
REGULATION (EC) No 987/2009 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 16 September 2009 laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems (Text with relevance for the EEA and for Switzerland) (revoked) 


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TITLE I
GENERAL PROVISIONS
CHAPTER I
Definitions
Definitions
Article 1 
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CHAPTER II
Provisions concerning cooperation and exchanges of data
Scope and rules for exchanges between institutions
Article 2 
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Scope and rules for exchanges between the persons concerned and institutions
Article 3 
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Format and method of exchanging data
Article 4 
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Legal value of documents and supporting evidence issued in another Member State
Article 5 
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Provisional application of legislation and provisional granting of benefits
Article 6 
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Provisional calculation of benefits and contributions
Article 7 
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CHAPTER III
Other general provisions for the application of the basic Regulation
Administrative arrangements between two or more Member States
Article 8 
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Other procedures between authorities and institutions
Article 9 
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Prevention of overlapping of benefits
Article 10 
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Elements for determining residence
Article 11 
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Aggregation of periods
Article 12 
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Rules for conversion of periods
Article 13 
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TITLE II
DETERMINATION OF THE LEGISLATION APPLICABLE
Details relating to Articles 12 and 13 of the basic Regulation
Article 14 
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Procedures for the application of Article 11(3)(b) and (d), Article 11(4) and Article 12 of the basic Regulation (on the provision of information to the institutions concerned)
Article 15 
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Procedure for the application of Article 13 of the basic Regulation
Article 16 
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Procedure for the application of Article 15 of the basic Regulation
Article 17 
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Procedure for the application of Article 16 of the basic Regulation
Article 18 
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Provision of information to persons concerned and employers
Article 19 
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Cooperation between institutions
Article 20 
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Obligations of the employer
Article 21 
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TITLE III
SPECIAL PROVISIONS CONCERNING THE VARIOUS CATEGORIES OF BENEFITS
CHAPTER I
Sickness, maternity and equivalent paternity benefits
General implementing provisions
Article 22 
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Regime applicable in the event of the existence of more than one regime in the Member State of residence or stay
Article 23 
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Residence in a Member State other than the competent Member State
Article 24 
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Stay in a Member State other than the competent Member State
Article 25 
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Scheduled treatment
Article 26 
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Cash benefits relating to incapacity for work in the event of stay or residence in a Member State other than the competent Member State
Article 27 
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Long-term care benefits in cash in the event of stay or residence in a Member State other than the competent Member State
Article 28 
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Application of Article 28 of the basic Regulation
Article 29 
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Contributions by pensioners
Article 30 
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Application of Article 34 of the basic Regulation
Article 31 
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Special implementing measures
Article 32 
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CHAPTER II
Benefits in respect of accidents at work and occupational diseases
Right to benefits in kind and in cash in the event of residence or stay in a Member State other than the competent Member State
Article 33 
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Procedure in the event of an accident at work or occupational disease which occurs in a Member State other than the competent Member State
Article 34 
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Disputes concerning the occupational nature of the accident or disease
Article 35 
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Procedure in the event of exposure to the risk of an occupational disease in more than one Member State
Article 36 
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Exchange of information between institutions and advance payments in the event of an appeal against rejection
Article 37 
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Aggravation of an occupational disease
Article 38 
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Assessment of the degree of incapacity in the event of occupational accidents or diseases which occurred previously or subsequently
Article 39 
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Submission and investigation of claims for pensions or supplementary allowances
Article 40 
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Special implementing measures
Article 41 
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CHAPTER III
Death grants
Claim for death grants
Article 42 
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CHAPTER IV
Invalidity benefits and old-age and survivors’ pensions
Additional provisions for the calculation of benefit
Article 43 
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Taking into account of child raising-periods
Article 44 
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Claim for benefits
Article 45 
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Certificates and information to be submitted with the claim by the claimant
Article 46 
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Investigation of claims by the institutions concerned
Article 47 
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Notification of decisions to the claimant
Article 48 
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Determination of the degree of invalidity
Article 49 
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Provisional instalments and advance payment of benefit
Article 50 
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New calculation of benefits
Article 51 
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Measures intended to accelerate the pension calculation process
Article 52 
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Coordination measures in Member States
Article 53 
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CHAPTER V
Unemployment benefits
Aggregation of periods and calculation of benefits
Article 54 
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Conditions and restrictions on the retention of the entitlement to benefits for unemployed persons going to another Member State
Article 55 
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Unemployed persons who resided in a Member State other than the competent Member State
Article 56 
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Provisions for the application of Articles 61, 62, 64 and 65 of the basic Regulation regarding persons covered by a special scheme for civil servants
Article 57 
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CHAPTER VI
Family benefits
Priority rules in the event of overlapping
Article 58 
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Rules applicable where the applicable legislation and/or the competence to grant family benefits changes
Article 59 
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Procedure for applying Articles 67 and 68 of the basic Regulation
Article 60 
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Procedure for applying Article 69 of the basic Regulation
Article 61 
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TITLE IV
FINANCIAL PROVISIONS
CHAPTER I
Reimbursement of the cost of benefits in application of Article 35 and Article 41 of the basic Regulation
Section 1
Reimbursement on the basis of actual expenditure
Principles
Article 62 
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Section 2
Reimbursement on the basis of fixed amounts
Identification of the Member States concerned
Article 63 
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Calculation method of the monthly fixed amounts and the total fixed amount
Article 64 
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Notification of annual average costs
Article 65 
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Section 3
Common provisions
Procedure for reimbursement between institutions
Article 66 
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Deadlines for the introduction and settlement of claims
Article 67 
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Interest on late payments and down payments
Article 68 
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Statement of annual accounts
Article 69 
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CHAPTER II
Reimbursement of unemployment benefits pursuant to Article 65 of the basic Regulation
Reimbursement of unemployment benefits
Article 70 
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CHAPTER III
Recovery of benefits provided but not due, recovery of provisional payments and contributions, offsetting and assistance with recovery
Section 1
Principles
Common provisions
Article 71 
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Section 2
Offsetting
Benefits received unduly
Article 72 
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Provisionally paid benefits in cash or contributions
Article 73 
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Costs related to offsetting
Article 74 
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Section 3
Recovery
Definitions and common provisions
Article 75 
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Requests for information
Article 76 
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Notification
Article 77 
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Request for recovery
Article 78 
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Instrument permitting enforcement of the recovery
Article 79 
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Payment arrangements and deadlines
Article 80 
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Contestation concerning the claim or the instrument permitting enforcement of its recovery and contestation concerning enforcement measures
Article 81 
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Limits applying to assistance
Article 82 
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Periods of limitation
Article 83 
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Precautionary measures
Article 84 
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Costs related to recovery
Article 85 
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Review clause
Article 86 
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TITLE V
MISCELLANEOUS, TRANSITIONAL AND FINAL PROVISIONS
Medical examination and administrative checks
Article 87 
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Notifications
Article 88 
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Information
Article 89 
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Currency conversion
Article 90 
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Statistics
Article 91 
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Amendment of the Annexes
Article 92 
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Transitional provisions
Article 93 
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Transitional provisions relating to pensions
Article 94 
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Transitional period for electronic data exchanges
Article 95 
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Repeal
Article 96 
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Publication and entry into force
Article 97 
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ANNEX 1
Implementing provisions for bilateral agreements remaining in force and new bilateral implementing agreements
(referred to in Article 8(1) and Article 9(2) of the implementing Regulation)BELGIUM — DENMARK 

