Deadline for submitting the report on the SZV-STAZH form in 2021

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Since the beginning of 2021, insurance premiums have been under the control of the tax service, so all calculations for insurance premiums are now sent to the Federal Tax Service. But the Pension Fund must receive information about the insured persons, so it has developed a whole list of other reports and personalized forms. Among them is the annual SZV-experience report, which we will discuss in this article.

SZV-experience: what kind of report is this?

The SZV-experience report form is approved in Appendix No. 1 to Resolution of the Board of the Pension Fund of the Russian Federation dated December 6, 2018 No. 507P. And in Appendix No. 5 to this resolution the procedure for filling it out is approved.

The SZV-experience report is one of the recently introduced mandatory forms of personalized reporting. Its task is to convey to the Pension Fund those data on the length of service of employees that were previously submitted under the RSV-1 form.

The report is filled out separately for each insured person, and in essence this form is personalized. Although the form is called SZV-experience, it also indicates data on insurance premiums for the employee, and in this part it somewhat duplicates the Calculation of insurance premiums for the tax office.

All legal entities and individual entrepreneurs take the SZV experience. The report is submitted to all insured persons with whom you have concluded employment contracts or civil contracts. Including the leaders of the organization, who are the only participants and owners of the property.

The report is submitted annually; for the first time, employers submitted it in 2018 before March 1. The 2021 report was required to be submitted by March 2, 2021.

You can download the SZV-experience form here.

SZV-STAZH 2021

Related publications

Control over insurance premiums has passed to the tax service since the beginning of 2021, but the Pension Fund of the Russian Federation continues to accept a number of reports from policyholders, including SZV-STAZH - new reporting for all employers. Who is required to submit a new annual report, what is the procedure for filling it out and the deadline for submission - we will talk about all this in our article.

Deadlines for submitting the SZV-experience form

All organizations and their separate divisions, individual entrepreneurs with employees, as well as lawyers and notaries must submit this report. The SZV-experience report is submitted to the territorial office of the Pension Fund of the Russian Federation at the place of registration.

It is presented once a year from January 1 to March 1. The report for 2019 must be submitted by March 2, 2021, the report for 2021 must be submitted by March 1, 2021. Remember that the deadline for submission may be postponed if the last day falls on a weekend or holiday.

Sometimes a report must be submitted during the inter-reporting period:

the employee retires and quits - submit a report with the “Pension Assignment” type within three days from the date of receipt of the application from the employee.
liquidation of an organization - within a month from the date of approval of the interim liquidation balance sheet;
bankruptcy of a company - pass the SZV-experience before submitting a report on the results of bankruptcy proceedings to the arbitration court.

Remember that simultaneously with information on the length of service, the Pension Fund of Russia is waiting for additional information on the EDV-1 form. It must be submitted along with the SZV-experience report. The EDV-1 form was also approved by Resolution of the Board of the Pension Fund of the Russian Federation dated December 6, 2018 No. 507P.

Deadlines for submitting a report when assigning a pension

In 2021, all employers are required to submit a report in the SZV-STAZH form to the territorial bodies of the Pension Fund of the Russian Federation ahead of schedule if their employee (or contractor) is retiring in the near future (for example, wants to apply for an old-age insurance pension). In this case, the employer-insurant is obliged to prepare a report and have time to submit it to the Pension Fund of the Russian Federation within three calendar days from the date the insured person contacts the policyholder. This is provided for in paragraph 2 of Article 11 of the Federal Law of 04/01/1996 No. 27-FZ. In such a situation, the employer must submit a SZV-STAZH report within the specified period with the type of information “Pension assignment”.

In order not to violate the three-day period, calculate it from the date the employer receives the application from the employee. Here is a sample application in which an employee, in order to assign a pension, asks to provide personalized information about his length of service in the form SZV-STAZH. Such a statement might look like this:

There are other cases when you need to take the SZV-STAZH in 2021.

Cases when you need to submit a report	Term
Employee retires	Within three calendar days from the day the employee writes an application to provide individual information
The organization is liquidated within a year	Within a month from the date when the interim liquidation balance sheet was approved
Reorganization is taking place	Within one month from the date the transfer deed was approved. The deadline is the day on which documents for state registration of the reorganization were submitted to the Federal Tax Service. In the case of reorganization in the form of merger with another legal entity, the organization that merges sends information to the Pension Fund no later than the date on which documents for state registration of the reorganization were submitted to the Federal Tax Service
The insured-employer's status as a lawyer or the powers of a notary who is engaged in private practice is terminated	Simultaneously with the application for deregistration as an insured

How to fill out the SZV-experience for employees - future retirees?

