SZV-experience: sample filling in 2021, deadlines and procedure for submission

SZV-STAZH - what kind of reporting is this?

The SZV-STAZH report should be considered as a form that each business entity with employees must send to the Pension Fund of Russia in order to provide the fund with data on seniority. It replaced the previously used RSV-1 report, but only with regard to information about persons working in the organization, as well as those involved under contract agreements.

At first glance, this form resembles another new report for the Pension Fund - SZV-M. It was also introduced not long ago to transfer information about pensioners who are still performing work duties to the Pension Fund.

However, upon closer examination, it becomes clear that SZV-STAZH is a more extensive source of data than SZV-M. It contains not only personal information about the employee and his SNILS number, but also the dates of the beginning and end of work in the business entity.

This report also shows periods during which the employee’s job was retained, but during this time he did not actually work. Such periods include sick periods, unpaid leaves, periods of childcare, etc.

The law established the obligation of a business entity to issue a copy of this report to an employee upon dismissal of the latter.
In such a situation, the form must be filled out for him alone, printed and submitted along with other mandatory documents on the final day of work. Attention: when submitting a report, an attachment to it is the EDV-1 form, which includes data on contributions accrued and sent to the Federal Tax Service for a given period.
The need to provide such data arises from the fact that reports on contributions in total terms during the year are provided only to the tax authority. If an employee of an organization retires, the business entity must fill out and submit to the fund the SZV-STAZH form for the correct calculation of pension payments.

How to fill out a new form

The new report consists of five sections, which must be filled out sequentially, in accordance with Resolution of the Board of the Pension Fund of the Russian Federation dated December 6, 2018 No. 507p. Brief instructions for filling out the SZV-STAZH are as follows:

1. Fill out section No. 1 “Information about the policyholder”: PFR registration number, TIN, KPP and short name of the person submitting the report.
2. Select the type of information to be submitted.
3. Specify the reporting period - calendar year.
4. The main thing is data on the insurance experience of the insured persons. This is section No. 3, a table intended for information about employees:
   column 1 - record number in order;
5. columns 2-4 - last name, first name and patronymic of the person;
6. column 5 - SNILS;
7. columns 6 and 7 - periods of work, the start and end dates of the periods are indicated in the format DD.MM.YYYY;
8. columns 8-10, 12 and 13 are filled in if the working conditions of the person in respect of whom the corresponding line is filled out allow him to count on early retirement; the columns indicate codes of circumstances giving this right;
9. column 11 - additional information, for example, about vacations or sick leave;
10. Column 14 is filled in if the date of dismissal of the employee falls on December 31 of the reporting year, in this case an “X” is placed in the column.
11. Section No. 4 of the form is filled out only if its type is “Pension assignment”. In this case, the sign “X” indicates the accrual of insurance premiums for the periods specified in section 3.
12. Section No. 5 is intended for cases where there are pension agreements for early non-state pension provision and only with the “Pension Assignment” report type.
13. In conclusion, filling out the SZV-STAZH form in 2021 is completed with the signature of the head of the organization or the person authorized to sign the appropriate power of attorney, the date of compilation and the seal of the company, if any, are affixed.

ConsultantPlus experts analyzed what forms and deadlines exist for submitting reports on personalized accounting in 2021. Use these instructions for free.

Who must submit the SZV-STAZH form?

The law directly states which business entities are required to submit the specified form.

This list includes:

• Companies and institutions of any form of ownership that have formalized labor agreements with employees and contract agreements. They may also have branches and representative offices that are registered in the prescribed manner;
• Individuals who operate in the individual entrepreneur format, as well as lawyers, notaries and similar persons who engage personnel under contracts.

Attention: it follows that the main criterion is the hiring of workers, to whom remuneration is calculated and insurance premiums are paid. If there are any, then the business entity submits the form unconditionally.

Deadlines for passing SZV-STAZH in 2021

It has been established that SZV-STAZH is an annual report. This means that you only need to fill it out and send it to the pension authority once a year. According to the law, this must be completed before March 1 of the reporting year. If the specified date coincides with a weekend or holiday, then the deadline for sending must be moved to the next working day.

