Pension insurance data reconciliation procedure
Related forms (5)
LEGISLATION
WHAT IS THE DATA RECONCILIATION PROCEDURE?
In the pension insurance data reconciliation procedure, the pension insurance administration body, with the help of the insured person, clarifies the Hungarian service period, period of eligibility, early retirement period and the income and earnings on which the contribution is based, and records the data not included in the register.
The aim of the data cleaning is to ensure that, when the pension is established, the data known and accepted by the client are already available and are necessary for the establishment of the pension entitlement and the amount of the pension.
The data reconciliation procedure may be performed at the request of the client or at the initiative of the Authority.
HOW TO INITIATE THE DATA RECONCILIATION PROCEDURE?
The request for data reconciliation can be submitted electronically or by post using the form "Claim for reconciliation of pension insurance data in the pension register (NY_AEKER_02)" in the "Adategyeztetés, megállapodás" submenu of the "Nyugdíj" main menu at www.magyarorszag.hu.
If the data reconciliation procedure was completed by the government office new claim can be submitted one year after the decision made in the reconciliation data procedure became final.
If the applicant has also completed service period entitling to pension in a Member State of the European Union, Iceland, Liechtenstein, Norway, the United Kingdom, Switzerland or in a country party to an agreement, the claim must be submitted using the form "Claim for reconciliation of pension insurance data in the pension register for persons living abroad or having completed service periods abroad (NY_AENKKER_02)".
The Member States of the European Union are the following:Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden.
The countries that have concluded an agreement with Hungary are as follows:
Republic of Albania, Australia, Bosnia and Herzegovina, Canada including the Province of Quebec, India, Japan, Kosovo, Macedonia, Moldova, Montenegro, Mongolia, Russia, Serbia, South Korea, Turkey, Ukraine, United States of America.
The claim for data reconciliation procedure can be submitted in person, by post or electronically.
In person the claim can be submitted at the customer service of the government office of the capital or county according to the place of residence or stay or if the applicant is living abroad of the customer service of the Government Office of the Capital City Budapest.
In case of submitting by post the envelope must be marked with name of the addressed government office and with the uniform postal address 1916 Budapest. If the applicant is living abroad or having completed service period abroad the form must be sent to the postal address 1916 Budapest of Government Office of the Capital City Budapest.
Electronically, persons with electronic identification can submit their claim for data reconciliation at www.magyarorszag.hu.
The claim may be submitted by the applicant's legal representative (guardian) or by their authorised representative, accompanied by a document proving the representation.
WHEN DOES THE DATA RECONCILIATIONG PROCEDURE LAUNCH EX OFFICIO?
The data reconciliation procedure is initiated by the pension insurance administration body three years before the retirement age for persons residing in Hungary, i.e. in the calendar year in which the person concerned reaches the age of 62.
The data reconciliation procedure is not initiated by the Authority if the person concerned is already in receipt of a benefit calculated on the basis of period of service and average earnings, or if such a claim is under consideration.
WHICH AUTHORITY DOES PERFORM THE DATA RECONCILIATION PROCEDURE?
The data reconciliation procedure is performed by the capital or county government office acting as the competent pension determining body in the place of residence.
For residents of Budapest and Pest county, the Government Office of the Capital City of Budapest is responsible.
The Authority of residence may be requested to perform the data reconciliation at the government office competent for the place of stay. This request can be submitted using the form "Claim in pension insurance case" in the "Egyéb ügyintézés” sub-menu of the "Nyugdíj" main menu at www.magyarorszag.hu.
Regardless of their place of residence, only the Government Office of the Capital City of Budapest performs the data reconciliation for persons:
- who live abroad, or
- who also have a service period abroad,
- who, at the time of initiating the procedure, are in a service relationship with an armed service, the Hungarian Armed Forces or the Military National Security Service, or
- who have previously been employed by a national security service.
The contact details of the government offices can be found at www.kormanyhivatalok.hu.
HOW LONG DOES THE DATA RECONCILIATION PROCCEDURE TAKE?
The administrative time limit for the data reconciliation procedure is 75 days.
