Social Bee 2023: who is responsible and how and when to apply – INPS INSTRUCTIONS.
It has been extended to 31 December 2023 of the deadline for the maturation of the requirements and expansion of the audience of beneficiaries of theSocial bee. It is what is foreseen by the Budget law 2023 for the beneficiaries of the pension advance paid by the State: long-term unemployed, caregivers, disabled from 74% and workers in heavy jobs. The question it can also be presented by those who have completed the requirements in past years.
What is the Social Bee
Article 1, paragraphs 179 to 186, of the 2017 budget law and subsequent amendments provides an indemnity paid by the state disbursed by INPS, within spending limits, to persons under certain conditions provided for by law who have completed at least 63 years old of age and who are not already entitled to a direct pension in Italy or abroad. The so-called indemnity Social Bee it is paid, upon request, until the age established for the old-age pension is reached, or until the advance pension or treatment is obtained in advance of the old-age age referred to in article 24, paragraph 6, of the decree-law 6 December 2011, n. 201, converted by law 22 December 2011, n. 214 (so-called Monti-Fornero law).
It’s about a experimental measure in effect from the 1 May 2017 the expiry of which, following subsequent regulatory interventions (the last of which with article 1, paragraph 91, 92 and 93, law 30 December 2021, n. 234), was extended until 31 December 2023.
Who is it for?
The APE Social allowance is due to workers enrolled in the Compulsory General Insurance of employees, in its replacement and exclusive forms, in the special management of self-employed workers and in the Separate Management referred to in article 2, paragraph 26, of the law of 8 August 1995, n. 335, who:
a) are in a state of unemployment following termination of the employment relationship due to dismissal, including collective dismissal, resignation for just cause or consensual termination within the procedure referred to in article 7 of the law of 15 July 1966, n. 604, or due to expiry of the term of the fixed-term employment relationship provided that they have had, in the 36 months preceding the termination of the relationship, periods of employment for at least 18 months have completed the unemployment benefit due to them in full and are in possession of a seniority of contributions of at least 30 years;
b) assist, at the time of the request and for at least six months, the spouse or a first-degree relative cohabiting with a disability in a serious situation pursuant to article 3, paragraph 3, of the law of 5 February 1992, n. 104, or a second-degree relative or similar cohabiting if the parents or spouse of the person with a serious disability have reached the age of 70 or are also affected by disabling pathologies or are deceased or missing, and are in possession of a seniority of contributions of at least 30 years;
c) have a reduction in working capacity, ascertained by the competent commissions for the recognition of civil invalidity, greater than or equal to 74% and have a seniority of contributions of at least 30 years;
d) are employees, at the time the indemnity takes effect, in possession of at least 36 years of contributory seniority and who have carried out one or more of the following professions for at least seven years in the last ten or at least six years in the last seven (so-called burdensome), referred to in Annex 3 of Law 234/2021:
- * primary and pre-primary school teachers and similar professions;
- * health technicians;
- * warehouse management workers and similar professions;
- * skilled professions in health and social services;
- * aesthetic care operators;
- * qualified professions in personal and similar services;
- * artisans, skilled workers and farmers;
- * operators of plants and machinery for the extraction and initial treatment of minerals;
- * operators of plants for the transformation and hot working of metals;
- * operators of furnaces and other plants for working glass, ceramics and similar materials;
- * operators of wood processing and paper making plants;
- * operators of machinery and plants for refining gas and petroleum products, for basic and fine chemicals and for the manufacture of chemical products;
- * operators of plants for the production of thermal energy and steam, for the recovery of waste and for the treatment and distribution of water;
- * operators of mills and mixers;
- * operators of furnaces and similar plants for the heat treatment of minerals;
- * semi-skilled workers of stationary machinery for mass production and assembly workers;
- * fixed machinery operators in agriculture and in the food industry;
- * drivers of vehicles, mobile and lifting machinery;
- * unqualified personnel involved in moving and delivering goods;
- * unskilled personnel in cleaning services of offices, hotels, ships, restaurants, public areas and vehicles;
- * porters and similar professions;
- * unskilled professions in agriculture, park maintenance, breeding, forestry and fishing;
- * unskilled occupations in manufacturing, mining and construction.
For the purposes of acknowledging the allowance, the contribution requirements set out in letters a) to d) are reduced, for women, by 12 months for each child, up to a maximum of two years.