In 2021, you must report in the SZV-STAZh format by March 1, 2019 for the past 2021. Since March 1 is Friday, this day cannot be transferred.

The deadlines for submission in 2021 on paper do not differ from submission via the Internet.

However, there are situations in which the report submission dates change:

• If an employee resigns, then it is necessary to draw up and hand over completed reports to him on his final working day;
• If an employee applies for a pension for the first time, then after receiving a request from the fund, the business entity must draw up and submit a report on it within three days.

Possible errors in SZV-STAZH

All SZV-STAZH reports submitted to the Pension Fund are checked for errors. The most common of them:

• incorrect indication of the period of employment relationship;
• errors in the data of the insured person;
• use of an incorrect digital signature.

Identified errors are divided according to the degree of “criticality” - from 10 to 50:

• Reports with codes 10 ─ 20.

Pension Funds are accepted. Resolving these errors is optional.

• Reports with codes 30 ─ 40.

Accepted, but partially. In this case, the policyholder needs to provide corrective data, since the original SZV-STAZH contains inaccurate information.

• Reports with code 50.

Pension Funds are not accepted.

The nature of the error affects whether the fund will be able to take into account the information provided on the ILS of specific insured persons. The type of submission of corrective data by the policyholder depends on this (SZV-STAZH with the “Additional” type, SZV-KORR with the “Corrective”, “O” type of information).

Delivery methods

It has been established that the SZV-STAZH form can be transferred to the Pension Fund in several ways:

• You can fill out the report on a computer, print it out and give it to the inspector personally. In this case, you must have two copies of it - the second one must be marked upon receipt of the form. Sometimes, at the time of submission on paper, you need to provide an electronic file on a medium (disk, flash drive, etc.). This method of submitting a report is available only to those business entities whose number of hired personnel does not exceed 25 people.
• You can send the report electronically using the EDI system. To do this, the subject must have an electronic signature and conclude an agreement with a specialized service. This method is mandatory for those employers who have more than 25 employees. Up to this amount, you can submit electronically if you wish.

Report submission form

The form contains information both about the business entity itself and about its employees, for whom the company accrued and paid contributions.

Attention: together with the SZV-STAZH form, you must also send the EDV-1 inventory.

This document must indicate information about the business entity, as well as the amount of the balance of contributions at the beginning of the period, accrued and paid during the period. Additionally, here you must indicate the number of employees with whom the company has signed employment agreements.

Sample of filling out SZV-STAZH in 2019

Section No. 1 – Information about the policyholder

At the very top is the registration number assigned to the business entity in the Pension Fund.

Then the TIN and checkpoint codes are indicated. The company’s TIN code includes 10 characters, and the two cells that turn out to be empty after filling will need to be crossed out. The entrepreneur, in turn, has a TIN code that includes 12 characters, but is not assigned a checkpoint code.

Next, you need to write down the short name of the company or full name in the report. entrepreneur. This information must be taken from the registration documents.

The “Information type” column can take the following values:

Section No. 2 - Reporting period

In this section you must enter the number of the year for which the report is being sent.

Section No. 3 – Information about the period of work of the insured persons

This section looks like a table where you need to enter information about all employees with whom employment contracts or contract contracts were concluded during the reporting year.

In the columns “Last name”, “First name” and “Patronymic” the specified personal information for each employee is entered.

In the next column of SNILS, you must indicate the number assigned to each employee in the Pension Fund of Russia.

The column “Operation period” is divided into two parts. On the left you need to write down the date from which the employee began performing work duties in the company. The day on which he quit is recorded on the right. If an employee has worked for the organization for the entire year, then the beginning and end days of the calendar year are recorded in these columns.

A situation may arise in which one employee will have several periods of work at once. This can happen if, for example, he quit and then returned to this institution again in the same year.

In this case, both periods are entered, placing the lines one below the other. The personal data of such an employee (full name and SNILS number) must be entered only once, in the first line. In the remaining rows these columns are left empty.

In a situation where an employee retires and a report is drawn up due to this event, then in the last column it is necessary to indicate the day of the expected start of the rest.

