TRANSFER OF PENSION RIGHTS FROM GREEK PENSION SCHEMES TO THE COMMUNITY SCHEME PURSUANT TO ARTICLE 11 (2) AND (3) OF ANNEX VIII TO THE STAFF REGULATIONS

1. Officials and temporary staff covered by Article 2(a), (c) and (d) of the Conditions of Employment of Other Servants who have acquired pension rights under a Greek social security scheme are notified that it is now possible to transfer these rights to the Community scheme.
   
   Pursuant to the general provisions for giving effect to Article 11(2) of Annex VIII to the Staff Regulations, published in Administrative Notices No 789 of 16 April 1993, applications must be made to your Community institution in writing.
   
   Officials and temporary staff interested in transferring their pension rights should complete and return
   
   
   • the special Greek form attached hereto (Forms in English and French can be obtained from the Administration.),
     
     
   • together with the supporting documents requested by the Greek authorities (see paragraph 4 of the notice)
     
   
   to the administrative department of the institution for which they work.
   
   Please note that if at different times you were employed in the public sector and the private sector, you must complete a separate form for each sector.
   
   The application must be submitted :
   
   
   1. In the case of officials:
      
      within six months of the date of notification of establishment or their re-instatement after a period of leave on personal grounds or secondment (see Article 11(3) of Annex VIII to the Staff Regulations);
      
      
   2. In the case of temporary staff:
      
      within six months of the date on which they complete the period of service necessary to generate entitlement to a Community pension (Article 77 of the Staff Regulations).
      
      Applications must be received by the Community administration before the expiry of the six-month period, failing which they will not be considered unless the delay in submitting the application is due to exceptional circumstances, the causes of which are not attributable to the applicant.
      
      
      

   3. Transitional arrangements
      1. in the case of :
         
         
         • officials already in the service of the Communities
           
           
         • temporary staff who have completed the requirements for a Community retirement pension (Article 77)
           
         
         who are in the service of a Community institution at the time of publication of this notice
         
         or
         
         officials and temporary staff of the European Communities already in receipt of a pension at the time of publication of this notice
         
         and who have not previously been able to exercise their right to transfer their pension rights because of the lack of an agreement with the pension schemes concerned
         
         must submit their application in writing to the administrative department of the institution for which they work
         
         within six months(In accordance with the general implementing provisions of Article 11(2) of the Annex VIII published in administrative notice No 789, 16.4.1993.) of the date of publication of this notice,
         
         
      2. Temporary staff covered by Article 2(a), (c) and (d) of the Conditions of Employment of Other Servants and already in the service of the Communities prior to the date of this notice and who do not yet meet the conditions giving entitlement to a Community retirement pension (Article 77).
         
         MUST SUBMIT THEIR APPLICATION AT THE LATEST WITHIN SIX MONTHS OF THE DATE ON WHICH THEY COMPLETE THE PERIOD OF SERVICE NECESSARY TO GENERATE ENTITLEMENT TO A COMMUNITY PENSION. (Article 77 of the Staff Regulations.)
         
         
      3. Applications must be received by the Community administration before the expiry of the six-month period, failing which they will not be considered, except where the delay in submitting the application is due to exceptional circumstances, the causes of which are not attributable to the applicant.
         
         
      4. Where officials or temporary staff have died before the date of publication of this notice or die within the six months following that date, those entitled to a survivor's pension following such death may qualify for these same transitional arrangements.
         
      
      
      

   4. General remarks
      1. Submission of an application does not commit applicants to a transfer of pension rights at this stage. Individuals will have to take a final decision once they have been informed by the Community administration how a transfer will affect their Community pension.
         
         
      2. Before taking a decision on whether to transfer their pension rights, staff should bear in mind the following:
         
         
         1. As the Staff Regulations currently fix the maximum Community pension at 70% of final basic salary, a higher rate cannot be paid as the result of a transfer.
            
            
         2. Since widows/widowers and orphans are guaranteed a minimum Community pension, a transfer of pension rights may not be of any advantage to such persons, who are therefore requested to contact the Community administration before taking a final decision on a transfer.
            
            
         3. The years of pensionable service credited to the Community scheme as a result of a transfer of pension rights are not taken into consideration for the purposes of calculating the ten years of service necessary to generate entitlement to a Community pension.
            
