1. The basic old-age insurance relationship (general account)

is transferred from Shanghai to other provinces and cities by the following methods:

Step 1: The applicant can apply for the Basic Old-age Insurance Payment Voucher with the original and copy of his valid ID card (copy of the front and back of the second-generation ID card) in the next month after the payment is stopped.

if you entrust others to do it for you, you must also bring the power of attorney and the original and photocopy of the client's ID card (the second-generation ID card is copied on the front and back). )

step 2: apply to the social security agency in the newly insured place for the transfer of the old-age insurance relationship, and submit the basic old-age insurance payment voucher.

individuals can complete the above procedures, and then the social security institution of the newly insured place will contact the social security center of Shanghai (county).

When the insured transfers the basic old-age insurance relationship through inter-provincial mobile employment, the transfer funds are calculated according to the following methods:

(1) Storage amount in personal account: before January 1, 1998, the transfer is calculated according to the accumulated principal and interest of individual contributions, and after January 1, 1998, the transfer is calculated according to the total storage amount included in personal account.

(2) overall fund (unit payment): based on my actual payment salary in each year after January 1, 1998, it is transferred according to the sum of 12%. If the insured payment is less than one year, the transfer is calculated according to the actual payment months.

2. The basic old-age insurance relationship (temporary account)

was transferred from Shanghai to other provinces and cities. For men who have reached the age of 5 and women who have reached the age of 4, they should establish a temporary basic old-age insurance payment account for the first time in Shanghai.

Step 1: The applicant can submit an application for transfer to the social security center of the district (county) where the last insured unit in the original city belongs with the original and copy of his valid ID card (copy of the front and back of the second-generation ID card) the next month after the payment is stopped, and fill out the Application Form for Transfer of Payment Account of Temporary Basic Endowment Insurance.

if you entrust others to do it for you, you must also bring the power of attorney and the original and photocopy of the client's ID card (second-generation ID card, reverse copy).

individuals can complete the above procedures, and then the Shanghai urban (county) social security center will contact the social security agency of the newly insured place. Method of transferring funds from temporary basic old-age insurance account: all the personal account and the overall fund (unit contribution) are transferred.

3. The basic medical insurance relationship

has been transferred from Shanghai to other provinces and cities. The method is:

Step 1: Complete the procedure of transferring the basic old-age insurance relationship from Shanghai to other provinces and cities. (See the above two parts)

Step 2: Apply for the transfer of medical insurance relationship to the medical insurance agency in the newly insured place.

individuals can complete the above procedures. After accepting the application, the medical insurance agency in the newly insured place will issue the Contact Letter for the Transfer and Continuation of the Basic Medical Insurance Relationship and send it to the Shanghai Medical Insurance Affairs Management Center.

after receiving the contact letter and confirming that the endowment insurance relationship of the insured person has been transferred out, the municipal medical insurance center will generate the certificate of participation and the information form of medical insurance type change of the insured person, and send it to the medical insurance agency of the insured person's new place of participation. If the insured person has a balance of personal account funds in Shanghai, it will be transferred together after liquidation.