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

EU Regulation No 987/2009 · Adopted 16 September 2009 · Extends to United Kingdom

Original text. legislation.gov.uk does not revise this item, so later amendments are not shown here. Changes made to it are listed under each provision when known.

Regulation (EC) No 987/2009 of the European Parliament and of the Council

of 16 September 2009

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

(Text with relevance for the EEA and for Switzerland) (revoked)

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F1C2C3C4C5C6C7C8C9C10C11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Annotations to the whole text

Textual amendments

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Regulation revoked (31.12.2020) by The Social Security Co-ordination (Revocation of Retained Direct EU Legislation and Related Amendments) (EU Exit) Regulations 2020 (S.I. 2020/1508), regs. 1(3), 3(b) (with savings in Pt. 3 relating to the co-ordination of benefits in kind, reciprocal debt recovery etc., social security co-ordination with Gibraltar and also relating to the up-rating of state pension and the aggregation of relevant periods for the purpose of granting state pension); and revoked (S.) (31.12.2020 in relation to devolved social security matters) by The Social Security Co-ordination (EU Exit) (Scotland) (Amendments etc.) Regulations 2020 (S.S.I. 2020/399), regs. 1, 7(b) (with reg. 6); and Regulation amended (31.12.2020), in so far as it is still in force, by The Social Security Coordination (Reciprocal Healthcare) (Amendment etc.) (EU Exit) Regulations 2019 (S.I. 2019/776), reg. 1(1), Sch. 1 (as amended by S.I. 2020/1348, reg. 6); 2020 c. 1, Sch. 5 para. 1(1)

Modifications

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Regulation, in so far as it is still in force, modified (N.I.) (coming into force in accordance with art. 1(3) of the amending Rule) by The Social Security (Gibraltar) Order (Northern Ireland) 2024 (S.R. 2024/21), art. 2(2)(i)(ii)

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Regulation, in so far as it is still in force, modified (E.W.S.) (31.12.2020) by The Social Security (Ireland) Order 2019 (S.I. 2019/622), art. 2; 2020 c. 1, Sch. 5 para. 1(1)

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Regulation: power to amend conferred (14.11.2020) by Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (c. 20), ss. 6(1)-(3), 9(4); S.I. 2020/1279, reg. 2(b)

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Regulation, in so far as it is still in force, modified (N.I.) (1.1.2021) by The Social Security (Norway) Order (Northern Ireland) 2020 (S.R. 2020/357), arts. 1(2), 2, Sch.

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Regulation, in so far as it is still in force, modified (E.W.S.) (1.1.2021) by The Social Security (Norway) Order 2020 (S.I. 2020/1597), arts. 1, 2(1)(2), Sch. (with art. 2(3))

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Regulation, in so far as it is still in force, modified (N.I.) (9.9.2021) by The Social Security (Switzerland) Order (Northern Ireland) 2021 (S.R. 2021/277), arts. 1(2), 2(2)(i)(ii), Sch.

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Regulation, in so far as it is still in force, modified (E.W.S.) (coming into force in accordance with art. 1 of the amending S.I.) by The Social Security (Switzerland) Order 2021 (S.I. 2021/1088), art. 2(1)-(3), Sch.

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Regulation, in so far as it is still in force, modified (E.W.S.) (coming into force in accordance with art. 1(3) of the amending S.I.) by The Social Security (Iceland) (Liechtenstein) (Norway) Order 2023 (S.I. 2023/1060), art. 2, Sch.

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Regulation, in so far as it is still in force, modified (N.I.) (coming into force in accordance with art. 1 of the amending S.R.) by The Social Security (Iceland) (Liechtenstein) (Norway) Order (Northern Ireland) 2023 (S.R. 2023/181), art. 2, Sch.