How does it work
EFFECTIVENESS AND DURATION
The indemnity of the Social APE starts from the first day of the month following the submission of the application for access to the benefit where on that date all the requisites and conditions established by law exist, subject to cessation of work.
The APE Sociale is paid every month for 12 months’ salary per yearup to the age foreseen for obtaining the old-age pension, or until the achievement of an anticipated direct pension or obtained in advance of the retirement age.
In order to evaluate whether the financial resources allocated are sufficient to cover the benefit with respect to the number of beneficiaries, monitoring is carried out. Monitoring is carried out on the basis of the closest proximity to the old age requirement and, with the same requirement, on the basis of the date of presentation of the application for recognition of the conditions.
HOW MUCH IS IT?
The indemnity, in case of enrollment in asingle managementis equal toamount of the monthly pension payment calculated at the time of access to the service (if less than 1,500 euros) or equal to 1,500 euros (if the pension is equal to or greater than this amount). The amount of the indemnity is not revalued or integrated into the minimum wage.
In the case of a person with contributions paid or credited for any reason at multiple managements, among those affected by the APE Sociale, the calculation of the monthly pension payment is made pro quota for each management in relation to the respective accrued enrollment periods, according to the calculation rules established by each regulation and on the basis of the respective reference salaries.
During the enjoyment of the indemnity it is not due figurative contribution .
The processing of APE Sociale ceases in the event of the owner’s death and is not reversible for the survivors.
Beneficiaries are not entitled to Family Nucleus Allowances (ANF).
How to apply
To obtain the indemnity it is necessary that the subjects in possession of the conditions indicated by the law have, at the time of the application for access, the following requisites:
- * at least 63 years of age;
- * at least 30 years of contributory seniority; for workers who carry out the so-called activities burdensome the minimum required seniority is 36 years old. For the purpose of acknowledging the allowance, the contribution requirements are reduced, for women, by 12 months for each child, up to a maximum of two years.
For construction workers identified with the ISTAT codes in Annex 3, as indicated in the National Collective Labor Agreement ( CCNL ) for employees of construction and similar companies, for ceramists (ISTAT classification 126.96.36.199.2) and for plant operators for the molding of ceramic and terracotta articles (ISTAT classification 188.8.131.52) the requirement of seniority for access to the APE Sociale it is reduced to at least 32 years;
- * not be owners of any direct pension.
Access to the benefit is also subject to cessation of employment, self-employment and para-subordinate work carried out in Italy or abroad.
The allowance it’s not compatible with the income support treatments connected to the state of involuntary unemployment, with the unemployment allowance (ASDI), as well as with the compensation for the cessation of the commercial activity.
And instead compatible with the performance of dependent or semi-subordinate work only if the related income does not exceed 8 thousand euros gross per year and with the performance of self-employment activities within the income limit of 4,800 gross euros per year. In the event that the annual limit thus determined is exceeded, the person loses the Social APE; the indemnity received during the year in which the excess occurred becomes undue and the INPS office proceeds with the relative recovery.
HOW TO APPLY
Subjects who by 31 December 2021 find themselves or could find themselves in the conditions established by law must, prior to applying for the benefit, submit an application for recognition of the conditions for accessing the benefit by 31 March 2022, 15 July 2022 and, in any case, no later than 30 November 2022.
Simultaneously or pending the preliminary investigation of the application for recognition of the conditions for access to the Social APE, the subject already in possession of all the envisaged requisites, including the cessation of work, can present the application for access to the service, this at in order not to lose accruals of treatments.
Applications, both for recognition of the conditions for access to the Social APE, and for access to the benefit, must be addressed to the competent INPS territorial offices and presented electronically using the usual institutional channels.
For the investigation of the applications, INPS, INAIL, jointly by the Ministry of Labor and Social Policies, ANPAL and INL, a special protocol in which the ways in which to exchange data with other entities have been identified, the ways in which to match the declarations made by the applicant and the employer, the cases in which the INPS can make use of the National Labor Inspectorate.
Processing times of the provision
The ordinary deadline for issuing the provisions is established by law no. 241/1990 in 30 days. In some cases the law may set different time limits.
The table shows the terms longer than thirty days, established by the Institute with the Regulations.
The table, in addition to the terms for issuing the provision, also indicates the relative person in charge.