SED R008: ‘Request for reimbursement of provisionally paid benefits’

This SED starts the Business Use Case R_BUC_03 – Offsetting of provisionally paid cash benefits with payments of another Member State under Art. 73 (1) of Regulations (EC) No 987/2009. The Case Owner uses it to request reimbursement of provisionally paid benefits.

In every case, you need to provide information on Person, Decision on competent institution, the provisionally paid benefit, the provisional payment period, total amount, and Bank details in your institution to which the money from the off-set should be transferred.

Please note that nationality in the section ‘Person’ can be repeated if the person has dual nationality.

The section 'Person' is repeatable. So in cases of survivors benefit please provide data for the beneficiary and for the deceased insured person separately. This will help the Counterparty to assign the case correctly.

The 'Date by which this request must be made' in the section 'Decision on competent institution' is the end of the deadline for your request. You have 3 months from the date of the decision on competence in which to send your request. This date is included in this SED for you to check whether your request for reimbursement is within time. When out of time, no reimbursement is possible anymore.

If there is more than one provisionally paid benefit, make a separate R_BUC_03 case for each.

Optionally, the Local Case Number can be used to link the case with one or more corresponding local cases for a Country and/or the specific Institution. This way a connection can be made between the corresponding local cases involved, which may be helpful when processing the case.

It is possible to provide additional information in dedicated section.

It is possible to add attachments to R008.

In order to see the content and explanatory notes of the SED R008

please click here.