C10

Regulation, in so far as it is still in force, modified (S.) (coming into force in accordance with art. 1(3) of the amending S.S.I.) by The Social Security (Gibraltar) (Iceland) (Liechtenstein) (Norway) (Further provision in respect of Scotland) Order 2024 (S.S.I. 2024/62), art. 2

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Regulation, in so far as it is still in force, modified (E.W.S.) (coming into force in accordance with art. 1(3) of the amending S.I.) by The Social Security (Gibraltar) Order 2024 (S.I. 2024/149), art. 2

Contents

  1. Title I: GENERAL PROVISIONS Repealed
  2. Chapter I: Definitions Repealed
  3. 1Definitions Repealed
  4. Chapter II: Provisions concerning cooperation and exchanges of data Repealed
  5. 2Scope and rules for exchanges between institutions Repealed
  6. 3Scope and rules for exchanges between the persons concerned and institutions Repealed
  7. 4Format and method of exchanging data Repealed
  8. 5Legal value of documents and supporting evidence issued in another Member State Repealed
  9. 6Provisional application of legislation and provisional granting of benefits Repealed
  10. 7Provisional calculation of benefits and contributions Repealed
  11. Chapter III: Other general provisions for the application of the basic Regulation Repealed
  12. 8Administrative arrangements between two or more Member States Repealed
  13. 9Other procedures between authorities and institutions Repealed
  14. 10Prevention of overlapping of benefits Repealed
  15. 11Elements for determining residence Repealed
  16. 12Aggregation of periods Repealed
  17. 13Rules for conversion of periods Repealed
  18. Title II: DETERMINATION OF THE LEGISLATION APPLICABLE Repealed
  19. 14Details relating to Articles 12 and 13 of the basic Regulation Repealed
  20. 15Procedures for the application of Article 11(3)(b) and (d), Article 11(4) and Article 12 of the basic Regulation (on the provision of information to the institutions concerned) Repealed
  21. 16Procedure for the application of Article 13 of the basic Regulation Repealed
  22. 17Procedure for the application of Article 15 of the basic Regulation Repealed
  23. 18Procedure for the application of Article 16 of the basic Regulation Repealed
  24. 19Provision of information to persons concerned and employers Repealed
  25. 20Cooperation between institutions Repealed
  26. 21Obligations of the employer Repealed
  27. Title III: SPECIAL PROVISIONS CONCERNING THE VARIOUS CATEGORIES OF BENEFITS Repealed
  28. Chapter I: Sickness, maternity and equivalent paternity benefits Repealed
  29. 22General implementing provisions Repealed
  30. 23Regime applicable in the event of the existence of more than one regime in the Member State of residence or stay Repealed
  31. 24Residence in a Member State other than the competent Member State Repealed
  32. 25Stay in a Member State other than the competent Member State Repealed
  33. 26Scheduled treatment Repealed
  34. 27Cash benefits relating to incapacity for work in the event of stay or residence in a Member State other than the competent Member State Repealed
  35. 28Long-term care benefits in cash in the event of stay or residence in a Member State other than the competent Member State Repealed
  36. 29Application of Article 28 of the basic Regulation Repealed
  37. 30Contributions by pensioners Repealed
  38. 31Application of Article 34 of the basic Regulation Repealed
  39. 32Special implementing measures Repealed
  40. Chapter II: Benefits in respect of accidents at work and occupational diseases Repealed
  41. 33Right to benefits in kind and in cash in the event of residence or stay in a Member State other than the competent Member State Repealed
  42. 34Procedure in the event of an accident at work or occupational disease which occurs in a Member State other than the competent Member State Repealed
  43. 35Disputes concerning the occupational nature of the accident or disease Repealed
  44. 36Procedure in the event of exposure to the risk of an occupational disease in more than one Member State Repealed
