The member States of the Council of Europe signatory hereto,
Considering that the aim of the Council of Europe is to achieve greater unity between its
members, in particular for the purpose of facilitating their social progress;
Considering that multilateral co-ordination of social security legislation is one of the
means of achieving that aim;
Considering that the European Code of Social Security, opened for signature on 16 April
1964, provides, in Article 73, that the Contracting Parties to the Code shall endeavour to
conclude a special instrument governing questions relating to social security for
foreigners and migrants, particularly with regard to equality of treatment with their own
nationals and to the maintenance of acquired rights and rights in course of acquisition;
Affirming the principle of equality of treatment for nationals of the Contracting Parties,
refugees and stateless persons, under the social security legislation of each Contracting
Party, and the principle that the benefits under social security legislation should be
maintained despite any change of residence by the protected persons within the territories
of the Contracting Parties, principles which underlie not only certain provisions of the
European Social Charter but also several conventions of the International Labour
Organisation,
Have agreed as follows:
Title I General provisions
Article 1
For the purposes of this Convention:
- the term "Contracting Party" means any State which has deposited an instrument
of ratification, of acceptance or of accession, in accordance with the provisions of
Article 75, paragraph 1, or of Article 77;
- the terms "territory of a Contracting Party" and "national of a
Contracting Party" are defined in Annex I; each Contracting Party shall give notice,
in accordance with the provisions of Article 81, paragraph 1, of any amendment to be made
to Annex I;
- the term "legislation" means any laws, regulations and other statutory
instruments which are in force at the time of signature of this Convention or may enter
into force subsequently in the whole or any part of the territory of each Contracting
Party and which relate to the social security branches and schemes specified in Article 2,
paragraphs 1 and 2;
- the term "social security convention" means any bilateral or multilateral
instrument by which two or more Contracting Parties are, or may subsequently be, bound
exclusively, and any multilateral instrument by which at least two Contracting Parties and
one or more other States are, or may subsequently be, bound in the field of social
security in respect of all or of part of the social security branches and schemes
specified in Article 2, paragraphs 1 and 2, as well as any agreements concluded pursuant
to the said instruments;
- the term "competent authority" means the minister, ministers or other
corresponding authority responsible for the social security schemes in all or any part of
the territory of each Contracting Party;
- the term "institution" means the body or authority responsible for applying
all or part of the legislation of each Contracting Party;
- the term "competent institution" means:
- in relation to a social insurance scheme, either the institution with which the person
concerned is insured when he claims benefit, or the institution from which he is entitled
to receive benefit or would be entitled to receive benefit if he were resident in the
territory of the Contracting Party where that institution is situated, or the institution
designated by the competent authority of the Contracting Party concerned;
- in relation to a scheme other than a social insurance scheme, or in relation to a family
benefits scheme, the institution designated by the competent authority of the Contracting
Party concerned;
- in relation to a scheme concerning an employer's liability in respect of benefits
referred to in Article 2, paragraph 1, either the employer or his insurer or, in default
thereof, the body or authority designated by the competent authority of the Contracting
Party concerned;
- the term "competent State" means the Contracting Party in whose territory the
competent institution is situated;
- the term "residence" means ordinary residence;
- the term "temporary residence" means a temporary stay;
- the term "institution of the place of residence" means the institution
empowered, under the Contracting Party's legislation which it applies, to pay the benefits
in question at the place of residence or, where no such institution exists, the
institution designated by the competent authority of the Contracting Party concerned;
- the term "institution of the place of temporary residence" means the
institution empowered, under the Contracting Party's legislation which it applies, to pay
the benefits in question at the place of temporary residence or, where no such institution
exists, the institution designated by the competent authority of the Contracting Party
concerned;
- the term "worker" means an employed person or a self-employed person or a
person treated as such under the legislation of the Contracting Party concerned, unless
otherwise specified in this Convention;
- the term "frontier worker" means an employed person who is employed in the
territory of one Contracting Party and resides in the territory of another Contracting
Party where he returns in principle every day or at least once a week; provided that
- as regards relations between France and the Contracting Parties bordering France, the
person concerned must, to be deemed a frontier worker, reside and be employed within a
zone which does not, in principle, extend more than twenty kilometres on either side of
the common frontier;
- a frontier worker employed in the territory of one Contracting Party by an undertaking
which is his normal employer, who is sent by that undertaking to work outside the frontier
area, either in the territory of the same Contracting Party or in the territory of another
Contracting Party, for a period not expected to exceed four months, shall retain the
status of frontier worker during such employment for a period not exceeding four months;
- the term "refugee" has the meaning assigned to it in Article 1, Section A, of
the Convention on the Status of Refugees, signed at Geneva on 28 July 1951, and in Article
1, paragraph 2, of the Protocol on the Status of Refugees of 31 January 1967, without any
geographical limitation;
- the term "stateless person" has the meaning assigned to it in Article 1 of the
Convention on the Status of Stateless Persons, done at New York on 28 September 1954;
- the term "members of the family" means the persons defined, or recognised as
such, or designated as members of the household, by the institution responsible for paying
benefits, or, in the cases referred to in Article 21, paragraph 1, sub-paragraphs a and c
and Article 24, paragraph 6, by the legislation of the Contracting Party in whose
territory they reside; where, however, this legislation regards only persons living with
the person concerned as members of the family or members of the household, this condition
shall be deemed to be satisfied if such persons are mainly maintained by the person
concerned;
- the term "survivors" means the persons defined or recognised as such by the
legislation under which the benefits are granted; where, however, this legislation regards
as survivors only persons who were living with the deceased, this condition shall be
deemed to be satisfied, if the persons concerned were mainly maintained by the deceased;
- the term "periods of insurance" means periods of contributions, employment,
occupational activity or residence as defined or recognised as periods of insurance by the
legislation under which they were completed, and any other periods, in so far as they are
regarded by this legislation as equivalent to periods of insurance;
- the terms "periods of employment" and "periods of occupational
activity" mean periods defined or recognised as such by the legislation under which
they were completed, and any other periods, in so far as they are regarded by this
legislation as equivalent to periods of employment or occupational activity;
- the term "periods of residence" means periods of residence as defined or
recognised as such by the legislation under which they were completed;
- the terms "benefits" and "pensions" mean all benefits or pensions
including all components thereof provided out of public funds and all increases,
revaluation allowances or supplementary allowances, unless otherwise specified in this
Convention, and any benefits awarded for the purpose of maintaining or improving earning
capacity, such lump sum benefits as are payable in lieu of pensions and, where applicable,
any payments made by way of refund of contributions;
- the term "family allowances" means periodical cash benefits granted according
to the number and age of children; the expression "family benefits" means any
benefits in kind or in cash granted to offset family maintenance costs, except the special
birth grants explicitly excluded in Annex II; each Contracting Party concerned shall give
notice in accordance with the provisions of Article 81, paragraph 1, of any amendment to
be made to Annex II in respect of any special birth grants provided by its legislation;
- the term "death grant" means any lump sum payable in the event of death, other
than the lump sum benefits mentioned in sub-paragraph v of this article;
- the term "contributory" applies to benefits, the award of which depends either
on direct financial participation by the persons protected or by their employer, or on a
qualifying period of occupational activity, and to legislation or schemes which provide
for such benefits; benefits, the award of which does not depend on direct financial
participation by the persons protected or by their employer, or on a qualifying period of
occupational activity, and the legislation or schemes under which they are exclusively
awarded, are said to be "non-contributory";
- the term "benefits granted under transitional arrangements" means benefits
granted to persons who are over a given age on the date of entry into force of the
legislation applicable, or benefits granted provisionally in consideration of events that
have occurred or periods that have been completed outside the current frontiers of the
territory of a Contracting Party.
Article 2
- This Convention applies to all legislation governing the following branches of social
security:
- sickness and maternity benefits;
- invalidity benefits;
- old-age benefits;
- survivors' benefits;
- benefits in respect of occupational injuries and diseases;
- death grants;
- unemployment benefits;
- family benefits.
- This Convention applies to all general social security schemes and special schemes,
whether contributory or non-contributory, including employers' liability schemes in
respect of the benefits referred to in the preceding paragraph. Bilateral or multilateral
agreements between two or more Contracting Parties shall determine, as far as possible,
the conditions in which this Convention shall apply to schemes established by means of
collective agreements made compulsory by decision of the public authorities.
- Where schemes relating to seafarers are concerned, the provisions of Title III of this
Convention shall apply without prejudice to the legislation of any Contracting Party
governing the liabilities of shipowners, who shall be treated as the employers for the
purposes of the application of this Convention.
- This Convention does not apply to social or medical assistance schemes, to benefit
schemes for victims of war or its consequences, or to special schemes for civil servants
or persons treated as such.
- This Convention does not apply to legislation designed to give effect to a social
security convention concluded between a Contracting Party and one or more other States.
Article 3
- Annex II specifies, in respect of each Contracting Party, the legislation and schemes
referred to in Article 2, paragraphs 1 and 2.
- Each Contracting Party shall give notice, in accordance with the provisions of Article
81, paragraph 1, of any amendment to be made to Annex II as a result of the adoption of
new legislation. Such notice shall be given within three months from the date of
publication of such legislation or, in the case of legislation published before the date
of ratification of this Convention, on the date of ratification.
Article 4
- The provisions of this Convention shall be applicable:
- to persons who are or have been subject to the legislation of one or more of the
Contracting Parties and are nationals of a Contracting Party, or are refugees or stateless
persons resident in the territory of a Contracting Party, as well as to the members of
their families and their survivors;
- to the survivors of persons who were subject to the legislation of one or more of the
Contracting Parties, irrespective of the nationality of such persons, where these
survivors are nationals of a Contracting Party, or refugees or stateless persons resident
in the territory of a Contracting Party;
- without prejudice to Article 2, paragraph 4, to civil servants and persons treated as
such under the legislation of the Contracting Party concerned, in so far as they are
subject to any legislation of that Contracting Party to which this Convention applies.
- Notwithstanding the provisions of sub-paragraph c of the preceding paragraph, the
categories of persons other than members of the service staff of diplomatic
missions or consular posts and persons employed in the private service of officials of
such missions or posts in respect of whom the Vienna Convention on Diplomatic
Relations and the Vienna Convention on Consular Relations provide for exemption from the
social security provisions which are in force in the receiving State, shall not benefit
from the provisions of this Convention.
Article 5
- Subject to the provisions of Article 6, this Convention replaces, in respect of persons
to whom it is applicable, any social security conventions binding:
- two or more Contracting Parties exclusively; or
- at least two Contracting Parties and one or more other States in respect of cases
calling for no action on the part of an institution of one of the latter States.
- However, where the application of certain provisions of this Convention is subject to
the conclusion of bilateral or multilateral agreements, the provisions of the conventions
referred to in sub-paragraphs a and b of the preceding paragraph shall remain applicable
until the entry into force of such agreements.
Article 6
- The provisions of this Convention shall not affect obligations under any convention
adopted by the International Labour Conference.