            
         4. Only pension rights acquired before the applicant entered the service of the European Communities may be transferred, together with any rights acquired during periods of leave on personal grounds or during periods of secondment.
            
            
         5. Where there are several persons entitled to a survivor's pension, the application will not be considered unless it has been duly dated and signed by all those so entitled.
            
         
         
      3. Before taking a final decision on whether to transfer their pension rights (and after they have received the administration's proposal), staff should bear in mind the following:
         
         The transfer entails the loss of all pension rights in respect of the periods transferred and all entitlements arising therefrom under the various national schemes.
         
      
      
      

   5. Supporting documents required by the Greek authorities to be attached to the application
      PUBLIC SECTOR
      
      The following supporting documents are required to calculate the actuarial equivalent of the pension rights of European Community officials to be transferred from the Greek pension fund to the European Community scheme.
      
      
      1. MAIN PENSION
         
         
         1. CIVIL SERVANTS AND OTHERS TREATED AS CIVIL SERVANTS
            
            
            1. An application
               
               
            2. a certificate from the personnel department of the ministry or from the corporate body governed by public law responsible showing all the events in the official's career, namely, appointment, establishment, grade, transfer, promotion, dismissal, resignation, disciplinary proceedings, and allowances granted, stating the corresponding decision of the competent body which approved each change (publication in the Official Journal of the Greek Government) the communication, number and date of the notice, and the date on which the official took up office. It should also state whether the official served continuously or not.
               
               
            3. A certificate from the municipality or area concerning the civil status, year of birth or certified copy from the official's employment file.
               
               
            4. If applicable, a certificate covering years of service in another department, issued on the basis of official information (recruitment and dismissal decisions). If the General Government Accounting Office has issued a document recognising service in the private sector (for the purpose of successive insurance), a copy of the relevant document and a certificate from the liquidator concerning the payment of the additional contribution or the balance outstanding;
               
               
            5. a certificate from the recruitment office concerned (type A) that the official has completed military service and, if applicable, evidence of contributions for this period;
               
               
            6. a certificate concerning the period taken into account for the purposes of the official's appointment;
               
               
            7. a certificate from the relevant paying agency showing the particulars of the income to which the person concerned would be entitled in the month in which the application is presented, based on the current scales and on the number of years served by the official;
               
               
            8. a declaration regarding the period of service performed by the official giving him entitlement to a pension from another organisation, and stating whether during this period he received an allowance;
               
               
            9. an insurance card on which the IKA (social security foundation) stamps are affixed in respect of the period of service with the public law body under Act No 3163/1955 (ONLY for persons covered by the special IKA scheme).
               
            
            
         2. ARMED FORCES
            
            
            1. An application
               
               
            2. a complete copy of the registration card
               
               
            3. evidence of suspension of salary payments
               
               
            4. a certificate in respect of the period of service in territorial units or departments covered by Article 3 of Decree No 142/74, Decree No 179/74 and section 7 of Act 2592/98
               
               
            5. type A certificate
               
               
            6. declaration that the period of service did not give entitlement to pension rights or to payment of an allowance during that time
               
               
            7. certificate of marital status.
               
            
            
         
         
      2. MUTUAL FUND FOR CIVIL EMPLOYEES (MTPY)
         
         
         1. The member applying for an individual share must submit:
            
            
            1. an application
               
               
            2. an endorsed and stamped copy of the decision by the General Government Accounting Office in respect of the payment of the pension
               
               
            3. a certificate concerning changes of department
               
               
            4. a certificate from the military recruitment office type A for male workers. If military service coincides with civil service, the official must also submit a certificate showing any income derived from civil service
               
               
            5. in the case of female workers, a declaration to the effect that no other amount was received from any mutual fund for any reason whatsoever
               
               
            6. salary statement for the last month's salary (quarterly income)
               
               
            7. a certificate covering the years of service prior to establishment, showing the type of employment (contract under private or public law), type (monthly or daily payments) and whether or not amounts were withheld for the mutual fund, and the percentage (1%, 2% or 3%), for the period of service
               
               
            8. teachers seconded to schools abroad are required to present a certificate showing the length of service and type of secondment (with or without pay)
               
               
            9. certificate from the supplementary fund (for years of service covered by Presidential Decree No 4204/61 and Act No 1405/83 relating to continuous insurance, etc.) showing periods of insurance, any pension received or refunds of insurance contributions by this fund.
               
