SUPPLEMENTARY AGREEMENT
FOR THE APPLICATION OF
THE EUROPEAN CONVENTION ON SOCIAL SECURITY
Paris, 14.XII.1972
Council of Europe
Preamble
Title I:
General provisions
Title II:
Application of the Title I of the Convention
Title IV:
The adding together of periods of insurance and of residence
Title V:
Application of Title III of the Convention
Chapter
1 - Sickness and maternity
Chapter 2 -
Invalidity, old age and death pensions
Chapter 3 - Occupational
injuries and diseases
Chapter
4 - Death grants
Chapter 5
- Unemployment
Chapter
6 - Family benefits
Title VI:
Miscellaneous provisions
Title
VII: Transitional and final provisions
Preamble
The member States of the Council of Europe, signatory to the European Convention on Social Security and to this Supplementary
Agreement,
Considering that by the terms of Article 80, paragraph 1, of
the European Convention on Social Security, the application of that Convention is governed
by a Supplementary Agreement,
Have agreed as follows:
Title I
General provisions
Article 1
For the purposes of this Supplementary Agreement:
a the term "Convention"
means the European Convention on Social Security;
b the term "Agreement"
means the Supplementary Agreement for the application of the Convention;
c the term "Committee"
means the Committee of Experts on Social Security of the Council of Europe or such other
committee as the Committee of Ministers of the Council of Europe may designate to carry
out the duties mentioned in Article 2 of this Agreement;
d the term "seasonal worker"
means a worker who moves to the territory of a Contracting Party other than that of his
residence for the purpose of carrying out, for an undertaking or employer of that Party,
work of a seasonal nature for a period not longer than eight months, and who temporarily
resides in the territory of that Party for the duration of such work; work of a seasonal
nature means work which is dependent on the cycle of the seasons and is automatically
repeated each year; the status of a seasonal worker is proved by the production of a
contract of employment endorsed by the employment service of the Contracting Party whose
territory the seasonal worker enters to follow his occupation, or of a document endorsed
by that service, attesting to his seasonal employment in that territory;
e the terms defined in Article 1 of the
Convention have the meanings given them in that article.
Article 2
- Models of the certificates, statements, declarations, claims and other documents
required for the application of the Convention and of this Agreement shall be prepared by
the Committee. However, if two or more Contracting Parties agree on the use of different
models, they shall inform the Committee accordingly.
- The Committee may assemble information on the legislative provisions to which the
Convention applies at the request of the competent authorities of any Contracting Party.
- The Committee may prepare leaflets for the purpose of informing the persons concerned of
their rights and of the administrative formalities with which they must comply in order to
secure them.
Article 3
- The competent authorities of the Contracting Parties may designate liaison bodies
empowered to communicate directly with one another and provided they are authorised to do
so by the competent authorities of that Party, with the institutions of any Contracting
Party.
- Any institution of a Contracting Party, and likewise any person residing or temporarily
residing in the territory of a Contracting Party, may approach the institution of another
Contracting Party either directly or through the liaison bodies.
Article 4
- Annex 1 names the competent authority or authorities of each Contracting Party.
- Annex 2 names the competent institutions of each Contracting Party.
- Annex 3 names the institutions of the place of residence and the institutions of the
place of temporary residence of each Contracting Party.
- Annex 4 names the liaison bodies designated by the competent authorities of the
Contracting Parties pursuant to Article 3, paragraph 1, of this Agreement.
- Annex 5 lists the provisions referred to in Article 6, sub-paragraph b and
Article 46, paragraph 2, of this Agreement.
- Annex 6 lists the names and addresses of the banks referred to in Article 48,
paragraph 1, of this Agreement.
- Annex 7 names the institutions designated by the competent authorities of the
Contracting Parties pursuant to the provisions of Article 7, paragraph 1,
Article 12, paragraph 1, Article 14, paragraphs 2 and 3, Article 34,
Article 57, paragraph 1, Article 63, paragraph 1, Article 72,
paragraph 2, Article 73, paragraph 2, Article 76, Article 77,
Article 78, paragraph 2, Article 83, paragraph 1, Article 84 and
Article 87, paragraph 2, of this Agreement.
Article 5
Two or more Contracting Parties may by common agreement, in so far as they are
concerned, prescribe different rules for applying the Convention from those provided for
in this Agreement.
Article 6
This Agreement replaces:
a agreements for the application of such social security conventions
as the Convention replaces;
b provisions for the application of such provisions in the conventions
on social security referred to in Article 6, paragraph 3, of the Convention as
are not listed in Annex 5.
Title II
Application of the Title I of the
Convention
(General provisions)
Application of Article 10 of the Convention
Article 7
- Where, having regard to Article 10 of the Convention, the person concerned
satisfies the conditions for admission to optional continued insurance in respect of
invalidity, old age or death (pensions) under more than one scheme, by virtue of the
legislation of a Contracting Party, and has not been compulsorily insured under any of
those schemes by virtue of his most recent employment, he shall qualify for admission to
optional continued insurance only under the scheme which would have applied if he had
followed, under the legislation of that Party, the employment subject to compulsory
insurance for pension purposes which he last followed under the legislation of another
Contracting Party. However, where the said employment was not subject to compulsory
insurance under the legislation of the first Party, or where the nature of that employment
cannot be determined, then the competent authority of that Party or such institution as it
may designate shall decide the scheme under which the optional insurance may be continued.
- In order to benefit from the provisions of Article 10 of the Convention, the person
concerned shall submit to the institution of the Contracting Party concerned a certificate
of the periods of insurance completed under the legislation of any other Contracting Party
and also of any periods of residence, after the age of sixteen, under the non-contributory
legislation of any other Contracting Party. This certificate shall be issued at the
request of the person concerned, or the said institution, by the institution or
institutions within whose purview he has completed the periods in question.
Application of Article 13 of the Convention
Article 8
Where a person in receipt of benefit under the legislation of one Contracting Party is
also entitled to benefits under the legislation of one or more of the other Contracting
Parties, the following rules shall apply:
a where the application of the provisions of Article 13,
paragraph 2, of the Convention would entail the reduction, suspension or suppression
of such benefits, none of them may be reduced, suspended or suppressed to an extent
greater than the amount which would be obtained by dividing the sum affected by the
reduction, suspension or suppression in accordance with the legislation under which
benefit is due by the number of benefits subject to reduction, suspension or suppression
to which the beneficiary is entitled;
b nevertheless, where the benefits concerned are invalidity, old age,
or death (pensions) benefits paid out in conformity with the provisions of Article 29
of the Convention by the institution of a Contracting Party, that institution shall take
account of the benefits, income or remuneration entailing the reduction, suspension or
suppression of the benefits due from it solely for the purposes of the reduction,
suspension or suppression of the amount referred to in Article 29, paragraphs 4 or 5,
but not for the calculation of the theoretical amount referred to in Article 29,
paragraphs 2 and 3; however, account shall be taken of such benefits, income or
remuneration only to the extent of that fraction of their amount corresponding to the
ratio of the periods completed, as prescribed in Article 29, paragraph 4, of the
Convention;
c for the application of the provisions of Article 13,
paragraph 2, of the Convention, the competent institutions concerned shall
communicate all relevant information to one another on request;
d for the application of the provisions of Article 13,
paragraph 2, of the Convention, the official rate of exchange shall be the rate
prevailing on the first day of the month in which the final payment is made or, if the
pension is recalculated, at the rate then prevailing.
Article 9
Where a person or a member of that person's family has a claim to maternity benefit
under the legislation of two or more Contracting Parties, benefits shall be provided
solely under the legislation of the Party in whose territory the birth took place, or, if
the birth did not take place in the territory of either of these Parties, solely under the
legislation to which the person concerned was last subject.
Article 10
- Where death occurs in the territory of a Contracting Party, only entitlement to a death
grant acquired under the legislation of that Party shall be recognised, to the exclusion
of any right acquired under the legislation of another Contracting Party.
- When death occurs in the territory of a Contracting Party and entitlement to death grant
has been acquired solely under the legislation of two or more other Contracting Parties,
or where death occurs outside the territory of either of the Contracting Parties, and
entitlement to death grant has been acquired under the legislation of any Contracting
Party, only the entitlement acquired under the legislation of the Contracting Party to
which the person in respect of whom the death grant is payable was last subject shall be
recognised, to the exclusion of any entitlement acquired under the legislation of any
other Contracting Party.
Article 11
Where, over the same period, two or more persons are entitled to family allowances
under the legislation of two or more Contracting Parties with respect to the same members
of the family, the Contracting Party to whose legislation the family's main breadwinner is
subject shall be deemed to be the only competent State. However, where family allowances
are payable under the legislation of the Contracting Party in whose territory the children
reside or are brought up, by virtue of a person's employment or occupational activity,
that Party shall be deemed to be the only competent State.
Application of Article 15, paragraphs 1 and 2, of the
Convention
Article 12
- In the cases covered by Article 15, paragraph 1, sub-paragraph a.i, and
paragraph 2, sub-paragraph a, of the Convention, the institution designated by
the competent authority of the Contracting Party whose legislation is applicable shall
issue to the worker on his or his employer's request, if the requisite conditions are
fulfilled, a certificate of such temporary employment abroad stating that he is still
subject to that legislation.
- The consent referred to in Article 15, paragraph 1, sub-paragraph a.ii,
of the Convention shall be requested by the employer. The consent of each worker concerned
shall be required if so provided in the legislation of the Contracting Party referred to
in the preceding paragraph.
Article 13
Where, under Article 15, paragraph 1, sub-paragraph b or c, of the
Convention, the legislation of a Contracting Party is applicable to an employed person
whose employer is not in the territory of that Party, that legislation shall apply as if
the person were employed at his place of residence in the said territory, particularly for
the purpose of determining the competent institution.
Application of Article 17 of the Convention
Article 14
- The provisions of Article 17, paragraph 1, of the Convention shall remain
applicable until the date of exercise of the option provided for in paragraph 2 of
that article.
- An employed person who exercises his right of option shall so notify the competent
institution of the Contracting Party in whose territory he is employed, as well as the
institution designated by the competent authority of the Contracting Party for whose
legislation he has opted, and shall at the same time notify his employer. The last
mentioned institution shall, as required, notify any other institutions of the latter
Contracting Party, in accordance with the instructions issued by that Party's competent
authority.
- The institution designated by the competent authority of the Contracting Party for whose
legislation the employed person has opted shall issue him a certificate stating that he is
subject to the legislation of that Party whilst he is employed in the diplomatic mission
or consular post in question, or in the private service of officials of such mission or
post.
- Where the employed person has opted for the application of the legislation of the
Contracting Party which is the accrediting State or the sending State, the provisions of
that legislation shall apply as if the person were employed at the seat of government of
the said Party.