- This Convention shall not affect the provisions on social security in the Treaty of 25
March 1957 establishing the European Economic Community nor the association agreements
envisaged under that Treaty nor the measures taken in application of those provisions.
- Notwithstanding the provisions of Article 5, paragraph 1, two or more Contracting
Parties may keep in force, by mutual agreement and in respect of themselves, the
provisions of social security conventions by which they are bound by specifying them in
Annex III or, in the case of provisions relating to the application of these conventions,
by specifying them in an annex to the Supplementary Agreement for the application of this
Convention.
- However, this Convention shall apply in all cases requiring action on the part of an
institution of a Contracting Party other than those which are bound by the provisions
referred to in paragraph 2 or in paragraph 3 of this article as well as in the case of
persons who are entitled to benefits under this Convention and to whom the said provisions
are not exclusively applicable.
- Two or more Contracting Parties which are bound by the provisions specified in Annex III
may, by mutual agreement and in respect of themselves, make appropriate amendments to this
annex by giving notice thereof in accordance with the provisions of Article 81, paragraph
1.
Article 7
- Two or more Contracting Parties may, if need be, conclude with each other social
security conventions founded on the principles of this Convention.
- Each Contracting Party shall give notice, in accordance with the provisions of Article
81, paragraph 1, of any convention which it concludes by virtue of the preceding
paragraph, and of any subsequent amendment or denunciation of such a convention. Such
notice shall be given within three months from the date of entry into force of that
convention or its amendment, or from the date on which its denunciation takes effect.
Article 8
- Unless otherwise specified in this Convention, persons who are resident in the territory
of a Contracting Party and to whom the Convention is applicable shall have the same rights
and obligations under the legislation of every Contracting Party as the nationals of such
Party.
- However, entitlement to non-contributory benefits, the amount of which does not depend
on the length of the periods of residence completed, may be made conditional on the
beneficiary having resided in the territory of the Contracting Party concerned or, in the
case of survivors' benefits, on the deceased having resided there for a period which may
not be set:
- at more than six months immediately preceding the lodging of the claim, for maternity
benefits and unemployment benefits;
- at more than five consecutive years immediately preceding the lodging of the claim, for
invalidity benefits, or immediately preceding death, for survivors' benefits;
- at more than ten years between the age of sixteen and the pensionable age, of which it
may be required that five years shall immediately precede the lodging of the claim, for
old-age benefits.
- If a person does not fulfil the conditions laid down in sub-paragraph b or sub-paragraph
c of the preceding paragraph, but has been subject or, in the case of survivors'
benefits, if the deceased has been subject to the legislation of the Contracting
Party concerned for at least one year, that person or the survivors of the deceased shall
nevertheless, without prejudice to the provisions of Article 27, be entitled to benefits
calculated on the basis of the full benefit and up to an amount not exceeding it:
- in the case of invalidity or death benefits, in proportion to the ratio of the number of
years of residence completed by the person concerned or the deceased under the said
legislation between the date on which he reached the age of sixteen and the date of his
incapacity for work followed by invalidity or death, to two-thirds of the number of years
separating those two dates, disregarding any years subsequent to pensionable age;
- in the case of old-age pension, in proportion to the ratio of the number of years of
residence completed by the person concerned under the said legislation between the date on
which he reached the age of sixteen and the pensionable age, to thirty years.
- Annex IV specifies, for each Contracting Party concerned, the benefits provided under
its legislation to which the provisions of paragraph 2 or paragraph 3 of this article are
applicable.
- Each Contracting Party concerned shall give notice, in accordance with the provisions of
Article 81, paragraph 1, of any amendment to be made to Annex IV. If such an amendment
results from the adoption of new legislation, such notice shall be given within three
months from the date of publication of that legislation or, in the case of legislation
published before the date of ratification of this Convention, on the date of ratification.
- The provisions of paragraph 1 of this article shall not affect the legislation of any
Contracting Party in so far as it concerns participation in social security administration
or membership of social security tribunals.
- Special measures may be adopted concerning the participation in voluntary insurance or
optional continued insurance of persons not resident in the territory of the Contracting
Party concerned, or the entitlement to benefits under the transitional arrangements
specified in Annex VII.
Article 9
- The benefit of the provisions of social security conventions which remain in force by
virtue of Article 6, paragraph 3, and the provisions of social security conventions
concluded by virtue of Article 7, paragraph 1, may be extended, by agreement between the
Parties bound thereby, to nationals of every Contracting Party.
- Annex V specifies the provisions of social security conventions which remain in force by
virtue of Article 6, paragraph 3, and whose application is to be extended, in accordance
with paragraph 1 of the present article, to nationals of every Contracting Party.
- The Contracting Parties concerned shall give notice, in accordance with the provisions
of Article 81, paragraph 1, of the provisions of the social security conventions concluded
by them by virtue of Article 7, paragraph 1, whose application is extended, in accordance
with paragraph 1 of the present article, to nationals of every Contracting Party. The
provisions of the said conventions shall be indicated in Annex V.
- Two or more Contracting Parties which are bound by the provisions specified in Annex V
may, by mutual agreement and in respect of themselves, make appropriate amendments to this
annex by giving notice thereof in accordance with the provisions of Article 81, paragraph
1.
Article 10
If the legislation of a Contracting Party makes admission to voluntary insurance or
optional continued insurance conditional upon the completion of periods of insurance, the
institution applying that legislation shall to that end, for the purpose of adding periods
together, take account, to the extent necessary, of periods of insurance completed under
the legislation of any other Contracting Party and, where appropriate, of periods of
residence completed after the age of sixteen under the non-contributory scheme of any
other Contracting Party, as if they had been periods of insurance completed under the
legislation of the first Party.
Article 11
- Unless otherwise specified in this Convention, neither invalidity cash benefits, old-age
or survivors' cash benefits, pensions in respect of occupational injuries or diseases, nor
death grants, payable under the legislation of one or more Contracting Parties, shall be
liable to reduction, modification, suspension, suppression or forfeiture by reason of the
fact that the beneficiary is resident in the territory of a Contracting Party other than
that in which the institution liable for payment is situated.
- However, notwithstanding the provisions of Article 8, paragraphs 1 and 2, the
invalidity, old-age or survivors' benefits specified in Annex IV shall be calculated in
accordance with the provisions of sub-paragraph a or sub-paragraph b of paragraph 3 of the
said Article 8, as the case may be, if the beneficiary is resident in the territory of a
Contracting Party other than that in which the institution liable for payment is situated.
- The provisions of paragraphs 1 and 2 of the present article shall not apply to the
following benefits, in so far as they are specified in Annex VI:
- special non-contributory benefits granted to invalids who are unable to earn a living;
- special non-contributory benefits granted to persons not entitled to normal benefits;
- benefits granted under transitional arrangements;
- special benefits granted as assistance or in case of need.
- Each Contracting Party concerned shall give notice, in accordance with the provisions of
Article 81, paragraph 1, of any amendment to be made to Annex VI. If such an amendment
results from the adoption of new legislation, such notice shall be given within three
months from the date of publication of that legislation or, in the case of legislation
published before the date of ratification of this Convention, on the date of ratification.
- Where the legislation of a Contracting Party makes the repayment of contributions
conditional upon the person concerned having ceased to be subject to compulsory insurance,
that condition shall not be regarded as fulfilled so long as that person is subject to
compulsory insurance under the legislation of any other Contracting Party.
- The Contracting Parties shall determine by means of bilateral or multilateral agreements
the conditions of payment of benefits referred to in paragraph 1 of the present article
due to persons enjoying rights under this Convention who are resident in the territory of
a State which is not a Contracting Party.
Article 12
The rules governing changes in rates of benefits laid down in the legislation of a
Contracting Party shall be applicable to benefits payable under such legislation in
accordance with the provisions of this Convention.
Article 13
- Except for benefits in respect of invalidity, old age, survivors or occupational disease
which are paid by the institutions of two or more Contracting Parties in accordance with
the provisions of Article 29 or of Article 47, sub-paragraph b, this Convention shall not
confer or maintain entitlement to several benefits of the same nature or to several
benefits relating to one and the same period of compulsory insurance.
- Provisions in the legislation of a Contracting Party for the reduction, suspension or
suppression of benefits where there is overlapping with other benefits or other income, or
because of an occupational activity, shall apply also to a beneficiary in respect of
benefits acquired under the legislation of another Contracting Party or in respect of
income obtained, or occupation followed, in the territory of another Contracting Party.
This rule shall not, however, apply to benefits of the same nature payable in respect of
invalidity, old age, survivors or occupational disease by the institutions of two or more
Contracting Parties in accordance with the provisions of Article 29 or of Article 47,
sub-paragraph b.
Title II Provisions which determine the legislation
applicable
Article 14
In respect of persons coming within the scope of this Convention, the legislation
applicable shall be determined in accordance with the following provisions:
- employed persons who are employed in the territory of a Contracting Party shall be
subject to the legislation of that Party, even if they are resident in the territory of
another Contracting Party or if the undertaking which employs them has its principal place
of business, or their employer has his place of residence, in the territory of another
Contracting Party;
- workers who follow their occupation on board a ship flying the flag of a Contracting
Party shall be subject to the legislation of that Party;
- self-employed persons who follow their occupation in the territory of a Contracting
Party shall be subject to the legislation of that Party, even if they reside in the
territory of another Contracting Party;
- civil servants and persons treated as such shall be subject to the legislation of the
Contracting Party in whose administration they are employed.
Article 15
- The rule stated in Article 14, sub-paragraph a, shall apply subject to the following
exceptions or modifications:
-
- employed persons who are employed in the territory of a Contracting Party by an
undertaking which is their regular employer and who are sent by that undertaking to work
for it in the territory of another Contracting Party shall remain subject to the
legislation of the first Party provided that the expected duration of the work does not
exceed twelve months and that they are not sent to replace other employed persons who have
completed their period of employment abroad;
- if the work to be carried out continues because of unforeseeable circumstances for a
period longer than originally intended and exceeding twelve months, the legislation of the
first Party shall remain applicable until the work is completed, subject to the consent of
the competent authority of the second Party or of the body designated by it;
-
- employed persons who are employed in international transport in the territory of two or
more Contracting Parties as travelling personnel in the service of an undertaking which
has its principal place of business in the territory of a Contracting Party and which, on
behalf of others or on its own account, transports passengers or goods by rail, road, air
or inland waterway, shall be subject to the legislation of the latter Party;
- however, if they are employed by a branch or permanent agency which the said undertaking
has in the territory of a Contracting Party other than the Party in whose territory it has
its principal place of business, they shall be subject to the legislation of the
Contracting Party in whose territory the branch or permanent agency is situated;
- if they are employed wholly or mainly in the territory of the Contracting Party where
they are resident, they shall be subject to the legislation of that Party, even if the
undertaking which employs them has neither its principal place of business nor a branch or
permanent agency in that territory;
-
- employed persons other than those in international transport who normally follow their
occupation in the territory of two or more Contracting Parties shall be subject to the
legislation of the Contracting Party in whose territory they reside if their occupation is
carried on partly in that territory or if they are employed by several undertakings or by
several employers having their principal places of business or their places of residence
in the territory of different Contracting Parties;
- in other cases, they shall be subject to the legislation of the Contracting Party in
whose territory the undertaking which employs them has its principal place of business or
their employer has his place of residence;
- employed persons who are employed in the territory of a Contracting Party by an
undertaking which has its principal place of business in the territory of another
Contracting Party and lies astride the common frontier of the Contracting Parties
concerned shall be subject to the legislation of the Contracting Party in whose territory
the undertaking has its principal place of business.
