Ref. 1 sample filling for 1998. Software. Delivery method SZV-K

How to prepare SZV-STAGE for 2017, we told in a separate section and provided a sample of filling out the form. At the same time, it was indicated that the OFA-1 inventory "Information on the policyholder transmitted to the FIU for maintaining individual (personified) accounting" is attached to the submitted form SZV-STAZH. We will tell you how to make such an inventory in this material.

Filling EFA-1

When preparing the SZV-STAGE form in electronic form, the OFA-1 inventory is generated automatically and included in the set of documents sent to the FIU.

But after all, the policyholder, who in 2017 had less than 25 insured persons (including persons who entered into GPC contracts, on remuneration for which insurance premiums), can take SZV-STAZH and EFA-1 on paper (clause 2, article 8 of the Federal Law of 01.04.1996 No. 27-FZ).

You can download the EFA-1 form in Excel format for filling out the inventory in paper form.

Since EFA-1 is a supplement to SZV-STAZH, it is, of course, surrendered within the same time frame. For 2017 - no later than 01.03.2018 (clause 2, article 11 of the Federal Law of 01.04.1996 No. 27-FZ).

The procedure for filling out the EFA-1 form is given in Appendix 5 to the Resolution of the PFR Board dated January 11, 2017 No. 3p.

The initial EFA-1 submission should indicate the type of information “Initial”. To do this, put down the sign "X" in the appropriate window.

When submitting EFA-1 with the SZV-STAGE form, you must complete the following sections:

• Section 1 "Requisites of the policyholder transferring documents";
• Section 2 "Reporting period (code)";
• Section 3 "List of incoming documents".

When submitting the SZV-STAZH form containing information about employees eligible for early assignment of a pension, in the EFA-1 inventory, section 5 must also be completed.

Section 1 is filled in by analogy with section 1 "Information about the insured" of the SZV-STAZh form (the registration number in the PFR, TIN / KPP of the insured and its short name are indicated).

Section 2 indicates the reporting period and its code in accordance with the Classifier (Appendix to the Filling Procedure, approved by the Resolution of the PFR Board of January 11, 2017 No. 3p). In EFA-1 for 2017, you must indicate the code "0" and the year "2017".

In section 3, the column "Number of insured persons" is filled in - the number of insured persons is indicated, information about which is indicated in the SZV-STAGE form.

EFA 1 2018: sample filling

We will show you how to compose EFA-1 to SZV-STAZH, an example of filling which we gave in this one.

You can download an example of filling out in Excel format for EFA-1.

Download

NEW FORMS in FIU

By the Pension Fund forms of information used for the purpose of maintaining personalized records of insured persons

These are the forms:

- "Information about insurance experience insured persons (SZV-STAZH) ",

Information on the insured transmitted to the FIU for maintaining individual (personified) accounting (EFA-1) ",

- "Data on the correction of information recorded on the individual personal account of the insured person (SZV-CORR)",

- "Information about earnings (remuneration), income, amount of payments and other remuneration, accrued and paid insurance premiums,

On the periods of labor and other activities included in the length of service of the insured person (SZV-ISH) ".

SZV-STAGE

Changed, in particular, the name of column 14 "Information on the dismissal of the insured person" of the SZV-STAGE form. Now this column is called "Information about the dismissal of the insured person / information about the periods included in the insurance record of the unemployed."

It has been clarified that the code "DLOTPUSK" is indicated in SZV-STAZH only for the periods of work of the insured person in special working conditions, for which there is no data on the calculation of insurance premiums at the additional tariff.

Earlier, in column 14, the symbol "X" marked those workers who quit on December 31. Now, instead of the symbol "X", the date of dismissal is indicated, for example 12/31/2018 (clause 2.3.36 of Order No. 507p).

Example

The employee worked in the organization from January 10 to December 31, 2018. In the period from 21 to 29 July, he was on sick leave.

The period of incapacity for work is marked with the code "VRNETRUD" in column 11.

SZV - STAGE and EFA - 1 - Details

DELIVERY TIME SZV-EXPERIENCE

All employers submit this form in 2019 by the end of 2018.

There are several cases when SZV-STAGE is presented earlier:

1) if the company is liquidated before the end of the reporting year;

2) if there are employees who retire in 2018.

SZV-STAZH includes all insured persons, with whom the company has entered into labor or civil law contracts for the performance of work, the provision of services.

For insured persons recognized as unemployed, new form information about the insurance experience is handed over by the bodies of the employment service.

SZV - STAGE and EFA - 1

Commonly used codes for the seniority

SZV-ISH form

Form SZV-ISH is filled in only for reporting periods up to and including 2016 when for

these periods were violated by the reporting deadlines, if the employee

reports were not submitted at all, and now it is necessary to report for the previous periods.