Title IV
The adding together of periods of
insurance and of residence
Application of Articles 10, 19, 28, 49 and 51 of the
Convention
Article 15
- In the cases referred to in Article 10, Article 19, Article 28,
paragraphs 1 to 4, Article 49, and Article 51, paragraphs 1 to 3, of the
Convention, without prejudice to the provisions of Article 28, paragraph 4, or
of Article 51, paragraph 3, of the Convention, as the case may be, periods of
insurance and periods of residence shall be added together in accordance with the
following rules:
a to the periods of insurance or residence completed under the
legislation of one Contracting Party shall be added the periods of insurance completed
under the legislation of any other Contracting Party and also any periods of residence
completed after the age of sixteen under the non-contributory scheme of any other
Contracting Party, to the extent necessary to make up the total period of insurance or
residence required under the legislation of the first Contracting Party for the
acquisition, maintenance or recovery of entitlement to benefit, provided always these
periods do not overlap. In the case of invalidity, old age, or death (pensions) benefits
to be paid by the institutions of two or more Contracting Parties in accordance with the
provisions of Article 29 of the Convention, each of the institutions concerned shall
separately add together all the periods of insurance or residence completed by the person
concerned under the legislation of all the Contracting Parties to which he has been
subject;
b where a period of compulsory insurance completed in accordance with
the legislation of one Contracting Party coincides with a period of voluntary or optional
continued insurance completed under the legislation of another Contracting Party, the
first only shall be taken into account, without prejudice to the provisions of the second
sentence of Article 16, paragraph 2, of the Convention;
c where an actual period of insurance completed under the legislation
of one Contracting Party coincides with a period assimilated to an actual period of
insurance under the legislation of another Contracting Party, the first only shall be
taken into account;
d any period assimilated to an actual period of insurance under the
legislation of two or more Contracting Parties shall be taken into account only by the
institution of that Contracting Party to whose legislation the person insured was last
compulsorily subject prior to the said period; where the insured person has not been
compulsorily subject to the legislation of one of those Parties prior to the said period,
that period shall be taken into account by the institution of that Contracting Party to
whose legislation he was first compulsorily subject after the period in question;
e where the time at which certain periods of insurance were completed
under the legislation of a Contracting Party cannot be accurately determined, such periods
shall be presumed not to overlap with periods completed under the legislation of another
Contracting Party and shall be taken into account as may be necessary;
f where, according to the legislation of one Contracting Party,
certain periods of insurance are taken into account only if they have been completed
within a specified time, the institution which applies this legislation shall take into
account only periods completed under the legislation of another Contracting Party as have
been completed within the same specified time.
- Periods of insurance completed under a scheme of a Contracting Party to which the
Convention does not apply, but which are taken into account by a scheme of that Party to
which the Convention does apply, shall be considered as insurance periods to be taken into
account for the purpose of adding together.
- Where the periods of insurance completed under the legislation of one Contracting Party
are expressed in units other than those used in the legislation of another Contracting
Party, the conversion necessary for the purpose of adding them together shall be governed
by the following rules:
a where the person concerned has been working
a six-day week:
i one day shall be equivalent to eight hours, and vice versa;
ii six days shall be equivalent to one week, and vice versa;
iii twenty-six days shall be equivalent to one month, and vice versa;
iv three months, or thirteen weeks, or seventy-eight days shall be
equivalent to one quarter and vice versa;
v for the conversion of weeks into months, and vice versa, the weeks
and months shall be converted into days;
vi the application of the rules set out above shall not result in a
total, for periods completed during one calendar year, of more than three hundred and
twelve days, or fifty-two weeks, or twelve months, or four quarters;
b where the person concerned has been working a five-day week:
i one day shall be equivalent to nine hours, and vice versa;
ii five days shall be equivalent to one week, and vice versa;
iii twenty-two days shall be equivalent to one month, and vice versa;
iv three months, or thirteen weeks, or sixty-six days, shall be
equivalent to one quarter, and vice versa;
v for the conversion of weeks into months, and vice versa, the weeks
and months shall be converted into days;
vi the application of the preceding rules shall not result in a total,
for periods completed during one calendar year, of more than two hundred and sixty-four
days, or fifty-two weeks, or twelve months, or four quarters.
- Where, in accordance with paragraph 1, sub-paragraph b, of this article,
periods of voluntary or optional continued insurance in respect of invalidity, old age or
death (pensions) completed under the legislation of a Contracting Party are not taken into
account when adding periods together, the contributions relating to such periods shall be
considered as conferring entitlement to increased benefits under the said legislation.
Where such legislation provides for supplementary insurance, the said contributions shall
be taken into account for the calculation of the benefits due under such supplementary
insurance.
Title V
Application of Title III of the Convention
(Special provisions governing the various categories of
benefits)
Chapter 1 - Sickness and maternity
Application of Article 19 of the Convention
Article 16
- In order to benefit from the provisions of Article 19 of the Convention, the person
concerned shall submit to the competent institution a certificate setting out the periods
of insurance completed under the legislation of the Contracting Party to which he was
previously last subject, and he shall supply any additional information required under the
legislation applied by that institution.
- The certificate referred to in the preceding paragraph shall be issued, at the request
of the person concerned, by the institution, competent in relation to sickness, of the
Contracting Party to whose legislation he was previously last subject. If the person
concerned does not submit this certificate, the competent institution shall apply for it
to that institution.
- Where it is necessary to take into account periods of insurance previously completed
under the legislation of any other Contracting Party in order to satisfy the conditions
prescribed by the legislation of the competent State, the provisions of the preceding
paragraphs of this article shall be applied mutatis mutandis.
Application of Article 20 of the Convention
Article 17
- In order to receive the benefits in kind provided for in Article 20 of the
Convention, the person concerned shall register himself and the members of his family with
the institution of his place of residence, submitting a certificate of his and his
family's entitlement. This certificate shall be issued by the competent institution on the
basis of information supplied, where appropriate, by the employer. If the person concerned
or the members of his family fail to submit such a certificate, the institution of the
place of residence shall itself apply for it to the competent institution.
- The certificate referred to in the preceding paragraph shall be valid until such time as
the institution of the place of residence receives notice of its cancellation.
- Where the person concerned is employed as a seasonal worker, the certificate referred to
in paragraph 1 of this article shall remain valid for the expected duration of the
seasonal work, unless in the meantime the competent institution notifies the institution
of the place of residence of its cancellation.
- The institution of the place of residence shall advise the competent institution of any
registration made in accordance with the provisions of paragraph 1 of this article.
- For any claim for benefits in kind, the claimant shall submit the supporting documents
normally required for the provision of benefits in kind under the legislation of the
Contracting Party in whose territory he resides.
- In the event of hospitalisation, the institution of the place of residence shall notify
the competent institution, as soon as this information is available, of the date of entry,
the probable duration of hospitalisation and the date of discharge.
- The person concerned or the members of his family shall advise the institution of the
place of residence of any change in their circumstances which might affect their
entitlement to benefits in kind and, in particular, of any cessation or change of
employment or occupational activity on the part of the person concerned or any change in
the latter's residence or temporary residence, or in that of a member of his family. The
competent institution shall likewise inform the institution of the place of residence of
the person concerned of the termination of his affiliation or of his entitlement to
benefit. The institution of the place of residence may at any time request the competent
institution to supply any information relating to the said person's affiliation or
entitlement to benefit.
Article 18
In the case of frontier workers or members of their families, any medicines, bandages,
spectacles, minor appliances, laboratory analyses and examinations shall only be provided
or carried out in the territory of the Contracting Party in which they have been
prescribed and in accordance with the legislation of that Party.
Article 19
- In order to receive the cash benefits provided for in Article 20, paragraph 1,
sub-paragraph b, of the Convention, the person concerned shall apply to the
institution of his place of residence within three days of becoming incapable of work, and
submit a certificate to the effect that he has ceased to work or, if the legislation
applied by the competent institution or by the institution of the place of residence so
requires, a certificate of incapacity for work issued by the doctor attending him. He
shall also submit any other documents required by the legislation of the competent State,
according to the type of benefit claimed.
- If doctors in the country of residence do not issue certificates of incapacity for work,
the person concerned shall apply directly to the institution of the place of residence,
within the time-limit set by the legislation it applies. That institution shall at once
seek medical confirmation of incapacity for work and issue the certificate referred to in
the preceding paragraph.
- The institution of the place of residence shall immediately transmit to the competent
institution the documents referred to in the preceding paragraphs of this article,
indicating at the same time the probable duration of incapacity for work.
- As soon as possible, the institution of the place of residence shall undertake a medical
examination of the person concerned and make the necessary administrative enquiries
regarding his case, and shall notify the competent institution without delay of the
findings. The competent institution may, if it so desires, have the person concerned
examined by a doctor of its choice at its own expense. Where this institution decides to
refuse benefit on the grounds that the person concerned has failed to comply with the
rules relating to the investigation of his case, it shall notify him of this decision and
at the same time send a copy to the institution of the place of residence.
- Termination of incapacity for work shall be notified without delay to the person
concerned by the institution of the place of residence, which shall at the same time
notify the competent institution. When this latter institution itself decides that the
person concerned is again capable of work, it shall notify him of its decision and at the
same time send a copy of the decision to the institution of the place of residence.
- Where, in the same case, two different dates are set by the institution of the place of
residence and by the competent institution for the termination of incapacity for work, the
date set by the competent institution shall apply.
- When the person concerned resumes work, he shall notify the competent institution, if so
required by the legislation which that institution applies.
- The competent institution shall pay cash benefits by any appropriate means, for example
by international money order, and shall advise the institution of the place of residence
of such payments. Where benefit is paid by the institution of the place of residence on
behalf of the competent institution, the competent institution shall inform the person
concerned of his entitlement in the manner prescribed by the legislation which it applies
and shall also advise him of the institution charged with paying the benefits. It shall at
the same time inform the institution of the place of residence of the amount of benefit
payable, the dates of payment, and the maximum period for which it is payable under the
legislation of the competent State. The amount of benefit payable by the institution of
the place of residence shall be converted at the official rate of exchange prevailing on
the first day of the month in which benefit is paid.
Application of Article 21 of the Convention
Article 20
- In order to receive benefits in kind for himself or for such members of his family as
accompany him in his temporary employment abroad, a worker employed in the circumstances
referred to in Article 15, paragraph 1, sub-paragraph a. i or
paragraph 2, sub-paragraph a, of the Convention shall submit to the institution
of his place of temporary residence the certificate prescribed in Article 12,
paragraph 1, of this Agreement. When he has submitted this certificate, he shall be
presumed to have satisfied the conditions for entitlement to benefits in kind.