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BELGIUM — GERMANY 

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                     BELGIUM — IRELAND 
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BELGIUM — FRANCE 

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BELGIUM — ITALY 

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BELGIUM — LUXEMBOURG 

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BELGIUM — NETHERLANDS 

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BELGIUM — UNITED KINGDOM 

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BULGARIA — CZECH REPUBLIC 

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BULGARIA — GERMANY 

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CZECH REPUBLIC — SLOVAKIA 

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DENMARK — IRELAND 

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                     DENMARK — GREECE 
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                     DENMARK — FRANCE 
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                     DENMARK — ITALY 
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                     DENMARK — LUXEMBOURG 
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                     DENMARK — NETHERLANDS 
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DENMARK — FINLAND 

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DENMARK — SWEDEN 

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DENMARK — UNITED KINGDOM 

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GERMANY — FRANCE 

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GERMANY — ITALY 

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GERMANY — LUXEMBOURG 

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                     GERMANY — NETHERLANDS 
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GERMANY — POLAND 

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ESTONIA — UNITED KINGDOM 

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IRELAND — FRANCE 

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IRELAND — LUXEMBOURG 

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IRELAND — NETHERLANDS 

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IRELAND — SWEDEN 

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IRELAND — UNITED KINGDOM 

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                     GREECE — NETHERLANDS 
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SPAIN — ITALY 

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                     SPAIN — NETHERLANDS 
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SPAIN — SWEDEN 

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SPAIN — UNITED KINGDOM 

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FRANCE — ITALY 

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FRANCE — LUXEMBOURG 

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FRANCE — NETHERLANDS 

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FRANCE — PORTUGAL 

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FRANCE — UNITED KINGDOM 

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ITALY — LUXEMBOURG 

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                     ITALY — NETHERLANDS 
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LUXEMBOURG — NETHERLANDS 

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LUXEMBOURG — SWEDEN 

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LUXEMBOURG — UNITED KINGDOM 

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HUNGARY — UNITED KINGDOM 

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MALTA — UNITED KINGDOM 

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                     NETHERLANDS — PORTUGAL 
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PORTUGAL — UNITED KINGDOM 

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FINLAND — SWEDEN 

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FINLAND — UNITED KINGDOM 

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SWEDEN — UNITED KINGDOM 

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ANNEX 2
Special schemes for civil servants
(referred to in Articles 32(2) and 41(1) of the implementing Regulation)

A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

B. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ANNEX 3
Member States claiming the reimbursement of the cost of benefits in kind on the basis of fixed amounts
(referred to in Article 63(1) of the implementing Regulation)

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ANNEX 4
Details of the database referred to in Article 88(4) of the implementing Regulation
1. Content of the database 

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2. Administration of the database 

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3. Access 

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4. Security 

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5. Language Regime 

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ANNEX 5
Member States determining, on a reciprocal basis, the maximum amount of reimbursement referred to in the third sentence of Article 65(6) of the basic Regulation, on the basis of the average amount of unemployment benefits provided under their legislations in the preceding calendar year
(referred to in Article 70 of the implementing Regulation)

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