  45. 37Exchange of information between institutions and advance payments in the event of an appeal against rejection Repealed
  46. 38Aggravation of an occupational disease Repealed
  47. 39Assessment of the degree of incapacity in the event of occupational accidents or diseases which occurred previously or subsequently Repealed
  48. 40Submission and investigation of claims for pensions or supplementary allowances Repealed
  49. 41Special implementing measures Repealed
  50. Chapter III: Death grants Repealed
  51. 42Claim for death grants Repealed
  52. Chapter IV: Invalidity benefits and old-age and survivors’ pensions Repealed
  53. 43Additional provisions for the calculation of benefit Repealed
  54. 44Taking into account of child raising-periods Repealed
  55. 45Claim for benefits Repealed
  56. 46Certificates and information to be submitted with the claim by the claimant Repealed
  57. 47Investigation of claims by the institutions concerned Repealed
  58. 48Notification of decisions to the claimant Repealed
  59. 49Determination of the degree of invalidity Repealed
  60. 50Provisional instalments and advance payment of benefit Repealed
  61. 51New calculation of benefits Repealed
  62. 52Measures intended to accelerate the pension calculation process Repealed
  63. 53Coordination measures in Member States Repealed
  64. Chapter V: Unemployment benefits Repealed
  65. 54Aggregation of periods and calculation of benefits Repealed
  66. 55Conditions and restrictions on the retention of the entitlement to benefits for unemployed persons going to another Member State Repealed
  67. 56Unemployed persons who resided in a Member State other than the competent Member State Repealed
  68. 57Provisions for the application of Articles 61, 62, 64 and 65 of the basic Regulation regarding persons covered by a special scheme for civil servants Repealed
  69. Chapter VI: Family benefits Repealed
  70. 58Priority rules in the event of overlapping Repealed
  71. 59Rules applicable where the applicable legislation and/or the competence to grant family benefits changes Repealed
  72. 60Procedure for applying Articles 67 and 68 of the basic Regulation Repealed
  73. 61Procedure for applying Article 69 of the basic Regulation Repealed
  74. Title IV: FINANCIAL PROVISIONS Repealed
  75. Chapter I: Reimbursement of the cost of benefits in application of Article 35 and Article 41 of the basic Regulation Repealed
  76. Reimbursement on the basis of actual expenditure Repealed
  77. 62Principles Repealed
  78. Reimbursement on the basis of fixed amounts Repealed
  79. 63Identification of the Member States concerned Repealed
  80. 64Calculation method of the monthly fixed amounts and the total fixed amount Repealed
  81. 65Notification of annual average costs Repealed
  82. Common provisions Repealed
  83. 66Procedure for reimbursement between institutions Repealed
  84. 67Deadlines for the introduction and settlement of claims Repealed
  85. 68Interest on late payments and down payments Repealed
  86. 69Statement of annual accounts Repealed
  87. Chapter II: Reimbursement of unemployment benefits pursuant to Article 65 of the basic Regulation Repealed
  88. 70Reimbursement of unemployment benefits Repealed
  89. Chapter III: Recovery of benefits provided but not due, recovery of provisional payments and contributions, offsetting and assistance with recovery Repealed
  90. Principles Repealed
  91. 71Common provisions Repealed
  92. Offsetting Repealed
  93. 72Benefits received unduly Repealed
  94. 73Provisionally paid benefits in cash or contributions Repealed
  95. 74Costs related to offsetting Repealed
  96. Recovery Repealed
  97. 75Definitions and common provisions Repealed
  98. 76Requests for information Repealed
  99. 77Notification Repealed
  100. 78Request for recovery Repealed
  101. 79Instrument permitting enforcement of the recovery Repealed
  102. 80Payment arrangements and deadlines Repealed
  103. 81Contestation concerning the claim or the instrument permitting enforcement of its recovery and contestation concerning enforcement measures Repealed
