ARCHIVES HISTORIQUES 
DE LA COMMISSION 
 
 
 
COLLECTION RELIEE DES 
DOCUMENTS "COM" 
 
 
 
 
COM (84) 632 
 
 
 
Vol. 1984/0 238 
  
 
Disclaimer  
Conformém ent au règlement (CEE, Euratom) n° 354/83 du Conseil du 1er février 1983 
concernant l'ouverture au public des archives historiques de la Communauté économique 
européenne et de la Communauté européenne de l'énergie atomique (JO L 43 du 15.2.1983, 
p. 1), tel que modifié par le règlement (CE, Euratom) n° 1700/2003 du 22 septembre 2003 
(JO L 243 du 27.9.2003, p. 1), ce dossier est ouvert au public. Le cas échéant, les documents 
classifiés présents dans ce dossier ont été déclassifiés conformément à l'article 5 dudit 
règlem ent. 
In accordance with Council Regulation (EEC, Euratom) No 354/83 of 1 February 1983 
concerning the opening to the public of the historical archives of the European Econom ic 
Communit y and the European Atom ic Energy Communit y (OJ L 43, 15.2.1983, p. 1), as 
amended by Regulation (EC, Euratom) No 1700/2003 of 22 September 2003 (OJ L 243, 
27.9.2003, p. 1), t his file is open to the public. Where necessary, classified documents in this 
file have been declassified in conformity with Article 5 of the aforementioned regulation.  
In Übereinstimmung mit der Verordnung (EWG, Euratom) Nr. 354/83 des Rates vom  1. 
Februa r 1983 über die Freigabe der historischen Archive der Europäischen  
Wirtschaftsgemeinschaft und der Europäischen Atomgem einschaft (ABI. L 43 vom  15.2.1983,  
S. 1), geändert durch die Verordnung (EG, Euratom) Nr. 1700/2003 vom 22. Septem ber 2003  
(ABI. L 243 v om 27.9.2003, S. 1), ist diese Datei der Öffentlichkeit zugänglich. Soweit  
erforderlich, wurden die Verschlusssachen in dieser Datei in Übereinstimmung mit Artikel 5  
der genannten Verordnung freigegeben.  
COMMISSION  
OF THE
EUROPEAN COMMUNITIES
Generol SecretariatCOM(84) 632 final
Brussels, 19 November 1984
FOR OFFICIAL U S E  ONLY
NEGOTIATIONS FOR THE ACCESSION OF PORTUGAL
30 th report
on the examination of Community secondary legislation
Revision of the previous report on  
acts relating to
SOCIAL SECURITY FOR MIGRANT WORKERS
(Commission Communication to the Council)
COM(84) 632 final

I. In its successive report^ to the Council on the results of the  
examinations of Community secondary legislation in the field of  
social affairs^ which it had carried out with the Portuguese delegation,  
the Commission announced that it would set out in a special supplementary  
report the many adaptations to provisions and annexes to Community  
regulations on the social security of migrant workers which would be  
needed to take account of accession.
A supplementary report on the results of the initial examination of  
these regulations was presented to the Council on 10 May 1982,^ covering  
Community acts in force on 1 May 1981.
Since then there have been sweeping amendments to Council Regulations  
(EEC) Nos 1408/71 and 574/72, in particular thei r extension as from  
1 July 1982 to the self-employed, and earlier regulations amending  
those two acts have been consolidated in Regulation (EEC) No 2001/83.
It was therefore necessary for the Commission to revise its proposals  
for adaptations and comments set out in the earlier report, and the  
Community accordingly temporarily postponed sending the Portuguese  
delegation the conclusions of the initial examination.
This, the twenty-eighth report, sets out the revisions adopted following  
a supplementary examination of EEC acts relating to social security  
for migrant workers in force on 1*10-1984, and supersedes:
(a) the comments in the initial report on the problems involved in  
adapting the regulations in question;
(b) Annex II, giving details of the technical adaptations which need  
to be made to the provisions of the regulations to take account  
of Portugal's accession, together with the comments justifying  
those adaptations.
1See 5th report (C0M(80)522 final, 18.9.1980), 18th report (C0M(81)521 final,  
22.9.1981) and 27th report (C0MC82) 447final, 10.5.1982).2C0M(82)236 final, 10.5.1982.

