Reporting campaign for SZV-STAZH for 2021

Personalized accounting information forms

There are several types of forms in which personalized accounting information is submitted. The names of the forms and the cases in which they should be submitted are presented in the table:

When and for whom to apply SZV-STAZH

The deadlines for submitting reports to the Pension Fund are set out in Art. 11 of Law No. 27-FZ.

SZV-STAZH is a report for the calendar year. Employers must report for the past 2021 by March 1, 2021. Since SZV-STAZH is submitted in a single file together with the EDV-1 form, similar deadlines are provided for it.

In practice, situations of early completion of SZV-STAZH are possible. So, for example, if a company is liquidated, then the SZV-STAZH report for the current year should be submitted within a month after the date of approval of the liquidation balance sheet (clause 3 of Article 11 of Law No. 27-FZ). The deadline for submitting a report is similar when closing an individual entrepreneur.

When the insured person retires, the employer is obliged to provide the Pension Fund with a form of the “Pension Assignment” type no later than three calendar days from the day the employee contacted the policyholder.

When an insured person resigns, the company is obliged to hand over to him a SZV-STAZH report issued only in the name of the resigning person. In this case, the employer does not have any obligation to submit this report to the fund early.

Kontur.Extern will help you quickly and without errors generate and send via the Internet a report in the form SZV-STAZH (SZV-ISKH, SZV-KORR) and EDV-1.

New reporting form

Starting in 2021, all employers must submit a new SZV-STAZH report to the Pension Fund. This form discloses information about the pension experience of employees of the organization (individual entrepreneur). SZV-STAZH is an annual report and must be submitted for the first time for 2021. Everything new raises questions, and this form is no exception. One of the most important questions that arises among specialists is the deadline for passing the SZV-STAZH 2021.

This form must be submitted by all employers (organizations and entrepreneurs) paying remuneration to individuals (clause 1.5 of the Procedure, approved by Resolution of the Board of the Pension Fund of the Russian Federation dated January 11, 2017 No. 3p):

• within the framework of employment contracts;
• under civil law contracts;
• under copyright contracts and licensing agreements.

In this regard, the question about the terms of SZV-STAZH is so popular. Let us say right away that the dates for submitting the form depend on the specific situation.

In general, legal entities submit the SZV-STAZH form to the territorial divisions of the Pension Fund of the Russian Federation at the place of their state registration. As for businessmen, individual entrepreneurs submit a report at their place of residence (Clause 1, Article 11 of the Federal Law of 04/01/1996 No. 27-FZ).

How to fill out the SZV-STAZH form

We have prepared a cheat sheet for you on how to fill out the SZV-STAZH form. The numbers on the form correspond to the notes below.

Completing Sections 1–2

(1)

The field “Registration number in the Pension Fund of Russia” reflects the registration number assigned to an organization or individual entrepreneur when registering as an insured under compulsory pension insurance.

In the “TIN” field, organizations and entrepreneurs indicate the TIN, in accordance with the received certificate of registration with the tax authority. For organizations, the TIN consists of 10 digits, so when filling it out, you must put dashes in the last two cells (for example, “5004002011—”).

In the “Checkpoint” field, organizations indicate the checkpoint that was received from the Federal Tax Service at the location of the organization (separate unit). Entrepreneurs do not fill out this field.

In the “Name (short)” field, the short name of the organization is indicated in accordance with the constituent documents (the name in Latin transcription is allowed).

(2)

In the “Information Type” field, an “X” indicates the type of form being presented:

• “Initial” - if information is submitted for the first time.
• “Additional” - if information is submitted for insured persons whose data is not included in individual personal accounts due to errors contained in previously submitted reports, or data for them was not included in the reports.
• “Pension assignment” - if information is submitted for 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.

(3)

The YYYY format indicates the year for which the SZV-STAZH form is being submitted.

Completing Section 3

(4)

In Section 3, the following information is indicated for each insured person: full name (columns 2-4), SNILS (column 5) and periods of work from January 1, 2021 (columns 6 and 7), including periods of temporary disability.

