Documents for receiving compensation from the FSS benefits according to bir. The procedure for reimbursement of funds from the Social Insurance Fund Receiving reimbursement of benefits from the Social Insurance Fund


How is sick leave paid at the expense of the employer or at the expense of the Social Insurance Fund? Who pays for sick leave: the organization or the Social Insurance Fund? The main work is done by the state through the Fund:

The certificate of incapacity for work is paid in full, along with non-working days. In order to calculate all payments correctly, all calendar days are taken as a basis. If an employee has suffered a domestic injury, then his length of service is important.

Five years of experience (minimum) allows you to receive sick leave payment in the amount of 60 percent of the average wages. If an employee works for more than eight years, then the accruals are equal to one hundred percent. average salary. This happens due to the accumulation of insurance payments for the Fund.

The longer an employee’s working period, the more payments he will receive.. Over a longer period of war social insurance there is an opportunity to return more.

Average salary = employee payments/730 (days for two years).

If the employee received work injury, then he can count on payments of 100%. These payments will not depend on the length of service. Injuries sustained in the workplace are subject to some form of regulation. If the employee’s salary ultimately turns out to be below the minimum, then its value will need to be indicated everywhere instead.

Compensation of insurance payments

An important role for the manager is played by issues related to compensation for spent finances. According to the law, there is a list of documents that are needed to compensate for certificates of incapacity for work from the Social Insurance Fund.

What list of documents must be submitted to the Social Insurance Fund to compensate for a certificate of incapacity for work? How to write an application to the fund for sick leave payments? In order for a manager to be compensated for funds, the following documents are needed:

  1. Application with the manager’s address and amount of compensation.
  2. Insurance premium payments.
  3. Photocopies of important papers. They are needed as proof that the expenses were inevitable.

Sick leave can also be paid during the dismissal process. Paying sick leave during dismissal:

  • the employee fell ill shortly after dismissal;
  • the employee first wrote a letter of resignation two weeks in advance, and then fell ill.

If an employee falls ill within thirty days, he will be paid at the rate of sixty percent. It does not matter what the reasons for dismissal are.

If the dismissal occurs according to the second scenario, then payments are made as usual.

Important! If an employee is late in submitting documents, he may be fined.

It makes sense to discuss the timing of submitting a sick leave certificate to the Social Insurance Fund. The method of submitting documents can be electronic or paper. If the submission is made in paper form, then it must be done before the twentieth day of the initial month in the quarter.

If a certificate of incapacity for work is submitted to in electronic format, then this must be done before the twenty-fifth.

If the due date falls on a weekend or holiday, then you are allowed to submit your sick leave to the Social Insurance Fund no later than the next working day. There may even be an option for FSS representatives to go and pick up documents on their own.

If the submission of documents is delayed by no more than six months, you may be fined five percent for each month. But, the fine should not be more than thirty percent.

If the submission of documents is delayed for six months, a fine of thirty percent will be imposed. After six months, each subsequent month the amount of the fine will increase by ten percent. Thus, the subsequent amount of the fine has no limit.

According to the law, the Social Insurance Fund must compensate the manager for all payments within two weeks.

Reference! If an employee needs a recalculation, but there is no certificate from a previous job, then he can make a request to the Pension Fund. A certificate from the Social Insurance Fund to calculate sick leave is simply necessary.

Documents for compensation and deadlines for submitting an application

What documents are needed to provide for reimbursement of sick leave from the Social Insurance Fund? When the Social Insurance Fund makes payments under a certificate of incapacity for work, the most interested person is the employee. The manager and subordinate cooperate with the Social Insurance Fund. Both parties must prepare their list of documents and act in a certain order.
The employee must present:

  • A certificate of incapacity for work, which must be submitted after recovery within six months.
  • Application with a request for recalculation, if the employee needs this procedure.
  • Earning information. To carry out recalculation, a certificate from the previous place of work will be required.

After this, the documents must be submitted to the administration at the place of work. Payment for sick leave is carried out simultaneously with the next wages, i.e. the employee will receive all accruals on one day.

If an employee provides a certificate of incapacity for work just a couple of days before salary, then the Social Insurance Fund will most likely postpone the payment until the next month’s salary. These rules exist for those areas that are not affected by the pilot project. In those regions where the pilot project is being implemented, payments for sick leave are made within ten days. All payments are made directly to the FSS.

Pilot project of the organization

This pilot project is a global experiment that serves to more efficient work social insurance. This project started with Nizhny Novgorod region. The project stands out among others in the way payments are made.

In order to reduce financial losses, the Foundation began experimenting with direct payments. This means that the actions of the head of the organization are now considered unnecessary.

Attention! Sick leave certificates are paid for by the Social Insurance Fund and transferred to the employee of the organization without the participation of third parties.

Most often, the organization is an adjacent link between the Social Insurance Fund and the subordinate. First, the manager pays the money, after which the Fund covers the costs. The more links in such a procedure, the higher the costs associated with this.

