EU Social Security Law

Prof. Dr. Maximilian Fuchs; Prof. Dr. Robertus Cornelissen

doi:10.5771/9783845257662

Summary

Social security coordination is a central pillar of the European Union. When the European Economic Community was gaining momentum in 1958, the creation of a system of co-ordination of social security became necessary.Until today, the Treaty Regulations No. 3 and 4 have outlined this system, giving evidence of the utmost importance that the Community has attributed to the question of social security coordination.The diversity of social security schemes in the Member States made of coordination an intricate task. Coordination law had to offer answers to migration’s every single problem in other member states, no matter if it was for professional or private (tourist) reasons.At the right time, the new Commentaryreflects the political relevance of social security coordination law within Europe-wide debates about immigration caused by the new Member States and the given social benefits to their immigrants.Article by articlethe new commentary deals with the coordination law as it is laid down in Regulation (EC) No. 883/2004 and its Implementing Regulation (EC) NO. 987/2009. In addition, it encompasses accompanying legislation such as Regulation (EEC) No. 7/79 and extends to social security coordination established in specific agreements between the EU and non-EU countries like Switzerland and Turkey. A further part of the Commentary deals with the decisions of the Administrative Commission that play an important role in the application of these regulations. Special emphasis is placed on the overarching case law of the Court of Justice of the EU.Important legal literature has been taken into account in order to underpin the functioning of social security coordination and its contribution to offering solutions.The authors of the Commentaryare an international team consisting of university professors, a former member of the European Commission, a high-ranking civil servant in the German Ministry of Labour and Social Affairs and a presiding judge of a high German Social Court. They have all been active in the field of social security coordination for more than 30 years.

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Bibliographic data

Copyright year: 2015
ISBN-Print: 978-3-8487-1714-9
ISBN-Online: 978-3-8452-5766-2
Publisher: Nomos, Baden-Baden
Series: Kooperationswerke Beck - Hart – Nomos
Language: German
Pages: 571
Product type: Comment

