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Pensions - Invalidity and Old Age Social Pension

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Direcção-Geral da Segurança Social
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The non-contributory scheme guarantees protection in case of invalidity and old age through the payment of the following benefits:

- INVALIDITY SOCIAL PENSION
- OLD AGE SOCIAL PENSION

The Solidarity Supplement is paid in addition to the invalidity and old age social pensions (not subject to a claim submission). (See: PENSION AMOUNTS)

INVALIDITY SOCIAL PENSION

Who is entitled?

National citizens residing in Portugal and the nationals of the European Union member states, Cape Verde, Canada, Australia and even of Brazil, provided they are covered by the statute of equal rights and:

- not covered by any compulsory social protection scheme or otherwise the required qualifying period for the invalidity pension is not fulfilled – 5 qualifying calendar years (relative invalidity pension) or 3 qualifying calendar years (total invalidity pension).

- if they are in receipt of an invalidity or a survivor’s pension, whose amount is lower than the social pension.

Qualifying conditions

- 18 years of age or over
- Permanent incapacity for all gainful occupation, confirmed by the Disability Assessment System (DAS)
- Gross monthly income not higher than €167,69 (40% of IAS) or € 251,53 (60% of IAS) if it is a couple (means-test)

Scholarships and vocational training allowances are treated as income.

Invalidity social pension: accumulation with earnings

Accumulation is possible for 5 years, being subject to certain limits, as follows:

pensaosocialacumulação
IAS in 2010 = €419,22

Suspension

The payment of the pension is suspended in the situations where the person with handicap:

- Starts a paid professional activity and the corresponding earnings are higher than €167,69 (40% of the value of IAS) or €251,53 (60% of the value of IAS) for a couple.
- Attends a vocational training course with payment of scholarship or allowances, whose amount is higher than €167,69 (40% of the value of IAS) or €251,53 (60% of the value of IAS) for a couple.

Restarting

Renewed payment is possible if the person with handicap:
- ends his/her professional activity
- completes the vocational training course
- is not entitled to the unemployment benefit, in case its amount is higher than €167,69 (40% of the value of IAS) or €251,53 (60% 0f the value of IAS) for a couple.

To restart the payment of the pension the institution responsible for it must be informed by the beneficiary of the above mentioned situations from the next day following the one of their occurrence.

Please note:
The pension amount is:

- Adjusted periodically
- Increased by the additional amount of the Solidarity Supplement
Every July and December the pensioners receive an additional payment of an amount equal to pension.

OLD AGE SOCIAL PENSION

Who is entitled?

National citizens residing in Portugal and the nationals of the European Union member states, Cape Verde, Canada, Australia and even of Brazil, provided they are covered by the statute of equal rights and:

- not covered by any compulsory social protection scheme or otherwise the required qualifying period for the invalidity pension is not fulfilled – 5 qualifying calendar years (relative invalidity pension) or 3 qualifying calendar years (total invalidity pension).

- if they are in receipt of an invalidity or survivor’s pension, whose amount is lower than the social pension.

Qualifying conditions

- 65 years of age or over
- Gross monthly income not higher than € 167,69 (40% of the value of IAS) or € 251,53 (60% of IAS) if it is a couple (means-test)

Please note:
The pension amount (old-age social pension) is:

- Adjusted periodically
- Increased by the additional amount of the Solidarity Supplement
Every July and December the pensioners receive an additional payment of an amount equal to pension

PENSIONS CLAIM FORMS

The claim for benefits shall be submitted

- At the social security office of the beneficiary's place of residence
- Through an appropriate claim form with attached evidence

see

LONG TERM CARE SUPPLEMENT
PENSION AMOUNTS
SPECIAL PROTECTION IN CASE OF INVALIDITY
INVALIDITY PENSION
OLD AGE PENSION

see

MOD.RP5002-DGSS - Social Pension Claim Form (Invalidity/Old-age)

MOD.MG02-DGSS - Change of address or other element claim form

MOD.CNP-501.591 - Other pensions claim forms


Forms/Formulários

see

- Decree-Law No. 160/80, of 27 May
- Decree-Law No. 464/80, of 13 October (Social Pension), amended by Decree-Law No. 18/2002, of 29 January and Law No. 3-B/2010, of 28 April (State budget for 2010)

Conformidade