The regions that participate in this project include Kaluga, Samara, Lipetsk, Astrakhan regions, Crimea and the city of Sevastopol, as well as many other regions.

How it works?

Some benefits are expected from the project, in the form of assistance to both the Social Insurance Fund and medical institutions. Employees and employers should thereby reduce disputes between themselves.

The employee can independently determine the method of receiving money. All payments are expected to be made on time.

The advantages for employers are that the costs of accruing payments will be reduced. Also medical institutions and the Foundation will improve the quality of their work.

Receiving employee funds

After how many days does the Social Insurance Fund pay for sick leave? Payment of sick leave at the expense of the Social Insurance Fund occurs as follows: employees draw up certificates of incapacity for work, as before, then the document is transferred to the accounting department. The fund makes payments to the employee without the employer as an intermediary.

Since the leader is no longer needed in this process, then funds go to the employee directly without intermediaries. The funds are either transferred to the employee’s card, or he goes to receive them by mail.

For what period is the calculation made?

How long does the Social Insurance Fund take to transfer sick leave? Payments are made within ten days from the date of submission of the application to the Social Insurance Fund for compensation for sick leave.

Reference! There is another version of sick leave specifically for managers. Payments are now made differently. This process is managed by the Social Insurance Fund, which means the organization has less work to do.

The manager must provide a list of documents to the Social Insurance Fund five days in advance. Due to the focus on improving work, electronic accounting is encouraged. If an organization employs about thirty people, then electronic accounting is mandatory. Currently, the manager is actively involved in making payments for sick leave. First, the organization pays money to the subordinate and makes an application to the Social Insurance Fund for compensation for sick leave.

After this, the Fund compensates the costs to the employer. This method is not effective. To improve the payment process sick leave certificates, many areas enjoy pilot project. Its main idea is that the employer is not an intermediary in making payments. This project is a complete advantage for the manager and his subordinate.

The procedure according to which benefits are reimbursed from the Social Insurance Fund in 2020 is regulated Tax Code RF (clause 2 of article 431) and Federal Law No. 255 (part 2 of article 4.6), issued on December 29, 2006. According to the documents, the employer can reduce the amount of insurance premiums to be transferred by the amount of the benefit paid.

There are two options for refund. In the first case, the payment is counted in the next period. You can also fully return the spent funds by transferring to your current account.

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To carry out the procedure, the employer must have Required documents. Their list is reflected in the legislation.

In what cases can you get money?

Before starting the return procedure, you need to determine the purpose of the spending Money. Reimbursement of benefits from the Social Insurance Fund in 2020 is possible in the event of an employee’s incapacity for work, as well as due to a woman going on maternity leave.

Refunds will be made for payment:

  • temporary disability certificate;
  • leave related to pregnancy and childbirth;
  • benefits, due to employees during the period of child care until the age of one and a half years;
  • buried benefit.

Expenses associated with payments by women for children are reimbursed in full by the Social Insurance Fund.

What documents are needed to reimburse benefits from the Social Insurance Fund in 2020?

In 2020, new documents appeared on the previous list, which now need to be submitted to the Social Insurance Fund to receive a refund. The changes are due to the fact that insurance premiums became fully controlled by the Tax Service.

Funds that were paid before 2020 are still returned by the fund. After January 2020, tax authorities handle refunds.

Legislatively, Order No. 585n of the Ministry of Labor of the Russian Federation, issued on October 28, 2020, defines a list of documents that must be provided to the employer to reimburse paid benefits to the Social Insurance Fund. The rule applies to cases where the payment was made after January 2020.

The list of papers may vary depending on the period of refund. According to the law, there are basic documents that must be presented upon reimbursement.

It is necessary to draw up an application on the basis of which compensation will be made. In addition, it is accompanied by a certificate containing the calculation.

It states:

  • the amount of debt to the Social Insurance Fund at the beginning and end of the period;
  • insurance premiums accrued for three months and the entire period;
  • additional charges;
  • expenses that were not taken into account;
  • funds reimbursed by the Social Insurance Fund;
  • insurance premiums paid in excess to the fund;
  • funds spent on insurance cases for the entire period and the last three months;
  • insurance premiums paid;
  • written off debt of the Social Insurance Fund to the employer.

All expenses must be explained in a separate document. They relate to funds that were allocated from federal budget.

To reimburse benefits, the employer sends an application and supports it with documents depending on the period of return. If the funds were spent in 2020, then . The title page of the document reflects the order of circulation (primary - 01, repeated - 02).

When paying funds in 2020, you will need to provide a certificate of calculation and an explanation of the expenses that were spent on employee benefits.

The procedure for providing information has not undergone any significant changes. However, the tables that were previously included in Form 4-FSS were separated into separate documents. They are attached to the application.

Before making a refund, the Social Insurance Fund may request documentation that will confirm the validity of the payment of benefits and expenses of the organization. Representatives of the fund act in accordance with Federal Law No. 255 (Part 4, Article 4.6).

Among these papers are:

  • sheets of temporary incapacity for work;
  • certificates confirming early pregnancy registration of a woman;
  • child's birth certificate;
  • labor agreement between employer and employee.

