Area: Delovno pravno
Competent authority: MNZ, ZPIZ
EZU URL: .nan
Initiative ID: 912
Initiative accepted and completed: '2018-09-14'
Initiative classified in EZU: .nan
Initiative forwarded in response: '2018-07-30'
Initiative published: '2018-07-30'
Initiative submitted: '2018-07-25'
Response from the competent authority: "Reply from the Invalidity and Pension Insurance\
  \ Institute:The Institute has been working for a long time to ensure that as much\
  \ of the information needed to verify eligibility for the continuation of pension\
  \ benefits as possible is obtained via electronic data exchange; it is liaising\
  \ with foreign insurance institutions to this end with regard to the verification\
  \ of the status of lifetime annuitants. In this way, the Institute reduces the administrative\
  \ burden imposed on its customers by the legal bases for the payment of pension\
  \ benefits. The establishment of electronic data exchanges also reduces the costs\
  \ incurred by the institution both in forwarding and processing returned paper 'Certificate\
  \ of survival' forms and in the case of the untimely receipt of information on the\
  \ death of the beneficiary and the resulting claim as a result of overpaid pension\
  \ benefits. As you yourself have already indicated, the implementation of the electronic\
  \ exchange of death data between the insurance institutions of different countries\
  \ first required the establishment of a legal basis (Article 96 of the MEEPAI-1).\
  \ However, let us further clarify that the prerequisite for the implementation of\
  \ the electronic exchange of death data is not only the agreement as a bilateral\
  \ commitment between the institution and the foreign insurance institution, which\
  \ defines, inter alia, the conditions for the electronic exchange of data, the grounds,\
  \ the protection of personal data, and the agreement on the technical implementation\
  \ of the agreement (the so-called technical protocol), but also the prior acquisition\
  \ of the data on the unique identifier valid in the other country for each beneficiary\
  \ residing abroad, in order to enable the unambiguous identification of the data\
  \ on the same person between the contracting partners at all. Each institution or\
  \ insurance institution is obliged to obtain the aforementioned identifiers from\
  \ pension beneficiaries.I.\r\nThe Institute has signed such agreements and technical\
  \ protocols with all the countries of the former SFRY, namely with/for:\r\n- The\
  \ monthly endowment check has been carried out since March 2014 and, as a result,\
  \ in August 2018, 30 385 beneficiaries of Slovenian pensions with permanent residence\
  \ in the Republic of Croatia and 9 092 beneficiaries of Croatian pensions with permanent\
  \ residence in the Republic of Slovenia were included in the electronic data exchange.\r\
  \n- Fondom penzijskog i invalidskog osiguranja Crno gora (PIO Fund): the agreement\
  \ was signed in October 2014. The monthly endowment check has been implemented since\
  \ June 2015, and as a result, in August 2018, 535 beneficiaries of Slovenian pensions\
  \ with permanent residence in Montenegro and 303 beneficiaries of Montenegrin pensions\
  \ with permanent residence in the Republic of Slovenia were included in the electronic\
  \ data exchange.\r\n- Fund for Pension and Disability Insurance in Macedonia (FPIOM):\
  \ the agreement was signed in March 2015, but the agreement has not yet been put\
  \ into practice due to the current lack of adequate technical support on the Macedonian\
  \ side. The number of potential users for data exchange is 1,595 on the Slovenian\
  \ side and 319 on the Macedonian side.\r\n- Fondom za penzijsko i invalidsko osiguranje\
  \ Republike Srpske (PIO RS Fund): the agreement was signed in March 2015. The monthly\
  \ lifetime check has been implemented since April 2017, and as a result, in August\
  \ 2018, 9,573 beneficiaries of Slovenian pensions with permanent residence in the\
  \ Republic of Srpska and 794 beneficiaries of pensions granted in the Republic of\
  \ Srpska with permanent residence in the Republic of Slovenia were included in the\
  \ electronic data exchange.\r\n- Federal Institute for Peace and Disability Insurance\
  \ of the Federation of Bosnia and Herzegovina (FZMIO BIH): the agreement was signed\
  \ in June 2016. The monthly lifetime check has been implemented since February 2017,\
  \ and as a result, in August 2018, 13,667 beneficiaries of Slovenian pensions with\
  \ permanent residence in the Federation of BIH and 802 beneficiaries of pensions\
  \ granted in the Federation of BIH with permanent residence in the Republic of Slovenia\
  \ were included in the electronic data exchange.\r\n- Republi\u010Dkim fondom za\
  \ penzijsko i invalidsko osiguranje Republike Srbije (RFPIZ): the agreement was\
  \ signed in May 2015. The monthly lifetime check has been implemented since April\
  \ 2017, and as a result, in August 2018, 9,898 beneficiaries of Slovenian pensions\
  \ with permanent residence in the Republic of Serbia and 3,318 beneficiaries of\
  \ Serbian pensions with permanent residence in the Republic of Slovenia were included\
  \ in the electronic data exchange.\r\nIt follows from the above that the Institute\
  \ verifies in this way the entitlement to continued payment of Slovenian pension\
  \ benefits for 71% of all beneficiaries residing outside the Republic of Slovenia\
  \ (in August, the Institute made 90,238 total transfers to non-residents; 64 of\
  \ these are included in the e-exchange.The Institute is actively striving to remove\
  \ administrative obstacles for its customers, as after the establishment of the\
  \ electronic exchange of death data, pension beneficiaries no longer need to send\
  \ a certified paper \"Certificate of Survival\" form to the payer every year.\r\n\
  II.\r\nIn January 2017, the Institute also signed an agreement on electronic data\
  \ exchange with the German insurance institutions, namely Deutsche Rentenversicherung\
  \ Bund (Berlin), Deutsche Rentenversicherung Bayern S\xFCd (Landshut) and Deutsche\
  \ Rentenversicherung Knappschaft-Bahn-See (Bochum), but this has not yet been put\
  \ into practice, as a technical protocol is currently being drawn up with the Deutsche\
  \ Post AG Renten Service, which is the contractor of the German insurance institutions\
  \ for the verification of the status of the survivor. According to the 2017 data,\
  \ there are 32,084 potential candidates for this type of endowment check; namely\
  \ 10,240 beneficiaries of Slovenian pensions with permanent residence in Germany\
  \ and 21,844 beneficiaries of German pensions with permanent residence in the Republic\
  \ of Slovenia.\r\nThe Institute is also working to coordinate and sign an agreement\
  \ on electronic data exchange with the Italian insurance institution, to which the\
  \ latest comments on the text of the agreement were submitted in June 2018. According\
  \ to the data for 2017, there are 1,134 potential candidates for the implementation\
  \ of the end-of-life check with the Italian insurance institution, who are beneficiaries\
  \ of Slovenian pensions with permanent residence in Italy; however, we do not have\
  \ data on the number of beneficiaries of Italian pensions with permanent residence\
  \ in the Republic of Slovenia.The Institute is also working towards the establishment\
  \ of an electronic exchange of death data with the Austrian insurance institutions,\
  \ to which an initiative was forwarded in February 2018 and the last urgent request\
  \ was sent in July 2018. According to the data for 2017, there are 14,993 potential\
  \ candidates for the implementation of this type of end-of-life check; namely 3,133\
  \ beneficiaries of Slovenian pensions with permanent residence in Austria and 11,860\
  \ beneficiaries of Austrian pensions with permanent residence in the Republic of\
  \ Slovenia.\r\n "
Text file: 912.txt
Title: Certificate of survival in receipt of foreign pensions
URL: https://www.stopbirokraciji.gov.si/pobuda/?st=912