In the SZV-ISH form for past periods, you must indicate:

- information about the insured;

Information about the insured person;

Reporting period;

Information on the amount of payments and other benefits accrued in favor of the insured person;

Information about the accrued insurance premiums for the reporting period.

There is no deadline for the delivery of the temporary storage warehouse-ISH form and the company can submit this form at any time as needed.

Form SZV-CORR

This form is filled out when data is corrected, recorded on the individual personal accounts of the insured, on the basis of previously submitted reports.

Form SZV-CORR is submitted by the organization for amendment in previously submitted data and can be submitted on the company's own initiative at any time.

Therefore, there are no deadlines here.

The form can be formed with different types of information:

CORR - if you need to correct the information on the individual personal account of the insured person in the following way (for example, replace the data on earnings (remuneration), income, the amount of payments and other remuneration of the insured person, or add data on the calculated and paid insurance premiums).

OTMN - on the basis of the canceling form, the data recorded on the ILS (individual personal account the insured person) based on the reporting, the data of which is being corrected, will be canceled;

OSOB - a special type of information with the help of which it will be possible to submit data to the insured person, information about which was generally absent in the previously submitted reports.

Form EFA-1

Form EFA-1 "Information on the insured transmitted to the PFR for maintaining individual (personified) accounting" is accompanying.

Information in the form SZV-STAZH, SZV-ISH, SZV-KORR is formed into packages of documents.

One package contains one file and is submitted simultaneously with the EFA-1 form.

Documents packages may include documents of only one name and one type.

EFA-1 is a general information document. This form summarizes information about the total accrued and paid insurance premiums for the reporting period.

EFA-1 includes the following sections:

• Requisites of the insured transferring documents;
• Reporting period;
• List of incoming documents;
• Data as a whole for the policyholder;
• The basis for reflecting data on the periods of work of the insured person under conditions that give the right to early assignment of a pension.

Form EFA-1 may contain the following types of information:

Initial;

Corrective - surrendered when correcting the data of section 5 of the EFA-1 form;

Canceling - surrendered if you need to cancel the data in section 5 of the EFA-1 form.

There are no deadlines for submitting the EFA-1 form, as it is an accompanying document. In other words, if the SZV-STAZh form is submitted, then EFA-1 is submitted.

SZV - STAGE and EFA - 1

Filling Forms

Forms SZV-STAZH, SZV-KORR and SZV-ISH have consecutive pagination within each form (SZV-STAZH) or each form for the insured person (SZV-KORR and SZV-ISH) starting from the title page.

In the "Page" field, which has 3 characters, the page number is written as follows: for the first page - "001", for the thirty-third - "033".

In the "Page" field, which has 5 characters, the page number is written as follows: for the first page - "00001", for the thirty-third - "00033".

Information on forms SZV-STAZH, SZV-ISKH and SZV-KORR are formed into packages of documents.

One package contains one file and is submitted together with the OFA-1 form, that is, the package is generated for each form (SZV-STAZH or SZV-KORR or SZV-ISH) with the same type of information.

For the SZV-ISH form package - one name and one type of information and for one reporting period.

Packages of incoming documents can be presented on paper (including accompanied by a magnetic medium) or in electronic form.

Documents are signed by the head or other person authorized to do this and certified by the seal of the organization (if any).

The policyholder who is not legal entity, certifies incoming documents with a personal signature.

Fields "Name of the position of the head", "Signature", "Signature decoding" (full name is indicated) are required.

Today, the personalized information of the organization and individual entrepreneur is submitted to the insured persons in the calculation of RSV-1. And no separate forms with individual information in Pension Fund do not introduce themselves. But if your company is already 20 years old or more, then, in principle, the FIU at any time may ask you to provide information on those persons who worked for you in the period since 1996 and are now applying for a pension.

Why SZV-1

Over the past 20 years, the FIU has approved many forms of personified accounting, starting with the abbreviation SZV, and a period of validity has been set for each. However, according to general rule any personalized information submitted to the FIU for previous years must be submitted according to the forms that were used in those years.

For this reason, if the FIU asks you to submit information for one of the employees or former employees for 1996-2000, it is necessary to use the SZV-1 form.

Where to get the SZV-1 form

The form itself can be downloaded, for example, from the Consultant + system. In addition, there is free programsdeveloped by the FIU for the preparation of personalized accounting forms. Let's say the Documents PU 5. It can also be used to issue SZV-1.

When submitting the form on paper, according to the rules, an inventory must be attached to it according to the ADV-6-1 form. However, over the years, it is possible that PFR specialists will accept SZV-1 without it. Moreover, no other explanatory notes it is optional to attach to documents.