If a citizen performed work in accordance with the concluded GPC agreement, then the dates of its validity period must be entered in the columns.

In the “Territorial conditions” column, it is necessary to indicate a code that determines the employee’s performance of duties in special environmental conditions.

Example codes:

A complete list of codes is provided in the instructions for filling out the form.

A code is entered in the “Special conditions” column when the employee performed work in conditions with harmful factors. Such work gives the right to retire at an early age. However, when indicating this period, there is a peculiarity - if there was such work, but all the necessary documents were not completed for confirmation, then this benefit cannot be used.

Example codes:

A complete list of codes is also provided in the instructions for filling out the form.

Column 10 should contain a code indicating length of service. In this case, column 11 contains the duration of this period in months and days.

A complete list of possible codes is in the instructions for the form.

The column “Information about the dismissal of the insured person” should include a checkbox only if the day of dismissal of the employee is December 31.

Section No. 4 – Information on accrued (paid) insurance contributions for compulsory pension insurance

Information is entered into this section only if the employee for whom the report is being prepared retires. There are two columns here in the form of questions that need to be answered by checking the boxes.

Section No. 5 – Information on paid pension contributions in accordance with pension agreements for early non-state pension provision

This section should also only be completed when the employee is about to retire. In the section it is necessary to note the periods for which contributions were calculated, and also indicate whether they were paid.

Filling out the SZV-STAZH form - sample filling

A draft resolution of the Pension Fund of Russia has been published, which presents updated versions of reports in the field of personalized accounting. The changes will affect both annual and monthly forms. No radical changes are expected in the SZV-STAZH form. The “header” of the document will change, from which duplicate lines indicating the TIN, KPP and registration number of the policyholder have been removed. The name of column 14 of section 3 “Information on the dismissal of the insured person” will also change: in the draft it is called “Information on the dismissal of the insured person / information on the periods counted in the insurance period of the unemployed.” Accordingly, some provisions of the Procedure for filling out the form will change.

SZV-STAZH, the new form for 2021, as before, is submitted to the Pension Fund along with an inventory of the EDV-1 form. The report must show data for each insured person who works for the reporting employer. If the company employs only a director, who is the sole founder, information on him must be included in the SZV-STAZH report. The filling sample will contain the personal data of the director, regardless of the existence of an employment contract concluded with him. Employment centers report on unemployed citizens registered with the employment services of the Russian Federation.

Read also: Is it necessary to take a zero SZV-INTERVIEW?

The sample for filling out the SZV-STAZH in 2021 will have to correspond to the updated format of the electronic document. The draft resolution presents not only the amended form of the document, but also detailed requirements for the format of the submitted documents.

Processing reports sent to the Pension Fund includes the following steps:

• The sample of filling out the SZV-STAZH for 2021 is checked for compliance with the format according to certain indicators - insurance number, full name. each insured person indicated in the report (a comparison is made between the information reflected in the latest report and data from the personalized accounting database maintained by the Pension Fund);
• Data is transferred to individual personal accounts of insured individuals.

Inventory EDV-1

Along with completing the SZV-STAZH report, the responsible person must also fill out and submit an inventory in the EDV-1 form. It summarizes all the data that was included in the report.

The inventory can be compiled in one of three acceptable formats: “Initial”, “Correcting”, as well as “Cancelling”. The format is selected by marking o in the appropriate window.

Section 1 provides information about the organization. Filling out this information is carried out by analogy with section 1 of the SZV-STAZH form.

In section 2, the “Reporting period” column should always include “0”. The “Year” column records the number of the year for which the report and inventory were prepared.

Section 3 records the total number of employees included in the report.

Section 4 is completed only when the reports contain data in the SZV-ISH and SZV-KORR formats and marked “Special”. The data reflected here must be presented for the entire reporting period.

Section 5 contains information if the report contains data in the SZV-STAZH or SZV-ISKH format for employees who are going to retire early due to special climatic conditions or harmful factors.

How to fill out SZV-STAZH?

