Filling out SZV-STAZH: dealing with complex issues

It is handed over together with an inventory - form EDV-1.

SZV-STAZH information consists of 5 sections:

Section 1 "Information about the policyholder"

The following information is indicated:

• registration number in the Pension Fund of Russia;
• TIN;
• Checkpoint.

Information type

From the frame on the right, select only one “Information Type”, for example, “Initial” - put an X.

We select the “Pension Assignment” type of information when submitting information 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, that is, it is submitted on the date of expected retirement.

The “Additional” information type is submitted for insured persons, the data for 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.

• short name of the organization.

Section 2 “Reporting period”

Calendar year is 2021.

Section 3 “Information about periods of work of insured persons”

In column 1 No. pp - there is continuous numbering. Each person is assigned a number.

Columns 2–4 “Last name, first name, patronymic” - are indicated in the nominative case, in accordance with SNILS. To be filled out once.

Column 5 - SNILS

Columns 6–7 “Operation period” - within the reporting period. Each period of work or absence (vacation, sick leave, other reasons) is filled in on a separate line. The start and end dates of the periods are entered in the corresponding columns.

If the information type is “Pension assignment,” column 7 is filled in by the date of expected retirement.

For unworked periods in column 11, the corresponding value is selected from the classifier.

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:

How to punish for violations and mistakes

Fines are provided for under Article 17 of the law on personal registration of insured persons and under the Code of Administrative Offenses.

IMPORTANT!

Information from the SZV-STAZH reporting must coincide with the monthly SZV-M form and the quarterly DAM. If information about the employee was not received by the Pension Fund on a monthly basis, then the controllers will have a discrepancy. There is a fine for failure to provide information. The form and sample for filling out the SZV-M report (experience) can be found in the special material “Submitting reports: instructions for filling out the SZV-M.”

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.

Who rents

All economic entities that have employees are required to submit reports to the Pension Fund. Not only organizations, but also individual entrepreneurs, lawyers, notaries, and detectives are required to submit it.

IMPORTANT!

Having an employment contract with an employee is not the only condition. A report should be submitted to the Pension Fund for employees working under civil contracts, as well as under copyright contracts and licensing agreements.

Reporting is generated not only for working citizens. You will also have to report on the unemployed. The responsibility falls on government agencies. The Employment Center reports to the Pension Fund on citizens officially recognized as unemployed.

IMPORTANT!

If the organization’s staff includes a manager, who is also the only founder, then you will still have to submit a SZV-STAZH.

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.

Filling out a report upon dismissal

Upon dismissal, the employee is issued a SZV-STAZH only with his personal data (clause 4 of article 11 of Law No. 27-FZ). If this requirement is violated, Rostrud will impose a fine (key provisions are posted on the Rostrud website).

IMPORTANT!

It is advisable to keep a log of issued forms so that written confirmation from the employee of receipt of the document is preserved.

The SZV-STAZH is filled out for a resigning employee in almost the same way as for existing employees. The differences concern only two points:

• the first is filling out the reporting period (if leaving in 2021, indicate the current year);
• the second is column 7 in part 3 (the last working day or the date on which the contract (labor or civil law) was terminated is entered in this column).

Here is an example of filling out SZV-STAZH when dismissing an employee in 2021:

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.

Form

The report, the form of which was approved by Resolution of the Board of the Pension Fund of the Russian Federation No. 507p dated December 6, 2018, contains 5 sections:

• information about the policyholder - the organization that submits the report;
• reporting period;
• information about the periods of work of insured persons - the tabular part of the report, which describes information separately for each employee;
• information on accrued insurance contributions to the Pension Fund;
• information on pension contributions paid under early non-state pension agreements.

In addition to the form, the Resolution of the PFR Board approved the procedure for filling it out. In 2021, this procedure has undergone minor changes: a new code “VIRUS” has been introduced, which is entered in column 10 if the corresponding codes are entered in columns 9 or 12. This code is used when filling out reports regarding employees of medical organizations and their departments working with COVID -19.

Otherwise, the procedure for filling out the SZV-STAZH form has not changed.

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What information should be included in the new experience report?

The officially approved instructions for filling out the SZV-STAZH in 2021 provide that on one page of the form the policyholder reflects the following information for each insured person:

• surname, first name, patronymic;
• SNILS;
• period of work in the organization;
• working conditions code;
• code of grounds for early retirement.

Each form is filled out by only one employee and certified by the person who filled it out. This is done both by hand in block letters and using computer technology. Fill color - any, with the exception of green and red. No corrections or blots are allowed.

The report is provided in an electronic format, which the Pension Fund provides in its resolution.

To correctly fill out the report, the employer will need the following information about the insured person:

• information about wages and other income, payments and other remuneration in favor of the employee;
• information on accrued, additionally accrued and withheld insurance premiums;
• information about the citizen’s period of work, including corrective information.