- In order to receive benefits in kind for himself or for the members of his family who
accompany him, a worker employed in the circumstances referred to in Article 15,
paragraph 1, sub-paragraph b, of the Convention, whose work brings him to the
territory of a Contracting Party other than the competent State, shall submit as promptly
as possible to the institution of his place of temporary residence a statement issued by
the employer or his agent within the two preceding calendar months. This statement shall
indicate the date on which he began work for that employer, and the name and address of
the competent institution. However, if, according to the legislation of the competent
State, the employer is not presumed to know the competent institution, the said worker
shall indicate the name and address of that institution in writing when submitting his
application to the institution of the place of temporary residence. When he has produced
the above-mentioned statements he shall be presumed to have satisfied the conditions for
entitlement to benefits in kind. If he is unable to apply to the institution of the place
of temporary residence before commencing medical treatment, he shall nevertheless receive
such treatment on presentation of the said statement, as if he were insured with that
institution.
- The institution of the place of temporary residence shall apply without delay to the
competent institution to ascertain whether the worker referred to in paragraph 1 or 2
of this article, as the case may be, or the members of his family concerned, satisfy the
conditions for entitlement to benefits in kind. The institution of the place of temporary
residence shall provide the said benefits until a reply has been received from the
competent institution, but for not longer than thirty days.
- The competent institution shall reply to the institution of the place of temporary
residence within ten days of receiving that institution's enquiry. If the reply is in the
affirmative, the competent institution shall indicate the maximum period, if any, during
which the benefits in kind may be provided under the legislation which it applies, and the
institution of the place of temporary residence shall continue to provide the said
benefits.
- Instead of the certificate or statement referred to respectively in paragraphs 1
and 2 of this article, the worker may submit to the institution of the place of temporary
residence the certificate referred to in Article 21, paragraph 1, of this
Agreement. In that case, the provisions of the preceding paragraphs of this article shall
not apply.
- The provisions of Article 17, paragraph 6, of this Agreement shall apply, mutatis
mutandis.
Article 21
- In order to receive the benefits in kind provided for in Article 21,
paragraph 1, sub-paragraph a. i, of the Convention, except in cases where
the presumption in Article 20, paragraphs 1 and 2, of this Agreement is
operative, the person concerned shall submit to the institution of his place of temporary
residence a certificate that he is entitled to such benefits. This certificate, issued by
the competent institution at the request of the person concerned before he leaves the
territory of the Contracting Party in which he resides, shall indicate the maximum period,
if any, during which benefits in kind may be provided under the legislation of the
competent State. If the person concerned does not submit such a certificate, the
institution of the place of temporary residence shall apply for it to the competent
institution.
- The provisions of Article 17, paragraph 6, of this Agreement shall apply, mutatis
mutandis.
Article 22
- In order to receive the benefits in kind provided for in Article 21,
paragraph 1, sub-paragraph b. i, of the Convention, the person concerned
shall submit to the institution of his place of residence a certificate that he is
authorised to continue receiving such benefits. This certificate, issued by the competent
institution at the request of the person concerned, prior to his departure, shall indicate
the maximum period, if any, during which such benefits may continue to be provided under
the legislation of the competent State. The certificate may be issued after the departure
of the person concerned, at his request, when, for reasons outside his control, it could
not have been prepared earlier.
- The provisions of Article 17, paragraph 6, of this Agreement shall apply, mutatis
mutandis.
- The provisions of the preceding paragraphs of this article shall apply, mutatis
mutandis, in the case covered by Article 21, paragraph 1,
sub-paragraph c.i of the Convention.
Article 23
The provisions of Article 21 or of Article 22 of this Agreement as the case
may be shall apply, mutatis mutandis, in relation to the provision of benefits in
kind to the members of the family referred to in Article 21, paragraph 3, of the
Convention.
Article 24
- In order to receive the cash benefits provided for in Article 21, paragraph 1,
sub-paragraph a. ii of the Convention, the person concerned shall apply to the
institution of his place of temporary residence within three days of becoming incapable of
work, and submit a certificate of incapacity for work issued by the doctor attending him,
if so required by the legislation applied by the competent institution or by the
institution of the place of temporary residence. He shall also indicate his address in the
country of temporary residence as well as the name and address of the competent
institution.
- If doctors in the country of temporary residence do not issue certificates of incapacity
for work, the provisions of Article 19, paragraph 2, of this Agreement shall
apply, mutatis mutandis.
- The institution of the place of temporary residence shall without delay transmit to the
competent institution the documents referred to in the preceding paragraphs of this
article, indicating in particular the probable duration of incapacity for work.
- Persons other than the workers referred to in Article 15, paragraph 1,
sub-paragraph a. i, and paragraph 2, sub-paragraph a, of the
Convention, whose state of health is found by medical examination to be such as not to
prevent them from returning to the territory of the Contracting Party where they reside,
shall immediately be notified to this effect by the institution of the place of temporary
residence, which shall also send a copy of the notification to the competent institution.
- In addition, the provisions of Article 19, paragraphs 4 to 8, of this
Agreement shall apply, mutatis mutandis.
Application of Article 22, paragraph 4, of the Convention
Article 25
- In order to benefit from the provisions of Article 22, paragraph 4, of the
Convention, the person concerned shall submit to the competent institution a certificate
regarding the members of his family residing in the territory of a Contracting Party other
than the competent State. This certificate shall be issued by the institution of the place
of residence of the said members of the family.
- The certificate referred to in the preceding paragraph shall be valid for a period of
twelve months from the date of issue and shall be renewable. When renewed, its validity
shall begin to run from the date of its renewal. The person concerned shall immediately
notify the competent institution of any change to be made in the certificate. Such change
shall have effect from the date on which the contingency occurred.
- Instead of the certificate referred to in paragraph 1 of this article, the
competent institution may require the person concerned to submit recent civil status
papers for the members of his family who are residing in the territory of a Contracting
Party other than the competent State, if such papers are normally issued by the
authorities of that Contracting Party.
Application of Article 23 of the Convention
Article 26
The provisions of Article 17 of this Agreement shall apply, mutatis mutandis,
in relation to the provision of benefits in kind for unemployed persons and the members of
their family residing in the territory of a Contracting Party other than the competent
State.
Application of Article 24 of the Convention
Article 27
- In order to receive the benefits in kind provided for in Article 24,
paragraph 2, of the Convention in the territory of the Contracting Party in which he
resides, a person receiving a pension, and the members of his family, shall register with
the institution of the place of residence, submitting a certificate stating his
entitlement to benefits in kind for himself and for the members of his family according to
the legislation, or one of the legislations, under which the pension is payable.
- The certificate referred to in the preceding paragraph shall be issued, at the request
of the person concerned, by the institution, or by one of the institutions, by which the
pension is payable or, where appropriate, by the institution competent to decide on
entitlement to benefits in kind, provided that the recipient of the pension satisfies the
conditions for entitlement to such benefits. If the person concerned fails to submit such
a certificate, the institution of the place of residence shall apply for it to the
institution or institutions by which the pension is payable or, where appropriate, to any
other institution empowered to issue such a certificate. Pending receipt of the
certificate the institution of the place of residence may register the person concerned
and the members of his family provisionally upon presentation of supporting documents
which are acceptable to it. Such registration can only be invoked against the institution
responsible for the provision of benefits in kind if this latter institution has issued
the said certificate.
- The institution of the place of residence shall notify the institution which has issued
the certificate referred to in paragraph 1 of this article of any registration made
in accordance with the provisions of that paragraph.
- Any application for benefits in kind shall entitle the institution of the place of
residence to require the person concerned to furnish proof of his continued entitlement to
a pension in the form of a receipt, or the counterfoil of a money order, relating to the
latest pension payment.
- The person concerned or the members of his family shall inform the institution of the
place of residence of any change in their circumstances which might affect their
entitlement to benefits in kind, and in particular of any suspension or suppression of the
pension, and of any change of residence. The institutions concerned shall likewise notify
the institution of the place of residence of any changes of which they become aware.
Article 28
- In order to receive the benefits in kind provided for in Article 24,
paragraph 4, of the Convention in the territory of the Contracting Party in which
they reside, the members of the family of a recipient of a pension shall register with the
institution of their place of residence, submitting the supporting documents normally
required by the legislation which that institution applies for the granting of such
benefits to members of the family of a recipient of a pension, together with a certificate
similar to that referred to in Article 27, paragraph 1, of this Agreement. The
said institution shall notify the institution of the recipient's place of residence of any
registration made in accordance with this paragraph.
- When applying for benefits in kind, the members of the family shall submit to the
institution of their place of residence a certificate that the recipient of the pension is
entitled to benefits in kind for himself and for the members of his family; this
certificate, issued by the institution of the recipient's place of residence, shall remain
valid as long as the institution of the place of residence of the members of the family
has not received notice of its cancellation.
- The institution of the place of residence of the recipient of a pension shall notify to
the institution of the place of residence of the members of the family the suspension or
suppression of the pension and any change in the place of residence of such recipient. The
institution of the place of residence of the members of the family may at any time request
the institution of the place of residence of the recipient of a pension to supply any
information relating to the latter's entitlement to benefit.
- The members of the family shall inform the institution of their place of residence of
any change in their circumstances which might affect their entitlement to benefits in
kind, and in particular of any change of residence.
Article 29
- In order to receive the benefits in kind provided for in Article 24,
paragraph 6, of the Convention, the recipient of a pension shall submit to the
institution of his place of temporary residence a certificate that he is entitled to such
benefits. This certificate, issued by the institution of his place of residence before he
leaves the territory of the Contracting Party in which he resides, shall indicate the
maximum period, if any, during which benefits in kind may be provided under the
legislation of this Contracting Party. If he does not submit such a certificate, the
institution of the place of temporary residence shall apply for it to the institution of
the place of residence.
- The provisions of Article 17, paragraph 6, of this Agreement shall apply, mutatis
mutandis. In this case, the institution of the recipient's place of residence shall be
regarded as the competent institution.
- The previous paragraphs of this article shall apply, mutatis mutandis, in
relation to the provision of benefits in kind for the members of the family referred to in
Article 24, paragraph 6, of the Convention.
- If the formalities referred to in the preceding paragraphs could not be complied with
during temporary residence of the person concerned in the territory of a Contracting Party
other than the competent State, the provisions of Article 30 shall apply, mutatis
mutandis.
Application of Articles 21 and 24 of the Convention
Article 30
If the formalities referred to in Article 20, paragraphs 1, 2 and 5 and in
Articles 21 and 22 of this Agreement have not been complied with during the temporary
residence in the territory of a Contracting Party other than the competent State, the
relevant medical expenses shall be refunded, at the request of the person concerned, by
the competent institution, in accordance with the scale of reimbursement applied by the
institution of the place of temporary residence. The institution of the place of temporary
residence shall provide the competent institution, on request, with any necessary
information concerning the scale of reimbursement.
