Guideline 66. Processes related to notifications of changes and concerning other relevant information

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The institution, in coordination with the other institutions participating in the international agreement, specifies processes to notify changes and other relevant information related to individuals covered by the agreement.

Institutions agree on notifying changes concerning the personal and working status of persons covered by an agreement, as well as other relevant information within the scope of the agreement. This information includes: death, marriage, separation, birth, other benefits received in the host or origin country, income declarations, etc.

Guideline code
ICT_08800
Mechanism
Mechanism
  • The technical committees working at the international level of the agreement should specify the main notification processes of the agreement.
  • Some of the main types of notification relevant to international social security agreements are:
    • Death of beneficiaries. This notification may be implemented through so-called “deaths data matching”, which consists of: (i) an institution of country A sending a list of beneficiaries living in country B; (ii) institutions in country B cross-checking the list with their databases and registries; (iii) institutions in country B notifying the institution of Country A of differences between the list and their databases enabling to identify beneficiaries who have died;
    • Changes in family status of beneficiaries (marriage, divorce, birth of children, etc.).
  • Other types of data relevant to international social security agreements are:
    • Pension amounts: exchange of pension of mutual pensioners with a Minimum Supplement or a Residency Supplement to check their right to such a supplement;
    • Other benefits being received in each country, to implement rules preventing undue accumulation of benefits;
    • Data related to rights to health benefits (e.g. residence country, etc.);
    • General income, for income-dependent benefits;
    • Validation of the identification of a person who has been reported as having changed his/her status.
  • These processes should be included in the administrative arrangements associated with the agreement.
Structure
Structure
  • The management should commission the ICT unit and institution’s delegates in the working committees of the agreement to specify, in coordination with the other participant institutions, processes related to notifications of changes and to providing relevant information within the scope of the agreement.
  • The processes related to notifications of changes and to providing relevant information within the scope of the agreement should comply with the terms and administrative arrangements of the agreement involved, particularly the data protection conditions.
  • The implementation of processes concerning notifications of changes and other relevant information within the scope of the agreement should be based on the architectures, frameworks and models defined for the agreement at the international, national and institutional levels, as well as on the current set of Guidelines.
Title HTML
Guideline 66. Processes related to notifications of changes and concerning other relevant information
Type
Guideline_1
Weight
91