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organising training and setting up networks on the
European Coordination of Social Security Schemes
              in the 27 Member States

              Social security
               coordination
Unemployment benefits
             EC Regulation 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 practice
                  I. 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 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
               Regulation 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. Export 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 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 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 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 - 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/Hungarian 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!

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2011 - Social Security Coördination in Romania

  • 1. organising training and setting up networks on the European Coordination of Social Security Schemes in the 27 Member States Social security coordination
  • 2. Unemployment benefits EC Regulation 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)
  • 3. Romanian practice I. 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
  • 4. Some 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
  • 5. The same implementing problems as under old Regulation 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)
  • 6. II. Export 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
  • 7. Some 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
  • 8. Implementing 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
  • 9. III. 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
  • 10. Reimbursement 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
  • 11. Romanian/Hungarian 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!