Application of Article 25, paragraph 3, of the Convention
Article 31
For the purpose of applying the provisions of Article 25, paragraph 3, of the
Convention, the institution of a Contracting Party from which benefits are due may apply
to the institution of another Contracting Party for information concerning the period for
which the latter has been providing such benefits for the same case of sickness or
maternity.
Chapter 2 - Invalidity, old age and death (pensions)
Application of Articles 27 to 37 of the Convention
Submission and examination of benefit claims
Article 32
- In order to receive the benefits provided for in Articles 28 to 34 of the
Convention, the claimant shall submit a claim to the institution of his place of residence
in the manner prescribed by the legislation which that institution applies. If the
claimant or the deceased person has not been subject to that legislation, the institution
of the place of residence shall transmit the claim to the institution of the Contracting
Party to whose legislation the claimant or the deceased person was last subject,
indicating the date on which the claim was submitted. That date shall then be considered
as the date of submission of the claim to the last-mentioned institution.
- If the claimant resides in the territory of a Contracting Party to whose legislation he
or the deceased person has not been subject, he may submit his claim to the institution of
the Contracting Party to whose legislation he or the deceased person was last subject
Article 33
The submission of the claims referred to in Article 32 of this Agreement shall be
subject to the following rules:
a the claim shall be accompanied by the requisite supporting documents
and shall be submitted on the forms prescribed
i either by the legislation of the Contracting Party in whose
territory the claimant resides, in the case referred to in Article 32,
paragraph 1;
ii or by the legislation of the Contracting Party to which the
claimant or the deceased person was last subject, in the case referred to in
Article 32, paragraph 2;
b the accuracy of the information furnished by the claimant shall be
substantiated by official documents attached to the claim form, or corroborated by the
authorities of the Contracting Party in whose territory he resides;
c the claimant shall indicate, as far as possible, either the
invalidity, old age, or death (pensions) insurance institution or institutions of each of
the Contracting Parties to whose legislation he or the deceased has or had been subject,
or the employer or employers by whom he or the deceased has or had been employed in the
territory of any Contracting Party, and submit any certificates of employment that may be
in his possession.
Article 34
In order to benefit from the provisions of Article 30, paragraph 3, of the
Convention, the claimant shall submit a certificate regarding the members of his family
who are residing in the territory of a Contracting Party other than that where the
institution which pays the benefit is situated. This certificate shall be issued either by
the institution, competent in relation to sickness, of the place of residence of the
members of the family or by any other institution designated by the competent authority of
the Contracting Party in whose territory the said members of the family reside. The
provisions of Article 25, paragraphs 2 and 3, of this Agreement shall apply, mutatis
mutandis.
Article 35
In determining the degree of invalidity, the institution of a Contracting Party shall
take account of all the medical and administrative information assembled by the
institutions of any other Contracting Party. However, each institution shall retain the
right to have the claimant examined by a doctor of its choice at its own expense.
Article 36
- Claims shall be examined by the institution to which they have been submitted or to
which they have been transmitted, as the case may be, as provided for in Article 32
of this Agreement. This institution shall be known as "the examining
institution".
- The examining institution shall immediately advise all the institutions concerned so
that the claims may be examined by them simultaneously and without delay.
Article 37
- In examining claims, the examining institution shall use a form setting out details of,
and the total of, the periods of insurance or residence completed by the person concerned
or by the deceased person under the legislation of all the Contracting Parties concerned.
- The transmission of this form to the institution of any other Contracting Party shall
take the place of the transmission of supporting documents.
Article 38
- The examining institution shall enter, on the form referred to in Article 37,
paragraph 1, of this Agreement, the periods of insurance or residence completed under
its own legislation, and shall return a copy of the form to the invalidity, old age or
death (pensions) insurance institution of each Contracting Party to whose legislation the
person concerned or the deceased person has or had been subject, attaching any employment
certificates produced by the claimant.
- If only one other institution is involved, that institution shall complete the form sent
to it in accordance with the provisions of the preceding paragraphs, indicating the
periods of insurance or residence completed under the legislation it applies. It shall
then determine entitlement under that legislation, having regard to the provisions of
Article 28 of the Convention, and shall state on the form the theoretical and the
actual amounts of the benefit, calculated in accordance with the provisions of
paragraphs 2, 3, 4 or 5 of Article 29 of the Convention as well as, where
appropriate, the amount of any benefit which could be claimed, without applying the
provisions of Articles 28 to 33 of the Convention, solely for the periods completed
under the legislation it applies. The form, which should also contain information
concerning appeals procedure including time-limits, shall then be returned to the
examining institution.
- If there are two or more other institutions involved, each institution shall complete
the form submitted to it in accordance with the provisions of paragraph 1 of this
article, indicating the periods of insurance or residence completed under the legislation
it applies, and return the form to the examining institution. That institution shall send
the completed form to the other institutions involved, each of which shall determine
entitlement under the legislation it applies in accordance with the provisions of
Article 28 of the Convention and indicate on the form the theoretical and actual
amounts of any benefit calculated in accordance with the provisions of paragraphs 2,
3, 4 or 5 of Article 29 of the Convention as well as, where appropriate, the amount
of any benefit which could be claimed, without applying the provisions of Articles 28
to 33 of the Convention, solely for the periods completed under the legislation it
applies. The form, which should also contain information concerning appeals procedure,
including time-limits, shall then be returned to the examining institution.
- When the examining institution has received all the information referred to in
paragraphs 2 or 3 of this article, it shall determine entitlement under the
legislation it applies, having regard to the provisions of Article 28 of the
Convention, and shall calculate the theoretical and actual amounts of the benefit, in
accordance with the provisions of paragraphs 2, 3, 4 or 5 of Article 29 of the
Convention as well as, where appropriate, the amount of any benefit which could be claimed
without applying the provisions of Articles 28 to 33 of the Convention, solely for
the periods completed under the legislation it applies.
- Should the examining institution, upon receiving the information referred to in
paragraphs 2 or 3 of this article, find it is necessary to apply the provisions of
Article 31, paragraphs 2 or 3, Article 32, paragraphs 2, 4 or 5,
Article 34, paragraph 1, of the Convention, it shall so inform the other
institutions concerned.
Article 39
- If the examining institution finds that the claimant is entitled to benefit under the
legislation it applies, without reference to the periods of insurance or residence
completed under the legislation of the other Contracting Parties to which the person
concerned or the deceased person was subject, it shall make an immediate payment of this
benefit on a provisional basis.
- Each institution which, in accordance with the provisions of Article 29,
paragraph 5, of the Convention, may calculate directly the benefit or partial benefit
due to the claimant, shall pay him such benefit immediately. If an institution other than
the examining institution pays benefit directly to the claimant, it shall immediately
inform the examining institution accordingly and retain any arrears due having regard to
the application of the provisions of paragraph 7 of this article, in favour of any
institution which may have paid in excess of the amount due.
- Where the examining institution pays benefit under paragraph 1 of this article, it
shall deduct from the amount of such benefit the amount of benefit paid by any other
institution in accordance with the preceding paragraph, as soon as it knows the amount in
question.
- If, while a claim is being examined, an institution other than the examining institution
finds that the claimant is entitled to benefit in accordance with the legislation it
applies without needing to take account of periods of insurance or residence completed
under the legislation of the other Contracting Parties to which the person concerned or
the deceased person was subject, it shall at once advise the examining institution, which
shall immediately make a provisional payment of such benefit on behalf of the first
institution, without prejudice, however, to the provisions of paragraphs 2 and 3 of
this article.
- Where the examining institution is required to pay benefit under paragraphs 1 and 4
of this article, it shall pay only the highest rate of benefit, without prejudice,
however, to the provisions of paragraphs 2 and 3 of this article.
- Where the examining institution does not pay benefit under paragraphs 1, 2 or 4 of
this article, and in cases where there might be delay, it shall make the person concerned
a recoverable advance determined in accordance with the provisions of Article 29,
paragraphs 1 to 4, of the Convention.
- When the final settlement of the benefit claim is in process, the examining institution
and the other institutions concerned shall adjust their accounts as regards the amount of
any provisional benefit paid or the advances made in accordance with the provisions of
paragraphs 1, 3, 4, 5 and 6 of this article. Sums overpaid by the said institutions
may be deducted from the amount of benefits they are required to pay to the person
concerned.
Article 40
- In the case referred to in Article 34, paragraph 2, of the Convention, the
examining institution shall calculate the final amount of the supplement which each
institution concerned has to pay and advise them accordingly.
- For the purpose of applying the provisions of Article 34 of the Convention, amounts
expressed in different national currencies shall be converted at the official rate of
exchange prevailing on the first day of the month in which the final payment of the
benefit due is made.
Article 41
For the purpose of applying the provisions of Article 33, paragraphs 2 and 3,
of the Convention, the provisions of Articles 38 and 40 of this Agreement shall
apply, mutatis mutandis.
Article 42
- Each of the institutions concerned shall advise the claimant of the decision regarding
his claim for benefit as soon as that decision can be taken as final after consultation
with the examining institution. Each institution shall at the same time advise the
examining institution. Every decision shall indicate that it relates only to part of the
total benefit that may be due, and shall also contain information concerning appeals
procedure, including time-limits, prescribed by the legislation concerned.
- After the benefit claim has been finally settled, the examining institution shall send
the claimant a copy of all decisions taken by the institutions concerned.
Article 43
In order to expedite the settlement of benefit claims, the following rules shall be
observed:
a where a person, formerly subject to the legislation of one or more
Contracting Parties, is subject to the legislation of another Contracting Party, the
competent institution of the latter Party shall apply to the liaison body of the other
Contracting Party or Parties for all relevant information, particularly regarding the
institutions to which the person concerned was affiliated, and for his registration
numbers if any;
b at the request of the person concerned or of the institution to
which he is affiliated, the institutions concerned shall begin, to the extent possible, to
reconstitute his case-history as from one year prior to the date on which he will reach
pensionable age.
Administrative and medical supervision
Article 44
- If a recipient of:
a an invalidity benefit;
b an old-age benefit awarded on grounds of incapacity for work;
c an old-age benefit awarded to an unemployed person;
d an old-age benefit awarded on retirement from gainful employment,
e a survivors' benefit awarded on grounds of invalidity or incapacity
for work,
f a benefit awarded subject to a means test,
temporarily resides, or resides, in the territory of a Contracting Party other than the
competent State, administrative and medical supervision shall be exercised at the request
of the competent institution by the institution of the place of temporary residence or
residence, in accordance with the rules laid down by the legislation which the latter
institution applies. However, the competent institution may have the recipient examined by
a doctor of its choice at its own expense.
