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Regulation (EC) No 987/2009 of the European Parliament and of the CouncilShow full title

Regulation (EC) No 987/2009 of the European Parliament and of the Council of 16 September 2009 laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems (Text with relevance for the EEA and for Switzerland)

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  1. Introductory Text

  2. TITLE I GENERAL PROVISIONS

    1. CHAPTER I Definitions

      1. Article 1.Definitions

    2. CHAPTER II Provisions concerning cooperation and exchanges of data

      1. Article 2.Scope and rules for exchanges between institutions

      2. Article 3.Scope and rules for exchanges between the persons concerned and institutions

      3. Article 4.Format and method of exchanging data

      4. Article 5.Legal value of documents and supporting evidence issued in another Member State

      5. Article 6.Provisional application of legislation and provisional granting of benefits

      6. Article 7.Provisional calculation of benefits and contributions

    3. CHAPTER III Other general provisions for the application of the basic Regulation

      1. Article 8.Administrative arrangements between two or more Member States

      2. Article 9.Other procedures between authorities and institutions

      3. Article 10.Prevention of overlapping of benefits

      4. Article 11.Elements for determining residence

      5. Article 12.Aggregation of periods

      6. Article 13.Rules for conversion of periods

  3. TITLE II DETERMINATION OF THE LEGISLATION APPLICABLE

    1. Article 14.Details relating to Articles 12 and 13 of the basic Regulation

    2. Article 15.Procedures for the application of Article 11(3)(b) and (d), Article 11(4) and Article 12 of the basic Regulation (on the provision of information to the institutions concerned)

    3. Article 16.Procedure for the application of Article 13 of the basic Regulation

    4. Article 17.Procedure for the application of Article 15 of the basic Regulation

    5. Article 18.Procedure for the application of Article 16 of the basic Regulation

    6. Article 19.Provision of information to persons concerned and employers

    7. Article 20.Cooperation between institutions

    8. Article 21.Obligations of the employer

  4. TITLE III SPECIAL PROVISIONS CONCERNING THE VARIOUS CATEGORIES OF BENEFITS

    1. CHAPTER I Sickness, maternity and equivalent paternity benefits

      1. Article 22.General implementing provisions

      2. Article 23.Regime applicable in the event of the existence of more than one regime in the Member State of residence or stay

      3. Article 24.Residence in a Member State other than the competent Member State

      4. Article 25.Stay in a Member State other than the competent Member State

      5. Article 26.Scheduled treatment

      6. Article 27.Cash benefits relating to incapacity for work in the event of stay or residence in a Member State other than the competent Member State

      7. Article 28.Long-term care benefits in cash in the event of stay or residence in a Member State other than the competent Member State

      8. Article 29.Application of Article 28 of the basic Regulation

      9. Article 30.Contributions by pensioners

      10. Article 31.Application of Article 34 of the basic Regulation

      11. Article 32.Special implementing measures

    2. CHAPTER II Benefits in respect of accidents at work and occupational diseases

      1. Article 33.Right to benefits in kind and in cash in the event of residence or stay in a Member State other than the competent Member State

      2. Article 34.Procedure in the event of an accident at work or occupational disease which occurs in a Member State other than the competent Member State

      3. Article 35.Disputes concerning the occupational nature of the accident or disease

      4. Article 36.Procedure in the event of exposure to the risk of an occupational disease in more than one Member State

      5. Article 37.Exchange of information between institutions and advance payments in the event of an appeal against rejection

      6. Article 38.Aggravation of an occupational disease

      7. Article 39.Assessment of the degree of incapacity in the event of occupational accidents or diseases which occurred previously or subsequently

