OLD AGE PENSION

You could be entitled to an Italian old-age pension, if you are 67 years old and have contributed for a minimum of 53 working weeks.

Documents required:

1. valid ID with a photo
2. Copy of Income tax, including all the slips, of recipient and spouse
3. Copy of the INPS contribution account statement
4. Copy of Italian passport with “landed immigrant” stamp or “Landed Immigrant” certificate
5. Copy of Military Leave
6. Copy of the “Codice fiscale”

---

EARLY RETIREMENT (“Quota 100”)

The Pension is calculated by summing:
– the years of contributions paid in Italy
– plus the years of residence in Canada after 18
– plus the person’s age

If the sum of these three elements exceeds 100, you could be eligible for early retirement.

Documents required:

1. valid ID with a photo
2. Copy of Income tax, including all the slips, of recipient and spouse
3. Copy of the INPS contribution account statement
4. Copy of Italian passport with “landed immigrant” stamp or “Landed Immigrant” certificate
5. Copy of Military Leave
6. Copy of the “Codice fiscale”

---

DISABILITY PENSION

This is a disability allowance that can be paid to people with at least a 2/3 reduced working capacity and who have paid at least 5 years of contributions, of which 3 years in the five years preceding the date of the pension claim.

Documents required:

1. valid ID with a photo
2. Copy of Income tax, including all the slips, of recipient and spouse
3. Copy of the INPS contribution account statement
4. Copy of Italian passport with “landed immigrant” stamp or “Landed Immigrant” certificate
5. Copy of the “Codice fiscale”
6. Medical certificate

---

SURVIVOR PENSION

The survivor pension can be requested by the surviving spouse and is equal to 60% of the original pension.

Documents required:

1. valid ID with a photo
2. Copy of Income tax, including all the slips, of recipient and spouse
3. Copy of Italian passport with “landed immigrant” stamp or “Landed Immigrant” certificate
4. Copy of the “Codice Fiscale”
5. Death certificate

---

REQUEST FOR THE DECEASED UNPAID PENSION PORTIONS

In the event that a pensioner (in the absence of a living spouse) dies before having collected the pension accruals or pension arrears, the heirs can apply to receive them from INPS.

Documents required:

1. Valid ID with photo of all the heirs (if married also of the spouse)
2. Copy of the “Codice fiscale” of all the heirs (if married also of the spouses). A copy of the birth certificate of all the heirs (if married also of the spouses and the marriage certificate) if there is no “Codice Fiscale”
3. Copy of the Will (if there is one)
4. VOID check of each applicant

The request can be made only by one heir as long as the others give him a written permission.

---

LIFE DECLARATION FORM (CEV)

CITI BANK, commissioned by INPS to pay pensions abroad, must annually certify that pensioners be “alive”.

Therefore, every year the pensioner will receive by mail the “Life Declaration Form” which must be returned to CITI BANK duly completed and countersigned by an “acceptable witness” as described on the form itself.

---

NOTIFICATION OF DEATH

Both the competent INPS office and CITI BANK must always be updated on all information regarding pensioners. A death must be reported promptly to stop any undue payment. If undue payments are received by the Estate, they must be promptly repaid.

---

RED EST

INPS is required, by law, to annually check the income situation of pensioners, including income produced abroad.
For this reason, the assessment of income relating to the previous year is made every year through the RED / EST form.

---

CUD – OBIS M – ITALY/CANADA TAX CERTIFICATES

Through the INPS site and the pensioner’s personal information on our database, we can print all the forms concerning the pension earnings received from Italy (corresponding to the Canadian T4A-OAS slip). They are needed to correctly declare the Italian pension in the Canadian Income Tax return.