- If the supervision referred to in the preceding paragraph reveals that a person
receiving benefit is employed or has means in excess of the prescribed limit, the
institution of the place of temporary residence or residence shall report to the competent
institution which requested the supervision. The report shall contain the information
requested and shall state in particular the nature of the employment, the amount of the
earnings or other income received by the beneficiary during the last full quarter and the
normal remuneration paid in the same area to a worker in the occupational category to
which the person concerned belonged in the occupation he followed before he became an
invalid, over a reference period to be specified by the competent institution. Where
applicable, a medical opinion as to the state of health of the person concerned shall also
be given.
Article 45
If, after suspension of the benefit he had been receiving, a person requalifies for
benefit while residing in the territory of a Contracting Party other than the competent
State, the institutions concerned shall exchange all the information necessary to enable
payment of benefit to be resumed.
Payment of benefits
Article 46
- Where the competent institution of a Contracting Party does not pay benefit directly to
a beneficiary residing in the territory of another Contracting Party, such benefit shall
be paid at the competent institution's request by the liaison body of the latter Party or
by the institution of the place of residence, in accordance with the procedure laid down
in Articles 47 to 51 of this Agreement. Where the competent institution pays benefit
directly to such beneficiaries it shall so notify the institution of the place of
residence.
- The provisions of earlier agreements relating to the payment of benefit, which are
applicable on the day preceding the entry into force of this Agreement, shall continue to
apply provided that they are listed in Annex 5
Article 47
The institution responsible for paying benefit shall forward to the liaison body of the
Contracting Party in whose territory the beneficiary resides, or to the institution of the
place of residence - hereinafter called the "paying agency" - a statement in
duplicate setting out the benefit due; this statement must reach the said agency at least
twenty days before the date on which the benefit is payable.
Article 48
- Ten days before the date on which the benefit is payable, the institution responsible
for payment shall remit, in the currency of the Contracting Party in whose territory it is
situated, the amount of the benefit due as shown on the statement referred to in
Article 47 above. Payment shall be made through the national bank or through another
bank of that Contracting Party to the account opened in the name of the national bank or
in the name of another bank of the Contracting Party in the territory in which the paying
agency is situated, to the latter's order. Such payment shall discharge liability. The
institution responsible for payment shall at the same time notify the paying agency of the
payment.
- The bank to which the amount has been transferred shall credit the paying agency with
the equivalent amount in the currency of the Contracting Party in whose territory that
agency is situated.
- The names and addresses of the banks referred to in paragraph 1 of this article
shall be listed in Annex 6.
Article 49
- The benefit due, as shown in the statement referred to in Article 47 of this
Agreement, shall be paid to the beneficiary by the paying agency on behalf of the
competent institution in accordance with the procedure prescribed by the legislation which
the paying agency applies.
- The sum payable to the beneficiary shall be converted into the currency of the
Contracting Party in whose territory he resides, at the rate of exchange at which, in
accordance with the provisions of Article 48 of this Agreement, it was credited to
the paying agency.
- If the paying agency, or any other agency it may designate, becomes aware of any matter
justifying the suspension or suppression of benefit, it shall immediately cease payment.
This shall also be done when the beneficiary transfers his residence to the territory of a
Contracting Party other than that in which the paying agency is situated.
- The paying agency shall advise the institution responsible for payment of any reason for
non-payment and inform it of the date of any event justifying such action.
Article 50
- The payments referred to in Article 49, paragraph 1, of this Agreement shall
be examined at the end of each payment period in order to determine the amounts actually
paid to the beneficiaries or their legal or appointed representatives and the amounts
outstanding.
- The total amount of the actual payments, expressed in figures and in words in the
currency of the Contracting Party in whose territory the institution responsible for
payment is situated, shall be stated as agreeing with the payments effected by the paying
agency and this statement shall be counter-signed by the latter's representative.
- The paying agency shall vouch for the fact that the payments shown are in order.
- Any difference between the amounts paid by the responsible institution, as expressed in
the currency of the Contracting Party on whose territory it is situated, and the value,
expressed in the same currency, of payments vouched for by the paying agency, shall be
entered against subsequent sums due to be paid by the said responsible institution.
Article 51
Costs incurred in paying benefit, such as postal and banking charges, may be recovered
from the beneficiary by the paying agency in accordance with the legislation which it
applies.
Article 52
When the recipient of benefit payable under the legislation of one or more Contracting
Parties transfers his residence from the territory of one Contracting Party to that of
another Contracting Party, he shall notify the competent institution or institutions
responsible for the payment of such benefit and also, where appropriate, the paying
agency.
Chapter 3 - Occupational injuries and diseases
General provisions
Application of Article 38 of the Convention
Article 53
- In order to receive the benefits in kind provided for in Article 38,
paragraph 1, sub-paragraph a, of the Convention, the worker shall submit to the
institution of his place of residence a certificate that he is entitled to such benefits.
This certificate shall be issued by the competent institution on the basis of information
supplied, where appropriate, by the employer. In addition, where the legislation of the
competent State so provides, the worker shall submit to the institution of his place of
residence an acknowledgement of the notification of his occupational injury or disease. If
he fails to submit these documents, the institution of the place of residence shall apply
for them to the competent institution and, meanwhile, shall provide the benefits in kind
available in case of sickness if the worker concerned is entitled to such benefits.
- The certificate referred to in the preceding paragraph shall be valid until such time as
the institution of the place of residence receives notice of its cancellation.
- In the case of seasonal workers, the certificate referred to in paragraph 1 of this
article shall remain valid for the expected duration of the seasonal work, unless in the
meantime the competent institution notifies the institution of the place of residence of
its cancellation.
- For any claim for benefits in kind, the worker shall submit the supporting documents
normally required for the provision of benefits in kind under the legislation of the
Contracting Party in whose territory he resides.
- In the event of hospitalisation, the institution of the place of residence shall notify
the competent institution, as soon as this information is available, of the date of entry,
the probable duration of hospitalisation and the date of discharge.
- The worker shall advise the institution of his place of residence of any change in his
circumstances which might affect his entitlement to benefits in kind, in particular of any
cessation or change of employment or occupational activity, or any change in his residence
or temporary residence. The competent institution shall likewise inform the institution of
the place of residence when a worker's entitlement to benefit ceases. The institution of
the place of residence may at any time request the competent institution to supply any
information relating to the worker's entitlement to benefit.
- In the case of frontier workers, any medicines, bandages, spectacles, minor appliances,
laboratory analyses and examinations shall only be provided or carried out in the
territory of the Contracting Party in which they have been prescribed, and in accordance
with the provisions of the legislation of that Party.
Article 54
- In order to receive the cash benefits other than pensions provided for in
Article 38, paragraph 1, sub-paragraph b, of the Convention, the worker
shall apply to the institution of his place of residence within three days of becoming
incapable of work, and submit a certificate to the effect that he has ceased to work or,
if the legislation applied by the competent institution or by the institution of the place
of residence so requires, a certificate of incapacity for work issued by the doctor
attending him. He shall also submit any other documents required by the legislation of the
competent State, according to the type of benefit claimed.
- If doctors in the country of residence do not issue certificates of incapacity for work,
the worker shall apply directly to the institution of the place of residence, within the
time-limit set by the legislation it applies. That institution shall at once seek medical
confirmation of incapacity for work and issue the certificate referred to in the preceding
paragraph.
- The institution of the place of residence shall immediately transmit to the competent
institution the documents referred to in the preceding paragraphs of this article,
indicating at the same time the probable duration of incapacity for work.
- As soon as possible, the institution of the place of residence shall undertake a medical
examination of the worker and make the necessary administrative enquiries regarding his
case, as if the said worker were insured by it, and shall notify the competent institution
without delay of the findings. The competent institution may, if it so desires, have the
worker concerned examined by a doctor of its choice at its own expense. Where this
institution decides to refuse benefit on the grounds that the worker has failed to comply
with the rules relating to the investigation of his case, it shall notify him of this
decision, and at the same time send a copy of the decision to the institution of the place
of residence.
- Termination of incapacity for work shall be notified without delay to the worker by the
institution of the place of residence, which shall at the same time notify the competent
institution. When this latter institution itself decides that the worker is again capable
of work, it shall notify him of its decision and at the same time send a copy of the
decision to the institution of the place of residence.
- Where, in the same case, two different dates are set by the institution of the place of
residence and by the competent institution for the termination of incapacity for work, the
date set by the competent institution shall apply.
- When the worker resumes work, he shall notify the competent institution, if so required
by the legislation which that institution applies.
- The competent institution shall pay cash benefits by any appropriate means, for example
by international money order, and shall advise the institution of the place of residence
of such payments. Where benefit is paid by the institution of the place of residence on
behalf of the competent institution, the competent institution shall inform the worker of
his entitlement in the manner prescribed by the legislation which it applies, and shall
also advise him of the institution charged with paying the benefits. It shall at the same
time inform the institution of the place of residence of the amount of benefit payable,
the dates of payment and the maximum period for which it is payable under the legislation
of the competent State. The amount of benefit payable by the institution of the place of
residence shall be converted at the official rate of exchange prevailing on the first day
of the month in which benefit is paid.
Application of Article 40 of the Convention
Article 55
- In order to receive benefits in kind, the worker referred to in Article 15,
paragraph 1, sub-paragraph a. i, or paragraph 2, sub-paragraph a,
of the Convention shall submit to the institution of his place of temporary residence the
certificate prescribed in Article 12, paragraph 1, of this Agreement. When he
has submitted this certificate, he shall be presumed to have satisfied the conditions for
entitlement to benefits in kind.
- In order to receive benefits in kind, the worker referred to in Article 15,
paragraph 1, sub-paragraph b. i of the Convention, employed in the
territory of a Contracting Party other than the competent State, shall submit as promptly
as possible to the institution of the place of temporary residence a statement issued by
the employer or his agent within the two preceding calendar months. This statement shall
indicate the date on which he began to work for that employer, and the name and address of
the competent institution. When he has produced the above-mentioned statement he shall be
presumed to have satisfied the conditions for entitlement to benefits in kind. If he is
unable to apply to the institution of the place of temporary residence before commencing
medical treatment, he shall nevertheless receive such treatment on presentation of the
said statement, as if he were insured with that institution.
- The institution of the place of temporary residence shall apply without delay to the
competent institution to ascertain whether the worker referred to in paragraph 1 or 2
of this article, as the case may be, satisfies the conditions for entitlement to benefits
in kind. The institution of the place of temporary residence shall provide the said
benefits until a reply has been received from the competent institution, but for not
longer than thirty days.
