I. Scope of application II. Materials to be submitted III. Procedures for handling

I. Social insurance registration and payment

-① Social insurance registration

I. Scope of registration

All employers within the urban administrative area, including state organs, institutions, social organizations, private non-enterprise units, urban enterprises and individual industrial and commercial households.

II. Materials to be submitted

1. Business license for industry and commerce, or the establishment document approved by the legal person registration certificate, or the competent department at a higher level, or other approval documents for practicing (both originals and copies are required);

2. certificate of unified organization code issued by the state quality and technical supervision department (original and photocopy);

3. the full name and account number of the bank where the company opens an account.

III. Procedures

1. The unit shall go through the registration (account opening) formalities at the social security agency within 3 days from the date of obtaining the industrial and commercial business license or the approval of the superior.

2. The unit receives the Social Insurance Registration Form, fills it in completely and seals it.

3. The social security agency issues the original and paper copy of the Social Insurance Registration Certificate.

IV. Precautions

1. Enterprises registered in the Municipal Administration for Industry and Commerce shall go through the registration procedures at the Municipal Social Security Center; Enterprises and individual industrial and commercial households registered in the district industrial and commercial bureaus shall go to the social security agencies in the corresponding districts for handling.

2. Units insured according to the enterprise method should also go through the relevant formalities at the local tax collection department immediately.

3. The payer should hang the paper copy of the Social Insurance Registration Certificate in a conspicuous position in the office, and go through the labor security annual inspection formalities with the original Social Insurance Registration Certificate at the labor inspection institution within the specified time every year.

4. If the social insurance registration items of the unit are changed or the unit is terminated according to law, it is necessary to fill in the Social Insurance Change Registration Form or the Shanghai Insured Unit Account Closing Approval Form with relevant documents and supporting materials within 3 days from the date of change or termination, and go through the formalities of change registration or cancellation registration (account closing) at the social security agency.

-② Declaration of payment base

I. Scope of declaration

All payment units and their employees in the urban area.

II. Submitted materials

1. The Roster of Employees' Payment of Wages and its discs;

2. The annual labor wage report and financial report of the unit in the previous year sealed by the competent department;

III. Procedures

1. The payer shall purchase and collect the discs from the social security agency before January 15th every year.

2. according to the number of people who settled accounts in December last year provided on the disc, the payer shall input the total wage income of employees in the previous natural year (from January 1 to December 31) in the prescribed format, print the roster after verification, and report the roster to the social security agency before March 5 together with the disc after being sealed by the unit and signed by the employees (or confirmed by the seal of the unit trade union or the workers' congress).

3. The social security agency shall review the total wage income declared by the unit and handle it uniformly according to the upper and lower limits. Where the declared salary is lower than the lower limit, the payment base shall be implemented according to the lower limit base; Above the upper limit, according to the upper limit base.

4. Social security agencies will start to use the payment wage base of various types of social insurance for employees in the new settlement year (April 1 to March 31 of the following year) from April, and the monthly payment wage base will be determined according to the monthly average of the annual payment wage base.

IV. Precautions

1. The total wage income of employees is controlled according to the caliber of the National Bureau of Statistics, and all units must declare it according to the facts. The base of the upper and lower limits of the payment wages in each settlement year shall be determined and published by the Municipal Labor and Social Security Bureau and the Municipal Finance Bureau.

2. for those who fail to declare within the time limit, the social security agency will make settlement according to 11% of the settlement base in March and the upper and lower limits from April.

3. The monthly payment salary base of the first-time insured personnel shall be declared by the unit according to the starting monthly salary when going through the formalities of personnel increase.

-③ Declaration, settlement and payment

I. Procedures

1. The payment unit shall, from the 1th of each month to the end of each month, report to the social security agency the relevant materials and statements about the increase or decrease of the insured employees, retirees, suppliers and other personnel and the change of basic conditions in the next month.

2. Social security agencies will settle accounts on the 5th of each month after auditing, determine the items and amounts receivable and payable in the current month, generate a Statement of Settlement, and complete data verification on the 6th. The payer can print the "Statement of Settlement" from the 7th of each month to the social security agency.

3. Before 25th of each month, the enterprise payment unit shall remit the amount determined in the Settlement Form to the "special account for social insurance premium payment" opened in the commercial bank designated by the local tax department (the special account for local tax payment can be used together).

institutions and institutions shall pay directly to the social security agency before 25th of each month, or the bank entrusted by the social security agency shall withhold it on their behalf.

II. Relevant regulations

1. From May 1, 24, The payment ratio of various types of social insurance in urban payment units is as follows:

Payment ratio of insurance units and individual contributions of employees

Basic old-age insurance 2%8%

Medical insurance 9%2%

Local supplementary medical insurance 1%—— those who enjoy civil servants' Medicaid don't participate in unemployment insurance 2%1% migrant farmers' contract workers don't pay for work-related injuries

.

2. Employees participating in medical insurance (including retirees) must also pay a large amount of social welfare fund for medical expenses according to the standard of 5 yuan per person per month.

3. The part paid by individual employees in various social insurance premiums and the social fund for large medical expenses shall be withheld by the unit at the time of paying wages; Retirees (post-service) whose pensions are socialized are directly withheld by social security agencies for their large medical expenses.

III. Precautions

Payment units and individuals must pay social insurance premiums on time and in full. In case of arrears, in addition to collecting interest according to the regulations, a late payment fee of 2‰ will be charged daily according to the amount of arrears.

-④ personnel increase or decrease and basic situation change

I. reporting period

The payer shall report the increase or decrease or change of the insured personnel in the next month to the social security agency from the 1th of each month to the end of the month.