The documents will be carefully checked by the authority. Based on the inspection, the fund makes a decision on whether to return or refuse it. A copy of the decision is sent to the Federal tax service. This must be done three working days after the decision is made.

Policyholder application

The policyholder must draw up a statement in which he indicates a request to return the funds spent on benefits.

The document states:

  • Name of the organization;
  • legal address of the policyholder;
  • last name, first name, patronymic (if the submission is made by an individual entrepreneur);
  • passport data (for individual entrepreneurs);
  • address of residence (for individual entrepreneurs);
  • registration number the policyholder;
  • the amount of funds that must be reimbursed.

All information must be confirmed by official documents.

Papers confirming expenses

To receive a refund, the policyholder needs to prepare a certain package of papers, which includes copies of documentation indicating the correctness and legality of the transfer of funds to employees:

  • When reimbursing benefits paid to an employee as compensation for a period of incapacity for work, as well as funds spent on pregnant workers, it is necessary to attach sick leave. They have a form established by law. The document is also filled out in special order reflecting detailed benefit calculations.
  • In case of a refund of funds that were paid to a woman for registration in the first trimester of pregnancy (up to 12 weeks), a certificate from the clinic is required. A woman has the right to address herself as antenatal clinic, and to another institution that monitors the progress of her pregnancy.
  • It is possible to return benefits paid for the birth of a child. To do this, you will need to provide a birth certificate of the new citizen. It has a unified, legally established form. Issuance is carried out by the civil registry office. But when a child is born outside the Russian Federation, it is also necessary to obtain an international document translated into Russian. Additionally, a document from the second parent’s place of work confirming that this payment has not been accrued again is provided.
  • When reimbursement of payment costs monthly allowance When the child reaches one and a half years old, it is necessary to focus on Federal Law No. 255 (Part 6 and Part 7 of Article 13). It reflects the necessary documents.
  • The Social Insurance Fund may reimburse funeral benefits. A copy of the death certificate will be required for a refund. The document is provided by the civil registry office. It must be certified.

Help-calculation

It is mandatory to submit a certificate containing the calculation of certain indicators in reporting period.

These include:

  • debt of the Social Insurance Fund to the employer regarding insurance contributions, as of the beginning and end date of the period;
  • accrued insurance premiums for the entire period and three months payable;
  • additional insurance charges;
  • expenses that do not need to be taken into account in calculations;
  • funds that have already been reimbursed by the fund during the reporting period;
  • refunded overpaid contributions to the Social Insurance Fund;
  • the amount that was spent on compulsory social insurance during the reporting period and within three months;
  • funds contributed as insurance premiums;
  • written off debt of the policyholder.

The calculation certificate has not changed. All information was previously recorded in the first table 4-FSS. Now the legislative decision has been made to allocate a separate document for these purposes.

How does the return procedure work?

Some organizations are faced with the fact that employee benefits are larger than the contributions paid to the fund. Then the policyholder is given the opportunity to offset the excess payment against upcoming payments to the Social Insurance Fund or return the funds in full in a single payment to a bank account.

To receive money into your current account, you need to visit not the tax office, but the FSS branch. This norm is reflected in paragraph 2 of Article 4.6 of Federal Law No. 255.

When receiving compensation for a period before 2020, you must provide:

  • a written statement from the organization indicating the name, details of the institution, registration number and refund amount;
  • calculation of 4-FSS, reflecting accrued funds for benefits;
  • documentation, which is evidence of the validity of expenses.

The Fund may initiate verification of the authenticity of the package of papers and the legality of payments. If it is not carried out at the request of the FSS, the money will be transferred to the organization’s account within ten days.

Russian citizens, stateless persons and foreigners may apply for disability benefits and other types of insurance coverage specified in Art. 1.4. Federal Law No. 255 of December 29, 2006 “On Mandatory...” (hereinafter referred to as the Federal Law), if they work under an employment contract, are members of a production cooperative or government employees (see Part 1 of Article 2 of the Federal Law).

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General points

Currently, the administration of all types of insurance premiums, except those paid for “injuries,” is handled by the Federal Tax Service. Contributions for “injuries” are administered by Social Insurance (FSS).

Payment of contributions (except for “injuries”) is carried out to the Federal Tax Service for each elapsed month no later than the 15th day of the following month (Part 3 of Article 431 of NalCode).

By general rule, insurance payment. provision is provided by the policyholder. Part 2 art. 431 of the NalCode provides for the right of the policyholder to reduce the amount of contributions calculated for workers in the month by the amount of expenses for insurance payments. provision.

Also, on the basis of Part 9 of Art. 431 NalCode, it is possible to offset the amounts paid by the policyholder against future payments. All the details are below.

Term

The employer has the right to receive compensation from Social Insurance if the accrued insurance premiums are not enough for the full and timely payment of benefits.

For example, if 300 thousand contributions were paid, but benefits had to be paid in a larger amount - for example, 500 thousand. Accordingly, the difference in the amount of 200 thousand will be compensated by the Social Insurance Fund.

