Transitional allowance

The term transition allowance is used to describe various public benefits in the areas of unemployment or health.

Germany

Transitional allowance according to SGB IX

Transitional allowance in accordance with Sections 64 to 74 of Book IX of the Social Code (SGB IX) is a compensation payment from the social insurance carriers , which, under certain conditions, social insured persons can receive while participating in measures for

medical rehabilitation
as part of follow-up treatment after the six-week entitlement to continued remuneration has expired against the employer (§§ 3 Paragraph 1 in conjunction with § 9 Paragraph 1 EntgFG )
during a gradual professional reintegration ( § 44 SGB IX) within the framework of the " Hamburg model " or
Promotion of the participation of disabled people in working life.

In the case of measures to promote the participation of disabled people in working life, transitional allowance can be received, for example, during further training in a vocational promotion agency or in another institution for professional rehabilitation that is promoted by the Federal Employment Agency through special services for participation in working life.

The transition allowance according to § 65 SGB IX is a benefit for life needs. During the subscription period, contributions and contribution subsidies to social security are paid.

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The calculation is very similar to that for unemployment benefit I, with around 68–75 percent of the average monthly net income of the previous year. The standard fee is determined for the assessment period. For voluntarily insured or compulsorily insured self-employed persons, the assessment period is the last expired calendar year (Section 21 (2) SGB VI), otherwise it includes as many of the last billed and expired payroll accounting periods before the start of the service that these last at least four weeks as long as the end of the last billing period is within the last three years (e.g. start of service 03/15/2019, three-year period 03/15/2016 to 03/14/2019, cancellation 03/10/2016, last accounting period March 2016 ends on 03/31/2016, i.e. within the three-year period). If no pension insurance contributions have been paid in the assessment period, a fictitious remuneration is used. The other calculations are based on a (cumulative) calendar-day standard salary : This is the 30th part of the monthly standard salary or the 360th part of an annual standard salary and the one-off payments with pension insurance contribution from the previous year, the latter result in the calendar-day additional amount (gross) . The (cumulative) calendar-day regular remuneration is limited to the calendar-day contribution assessment limit in the pension insurance (e.g. 2019 in West Germany in the amount of 223.33 EUR / day). The preliminary calculation basis for each calendar day is 80% of this (maximum EUR 178.66 / day). On the other hand, if available, which is not the case with self-employed work, the (cumulative) calendar-day net wage, the lower of the two results in the calendar-day calculation basis , with the net additional amount (in favor of the insured person) being calculated from the ratio of gross to Calculated net of the standard fee without one-off payments. According to Section 68, Paragraph 1, Clause 1, No. 3 of SGB IX, a fictitious remuneration is taken as a basis, depending on the qualifications of the insured person, this is 300/360/450/600. Part of the annual reference figure (2019 EUR 37,380.00, i.e. EUR 62.30 to EUR 124.60 depending on the qualification group). 65% of this is then the fictitious calculation basis for each calendar day (2019 EUR 40.50 to EUR 91). The daily calculation basis is increased to at least this fictitious value. The daily payment amount results from the fact that the daily calculation basis has been reduced to the corresponding percentage according to Section 68 (1) sentence 3 SGB IX : This is 68 percent (at least EUR 27.54, maximum EUR 121.49 / day) for a claim 75 percent on child benefit, in special cases 70 or 80 percent. According to Section 66, Paragraph 2, Clause 2 of SGB IX , the payment amount is limited to the current net remuneration (without taking into account one-off payments).

Insured persons who received unemployment benefit I or unemployment benefit II before the start of the medical (!) Rehabilitation benefit or who were unable to work and who paid compulsory pension insurance contributions before this benefit, receive transition benefit in the amount of sickness benefit ( Section 21 (4 ) SGB VI ) . In these cases, sickness benefit is paid in the same amount as unemployment benefit I or unemployment benefit II ( Section 47b SGB V ). This means that the transitional allowance is paid in the same amount as the previously received benefit. Unemployment benefit II, which is only drawn as a loan or once (e.g. initial equipment), remains out of consideration.

Transitional allowance in accordance with Section 47 of the Civil Service Pension Act

Transitional allowance in accordance with Section 47 of the Civil Service Insurance Act is a benefit to civil servants with salaries who are not dismissed on their own request, for example after the end of a temporary employment relationship. As a transitional allowance, the civil servant receives the simple payment after one year of employment and half for each additional full year of employment for a longer period, a total of no more than six times the remuneration of the last month. Earnings and replacement earnings are taken into account, no allowance is paid, and the transitional allowance is taxed. Decisive for the crediting are the gross earnings from non-self-employed work, reduced by the income-related expenses in the sense of the Income Tax Act, as well as the profits from self-employed work, commercial operations, agriculture and forestry. The transitional allowance is not reduced by income from capital assets, rental or leasing.

Austria

The transition allowance is paid out to older unemployed people by the Public Employment Service in accordance with Section 39a of the Unemployment Insurance Act . As part of the 2003 pension reform, the “early retirement pension” according to the ASVG was abolished. As a transitional arrangement between 2004 and 2009, the group of people affected by this was given the opportunity to receive a so-called transitional allowance. Women must be 56.5 years of age and men 61.5 years of age and a) either have been unemployed for at least 52 weeks in the last 15 months and b) have been employed subject to unemployment insurance for at least 15 years in the last 25 years. (Extension of the framework period to include childcare times). In principle, the transitional allowance recipients must also be ready to take up work; in practice, the AMS does not do this due to the labor market situation, so stays abroad are also permitted while receiving benefits. The transitional allowance from the AMS is 25% higher than the basic amount of the unemployment benefit; there may be surcharges for family members. It can be drawn up to a maximum of the requirements for an old-age pension or the standard retirement age.

Transitional allowance can also be drawn after receiving partial retirement .

In addition, the pension insurance institution pays out a benefit called transitional allowance for medical rehabilitation .

Web links

Individual evidence

↑ Financial security during the AHB: Application for transition allowance. SpringerLink, accessed on February 26, 2018 .
↑ ^a ^b DRV study text of the German Pension Insurance, No. 13, transition allowance, edition 2019 and Who will cover me financially during rehabilitation? ( Memento from December 27, 2009 in the Internet Archive )

[1] Financial security during the AHB: Application for transition allowance. SpringerLink, accessed on February 26, 2018 .

[drv-2] DRV study text of the German Pension Insurance, No. 13, transition allowance, edition 2019 and Who will cover me financially during rehabilitation? ( Memento from December 27, 2009 in the Internet Archive )