Titelei/InhaltsverzeichnisPages 1 - 17 Download chapter (PDF)
Introduction Maximilian Fuchs/Rob CornelissenIntroduction No access Pages 18 - 36
1. Overview Rose Langer No access Pages 36 - 38
2. Article 45 TFEU Rose Langer No access Pages 38 - 51
3. Article 48 TFEU Rose Langer No access Pages 51 - 58
1. 1. Overview Bettina Kahil-Wolff No access Pages 58 - 67
  2. Article 1 Definitions No access Pages 67 - 87
  3. Article 2 Persons covered No access Pages 87 - 94
  4. Article 3 Material Scope Maximilian Fuchs No access Pages 94 - 118
  5. Article 4 Equality of treatment Bettina Kahil-Wolff No access Pages 118 - 135
  6. Article 5 Equal treatment of benefits, income, facts or events Rolf Schuler No access Pages 135 - 141
  7. Article 6 Aggregation of periods Rolf Schuler No access Pages 141 - 146
  8. Article 7 Waiving of residence rules Rolf Schuler No access Pages 146 - 150
  9. Article 8 Relations between this Regulation and other coordination instruments No access Pages 150 - 156
  10. Article 9 Declaration of the Members States on the scope of this Regulation No access Pages 156 - 159
  11. Article 10 Prevention of overlapping of benefits Rolf Schuler No access Pages 159 - 161
2. 1. Overview Heinz-Dietrich Steinmeyer No access Pages 161 - 167
  2. Article 11 General rules Heinz-Dietrich Steinmeyer No access Pages 167 - 180
  3. Article 12 Special rules Heinz-Dietrich Steinmeyer No access Pages 180 - 191
  4. Article 13 Pursuit of activities in two or more Member States Heinz-Dietrich Steinmeyer No access Pages 191 - 201
  5. Article 14 Voluntary insurance or optional continued insurance Heinz-Dietrich Steinmeyer No access Pages 201 - 204
  6. Article 15 Contract staff of the European Communities Heinz-Dietrich Steinmeyer No access Pages 204 - 205
  7. Article 16 Exceptions to Articles 11 to 15 Heinz-Dietrich Steinmeyer No access Pages 205 - 209
3. 1. 1. Overview Karl-Jürgen Bieback No access Pages 209 - 226
    2. 1. Article 17 Residence in a Member State other than the competent Member State Karl-Jürgen Bieback No access Pages 226 - 240
      2. Article 18 Stay in the competent Member State when residence is in another Member State – special rules for the members of the families of frontier workers Karl-Jürgen Bieback No access Pages 240 - 242
      3. Article 19 Stay outside the competent Member State Karl-Jürgen Bieback No access Pages 242 - 255
      4. Article 20 Travel with the purpose of receiving benefits in kind – authorisation to receive appropriate treatment outside the Member State of residence Karl-Jürgen Bieback No access Pages 255 - 269
      5. Article 21 Cash benefits Karl-Jürgen Bieback No access Pages 269 - 277
      6. Article 22 Pension claimants Karl-Jürgen Bieback No access Pages 277 - 281
    3. 1. Overview Rolf Schuler No access Pages 281 - 284
      2. Article 23 Right to benefits in kind under the legislation of the Member State of residence Rolf Schuler No access Pages 284 - 286
      3. Article 24 Right to benefits in kind under the legislation of the Member State of residence Rolf Schuler No access Pages 286 - 289
      4. Article 25 Pensions under the legislation of one or more Member States other than the Member State of residence, where there is a right to benefits in kind in the latter Member State Rolf Schuler No access Pages 289 - 290
      5. Article 26 Residence of members of the family in a Member State other than the one in which the pensioner resides Rolf Schuler No access Pages 290 - 290
      6. Article 27 Stay of the pensioner or the members of his/her family in a Member State other than the Member State in which they reside – Stay in the competent Member State – Authorisation for appropriate treatment outside the Member State of residence Rolf Schuler No access Pages 290 - 293
      7. Article 28 Special rules for retired frontier workers Rolf Schuler No access Pages 293 - 295
      8. Article 29 Cash benefits for pensioners Rolf Schuler No access Pages 295 - 295
      9. Article 30 Contributions by pensioners Rolf Schuler No access Pages 295 - 297
    4. 1. Article 31 General provision Karl-Jürgen Bieback No access Pages 297 - 298
      2. Article 32 Prioritising of the right to benefits in kind – special rule for the right of members of the family to benefits in the Member State of residence Karl-Jürgen Bieback No access Pages 298 - 300
      3. Article 33 Substantial benefits in kind Karl-Jürgen Bieback No access Pages 300 - 301
      4. Article 34 Overlapping long-term care benefits Karl-Jürgen Bieback No access Pages 301 - 307
      5. Article 35 Reimbursements between institutions Karl-Jürgen Bieback No access Pages 307 - 313
  2. 1. Overview Maximilian Fuchs No access Pages 313 - 317
    2. Article 36 Right to benefits in kind and in cash Maximilian Fuchs No access Pages 317 - 327
    3. Article 37 Costs of transport Maximilian Fuchs No access Pages 327 - 328
    4. Article 38 Benefits for an occupational disease where the person suffering from such a disease has been exposed to the same risk in several Member States Maximilian Fuchs No access Pages 328 - 331
    5. Article 39 Aggravation of an occupational disease Maximilian Fuchs No access Pages 331 - 333
    6. Article 40 Rules for taking into account special features of certain legislation Maximilian Fuchs No access Pages 333 - 336
    7. Article 41 Reimbursement between institutions Maximilian Fuchs No access Pages 336 - 337
  3. 1. Article 42 Right to grants where death occurs in, or where the person entitled resides in, a Member State other than the competent Member State Maximilian Fuchs No access