- The rule stated in Article 14, sub-paragraph b, shall apply subject to the following
exceptions:
- employed persons who are employed by an undertaking which is their regular employer,
either in the territory of a Contracting Party or on board a ship flying the flag of a
Contracting Party, and who are sent by that undertaking to work for it on board a ship
flying the flag of another Contracting Party, shall remain subject to the legislation of
the first Party, subject to the conditions laid down in paragraph 1, sub-paragraph a, of
the present article;
- workers who normally follow their occupation in the territorial waters or in a port of a
Contracting Party on board a ship flying the flag of another Contracting Party but who are
not members of the ship's crew, shall be subject to the legislation of the first Party;
and
- employed persons who are employed on board a ship flying the flag of a Contracting Party
and who are paid in respect of this occupation by an undertaking having its principal
place of business, or by a person having his place of residence, in the territory of
another Contracting Party, shall be subject to the legislation of the latter Party if they
reside in its territory; the undertaking or person paying the remuneration shall be
considered as the employer for the purpose of the application of the said legislation.
- The rule stated in Article 14, sub-paragraph c, shall apply subject to the following
exceptions or modifications:
- self-employed persons who reside in the territory of one Contracting Party and follow
their occupation in the territory of another Contracting Party shall be subject to the
legislation of the first Party:
- if the second Party has no legislation applicable to them, or
- if, under the legislation of the two Parties concerned, self-employed persons are
subject to such legislation solely by reason of the fact that they are resident in the
territory of those Parties;
- self-employed persons who normally follow their occupation in the territory of two or
more Contracting Parties shall be subject to the legislation of the Contracting Party in
whose territory they are resident, if they work partly in that territory or if, under that
legislation, they are subject to it solely by reason of the fact that they are resident in
the territory of that Party;
- where the self-employed persons referred to in the preceding sub-paragraph do not follow
a part of their occupation in the territory of the Contracting Party where they are
resident, or where, under the legislation of that Party, they are not subject to that
legislation solely by reason of the fact that they are resident, or where that Party has
no legislation applicable to them, they shall be subject to the legislation jointly agreed
upon by the Contracting Parties concerned or by their competent authorities.
- Where by virtue of the preceding paragraphs of this article, a worker is subject to the
legislation of a Contracting Party in whose territory he does not work, that legislation
shall be applicable to him as if he worked in the territory of that Party.
Article 16
- The provisions of Articles 14 and 15 shall not apply to voluntary insurance or optional
continued insurance.
- Where the application of the legislation of two or more Contracting Parties would result
in affiliation to a compulsory insurance scheme and at the same time permit membership of
one or more voluntary insurance or optional continued insurance schemes, the person
concerned shall be subject exclusively to the compulsory insurance scheme. However, in
respect of invalidity, old age and death pensions, this Convention shall not affect the
provisions of legislation of any Contracting Party permitting simultaneous affiliation to
a voluntary insurance or optional continued insurance scheme and to a compulsory insurance
scheme.
- Where the application of the legislation of two or more Contracting Parties would result
in the possibility of membership of two or more voluntary insurance or optional continued
insurance schemes, the person concerned shall be admitted solely to the voluntary
insurance or optional continued insurance scheme of the Contracting Party in whose
territory he is resident or, if he is not resident in the territory of one of these
Contracting Parties, to the scheme of that Contracting Party for whose legislation he has
opted.
Article 17
- The provisions of Article 14, sub-paragraph a, shall apply to members of the service
staff of diplomatic missions or consular posts, and also to persons employed in the
private service of officials of such missions or posts.
- However, workers referred to in the preceding paragraph, who are nationals of a
Contracting Party which is the sending State, may opt for the application of the
legislation of that Party. Such right of option may be exercised only once, within the
three months following the entry into force of this Convention or on the date on which the
person concerned is engaged by the diplomatic mission or consular post or enters the
private service of an official of that mission or that post, as the case may be. The
option shall take effect on the date on which it is exercised.
Article 18
- The competent authorities of two or more Contracting Parties may, by agreement, provide
for exceptions to the provisions of Articles 14 to 17 in the interests of persons affected
thereby.
- The application of the provisions of the preceding paragraph shall, if need be, be
subject to a request by the workers concerned and, where appropriate, by their employers.
Moreover, such application shall be the subject of a decision by which the competent
authority of the Contracting Party whose legislation is applicable confirms that the said
workers are no longer subject to the aforesaid legislation and will henceforth be subject
to the legislation of another Contracting Party.
Title III Special provisions governing the various
categories of benefits
Chapter 1 Sickness and maternity
Article 19
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of the entitlement to benefits conditional upon the completion of periods of
insurance, the competent institution of that Party shall, to that end, for the purpose of
adding periods together, take account, to the extent necessary, of periods of insurance
completed under the legislation of any other Contracting Party and, where appropriate, of
periods of residence completed after the age of sixteen under non-contributory schemes of
any other Contracting Party, as if they were periods of insurance completed under the
legislation of the first Party.
- Where the legislation of a Contracting Party makes admission to compulsory insurance
conditional upon the completion of periods of insurance, periods of insurance completed
under the legislation of any other Contracting Party and, where appropriate, periods of
residence completed after the age of sixteen under the non-contributory schemes of any
other Contracting Party shall, to that end, for the purpose of adding periods together, be
taken into account, to the extent necessary, as if they were periods of insurance
completed under the legislation of the first Party.
Article 20
- Persons who reside in the territory of a Contracting Party other than the competent
State and who satisfy the conditions for entitlement prescribed by the legislation of the
latter State, regard being had, where appropriate, to the provisions of Article 19, shall
receive in the territory of the Contracting Party in which they are resident:
- benefits in kind, provided at the expense of the competent institution by the
institution of the place of residence in accordance with the provisions of the legislation
which the latter institution applies, as if these persons were affiliated to it;
- cash benefits, paid by the competent institution in accordance with the provisions of
the legislation which it applies, as if these persons were resident in the territory of
the competent State. However, by agreement between the competent institution and the
institution of the place of residence, cash benefits may also be paid through the latter
institution, on behalf of the competent institution.
- The provisions of the preceding paragraph shall apply, mutatis mutandis, in
respect of benefits in kind to members of the family who are resident in the territory of
a Contracting Party other than the competent State.
- Benefits may also be paid to frontier workers by the competent institution in the
territory of the competent State, in accordance with the provisions of the legislation of
that State, as if they were resident in its territory. However, members of their family
shall be entitled to benefits in kind under the same conditions only if there is an
agreement to that effect between the competent authorities of the Contracting Parties
concerned, or failing that, except in case of emergency, if there is prior authorisation
by the competent institution.
- Persons to whom this article applies, other than frontier workers or members of their
families, who are temporarily resident in the territory of the competent State, shall be
entitled to benefits in accordance with the provisions of the legislation of that State as
if they were resident in its territory even if they were already receiving benefits for
the same case of sickness or maternity before taking up their temporary residence.
- Persons to whom this article applies who transfer their residence to the territory of
the competent State shall be entitled to benefits in accordance with the provisions of the
legislation of that State, even if they were already receiving benefits for the same case
of sickness or maternity before transferring their residence.
Article 21
- Persons who satisfy the conditions for entitlement to benefits under the legislation of
the competent State, regard being had, where appropriate, to the provisions of Article 19,
and:
- whose condition necessitates the immediate provision of benefits during temporary
residence in the territory of a Contracting Party other than the competent State, or
- who, having become entitled to benefits payable by the competent institution, are
authorised by that institution to return to the territory of a Contracting Party other
than the competent State where they are resident or to transfer their residence to the
territory of a Contracting Party other than the competent State, or
- who are authorised by the competent institution to go to the territory of a Contracting
Party other than the competent State in order to receive the treatment required by their
condition,
shall receive:
- benefits in kind, provided at the expense of the competent institution by the
institution of the place of residence or temporary residence in accordance with the
provisions of the legislation applied by the latter institution, as if these persons were
affiliated to it, for a period not exceeding any period which may be prescribed by the
legislation of the competent State;
- cash benefits, paid by the competent institution in accordance with the provisions of
the legislation which it applies, as if these persons were in the territory of the
competent State. However, by agreement between the competent institution and the
institution of the place of residence or temporary residence, cash benefits may be paid
through the latter institution, on behalf of the competent institution.
- a The authorisation referred to in sub-paragraph b of the preceding
paragraph may be refused only if the move might prejudice the health or the course of
medical treatment of the person concerned;
b the authorisation referred to in sub-paragraph c of the preceding
paragraph shall not be refused when the requisite treatment cannot be given in the
territory of the Contracting Party in which the person concerned resides.
- The provisions of the preceding paragraphs of this article shall apply, mutatis
mutandis, to members of the family in respect of benefits in kind.
Article 22
- Where the legislation of a Contracting Party makes the provision of benefits in kind to
members of the family conditional on their being personally insured, the provisions of
Articles 20 and 21 shall apply to members of the family of a person subject to that
legislation only if they are personally affiliated to the same institution of the said
Party as that person, or to another institution of the said Party which provides
corresponding benefits.
- Where the legislation of a Contracting Party provides that the calculation of cash
benefits shall be based on average earnings, the competent institution of that Party shall
determine those average earnings exclusively on the basis of the earnings recorded during
the periods completed under the said legislation.
- Where the legislation of a Contracting Party provides that the calculation of cash
benefits shall be based on fixed earnings, the competent institution of that Party shall
take account exclusively of such fixed earnings or, where appropriate, of the average
fixed earnings corresponding to the periods completed under the said legislation.
- Where the legislation of a Contracting Party provides that the amount of cash benefits
shall vary with the number of members of the family, the competent institution of that
Party shall take account also of members of the family resident in the territory of
another Contracting Party, as if they were resident in the territory of the first Party.
Article 23
Unemployed persons who satisfy the conditions for entitlement to benefits in kind under
the legislation of the Contracting Party responsible for providing unemployment benefit,
regard being had, where appropriate, to the provisions of Article 19, shall be entitled,
together with the members of their families, to benefits in kind if they are resident in
the territory of another Contracting Party. Such benefits in kind shall be provided by the
institution of the place of residence in accordance with the provisions of the legislation
which that institution applies, as if the persons concerned were entitled to the benefits
by virtue of that legislation, but the cost shall be borne by the competent institution of
the first-mentioned Party.
Article 24
- Where a person receiving a pension under the legislation of two or more Contracting
Parties is entitled to benefits in kind under the legislation of the Contracting Party in
whose territory he is resident, regard being had, where appropriate, to the provisions of
Article 19, such benefits shall be provided for him and for the members of his family by
the institution of the place of residence at its own cost, as if he were a pensioner under
the legislation of the latter Party only.