Many employers will have to fill out this form for employees retiring. Therefore, we provide a detailed procedure for filling out the report.

First of all, when an employee is preparing to retire due to old age or disability, he turns to the policyholder with a request to submit a SZV-experience report for him with the type “Pension Assignment”. The employer is obliged to satisfy this request so that the months worked in the current year are included in the employee’s length of service.

In this case, ask the employee for an application to submit a SZV-experience report to the Pension Fund (a sample application is given below). After this, prepare a report on the employee and send it to the Pension Fund no later than three calendar days from the date of submission of the application. This procedure is provided for in paragraph 2 of Article 11 of Federal Law No. 27-FZ of April 1, 1996.

Sample application:
To the director of Romashka LLC, I.I. Ivanov, and florist P.P. Petrova.
STATEMENT.
In accordance with paragraph 2 of Article 11 of Federal Law No. 27-FZ of April 1, 1996 and Part 6 of Art. 21 of Federal Law No. 400-FZ of December 28, 2013, I inform you that on June 17, 2021 I will turn 56 years old. In connection with reaching retirement age and having the necessary work experience, from June 17, 2021, I have the right to receive an old-age pension.
Please provide the necessary personalized accounting information in the SZV-STAZH form, necessary for assigning a pension, to the territorial office of the Pension Fund of the Russian Federation within 3 calendar days from the date of submission of this application.
05/10/2020 Petrova P.P. ___________

When filling out the SZV-experience form in the name of an employee - a future pensioner, make the following notes:

in the “Information Type” section, mark the “Pension Assignment” field with a cross;
in section 2, enter the current year;
in section 3, indicate the periods when the person worked, was on vacation, was on sick leave, or was absent from the workplace for other reasons;
in column 7, enter the expected date of retirement: if the employee’s application was written before reaching retirement age, then this is his closest date of birth; if the application is written after reaching retirement age, this is the date when the employee plans to provide documents to the Pension Fund (in this case, ask the employee to indicate the date in his application);
in column 11 you need to indicate the period of work in special conditions, hazardous work. This applies to those who have the right to retire early. For the same reasons, columns 8-10, 12, 13 are filled in;
in section 4, indicate whether pension insurance contributions have been accrued for the period specified in section 3 - put an X;
Section 5 should be completed only if the future pensioner worked in hazardous industries for which there is an agreement with the NPF on early pension provision. Indicate the periods for which contributions were paid.
attach the EDV-1 inventory to the SZV-experience form: in the “Reporting period” field put “0”, in the “Year” field - the year of submission of information, in the field with the type of information “Initial” put a cross and indicate the number of employees for whom you are submitting information .

What is the meaning of the abbreviation SZV-M?

In thematic Internet communities there are heated debates about what the decoding of the SZV-M form is.

The most common options:

information on earnings (remuneration) submitted monthly;
information about the insured (incoming), submitted monthly, with explanations of the abbreviation:
“B” - incoming information (submitted to the Pension Fund); the letter “I” is used to encode documents originating from the Pension Fund;
“M” - indicates the frequency of reporting, i.e. monthly.

And if the first version of the decoding does not even meaningfully relate to the SZV-M form (it does not contain information about employee remuneration), then the second does not seem to be erroneous, since it carries the semantic load of the report and coincides with the name of the form indicated in the document that approved it.

But, in fact, it is not an abbreviation, but only a symbol, i.e. a unified code approved by Pension Fund documents. Evidence of this will be discussed below.

For information on the required details in the report file name, read the article “PFR territorial body code for SZV-M” .

The SZV-M form was approved by the resolution of the Board of the Pension Fund of the Russian Federation “On approval of the form “Information about insured persons”” dated 01.02.2016 No. 83p).

For other accounting documents, not only legally approved forms are provided, but also instructions for filling them out.

If you carefully review the instructions, in the table “List of Persuchet Document Forms” the names of the reports are located in the “Symbol” column. And an analysis of the correlation between the columns “Name of the form” and “Symbol” will not give us confirmation that the names of the Pension Fund forms are compiled by abbreviation.

