Retirement benefit

In order to receive the benefit, the following documents must be submitted to the office:

Retirement through Social Security or other bodies

Decision indicating the date of the financial effect of the benefit.

 

Without any access to retirement

In order to receive the benefit, the following documents must be submitted to the office:

  • Statement of working life (issued by INSS)
  • Photocopy of ID card

Invalidity benefit

In order to receive the benefit, the following documents must be submitted to the office:

  • Determination of invalidity

Death Benefit

In order to receive the benefit, the following documents must be submitted to the office:

  • Death certificate
  • Last will and testament
  • Express nomination of beneficiaries
  • Documentation relating to beneficiaries

Serious illness

In order to receive the benefit, the following documents must be submitted to the office:

  • Medical certificate from the INSS or an authorised body.
  • Official certificate of not authorising permanent disability benefit at any level.
  • Written statement from the member stating that the illness results in a reduction in his or her income due to increased expenditure or reduced income.
  • In the case of an application for serious illness of the spouse, descendants or ancestors, an official document proving their relationship.

Long-term unemployment

In order to receive the benefit, the following documents must be submitted to the office:

Last employment relationship as an employee

  • Statement of working life (accrediting the lack of employment during the last 12 months).
  • Certificate of ""registration for work"" at the Employment Office (INEM).
  • Certificate stating that you are not receiving unemployment benefit at the contributive level, a document issued by INEM.
  • A letter signed by the pension plan holder acknowledging that they are unemployed and expressing their wish to receive the pension plan.
  • Document certifying that the participant is legally unemployed in accordance with art. 208 of the LGSS (Social Security General Law), a status that must be accredited in the case of the termination of the last employment relationship of the holder of the plan.

Last employment relationship as self-employed

  • Up-to-date certificate from the National Employment Institute or competent public body, as a job seeker for a minimum period of 12 months.
  • A letter signed by the Pension Plan holder acknowledging that they are unemployed and expressing their wish to receive the Pension Plan.
  • Up-to-date Statement of working life.

Also, if the contributions were made to a mutual society, the following must be provided:

  • Certificate of registration and termination with the relevant mutual society.
  • Certificate from the mutual society certifying that they are not contributing to it.

Individual retirement plans

  • Statement of working life.
  • Certificate of ""registration for work"" at the Employment Office (INEM) or alternative public organisation.
  • A letter signed by the member acknowledging that they are unemployed and expressing their wish to redeem the EPSV.
  • In the case of self-employed workers, the Member must provide the corresponding proof of withdrawal from the Tax on Economic Activities and from the corresponding Social Security System or similar institution.