Explanatory Memorandum to COM(2005)676 - Amendment of Council Regulation (EEC) No 1408/71 on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the EC and Council Regulation (EEC) No 574/72 laying down the procedure for implementing Regulation (EEC) No 1408/71 - Main contents
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dossier | COM(2005)676 - Amendment of Council Regulation (EEC) No 1408/71 on the application of social security schemes to employed persons, to ... |
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source | COM(2005)676 |
date | 21-12-2005 |
- 2005/0258 (COD)
Proposal for a
REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL
amending Council Regulation (EEC) No 1408/71 on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the Community and Council Regulation (EEC) No 574/72 laying down the procedure for implementing Regulation (EEC) No 1408/71 (Text with EEA relevance)
THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE EUROPEAN UNION,
Having regard to the Treaty establishing the European Community, and in particular Articles 42 and 308 thereof,
Having regard to the proposal from the Commission i,
Having regard to the opinion of the European Economic and Social Committee i,
Acting in accordance with the procedure laid down in Article 251 of the Treaty i,
Whereas:
6. To take account of changes in the legislation of certain Member States, certain annexes to Regulation (EEC) No 1408/71 need to be adapted.
7. Regulation (EEC) No 1408/71 should therefore be amended accordingly.
8. To ensure that the fundamental reform of the Netherlands health insurance scheme with effect from 1 January 2006 is correctly reflected in the European coordinating provisions from the date when it takes effect and thus provide legal certainty regarding the coordination of sickness benefits, it is necessary to provide that the amendments of Annexes I and VI to Regulation (EEC) No 1408/71 which relate to the reform of the Netherlands health care insurance scheme should apply retroactively with effect from 1 January 2006.
9. The Treaty does not provide powers other than those under Article 308 to take appropriate measures within the field of social security for persons other than employed persons,
HAVE ADOPTED THIS REGULATION:
Annexes I, IIa, III, IV and VI to Regulation (EEC) No 1408/71 are amended as set out in the Annex to this Regulation.
This Regulation shall enter into force on the third day following that of its publication in the Official Journal of the European Union .
Point 2 and point 6(b) of the Annex, regarding the Netherlands, shall apply with effect from 1 January 2006.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
Done at Brussels,
The President The President
ANNEX
The annexes to Regulation (EEC) No 1408/71 are amended as follows:
10. In Annex I, Part I, section 'X. SWEDEN' is replaced by the following:
"X. SWEDEN
Persons who are engaged in gainful employment and who pay their own contributions on this income pursuant to Chapter 3 of the Social Insurance Contributions Act (2000:980) shall be considered as self-employed."
11. In Annex I, Part II, section 'Q. NETHERLANDS' is replaced by the following:
"Q. NETHERLANDS
For the purpose of determining entitlement to benefits pursuant to Chapters 1 and 4 of Title III of the Regulation, 'member of the family' means a spouse, registered partner or child under the age of 18."
12. Annex IIa is amended as follows:
(a) Section 'M. LITHUANIA' is replaced by the following:
"M. LITHUANIA
(a) Social assistance pension (Law of 2005 on State Social Allowances, Article 5).
(b) Special relief compensation (Law of 2005 on State Social Allowances, Article 15).
(c) Special transport compensation for the disabled who have mobility problems (Law of 2000 on Transport Compensation, Article 7)."
(b) In section 'V. SLOVAKIA', the current entry becomes point (a) and the following new point is added:
"(b) Social pension which has been awarded before 1 January 2004."
13. Annex III, Part A is amended as follows:
Point 187 is deleted.
14. Annex IV is amended as follows:
(a) In Part A, in section 'V. SLOVAKIA', the word 'None' is replaced by the following:"Invalidity pension for a person who became invalid as a dependent child and who is always deemed to have fulfilled the required period of insurance (Article 70 i, Article 72 i and Article 73 i and (4) of Act No 461/2003 on social insurance, as amended)."
(b) In Part B, section 'G. SPAIN' is replaced by the following:"G. SPAINScheme for lowering the retirement age of self-employed persons engaged in seafaring activities as described in Royal Decree No 2930/2004 of 30 December 2004."
(c) Part C is amended as follows:
(i) In section 'V. SLOVAKIA', the word 'None' is replaced by the following:
"Survivor’s pension (widow’s, widower’s and orphan’s pension) the amount of which is derived from the old-age pension, pre-retirement old-age pension or invalidity pension formerly paid to the deceased."