II. Following an examination of the two Regulations concerned, the Commission 
wishes to make the following additional comments:
A. Apart from the adaptations listed in Annex II, the Portuguese delegation 
proposed that additional adaptations be made to EEC Regulations Nos 
1408/71 and 574/72. Ihe Commission delegation is not in a position to 
give its opinion on these additional adaptations, which consist in the 
inclusion in Annex III to Regulation No 1408/71 and Annex 5 to Reg­
ulation No 574/72 of certain provisions of the convention concluded 
between Portugal and France.
Article 7(2) of Regulation No 1408/71 and Article 5 of Regulation 
No 574/72 provide for the possibility of maintaining the applicability 
of provisions of bilateral conventions concluded between Member States 
by listing these provisions in Annex III and Annex 5 to these Reg­
ulations, respectively.
The Portuguese delegation proposed that the following insertions should 
be made:
(1) In Annex III to Regulation No 1408/71, the following insertion 
should be made:
- under heading 33. France-Portugal:
Articles 43 to 48 of the Convention of 29 July 1971 (family 
benef its).
(2) In Annex 5 to Regulation No 574/72, the following insertion should 
be made:
under heading 33. France-Portugal:
Chapter V of the Administrative Arrangement of 11 September 
1972 supplemented by subsequent additional administrative 
arrangements (family benefits).
With regard to the grant of family benefits to members of the family not 
residing in the country in which the worker is employed -- in dealings 
between France and Portugal —  the Commission pointed out that Article 
94(9) of Regulation No 1408/71 stipulates that Portuguese workers who 
are employed in France on the day of accession shall continue to receive 
benefits under the Bilateral Agreement concluded between Portugal and 
France as long as these benefits are more favourable than those result­
ing from the application of existing Community acts.
The French Government has undertaken to apply these provisions of the 
bilateral convention also to Portuguese workers taking up residence in 
France after accession.
In the statement made by the Portuguese delegation during the 17th 
meeting of the Conference at Deputy level, held on 29 January 1982, it 
was stated that with regard to the continued application of certain 
provisions of bilateral social security conventions concluded between 
Portugal and certain Member States, the Portuguese authorities had 
already sent their proposals to the competent authorities of each of 
these States and had to date received virtually all replies.
In general terms, the Commission considered that Portugal's accession 
should not adversely affect advantages which Portuguese and Community 
workers enjoyed under bilateral conventions in the field of social 
security concluded between certain Member States and Portugal which were 
in force on the day of accession.

B. As indicated in the proposals concerning the chapter on social affairs 
which the Commission had presented to the Council ,  the Commission saw 
no objective ground for fixing a transitional period for social security
matters .
If nevertheless, it was decided to introduce such a period, it would be 
expedient to consider whether, in the context of the technical adapt­
ations, any other provisions of bilateral agreements concluded between 
Portugal on the one hand, and Germany, Belgium, Luxembourg and the 
Netherlands, on the other hand, should continue to apply.
It would indeed be unacceptable if the accession of Portugal to the 
Community were to result in a deterioration in social conditions for 
Portuguese workers .
1COM (83) 113 final of 14 March 1983, p. 9.
2CONF - P/6/83 of 25 January 1983.

ANNEX I
COMMUNITY ACT ON SOCIAL SECURITY FOR MIGRANT WORKERS NOT REQUIRING TECHNICAL 
ADAPTATIONS
Decision 71/238/CEE of the Council of 14 June 1971 applying Article 51 of the 
Treaty to the French Overseas Departments 
(O.J. No L 149 of 5 July 1971, p. 1)

ANNEX II
AMENDMENTS TO 
COMMUNITY ACTS
relating to social security for migrant workers

-  2 -
I. Regulation (EEC) No 1408/71 of the Council of 14 June 1971 on the 
application of social security schemes to employed persons and their 
families moving within the Community as amended and updated by Regulation 
(EEC) No 2001/83 of the Council of 2 June 1983 (O.J. No L 230 of 22 
August 1983) .
1. Article 82 is hereby amended as follows:
In paragraph 1 the number "sixty" shall be replaced by "sixty-six". 
Comment
This amendment is aimed at adapting the number of members of the 
Advisory Committee on Social Security for Migrant Workers.
2. Parts I and II of Annex I are hereby amended as follows:
Part I
"J. Portugal
Does not apply".
Shall be inserted after the heading: "I. Netherlands".
The heading "J. United Kingdom" becomes "K. United Kingdom".
Part II
"J. Portugal
Does not apply".
Shall be inserted after the heading: "I. Netherlands".
The heading "J. United Kingdom" becomes "K. United Kingdom".
Comment
The terms worker, self-employed person and member of family are 
defined in Portuguese legislation. It is therefore not necessary 
to include definitions of these persons in Annex I to Regulation 
No 1408/71.
3. Parts I and II of Annex II are hereby amended as follows:
Part I
"J. Portugal
Does not apply".
Shall be inserted after the heading "I. Netherlands’ !
The heading "J. United Kingdom" becomes "K. United Kingdom".
Part II
"J. Portugal
None." shall be inserted after the heading "I. Netherlands'! 
The heading "J. United Kingdom" becomes "K. United Kingdom".