Let's compare:

SZV-M “Information about insured persons”;
ADV-3 “Application for issuance of a duplicate insurance certificate”;
ADI-7 “Insurance certificate of compulsory pension insurance” (a document issued by the Pension Fund of the Russian Federation, with the letter “I” in the designation).

Thus, it is obvious that in the instructions itself the Pension Fund enshrines symbols (codes) that define reporting features that correspond to certain forms of accounting and are in no way strictly related to their names. This can be confirmed in the basics of archiving.

Our website materials will help you fill out the SZV-M:

“How to fill out the SZV-M report”;
“We reflect vacation at our own expense in SZV-M”;
“Filling out the SZV-M form and contract agreement”;
“Can SZV-M be sent (handed in) by mail?”,

as well as our checklist.

If you are late with your report, look at the Review from ConsultantPlus. Perhaps you will find arguments in it that will help you reduce the amount of the fine. A free trial of full access to the legal system is available.

Rules for filling out the SZV-experience report in the general manner

The employer fills out each form for one employee and certifies the report. You can fill out the form by hand in block letters or using a computer. The ink color when filling out the report can be any color except red and green. Marks and corrections are unacceptable. The SZV-experience report can be submitted on paper and electronically.

To fill out the report, the employer must have information about his employee:

data on salaries and all other payments and remunerations;
data on contributions - accrued, additionally accrued and withheld;
information about the employee's work experience.

The SZV-experience form is filled out for all citizens with whom labor, copyright or civil law contracts have been concluded, including directors of organizations, if an agreement has been concluded with them. It is interesting that the Pension Fund will expect SZV-experience even for those individuals who are insured and have unemployed status: this data will be presented by the employment service.

Features when filling out a report

Let's go through the sections of the form.

Section 1 “Information about the policyholder” - indicate your registration number in the Pension Fund, TIN, KPP, abbreviated name of the organization. Pay attention to the field “Registration number in the Pension Fund of Russia”. In it, indicate the policyholder's registration number of 12 characters. In the “TIN” field, indicate the individual number of the organization or individual entrepreneur of 10 or 12 characters, and if there are empty cells left, put dashes.

In the “Information Type” field, mark the desired type of report with an “X”: initial, supplementary, or pension assignment. When submitting a report according to the latter type, the form is submitted without connection with reporting deadlines, and only for those employees who need to take into account their work experience for the current calendar year to establish a pension. We send a supplementary report to the Pension Fund for employees who for some reason were not included in the main report.

Section 2 “Reporting period” - indicate the year for which you are submitting the report. If you report when an employee retires, the current year.

Section 3 “Information about the period of work of insured persons” is presented in the form of a table with columns. Assign a serial number to each covered employee, even if the job information spans multiple lines.

in columns 2-5, indicate the full name and SNILS of the employee;
in columns 6-7 the start and end dates of work. Indicate the dates within the reporting period that you indicated in the second section of the report. If there was a break in your work experience, start a new line, but do not duplicate the employee’s data and SNILS number.
in column 8, indicate the code of territorial conditions in accordance with the section of the Classifier;
in column 9, indicate the code of special working conditions that give the right to early assignment of a pension. Codes of special conditions are indicated in accordance with the corresponding section of the classifier. The code must be indicated for the period of work giving the right to early retirement if the working conditions were classified as harmful or dangerous and contributions were paid for them at additional rates. This also includes periods during which the employer paid contributions for the employee under early non-state pension agreements;
in columns 10 and 11 - indicate the code of the basis on which the insurance period is calculated, as well as additional information for each period from columns 6-7: whether there were maternity leaves, leaves without pay, advanced training, etc.
in columns 12 and 13 - indicate information about the conditions for early assignment of a pension
in column 14 - only if the employee quits on the last day of the year

Sections 4 and 5 should only be completed when assigning a pension.

How to reflect the assignment of a pension

It is legislatively established which report must be submitted to the Pension Fund if an employee retires, in Resolution of the Pension Fund Board No. 3p dated January 11, 2017. Regardless of whether you are submitting a form on insurance experience at the end of the year or in connection with the employee’s retirement, you must use the SZV-STAZH form.