- Where a person receiving a pension under the legislation of a Contracting Party or
pensions under the legislation of two or more Contracting Parties, is not entitled to
benefits in kind under the legislation of the Contracting Party in whose territory he is
resident, he shall nevertheless be entitled to such benefits for himself, and for the
members of his family, if he is entitled to them under the legislation of the former
Party, or of one of the former Parties, regard being had, where appropriate, to the
provisions of Article 19, or if he would be entitled to them if he were resident in the
territory of one of those Parties. The benefits in kind shall be provided by the
institution of the place of residence, in accordance with the provisions of the
legislation which it applies, as if the pensioner were entitled to the said benefits under
that legislation, but the cost shall be borne by the institution as determined under the
rules laid down in the following paragraph.
- In the cases referred to in the preceding paragraph, the institution which shall bear
the cost of the benefits in kind shall be determined according to the following rules:
- where the pensioner is entitled to the said benefits under the legislation of one
Contracting Party only, the cost shall be borne by the competent institution of that
Party;
- where the pensioner is entitled to the said benefits under the legislation of two or
more Contracting Parties, the cost shall be borne by the competent institution of the
Contracting Party under whose legislation the pensioner completed the longest period of
insurance or residence; if by virtue of this rule two or more institutions would be liable
for the cost of the benefits, the cost shall be borne by the institution of the
Contracting Party to whose legislation the pensioner was last subject.
- Where the members of the family of a person receiving a pension under the legislation of
a Contracting Party or pensions under the legislation of two or more Contracting Parties
are resident in the territory of a Contracting Party other than that in which the
pensioner himself resides, they shall receive benefits in kind as if the pensioner were
resident in the same territory, provided that he is entitled to such benefits under the
legislation of a Contracting Party. The benefits in kind shall be provided by the
institution of the place of residence of the members of the family under the provisions of
the legislation which it applies, as if they were entitled to such benefits under that
legislation, but their cost shall be borne by the institution of the pensioner's place of
residence.
- Members of the family to whom the preceding paragraph applies who transfer their
residence to the territory of the Contracting Party in which the pensioner resides shall
be entitled to benefits under the provisions of the legislation of that Party even if they
have already received benefits for the same case of sickness or maternity before
transferring their residence.
- A person receiving a pension under the legislation of a Contracting Party, or pensions
under the legislation of two or more Contracting Parties, who is entitled to benefits in
kind under the legislation of one of these Parties, shall, together with the members of
his family, be entitled to such benefits:
- during temporary residence in the territory of a Contracting Party other than that in
which they are resident, where their condition requires the immediate provision of
benefit; or
- where they have been authorised by the institution of the place of residence to go to
the territory of a Contracting Party other than that in which they are resident in order
to receive the treatment required by their condition.
- In the cases referred to in the preceding paragraph, the benefits in kind shall be
provided by the institution of the place of temporary residence in accordance with the
provisions of the legislation which it applies, as if the persons concerned were entitled
to such benefits under that legislation, but the cost shall be borne by the institution of
the pensioner's place of residence.
- Where the legislation of a Contracting Party provides for contributions to be deducted
from the pension payable for the purpose of entitlement to benefits in kind, the
institution of the Party which pays the pension shall be authorised to make such
deductions if the cost of the benefits in kind is borne by an institution of that Party by
virtue of this article.
Article 25
- Where the legislation applied by the institution of the place of residence or temporary
residence provides for two or more sickness and maternity insurance schemes, the rules to
be applied in respect of the provision of benefits in kind, in the cases covered by
Article 20, paragraphs 1 and 2, Article 21, paragraphs 1 and 3, Article 23, and Article
24, paragraphs 2, 4 and 6, shall be those of the general scheme or, failing that, of the
scheme for industrial workers.
- Where the legislation of a Contracting Party makes the award of benefits dependent on
the origin of the sickness, that condition shall not apply to persons covered by this
Convention, irrespective of the territory of the Contracting Party in which they reside.
- Where the legislation of a Contracting Party fixes a maximum period for the award of
benefits, the institution which applies that legislation may, where appropriate, take
account of any period during which benefits have already been provided by the institution
of another Contracting Party for the same case of sickness or maternity.
Article 26
- The application of the provisions of Articles 20, 21, 23 and 24 as between two or more
Contracting Parties shall be subject to the conclusion between those Parties of bilateral
or multilateral agreements which may also contain appropriate special arrangements.
- The agreements referred to in the preceding paragraph shall specify in particular:
- the categories of persons to whom the provisions of Articles 20, 21, 23 and 24 shall
apply;
- the period during which benefits in kind may be provided by the institution of one
Contracting Party, the cost being borne by the institution of another Contracting Party;
- the special conditions governing the supply of prosthetic appliances, major aids and
other major benefits in kind;
- rules to prevent the overlapping of benefits of the same kind;
- arrangements for the refund of benefits provided by the institution of one Contracting
Party, the cost being borne by the institution of another Contracting Party.
- Two or more Contracting Parties may agree that there shall be no refunds between the
institutions in their jurisdiction.
Chapter 2 Invalidity, old age and death pensions
Section 1 Common provisions
Article 27
Where a person has been subject successively or alternatively to the legislation of two
or more Contracting Parties, the said person or his survivors shall be entitled to
benefits in accordance with the provisions of this chapter, even if such persons would be
entitled to claim benefits under the legislation of one or more Contracting Parties
without these provisions being applied.
Article 28
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of entitlement to benefits conditional upon the completion of periods of
insurance, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account of periods of insurance completed under
the legislation of any other Contracting Party and, where appropriate, of periods of
residence completed after the age of sixteen under non-contributory schemes of any other
Contracting Party, as if they were periods of insurance completed under the legislation of
the first Party.
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of entitlement to benefits conditional upon the completion of periods of
residence, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account of periods of insurance completed under
the legislation of any other Contracting Party, and, where appropriate, of periods of
residence completed after the age of sixteen under non-contributory schemes of any other
Contracting Party, as if they were periods of residence completed under the legislation of
the first Party.
- Where, under the legislation of a Contracting Party, a person has been affiliated at the
same time to a contributory scheme and to a non-contributory scheme for the same
contingency, the institution of any other Contracting Party concerned shall have regard,
in applying paragraphs 1 or 2 of this article, to the longest period of insurance or of
residence completed under the legislation of the first Party.
- Where the legislation of a Contracting Party makes the provision of certain benefits
conditional upon the completion of periods of insurance in an occupation covered by a
special scheme or in a specified occupation or employment, only periods completed under a
corresponding scheme, or, failing that, in the same occupation or, where appropriate, in
the same employment, under the legislation of other Contracting Parties, shall be taken
into account for the award of such benefits. If, notwithstanding periods completed in this
way, the person concerned does not satisfy the conditions for entitlement to the said
benefits, the periods concerned shall be taken into account for the award of benefits
under the general scheme or, failing that, the scheme applicable to wage-earners or to
salaried employees, as appropriate.
- Where the legislation of a Contracting Party, which does not make entitlement to
benefits or the amount thereof subject to any specific period of insurance or employment
but makes the provision of such benefits conditional on the person concerned or, in the
case of survivors' benefits, the deceased, having been subject to that legislation at the
time at which the contingency arose, that condition shall be considered fulfilled if the
person concerned or the deceased, as the case may be, was subject at that time to the
legislation of another Contracting Party.
- Where the legislation of a Contracting Party provides that the period of payment of a
pension may be taken into consideration for the acquisition, maintenance or recovery of
entitlement to benefits, the competent institution of that Party shall to that end take
account of any period during which a pension was paid under the legislation of any other
Contracting Party.
Article 29
- The institution of each Contracting Party to whose legislation the person concerned has
been subject shall determine, in accordance with the legislation which it applies, whether
such person satisfies the conditions for entitlement to benefits having regard, where
appropriate, to the provisions of Article 28.
- If the person concerned satisfies those conditions, the said institution shall calculate
the theoretical amount of the benefit he could claim if all the periods of insurance and
of residence completed under the legislation of the Contracting Parties concerned, and
taken into account for determining entitlement, in accordance with the provisions of
Article 28, had been completed exclusively under the legislation which that institution
applies.
- However,
- in the case of benefits the amount of which does not depend on the length of periods
completed, that amount shall be taken to be the theoretical amount referred to in the
preceding paragraph;
- in the case of benefits specified in Annex IV, the theoretical amount referred to in the
preceding paragraph may be calculated on the basis of the full benefit and up to an amount
not exceeding it:
- in the case of invalidity or death, in proportion to the ratio of the total periods of
insurance and residence completed, before the contingency arose, by the person concerned
or the deceased under the legislation of all Contracting Parties concerned and taken into
account in accordance with the provisions of Article 28, to two-thirds the number of years
which elapsed between the date on which the person concerned or the deceased reached the
age of sixteen and the date on which occurred the incapacity for work followed by
invalidity or the death, as the case may be, disregarding any years subsequent to
pensionable age;
- in the case of old age, in proportion to the ratio of the total periods of insurance and
residence completed by the person concerned under the legislation of all the Contracting
Parties concerned, and taken into account in accordance with the provisions of Article 28,
to thirty years, disregarding any years subsequent to pensionable age.
- The said institution shall then calculate the actual amount of the benefit payable by it
to the person concerned on the basis of the theoretical amount calculated in accordance
with the provisions of paragraph 2 or of paragraph 3 of this article, as appropriate, and
in proportion to the ratio of the periods of insurance or residence completed before the
contingency arose under the legislation which it applies, to the total of the periods of
insurance or residence completed before the contingency arose under the legislation of all
the Contracting Parties concerned.
- Where the legislation of a Contracting Party provides that the amount of benefits or
certain parts thereof shall be in proportion to the periods of insurance or residence
completed, the competent institution of that Party may calculate those benefits or parts
thereof directly, solely on the basis of the periods completed under the legislation which
it applies, notwithstanding the provisions of paragraphs 2 to 4 of this article.