In other cases, the policyholder simply reduces the amount of insurance premiums payable by the amount of benefits paid. For example, for any month 500 thousand contributions were accrued, and benefits were paid in the amount of 300 thousand. Accordingly, only 200 thousand will have to be paid (500 minus 300).

The policyholder also has the right to offset the amounts of benefits paid in excess of accrued insurance premiums against future payments next year. This opportunity appears only if the difference between the benefits paid and the accrued insurance premiums for the calendar year is not negative.

Based on Part 3 of Art. 4.6. Federal Law, allocation by Social Insurance of benefits necessary to pay financial resources carried out no later than 10 calendar days from the date the employer provides all documents necessary for compensation.

The specified period does not apply in the case specified in Part 4 of Art. 4.6. Federal Law, namely, if it is necessary to conduct an on-site inspection by the Social Insurance Fund in relation to the policyholder.

The inspection is carried out in accordance with the requirements presented in Art. 4.7. Federal Law. The decision to reimburse funds in this case is made after an inspection within a period determined at the discretion of the FSS.

List of documents

In Part 3 of Art. 4.6. The Federal Law states that the list of documents for reimbursement of expenses in the Social Insurance Fund in 2020 is regulated by the government department that produces legal regulation in the field of social insurance.

The list of documents is contained in Order of the Ministry of Health and Social Development No. 951n dated December 4, 2009 “On approval...”.

Depending on the type of insurance coverage that exceeded the amount of calculated insurance premiums, the list of securities will differ.

Regardless of the type of benefit, the following are provided: required documents:

  • , drawn up in the form approved by the Appendix to the Social Insurance Letter dated December 7, 2016 No. 02-09-11/04-03-27029, containing the name, address of the policyholder, his registration number and an indication of the amount of funds required for reimbursement;
  • , approved by Social Insurance Order No. 381 of September 26, 2016 “On approval...”;

  • help-calculation();
  • copies of documents certifying the validity and correctness of the expenses incurred by the policyholder for the payment of benefits (see below).

List for maternity benefits

In addition to the calculation certificate, 4-FSS and application, the policyholder must also submit to the territorial body of the insurer also labor activity, filled out in the prescribed manner.

At the birth of a child

The presented benefit is issued to one of the parents. If one of them does not work, benefits will be given to the one who does the work. If a child is born dead, no entitlement to benefits arises.

Taking into account the last indexation carried out on February 1, 2020, the benefit amount is 16,759 rubles. For employees operating in the Far North, benefits are increased by the corresponding regional coefficient.

If the amount of paid one-time benefits related to the birth of a child exceeds the insurance premiums paid for VNIM, the employer provides to the Social Insurance Fund, in addition to the calculation certificate, application and 4-FSS, also a certificate of the birth of the child, issued by the civil registry office.

What if the child was born abroad? Russian territory, then you will need:

  • a document legalized in a regulated manner, indicating the fact of birth, translated into Russian;
  • as well as a certificate received from the other parent’s place of work stating that he did not apply for benefits.

For monthly child care allowance

The right to such benefits exists for persons insured under VNIM who are actually caring for the child. This person could be a mother, father, guardian or other relative.

This benefit is paid from the day the parental leave begins until the child reaches the age of 18 months.

The amount of benefit for workers is 40% of average earnings, but not less than 3142.33 rubles per month (when caring for the 1st child) and not less than 6284.65 rubles per month (when caring for the 2nd and subsequent children).

To receive compensation on this basis, the employer, in addition to the calculation certificate, 4-FSS and application, also submits the documents specified in Part 6 and Part 7 of Art. 13 Federal Law, namely:

  • a copy of the worker’s application for benefits;
  • certificate of birth (adoption) of a child (or an extract from the social security verdict establishing guardianship);
  • certificate of birth of previous children - if any;
  • a certificate from the work of the other parent stating that he has not been granted parental leave and is not paid the corresponding benefit (or a certificate from social security if the second parent does not work or is studying at a university/technical school);
  • a certificate from another place of work of the other parent stating that he did not apply for benefits (if the second parent works simultaneously for several insurers).

For burial

Based on Part 1 of Art. 10 Federal Law No. 8 of January 12, 1996 “On burial...”, payment of benefits is carried out on the day the relative who actually incurred the funeral expenses is contacted by the insured of the deceased.

The benefit amount is indexed annually. From February 1, 2020, the amount is 5,701.31 rubles (see Government Decree No. 74 of January 26, 2020).

To reimburse paid funeral benefits, the policyholder, in addition to other documents (see above), also provides a death certificate issued by the civil registry office.

How to fill out a calculation certificate and its sample

The calculation certificate contains 21 lines. You will have to fill out most of the lines.