� Program for the preparation of reporting documents for the FIU "Spu_orb" version 2.92 according to forms ADV-1, ADV-2, ADV-3, ADV-8, ADV-9, SZV-1, SZV-3, SZV-4-1, SZV- 4-2, SZV-6-1, SZV-6-2, SZV-6-3, SZV-6-4, SPV-1, SPV-2, ADV-10, ADV-11, ADV-6-4, SZV-K, SZV-SP, DSV-1, DSV-3, RSV-1, RSV-2, RV-3, SZV-M, ODV-1, SZV-ISKH, SZV-KORR, SZV-STAZh, statement of the appointment of a pension, information on birth, information on death.

The "Spu_orb" program provides an opportunity to prepare accounting documents for submission to the Pension Fund of Russia.

Here you have the opportunity to enter, print and unload bundles of documents for the FIU.

The program works with the following forms of documents:

• Insured person questionnaire: ADV-1
• Application for exchange of insurance certificate: ADV-2
• Applications for a duplicate insurance certificate: ADV-3
• Death Information: ADV-8, Birth Information, Death Information
• Individual information: SZV-1, SZV-3, SZV-4-1, SZV-4-2, SZV-6-1, SZV-6-2, SZV-6-3, SZV-6-4, SPV-1 , SPV-2, ODV-1, SZV-ISKH, SZV-KORR, SZV-STAZH
• Covering sheet of individual information: ADV-10, ADV-11
• Work experience: SZV-K
• Information about other periods of experience: SZV-SP
• Information about the insured persons: SZV-M
• Application for additional insurance premiums: DSV-1
• Register of insured persons for insurance premiums: DSV-3
• Calculation of insurance premiums: RSV-1, RSV-2, RV-3
• Application for assignment of pension, application for delivery of pension

The program also provides additional features:

• Work with any number of enterprises
• Import of data from RPF files in XML format
• Importing data from DBF files
• Import of the classifier of addresses of the Federal Tax Service (KLADR and FIAS)
• Formation and printing of forms from ready-made packs of PFR documents in XML format
• Formation and printing of blank forms of PFR documents
• Contribution calculator for individual entrepreneurs
• Administration, logging of actions of program users

Form SZV-1 - free download it can be found on our website - it contains individual information that the employer must submit to the FIU for each insured person. Let's consider the features of its design.

Form SZV-1: purpose and types

Form SZV-1 is a form of data on individual information in the PFR about a person who received income in the reporting period from the employer generating this information. The document is extremely important in terms of the impact of the information it contains on the calculation of future pension, since it provides data:

• actual work experience;
• special working conditions;
• accrued income;
• the amounts of paid insurance premiums.

The importance of these data necessitates a high degree of their reliability. Therefore, the SZV-1 form allows for the existence of several types:

• the original form - intended for the primary submission of information;
• corrective - generated according to updated data, if an error was made in the original form;
• canceling - allowing you to completely cancel incorrect data in the original form;
• compiled for a person retiring - used to provide additional information necessary for calculating a pension before the end of the reporting period.

Corrective and canceling forms can only be accepted if there is an original form for the same period. When they are accepted, the original data is completely replaced with new ones. For this reason, all information in the corrective and canceling forms must be filled out with the same completeness as in the original data, but with the correct information in them.

Filling out the SZV-1 form

The form is filled out separately for each of the insured persons, and therefore its unchanged details for the same insured person from period to period are:

• Full name and insurance number;
• employer data (name, registration number).

Required data will be subject to changes:

• for the reporting period;
• the amount of income with the allocation in their amount of accruals for sick leave;
• the amount of assessed contributions, dividing them into those paid by the employer and withheld from the insured person;
• the category of the payer of contributions to which the insured person belongs;
• the contract, the number of which must be indicated, if there is a registration under a GPC or copyright contract;
• work experience indicating the start-end dates of the period and with a mark (if necessary) special conditions implementation of labor functions;
• date of compilation.

The type of the compiled form must be noted.

A document drawn up on paper must be signed by the employer's head (with a transcript) and a seal (if the employer has one). For a document submitted to the FIU electronically, the certification of its EDS is sufficient.

Several SZV-1 forms may be drawn up for the same person in one period if:

• insurance premiums on income were charged at different rates;
• this person received income both as an employee and as a worker under a GPC (copyright) agreement;
• the person worked for several gPC contracts (copyright).

Form SZV-1

The form of the SZV-1 form, as well as the instructions for filling it out, was approved by the PFR board resolution of July 31, 2006 No. 192p. There is also a sample of filling out this form and explanations for reflecting individual situations according to information about experience.

You can download the SZV-1 form on our website:

Outcome

Form SZV-1 is important in the procedure for generating information necessary for calculating a future pension. Particular attention is paid to the reliability of its data, in connection with which their correction is possible. Filling in SZV-1 is subject to certain rules and is carried out on the form approved by the FIU.