When filling out, adhere to the following rules:

• Last name, first name and patronymic are indicated in the nominative case in accordance with the data on the certificates of compulsory pension insurance. Last name and first name are required. The patronymic may be absent, but it is required to indicate if it exists;
• Information regarding periods of work should not extend beyond the reporting period. For example, when reporting for 2021, dates can only be within the period from January 1, 2021 to December 31, 2021;
• When filling out SZV-STAZH with the “pension assignment” type, the period of work is filled in up to the date of expected retirement.

Filling out columns 8–14

(5)

The code for special working conditions is indicated only if, during the period of work in conditions that give the right to early assignment of a pension, insurance contributions at an additional rate or pension contributions were paid in accordance with pension agreements for early non-state pension provision.

(6)

Column 11 contains information:

• about unworked periods, for example vacations, sick leave, etc.;
• periods of work in harmful or special territorial conditions.

(7)

The period of work of the insured person under a civil contract is filled in with one of the codes reflected in column 11. If payment under the contract was made in the reporting period, the code “CONTRACT” is indicated. If there is no payment for work under the contract, the code “NEOPLDOG” or “NEOPLAVT” is indicated.

If there are other periods, the period of work under a civil law contract should be the first. If there were several civil law contracts with one person, it is necessary to reflect separately each period for which the contract was concluded so that the dates correspond to the dates in the supporting documents.

(8)

“DLOTPUSK” is indicated in the case when column 9 indicates the code for special working conditions and during the entire month no insurance premiums were accrued at the additional rate because the employee was on regular paid leave. This data is important for accounting for preferential length of service. In other cases, the code “DLOTPUSK” is not indicated.

(9)

In column 12, enter the code for the conditions for early assignment of a pension according to the Classifier. Fill out this column only if you paid insurance premiums at an additional rate during the period of work in such conditions.

In accordance with Part 1 of Art. 30 and art. 31 of Federal Law No. 400-FZ of December 28, 2013, section 5 of the EDV-1 form also reflects general information about these insured persons.

(10)

Column 14 indicates the date of dismissal if the employee resigned on December 31, 2021 (previously filled in with the symbol “X”). In all other cases, the column remains empty.

When submitting information on all unemployed people, employment centers indicate “BEZR”.

(11)

Sections 4 and 5 are filled out only when generating a report with the information type “appointment of pension”.

If for the periods listed in section 3, pension insurance contributions have been accrued (paid), then in section 4 the sign “X” o. Otherwise, the sign is placed opposite the word “no”.

Section 5 is completed in a similar manner in relation to paid pension contributions under early non-state pension agreements, if they have been concluded.

(12)

Upon dismissal, the document is issued on the employee’s last working day.

Example of filling out SZV-Stazh 2021

Next, we will look in detail at how to fill out the SZV-Experience form and how to enter data into each section of the document.

For convenience, we have made a table containing the number and title of sections of the SZV-Experience report and the order in which they are filled out.

Section 3 of the SZV-STAZH form is almost entirely coded:

• Column 8 is intended for codes of territorial conditions;
• Column 9 requires the indication of codes for special working conditions;
• column 10 for codes of special periods included in the length of service;
• Column 11 must indicate codes for periods of absence from work that are not included in the length of service;
• Column 12 for entering codes reflecting the years of conditions for the early assignment of a pension.

Note.

Special codes for filling out column 11 of section 3 “Information on periods of work of insured persons”:

When obtaining the right to early receipt of a pension, you must indicate the required code in column 9 of Section 3 of the SZV-STAZH 2020 form.

A complete list of codes for indicating the period in specific working conditions is given in Table 2 of the Resolution of the Pension Fund of the Russian Federation No. 507 p dated December 6, 2018. Here are some codes as an example:

Code 27-2 - work with difficult working conditions (clause 2 of part 1 of article 30 of the Federal Law of December 28, 2013 No. 400-FZ “On Insurance Pensions”, Decree of the Government of the Russian Federation of July 16, 2014 No. 665); Code 27-3 - Work (women) as tractor drivers in agriculture, other sectors of the national economy, as well as drivers of construction, road and loading and unloading machines; Code 27-4 - Labor (women) in the textile industry in work with increased intensity and severity.

A total of 13 codes are provided to reflect special working conditions in the SZV-STAZH form.

