Council of the European Union and European Parliament 16 September 2009, Regulation (EC) No 987/2009 of the European Parliament and of the Council of 16 September 2009 laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems (Text with relevance for the EEA and for Switzerland)

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TITLE I. GENERAL PROVISIONS
CHAPTER I. Definitions
Article 1. Definitions
CHAPTER II. Provisions concerning cooperation and exchanges of data
Article 2. Scope and rules for exchanges between institutions
Article 3. Scope and rules for exchanges between the persons concerned and institutions
Article 4. Format and method of exchanging data
Article 5. Legal value of documents and supporting evidence issued in another Member State
Article 6. Provisional application of legislation and provisional granting of benefits
Article 7. Provisional calculation of benefits and contributions
CHAPTER III. Other general provisions for the application of the basic Regulation
Article 8. Administrative arrangements between two or more Member States
Article 9. Other procedures between authorities and institutions
Article 10. Prevention of overlapping of benefits
Article 11. Elements for determining residence
Article 12. Aggregation of periods
Article 13. Rules for conversion of periods
TITLE II. DETERMINATION OF THE LEGISLATION APPLICABLE
Article 14. Details relating to Articles 12 and 13 of the basic Regulation
Article 15. Procedures for the application of Article 11(3)(b) and (d), Article 11(4) and Article 12 of the basic Regulation (on the provision of information to the institutions concerned)
Article 16. Procedure for the application of Article 13 of the basic Regulation
Article 17. Procedure for the application of Article 15 of the basic Regulation
Article 18. Procedure for the application of Article 16 of the basic Regulation
Article 19. Provision of information to persons concerned and employers
Article 20. Cooperation between institutions
Article 21. Obligations of the employer
TITLE III. SPECIAL PROVISIONS CONCERNING THE VARIOUS CATEGORIES OF BENEFITS
CHAPTER I. Sickness, maternity and equivalent paternity benefits
Article 22. General implementing provisions
Article 23. Regime applicable in the event of the existence of more than one regime in the Member State of residence or stay
Article 24. Residence in a Member State other than the competent Member State
Article 25. Stay in a Member State other than the competent Member State
Article 26. Scheduled treatment
Article 27. Cash benefits relating to incapacity for work in the event of stay or residence in a Member State other than the competent Member State
Article 28. Long-term care benefits in cash in the event of stay or residence in a Member State other than the competent Member State
Article 29. Application of Article 28 of the basic Regulation
Article 30. Contributions by pensioners
Article 31. Application of Article 34 of the basic Regulation
Article 32. Special implementing measures
CHAPTER II. Benefits in respect of accidents at work and occupational diseases
Article 33. Right to benefits in kind and in cash in the event of residence or stay in a Member State other than the competent Member State
Article 34. Procedure in the event of an accident at work or occupational disease which occurs in a Member State other than the competent Member State
Article 35. Disputes concerning the occupational nature of the accident or disease
Article 36. Procedure in the event of exposure to the risk of an occupational disease in more than one Member State
Article 37. Exchange of information between institutions and advance payments in the event of an appeal against rejection
Article 38. Aggravation of an occupational disease
Article 39. Assessment of the degree of incapacity in the event of occupational accidents or diseases which occurred previously or subsequently
Article 40. Submission and investigation of claims for pensions or supplementary allowances
Article 41. Special implementing measures
CHAPTER III. Death grants
Article 42. Claim for death grants
CHAPTER IV. Invalidity benefits and old-age and survivors’ pensions
Article 43. Additional provisions for the calculation of benefit
Article 44. Taking into account of child raising-periods
Article 45. Claim for benefits
Article 46. Certificates and information to be submitted with the claim by the claimant
Article 47. Investigation of claims by the institutions concerned
Article 48. Notification of decisions to the claimant
Article 49. Determination of the degree of invalidity
Article 50. Provisional instalments and advance payment of benefit
Article 51. New calculation of benefits
Article 52. Measures intended to accelerate the pension calculation process
Article 53. Coordination measures in Member States
CHAPTER V. Unemployment benefits
Article 54. Aggregation of periods and calculation of benefits
Article 55. Conditions and restrictions on the retention of the entitlement to benefits for unemployed persons going to another Member State
Article 56. Unemployed persons who resided in a Member State other than the competent Member State
Article 57. Provisions for the application of Articles 61, 62, 64 and 65 of the basic Regulation regarding persons covered by a special scheme for civil servants
CHAPTER VI. Family benefits
Article 58. Priority rules in the event of overlapping
Article 59. Rules applicable where the applicable legislation and/or the competence to grant family benefits changes
Article 60. Procedure for applying Articles 67 and 68 of the basic Regulation
Article 61. Procedure for applying Article 69 of the basic Regulation
TITLE IV. FINANCIAL PROVISIONS
CHAPTER I. Reimbursement of the cost of benefits in application of Article 35 and Article 41 of the basic Regulation
Section 1. Reimbursement on the basis of actual expenditure
Article 62. Principles
Section 2. Reimbursement on the basis of fixed amounts
Article 63. Identification of the Member States concerned
Article 64. Calculation method of the monthly fixed amounts and the total fixed amount
Article 65. Notification of annual average costs
Section 3. Common provisions
Article 66. Procedure for reimbursement between institutions
Article 67. Deadlines for the introduction and settlement of claims
Article 68. Interest on late payments and down payments
Article 69. Statement of annual accounts
CHAPTER II. Reimbursement of unemployment benefits pursuant to Article 65 of the basic Regulation
Article 70. Reimbursement of unemployment benefits
CHAPTER III. Recovery of benefits provided but not due, recovery of provisional payments and contributions, offsetting and assistance with recovery
Section 1. Principles
Article 71. Common provisions
Section 2. Offsetting
Article 72. Benefits received unduly
Article 73. Provisionally paid benefits in cash or contributions
Article 74. Costs related to offsetting
Section 3. Recovery
Article 75. Definitions and common provisions
Article 76. Requests for information
Article 77. Notification
Article 78. Request for recovery
Article 79. Instrument permitting enforcement of the recovery
Article 80. Payment arrangements and deadlines
Article 81. Contestation concerning the claim or the instrument permitting enforcement of its recovery and contestation concerning enforcement measures
Article 82. Limits applying to assistance
Article 83. Periods of limitation
Article 84. Precautionary measures
Article 85. Costs related to recovery
Article 86. Review clause
TITLE V. MISCELLANEOUS, TRANSITIONAL AND FINAL PROVISIONS
Article 87. Medical examination and administrative checks
Article 88. Notifications
Article 89. Information
Article 90. Currency conversion
Article 91. Statistics
Article 92. Amendment of the Annexes
Article 93. Transitional provisions
Article 94. Transitional provisions relating to pensions
Article 95. Transitional period for electronic data exchanges
Article 96. Repeal
Article 97. Publication and entry into force
ANNEX 1. Implementing provisions for bilateral agreements remaining in force and new bilateral implementing agreements

30.10.2009

Official Journal of the European Union

L 284/1

REGULATION (EC) No 987/2009 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL

of 16 September 2009

laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems

(Text with relevance for the EEA and for Switzerland)

THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE

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