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Tuesday, March 5, 2024

Refund of overpaid health insurance. The Social Security Office announces

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Until June 5, entrepreneurs have time to submit an application for reimbursement of overpaid health insurance contributions. The application in this case should be submitted electronically on the ZUS Electronic Services Platform, the Social Insurance Institution announced on Thursday.

– Due to numerous requests from entrepreneurs, ZUS asked the Ministry of Health for a detailed interpretation of certain provisions. The resort gave the green light to extend the deadline. Thanks to this, business operators still have a few days to submit an application for a refund of the overpayment – explained the president of ZUS, prof. Gertrude Uscinska.

Health premium for companies

Pursuant to the regulations, if as a result of the annual settlement of health insurance contributions it turns out that the premium has been paid in an amount higher than the amount determined, the contribution payer is entitled to its refund.

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An application for a refund of overpayment will be automatically created on the payer’s profile on the ZUS Electronic Services Platform. The prepared document should be checked and signed, and then sent to ZUS.

ZUS will transfer the overpayment to the bank account registered in the contribution payer’s account by August 3 at the latest.

Application for a refund of overpayment

An application for a refund of the overpayment resulting from the annual settlement will be created and made available on the payer’s profile on the ZUS Electronic Services Platform on the second day after identification with the payer’s account or the insured document with the annual settlement. The application for a refund to PUE ZUS will be available in the “Documents and messages, working documents” section.

If the annual settlement results in an overpayment and no application for its return has been created on the payer’s profile at PUE ZUS, the contribution payer may prepare such an application himself.

As ZUS explained, it can be done by selecting the RZS-R application from the list of available documents in the working documents section. This document should be completed, indicating the amount of return that results from the annual settlement. This is the amount from item 27 in block XII ZUS DRA/III.F ZUS RCA.

ZUS pointed out that entrepreneurs should also verify whether the account number suggested in the application, to which the refund is to be transferred, is correct or enter it manually.

Main photo source: Shutterstock

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