(ii) Section 'X. SWEDEN' is replaced by the following:"X. SWEDEN"Earnings-related old-age pensions (Act 1998:674) and guarantee pensions in the form of old-age pensions (Act 1998:702)"
(d) Part D is amended as follows:
(i) Point 1(i) is replaced by the following:
"(i) Swedish guarantee pension and guarantee supplement which tops up the full Swedish state pensions provided under the legislation on the state pension which applied before 1 January 1993, and the full state pension awarded under the transitional rules of the legislation applying from that date, and Swedish income-related sickness benefit and activity allowance."
(ii) Point 2(i) is replaced by the following:
"(i) Sickness benefit and activity allowance in the form of guarantee allowance (Act 1962:381, as amended by Act 2001:489), survivor's pension, as calculated on the basis of insurance periods (Acts 2000:461 and 2000:462) and old-age pension in the form of guarantee pension calculated on the basis of previously credited periods (Act 1998:702)."
(iii) Point 3(a) is replaced by the following:
"(a) Nordic Convention on Social Security of 18 August 2003"
and the following new point is added:
"(c) Social Security Agreement of 10 November 2000 between the Republic of Finland and the Grand Duchy of Luxembourg."
15. Annex VI is amended as follows:
(a) In section 'E. ESTONIA', the word 'None' is replaced by the following:"For the purpose of calculating parental benefit the periods of employment in Member States other than Estonia shall be considered to be based on the same average amount of social tax as paid during the periods of employment in Estonia, with which they are aggregated. If during the reference year the person has been employed only in other Member States the calculation of the benefit shall be considered to be based on the average social tax paid in Estonia between the reference year and the maternity leave."
(b) In section 'Q. NETHERLANDS', point 1 shall be replaced by the following:
"1. Health care insurance
(a) As regards entitlement to benefits in kind under Netherlands legislation, persons entitled to benefits in kind for the purpose of the implementation of Chapters 1 and II of Title III of this Regulation shall mean:
(i) persons who, under Article 2 of the Zorgverzekeringswet (Health Care Insurance Act), are obliged to take out insurance under a health care insurer,and
(ii) insofar as they are not already included under point (i), persons who are resident in another Member State and who, under the Regulation, are entitled to health care in their state of residence, the costs being borne by the Netherlands.
(b) The persons referred to in point (a)(i) must, in accordance with the provisions of the Zorgverzekeringswet (Health Care Insurance Act), take out insurance with a health care insurer, and the persons referred to in point a(ii) must register with the College voor zorgverzekeringen (Health Care Insurance Board).
(c) The provisions of the Zorgverzekeringswet (Health Care Insurance Act) and the Algemene wet bijzondere ziektekosten (Law on General Insurance Against Special Medical Expenses) concerning liability for the payment of contributions shall apply to the persons referred to under point (a) and the members of their families. In respect of family members, the contributions shall be levied on the person from whom the right to health care is derived.
(d) The provisions of the Zorgverzekeringswet (Health Care Insurance Act) concerning late insurance shall apply mutatis mutandis in the event of late registration with the College voor zorgverzekeringen (Health Care Insurance Board) in respect of the persons referred to in point a(ii).
(e) Persons entitled to benefits in kind by virtue of the legislation of a Member State other than the Netherlands who reside in the Netherlands or stay temporarily in the Netherlands shall be entitled to benefits in kind in accordance with the policy offered to insured persons in the Netherlands by the institution of the place of residence or the place of stay, taking into account Article 11 i, i and i and Article 19 i of the Zorgverzekeringswet (Health Care Insurance Act), as well as to benefits in kind provided for by the Algemene wet bijzondere ziektekosten (Law on General Insurance Against Special Medical Expenses).
(f) For the purposes of Articles 27 to 34 of this Regulation, the following benefits shall be treated as pensions due under Netherlands legislation:
– pensions awarded under the Law of 6 January 1966 on pensions for civil servants and their survivors ( Algemene burgerlijke pensioenwet ) (Netherlands Civil Service Pensions Act);
– pensions awarded under the Law of 6 October 1966 on pensions for military personnel and their survivors ( Algemene militaire pensioenwet ) (Military Pensions Act);
– benefits for incapacity for work awarded under the Law of 7 June 1972 on benefits for incapacity for work for military personnel ( Wet arbeidsongeschiktheidsvoorziening militairen ) (Military Personnel Incapacity for Work Act);
– pensions awarded under the Law of 15 February 1967 on pensions for employees of the NV Nederlandse Spoorwegen (Netherlands Railway Company) and their survivors ( Spoorwegpensioenwet ) (Railway Pensions Act);
- pensions awarded under the Reglement Dienstvoorwaarden Nederlandse Spoorwegen (Regulation governing conditions of employment of the Netherlands Railway Company);
– benefits awarded to retired persons before reaching the pensionable age of 65 years under a pension scheme designed to provide income for former employed persons in their old age, or benefits provided in the event of premature exit from the labour market under a scheme set up by the state or by an industrial agreement for persons aged 55 or over whereby the percentage benefit is set at at least 70% of the latest salary.
