Social insurance agencies should handle the transfer of endowment insurance relationship and individual account fund of basic endowment insurance in strict accordance with the unified policies and regulations of enterprises, institutions and provinces in the province.

1. Procedures

1. Transfer-out Procedures

(1) After the unit to which the transferred-out person belongs confirms the signature and seal on the transfer form, the business department of the social insurance agency will first issue the transfer form for the transferred-out person, verify the relevant information and data of the transfer form according to the actual situation of his insurance participation and payment, and provide his personal account record form for basic old-age insurance, and sign it on the transfer form and account record form.

(2) after the transfer-in unit confirms the signature and seal on each link of the transfer slip, the business department of the social insurance agency in the transfer-in place verifies the transfer-in information according to the relevant contents of the transfer slip and the personal account record of the basic old-age insurance, and confirms the signature and seal on each link of the transfer slip. If there is any discrepancy between the transfer information and the data, it needs to be further verified by the social insurance agency in the transfer-out place and the transfer-in place.

(3) After verifying the information of the transfer slip and the data recorded in the account, the business department of the social insurance agency in the transfer place will go through the formal transfer procedures for it. After the signature is confirmed on the other quadruple of the transfer form, the financial department will review the signature, thereby confirming that the old-age insurance relationship and the basic old-age insurance individual account fund are officially transferred out (the business department of the social insurance agency will keep the business department). The deadline for the transferor to record the personal account of the basic old-age insurance is the transfer month.

2. Transfer-in procedure

(1) After the financial department receives the basic personal accounts of the transferred personnel, the business department of the social insurance agency in the transfer-in place will continue to build personal accounts of the basic old-age insurance for them from the next month after the transfer-out, and begin to record relevant information according to the facts.

(2) If the payment base of the transferee is higher or lower than the upper and lower limits of the corresponding annual payment base of the transferee, the social insurance agency shall record and manage it according to the original information. When the transferred personnel handle retirement or lump-sum payment business, the social insurance agency shall calculate the relevant treatment according to the actual record of the personal account of the basic old-age insurance in the corresponding year before the transfer.

II. Requirements

Social insurance agencies should handle the transfer of endowment insurance relationship and individual account fund of basic endowment insurance in strict accordance with the unified policies and regulations of enterprises, employees and individual employees in the province, institutions and inter-provincial transfer.

1. Transfer in the province

(1) When employees move in the province, including between enterprises in cities in the province, between enterprises in counties (cities, districts) in cities, and between enterprises at the provincial level and enterprises in cities, only the basic old-age insurance relationship is transferred, and the basic old-age insurance individual account fund is not transferred.

(2) when employees move in the province, the accumulated storage amount in their personal accounts of basic old-age insurance as of the end of the social insurance year in the previous year, the accumulated storage amount in their personal accounts and the interest to the mobile month. As well as the personal account principal of the current year, and the accumulated deposits before June 3, 21 and after July 1, 21 should be listed separately.

2. Inter-provincial transfer

(1) Employees who flow across provinces shall transfer the basic old-age insurance relationship and the basic old-age insurance account fund according to regulations.

(2) When employees are transferred from province to province, the accumulated storage amount in their personal accounts for basic old-age insurance is the accumulated storage amount recorded in their personal accounts at the end of the social insurance year in the previous year and the interest until the mobile month. As well as the personal account principal of the current year, and the accumulated deposits before June 3, 21 and after July 1, 21 should be listed separately.

(3) When transferring from other provinces, the social insurance agency shall re-record the personal accounts of basic old-age insurance for the transferred personnel after July 1, 21 according to the scale of 11%, in which 8% of the personal accounts of employees of enterprises and individual industrial and commercial households are personal contributions, 3% are unit transfers, and 11% of the personal accounts of other individual employees are all personal contributions.

(4) For those who have transferred out across provinces, the part of the transferred-out fund before June 3, 21 will be paid by the individual account fund of basic old-age insurance used for local overall planning. Belongs to the part after July 1, 21, in which the basic old-age insurance individual account fund (8% of the individual contribution base) is paid by the municipalities in advance with the turnover fund of the basic old-age insurance individual account < P >, and then the monthly payment details are submitted to the provincial newspaper, which is allocated by the provincial social insurance agency. Among them, the enlarged part of the personal account of the basic old-age insurance is recorded according to the operating rate of return, which is paid by the transfer-out overall fund.

(5) For the personnel transferred from other provinces, the part transferred to the fund from July 1, 21 to the transfer month is also incorporated into the local individual account fund for overall planning of basic old-age insurance, which shall be implemented according to the management measures before June 3, 21, and shall be implemented according to the management after July 1, 21.

3. Transfer between enterprises, government agencies and institutions

(1) As employees of enterprises are transferred to institutions, the basic old-age insurance relationship and basic old-age insurance personal account fund are transferred according to regulations.

(2) For the personnel transferred from government agencies and institutions, the part of the transferred-out fund from July 1, 21 to the transferred-out month is also incorporated into the local individual account fund for basic old-age insurance as a whole according to the management measures before June 3, 21, and after the transfer, it is implemented according to the management measures after July 1, 21.

(3) for the personnel transferred to government agencies and institutions, the part of the transferred-out fund before June 3, 21 shall be paid by the transferred-out place with the overall fund. Belonging to the part after July 1, 21, the municipalities will first pay the working capital of the individual account fund of the basic old-age insurance, and then report the payment details to the province on a monthly basis, which will be allocated by the provincial social insurance agency.

(4) After the civil servants and the staff of the units managed by reference and in accordance with the civil service system are transferred to the insured enterprises, they shall go through the formalities for transferring the one-time subsidy of the individual account of the basic old-age insurance according to the regulations, and provide the transfer voucher. After the social insurance agency confirms that its personal account for basic old-age insurance has been paid in one lump sum, it will be its personal account for basic old-age insurance.