HOW IS THE DATA RECONCILIATION PROCESS PERFORMED?
Whether the data reconciliation procedure has been initiated on request or ex officio, the first step taken by the pension insurance administration body is to send the client a statement containing the data in the pension insurance administration's register that can be taken into account for pension entitlement.
The pension insurance register contains the following data declared by the employers:
- periods of insurance,
- data on the type of employment relationship, the type of job,
- other periods that can be recognised as periods of service, e.g. duration of child home care allowance, child care fee
- for women, the period of eligibility to a women’s preferential pension,
- details of the employer or its successor, and the entitlement obliged to provide data,
- amount of earnings or income subject to pension contributions for the period after 31 December 1987,
- the pension contributions deducted by the employer for the period after 31 December 1987.
The register does not include relationships for which there was no previous obligation to provide information or for which the recognition of service period is not based on the payment of contributions. Such a period could be, for example, the period of compulsory military service or the period of full-time higher education.
The statement shall be sent electronically to those with an electronic account, or by post in other cases.
Upon receipt of the statement, the client has 30 days in the case of a request for a procedure and 60 days in the case of an ex officio procedure to state that:
- whether they agree with the content of the statement, or
- which part of the statement they consider incomplete, which period they wish to have examined, or what evidence they can provide to prove the data not included in the register.
This comment can be made on the form "Declaration on the content of the statement on data in the pension insurance records (NY-AEELF_02)".
In the case of a comment on service period and earnings data not included in the statement or incorrectly indicated, i.e. if it is necessary to recognise certain periods as service, entitlement or early retirement periods, or to clarify earnings data, the statement must be accompanied by the certificates relating to the periods and earnings requested to be recognised.
It is then possible to request recognition of periods of other non-contributory service, such as apprenticeship, conscription, full-time studies at a higher education institution, and the determination of the duration of the work in a job that entitles for the early retirement allowance.
If the client has also worked abroad, the foreign insurance number, the place and duration of employment and supporting documents must be provided.
In the data reconciliation procedure, the pension insurance body of the country of employment shall certify the periods entitling to a foreign pension at the request of the Government Office of the Capital City of Budapest.
On the basis of the comments and the documents submitted, the pension insurance administration body conducts a verification procedure in order to recognise the Hungarian periods, which may, if necessary, include an inspection at the registered office or site of the employer or the document custodian, or may also initiate proceedings before the state tax authority.
Several declarations or notifications may be made during the data reconciliation. The data may be communicated electronically using the form "Notification, declaration, supplementation in pension insurance case (NY_BENYIHP_01)", which may be accompanied by annexes.
In the data reconciliation procedure, switching from electronic to paper-based communication or from paper-based communication to electronic is allowed. For this purpose using the form "Declaration on changing the method of contact in ongoing pension insurance case (NY_MODVALT_01)".
The pension administration body shall then send the requests and the decision closing the data reconciliation by post.
The data reconciliation procedure ends with a decision containing the aggregation and recognition of the acquired service period and entitlement.
In the case of foreign service periods, a summary information is also produced, based on the certificate of the foreign pension administration body, including both the Hungarian and the foreign service periods, considering that the foreign periods of service are not included in the data reconciliation decision.
If, during the data reconciliation procedure, the person concerned applies for an old age pension, benefits prior to retirement age, service benefit for armed forces, transitional annuity for miners, life annuity for dance artists or any other benefit or pension insurance transfer based on the average monthly earnings on which the service period and the old-age pension is based, this application shall be deemed to be a withdrawal of the application for the reconciliation procedure. In this case, the procedure for the establishment of the benefit involves the recognition of the periods of entitlement and the clarification of the earnings and income data.
At the government office of the applicant's place of residence or at the Government Office of the Capital City Budapest (1081 Budapest Fiumei road 19/A.) acting on the basis of exclusive jurisdiction.
The envelope must be marked with name of the government office of the applicant's place of residence or with name of the Government Office of the Capital City Budapest acting on the basis of exclusive jurisdiction.
The uniform postal address is:
1916 Budapest.