      8. Article 40.Submission and investigation of claims for pensions or supplementary allowances

      9. Article 41.Special implementing measures

    3. CHAPTER III Death grants

      1. Article 42.Claim for death grants

    4. CHAPTER IV Invalidity benefits and old-age and survivors’ pensions

      1. Article 43.Additional provisions for the calculation of benefit

      2. Article 44.Taking into account of child raising-periods

      3. Article 45.Claim for benefits

      4. Article 46.Certificates and information to be submitted with the claim by the claimant

      5. Article 47.Investigation of claims by the institutions concerned

      6. Article 48.Notification of decisions to the claimant

      7. Article 49.Determination of the degree of invalidity

      8. Article 50.Provisional instalments and advance payment of benefit

      9. Article 51.New calculation of benefits

      10. Article 52.Measures intended to accelerate the pension calculation process

      11. Article 53.Coordination measures in Member States

    5. CHAPTER V Unemployment benefits

      1. Article 54.Aggregation of periods and calculation of benefits

      2. Article 55.Conditions and restrictions on the retention of the entitlement to benefits for unemployed persons going to another Member State

      3. Article 56.Unemployed persons who resided in a Member State other than the competent Member State

      4. Article 57.Provisions for the application of Articles 61, 62, 64 and 65 of the basic Regulation regarding persons covered by a special scheme for civil servants

    6. CHAPTER VI Family benefits

      1. Article 58.Priority rules in the event of overlapping

      2. Article 59.Rules applicable where the applicable legislation and/or the competence to grant family benefits changes

      3. Article 60.Procedure for applying Articles 67 and 68 of the basic Regulation

      4. Article 61.Procedure for applying Article 69 of the basic Regulation

  5. TITLE IV FINANCIAL PROVISIONS

    1. CHAPTER I Reimbursement of the cost of benefits in application of Article 35 and Article 41 of the basic Regulation

      1. Section 1 Reimbursement on the basis of actual expenditure

        1. Article 62.Principles

      2. Section 2 Reimbursement on the basis of fixed amounts

        1. Article 63.Identification of the Member States concerned

        2. Article 64.Calculation method of the monthly fixed amounts and the total fixed amount

        3. Article 65.Notification of annual average costs

      3. Section 3 Common provisions

        1. Article 66.Procedure for reimbursement between institutions

        2. Article 67.Deadlines for the introduction and settlement of claims

        3. Article 68.Interest on late payments and down payments

        4. Article 69.Statement of annual accounts

    2. CHAPTER II Reimbursement of unemployment benefits pursuant to Article 65 of the basic Regulation

      1. Article 70.Reimbursement of unemployment benefits

    3. CHAPTER III Recovery of benefits provided but not due, recovery of provisional payments and contributions, offsetting and assistance with recovery

      1. Section 1 Principles

        1. Article 71.Common provisions

      2. Section 2 Offsetting

        1. Article 72.Benefits received unduly

        2. Article 73.Provisionally paid benefits in cash or contributions

        3. Article 74.Costs related to offsetting

      3. Section 3 Recovery

        1. Article 75.Definitions and common provisions

        2. Article 76.Requests for information

        3. Article 77.Notification

        4. Article 78.Request for recovery

        5. Article 79.Instrument permitting enforcement of the recovery

        6. Article 80.Payment arrangements and deadlines

        7. Article 81.Contestation concerning the claim or the instrument permitting enforcement of its recovery and contestation concerning enforcement measures

        8. Article 82.Limits applying to assistance

        9. Article 83.Periods of limitation

        10. Article 84.Precautionary measures

        11. Article 85.Costs related to recovery

        12. Article 86.Review clause

  6. TITLE V MISCELLANEOUS, TRANSITIONAL AND FINAL PROVISIONS

    1. Article 87.Medical examination and administrative checks

    2. Article 88.Notifications

    3. Article 89.Information

    4. Article 90.Currency conversion

    5. Article 91.Statistics

    6. Article 92.Amendment of the Annexes

    7. Article 93.Transitional provisions

    8. Article 94.Transitional provisions relating to pensions

    9. Article 95.Transitional period for electronic data exchanges

    10. Article 96.Repeal

    11. Article 97.Publication and entry into force

  7. Signature

    1. ANNEX 1

      Implementing provisions for bilateral agreements remaining in force and new bilateral implementing agreements