            
            
         2. If a member dies in service:
            
            Survivors are required to submit the above supporting documents (see A).
            
            If the member (A, B) is not entitled to a pension, all the above supporting documents must be submitted, except the copy of the decision by the General Government Accounting Office.
            
            
         3. If the deceased member was entitled to a payment, the following must be submitted:
            
            
            1. an application
               
               
            2. a copy of the decision by the General Government Accounting Office concerning the payment of a pension to the survivors
               
               
            3. a certificate of marital status from the municipality or area to which the person concerned belonged, indicating precisely: (a) the date of death of the member, (b) whether married once, twice or three times and the date of marriage, (c) the names and personal situation of the children (date of birth of boys and girls, and their marital status, (d) whether the marriage subsisted at the time of death or there had been a divorce, and (e) whether the applicant was still a widow
               
               
            4. a declaration by the surviving members of the family as in A.5.
               
            
            
      
      PRIVATE SECTOR
      
      Workers insured with Greek insurance bodies coming under the secretariat-general for social insurance must present the administrative department of the European Communities with the following documents together with their application for the calculation of the actuarial equivalent of their entitlement to be transferred.
      
      
      1. Entitled workers
         
         
         1. Persons insured directly
            
            
            1. supporting documents required under the legislation of the body responsible for the insurance record (for example, insurance card, decisions recognising insurance periods, etc.)
               
               
            2. a certified copy of the identity card or birth certificate
               
            
            
         2. Survivors
            
            In addition to the above documents, survivors must present:
            
            
            1. a certificate of marital status
               
               
            2. certificates of attendance at school, if applicable
               
         
         
      2. Retired persons
         
         
         1. Fully entitled persons
            
            A certified copy of the identity card or birth certificate
            
            
         2. Survivors
            
            
            1. a certificate of the family situation
               
               
            2. a certificate of attendance at school, if applicable.
               
            
            

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   ADDRESSES FOR CORRESPONDENCE
   Further information may be obtained from:
   
   
2. FOR COMMISSION STAFF
   
   IX.B.6 Transfer of Pensions Section, Brussels
   L86, 2/03
   
   
   
   
   

   Mr VERTESSEN	tel: (2)296.31.89
   Mr BRAUN	tel: (2)296.78.91
   Mrs VARDIKA	tel: (2)299.03.32

   
   
   
3. FOR COUNCIL STAFF
   
   Directorate for Personnel and Administration, Brussels
   L175-0370, FK.50
   
   
   
   
   

   Mrs BROKMANN tel: (2)285.61.56
   Mrs CAMPOS	tel: (2)285.72.81
   Mr POURBAIX	tel: (2)285.66.68

   
   
   
4. FOR ECONOMIC AND SOCIAL COMMITTEE STAFF
   
   Directorate-for Administration, Personnel and Finance,
   Recruitment and Personnel Management Division,
   2 rue Ravenstein, Brussels
   
   
   
   

   Mrs HERCZ	tel: (2)546.92.47
   Mr LUX	tel: (2)546.90.26

   
   
   
5. FOR PARLIAMENT STAFF
   
   Pensions and Insurance Department,
   Luxembourg (BAK 2/67)
   
   
   
   

   MrsCRUZ DIAS	tel: (352)4300.24193
   Mr HANS-DIETRICH ROSSOW	tel: (352)4300.27085

   
   
   
6. FOR COURT OF JUSTICE STAFF
   
   Personnel Division
   Section B: Rights under the Staff Regulations, Social Affairs and Pensions
   Bd. K. Adenauer 100, Kirchberg - Luxembourg
   
   
   
   

   Mrs WAGNER	tel: (352)4303.3666
   Mrs SCHINDLBECK	tel: (352)4303.3665

   
   
   
7. FOR COURT OF AUDITORS STAFF
   
   Personnel Division
   12, rue A. de Gasperi, Kirchberg - Luxembourg
   
   
   
   

   Mr. APEL	tel: (352)4398.45635
   Mr KALENTZIS	tel: (352)4398.45256