Main nuances:

  • in the 1st and 11th lines you need to indicate, respectively, the amount of debt of the policyholder and the territorial body of Social Insurance to each other at the beginning of the billing period;
  • the 2nd and 12th lines indicate, respectively, the accrued insurance premiums and the amount of insurance coverage paid for the entire year;
  • in lines 3, 4, 5, 13, 14 and 15 you should write the accrued insurance premiums and the amount of benefits paid for the 1st, 2nd and 3rd month of the reporting period;
  • lines 10 and 21 indicate the debt of Social Insurance and the policyholder to each other at the end of the billing period.

Other lines are filled in if necessary.

So, the policyholder has the right to receive compensation from the Social Insurance Fund if the costs of paying benefits exceed the amount of calculated contributions. For compensation, an application in the prescribed form and a set of documents are submitted to the insurer's body.

ORDER
ALLOCATION OF THE NECESSARY FUNDS FOR PAYMENT OF INSURANCE PROVISIONS TO POLICIES

The allocation of funds for the payment of insurance coverage is made by the insurer in accordance with the provisions of Art. 4.6 Federal Law dated December 29, 2006 No. 255-FZ “On compulsory social insurance in case of temporary disability and in connection with maternity.” According to paragraphs 3 and 4 of this article, the regional department has the right to conduct a desk or documentary verification of the correctness and validity of the insured’s expenses for the payment of insurance coverage, and also request from the insured necessary information and documents. In this case, the decision to allocate funds is made by the insurer based on the results of the audit. Desk inspection with the request of documents is carried out within 3 (three) months from the date of provision of all necessary documents.

List of documents that must be submitted by the policyholder to make a decision territorial body FSS of the Russian Federation on the allocation necessary funds for payment of insurance coverage:

For the period up to December 31, 2016 For the period from January 1, 2017

WRITTEN APPLICATION OF THE INSURED 1 V Government agency- Ivanovo regional branch of the FSS of the Russian Federation, which should contain:

  • name, address of the insured legal entity
  • or full name, passport details, address permanent place residence of the insured individual;
  • policyholder registration number;
  • an indication of the amount of funds required to pay the insurance coverage.

CALCULATION for accrued and paid insurance contributions for compulsory social insurance in case of temporary disability and in connection with maternity and for compulsory social insurance against accidents at work, as well as for the costs of paying insurance coverage (Form 4-FSS), submitted in the form approved by order of the Social Insurance Fund of the Russian Federation dated February 26, 2015 No. 59 (as amended by Order of the Social Insurance Fund of the Russian Federation dated February 25, 2016 No. 54) for the corresponding period, confirming the accrual of expenses for the payment of insurance coverage - when applying for the allocation of funds for the payment of insurance coverage for periods expired before January 1, 2017. 2

STATEMENT 1.

REFERENCE-CALCULATION.

DECODING of expenses for the purposes of compulsory social insurance and expenses carried out through interbudgetary transfers from the federal budget.

POWER OF ATTORNEY to represent the interests of the policyholder in the Social Insurance Fund of the Russian Federation (in the case of submission of documents not by the manager or chief accountant).

Note: in the absence of information about the chief accountant in extract from the Unified State Register of Legal Entities it is necessary to submit a document confirming your authority; in case of discrepancy - a written explanation.

1 for individual entrepreneurs: when specifying a PERSONAL (CARD) account in the details, it is mandatory to have duly certified copies of employment contracts for all benefit recipients;

2 submit documents for verification for a period not exceeding three years from the date of submission of documents.

PAYMENT DOCUMENTS, confirming insurance payments made to citizens (payment (settlement) statements for the issuance of wages, cash receipts, payment orders, etc.).

CERTIFICATES FROM A CREDIT INSTITUTION about not applying the order of debiting funds from the account (provided if it is impossible to confirm the payment of benefits to insured persons).

For budgetary organizations - EXTRACT FROM THE PERSONAL ACCOUNT chief manager budget funds, AGREEMENT ON ELECTRONIC DOCUMENT MANAGEMENT with the UFC (provided if it is not possible to confirm the payment of benefits to the insured persons).

REGISTER OF EXPENSES on benefits with a breakdown of the amount claimed for compensation from the funds of the Federal Social Insurance Fund of the Russian Federation and days, the number of benefit payments in the context of insured events (by certificates of incapacity for work - full name, date of release, benefits by month and by full name, broken down by the first or second (subsequent ) child, plus the total amount of expenses for the period).

Duly certified COPIES OF DOCUMENTS, confirming the validity and correctness of expenses, the existence of an employment relationship between the insured person receiving benefits and the policyholder .