Features of filling ODV-1

In accordance with clause 3.7 of the Resolution of the Board of the Pension Fund of December 6, 2018 No. 507p in the reporting for 2021, the name and procedure for filling out section 5 of the EDV-1 form have changed. This section now contains not only information about those insured for whom contributions were paid at additional rates, but also those who have the right to early assignment of an insurance pension, that is, when filling out column 9 or 12 of the SZV-STAZH form.

These include doctors and junior medical personnel, teachers, certain categories of railway and metro workers, drivers of trolleybuses, buses and trams on regular city passenger routes, etc. In Part 1 of Art. 30 and art. 31 of Federal Law No. 400-FZ dated December 28, 2013 contains a complete list of relevant types of work.

In section 5 of the EDV-1 form, it is necessary to reflect general information about the insured, if the SZV-STAZH forms (with the type of information - “Initial”) and SZV-ISKH, submitted simultaneously with the EDV-1 form, indicate the corresponding codes of the conditions for the early assignment of an insurance pension . If an organization has several divisions, it is necessary to reflect data for each division and profession in accordance with the staffing table. Otherwise, the Pension Fund will refuse to accept the reports. A protocol will come with a message stating that the document did not pass the format-logical control, with a gross error code of 50.

Columns 6 and 7 should not be empty when filling out section 5 of the EFA-1 form.

Reporting campaign for SZV-STAZH for 2021

The branch of the Pension Fund of the Russian Federation for Moscow and the Moscow Region reminds policyholders of the approaching reporting campaign for submitting information on the insurance experience of insured persons in the SZV-STAZH form for the reporting period - 2021.

In accordance with paragraph 2 of Article 11 of the Federal Law of April 1, 1996 No. 27-FZ “On individual (personalized) accounting in the compulsory pension insurance system,” the policyholder annually, no later than March 1 of the year following the reporting year, submits information about each employee information about the insurance period for the insured person. Thus, for the reporting period - 2018 - policyholders are required to provide information on the insurance experience of the insured persons in the SZV-STAZH form no later than 03/01/2019.

Let us remind you that the forms: “Information on the insurance experience of insured persons” (SZV-STAZH), “Information on the policyholder transferred to the Pension Fund for maintaining individual (personalized) records” (ODV-1), and the procedure for filling them out were approved by the resolution of the Pension Fund Board of 01.01 .2017 No. 3p.

• If the number of employees exceeds 25 people, the information is submitted electronically with an enhanced qualified signature.

• If there are jobs in the organization that give the right to early assignment of a pension in accordance with Art. 30 of the Federal Law of December 28, 2013 No. 400-FZ “On Insurance Pensions”, in the EDV-1 form the policyholder must fill out section 5 “List of preferential professions”. If in the SZV-STAZH form one of the fields “Special working conditions”, “Base for calculating the insurance period”, “Ground (code) for the conditions for early assignment of a pension of the SZV-STAZH forms” is filled in, then section 5 of the EDV-1 form must be completed without fail. .

• For persons holding positions in the state and municipal service, a procedure has been established for filling out information in the SZV-STAZH form (see Classifier of parameters approved by Resolution of the Pension Fund of the Russian Federation Board of January 11, 2017 No. 3p).

• For insured persons recognized as unemployed in the prescribed manner, the SZV-STAZH form is submitted by the authorities of employment centers. When generating reporting forms, it is necessary to enter the code “BEZR” in the column “Information about the dismissal of the insured person” (column 14 of table 3 of the SZV-STAZH form).

Please note that for the failure of the policyholder to provide within the period established by law or for the provision of incomplete and (or) false information, the following financial sanctions are provided:

- to policyholders in the amount of 500 rubles in relation to each insured person in accordance with Art. 17 Federal Law No. 27-FZ;

- to officials of policyholders in the amount of three hundred to five hundred rubles in accordance with Art. 15.33.2 Code of Administrative Offences.

For failure by the policyholder to comply with the procedure for submitting information in the form of electronic documents, if the number of employees exceeds 25 people, financial sanctions in the amount of 1,000 rubles will be applied to the policyholder.

Additionally, we inform you that the current version of the program for verifying the documents of policyholders “PO PD” (version 2.0.40 dated November 22, 2018) is posted on the PFR website www.pfrf.ru in the section “For Policyholders” - “Employers” - “Free programs, forms and protocols "

Share news