Article 30
- For the calculation of the theoretical amount referred to in Article 29, paragraph 2:
- where the legislation of a Contracting Party provides that benefits shall be calculated
on the basis of average earnings, an average contribution, an average increase or on the
basis of the ratio of the claimant's gross earnings during the periods of insurance to the
average gross earnings of all insured persons other than apprentices, such average figures
or ratios shall be determined by the competent institution of that Party solely on the
basis of the periods completed under the legislation of the said Party or of the gross
earnings received by the person concerned during those periods only;
- where the legislation of a Contracting Party provides that benefits shall be calculated
on the basis of the amount of earnings, contributions or increases, the earnings,
contributions or increases to be taken into account by the competent institution of that
Party in respect of periods completed under the legislation of other Contracting Parties
shall be determined on the basis of the average earnings, contributions or increases
recorded for the periods completed under the legislation of the first Party;
- where the legislation of a Contracting Party provides that benefits shall be calculated
on the basis of fixed earnings or a fixed amount, the earnings or the amount to be taken
into account by the competent institution of that Party in respect of periods completed
under the legislation of other Contracting Parties shall be equal to the fixed earnings or
the fixed amount or, where appropriate, the average fixed earnings or fixed amount
corresponding to the periods completed under the legislation of the first Party;
- where the legislation of a Contracting Party provides that benefits shall be calculated,
in respect of certain periods, on the basis of earnings and, in respect of other periods,
on the basis of fixed earnings or a fixed amount, the competent institution of that Party
shall take into account, in respect of periods completed under the legislation of other
Contracting Parties, the earnings or amounts determined in accordance with the provisions
of sub-paragraph b or sub-paragraph c of this paragraph, as appropriate; where in respect
of all the periods completed under the legislation of the first Party, the benefits are
calculated on the basis of fixed earnings or a fixed amount, the earnings to be taken into
account by the competent institution of that Party, in respect of periods completed under
the legislation of other Contracting Parties, shall be equal to the notional earnings
corresponding to the said fixed earnings or fixed amount.
- Where the legislation of a Contracting Party embodies rules providing for the
revaluation of the factors taken into account for the calculation of benefits, these rules
shall apply, where appropriate, to the factors taken into account by the competent
institution of that Party, in accordance with the provisions of the preceding paragraph,
in respect of periods completed under the legislation of other Contracting Parties.
- Where the legislation of a Contracting Party provides that the amount of benefits shall
vary with the number of members of the family, the competent institution of that Party
shall take account also of the members of the family resident in the territory of another
Contracting Party, as if they were resident in the territory of the first Party.
Article 31
- Notwithstanding the provisions of Article 29, where the total duration of the periods of
insurance or residence completed under the legislation of a Contracting Party is less than
one year and where, taking into account only those periods, no entitlement to benefits
exists under that legislation, the institution of the Party concerned shall not be bound
to award benefits in respect of the said periods.
- The periods referred to in the preceding paragraph shall be taken into account by the
institution of each of the other Contracting Parties concerned for the purpose of applying
Article 29, except paragraph 4 thereof.
- However, where the application of the provisions of paragraph 1 of this article would
have the effect of relieving all the institutions concerned of the obligation to award
benefits, benefits shall be awarded exclusively under the legislation of the last
Contracting Party whose conditions are fulfilled by the person concerned, regard being had
to the provisions of Article 28, as if all the periods referred to in paragraph 1 of the
present article had been completed under the legislation of that Party.
Article 32
- Notwithstanding the provisions of Article 29, where the total of all periods of
insurance or residence completed under the legislation of a Contracting Party is at least
one year but less than five years, the institution of that Party shall not be bound to
award old-age benefits in respect of the said periods.
- The periods referred to in the preceding paragraph shall be taken into account, for the
purpose of applying Article 29, by the institution of the Contracting Party under whose
legislation the person concerned completed the longest period of insurance or residence,
as if the periods in question had been completed under the legislation of that Party.
Where, under this rule, the said periods would have to be taken into account by more than
one institution, they shall be taken into account only by the institution of the
Contracting Party to whose legislation the person concerned was last subject.
- The institution referred to in paragraph 1 of this article shall transfer to the
institution mentioned in paragraph 2, in final settlement, a lump sum equal to ten times
the annual amount of the part-benefit payable by the last-mentioned institution, in
accordance with the provisions of Article 29, in respect of periods completed under the
legislation applied by the first institution. The competent authorities of the Contracting
Parties concerned may agree on different arrangements for settling their liabilities in
respect of such periods.
- However, where the application of the provisions of paragraph 1 of this article would
have the effect of relieving all the institutions concerned of the obligation to award
benefits, benefits shall be awarded in accordance with the provisions of Article 29.
- Where the combined application of the provisions of Article 31, paragraph 1, and of
paragraph 1 of this article would have the effect of relieving all the institutions
concerned of the obligation to award benefits, benefits shall be awarded in accordance
with the provisions of Article 29, without prejudice to the provisions of Article 31,
paragraphs 1 and 2.
- The application of the provisions of the preceding paragraphs of this article as between
two or more Contracting Parties shall be subject to the conclusion of bilateral or
multilateral agreements between those Parties and shall be limited to cases in which the
persons concerned have been subject exclusively to the legislation of those Parties.
Article 33
- If the person concerned does not, at a given date, satisfy the conditions required by
the legislation of all the Contracting Parties concerned, regard being had to the
provisions of Article 28, but satisfies the conditions of the legislation of only one or
more of them, the following provisions shall apply:
- the amount of the benefits payable shall be calculated in accordance with the provisions
of paragraphs 2 to 4 or of paragraph 5 of Article 29, as appropriate, by each of the
competent institutions applying legislation the conditions of which are fulfilled;
- however,
- if the person concerned satisfies the conditions of at least two legislations, without
any need to include periods of insurance or residence completed under legislations the
conditions of which are not fulfilled, such periods shall not be taken into account for
the purpose of applying the provisions of Article 29, paragraphs 2 to 4;
- if the person concerned satisfies the conditions of one legislation only, without any
need to invoke the provisions of Article 28, the amount of the benefit payable shall be
calculated exclusively in accordance with the provisions of the legislation the conditions
of which are fulfilled, taking account of periods completed under that legislation only.
- Benefits awarded under one or more of the legislations concerned in the case covered by
the preceding paragraph shall be recalculated ex officio, in accordance with the
provisions of paragraphs 2 to 4 or of paragraph 5 of Article 29, as appropriate, as and
when the conditions prescribed by the other legislation or legislations concerned are
satisfied, regard being had, where appropriate, to the provisions of Article 28.
- Benefits awarded under the legislation of two or more Contracting Parties shall be
recalculated, in accordance with the provisions of paragraph 1 of this article, at the
request of the beneficiary, when the conditions prescribed by one or more of the
legislations concerned cease to be fulfilled.
Article 34
- Where the amount of the benefits a person would be entitled to claim under the
legislation of a Contracting Party, disregarding the provisions of Articles 28 to 33, is
greater than the total benefits payable in accordance with those provisions, the competent
institution of that Party shall pay a supplement equal to the difference between the two
amounts, and shall bear the whole cost thereof.
- Where the application of the provisions of the preceding paragraph would have the effect
of entitling the person concerned to supplements from the institutions of two or more
Contracting Parties, he shall receive only whichever is the largest, and the cost shall be
apportioned among the competent institutions of the Contracting Parties concerned
according to the ratio between the amount of the supplement which each of them would have
to pay if it alone had been concerned and the amount of the combined supplement which all
the said institutions would have had to pay.
- The supplement referred to in the preceding paragraphs of this article shall be regarded
as a component of the benefits provided by the institution liable for payment. Its amount
shall be determined once and for all, except where it may be necessary to apply the
provisions of paragraph 2 or paragraph 3 of Article 33.
Section 2 Special provisions concerning invalidity
Article 35
- In the event of an aggravation of any invalidity for which a person is receiving
benefits under the legislation of one Contracting Party only, the following provisions
shall apply:
- if the person concerned, since he began to receive benefits, has not been subject to the
legislation of any other Contracting Party, the competent institution of the first Party
shall be bound to award benefits, taking the aggravation into account, in accordance with
the provisions of the legislation which that institution applies;
- if the person concerned, since he began to receive benefits, has been subject to the
legislation of one or more other Contracting Parties, benefits shall be awarded, taking
the aggravation into account, in accordance with the provisions of Articles 28 to 34;
- in the case referred to in the preceding sub-paragraph, the date on which the
aggravation was established shall be regarded as the date on which the contingency arose;
- if in the case referred to in sub-paragraph b of this paragraph the person concerned is
not entitled to benefits from the institution of another Contracting Party, the competent
institution of the first Party shall be bound to award benefits, taking the aggravation
into account, in accordance with the provisions of the legislation which that institution
applies.
- In the event of an aggravation of any invalidity for which a person is receiving
benefits under the legislation of two or more Contracting Parties, benefits shall be
awarded, taking the aggravation into account, in accordance with the provisions of
Articles 28 to 34. The provisions of sub-paragraph c of the preceding paragraph shall
apply, mutatis mutandis.
Article 36
- Where, after the suspension of benefits, payment thereof is to be resumed, this shall be
done by the institution or institutions which were liable for payment of the benefits at
the time of the suspension, without prejudice to the provisions of Article 37.
- Where, after the suppression of benefits, the state of health of the person concerned
justifies the award of further benefits, such benefits shall be awarded in accordance with
the provisions of Articles 28 to 34.
Article 37
- Invalidity benefits shall, where appropriate, be converted into oldage benefits, on the
conditions prescribed by the legislation or legislations under which they have been
awarded and in accordance with the provisions of Articles 28 to 34.
- Where, in the case referred to in Article 33, a recipient of invalidity benefits payable
under the legislation of one or more Contracting Parties becomes entitled to old-age
benefits, any institution liable for the payment of invalidity benefits shall continue to
pay the recipient the benefits to which he is entitled under the legislation which it
applies until such time as the provisions of the preceding paragraph become applicable in
respect of that institution.
Chapter 3 Occupational injuries and diseases
Article 38
- Workers having sustained an occupational injury or contracted an occupational disease
who reside in the territory of a Contracting Party other than the competent State shall be
entitled to receive in the territory of the Contracting Party in which they are resident:
- benefits in kind, provided at the expense of the competent institution by the
institution of the place of residence in accordance with the provisions of the legislation
which the latter institution applies, as if these workers were affiliated to it;
- cash benefits, paid by the competent institution in accordance with the provisions of
the legislation which it applies, as if these workers were resident in the territory of
the competent State. However, by agreement between the competent institution and the
institution of the place of residence, cash benefits may also be paid through the latter
institution, on behalf of the competent institution.
- Benefits may also be paid to frontier workers by the competent institution in the
territory of the competent State, in accordance with the provisions of the legislation of
that State, as if they were resident in its territory.
- Workers to whom this article applies, other than frontier workers, who are temporarily
resident in the territory of the competent State, shall be entitled to benefits in
accordance with the provisions of the legislation of that State as if they were resident
in its territory even if they were already receiving benefits before taking up their
temporary residence.
- Workers to whom this article applies who transfer their residence to the territory of
the competent State shall be entitled to benefits in accordance with the provisions of the
legislation of that State even if they were already receiving benefits before transferring
their residence.
Article 39
An accident on the way to or from work, which happens in the territory of a Contracting
Party other than the competent State, shall be regarded as having happened in the
territory of the competent State.
Article 40
- Workers having sustained an occupational injury or contracted an occupational disease
and:
- who are temporarily resident in the territory of a Contracting Party other than the
competent State, or
- who, having become entitled to benefits payable by the competent institution, are
authorised by that institution to return to the territory of a Contracting Party other
than the competent State where they are resident, or to transfer their residence to the
territory of a Contracting Party other than the competent State, or
- who are authorised by the competent institution to go to the territory of a Contracting
Party other than the competent State in order to receive the treatment required by their
condition,
shall receive:
- benefits in kind, provided at the expense of the competent institution by the
institution of the place of residence or temporary residence in accordance with the
provisions of the legislation applied by the latter institution, as if these workers were
affiliated to it, for a period not exceeding any period which may be prescribed by the
legislation of the competent State;
- cash benefits, paid by the competent institution in accordance with the provisions of
the legislation which it applies, as if these workers were in the territory of the
competent State. However, by agreement between the competent institution and the
institution of the place of residence or temporary residence, cash benefits may be paid
through the latter institution, on behalf of the competent institution.
