does not have the service period 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.

If the completed insurance period is less than one year and no benefit can be established on that basis in the country where the insurance period was completed, the period of less than one year certified by the Turkish pension administration body shall be taken into account as Hungarian insurance period, while the Hungarian period of less than one year shall be taken into account as Turkish insurance period.

PAYMENT OF PENSION BENEFITS

Pension benefits are paid directly to the beneficiary in accordance with the legislation of the country that established them. The amount of the established benefit shall remain unchanged for the beneficiary living in the territory of the other country.

The established Hungarian benefits are paid by the Pension Payment Directorate of the Hungarian State Treasury (1139 Budapest, Váci út 73., postal address: 1820 Budapest), detailed information on which can be found in the information "Payment options for  beneficiaries living abroad