Applying for transitional allowance for pensioners

You will receive the documents (forms) required to apply for transitional allowance from us together with the notice of approval for your benefit. Different steps and forms are required depending on the case.
For employees subject to pension insurance for medical rehabilitation benefits:

• If your employer confirms that he or she will continue to pay your remuneration for the entire duration of your rehabilitation benefit, you, your employer and your health insurance fund do not need to take any action.
• If the continued payment of wages ceases in whole or in part, you are generally entitled to a transitional allowance for the period of rehabilitation.
• In this case, you must submit forms G0513 - Information for the employer, G0514 - Explanatory notes on the certificate of remuneration for the employer, G0515 - Certificate of remuneration for the calculation of transitional allowance, together with the letter of invitation from the rehabilitation facility to your employer shortly before the start of your rehabilitation benefits.
• If you are employed by more than one employer, please request additional remuneration certificates from the German Pension Insurance (DRV). The DRV will request the data it requires from your health insurance fund, such as previous periods of illness or the end of continued remuneration, electronically from your health insurance fund.
• If you apply for transitional allowance, the DRV will require you to complete form G0512 - Declaration by the insured person shortly before the start of rehabilitation benefits.

For recipients of sickness benefit immediately before the rehabilitation benefit:

• The DRV requires you to complete form G0512 - Declaration by the insured person shortly before the start of rehabilitation benefits. The DRV will then request the data required by the DRV to calculate the transitional allowance electronically from your health insurance fund.
• Your transitional allowance will be calculated from the earnings data on which your sickness benefit calculation was based.

For recipients of unemployment benefit from the Employment Agency:

• The DRV requires you to submit form G0512 - Declaration by the insured person shortly before the start of rehabilitation benefits.
• You must also inform the employment office of the start of the rehabilitation benefit. You will then receive a notice of termination of unemployment benefit from the employment office, which must be submitted to the DRV. The DRV will then pay transitional allowance for the duration of the rehabilitation benefit in the amount of the unemployment benefit previously received if the calculation of your unemployment benefit was based on earnings or earned income subject to pension insurance.

For recipients of unemployment benefit from the Employment Agency in the event of continuous incapacity for work from the time of receipt of sickness benefit until the start of rehabilitation benefits (withdrawal):

• The DRV requires form G0512 - Declaration by the insured person shortly before the start of rehabilitation benefits.
• In this case, the calculation basis of the sickness benefit is decisive for the calculation of your transitional allowance. The DRV will request the necessary documents electronically from your health insurance fund.

For recipients of unemployment benefit II from the basic income support provider:

• Unemployment benefit II will continue to be paid by the Jobcenter - the basic income support provider - for the duration of the medical rehabilitation benefit.
• This also applies if you are entitled to transitional allowance. The DRV will then reimburse the Jobcenter for the expenses. You must inform the Jobcenter of the start and end of the rehabilitation benefit.

For participants in benefits for participation - for example retraining - the above statements apply in the same way, but different forms must be sent here:

• You are entitled to a transitional allowance for the duration of your participation in the participation benefit. The basis for calculating the transitional allowance is generally your last gross pay and net pay if your last employment at the start of the benefit was no longer than 3 years ago. If your last employment was more than 3 years ago, a transitional allowance is calculated on the basis of 65% of a fictitious salary corresponding to your highest proven professional qualification.
• To calculate and pay the transitional allowance, the DRV requires you to complete and return form G0532 - Declaration by the insured person. Please forward forms G0533 - Information for the employer, G0534 - Explanatory notes on the certificate of earnings for the employer and G035 - Certificate of earnings for the calculation of transitional allowance to the employer where you were last employed subject to compulsory insurance as soon as possible, stating the start date of the benefit.
• If you are receiving sickness benefit, the DRV will request the necessary data electronically from your health insurance fund. If you are receiving unemployment benefit or unemployment benefit II, you must inform the employment agency or job center when you start receiving benefits.
• Please provide suitable proof of the highest professional qualification you have acquired - e.g. journeyman or journeywoman, master craftsman or master craftswoman or university degree.

If you give your consent to electronic communication, all correspondence can take place online. You can either use the electronic mailbox under the online services with registration or De-Mail.

• You must have paid contributions to the statutory pension insurance scheme during the relevant assessment period.
• This is always the case, for example, if you were in an employment relationship subject to social insurance contributions immediately prior to the benefit, or if you receive a benefit such as sickness benefit or unemployment benefit, which was calculated on the basis of earnings subject to social insurance contributions.
• Self-employed persons must have paid contributions to the statutory pension insurance scheme in the calendar year prior to the start of the benefit.

• Transitional allowance form package (different forms depending on the case)

There are no costs for you.

There are no deadlines to be observed. However, in your own interest, you should send the above forms to the DRV as soon as possible before the start of your benefit so that they can calculate and pay your transitional allowance promptly.

The processing time depends on the completeness of the completed forms and on whether claims for reimbursement are received from other bodies. As a rule, the processing time takes 2 weeks if the DRV has no queries.

• § Section 20 of the Sixth Book of the Social Code (SGB VI)
• § Section 21 of the Sixth Book of the Social Code (SGB VI)

• Contradiction:
  Detailed information can be found in the notification of your application for rehabilitation.
• Legal action before the social court:
  Detailed information can be found in the notice of objection.

Forms available: Yes

Written form required: Yes

Informal application possible: No

Personal appearance necessary: No

Online services available: Yes

04.11.2022