-
- The authorisation referred to in sub-paragraph b of the preceding paragraph may be
refused only if the move might prejudice the health or the course of medical treatment of
the worker;
- the authorisation referred to in sub-paragraph c of the preceding paragraph shall not be
refused when the requisite treatment cannot be given in the territory of the Contracting
Party in which the worker resides.
Article 41
In the cases mentioned in Article 38, paragraph 1, and in Article 40, paragraph 1, the
competent authorities of two or more Contracting Parties may agree to make the provision
of prosthetic appliances, major aids and other major benefits in kind conditional upon
authorisation by the competent institution.
Article 42
- Where the legislation of the competent State provides for the payment of the cost of
transporting the injured worker to his place of residence or to hospital, the cost of
transport to the corresponding place in the territory of another Contracting Party where
he is resident shall be borne by the competent institution, in accordance with the
provisions of the legislation which it applies, provided that it has given prior
authorisation for the said transport, due account being taken of the reasons justifying
it.
- Where the legislation of the competent State provides for the payment of the cost of
transporting the body of a deceased worker to the place of burial, the cost of transport
to the corresponding place in the territory of another Contracting Party where the
deceased was resident shall be borne by the competent institution, in accordance with the
provisions of the legislation which it applies.
- The application of the provisions of the preceding paragraphs of this article as between
two or more Contracting Parties shall be subject to the conclusion of bilateral or
multilateral agreements between those Parties. Such agreements shall specify the
categories of persons to whom the said provisions shall apply and the arrangements for
apportioning the transport costs between the Contracting Parties concerned.
Article 43
- Where no insurance scheme covering occupational injuries or diseases exists in the
territory of the Contracting Party where the worker happens to be or where an insurance
scheme exists but has no institution responsible for the provision of benefits in kind,
such benefits shall be provided by the institution of the place of residence or temporary
residence responsible for providing benefits in kind in the event of sickness.
- Where the legislation of the competent State provides that benefits in kind shall not be
completely free unless use is made of the medical service organised by the employer, the
benefits in kind provided in the cases referred to in Article 38, paragraph 1, and in
Article 40, paragraph 1, shall be deemed to have been provided by such medical service.
- Where the legislation of the competent State embodies an employers' liability scheme,
the benefits in kind provided in the cases referred to in Article 38, paragraph 1, and in
Article 40, paragraph 1, shall be deemed to have been provided at the request of the
competent institution.
- Where the legislation of one Contracting Party explicitly or implicitly provides that
previous occupational injuries or diseases shall be taken into account in the assessment
of the degree of incapacity, the competent institution of that Party shall also take into
account for this purpose occupational injuries or diseases previously recognised in
accordance with the legislation of any other Contracting Party, as if they had occurred
under the legislation which that institution applies.
Article 44
- Where the legislation applied by the institution of the place of residence or temporary
residence embodies two or more compensation schemes, the rules to be applied in respect of
the provision of benefits in kind, in the cases referred to in Article 38, paragraph 1,
and in Article 40, paragraph 1, shall be those of the general scheme or, failing that, of
the scheme for industrial workers.
- Where the legislation of a Contracting Party fixes a maximum period for the provision of
benefits, the institution which applies that legislation may, where appropriate, take
account of any period during which benefits have already been provided by the institution
of another Contracting Party for the same case of occupational injury or disease.
Article 45
- Where the legislation of a Contracting Party provides that the calculation of cash
benefits shall be based on average earnings, the competent institution of that Party shall
determine those average earnings exclusively on the basis of the earnings recorded during
the period completed under the said legislation.
- Where the legislation of a Contracting Party provides that the calculation of cash
benefits shall be based on fixed earnings, the competent institution of that Party shall
take account exclusively of such fixed earnings or, where appropriate, of the average
fixed earnings corresponding to the periods completed under the said legislation.
- Where the legislation of a Contracting Party provides that the amount of cash benefits
shall vary with the number of members of the family, the competent institution of that
Party shall take account also of members of the family resident in the territory of
another Contracting Party, as if they were resident in the territory of the first Party.
Article 46
- If a worker having contracted an occupational disease has followed, under the
legislation of two or more Contracting Parties, an occupation liable to cause such a
disease, the benefits to which he or his survivors may be entitled shall be awarded
exclusively under the legislation of the last of the said Parties the conditions of which
they fulfil, regard being had, where appropriate, to the provisions of paragraphs 2, 3 and
4 of this article.
- Where the legislation of a Contracting Party makes entitlement to benefits for
occupational diseases conditional upon the disease in question being first diagnosed in
its territory, that condition shall be deemed to have been fulfilled if this disease was
first diagnosed in the territory of another Contracting Party.
- Where the legislation of a Contracting Party explicitly or implicitly makes entitlement
to benefits for occupational diseases conditional upon the disease in question being
diagnosed within a specified period after the termination of the last occupation liable to
have caused it, the competent institution of that Party, when ascertaining the time at
which the occupation in question was followed, shall take account to the extent necessary
of any occupation of the same kind followed under the legislation of any other Contracting
Party, as if it had been followed under the legislation of the first Party.
- Where the legislation of a Contracting Party explicitly or implicitly makes entitlement
to benefits for occupational diseases conditional upon an occupation liable to cause the
disease in question having been followed for a specified period, the competent institution
of that Party shall take account, to the extent necessary, for the purpose of adding
periods together, of periods during which such an occupation was followed in the territory
of any other Contracting Party.
- The application of the provisions of paragraphs 3 and 4 of this article as between two
or more Contracting Parties shall be subject to the conclusion of bilateral or
multilateral agreements between those Parties. Such agreements shall specify the
occupational diseases to which these provisions shall be applicable and the arrangements
for apportioning the cost of the benefits between the Contracting Parties concerned.
Article 47
Where a worker having contracted an occupational disease has received or is receiving
compensation paid by the institution of a Contracting Party, and, in the event of an
aggravation of his condition, claims benefits from the institution of another Contracting
Party, the following provisions shall apply:
- where the worker has not followed, under the legislation of the second Party, an
occupation liable to cause or to aggravate the disease in question, the competent
institution of the first Party shall bear the cost of the benefits, taking the aggravation
into account, in accordance with the provisions of the legislation which that institution
applies;
- where the worker followed such an occupation under the legislation of the second Party,
the competent institution of the first Party shall bear the cost of the benefits, leaving
the aggravation out of account, in accordance with the provisions of the legislation which
it applies; the competent institution of the second Party shall award to the worker a
supplementary benefit the amount of which shall be equal to the difference between the
amount of the benefits due after the aggravation and the amount of the benefits that would
have been due before the aggravation, in accordance with the provisions of the legislation
which that institution applies, if the disease in question had been contracted under the
legislation of that Party.
Article 48
- The competent institution shall be bound to refund the cost of benefits in kind provided
on its behalf by virtue of Article 38, paragraph 1, and Article 40, paragraph 1.
- The refund referred to in the preceding paragraph shall be determined and made under
arrangements to be agreed between the competent authorities of the Contracting Parties.
- Two or more Contracting Parties may agree that there shall be no refunds between the
institutions in their jurisdiction.
Chapter 4 Death grants
Article 49
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of entitlement to death grants conditional upon the completion of periods of
insurance, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account, to the extent necessary, of periods of
insurance completed under the legislation of any other Contracting Party and, where
appropriate, of periods of residence completed after the age of sixteen under
non-contributory schemes of any other Contracting Party, as if they were periods of
insurance completed under the legislation of the first Party.
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of entitlement to death grants conditional upon the completion of periods of
residence, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account, to the extent necessary, of periods of
insurance completed under the legislation of any other Contracting Party and, where
appropriate, of periods of residence completed after the age of sixteen under
non-contributory schemes of any other Contracting Party, as if they were periods of
residence completed under the legislation of the first Party.
Article 50
- Where a person dies in the territory of a Contracting Party other than the competent
State, the death shall be deemed to have occurred in the territory of the competent State.
- The competent institution shall provide death grants due under the legislation which it
applies, even if the beneficiary resides in the territory of a Contracting Party other
than the competent State.
- The provisions of the preceding paragraphs of this article shall apply also where death
results from an occupational injury or disease.
Chapter 5 Unemployment
Article 51
- Where the legislation of a Contracting Party makes the acquisition, maintenance or
recovery of entitlement to benefits conditional upon the completion of periods of
insurance, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account, to the extent necessary, of periods of
insurance, employment or occupational activity completed under the legislation of any
other Contracting Party, as if they were periods of insurance completed under the
legislation of the first Party, provided however that, in the case of periods of
employment or occupational activity, these periods would have been considered as periods
of insurance if they had been completed under the last mentioned legislation.
- Where the legislation of a Contracting Party makes the entitlement to benefits
conditional upon the completion of periods of employment, occupational activity or
residence, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account, to the extent necessary, of periods of
insurance, employment or occupational activity completed under the legislation of any
other Contracting Party, as if they were periods of employment, occupational activity or
residence completed under the legislation of the first Party.
- Where the legislation of a Contracting Party makes the provision of certain benefits
conditional upon the completion of periods of insurance in an occupation covered by a
special scheme, only periods completed under a corresponding scheme, or, failing that, in
the same occupation under the legislation of other Contracting Parties, shall be taken
into account for the provision of such benefits. If, notwithstanding periods completed in
this way, the person concerned does not satisfy the conditions for entitlement to the said
benefits, the periods concerned shall be taken into account for the provision of benefits
under the general scheme.
- The application of the provisions of the preceding paragraphs of this article is subject
to the condition that the person concerned was last subject to the legislation of the
Contracting Party under which the benefits are claimed, except in the cases referred to in
Article 53, paragraph 1, sub-paragraphs a.ii and b.ii.
Article 52
Unemployed workers who satisfy the conditions for entitlement to benefits prescribed by
the legislation of one Contracting Party in respect of the completion of periods of
insurance, employment, occupational activity or residence, regard being had, where
appropriate, to the provisions of Article 51, and who transfer their residence to the
territory of another Contracting Party, shall be deemed to satisfy also the conditions for
entitlement to benefits prescribed by the legislation of the second Party in this respect,
provided that they lodge a claim with the institution of their new place of residence
within thirty days of their transfer of residence. The benefits shall be paid by the
institution of the place of residence, in accordance with the provisions of the
legislation which that institution applies, the cost being borne by the competent
institution of the first Party.