ALL COPIES ARE CERTIFIED (every page) - STAMP (if available) “CORRECT COPY”, SIGNATURE WITH DECODING. If a copy is issued for submission to another organization, a note on certification of the copy is supplemented with an inscription about the storage location of the document from which the copy was made (“The original document is located in (name of organization) in file N ... for ... year”) and is certified seal of the organization (these changes were made by GOST R 7.0.97-2016 by order of Rosstandart dated May 25, 2017 No. 435-st and came into force on July 1, 2018). With each application, depending on the type of benefits, the following are provided: COPIES OF DOCUMENTS:

Benefit for temporary disability, pregnancy and childbirth:

1. certificate of incapacity for work, filled out in the prescribed manner;
2.calculation based on average earnings for two calendar years preceding the year of occurrence insured event, for maternity benefits - with the exclusion of some periods with decoding from the calculation period;
3. for all certificates of incapacity for work, it is necessary to indicate the duration of working hours (rate);
4. when replacing years (years) of the billing period - a statement from the insured person justifying the right to replacement;
5. if the total work experience is less than six months or if there is no income in the billing period from the current employer, as well as in other cases - employment contract(book), time sheet, employment order;
6. for maternity benefits - an application from the insured person for maternity leave (indicating the period of leave), documents confirming the fact of the employment relationship between the insured and the person receiving benefits, documents confirming the length of insurance (employment contract, employment history, in case of dismissal - dismissal order);
7. for benefits for temporary disability, maternity and part-time work, the following are additionally provided: – an employment contract, a work time sheet, staffing table, a duly certified copy of a copy of the work record book from the main place of work;
8. certificate (certificates) about the amount of earnings from the previous policyholder in the approved form (Order 182n), from which the benefit was calculated (when changing the surname (change of name) - a document confirming the change of surname (change of name);
9. certificate(s) from the place of work (service, other activity) with another policyholder (other policyholders) stating that the appointment and payment of benefits by this policyholder are not carried out if the insured person is employed by several policyholders at the time of the insured event, and in the two previous calendar years was employed by other policyholders, or by both these and other policyholders (another policyholder);
10.for foreign citizens: for those temporarily residing in the territory of the Russian Federation (with the exception of citizens of EAEU member countries) - a document confirming residence; for those who have received refugee status - a document confirming their status; for those temporarily staying in the territory of the Russian Federation - a document for the provision of temporary asylum (migration cards, quotas, patents, visa, stamp in the passport) - but they are only entitled to receive benefits for temporary disability after the expiration of the 6-month period for paying insurance contributions (for benefits for they have no rights to motherhood!);
11. certificate on the number of days used for child care on an accrual basis during the calendar year (if the information is not in the expense register).

One-time benefit for women registered in the early stages of pregnancy:

1. medical certificate, certified by the seal of the health care facility (executed in any form with the stamp of the medical organization or on the letterhead of the medical organization (if available), signed by a doctor (paramedic, midwife), certified by the personal seal of the doctor and the seal of the medical organization, the imprint of which must identify the full name of the medical organization corresponding to the name specified in the charter of the medical organization).

One-time benefit for the birth of a child:

1. application for payment of a one-time benefit;
2. birth certificate (according to Form 24 of the Civil Registry Office or Form 1 of the Civil Registry Office from October 1, 2018);
3. certificate from the other parent’s place of work (that benefits were not paid, indicating the child’s full name), current3 on the date of the insured event (the insured person applied to the employer);
4.for non-working parents, individual entrepreneurs studying full-time training - certificate from authorities social protection population at place of residence current 3 on the date of occurrence of the insured event (application of the insured person to the employer);
5.certificate of divorce (if the marriage between the child’s parents is dissolved);
6. a document confirming the cohabitation of the parent and the child (if the marriage between the child’s parents is dissolved);
7.copy of the child’s birth certificate issued consular office Russian Federation outside the territory of the Russian Federation (if a child is born on the territory foreign country);
8. a document and its copy confirming the fact of the birth and registration of a child, issued and certified with an “apostille” stamp by a competent authority of a foreign state, with a translation into Russian certified in accordance with the procedure established by the legislation of the Russian Federation (in cases where the registration of the birth of a child was carried out by a competent authority of a foreign state) states);
9.extract from the decision to establish guardianship over the child (copy of the document entered into legal force court decision on adoption, a copy of the agreement on the transfer of the child (children) to a foster family) - for a person replacing parents (guardian, adoptive parent, adoptive parent).

3 not exceeding one month from the date of issue of the certificate.

Child care benefits up to 1.5 years:

1. application for leave and payment of benefits for a child up to 1.5 years old, indicating the start date of leave and payment of benefits;
2. birth (adoption) certificate of the child being cared for, or an extract from the decision to establish guardianship over the child;
3.birth certificate(s) of previous children (death certificate(s), adoption of previous children;
4.a birth certificate of a child issued by a consular office of the Russian Federation outside the territory of the Russian Federation (for the birth of a child on the territory of a foreign state);
5. a document and its copy confirming the fact of the birth and registration of a child, issued and certified with an “apostille” stamp by the competent authority of a foreign state, with a translation into Russian certified in accordance with the procedure established by the legislation of the Russian Federation (in cases where the registration of the birth of a child was carried out by the competent authority of a foreign state) states);
6. certificate from the place of work (study, service) of the mother (father, both parents) of the child stating that she (he, they) does not use parental leave and does not receive a monthly child care allowance, indicating the child’s full name and period of work, current3 as of the date of occurrence of the insured event (as of the start date of parental leave);
7. for non-working parents, individual entrepreneurs and full-time students - a certificate from the social protection authorities at the place of residence about non-receipt of benefits, current 3 on the date of occurrence of the insured event (if not current, to confirm the status of a non-working person on this date - a copy of the work book of the non-working parent);
8. order (instruction) on granting leave;
9.calculation of benefits of 40% of average earnings for two calendar years preceding the year of occurrence of the insured event, with the exclusion of some periods with a breakdown from the calculation period. When replacing years (years) of the billing period - an application from the insured person justifying the right to replacement;
10. certificate (certificates) about the amount of earnings from the previous employer (employers) in the approved form (Order No. 182n), from which the benefit should be calculated;
11. certificate (certificates) from the place of work (service, other activity) with another insured (other insureds) stating that the appointment and payment of monthly child care benefits by this insured is not carried out (if the insured person is employed at the time of the insured event from several policyholders).
12. in case of a change of surname (change of name) of the child’s mother - a document confirming the change of surname (change of name).