First, indicate the registration data of the policyholder: number in the Pension Fund of the Russian Federation, INN, KPP, name. To show that you are submitting a report when an employee retires, you need to check the appropriate field (“Pension assignment”) in the “Information Type” sign (in the upper right corner). Then the remaining sections are filled in.

Usually, when filling out section 1 (“Information about the policyholder”) and section 2 (“Reporting year”), no questions arise, especially since this is a repetition of registration data. It is much more difficult to understand section 3 - the table “Information about the periods of work of insured persons”. When you get to this section, keep the following rules in mind:

Last name, first name, patronymic and SNILS are copied from official documents, and not indicated from memory.
Operating periods are indicated only within the reporting year. For example, an employment contract was concluded with Sergei Petrovich Ivanov in 2015, which means that the beginning of the period for filling out SZV-STAZH upon retirement is recognized as 01/01/2020. As for the date of dismissal, it is possible to indicate the planned date. If the employee has not yet reached retirement age, but is already planning to apply for a pension, then indicate his date of birth. If the employee has already reached the age giving the right to a well-deserved rest, it is allowed to enter the date when he plans to submit documents to the Pension Fund. Let us remind you that this column also indicates the dates when the person was sick, was on vacation at his own expense, or did not work for other reasons. Clarifications for these periods are given in column 11. We have collected the main codes for such cases in a table.

Code	Full name
CHILDREN	Holiday to care for the child
DECREE	Maternity leave
AGREEMENT	Work under a GPC agreement
UVPERIOD	Working within an extended billing period
DLOTPUT	Paid holiday
ADMINISTR	Leave without pay
VRNETRUD	Period of temporary incapacity for work
WATCH	Shift rest
QUALIFY	Off-the-job training
SOCIETY	Performance of state or public duties
SDKROV	Days of blood donation and days of rest provided on this basis
SUSPENDED	Entered into the SZV-STAZH for a working pensioner, if the removal from work (non-admission) was not due to the fault of the employee
SIMPLE	Downtime due to the employer's fault
ACCEPTANCE	Additional leave when combining work and study
MEDNETRUD	The period during which a pregnant woman, for medical reasons, was transferred from a job giving the right to an early pension to a job that excludes exposure to adverse production factors. The period when the pregnant woman did not work until the issue of providing her with another job was decided in accordance with the medical report.
NEOPLAUT	Period of work under the copyright agreement
DOPVIKH	Additional days off for carers of disabled children

Columns 8, 9, 10, 12,13 SZV-STAZH are filled out if necessary, for example, such as filling out SZV-STAZH for early retirement, indicating special territorial conditions or hazardous working conditions. The codes are presented in the appendix to the procedure for filling out the form.
The last column - 14 - is filled in only in one case: if the employee quits on December 31. It should be marked not with a specific date, but with an X.

After the tabular part, Section 4 is filled out. It states whether insurance premiums have been paid for the period specified in the report. As officials explain, the field with the answer “Yes” must be filled out even if contributions for the employee have not yet been transferred, but the employer does not refuse to do this in a timely manner.

As for contributions at the additional tariff, this question is answered only by those organizations for which such an obligation is provided. Others do not fill out this field.

IMPORTANT!

The report form does not provide for filling out data on the nature of the work performed in SZV-STAZH; the Pension Fund of Russia is only interested in information about working conditions.

Section 5 does not need to be completed if the employer did not transfer money under early pension agreements.

All that remains is to clarify who is responsible for submitting the report, sign it and indicate the dates of sending to the Pension Fund.

In what form is the SZV internship submitted?

When the form is filled out, we indicate the position of the manager and certify the report with his signature; if available, we affix a stamp. Before sending the SZV-experience forms to the Pension Fund, we collect them in a bundle and make an inventory of them according to the OVD-1 form, without which the reports will not be accepted.

You can submit your work experience in paper or electronic form - it depends on the number of people whose work experience information is submitted by the employer. If there are 25 or more, information can be submitted on paper; if there are less than 25, only electronic submission is acceptable.

It will be possible to submit the SZV-experience report in 2021 from the online service Kontur.Accounting. By the end of calendar year 2021, we will have this form available in the service. Also with us you can keep records, calculate salaries, send reports, use the support of our experts and other service capabilities. The first 14 days of operation are free for all new users.

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