  104. 82Limits applying to assistance Repealed
  105. 83Periods of limitation Repealed
  106. 84Precautionary measures Repealed
  107. 85Costs related to recovery Repealed
  108. 86Review clause Repealed
  109. Title V: MISCELLANEOUS, TRANSITIONAL AND FINAL PROVISIONS Repealed
  110. 87Medical examination and administrative checks Repealed
  111. 88Notifications Repealed
  112. 89Information Repealed
  113. 90Currency conversion Repealed
  114. 91Statistics Repealed
  115. 92Amendment of the Annexes Repealed
  116. 93Transitional provisions Repealed
  117. 94Transitional provisions relating to pensions Repealed
  118. 95Transitional period for electronic data exchanges Repealed
  119. 96Repeal Repealed
  120. 97Publication and entry into force Repealed
  121. Signature
  122. Annex 1: Implementing provisions for bilateral agreements remaining in force and new bilateral implementing agreements Repealed
  123. BELGIUM — DENMARK Repealed
  124. BELGIUM — GERMANY Repealed
  125. BELGIUM — IRELAND Repealed
  126. BELGIUM — SPAIN Repealed
  127. BELGIUM — FRANCE Repealed
  128. BELGIUM — ITALY Repealed
  129. BELGIUM — LUXEMBOURG Repealed
  130. BELGIUM — NETHERLANDS Repealed
  131. BELGIUM — UNITED KINGDOM Repealed
  132. BULGARIA — CZECH REPUBLIC Repealed
  133. BULGARIA — GERMANY Repealed
  134. CZECH REPUBLIC — SLOVAKIA Repealed
  135. DENMARK — IRELAND Repealed
  136. DENMARK — GREECE Repealed
  137. DENMARK — SPAIN Repealed
  138. DENMARK — FRANCE Repealed
  139. DENMARK — ITALY Repealed
  140. DENMARK — LUXEMBOURG Repealed
  141. DENMARK — NETHERLANDS Repealed
  142. DENMARK — PORTUGAL Repealed
  143. DENMARK — FINLAND Repealed
  144. DENMARK — SWEDEN Repealed
  145. DENMARK — UNITED KINGDOM Repealed
  146. GERMANY — FRANCE Repealed
  147. GERMANY — ITALY Repealed
  148. GERMANY — LUXEMBOURG Repealed
  149. GERMANY — NETHERLANDS Repealed
  150. GERMANY — AUSTRIA Repealed
  151. GERMANY — POLAND Repealed
  152. ESTONIA — UNITED KINGDOM Repealed
  153. IRELAND — FRANCE Repealed
  154. IRELAND — LUXEMBOURG Repealed
  155. IRELAND — NETHERLANDS Repealed
  156. IRELAND — SWEDEN Repealed
  157. IRELAND — UNITED KINGDOM Repealed
  158. GREECE — NETHERLANDS Repealed
  159. SPAIN — FRANCE Repealed
  160. SPAIN — ITALY Repealed
  161. SPAIN — NETHERLANDS Repealed
  162. SPAIN — PORTUGAL Repealed
  163. SPAIN — SWEDEN Repealed
  164. SPAIN — UNITED KINGDOM Repealed
  165. FRANCE — ITALY Repealed
  166. FRANCE — LUXEMBOURG Repealed
  167. FRANCE — NETHERLANDS Repealed
  168. FRANCE — PORTUGAL Repealed
  169. FRANCE — UNITED KINGDOM Repealed
  170. ITALY — LUXEMBOURG Repealed
  171. ITALY — NETHERLANDS Repealed
  172. ITALY — UNITED KINGDOM Repealed
  173. LUXEMBOURG — NETHERLANDS Repealed
  174. LUXEMBOURG — SWEDEN Repealed
  175. LUXEMBOURG — UNITED KINGDOM Repealed
  176. HUNGARY — UNITED KINGDOM Repealed
  177. MALTA — UNITED KINGDOM Repealed
  178. NETHERLANDS — PORTUGAL Repealed
  179. NETHERLANDS — UNITED KINGDOM Repealed
  180. PORTUGAL — UNITED KINGDOM Repealed
  181. FINLAND — SWEDEN Repealed
  182. FINLAND — UNITED KINGDOM Repealed
  183. SWEDEN — UNITED KINGDOM Repealed
  184. Annex 2: Special schemes for civil servants Repealed
  185. ADivision A Repealed
  186. BDivision B Repealed
  187. CDivision C Repealed
  188. Annex 3Member States claiming the reimbursement of the cost of benefits in kind on the basis of fixed amounts Repealed
  189. Annex 4: Details of the database referred to in Article 88(4) of the implementing Regulation Repealed
  190. 1Content of the database Repealed
  191. 2Administration of the database Repealed
  192. 3Access Repealed
  193. 4Security Repealed
  194. 5Language Regime Repealed
  195. Annex 5Member States determining, on a reciprocal basis, the maximum amount of reimbursement referred to in the third sentence of Article 65(6) of the basic Regulation, on the basis of the average amount of unemployment benefits provided under their legislations in the preceding calendar year Repealed