3 not exceeding one month from the date of issue of the certificate

Funeral benefits are assigned and paid at the place of workdeceased or their children under 18 years of age - to persons who applied for benefits

1. application for payment of benefits to the person performing the funeral (indicating the degree of relationship);
2.death certificate issued by the civil registry office;
3. a document confirming the existence of an employment relationship with the policyholder on the date of the insured event (death) - an employment contract, a dismissal order.

Payment additional days for the care of disabled children (Article 262 of the Labor Code of the Russian Federation)

1. application for the provision of days off to care for a disabled child (in the form - order No. 1055n) DOWNLOAD Sample application for policyholders who have expenses to pay for additional days off to care for disabled children; ;
2. order to provide days off for each application;
3.calculation average daily earnings from the previous 12 months, taking into account working hours worked;
4. certificate confirming the fact of disability, issued by the bureau (main bureau, Federal Bureau) of medical and social examination;
5.documents confirming place of residence (stay or actual residence) a disabled child;
6. birth (adoption) certificate of a child or a document confirming the establishment of guardianship or trusteeship of a disabled child;
7. a certificate from the place of work of the other parent (guardian, trustee) stating that at the time of application additional paid days off in the same calendar month were not used or partially used, or a certificate from the place of work of the other parent (guardian, trustee) stating that , that this parent (guardian, trustee) has not received an application to provide him with additional paid days off in the same calendar month, for those who are not working - a copy of the work book, for those working in the status individual entrepreneur– a copy of the OGRN certificate, for divorced people (deceased) – a copy of the divorce (death) certificate;
8. card for individual accounting of the amounts of accrued payments and other remunerations and the amounts of accrued insurance premiums.

Documents required when applying depending on the cause of disability and type of benefit as amended in 2017. Order of the Ministry of Labor No. 585n dated October 28, 2016 and Letter of the Federal Insurance Service of the Russian Federation dated December 7, 2016 N 02-09-11/04-03-27029. Download new application forms and calculation certificates.

  1. Documents required for each application
  2. Temporary disability benefit
  3. Maternity benefit
  4. One-time benefit for the birth of a child
  5. Child care allowance up to 1.5 years old
    • First appeal
    • Second and subsequent appeals
  6. Help-calculation. Order of the Ministry of Labor No. 585n
  7. New application forms and payment certificates

A list of documents for reimbursement of expenses to the Penza Branch No. 2 of the GU PRO FSS of the Russian Federation, compiled for the first cases of temporary disability, which has not yet changed and helps out with every new case.

List of documents for allocation (reimbursement) of funds

  1. Copy of death certificate

Payment for additional days off to care for disabled children:

  1. A copy of the work record book (first and last sheet of entries)
  1. A copy of applications for additional days off
  1. A copy of the child's disability certificate
  1. A copy of a certificate from social protection authorities indicating that the child is not being kept in a specialized institution children's institution on full state support
  1. A copy of the organization’s orders to provide additional days off
  1. A copy of a certificate from the second parent’s place of work stating that at the time of application, additional days off in the same calendar month were not used or were partially used
  1. Detailed calculation of payment for weekends

Federal Law 255-FZ Article 13 clause 5; Art.

List of documents to the Social Insurance Fund for reimbursement of expenses

Within interdepartmental interaction The Social Insurance Fund department provides the relevant Federal Tax Service Inspectorate with information on the policyholder about:

  • non-acceptance of expense amounts for periods before 01/01/2017;
  • additional accrual of contributions based on the results of inspections carried out until 01/01/2017;
  • holding the policyholder liable for an offense in the relevant area of ​​legislation based on the results of on-site inspections before 01/01/2017;
  • the decision taken to return previously paid insurance premiums.

Compensation after January 1, 2017 If the policyholder's application to the Social Insurance Fund is related to expenses incurred for periods starting from January 1, 2017, then the list of documents submitted changes.