    2. Article 43 Provision of benefits in the event of the death of a pensioner Maximilian Fuchs No access Pages 339 - 339
  4. 1. Overview Rolf Schuler No access Pages 339 - 341
    2. Article 44 Persons subject only to type A legislation Rolf Schuler No access Pages 341 - 344
    3. Article 45 Special provisions on aggregation of periods Rolf Schuler No access Pages 344 - 345
    4. Article 46 Persons subject either only to type B legislation or to type A and B legislation Rolf Schuler No access Pages 345 - 348
    5. Article 47 Aggravation of invalidity Rolf Schuler No access Pages 348 - 348
    6. Article 48 Conversion of invalidity benefits into old-age benefits Rolf Schuler No access Pages 348 - 352
    7. Article 49 Special provisions for civil servants Rolf Schuler No access Pages 352 - 353
  5. 1. Overview No access Pages 353 - 357
    2. Article 50 General provisions Rolf Schuler No access Pages 357 - 362
    3. Article 51 Special provisions on aggregation of periods Rolf Schuler No access Pages 362 - 365
    4. Article 52 Award of benefits Rolf Schuler No access Pages 365 - 373
    5. Article 53 Rules to prevent overlapping Rolf Schuler No access Pages 373 - 375
    6. Article 54 Overlapping of benefits of the same kind Rolf Schuler No access Pages 375 - 376
    7. Article 55 Overlapping of benefits of a different kind Rolf Schuler No access Pages 376 - 379
    8. Article 56 Additional provisions for the calculation of benefits Rolf Schuler No access Pages 379 - 380
    9. Article 57 Periods of insurance or residence of less than one year Rolf Schuler No access Pages 380 - 384
    10. Article 58 Award of a supplement Rolf Schuler No access Pages 384 - 385
    11. Article 59 Recalculation and revaluation of benefits Rolf Schuler No access Pages 385 - 386
    12. Article 60 Special provisions for civil servants Rolf Schuler No access Pages 386 - 388
  6. 1. Overview Maximilian Fuchs No access Pages 388 - 391
    2. Article 61 Special rules on aggregation of periods of insurance, employment or self-employment Maximilian Fuchs No access Pages 391 - 396
    3. Article 62 Calculation of benefits Maximilian Fuchs No access Pages 396 - 400
    4. Article 63 Special provisions for the waiving of residence rules Maximilian Fuchs No access Pages 400 - 400
    5. Article 64 Unemployed persons going to another Member State Maximilian Fuchs No access Pages 400 - 406
    6. Article 65 Unemployed persons who resided in a Member State other than the competent State Maximilian Fuchs No access Pages 406 - 417
    7. Article 65 a Special provisions for wholly unemployed self-employed frontier workers where no unemployment benefits system covering self-employed persons exists in the Member State of residence Maximilian Fuchs No access Pages 417 - 419
  7. 1. Article 66 Benefits Maximilian Fuchs No access
  8. 1. Overview Franz Marhold No access Pages 420 - 422
    2. Article 67 Members of the family residing in another Member State Franz Marhold No access Pages 422 - 424
    3. Article 68 Priority rules in the event of overlapping Franz Marhold No access Pages 424 - 431
    4. Article 68 a Provision of benefits Franz Marhold No access Pages 431 - 431
    5. Article 69 Additional provisions Franz Marhold No access Pages 431 - 432
  9. 1. Article 70 General provision No access
4. 1. Overview Rob Cornelissen No access Pages 440 - 441
  2. Article 71 Composition and working methods of the Administrative Commission Rob Cornelissen No access Pages 441 - 441
  3. Article 72 Tasks of the Administrative Commission Rob Cornelissen No access Pages 441 - 453
  4. Article 73 Technical Commission for Data Processing Rob Cornelissen No access Pages 453 - 457
  5. Article 74 Audit Board Rob Cornelissen No access Pages 457 - 460
  6. Article 75 Advisory Committee for the Coordination of Social Security Systems Rob Cornelissen No access Pages 460 - 462
5. 1. Overview No access Pages 462 - 464
  2. Article 76 Cooperation Rob Cornelissen No access Pages 464 - 473
  3. Article 77 Protection of personal data Rob Cornelissen No access Pages 473 - 475
  4. Article 78 Data processing No access Pages 475 - 483
  5. Article 79 Funding of activities in the social security field Rob Cornelissen No access Pages 483 - 484
  6. Article 80 Exemptions Rob Cornelissen No access Pages 484 - 485
  7. Article 81 Claims, declarations or appeals Rob Cornelissen No access Pages 485 - 489
  8. Article 82 Medical examinations Rob Cornelissen No access Pages 489 - 495
  9. Article 83 Implementation of legislation Rob Cornelissen No access Pages 495 - 496
  10. Article 84 Collection of contributions and recovery of benefits Rob Cornelissen No access Pages 496 - 521
  11. Article 85 Rights of institutions Rob Cornelissen No access Pages 521 - 525
  12. Article 86 Bilateral agreements Rob Cornelissen No access Pages 525 - 526
6. 1. Overview No access Pages 526 - 526
  2. Article 87 Transitional provisions Rob Cornelissen No access Pages 526 - 528
  3. Article 87 a Transitional provision for application of Regulation (EU) No 465/2012 Rob Cornelissen No access Pages 528 - 541
  4. Article 88 Updating of the Annexes Rob Cornelissen No access Pages 541 - 542
  5. Article 89 Implementing Regulation Rob Cornelissen No access Pages 542 - 542
  6. Article 90 Repeal Rob Cornelissen No access Pages 542 - 543
  7. Article 91 Entry into force Rob Cornelissen No access Pages 543 - 544
  8. Special rules of the IR Rob Cornelissen No access Pages 544 - 553
Part 3: Association Agreements No access Pages 553 - 571