The filling sample must contain the following information:

• When completing Section 1, enter the employer's registration number assigned to him upon registration with the Pension Fund of the Russian Federation, and the Taxpayer Identification Number (TIN number (assigned upon registration with the Federal Tax Service). Legal entities must also indicate the checkpoint number. The employer's name is given in abbreviated form.
• The field indicating the type of information submitted is filled in. There are three options: the original form, the supplementary form, or the form submitted when assigning a pension to an employee. An “X” is placed next to the required type.
• In section 2, the sample for filling out the 2021 SZV-STAZH form reflects only one parameter - the reporting period (the year for which personalized accounting data is provided is indicated).
• Section 3 consists of a comprehensive table recording the periods of employment of the insured persons. It contains line-by-line data for each insured employee - full name, SNILS, period of work limited by the reporting interval (if the person quit before the end of the reporting year, the date of termination of the employment contract is set). If necessary, the period can include several lines for one person (if there were breaks in work - maternity leave, sick leave, etc.), and duplication of the citizen’s personal data is not required.
• The presence of periods of work that give a person the right to early retirement must be reflected in column 9 using special codes.
• If special working conditions that give the right to early assignment of a pension cannot be documented, fields 9, 12 and 13 should be left blank.
• When filling out columns 8-13, the codes given in the “Parameters Classifier” appendix to the Procedure for filling out the form are used.
• In column 14, the sample for filling out the SZV-STAZH 2021 when a person is dismissed on the last day of December 2021 will contain the date “12/31/2018”.
• Sections 4 and 5 are filled out only when submitting information such as “Pension assignment”.

Read also: Error codes in SZV-STAZH

Zero reporting on the SZV-STAZH form

The report establishes that it is submitted to the Pension Fund in cases where a business entity has at least one concluded employment agreement. An entrepreneur without employees, as well as a lawyer or notary who works alone, has no obligation to submit this report.

It should be noted that the format of this report implies that the tabular part must contain at least one row of data. Otherwise, it will not be able to pass the entrance control for correct filling.

There is no clear answer for companies regarding the preparation of a zero report. This is due to the fact that this business entity has at least a director named in the Articles of Association.

Therefore, the need to submit a report can be twofold:

• The company does not have a single employment agreement, including with the director. This means there is no need to submit a report. But at the same time, the director must be a hired person from outside, and not the only founder.
• The report must be submitted if an agreement has been concluded with the manager. In addition, this will also have to be done if there is no agreement, but the director is the sole owner. In this case, according to the law, he is considered to be in an employment relationship, regardless of the actual conclusion of the agreement. The report will contain a single line with this person.

Attention: the report will not be considered zero if the organization has employees, but all of them are on vacation without pay. In this situation, they are all entered on the form, indicating the period code.

NEW REPORTING TO THE PFR - FORM SZV-STAGE

SZV-STAZH is a new annual report, which at the end of the year must be submitted to the territorial bodies of the Pension Fund of the Russian Federation at the place of registration of the organization or individual entrepreneur using the labor of hired workers.

The SZV-STAZH form must be submitted to the Pension Fund of the Russian Federation at the place of registration, no later than March 1 of the year following the reporting year. Therefore, for 2021, the SZV-STAZH form must be submitted no later than March 1, 2021.

This form is submitted early in the event of an employee’s retirement and must be submitted within three calendar days from the date the employee contacts the policyholder. Also, the SZV-STAZH is submitted ahead of schedule and in the event of liquidation of the organization, it must be submitted before deregistration with the registration authority of the Pension Fund of Russia.

The SZV-STAZH form is filled out and submitted by policyholders for all insured persons who are in an employment relationship with the policyholder (including with whom employment contracts have been concluded) or who have entered into civil law contracts with him, the subject of which is the performance of work, the provision of services, under copyright agreements order, in favor of the authors of works under agreements on the alienation of the exclusive right to works of science, literature, art, publishing license agreements, license agreements on granting the right to use works of science, literature, art, including remunerations accrued by organizations for managing rights on a collective basis in favor of the authors of works under contracts concluded with users, or with whom employment contracts and (or) civil law contracts have been concluded.