      1. BELGIUM — DENMARK

      2. BELGIUM — GERMANY

      3. BELGIUM — IRELAND

      4. BELGIUM — SPAIN

      5. BELGIUM — FRANCE

      6. BELGIUM — ITALY

      7. BELGIUM — LUXEMBOURG

      8. BELGIUM — NETHERLANDS

      9. BELGIUM — UNITED KINGDOM

      10. BULGARIA — CZECH REPUBLIC

      11. BULGARIA — GERMANY

      12. CZECH REPUBLIC — SLOVAKIA

      13. DENMARK — IRELAND

      14. DENMARK — GREECE

      15. DENMARK — SPAIN

      16. DENMARK — FRANCE

      17. DENMARK — ITALY

      18. DENMARK — LUXEMBOURG

      19. DENMARK — NETHERLANDS

      20. DENMARK — PORTUGAL

      21. DENMARK — FINLAND

      22. DENMARK — SWEDEN

      23. DENMARK — UNITED KINGDOM

      24. GERMANY — FRANCE

      25. GERMANY — ITALY

      26. GERMANY — LUXEMBOURG

      27. GERMANY — NETHERLANDS

      28. GERMANY — AUSTRIA

      29. GERMANY — POLAND

      30. ESTONIA — UNITED KINGDOM

      31. IRELAND — FRANCE

      32. IRELAND — LUXEMBOURG

      33. IRELAND — NETHERLANDS

      34. IRELAND — SWEDEN

      35. IRELAND — UNITED KINGDOM

      36. GREECE — NETHERLANDS

      37. SPAIN — FRANCE

      38. SPAIN — ITALY

      39. SPAIN — NETHERLANDS

      40. SPAIN — PORTUGAL

      41. SPAIN — SWEDEN

      42. SPAIN — UNITED KINGDOM

      43. FRANCE — ITALY

      44. FRANCE — LUXEMBOURG

      45. FRANCE — NETHERLANDS

      46. FRANCE — PORTUGAL

      47. FRANCE — UNITED KINGDOM

      48. ITALY — LUXEMBOURG

      49. ITALY — NETHERLANDS

      50. ITALY — UNITED KINGDOM

      51. LUXEMBOURG — NETHERLANDS

      52. LUXEMBOURG — SWEDEN

      53. LUXEMBOURG — UNITED KINGDOM

      54. HUNGARY — UNITED KINGDOM

      55. MALTA — UNITED KINGDOM

      56. NETHERLANDS — PORTUGAL

      57. NETHERLANDS — UNITED KINGDOM

      58. PORTUGAL — UNITED KINGDOM

      59. FINLAND — SWEDEN

      60. FINLAND — UNITED KINGDOM

      61. SWEDEN — UNITED KINGDOM

    2. ANNEX 2

      Special schemes for civil servants

      1. A. Special schemes for civil servants which are not covered by...

      2. B. Special schemes for civil servants which are not covered by...

      3. C. Special schemes for civil servants which are not covered by...

    3. ANNEX 3

      Member States claiming the reimbursement of the cost of benefits in kind on the basis of fixed amounts

      1. IRELAND

      2. SPAIN

      3. ITALY

      4. MALTA

      5. THE NETHERLANDS

      6. PORTUGAL

      7. FINLAND

      8. SWEDEN

      9. UNITED KINGDOM

    4. ANNEX 4

      Details of the database referred to in Article 88(4) of the implementing Regulation

      1. 1. Content of the database

      2. 2. Administration of the database

      3. 3. Access

      4. 4. Security

      5. 5. Language Regime

    5. ANNEX 5

      Member States determining, on a reciprocal basis, the maximum amount of reimbursement referred to in the third sentence of Article 65(6) of the basic Regulation, on the basis of the average amount of unemployment benefits provided under their legislations in the preceding calendar year

      1. BELGIUM

      2. CZECH REPUBLIC

      3. GERMANY

      4. AUSTRIA

      5. SLOVAKIA

      6. FINLAND

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