2011 - Social Security Coördination in Romania

organising training and setting up networks on the European Coordination of Social Security Schemes

in the 27 Member States

Social security Social security coordinationcoordination

Unemployment benefitsUnemployment benefitsECEC Regulation 883/2004 and 987/2009Regulation 883/2004 and 987/2009

Main provisions:-Aggregation of periods of insurance, employment or self-employment (art. 61 of BR, art. 54 of IR)-Export of unemployment benefits (art. 64 of BR, art. 55 of IR)-Special rules for cross-border workers(art. 65 of BR, art. 56 of IR)-Reimbursement of unemployment benefits (art. 70 of IR)

Romanian practiceRomanian practiceI. Aggregation of periodsI. Aggregation of periods

• According to the Decision E1 of the AC, Romanian institutions continue to issue E 301, E 302 forms

• Insurance periods or periods treated as such and specified in the European forms issued by other MS are taken into account unconditionally by Romanian competent institutions

• Intense activity in relation with Italy and Spain, mostly in one way direction: Romanian insurance periods certified in view of establishing entitlement to unemployment benefits in one of the above-mentioned states

• Less significant exchange of information and forms in relation to other member states

Some statistical dataSome statistical data

• Reference period of 1 year (1st October 2010 – 31 October 2011):

• 4766/E301, out of which: - 2164 issued for Spain

- 1992 issued for Italy• 6333/E 302, out of which 6320 issued for Spain

• The number of E 301 claimed by Romania from other MS over the same period is significantly lower: 64

The same implementing problems as under old The same implementing problems as under old Regulation 1408/71Regulation 1408/71

• Lack of required documents when a Romanian E 301/E 302 is claimed by other MS, which finally leads to subsequent Romanian delays in issuing requested forms

• Long waiting time until requested forms are delivered by other MS

• Reluctance of certain institutions to use e-mail communication when further exchange of information is needed, which extends the waiting time

• Improperly filled in forms (undated, unsigned, not stamped)

II. II. Export of unemployment benefitsExport of unemployment benefits

Common procedures applied by Romanian institutions:-Export period initially authorized for 3 months-Period extended up to 6 months upon the request of the unemployed, transmitted before the end of the initial 3-month period/ no criteria-Payment of the Romanian unemployment benefits only upon receiving U009 confirming registration as jobseeker and U013 (monthly monitoring)-U013 can be replaced by the own behalf statement of the unemployed, transmitted before the end of each export month

Some statistical dataSome statistical data

Reference period 1 year (1st October 2010 – 31 October 2011):• Exported Romanian unemployment benefits: 23 (out of

which, 9 for Spain, 5 for Hungary,)• Exported MS unemployment benefits: 126, out of which:

- 33 from Germany

- 23 from Spain

- 13 from France

Implementing problemsImplementing problems

• Failure to deliver or delayed delivery by other MS of U009, which could stop or delay payment of Romanian unemployment benefits

• Sometimes, neither U013, nor the own behalf statement of the unemployed is received, meaning no payment is made

• Late payment of unemployment benefits by other MS, in which case the unemployed asked for assistance from Romanian liaison body

III. Reimbursement of unemployment benefitsIII. Reimbursement of unemployment benefits

• Just a few entitlements were established under art. 65 of BR: - 1 frontier worker (employment state Hungary)

- 3 mariners (employment state Italy, Germany, Luxemburg)- 1 seasonal worker (Germany)

• No Romanian claims for reimbursement were sent up to the current date because:

- either the payable period of 3/5 months did not elapse, or:

- payment of unemployment benefits is currently suspended because of short-time employment

Reimbursement of unemployment benefits - IIReimbursement of unemployment benefits - II

• Romania received several reimbursement claims from other MS:- 3 from Hungary- 2 from Germany- 1 from Bulgaria- 1 from Sweden

• The reimbursement claims were examined, but no payments will be made before AC Decision U4 is adopted, especially that Romanian delegation sent proposed amendment of section <determination of refundable period> of the draft Decision U4

Romanian/HungarianRomanian/Hungarian cooperation cooperation

• Less intense exchange of information and forms compared to Spain and Italy

• Whenever needed, efficient and prompt communication at liaison bodies level

• Shared standpoint in relation to the draft Decision U4 regarding reimbursement of unemployment benefits

Special thanks for the good cooperation!