Article 53
- Without prejudice to the provisions of Article 52, an unemployed worker who, during his
last employment, was resident in the territory of a Contracting Party other than the
competent State shall receive benefits in accordance with the following provisions:
-
- a frontier worker, whose unemployment in the undertaking which employs him is partial or
incidental, shall receive benefits in accordance with the provisions of the legislation of
the competent State, as if he were resident in the territory of that State, regard being
had, where appropriate, to the provisions of Article 51; such benefits shall be paid by
the competent institution;
- a frontier worker who is wholly unemployed shall receive benefits in accordance with the
provisions of the legislation of the Contracting Party in whose territory he is resident,
as if he had been subject to that legislation during his last employment, regard being
had, where appropriate, to the provisions of Article 51; such benefits shall be paid by
the institution of the place of residence;
-
- a worker, other than a frontier worker, who becomes partially, incidentally or wholly
unemployed and remains available to his employer or to the employment services in the
territory of the competent State, shall receive benefits in accordance with the provisions
of the legislation of the competent State, as if he were resident in the territory of that
State, regard being had, where appropriate, to the provisions of Article 51; such benefits
shall be paid by the competent institution;
- a worker, other than a frontier worker, who becomes wholly unemployed and makes himself
available to the employment services in the territory of the Contracting Party where he is
resident, or returns to that territory, shall receive benefits in accordance with the
provisions of the legislation of that Party, as if he had been subject to that legislation
during his last employment, regard being had, where appropriate, to the provisions of
Article 51; such benefits shall be paid by the institution of the place of residence;
- however, if the worker referred to in sub-paragraph b.ii of this paragraph has become
entitled to benefits from the competent institution of the Contracting Party to whose
legislation he was last subject, he shall receive benefits in accordance with the
provisions of Article 52, as if he had transferred his residence to the territory of the
Contracting Party referred to in sub-paragraph b.ii of this paragraph.
- As long as an unemployed worker is entitled to benefits by virtue of sub-paragraphs a.i
or b.i of the preceding paragraph, he shall not be entitled to benefits under the
legislation of the Contracting Party in whose territory he resides.
Article 54
Where, in the cases referred to in Article 52 and in Article 53, paragraph 1,
sub-paragraph b.iii, the legislation applied by the institution of the place of residence
prescribes a maximum period for the award of benefits, the said institution may, where
appropriate, take account of any period during which benefits have already been paid by
the institution of another Contracting Party since entitlement to benefits was last
established.
Article 55
- Where the legislation of a Contracting Party provides that the calculation of benefits
shall be based on the amount of previous earnings, the institution which applies that
legislation shall take account exclusively of the earnings of the worker concerned in the
last occupation which he followed in the territory of the said Party or, if he was not
last employed in that territory for at least four weeks, of the corresponding normal wage
at his place of residence, for work equivalent or similar to his last occupation in the
territory of another Contracting Party.
- Where the legislation of a Contracting Party provides that the amount of benefits shall
vary with the number of members of the family, the institution which applies that
legislation shall take account also of the members of the family resident in the territory
of another Contracting Party, as if they were resident in the territory of the first
Party.
- Where the legislation applied by the institution of the place of residence provides that
the time during which benefits are payable shall depend on the length of the periods
completed, the time during which benefits are payable shall be determined with due regard,
where appropriate, to the provisions of paragraph 1 or paragraph 2 of Article 51.
Article 56
- The application of the provisions of Articles 52 to 54 as between two or more
Contracting Parties shall be subject to the conclusion between those Parties of bilateral
or multilateral agreements which may also contain appropriate special arrangements.
- The agreements referred to in the preceding paragraph shall specify in particular:
- the categories of persons to whom the provisions of Articles 52 to 54 shall apply;
- the period during which benefits may be paid by the institution of one Contracting
Party, the cost being borne by the institution of another Contracting Party;
- arrangements for the refund of benefits provided by the institution of one Contracting
Party where the cost is to be borne by the institution of another Contracting Party.
- Two or more Contracting Parties may agree that there shall be no refunds between the
institutions in their jurisdiction.
Chapter 6 Family benefits
Article 57
Where the legislation of a Contracting Party makes the entitlement to benefits
conditional upon the completion of periods of employment, occupational activity or
residence, the institution which applies that legislation shall, to that end, for the
purpose of adding periods together, take account, to the extent necessary, of periods of
employment, occupational activity or residence completed under the legislation of any
other Contracting Party, as if they were periods of employment, occupational activity or
residence completed under the legislation of the first Party.
Article 58
- The application of the provisions of Section 1 or Section 2 of this chapter as between
two or more Contracting Parties shall be subject to the conclusion between those Parties
of bilateral or multilateral agreements which may also contain appropriate special
arrangements.
- The agreements referred to in the preceding paragraph shall specify in particular:
- the categories of persons to whom the provisions of Articles 59 to 62 shall apply;
- rules to prevent the overlapping of benefits of the same kind;
- where appropriate, the maintenance of rights acquired by virtue of social security
conventions.
Section 1 Family allowances
Article 59
- For the purpose of the application of this article and of Article 60, the term
"children" shall, within the limits prescribed in the legislation of the
Contracting Party concerned, mean:
- legitimate children, legitimised children, acknowledged illegitimate children, adopted
children and orphaned grandchildren of the beneficiary;
- legitimate children, legitimised children, acknowledged illegitimate children, adopted
children and orphaned grandchildren of the beneficiary's spouse, on condition that they
are living in the beneficiary's household in the territory of a Contracting Party.
- Persons subject to the legislation of one Contracting Party, having children who are
resident or are being brought up in the territory of another Contracting Party, shall be
entitled in respect of such children to the family allowances provided for by the
legislation of the first Party, as if these children were permanently resident or were
being brought up in the territory of that Party.
- However, in the case referred to in the preceding paragraph, the amount of the family
allowances may be limited to the amount of family allowances provided for by the
legislation of the Contracting Party in whose territory the children are resident or are
being brought up.
- For the purpose of applying the provisions of the preceding paragraph, the comparison of
the amounts of family allowances payable under the two legislations concerned shall be
made on the basis of the total number of children of the same beneficiary. Where the
legislation of the Contracting Party in whose territory the children are resident or are
being brought up provides for different family allowances rates for different categories
of beneficiaries, regard shall be had to the amounts that would be payable if the
beneficiary were subject to that legislation.
- The provisions of paragraphs 3 and 4 of this article shall not be applicable to an
employed person covered by Article 15, paragraph 1, sub-paragraph a, in respect of such
children as accompany him to the territory of the Contracting Party where he is sent to
work.
- Family allowances shall be paid in accordance with the provisions of the legislation of
the Contracting Party to which the beneficiary is subject, even if the physical or legal
person to whom the allowances are payable resides or is temporarily in the territory of
another Contracting Party.
Article 60
- Unemployed workers drawing unemployment benefits at the expense of the institution of
one Contracting Party, and having children who are resident or are being brought up in the
territory of another Contracting Party, shall be entitled, in respect of such children, to
the family allowances payable in that contingency under the legislation of the first
Party, as if they were resident or were being brought up in the territory of this Party.
- In the case referred to in the preceding paragraph, the provisions of Article 59,
Paragraphs 1, 3, 4 and 6 shall apply, mutatis mutandis.
Section 2 Family benefits
Article 61
- Persons who are subject to the legislation of a Contracting Party shall be entitled, in
respect of members of their family resident in the territory of another Contracting Party,
to the benefits provided under the legislation of the latter Party, as if these persons
were subject to that Party's legislation. Such benefits shall be paid to the members of
the family by the institution of their place of residence, in accordance with the
provisions of the legislation which that institution applies, and the cost shall be borne
by the competent institution.
- Notwithstanding the provisions of the preceding paragraph, an employed person to whom
Article 15, paragraph 1, sub-paragraph a, refers shall be entitled, in respect of such
members of his family as accompany him to the territory of the Contracting Party where he
is sent to work, to the benefits provided under the legislation of the Contracting Party
to which he remains subject. Such benefits shall be paid by the competent institution of
the latter Party. However, by agreement between the competent institution and the
institution of the place of residence, the benefits may also be paid through the latter
institution, on behalf of the competent institution.
Article 62
Unemployed workers drawing unemployment benefits payable by an institution of a
Contracting Party shall be entitled, in respect of members of their family resident in the
territory of another Contracting Party, to the family benefits payable under the
legislation of the latter Party provided that, under the legislation of the first Party,
family benefits are payable in the event of unemployment. The family benefits shall be
paid to the members of the family by the institution of their place of residence, in
accordance with the provisions of the legislation which that institution applies, and the
cost shall be borne by the competent institution of the first Party.
Article 63
- In those cases where the provisions of this section are applied between two or more
Contracting Parties, the bilateral or multilateral agreements referred to in Article 58,
paragraph 1, shall specify the arrangements for the refund of benefits provided by the
institution of one Contracting Party where the cost is to be borne by the institution of
another Contracting Party.
- Two or more Contracting Parties may agree that there shall be no refunds between the
institutions in their jurisdiction.
Title IV Miscellaneous provisions
Article 64
- The competent authorities of the Contracting Parties shall communicate to each other:
- all information regarding measures taken by them for the application of this Convention;
and
- all information regarding changes made in their legislation which may affect the
application of this Convention.
- For the purpose of applying this Convention, the authorities and institutions of the
Contracting Parties shall assist one another as if it were a matter of applying their own
legislation. In principle the administrative assistance furnished by the said authorities
and institutions to one another shall be free of charge. However, the competent
authorities of the Contracting Parties may agree to reimburse certain expenses.
- The authorities and institutions of the Contracting Parties may, for the purpose of
applying this Convention, communicate directly with one another and with the individuals
concerned or their representatives.
- The authorities, institutions and jurisdictions of one Contracting Party may not reject
claims or other documents submitted to them by reason of the fact that they are written in
an official language of another Contracting Party.
Article 65
- Any exemption from, or reduction of, taxes, stamp duty, legal dues or registration fees
provided for in the legislation of one Contracting Party in connection with certificates
or documents required to be produced for the purposes of the legislation of that Party
shall be extended to similar certificates and documents required to be produced for the
purposes of the legislation of another Contracting Party or of this Convention.
- All official instruments, documents or certificates of any kind that are required to be
produced for the purposes of this Convention shall be exempt from authentication or any
similar formality.
Article 66
- Where a claimant is resident in the territory of a Contracting Party other than the
competent State, he may validly present his claim to the institution of his place of
residence, which shall refer it to the competent institution or institutions mentioned in
the claim.
- Any claim, declaration or appeal that should have been submitted, under the legislation
of a Contracting Party, within a specified time to an authority, institution or
jurisdiction of that Party shall be admissible if it is submitted within the same period
to an authority, institution or jurisdiction of another Contracting Party. In such event,
the authority, institution or jurisdiction receiving the claim, declaration or appeal
shall forward it without delay to the competent authority, institution or jurisdiction of
the first Party, either directly or through the intermediary of the competent authorities
of the Contracting Parties concerned. The date on which any claim, declaration or appeal
was submitted to an authority, institution or jurisdiction of the second Contracting Party
shall be deemed to be the date of its submission to the authority, institution or
jurisdiction competent to deal with it.
