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Tuesday, November 5, 2024

Recalculation of one hundred thousand pensions. You will need to submit an application

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The Ministry of Family, Labor and Social Policy is working with regulations enabling the Social Insurance Institution to recalculate pensions and survivors' pensions granted in June in the years 2009-2019. According to the announcement, it will be possible to submit an application for benefit conversion from June 1, 2025.

The government's list of legislative works includes information about the draft bill on determining the amount pensions and survivors' pensions from the Social Insurance Fund granted in June in 2009-2019.

These are people who submitted an application for a pension in June and received a lower benefit than if they had submitted such an application, e.g. in May. When determining the amount of the pension in June, the regulations at that time did not provide for additional quarterly indexation, but only annual indexation. As a result, retirees who retired in June could have their benefits even several hundred zlotys lower. This problem was drawn by, among others, Constitutional Tribunal.

The government's announcement proposed that the act would enter into force on June 1, 2025.

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Pensions to be recalculated. Who will be able to benefit?

In 2021, the Sejm passed an amendment to the Act on the social security system, which partially solved the problem of the so-called June pensions. The Act changed the rules for calculating pensions permanently, so people who reach retirement age in June can now safely submit applications for benefits in that month. However, the amendment did not assume recalculation and payment of compensation to people who retired in June in the years 2009–2019.

As we read in the government's work list, the Ministry of Family is currently working on a regulation that introduces such a possibility. The government information stated that the newly determined amount of the benefit “would then be subject to indexation on the principles that were in force after the date of granting the old-age or survivor's pension.”

An application for recalculation of the benefit may be submitted within 6 months from the date of entry into force of the Act. The pension or survivor's pension in the new amount would be due from the month of submitting the application.

According to data ZUS Almost 100,000 people could benefit from the new regulation. people.

Main photo source: Shutterstock



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