P1 EN Guideline | Lexipedia

Coordination of Social Security Systems

P1 — Summary of Pension Decisions

Information about the P1 form and its use

1. The P1 form be that the same factors have been taken into account by

more than one institution. For example, you might have The P1 form provides an overview of the decisions taken in continued working and your earnings have been taken your case by the various institutions in the EU countries (1) into account by more than one institution. This is per- from whom you have claimed an old age, survivors or mitted within prescribed limits, but you may feel this has invalidity pension. The information on the P1 is intended operated unfairly in your case. Similarly, certain periods to enable you to examine whether any of your pensions during which you were treated as though you were insured have been adversely affected by the interaction of decisions (so-called “equivalent periods”, such as time before leaving taken by two or more institutions. school or a period of sickness), may appear to have been omitted in one country because another country took them into account. Again this is permitted but only within

2. When will you receive a P1 form? prescribed rules.

The P1 will be issued by the “contact institution” in your The following example illustrates the process: case after it has received details of the decisions made by • On retiring from work in country A, an insured person the various institutions who have dealt with your claim. The claims her old age pension in country A, which is also “contact institution” is that institution to which you made her country of residence. When submitting her claim, on your claim for pension. Usually this will be the institution in 1/4/2011, she advises that she has also worked in countries your country of residence, if you were insured there, or the B and C. institution in the country in which you were last insured. This • The institution in country A is the contact institution and institution is shown in Box 5 of the P1. it forwards details of the claim to institutions in B and C. A series of exchanges of insurance records and other details then follows.

3. What to do when you receive your P1 form

Decisions are given in the case as follows: Please read carefully the details provided in the ‘informa- • 1/6/2011 – The institution in country A makes an award tion for the holder’ and study in particular Boxes 3 and 4, and advises the pensioner of its decision (it also advises the including the reference to the national pension decision/ other institutions involved). possibility to contact the pension institution which issued • 1/8/2011 – The institution in country B makes an award the pension decision. and advises the pensioner of its decision (it also advises the other institutions involved). • 1/10/2011 – The institution in country C makes an award 4. How these various awards may “interact” and advises the pensioner of its decision (it also advises the with each other other institutions involved). • 5/10/2011 – The institution in country A issues a P1 form Although each decision in your case will have been made to the pensioner (and advises the institutions in B and C that independently by each of the institutions involved, it may it has done so).

(1) In the following text, the terms “EU Country” or “EU Member State” will also refer to Iceland, Liechtenstein, Norway and Switzerland as soon as Regulations 883/2004 and 987/2009 become applicable to them.

Coordination of Social Security Systems

P1 — Summary of Pension Decisions

5. What happens if you think your award(s) • On receipt of such a request, the institutions in countries of pension have been adversely affected A and B will review the decisions. In the event of a change by by interaction? any institution the other institutions involved will need to be advised of the changed award and a new P1 issued by the Example: contact institution. • On receiving the P1 and examining the overview of your pension awards, you notice that your pension has been reduced in both countries A and B due to overlapping equi- 6. Is the right to review the same as the right valent periods. to appeal? • You take the view that your rights have been adver- sely affected as effectively neither country has taken into Please note that the right of review given by the EU account the equivalent period. You have the right to ask the Regulation does not need to be the same as your right of institutions in those countries to review their awards. This appeal under national law. A right of review may operate request must be made within national time limits for review, within different or no time limits or may follow different pro- but these only commence on the date you received the P1. cedures. Depending on national legislation, you might have already been advised of your right of appeal separately for each individual pension award.