- The competent institution shall reply to the institution of the place of temporary
residence within ten days of receiving that institution's enquiry. If the reply is in the
affirmative, the competent institution shall indicate the maximum period, if any, during
which the benefits in kind may be provided under the legislation which it applies, and the
institution of the place of temporary residence shall continue to provide the said
benefits.
- Instead of the certificate or statement referred to respectively in paragraphs 1
and 2 of this article, the worker may submit to the institution of the place of temporary
residence the certificate referred to in Article 56, paragraph 1, of this
Agreement. In that case, the provisions of the preceding paragraphs of this article shall
not apply.
- The provisions of Article 53, paragraph 5, of this Agreement shall apply, mutatis
mutandis.
Article 56
- In order to receive the benefits in kind provided for in Article 40,
paragraph 1, sub-paragraph a. i, of the Convention, except in cases where
the presumption in Article 55, paragraphs 1 and 2, of this Agreement is
operative, the worker shall submit to the institution of his place of temporary residence
a certificate that he is entitled to such benefits. This certificate, issued by the
competent institution at the worker's request before he leaves the territory of the
Contracting Party in which he resides, shall indicate the maximum period, if any, during
which benefits in kind may be provided under the legislation of the competent State. If
the worker does not submit such a certificate, the institution of the place of temporary
residence shall apply for it to the competent institution.
- The provisions of Article 53, paragraph 5, of this Agreement shall apply, mutatis
mutandis.
Article 57
- In order to receive the benefits in kind provided for in Article 40,
paragraph 1, sub-paragraph b, of the Convention, the worker shall submit to the
institution of his place of residence a certificate that he is authorised to continue
receiving such benefits. This certificate, issued by the competent institution, shall
indicate the maximum period, if any, during which such benefits may continue to be
provided under the legislation of the competent State. The competent institution shall
send a copy of the certificate to the body designated by the competent authority of the
Contracting Party to whose territory the worker concerned has returned or transferred his
residence. The certificate may be issued after the worker's departure, at his request,
when, for reasons outside his control, it could not have been prepared earlier.
- The provisions of Article 53, paragraph 5, of this Agreement shall apply, mutatis
mutandis.
- The provisions of the preceding paragraphs of this article shall apply, mutatis
mutandis, in the case covered by Article 40, paragraph 1,
sub-paragraph c. i of the Convention.
Article 58
- In order to receive cash benefits other than pensions provided for in Article 40,
paragraph 1, sub-paragraph a. ii, of the Convention, the worker shall apply
to the institution of his place of temporary residence within three days of becoming
incapable of work, and submit a certificate of incapacity for work issued by the doctor
attending him, if so required by the legislation applied by the competent institution or
by the institution of the place of temporary residence. He shall also indicate his address
in the country of temporary residence and the name and address of the competent
institution.
- If doctors in the country of temporary residence do not issue certificates of incapacity
for work, the provisions of Article 54, paragraph 2, of this Agreement shall
apply, mutatis mutandis.
- The institution of the place of temporary residence shall without delay transmit to the
competent institution the documents referred to in the preceding paragraphs of this
article indicating in particular the probable duration of incapacity for work.
- Workers other than those referred to in Article 15, paragraph 1,
sub-paragraph a.i, or paragraph 2, sub-paragraph a, of the Convention,
whose state of health is found by medical examination to be such as not to prevent them
from returning to the territory of the Contracting Party where they reside shall
immediately be notified to this effect by the institution of the place of temporary
residence, which shall also send a copy of the notification to the competent institution.
- In addition, the provisions of Article 54, paragraphs 4 to 8, of this
Agreement shall apply, mutatis mutandis.
Application of Articles 38 to 40 of the Convention
Article 59
- If an occupational injury or disease should occur in the territory of a Contracting
Party other than the competent State, it should be declared in accordance with the
provisions of the legislation of the competent State, without prejudice to any existing
legal provisions in the territory of the Contracting Party where the injury or disease
occurred, the application of which is mandatory in the case. This declaration shall be
sent to the competent institution and, if necessary, a copy to the institution of the
place of residence.
- The institution of the Contracting Party in whose territory the occupational injury or
disease occurred shall send in duplicate to the competent institution the medical
certificates issued in that territory and, at the request of the latter institution, all
relevant information.
- The certificate indicating that the victim of the injury or disease has fully recovered
or that his condition has stabilised must where appropriate give a detailed description of
his condition and contain information on the final consequences of the occupational injury
or disease. Any costs incurred shall be met by the institution of the place of residence
or by the institution of the place of temporary residence, as the case may be, at the rate
applied by that institution and at the expense of the competent institution.
- The competent institution shall notify the institution of the place of residence or the
institution of the place of temporary residence, as the case may be, of the date of
recovery of the worker or of the stabilisation of his condition and also, if relevant, of
any decision regarding an award of a pension.
Article 60
- If, in a case covered by Article 38, paragraph 1, or Article 40,
paragraph 1, of the Convention, the institution concerned questions whether the
legislation relating to occupational injuries or diseases is applicable, it shall
immediately inform the institution of the place of residence or the institution of the
place of temporary residence which has provided benefits in kind. These benefits shall be
regarded as benefits relating to sickness and shall continue to be so provided if the
worker concerned is entitled to such benefits.
- When a final decision on the question has been reached, the institution concerned shall
immediately notify the institution of the place of residence or the institution of the
place of temporary residence which has provided the benefit in kind. If an occupational
injury or disease is not involved, that institution shall continue to provide the benefits
in kind as in the case of sickness, if the worker concerned is entitled to such benefits.
On the other hand, if it is an occupational accident or disease, any benefits the worker
has received as if for sickness shall be regarded as benefits relating to an occupational
injury or disease.
Application of Article 43, paragraph 4, of the Convention
Article 61
- To enable the degree of incapacity to be assessed, for the purposes of Article 43,
paragraph 4, of the Convention, the worker shall provide the competent institution of
the Contracting Party to whose legislation he was subject when the occupational injury or
disease occurred with full information concerning any previous occupational injuries or
diseases he suffered while subject to the legislation of any other Contracting Party,
whatever the degree of incapacity caused by such previous occupational injuries or
diseases.
- The competent institution may apply to any other institution previously competent for
whatever information it considers necessary.
Application of Article 44, paragraph 2, of the Convention
Article 62
For the application of the provisions of Article 44, paragraph 2, of the
Convention, the institution of any Contracting Party required to provide benefits may, as
necessary, ask the institution of any other Contracting Party for information regarding
the length of time for which the latter institution has already provided benefit for the
same occupational injury or disease.
Application of Article 45, paragraph 3, of the Convention
Article 63
In order to benefit from the provisions of Article 45, paragraph 3, of the
Convention, the claimant shall submit to the competent institution a certificate regarding
members of his family residing in the territory of a Contracting Party other than the
competent State. This certificate shall be issued either by the institution of the place
of residence of these members of the family which is competent in relation to sickness or
by any other institution designated by the competent authority of the Contracting Party in
whose territory these members of the family reside. In addition, the provisions of
Article 25, paragraphs 2 and 3, of this Agreement shall apply, mutatis
mutandis.
Application of Article 46 of the Convention
Article 64
- In the case covered by Article 46, paragraph 1, of the Convention, the
declaration notifying an occupational disease shall be sent either to the institution,
competent in respect of occupational disease, of the Contracting Party under whose
legislation the worker was last engaged in an occupation liable to cause the disease under
consideration, or to the institution of the place of residence, which shall transmit the
declaration to the first-mentioned institution.
- If the institution receiving the declaration considers that an occupation liable to
cause the disease in question was last followed under the legislation of another
Contracting Party, it shall transmit the declaration and the accompanying documents to the
corresponding institution of that Party and inform at the same time the person concerned.
- If the institution of the Contracting Party under whose legislation the worker was last
engaged in an occupation liable to cause the disease in question finds that he or his
survivors fail to satisfy the conditions of that legislation, taking into account the
provisions of Article 46, paragraphs 2, 3 and 4, of the Convention, the
institution in question: a shall immediately send to the institution of
the Contracting Party under whose legislation the worker was previously engaged in an
occupation liable to cause the disease in question the declaration and all accompanying
documents, including the findings and reports of medical examinations carried out by the
former institution, together with a copy of the decision referred to in the following
sub-paragraph; b shall, at the same time, inform the person concerned of
its decision, stating the grounds on which benefit is refused, the procedure and
time-limits for appeal, and the date on which the records of the case were transmitted to
the institution referred to in the preceding sub-paragraph.
- If necessary the case shall be referred back, following the same procedure, to the
corresponding institution of the Contracting Party under whose legislation the worker was
first engaged in an occupation liable to cause the disease in question.
Article 65
- If an appeal is made against rejection of a claim by the institution of one of the
Contracting Parties under whose legislation the worker was engaged in an occupation liable
to cause the disease under consideration, that institution shall inform the institution to
which the declaration, if any, was transmitted, in accordance with the procedure
prescribed in Article 64, paragraph 3, of this Agreement, and subsequently
inform it of the final decision taken.
- Where entitlement to benefit is established under the legislation applied by the
institution to which the declaration was transmitted in accordance with the procedure
prescribed in Article 64, paragraph 3, of this Agreement, account being taken of
the provisions of Article 46, paragraphs 2, 3 and 4, of the Convention, that
institution shall make advance payments to the person concerned, the amounts being
determined in consultation with the institution against whose decision the appeal was
lodged. If, following the appeal, the latter institution is obliged to provide benefits,
it shall refund to the former institution the advance payments made, deducting an
equivalent amount from the benefit payable to the person concerned.
Application of Article 47 of the Convention
Article 66
In the case referred to in Article 47 of the Convention, the worker shall provide
the institution of the Contracting Party from which he claims benefit with full
information on any benefits previously received by him in respect of the occupational
disease in question and on any occupations he has followed since the award of these
benefits. That institution may request such information as it considers necessary from any
other previously competent institution.
Submission and examination of claims for pensions
Article 67
- If a pension or allowance to supplement a pension awarded under the legislation of one
Contracting Party is claimed by a worker or his survivors residing in the territory of
another Contracting Party, the claim shall be submitted either to the competent
institution or to the institution of the place of residence which shall then transmit it
to the competent institution. The claim must comply with the following rules:
a it must be accompanied by the requisite supporting documents and
shall be submitted on the forms prescribed by the legislation of the competent State;
b the accuracy of the information supplied by the claimant must be
substantiated by official documents attached to the claim form or corroborated by the
competent authorities of the Contracting Party in whose territory he resides.
- The competent institution shall convey its decision directly to the claimant or through
the liaison body of the competent State; it shall send a copy of the decision to the
liaison body of the Contracting Party in whose territory the claimant resides.
