Citation

Source: sozialversicherungen.admin.ch

P_BUC_05

APPROVedAPPROVed APPROVed APPROVed International Process Guidelines Pension P_BUC_05 – Ad-hoc Request for Pension Information Date: 02/10/2018 Version of guidelines document: v4.1.0 Based on: P_BUC_05 version 4.1.0 Common Data Model version 4.1.0 TABLE OF CONTENTS P_BUC_05 – Ad-hoc request for pension information 4 How to start this BUC? 6 What is my role in the social security exchange of information I have to complete? 6 CO.1 Who do I need to exchange information with? 6 CO.2 How do I identify the correct institution(s) to exchange information with? 6 CO.3 How do I start the international exchange as Case Owner? 7 CO.4 How do I send a ‘Request for Additional Information’ SED P8000? 7 CO.5 What should I do if I have received the SED P9000? 7 CO.6 What should I do if I have received a SED P8000 as Case Owner? 8 CO.7 What should I do if I have chosen to fill out P4000? 8 CO.8 What should I do if I have chosen to fill out SED P5000? 8 CO.9 What should I do if I have chosen to fill out SED P6000? 9 CO.10 What should I do if I have chosen to fill out SED P7000? 9 CP.1 What should I do if I receive a SED P8000 as a Counterparty? 10 CP.2 What should I do if I am responsible for handling a SED P8000 as a Counterparty? 10 CP.3 What should I do if I have chosen to fill out SED P4000? 10 CP.4 What should I do if I have chosen to fill out SED P5000? 11 CP.5 What should I do if I have chosen to fill out SED P6000? 11 CP.6 What should I do if I have chosen to fill out SED P7000? 11 CP.7 What should I do if I have chosen to fill out SED P8000? 12 CP.8 What should I do if I have received SED P9000? 12 BPMN diagram for P_BUC_05 13 Structured Electronic Documents (SEDs) used in the process 13 Horizontal sub-processes 13 Administrative sub-processes 13 Document history: Revision Date Created by Short Description of Changes v0.1 07/04/2017 Secretariat First draft of the document submitted for review to the Pension Ad Hoc group v0.2 18/05/2017 Secretariat Implement changes and updates following the AHG comments. Version submitted for AC review. v0.99 16/06/2017 Secretariat Version submitted for AC approval v1.0 13/07/2017 Secretariat AC approved version With minor formatting and clarification corrections v4.1.0 02/10/2018 Secretariat Performed patch changes to reference the new CDM version 4.1.0 P_BUC_05 – Ad-hoc request for pension information

Description: The role of this Business Use Case is to allow an institution in a Member State to ask a Competent Institution in another Member State or several institutions in different Member States for support. The asking institution needs information to process an ongoing national pension case. Such examples may include, but are not limited to:

  • A need to recalculate the citizen’s pension amounts due to a change of circumstances;

  • A need under national legislation to check the particulars of a citizen’s situation (e.g. how much pension they are being paid);

  • An invalidity pension situation involving only 'Type A' Member States where one Member State requires insurance periods. The starting point of this BUC is a national pension case or a case outside a pension claim procedure. During the substantive examination it turns out that the applicant has been insured some time in one or more Member States different from the one where the applicant's pension related case is being processed. Regarding these periods the clerk needs (additional) information.