- 3 -
Comment 
Part I
There is no special scheme for self-employed persons that 
corresponds to the definition given in Article 1(j) of Regulation 
No 1408/71.
Part II
Since birth grants as provided for by Portuguese legislation 
cannot be regarded as a special grant geared to demographic 
objectives, there is no reason for excluding them from the scope 
of Regulation No 1408/71.
4. Part A and B of Annex III are hereby amended as follows:
Part A
after the heading "Belgium - Netherlands", the following 
heading shall be inserted:
"9. Belgium - Portugal 
None";
after the heading "Denmark - Netherlands", the following
heading shall be inserted:
"18. Denmark - Portugal 
Does not apply";
after the heading "Germany - Netherlands", the following
heading shall be inserted:
"26. Germany - Portugal
Article 5(2) of the Convention of 6 November 1964"; 
after the heading "France - Netherlands", the following
heading shall be inserted:
"33. France - Portugal
II .•  ·  ·  >
after the heading "Greece - Netherlands", the following
heading shall be inserted:
"39. Greece - Portugal 
Does not apply";
after the heading "Ireland - Netherlands", the following
heading shall be inserted:
"44. Ireland - Portugal 
Does not apply";
- after the heading "Italy - Netherlands", the following 
heading shall be inserted:
"48. Italy - Portugal 
Does not apply";

- 4 -
after the heading "Luxembourg - Netherlands", the following 
heading shall be inserted:
"51. Luxembourg - Portugal
Article 3(2) of the Convention of 12 February 1965" ;
after the heading "Luxembourg - United Kingdom", 
following heading shall be inserted:
"53. Netherlands - Portugal
Articles 5(2) and 31 of the Convention of 19 July 1979the
after the heading "Netherlands - United Kingdom", the 
following heading shall be inserted:
"55. Portugal - United Kingdom
Article 2(1) of the Protocol on medical treatment of 15 
November 1978";
after the heading "9. Belgium - Portugal, all present 
headings shall consequently be renumbered.
Part B
after the heading "Belgium - Netherlands", the following
heading shall be inserted:
"9. Belgium - Portugal 
None";
after the heading "Denmark - Netherlands", the following
heading shall be inserted:
"18. Denmark - Portugal 
Does not apply";
after the heading "Germany - Netherlands", the following
heading shall be inserted:
"26. Germany - Portugal
Article 5(2) of the Convention of 6 November 1964";
after the heading "France - Netherlands", the following
heading shall be inserted:
"33. France - Portugal
after the heading "Greece 
heading shall be inserted: 
"39. Greece - Portugal 
Does not apply";- Netherlands", the following

- 5 -
after the heading "Ireland - Netherlands", the following 
heading shall be inserted:
"44. Ireland - Portugal 
Does not apply";
after the heading "Italy - Netherlands", the following 
heading shall be inserted:
"48. Italy - Portugal 
Does not apply";
after the heading "Luxembourg - Netherlands", the following 
heading shall be inserted:
"51. Luxembourg - Portugal
Article 3(2) of the Convention of 12 February 1965";
after the heading "Luxembourg - United Kingdom", the
following heading shall be inserted:
"53. Netherlands - Portugal
Article 5(2) of the Convention of 19 July 1979";
after the heading "Netherlands - United Kingdom", the
following heading shall be inserted:
"55. Portugal - United Kingdom
Article 2(1) of the Protocol on medical treatment of 15 
November 1978";
after the heading "9. Belgium - Portugal", all present 
headings shall consequently be renumbered.
Comment
In accordance with Article 7(2) of Regulation No 1408/71, the
Portuguese delegation proposed that certain provisions of the 
bilateral conventions concluded between Portugal and the Member 
States should remain in force. The decision as to whether or not 
these provisions shall continue to apply rests in the first place 
with the contracting parties.
The Portuguese delegation has been invited to contact the
authorities of the Member States in question.
The provisions that shall continue to apply by virtue of an
agreement that has been reached, concern:
Germany - Portugal and Luxembourg-Portugal:
equality of treatment as regards the payment of benefits in third 
countries
Netherlands - Portugal:
equality of treatment as regards the payment of benefits in third 
countries;
transfer of residence of unemployed persons in receipt of
unemployment benefits while retaining the right to these benefits.