Administrative and medical supervision
Article 68
If the recipient of a pension temporarily resides or resides in the territory of a
Contracting Party other than the competent State, administrative and medical supervision
and also such medical examinations as are necessary for the revision of pensions shall be
carried out at the request of the competent institution by the institution of the place of
temporary residence or residence in accordance with the rules laid down in the legislation
which the latter institution applies. However, the competent institution may have the
recipient examined by a doctor of its choice at its own expense.
Payment of pensions
Article 69
Pensions payable by the institution of a Contracting Party to claimants residing in the
territory of another Contracting Party shall be paid in accordance with the provisions of
Articles 46 to 51 of this Agreement.
Chapter
4 - Death (grants)
Application of Articles 49 and 50 of the Convention
Article 70
Where a person residing in the territory of one Contracting Party claims a death grant
under the legislation of another Contracting Party, he shall submit his claim either to
the competent institution, or to the institution of the place of residence, together with
the supporting documents required under the legislation applied by the competent
institution. The accuracy of the information supplied by the claimant shall be
substantiated by official documents attached to the claim form or corroborated by the
competent authorities of the Contracting Party in whose territory he resides.
Article 71
- In order to benefit from the provisions of Article 49 of the Convention, the person
concerned shall submit to the competent institution a certificate setting out the periods
of insurance or of residence completed by the person in respect of whom the death grant is
payable under the legislation of the Contracting Party to which he was last subject.
- The certificate referred to in the preceding paragraph shall be issued, at the request
of the person concerned, by the institution competent in relation to sickness or old age,
as the case may be, of the Contracting Party to whose legislation the person in respect of
whom the death grant is payable was last subject. If the person concerned does not submit
this certificate, the competent institution shall apply to the latter institution for it.
- Where it is necessary to take into account periods of insurance or of residence
completed previously under the legislation of any other Contracting Party in order to
satisfy the conditions prescribed by the legislation of the competent State, the
provisions of the preceding paragraphs of this article shall apply, mutatis mutandis.
Chapter
5 - Unemployment
Application of Article 51 of the Convention
Article 72
- In order to benefit from the provisions of Article 51, paragraph 1 or 2, of
the Convention, the person concerned shall submit to the competent institution a
certificate setting out the periods of insurance, employment or other occupational
activity, completed under the legislation of the Contracting Party to which he was
previously last subject, and he shall supply any additional information required under the
legislation applied by that institution.
- The certificate referred to in the preceding paragraph shall be issued, at the request
of the person concerned, either by the institution, competent in relation to unemployment,
of the Contracting Party to whose legislation he was previously last subject, or by
another institution designated by the competent authority of that Party. If the person
concerned does not submit such a certificate, the competent institution shall apply for it
to one of these institutions, unless the institution competent in relation to sickness can
send a copy of the certificate provided for in Article 16, paragraph 1, of this
Agreement.
- Where it is necessary to take into account periods of insurance, employment or other
occupational activity previously completed under the legislation of any other Contracting
Party in order to satisfy the conditions prescribed by the legislation of the competent
State, the provisions of the preceding paragraphs of this article shall apply, mutatis
mutandis.
Application of Article 52 of the Convention
Article 73
- In order to benefit from the provisions of Article 52 of the Convention, the person
concerned shall submit to the institution of his new place of residence a certificate that
he satisfies the conditions prescribed by the legislation of the competent State for
entitlement to benefits in respect of the completion of periods of insurance, employment,
occupational activity or residence, and he shall supply any additional information
required by the legislation applied by that institution.
- The certificate referred to in the preceding paragraph shall be issued by the competent
institution, at the request of the person concerned, before he changes his place of
residence. That institution shall send a copy of it to the institution designated by the
competent authority of the Contracting Party to whose territory the person concerned is
transferring his residence. If the person concerned does not submit this certificate or if
the institution of the new place of residence has not received a copy, that institution
shall apply for it to the competent institution.
Application of Article 53 of the Convention
Article 74
- In the cases covered by Article 53, paragraph 1,
sub-paragraphs a. ii and b. ii, of the Convention, the institution of the
place of residence shall be regarded as the competent institution for applying the
provisions of Article 72 of this Agreement.
- In the case covered by Article 53, paragraph 1,
sub-paragraph b. iii, of the Convention, the provisions of Article 73 of
this Agreement shall apply, mutatis mutandis.
- For the application of the provisions of Article 53, paragraph 2, of the
Convention, the institution of the place of residence shall apply to the competent
institution for all necessary information regarding the rights of the person concerned in
relation to that institution.
Application of Article 54 of the Convention
Article 75
For the application of the provisions of Article 54 of the Convention, the
competent institution shall, where appropriate, indicate in the certificate mentioned in
Article 73, paragraph 1, of this Agreement the length of time for which it has
paid benefit since entitlement to such benefit was last established.
Application of Article 55 of the Convention
Article 76
For the purpose of calculating benefits to be paid by an institution referred to in
Article 55, paragraph 1, of the Convention in cases where the person concerned
was not last employed for at least four weeks in the territory of the Contracting Party in
which that institution is situated, he shall submit to it a statement of the nature of his
last employment for at least four weeks in the territory of another Contracting Party, and
indicate in what branch of the economy he was employed. If the worker does not submit such
a statement, the institution in question shall apply for it either to the institution
competent in relation to unemployment of that Party, or to any other institution
designated by the competent authority of that Party.
Article 77
In order to benefit from the provisions of Article 55, paragraph 2, of the
Convention, the person concerned shall submit to the competent institution a certificate
regarding the members of his family residing in the territory of a Contracting Party other
than the competent State. That certificate shall be issued either by the institution of
the place of residence of such members of the family, which is competent in relation to
sickness, or by any other institution designated by the competent authority of the
Contracting Party in whose territory those members of the family reside. In addition, the
provisions of paragraphs 2 and 3 of Article 25 of this Agreement shall apply, mutatis
mutandis.
Chapter
6 - Family benefits
Application of Article 57 of the Convention
Article 78
- In order to benefit from the provisions of Article 57 of the Convention, the person
concerned shall submit to the competent institution a certificate setting out the periods
of employment, other occupational activity or residence completed under the legislation of
the Contracting Party to which he was previously last subject, and he shall supply any
additional information required under the legislation applied by that institution.
- The certificate referred to in the preceding paragraph shall be issued, at the request
of the person concerned, either by the institution competent in relation to family
benefits of the Contracting Party to whose legislation he was previously last subject or
by any other institution designated by the competent authority of that party. If the
person concerned does not submit such a certificate, the competent institution shall apply
for it to one of these institutions, unless the institution competent in relation to
sickness can send a copy of the certificate provided for in Article 16,
paragraph 1, of this Agreement.
- Where it is necessary to take into account periods of employment, other occupational
activity or residence previously completed under the legislation of any other Contracting
Party in order to satisfy the conditions prescribed by the legislation of the competent
State, the provisions of the preceding paragraphs of this article shall apply, mutatis
mutandis.
Application of Articles 59 and 60 of the Convention
Article 79
- In order to benefit from the provisions of Article 59 of the Convention, the person
concerned shall apply to the competent institution, if necessary through his employer.
- When Article 59, paragraph 3, of the Convention is to be applied, the
competent institution, in order to make the comparison provided for in paragraph 4 of
that article, shall obtain information through the competent authority to which it is
responsible regarding the amount of family allowances payable under the legislation of the
Contracting Party in which the children reside or are being brought up. That authority
shall apply at the end of each quarter to the competent authority of the Contracting Party
in question for such information. This information shall be based on the legislation
applicable on the 15th day of the last month of the last quarter under consideration, and
shall constitute the valid basis for payment of family allowances relating to the
following quarter.
- In support of his claim, the person concerned shall submit a certificate as to his
family status issued by the competent registration authorities in the territory of the
Contracting Party in which the children reside or are being brought up, if such
certificate is normally issued by the above-mentioned authorities; and if not, by the
institution designated by the competent authority of that Contracting Party. This
certificate shall be renewed annually.
- The person concerned shall also, where appropriate and at the request of the competent
institution, supply information identifying the person to whom family allowances are to be
paid in the territory of the Contracting Party where the children reside or are being
brought up.
- The person concerned shall inform the competent institution, if necessary through his
employer, of any change in the circumstances of his children which might affect their
entitlement to family allowances, and in particular of any change of residence and any
alteration in the number of children in respect of whom family allowances are payable.
- The provisions of paragraphs 1, 3 and 5 of this article shall apply in the case
referred to in Article 59, paragraph 5, of the Convention.
Article 80
- If the person concerned has been employed or has engaged in other occupational activity
or has been resident during any calendar month or quarter in the territory of two
Contracting Parties, the family allowances he may claim under the legislation of each of
these Parties shall correspond to the number of daily allowances payable under the
respective legislations concerned. If one or other of these legislations provides for the
payment of monthly or quarterly allowances, one twenty-sixth part of the total monthly
allowance or one seventy-eighth part of the total quarterly allowance shall be paid for
each day of employment, other occupational activity or residence completed in the
territory of the Contracting Party concerned and for each day assimilated thereto by the
legislation of that Party.
- If the institution of one Contracting Party has paid family allowances for a month or
part of a month, and they should have been paid by the institution of another Contracting
Party, the incorrect payments of allowances shall be adjusted between the two
institutions.
Application of Article 61 of the Convention
Article 81
- In order to receive family benefit in the territory of the Contracting Party in which
they reside, the members of the family referred to in Article 61, paragraph 1,
of the Convention shall register with the institution of their place of residence,
submitting the supporting documents normally required for the award of family benefit
under the legislation applied by that institution and also a certificate stating that the
person concerned satisfies the conditions for entitlement to benefit. This certificate
shall include the following information:
a if the legislation of the competent State does not make entitlement
to benefit conditional upon any employment or other occupational activity, the certificate
shall simply state that the person concerned is subject to the legislation of that State;
b if the legislation of the competent State makes entitlement to
benefit conditional upon the completion of a specified period of employment or other
occupational activity, the certificate shall state that this condition has been satisfied;
c if the legislation of the competent State provides that the duration
of entitlement to benefit shall correspond to the duration of periods of employment or
other occupational activity, the certificate shall state the duration of employment or
other occupational activity completed during the period under consideration.
This certificate shall be issued by the competent institution, at the request of the
person concerned, as soon as he satisfies the prescribed conditions. If the members of the
family do not submit this certificate, the institution of their place of residence shall
apply for it to the competent institution.
- In the case mentioned in sub-paragraphs a and b of the preceding paragraph, the
certificate referred to shall remain valid until the institution of the place of residence
is notified of its cancellation. In the case mentioned in sub-paragraph c, however,
the certificate shall remain valid for three months from the date of issue only, and shall
be renewed ex officio every three months by the competent institution.