Please note that the new SZV-STAZH form does not cancel the submission of information in the SZV-M form.

The SZV-STAZH form consists of five sections:

Section 1 “Information about the policyholder.” In this section, the policyholder indicates information about himself: registration number in the Pension Fund of Russia, INN, KPP, short name of the organization in accordance with the constituent documents.

In the “Information Type” position, an “X” indicates only one type of form being submitted: original, supplementary, or pension assignment.

Forms with the type of information “Pension Assignment” are submitted to insured persons who, in order to establish a pension, need to take into account the period of work of the calendar year, the deadline for submitting reports for which has not yet arrived.

Forms with the “Additional” type are submitted to insured persons, the data on which, presented in the form with the “Initial” type, is not taken into account on individual personal accounts due to an error contained in them. Those. information on the insured person was previously submitted in the original form, but it was not accepted.

Section 2 “Reporting period”. The year for which the SZV-STAGE form is being submitted is indicated. Accordingly, the “Calendar Year” indicator has a value equal to or greater than “2017”.

Section 3 “Information about the period of work of insured persons.” This section reflects individual information about the length of service of the insured persons. The data in the section is filled in by the policyholder in the nominative case.

In column 1 the numbering is continuous. The number is assigned to the record for a specific insured person. If the data on the period of work of the insured person contains several lines, the number is assigned to the first record for the insured person.

Last name, first name, patronymic of the insured person are indicated if available, but the columns “Last name” and “Name” are required to be filled out. In this case, the data reflected in these columns must correspond to the data specified in the insurance certificate of compulsory pension insurance.

The period of work is indicated within the reporting period indicated in section. 2 forms. If an employee, for example, quit during the year and was rehired, then each period is indicated in a separate line, while the columns “Last name”, “First name”, “Patronymic name”, “SNILS” are filled in once.

The values ​​in columns 8 - 13 of the table are filled in in accordance with the Parameter Classifier given in Resolution of the Pension Fund Board of January 11, 2017 N 3p.

Columns 9, 12 and 13 of the section are not filled in if special working conditions are not documented, or when the employee’s employment in these conditions does not comply with the requirements of current regulatory documents, or when payment of insurance premiums at an additional tariff or pension contributions in accordance with early non-state pension agreements There is no pension provision.

Column 14 “Information on the dismissal of the insured person” is filled in with the symbol “X” only for insured persons whose dismissal date falls on December 31 of the calendar year for which the SZV-STAZH form is being submitted.

Sections 4 “Information on accrued (paid) insurance contributions for compulsory pension insurance” and 5 “Information on paid pension contributions in accordance with pension agreements for early non-state pension provision”. These sections are filled out only for SZV-STAZH forms with the information type “Pension assignment”

The form “Information on the insurance experience of insured persons (SZV-STAZH)” and the procedure for filling it out were approved by Resolution of the Board of the Pension Fund of the Russian Federation dated January 11, 2017 N 3p. The same Resolution approved the format for its presentation in electronic form.

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Fines for failure to submit a report or for failure to issue upon dismissal

There are several fines for failure to submit a report, the amount of which depends on the circumstances of the violation:

• The business entity submitted the report in full, but the deadline established by law was not met - 500 rubles for each employee whose information was not sent on time.
• The report was sent on time, but not all the necessary employees were included - 500 rubles for each employee whose information was not included in the report when submitted.
• The report was submitted to the authority on time and all necessary workers were identified in it. However, during the inspection, the supervisory authority found out that false data was entered into the report for some employees - 500 rubles for each person for whom incorrect data was provided.

Another fine is established in the case where a business entity was required to report only electronically, but submitted the report on paper. Its size is set at 1000 rubles.

Important: since by law the employer is obliged to hand over SZV-STAZH forms with information about him upon dismissal to his former employee, fines have been introduced for violating this obligation. Its size is set at 50,000 rubles.

The same amount of the fine will need to be paid in a situation where an employee is applying for a retirement pension, and the company did not submit information about him to the Pension Fund within the established three-day period.

Tags: ReportingReporting for employees SZV-STAZH