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1
Case No. I
• Statement of facts:
- Father self-employed in MS A
- Mother does not pursue any activity as
  employed/self-employed person
- Mother and children live in MS B




                                           2
Applicable rules
• Art. 7: waiving of residence rules
• Art. 10: prevention of overlapping of benefits
• Art. 68 (1) a): priority rules by overlapping:
- 1st: Member State of employment/self-
  employment
- 2nd: MS of pension
- 3rd: MS of residence


                                                   3
• Art. 68 (2): benefits payed according to rules
  with priority, benefits according to other
  conflicting legislation shall be suspended, a
  differential supplement shall be payed if
  necessary




                                                   4
Conclusions
- Employment of the father » priority: MS A
» family benefits in full amount

- Place of residence of the mother » secondary
  applicable rules: MS B » differential
  supplement

- OPINION of Romania - discussion
                                                 5
Hungarian practice
If the father is working in Hungary e.g. child
   home care allowance can be payed directly to
   the mother, taking into account the main
   relevant fact of the case, that based on the
   place of employment the regulation orders to
   apply the Hungarian rules.




                                                  6
Remarks
Regulation:
No difference between the applicable rules on
 which parent is working in that MS
See also: prohibition of diskrimination on place
 of residence or citizenship




                                                   7
Case No. II
Statement of facts:
- the parents come from MS A to MS B to
  work
- residence of the children: MS A




                                          8
Applicable rules – 1.
Children stay in MS A only for studies:
 according to rules of MS B they are to be
 taken into account as residing in the same
 household with the parents
Conclusion: parents entitled for whole amount
 of family benefits in MS B

OPINION of Romania - discussion

                                                9
Applicable rules – 2.
The children stay in MS A in other person’s
 care.
Conclusion: according to the rules of MS B
 children are not in the household of the
 parents, no family benefits can be payed.




                                              10
Remarks
Decisive condition in cases: determination of the
 place of residence – see Art. 1 (j).
Hungarian practice: for determining if the family
 or member of the family is effectively living at
 the given address: the local government’s
 examination for official request




                                                    11
Points to conciliate
1. Determination, verifying of real place of
   residence: according to our inforations
   romanian authorities have few instruments
2. Family benefits similar to child home care
   allowance to be payed to the parent staying
   with the child in another MS
3. Using of languages: our clerks speak English,
   German and Hungarian – information in
   other languages needs extra labour, time and
   costs, but manageable unless other solution.    12
Suggestions
1. Change of e-mail address between Romanian
  offices and Hungary
2. Identification of clients: Hungarian address
  and Hungarian social insurance number
  („TAJ”) – if possible
3. Scheduled information about Romanian
  benefits – to calculate overpayment and
  differential supplement

                                                  13
4. Giving all data known in the case, especially
  the basis of application of the Romanian rules
  – to compare with relations in Hungary
5. Simplification of process – to give the reasons
  if the Romanian office cannot comply with our
  request




                                                     14
10. Forwarding of applications to the other MS –
 at the moment goes slowly, a few cases
 arrived from Romania – problem: clients
 sometimes fail to notify the offices about
 changes in circumstances




                                                   15

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2011 - Application of the Regulation No 883/2004 (EC) in Hungary in cases related to Romania

  • 1. 1
  • 2. Case No. I • Statement of facts: - Father self-employed in MS A - Mother does not pursue any activity as employed/self-employed person - Mother and children live in MS B 2
  • 3. Applicable rules • Art. 7: waiving of residence rules • Art. 10: prevention of overlapping of benefits • Art. 68 (1) a): priority rules by overlapping: - 1st: Member State of employment/self- employment - 2nd: MS of pension - 3rd: MS of residence 3
  • 4. • Art. 68 (2): benefits payed according to rules with priority, benefits according to other conflicting legislation shall be suspended, a differential supplement shall be payed if necessary 4
  • 5. Conclusions - Employment of the father » priority: MS A » family benefits in full amount - Place of residence of the mother » secondary applicable rules: MS B » differential supplement - OPINION of Romania - discussion 5
  • 6. Hungarian practice If the father is working in Hungary e.g. child home care allowance can be payed directly to the mother, taking into account the main relevant fact of the case, that based on the place of employment the regulation orders to apply the Hungarian rules. 6
  • 7. Remarks Regulation: No difference between the applicable rules on which parent is working in that MS See also: prohibition of diskrimination on place of residence or citizenship 7
  • 8. Case No. II Statement of facts: - the parents come from MS A to MS B to work - residence of the children: MS A 8
  • 9. Applicable rules – 1. Children stay in MS A only for studies: according to rules of MS B they are to be taken into account as residing in the same household with the parents Conclusion: parents entitled for whole amount of family benefits in MS B OPINION of Romania - discussion 9
  • 10. Applicable rules – 2. The children stay in MS A in other person’s care. Conclusion: according to the rules of MS B children are not in the household of the parents, no family benefits can be payed. 10
  • 11. Remarks Decisive condition in cases: determination of the place of residence – see Art. 1 (j). Hungarian practice: for determining if the family or member of the family is effectively living at the given address: the local government’s examination for official request 11
  • 12. Points to conciliate 1. Determination, verifying of real place of residence: according to our inforations romanian authorities have few instruments 2. Family benefits similar to child home care allowance to be payed to the parent staying with the child in another MS 3. Using of languages: our clerks speak English, German and Hungarian – information in other languages needs extra labour, time and costs, but manageable unless other solution. 12
  • 13. Suggestions 1. Change of e-mail address between Romanian offices and Hungary 2. Identification of clients: Hungarian address and Hungarian social insurance number („TAJ”) – if possible 3. Scheduled information about Romanian benefits – to calculate overpayment and differential supplement 13
  • 14. 4. Giving all data known in the case, especially the basis of application of the Romanian rules – to compare with relations in Hungary 5. Simplification of process – to give the reasons if the Romanian office cannot comply with our request 14
  • 15. 10. Forwarding of applications to the other MS – at the moment goes slowly, a few cases arrived from Romania – problem: clients sometimes fail to notify the offices about changes in circumstances 15