Article 67
- Medical examinations prescribed by the legislation of one Contracting Party may be
carried out, at the request of the institution which applies this legislation, in the
territory of another Contracting Party, by the institution of the place of temporary
residence or residence. In such event, they shall be deemed to have been carried out in
the territory of the first Party.
- The application of the provisions of the preceding paragraph as between two or more
Contracting Parties shall be subject to the conclusion of bilateral or multilateral
agreements between those Parties.
Article 68
- Where, under this Convention, the institution of one Contracting Party is liable to pay
cash benefits to a beneficiary who is in the territory of another Contracting Party, its
liability shall be expressed in the currency of the first Party. That institution may
validly discharge its liability in the currency of the second Party.
- Where, under this Convention, the institution of one Contracting Party is liable to pay
sums in refund of benefits provided by the institution of another Contracting Party, its
liability shall be expressed in the currency of the second Party. The first institution
may validly discharge its liability in that currency, unless the Contracting Parties
concerned have agreed on other arrangements.
- Transfers of funds which result from the application of this Convention shall be
effected in accordance with the relevant agreements in force between the Contracting
Parties concerned at the date of transfer. Failing such agreements, the arrangements for
effecting such transfers shall be agreed between the said Parties.
Article 69
- For the calculation of the amount of contributions due to the institution of a
Contracting Party, account shall be taken, where appropriate, of any income received in
the territory of any other Contracting Party.
- The recovery of contributions due to the institution of one Contracting Party may be
effected in the territory of another Contracting Party in accordance with the
administrative procedures and subject to the guarantees and privileges applicable to the
recovery of contributions due to a corresponding institution of the latter Party.
- The application of the provisions of paragraphs 1 and 2 of this article as between two
or more Contracting Parties shall be subject to the conclusion of bilateral or
multilateral agreements between those Parties. Such agreements may also deal with legal
procedure for recovery.
Article 70
- Where a person is receiving benefits under the legislation of one Contracting Party in
respect of an injury caused or sustained in the territory of another Contracting Party,
the rights of the institution liable to pay benefits against the third party liable to pay
damages shall be regulated in the following manner:
- where the said institution, under the legislation applicable to it, is substituted for
the beneficiary in any rights which he may have against the third party, such substitution
shall be recognised by every other Contracting Party; and
- where the said institution has a direct right against the third party, such right shall
be recognised by every other Contracting Party.
- The application of the provisions of the preceding paragraph as between two or more
Contracting Parties shall be subject to the conclusion of bilateral or multilateral
agreements between those Parties.
- The rules governing the liability of employers or their agents in the case of
occupational injuries or accidents on the way to or from work which happen in the
territory of a Contracting Party other than the competent State shall be determined by
agreement between the Contracting Parties concerned.
Article 71
- Any dispute arising between two or more Contracting Parties as to the interpretation or
application of this Convention shall first of all be the subject of negotiations between
the Parties to the dispute.
- If one of the Parties to the dispute considers that there is a question likely to affect
all the Contracting Parties, the Parties to the dispute jointly, or failing that, one of
them, shall submit it to the Committee of Ministers of the Council of Europe, which shall
give an opinion on the question within six months.
- If it has not proved possible to settle the dispute either, as the case may be, within
six months from the request for the opening of negotiations as prescribed by paragraph 1
of this article, or within three months from the communication to the Contracting Parties
of the opinion given by the Committee of Ministers, the dispute may be the subject of
arbitration proceedings before one arbitrator, at the request of any Party to the dispute.
The requesting Party shall notify the other Party, through the Secretary General of the
Council of Europe, of the subject matter of the request it intends to refer to arbitration
and of the grounds on which the request is based.
- Unless otherwise agreed by the Parties to the dispute, the arbitrator shall be appointed
by the President of the European Court of Human Rights. The arbitrator shall not be a
national of one of the Parties to the dispute, nor have his usual place of residence in
the territory of these Parties, nor be employed by them, nor have dealt with the case in
another capacity.
- If, in the case referred to in the preceding paragraph, the President of the European
Court of Human Rights is unable to act or is a national of one of the Parties to the
dispute, the arbitrator shall be appointed by the Vice-President of the Court or by the
most senior member of the Court who is not unable to act and is not a national of one of
the Parties to the dispute.
- Failing a special agreement between the Parties to the dispute, or failing a
sufficiently precise agreement, the arbitrator shall give his decision on the basis of the
provisions of this Convention, taking due account of the general principles of
international law.
- The arbitrator's decision shall be binding and final.
Article 72
- Annex VII specifies, for each Contracting Party concerned, the particular measures for
the application of its legislation.
- Each Contracting Party concerned shall give notice, in accordance with the provisions of
Article 81, paragraph 1, of any amendment to be made to Annex VII. If such an amendment
results from the adoption of new legislation, notice shall be given within three months
from the date of publication of that legislation or, in the case of legislation published
before the date of ratification of this Convention, on the date of ratification.
Article 73
- The annexes referred to in Article 1, sub-paragraph b, Article 3, paragraph 1, Article
6, paragraph 3, Article 8, paragraph 4, Article 9, paragraph 2, Article 11, paragraph 3,
and Article 72, paragraph 1, and any subsequent amendments made to these annexes, shall be
an integral part of this Convention.
- Any amendment to the annexes referred to in the preceding paragraph shall be considered
as adopted if, within the three months following the notification provided for in Article
81, paragraph 2, sub-paragraph d, of this Convention, no Contracting Party or signatory
State has opposed it by notification addressed to the Secretary General of the Council of
Europe.
- In the event of such opposition being notified to the Secretary General, the question
shall be settled in accordance with a procedure to be established by the Committee of
Ministers of the Council of Europe.
Title V Transitional and final provisions
Article 74
- This Convention shall confer no rights for any period before its entry into force in
respect of the Contracting Party or Parties concerned.
- All periods of insurance and, where appropriate, of employment, occupational activity or
residence completed under the legislation of a Contracting Party before the date on which
this Convention enters into force shall be taken into account for the purpose of
determining rights arising from this Convention.
- Subject to the provisions of paragraph 1 of this article, rights may arise under this
Convention even in respect of a contingency which arose before its entry into force.
- Any benefit which has not been provided or which has been suspended on account of the
nationality of the person concerned or of his residence in the territory of the
Contracting Party other than that in which the institution liable to pay the benefits is
situated shall, at the request of the person concerned, be provided or resumed with effect
from the date on which this Convention enters into force, unless the rights previously
extinguished have given rise to the payment of a lump sum.
- The rights of persons concerned who have been awarded a pension before the entry into
force of this Convention shall be revised at their request, regard being had to the
provisions of this Convention. These rights may also be revised ex officio. In no
circumstances shall such a revision operate to lessen the former rights of the person
concerned.
- Where the request referred to in paragraph 4 or in paragraph 5 of this article is
submitted within two years of the date on which this Convention enters in force, the
rights arising in accordance with the provisions of the Convention shall be acquired as
from that date, and those provisions of the legislation of any Contracting Party which
concern the loss of rights or the extinction of rights by lapse of time shall not be
raised against the person concerned.
- Where the request referred to in paragraph 4 or in paragraph 5 of this article is
submitted more than two years after the date on which this Convention enters into force,
such rights as have not lapsed or have not been extinguished by lapse of time shall be
acquired only with reference to the date on which the request was submitted, unless there
are more favourable provisions in the legislation of the Contracting Party concerned.
Article 75
- This Convention shall be open to signature by the member States of the Council of
Europe. It shall be subject to ratification or acceptance. Instruments of ratification or
acceptance shall be deposited with the Secretary General of the Council of Europe.
- This Convention shall enter into force on the first day of the third month following
that in which the third instrument of ratification or acceptance is deposited.
- In respect of a signatory State ratifying or accepting subsequently, the Convention
shall enter into force three months after the date of deposit of its instrument of
ratification or acceptance.
Article 76
From the date of entry into force of this Convention, the provisions of the European
Interim Agreement on Social Security other than Schemes for Old Age, Invalidity and
Survivors and Protocol thereto, and European Interim Agreement on Social Security Schemes
relating to Old Age, Invalidity and Survivors and Protocol thereto shall cease to be
applicable in relations between Contracting Parties.
Article 77
- After the entry into force of this Convention, the Committee of Ministers of the Council
of Europe may invite any State not a member of the Council to accede to this Convention,
provided that the resolution containing such invitation receives the unanimous agreement
of the member States of the Council who have ratified or accepted the Convention.
- Accession shall be effected by the deposit with the Secretary General of the Council of
Europe of an instrument of accession which shall take effect three months after the date
of its deposit.
Article 78
- This Convention shall remain in force indefinitely.
- Any Contracting Party may, in so far as it is concerned, denounce this Convention after
it has been in force for five years in respect of that Party, by means of a notification
addressed to the Secretary General of the Council of Europe.
- Such denunciation shall take effect six months after the date of receipt by the
Secretary General of such notification.
Article 79
- In the event of denunciation of this Convention, all rights acquired under its
provisions shall be maintained.
- Rights in process of acquisition in respect of periods before the date on which the
denunciation takes effect shall not lapse as a result of the denunciation; their
subsequent continued recognition shall be determined by agreement or, failing such
agreement, by the legislation which the institution concerned applies.
Article 80
- The application of this Convention shall be governed by a Supplementary Agreement which
shall be open to signature by the member States of the Council of Europe.
- The Contracting Parties or, in so far as the constitutional provisions of these Parties
permit, their competent authorities, shall make all other arrangements necessary for the
application of this Convention.
- Any signatory State of this Convention which ratifies or accepts it must, at the same
time, either ratify or accept the Supplementary Agreement or sign it without reservation
in respect of ratification or acceptance, not later than the date of deposit of its
instrument of ratification or acceptance of the Convention.
- Any State which accedes to this Convention must at the same time accede to the
Supplementary Agreement.
- Any Contracting Party which denounces this Convention must at the same time denounce the
Supplementary Agreement.
Article 81
- The notifications or declarations referred to in Article 1, sub-paragraphs b and w,
Article 3, paragraph 2, Article 6, paragraph 5, Article 7, paragraph 2, Article 8,
paragraph 5, Article 9, paragraphs 3 and 4, Article 11, paragraph 4 and Article 72,
paragraph 2, shall be addressed to the Secretary General of the Council of Europe.
- The Secretary General of the Council of Europe shall, within one month, notify the
Contracting Parties, signatory States and the Director General of the International Labour
Office of:
- any signature and any deposit of an instrument of ratification, acceptance or accession;
- any date of entry into force of this Convention in accordance with the provisions of
Article 75 and Article 77;
- any notification of denunciation received in pursuance of the provisions of Article 78,
paragraph 2, and the date on which denunciation takes effect;
- any notification or declaration received in pursuance of the provisions of paragraph 1
of this article.
In witness whereof, the undersigned, being duly authorised thereto, have signed this
Convention.
Done at Paris, this 14th day of December 1972, in English and in French, both texts being
equally authoritative, in a single copy, which shall remain deposited in the archives of
the Council of Europe. The Secretary General shall transmit certified copies to each of
the signatory and acceding States.