II. Increase of insured personnel

After the newly hired personnel of the payment unit, they must fill in the Form of Increase of Social Insurance Employees of Shanghai Enterprises or the Roster of Social Insurance Enrolment of Staff of Shanghai Institutions, go through the insurance formalities at the social security agency, and pay social insurance premiums from the starting salary month. Among them:

1. First-time insured persons: they must bring their resident ID cards and 2 recent 1-inch ID photos, and fill out the "Information Form of First-time Social Insurance Participants in Suzhou". After the business settlement department of the social security agency examines and registers and generates the personal number, the unit purchases and receives the Employee Pension Insurance Manual, Employee Medical Insurance Certificate, Medical Insurance Medical Record and Social Insurance Card from the socialized management service department.

2. renewal of insurance coverage in urban areas as a whole: the Transfer Form of Mobile Social Insurance Relationship in Urban Areas of Shanghai shall be attached, and the personnel transferred to government agencies and institutions shall also be provided with the approval form for recruitment and the salary change form approved by the urban personnel department.

3. Transferees outside the scope of urban overall planning: The Social Insurance Transfer Form issued by the social security agency in the transfer place must be attached, and the Employee's Manual of Pension Insurance, the salary base of pension insurance in the past years after 1992 and personal accounts after 1996, as well as the first time of medical insurance participation, the actual payment period and personal accounts should be provided; According to the provisions of the transfer of pension insurance, medical insurance personal account funds, but also to provide the financial department of the social security agency issued by the fund to the account certificate.

4. It is regarded as a payer: for demobilized soldiers, relevant certificates of their service in the army must be provided, among which officers and civilian cadres who have transferred to work in enterprises and enjoyed pension insurance subsidies must provide the Transfer Certificate of One-time Pension Insurance Subsidies for Officers and Civilian Cadres who have transferred to work in enterprises issued by the army; For the personnel transferred from institutions and institutions that have never implemented endowment insurance, they must provide relevant certificates during their work in institutions and institutions and certificates of non-participation as required issued by the endowment insurance agencies of institutions and institutions. Among them, those who flow to enterprises and enjoy endowment insurance subsidies must provide the Approval Form for the Payment of Personnel Subsidies from Institutions and Institutions to Enterprises approved by the personnel and financial departments.

5. Foreigners, overseas Chinese and people from Taiwan, Hong Kong and Macao: valid passports of foreigners and overseas Chinese, Employment Certificate for Foreigners, Employment Certificate for Overseas Chinese Returning to China, mainland travel permit for taiwan residents for people from Taiwan, Hong Kong and Macao, Travel Permit for Hong Kong and Macao Residents to and from the Mainland and Employment Certificate for people from Taiwan, Hong Kong and Macao must be provided.

6. Former participants in rural endowment insurance in this city: they must provide the Conversion Table of the Relationship between Rural Endowment Insurance and Urban Endowment Insurance in Shanghai, which is stamped and confirmed by the agricultural insurance agency in the transfer place, and first go to the financial department of this social security agency to confirm the transfer fund.

III. Decrease of insured persons

In case of decrease of insured workers, retirees and dependent immediate family members due to various reasons, the payer shall fill in the Form of Decrease of Social Insured Persons in Shanghai, and go through the formalities of decrease of insured persons with relevant certification materials to the social security agency. In which:

1. Reduction of personnel due to termination and dissolution of the contract: the unit must provide materials such as resignation certificate.

2. The number of people reduced due to death: the unit must attach a copy of their death certificate or household registration cancellation certificate, and hold the Social Insurance Card to liquidate their personal accounts for medical insurance.

if the employees who are insured by enterprise endowment insurance and the retirees who are included in the endowment insurance fund to pay the basic pension die due to illness or non-work, the social security agency shall pay the funeral expenses and the one-time pension for their immediate family members according to the regulations (those who die during the period of receiving unemployment insurance benefits shall enjoy corresponding treatment according to the relevant provisions of unemployment insurance), in which the one-time pension for their immediate family members shall be paid from part of the balance paid by individuals in the individual account of the basic endowment insurance. The standards of funeral expenses and pension expenses shall be determined and promulgated by the labor and social security department.

IV. Changes in the basic information of the insured

If the name, social security number (resident ID number), household registration nature, personnel attributes, and types of supplementary medical insurance of the insured need to be corrected or changed, the unit must hold the Social Insurance Card, fill in the Form of Changes in the Basic Information of the Insured in Shanghai or the Form of Changes in the Basic Information of the Socialized Retirees in Shanghai before the end of the month, and go to the social security agency for business settlement respectively.

Instructions for handling

1. The enterprise shall submit the registration form and the following relevant materials to the local social security agency for social security registration within 5 working days from the date of successful online declaration (excluding the day). If it fails to do so within the time limit, the system will automatically cancel the data of online declaration of the enterprise;

2. After the enterprise has successfully gone through the registration formalities, the social security business declared within the 15th day of the current month (including the current day) belongs to the payment record of the current month, and the payment record of the next month after the 15th day;

3. Social security agencies collect social security fees from the 2th of each month (including that day) to the end of that month.

III. Materials to be provided:

1. Registration Form of Shenzhen Enterprises Participating in Social Insurance (printed after successful online application);

2. Original copy of business license;

3. Original enterprise organization code certificate;

4. A copy of the ID card of the enterprise legal person (with the official seal of the company);

5. Original bank account opening license or original bank seal card (with official bank seal);

6. Original ID card of the unit manager.

Note:

The meaning of "the social security business declared on the 15th of the current month (including the current day) belongs to the payment record of the current month, and it belongs to the payment record of the next month after the 15th" is, for example,

the declaration is made from September 16th to October 15th: 1. The payment start time item is October;

2. The payment start time item is November when the company starts to pay;

Further reading: How to buy insurance, which is better, and teach you how to avoid these "pits" of insurance.