Guide to the old-age pension file: where it is filed, the core documents, the length-of-service and bonus certificates the employer issues, and the special situations.
Translated from Romanian. This article covers Romanian labour and tax law; the Romanian version is canonical and is updated first.
When an employee approaches retirement, an important part of the file depends on the employer: the certificates of length of service, of income, and those covering bonuses or special working conditions. Here is what documents are needed and what the company’s role is.
The pension file is submitted to the territorial pension house covering the applicant’s place of residence. It verifies the contribution history, calculates the pension and issues the decision. The employer’s role is to supply the documents that attest to the employee’s activity.
As a rule, the file comprises:
For the old-age pension, two conditions are required cumulatively: the standard retirement age (with a target of 65 years, harmonised progressively) and a minimum contribution period (15 years), under Legea 360/2023 (Law 360/2023). There are also early retirement options, with their own rules.
Certain periods require additional documents:
One point where the employer is essential: the certificates for permanent bonuses (sporuri cu caracter permanent) and for difficult or special working conditions. These elements directly influence the pension score, and if the certificates are missing or incorrect, the employee loses points in the calculation. Reconstructing them later, from incomplete archives, is difficult.
The employer (or former employer) has the obligation to issue correct certificates covering length of service, income and bonuses, on the basis of its own records. The quality of these documents decides, in many cases, whether the pension correctly reflects the employee’s entire career.
Once the file is approved, the pension is paid by the method chosen (bank account or another form provided for). That is a matter for the pension house, not for the employer.
When an employee is preparing a pension file, the employer has to issue certificates of length of service, income and bonuses quickly. Workly consolidates this data from time tracking and payroll (CAS — the pension contribution, CASS — the health contribution, export in SAGA format), so that the certificates are generated from coherent records, not from manually reconstructing length of service on paper. The result: accurate documents, issued quickly, which correctly reflect the employee’s contribution history and points.
Informational article, accurate at the date of publication. Not legal or financial advice. Retirement conditions and the required documents may change through legislation — always check the framework in force at the official source (the National House of Public Pensions, the Official Gazette) or consult a specialist before submitting the file.
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