(g) For the purposes of Chapters 1 and 4 of Title III of this Regulation, the no-claims refund provided for in the Netherlands scheme in the event of limited use of health care facilities shall be deemed to be a sickness benefit in cash."
(c) In section 'W. FINLAND', points 1 and 2 are deleted and the following point is inserted:
"1. When applying Article 46(2)(a) for the purpose of calculating earnings for the credited period under Finnish legislation on earnings-related pensions, where an individual has pension insurance periods based on employment in another Member State for part of the reference period under Finnish legislation, the earnings for the credited period shall be equivalent to the sum of earnings obtained during the part of the reference period in Finland divided by the number of months for which there were insurance periods in Finland during the reference period."
Points 3, 4 and 5 are renumbered points 2, 3 and 4.
(d) Section 'X. SWEDEN' is amended as follows:
(i) Point 1 is replaced by the following:
"1. For the purpose of determining a parent's income during 240 days before the birth of the child under Chapter 4 section 6 of Lag (1962:381) om allmän försäkring (the National Insurance Act):
(a) where during part of that period the parent had income in Sweden, and during another part of that period had income in another Member State, the parent's annual income in the other Member State shall be considered to be equal to the parent's annual income in Sweden;
(b) where during that period a parent had no income in Sweden but had income in another Member State, this income shall be considered to be above the minimum guaranteed level ( lägsta nivå ) provided the parent has been economically active in that other Member State to the extent that the activity would have given rise to an income above the required minimum guaranteed level ( lägsta nivå ) if it had been carried out in Sweden."
(ii) Point 2 is replaced by the following:
"2. The provisions of this Regulation on the aggregation of insurance periods shall not apply to the transitional provisions in the Swedish legislation on entitlement to guarantee pension for persons born in or before 1937 who have been resident in Sweden for a specified period before applying for a pension (Act 2000:798)."
(iii) Point 3 is replaced by the following:
"3. For the purpose of calculating notional income for earnings-related sickness benefit and earnings-related activity allowance in accordance with Chapter 8 of Lag (1962:381) om allmän försäkrings (the National Insurance Act), the following shall apply:
(a) where the insured person, during the reference period, has also been subject to the legislation of one or more other Member States on account of activity as an employed or self-employed person, income in the Member State(s) concerned shall be deemed to be equivalent to the insured person's average gross income in Sweden during the part of the reference period in Sweden, calculated by dividing the earnings in Sweden by the number of months over which those earnings accrued;
(b) where the benefits are calculated pursuant to Article 40 of the Regulation and persons are not insured in Sweden, the reference period shall be determined in accordance with Chapter 8 i and (8) of the abovementioned Act as if the person concerned were insured in Sweden. If the person concerned has no pension-generating income during this period under the Act on earnings-related old-age pension (1998:674), the reference period shall be permitted to run from the earlier point in time when the insured person had income from gainful employment in Sweden."
(iv) Point 4 is replaced by the following:
"4. a) For the purpose of calculating notional pension income for earnings-related survivor’s pension (Act 2000:461), if the requirement in Swedish legislation for pension entitlement in respect of at least three out of the five calendar years immediately preceding the insured person’s death (reference period) is not met, account shall also be taken of insurance periods completed in other Member States as if they had been completed in Sweden. Insurance periods in other Member States shall be regarded as based on the average Swedish pension base. If the person concerned has only one year in Sweden with a pension base, each insurance period in another Member State shall be regarded as constituting the same amount.
b) For the purpose of calculating notional pension credits for widow’s pensions relating to deaths on or after 1 January 2003, if the requirement in Swedish legislation for pension credits in respect of at least two out of the four years immediately preceding the insured person’s death (reference period) is not met and insurance periods were completed in another Member State during the reference period, those years shall be regarded as being based on the same pension credits as the Swedish year."
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