Documents required for reimbursement of expenses to the Social Insurance Fund

  • Copies of documents proving the validity of the funds spent on social security. These include:
  • sick leave (temporary disability, pregnancy and childbirth);
  • birth certificates and certificates ( lump sum allowance at the birth of a child, child care allowance);
  • certificates from the place of work of the child’s other parent (confirms the absence of receipt of maternity and child care benefits at the place of work of the second parent);
  • death certificate (funeral benefit);
  • certificate of registration in the early stages of pregnancy (allowance for registration up to 12 weeks).

New certificate-calculation from 2017 Replaced the previous form 4-FSS new form reporting - Help-calculation.

List of documents in the Social Insurance Fund for reimbursement of benefits from January 1, 2017

  1. A copy of the order on granting maternity leave

Benefits for women in early pregnancy:

  1. Copy of certificate medical institution about registration in the early stages of pregnancy
  1. A copy of the work book (first and last page)

Monthly allowance for child care up to 1.5 years:

  1. A copy of the application for parental leave
  1. A copy of the order for child care leave
  1. A copy of the child’s birth certificate (if there are 2 children or more, then for each child)
  1. A detailed calculation of the benefit or a certificate of the amount of earnings from which the benefit is calculated
  1. A copy of a certificate from the other parent’s place of work stating that he did not take parental leave for a child under 1.5 years old.

Reimbursement of benefits from the Social Insurance Fund in 2018

On this basis, the fund carries out the same control actions as in the case of personal receipt of a package of documents. In this case, the on-site inspection may be joint with representatives of the tax authorities.
Along with information about the policyholder’s need to return the funds, the Federal Tax Service Inspectorate transfers the relevant data from the unified reporting form to the Social Insurance Fund department for making a decision. The subsequent stages of action coincide with the case when the policyholder applies to the Social Insurance Fund.

The Federal Tax Service has the right to make decisions on holding the taxpayer liable for committed offense. This information is also brought to the attention of the FSS. In fact, it now does not matter to the policyholder which body to submit an application for reimbursement of social security expenses incurred.


The developed procedure for interaction between the two structures established a clear flow of documents and exchange of information between them.

Documents required for sick leave reimbursement from the Social Insurance Fund in 2018

Important

This is the main document sent to the FSS. You must use the form approved by the FSS letter N 02-09-11/04-03-27029 dated December 7, 2016. When filling it out, you must indicate the following information:

  • in the upper right corner the name of the recipient of the application is indicated (if we are talking about payments for periods from 2017, then it will be the territorial tax office, and compensation for earlier periods is carried out by the corresponding division of the Social Insurance Fund);
  • in the main part of the document, fill in the general details of the enterprise (TIN, KPP, address), as well as the subordination code and registration number of the applicant in the Social Insurance Fund;
  • Next, you must indicate the requested amount and the applicant’s bank details.

Download the application for the allocation of the necessary funds for the payment of insurance coverage. The document must be signed by the manager and chief accountant, and also sealed.

List of documents to confirm FSS expenses

Attention

The following indicators should be reflected in the calculation certificate:

  • the amount of debt on insurance premiums at the beginning/end of the billing period;
  • accrued amount of contributions;
  • additional accrued amount of contributions;
  • the amount of expenses not taken into account;
  • compensation received from the Social Insurance Fund;
  • spent on social benefits funds of the policyholder, etc.

Download a sample of filling out a certificate-calculation form for reimbursement of the Social Insurance Fund ( doc format). Calculation certificate provided when applying for the allocation of funds However, the FSS provided lower departments with a sample Calculation Certificate in an internal letter.


Application for reimbursement As in the case of the Certificate-Calculation form, there is also no legally approved application form for reimbursement. In the same letter, the FSS recommended a single form of application.


It is also published on the websites of FSS branches throughout the country.
Monthly child care allowance: - document confirming labor Relations between the policyholder and the recipient of benefits (work book or employment contract); — application for granting benefits; — order from the organization to provide parental leave; — a copy of the birth certificate of the child being cared for; — a copy of the birth (adoption, death) certificate of the previous child; - a certificate from the place of work (study) of the father (mother, both parents) of the child stating that he (she, they) does not use the specified leave and does not receive benefits, and if the mother (father, both parents) of the child does not work (not studying, not serving), - a certificate from the social protection authorities at the place of residence (place of stay, actual residence) of the mother, father of the child about non-receipt of monthly child care benefits; — calculation of the benefit amount.

List of documents to confirm FSS expenses 2017

Order of the Federal Social Insurance Fund of the Russian Federation No. 381 dated September 26, 2016 Despite the fact that compensation for the costs of paying benefits has been carried out since 2017 tax authorities, the FSS retained the functions of checking the expenditure of paid insurance premiums. In the article we will consider in detail the cases when you should contact the Social Insurance Fund and the tax office, what documents will be needed, what application forms and certificates have been entered, and whether it is possible to reduce insurance premiums. What documents need to be submitted to the Social Insurance Fund for reimbursement? In 2018, organizations may face confusion: in what cases and which body to apply for reimbursement of benefits. The policyholder submits a package of documents to the Social Insurance Fund for compensation when the fact of temporary disability arose before December 31, 2016.