- If the person concerned is a seasonal worker, the certificate referred to in
paragraph 1 of this article shall remain valid during the whole expected duration of
the seasonal work, unless the competent institution notifies its cancellation in the
meantime to the institution of the place of residence.
- If the legislation of the Contracting Party in whose territory the members of the family
reside provides for monthly or quarterly payment of benefit, and the legislation of the
competent State provides that the duration of entitlement to benefit shall correspond to
the duration of periods of employment or other occupational activity completed in that
State, benefit shall be provided for a period corresponding to the ratio of that period to
the total length of time prescribed by the legislation of the country of residence of the
members of the family.
- If the legislation of the Contracting Party in whose territory the members of the family
reside provides for the payment of benefit for a number of days corresponding to the
number of days of employment or other occupational activity completed, and the legislation
of the competent State provides that entitlement shall be for a period of a month or a
quarter, benefit shall be paid monthly or quarterly.
- In the cases covered by paragraphs 4 and 5 of this article, if periods of
employment or other occupational activity completed under the legislation of the competent
State are expressed in units other than those used in calculating benefit under the
legislation of the Contracting Party in whose territory the members of the family reside,
they shall be converted as provided in Article 15, paragraph 3, of this
Agreement.
- The competent institution shall immediately inform the institution of the place of
residence of members of the family of the date on which the person concerned ceases to be
entitled to benefit or transfers his residence from the territory of one Contracting Party
to that of another. The institution of the place of residence of the members of the family
may at any time ask the competent institution for all necessary information regarding
entitlement to benefit of the person concerned.
- The members of the family shall inform the institution of their place of residence of
any change in their circumstances which might affect their entitlement to benefit, and in
particular of any change of residence.
Article 82
If members of a family transfer their residence from the territory of one Contracting
Party to that of another during the course of a calendar month or quarter, the family
benefit paid to them under the legislation of each of those Parties shall correspond to
the number of daily benefits payable under the legislations concerned. If either of these
legislations provides for the payment of benefit, monthly or quarterly, benefit shall be
paid proportionately to the duration of residence in the territory of the Party in
question during the month or quarter concerned.
Application of Article 62 of the Convention
Article 83
- In order to receive family benefit in the territory of the Contracting Party in which
they reside, the members of the family referred to in Article 62 of the Convention
shall submit to the institution of their place of residence a certificate stating that the
person concerned receives unemployment benefit under the legislation of another
Contracting Party, and would be entitled to family benefits if he lived with the members
of his family in the territory of the competent State. This certificate shall be issued
either by the institution competent in relation to unemployment in the latter State or by
any other institution designated by the competent authority of that State. If the members
of the family do not submit this certificate, the institution of their place of residence
shall apply for it to the competent institution.
- The provisions of Articles 81 and 82 of this Agreement shall apply, mutatis
mutandis.
Title VI
Miscellaneous
provisions
Article 84
The institution of the place of residence of a person who has received benefits that
were not payable to him, or the institution designated by the competent authority of the
Contracting Party in whose territory that person resides, shall co-operate with the
institution of any other Contracting Party which has paid such benefits, should the latter
institution seek recovery from the person in question.
Article 85
- If, during the assessment or the revision of invalidity, old-age, or death (pensions)
benefits under the provisions of Chapter 2 of Title III of the Convention, the institution
of a Contracting Party has paid to a beneficiary a sum in excess of his entitlement, it
may request the institution of any other Contracting Party responsible for the payment of
corresponding benefits to that person to deduct the amount overpaid from any arrears
payable to him. The latter institution shall transfer the amount so withheld to the
creditor institution. If recovery cannot be made in this way, the provisions of the
following paragraph shall apply.
- If the institution of a Contracting Party has paid to a beneficiary a sum in excess of
his entitlement, that institution may, under the conditions and to the extent permissible
under the legislation it applies, request the institution of any other Contracting Party
responsible for payment of benefits to that person to deduct the amount overpaid from the
payments it is making to him. The latter institution shall withhold that amount to the
extent to which such a deduction is permissible under the legislation it applies, as if
the overpayment had been made by it, and transfer the amount so withheld to the creditor
institution.
- If the institution of a Contracting Party has made an advance payment of benefits for a
period during which the beneficiary was entitled to corresponding benefits under the
legislation of another Contracting Party, it may request the institution of the other
Contracting Party to deduct the amount of the advance from the payments due to him for the
same period. The latter institution shall withhold the amount and transfer it to the
creditor institution.
Article 86
If a person has received social assistance payments in the territory of a Contracting
Party during a period when he was entitled to receive benefit under the legislation of
another Contracting Party, the authority which provided the social assistance may, if it
is entitled to recover such assistance payments from benefits due to the person concerned,
request the institution of any other Contracting Party responsible for paying benefits to
him, to withhold the amount of the social assistance granted during that period from the
benefit payable to him. The latter institution shall withhold that amount and transfer it
to the creditor authority.
Article 87
- If entitlement to benefits is not recognised by the institution stated to be the
competent one, the cost of the benefits in kind provided by the institution of the place
of temporary residence under the presumption in Article 20, paragraph 2, or
Article 55, paragraph 2, of this Agreement shall be refunded by the first
mentioned institution.
- If the person concerned is not entitled to benefits in kind, expenditure incurred by the
institution of the place of residence or temporary residence in respect of benefits in
kind provided under Article 60, paragraph 1, of this Agreement shall be refunded
by the institution designated by the competent authority of the Contracting Party
concerned.
- If an institution has refunded benefits incorrectly paid, in accordance with the
provisions of paragraphs 1 or 2 of this article, it shall remain the creditor of the
recipient for the amount of the benefit incorrectly paid.
Article 88
In the event of a dispute between the institutions or competent authorities of two or
more Contracting Parties concerning either the legislation applicable under Title II of
the Convention or the institution which is to provide benefit, the person who would have
been able to claim benefit in the absence of such a dispute shall provisionally receive
the benefit prescribed by the legislation which the institution of the place of residence
applies or, where the person concerned does not reside in the territory of one of the
Contracting Parties concerned, by the legislation of the Contracting Party to which he was
previously last subject. After settlement of the dispute, the cost of the benefits paid
provisionally shall be borne by the institution declared as liable to pay the benefits.
Article 89
If, in order to apply its national legislation, or the Convention, in specific cases,
the competent institution of a Contracting Party considers it necessary to conduct an
enquiry in the territory of another Contracting Party, it may appoint an investigator for
that purpose, subject to the agreement of the competent authorities of the two Parties
concerned. The competent authority of the Contracting Party in whose territory the enquiry
is to take place shall give every assistance to the investigator and appoint a person to
assist him in consulting the records and all other documents relevant to the case.
Article 90
If the legislation of a Contracting Party regards as members of the family or household
of the person concerned only such persons as live with him, the institution which applies
that legislation may require evidence that the members of the family who do not fulfil
that condition are mainly dependent on the person concerned, by means of documents showing
that he contributes substantially to their maintenance.
Article 91
Any agreements concluded under Article 26, paragraph 1, Article 32,
paragraph 3 or 6, Article 41, Article 42, paragraph 3,
Article 46, paragraph 5, Article 56, paragraph 1, Article 58,
paragraph 1, Article 67, paragraph 2, Article 69, paragraph 3, or
Article 70, paragraph 2 or 3, of the Convention, or under Article 5 of this
Agreement, shall be communicated to the Secretary General of the Council of Europe within
three months of the date of their entry into force.
Article 92
- The annexes referred to in Article 4 of this Agreement shall be an integral part
thereof.
- Any amendment of the annexes to this Agreement shall be notified by the Contracting
Party or Parties concerned to the Secretary General of the Council of Europe.
- In the case of an amendment of Annex 5 to this Agreement, the procedure prescribed in
Article 73, paragraphs 2 and 3, of the Convention shall apply, mutatis
mutandis.
Title VII
Transitional and final provisions
Article 93
The submission of a claim for invalidity, old-age or survivors' benefits to the
institution of a Contracting Party after the entry into force of the Convention shall
automatically entail the revision, in accordance with the provisions of the Convention, of
benefits awarded for the same contingency by the institution or institutions of one or
more other Contracting Parties before its entry into force.
Article 94
- This Agreement shall be open to signature by the member States of the Council of Europe
which have signed the Convention and which may become Parties to it either by:
a signature without reservation in respect of ratification or
acceptance; or
b signature with reservation in respect of ratification or acceptance,
followed by ratification or acceptance.
- Any State which signs this Agreement without reservation in respect of ratification or
acceptance or which ratifies or accepts it must, at the same time, ratify or accept the
Convention.
- Instruments of ratification or acceptance shall be deposited with the Secretary General
of the Council of Europe.
Article 95
- This Agreement shall enter into force on the same date as the Convention.
- As regards any member States which shall subsequently sign the Agreement without
reservation in respect of ratification or acceptance, or which shall ratify or accept it,
the Agreement shall enter into force three months after the date of such signature or
after the date of deposit of the instrument of ratification or acceptance.
Article 96
- Any State not a member of the Council of Europe which shall accede to the Convention
upon invitation by the Committee of Ministers of the Council of Europe in accordance with
Article 77 thereof must, at the same time, accede to this Agreement.
- Accession shall be effected by depositing with the Secretary General of the Council of
Europe an instrument of accession which shall take effect three months after the date of
its deposit.
Article 97
- This Agreement shall have the same duration as the Convention.
- No Contracting Party may denounce this Agreement without denouncing, at the same time,
the Convention under the conditions provided for in Article 78 thereof.
- Such denunciation shall take effect six months after the date of receipt by the
Secretary General of the Council of Europe of its notification.
Article 98
The Secretary General of the Council of Europe shall, within one month, notify the
Contracting Parties, signatory States and the Director General of the International Labour
Office of:
a any signature without reservation in respect of ratification or
acceptance;
b any signature with reservation in respect of ratification or
acceptance;
c the deposit of any instrument of ratification, acceptance or
accession;
d any date of entry into force of this Agreement in accordance with
Articles 95 and 96;
e any notification of denunciation received in pursuance of the
provisions of Article 97 and the date on which denunciation takes effect;
f any communication or notification received in pursuance of the
provisions of Article 91 and Article 92, paragraph 2, of this Agreement.
In witness whereof, the undersigned, being duly authorised thereto,
have signed this Supplementary Agreement.
Done at Paris, this 14th day of December 1972, in English and in
French, both texts being equally authoritative, in a single copy, which shall remain
deposited in the archives of the Council of Europe. The Secretary General shall transmit
certified copies to each of the signatory and acceding States.