SED R009: ‘Reply with information on finally payable benefits’

The Counterparty uses this SED to reply to the R008. It provides detailed information about whether reimbursement is possible and if so the amount that will be reimbursed.

The sections `Person` and `Entitlement to benefits` are mandatory. Please note that nationality in the section ‘Person’ can be repeated if the person has dual nationality.

The section 'Person' is repeatable. So if your institution assigns survivors benefits under the data of the deceased insured person please provide data for the beneficiary and for the deceased insured person separately.

If you confirm that the customer is entitled to benefits and the request has been made within the 3 month period, more information must be given on whether or not the customer is entitled to arrears of a corresponding benefit. This includes information on the:

Payable arrears period; and

Arrears total amount; and

Whether the amount of arrears covers the full amount of the provisional payment

If the customer is not entitled to arrears of a corresponding benefit, or the full amount is not covered, confirm whether deduction is possible in periodic rates from ongoing payments, in the relevant section. You must provide more information on:

The type of benefit from which deduction from ongoing payments is possible. This can be more than one.

Periodic amount, indicating the frequency, amount and currency of scheduled payments.

If you are not the competent institution, and it is not possible to forward the case to the competent institution, indicate the institution(s) competent for deduction from ongoing payment(s).

It is possible to provide additional information in dedicated section.

It is possible to add attachments to R009.

In order to see the content and explanatory notes of the SED R009 please click here.