-  6 -
Portugal - United Kingdom:
simplified procedure for the award of medical care during a temporary stay.
4. In Annex IV, the following heading shall be inserted:
"J. Portugal
(a) legislation relating to the invalidity pension of the special 
social welfare scheme for agricultural workers.
(b) legislation relating to a basic non-contributory invalidity 
pension of the non-contributory social security scheme.
The heading "J. United Kingdom" becomes "K. United Kingdom".
Comment
The invalidity pension provided for by these schemes consists 
amount and does not depend on the duration of the periods of
5. The following shall be inserted in Annex VI:
"J.  Portugal
1. The minimum non-contributory benefits instituted by Decree Law No 
160/80 of 27 May 1980 and Decree Law No 464/80 of 13 October 1980 
shall be awarded under the same conditions as provided for in­
respect of Portuguese nationals to nationals of other Member 
States who are resident in Portugal .
2. The same conditions shall apply to refugees and stateless persons." 
The heading "J. United Kingdom" becomes "K. United Kingdom".
Comment
The minimum non-contributory benefits scheme provided for by Decree Law 
No 160/80 of 27 May 1980 covers Portuguese nationals and foreigners and 
stateless persons who have completed one period of residence of six 
months in Portugal. The scheme provides for the award of basic non­
contributory pensions and family benefits on the basis of a means test 
and residence within the national territory. Only those persons who are 
not affiliated to any other social protection scheme, in particular a 
non-contributory compulsory scheme, shall be entitled to the above- 
mentioned benefits.
Taking account of the specific nature (non-contributory benefits of a 
mixed type), these benefits must be awarded to nationals of other Member 
States, refugees and stateless persons under the same conditions as 
those applying to Portuguese nationals (equality of treatment) provided 
they reside within the territory of Portugal.of a fixed 
insurance.

- 7 -
Since it is a matter of retention of acquired rights for beneficiaries 
who transfer their place of residence from Portuguese territory to 
another Member State, the pure and simple application of Article 10(1) 
of the Regulation implies the exportation of these benefits.
In its Judgment of 5 May 1983 (Case 139/82 Piscitello) ,  the Court of 
Justice stated that an exception can be made to the obligation to export 
certain non-contributory benefits, in view of the special characteristics, 
by means of the inclusion of a reservation in Annex VI to the Regulation.
6. The following item shall be inserted after item 7 of Annex VII:
"8. Where he is self-employed in Portugal and gainfully employed in any 
other Member State."
Comment
In Article 14c(l)(b) of Regulation No 1408/71, it is laid down that a 
person who is employed simultaneously in the territory of one Member 
State and self-employed in the territory of another Member State shall 
be subject in the instances referred to in Annex VII, to the legislation 
of each of these Member States, as regards the activity pursued in its 
territory.

-  8 -
II. Council Regulation (EEC) No 574/72 of 21 March 1972,  laying d^wn the 
procedure for implementing Regulation (EEC) No 1408/71 on the application 
of social security schemes to employed persons, to self-employed persons 
and to members of their families moving within the Community, as amended 
and updated by Council Regulation (EEC) No 2001/83 of 2 June 1983 (O.J.
L 230 of 22 August 1983).
1. Paragraph 1 of Article 120 shall be replaced by the following 
text :
"1. The rights referred to in Article 94(9) of the Regulation 
shall be those enjoyed by employed persons in respect of 
members of their families giving entitlement to family 
benefits, at the rate and within the limits applicable on 
the day preceding 1 October 1972, or on the day preceding 
the implementation of the Regulation on the territory of the 
Member States in question, pursuant either to Article 41 or 
Annex D to Regulation No 3 ,  or to Article 20 or Annex 1 to 
Council Regulation No 36/63/EEC of 2 April 1963 on social 
security for frontier workers^^ or to the conventions in 
force between the Member States in question."
(1) O.J. No 62 of 20 April 1963, pp.  1314/16."
Comment
For Portugal, it is not the day on which the Regulation entered into 
force (1 October 1972) which is deci sive for the implementation of the 
transitory provisions but rather the date on which it is implemented in 
Portugal.
In accordance with the terms of Article 94(9), Portuguese workers who 
are subject to the convention concluded between Portugal and France 
prior to the accession of Portugal shall continue to receive family 
benefits under that convention when these benefits exceed the benefits 
mentioned in Article 73(2) of the Regulation.

- 9 -
2. The following text shall be added to Annex 1:
after the heading "I. Netherlands", the following heading shall be 
inserted:
"J. Portugal
1. Minister for Labour and Social Security Lisbon
2. Minister for Health Lisbon
3. Regional Secretary for Social Affairs
and the Autonomous Region of Madeira Funchal
4. Regional Secretary for Social Affairs
of the Autonomous Region of the Azores Angra do Heroismo"
the heading "J. United Kingdom" becomes "K. United Kingdom".
3. The following insertions shall be made in Annex 2:
the following addition shall be made to paragraph 2 under the heading 
"C. Germany"
(a)(i)
"Where the person in question is resident Landesvers icherungsanstalt 
Unterfranken (Regional 
Insurance Office of 
Unterfranken),  Würzburg"
I.
1.in Portugal or resides as a Portuguese 
national on the territory of a 
non-Member State":
the following addition shall be made to subparagraph (b)(i).
"Where the last contribution under the Landesversicherungsanstalt
legislation of another Member State has Unterfranken (Regional
been paid to a Portuguese pension Insurance Office of
insurance institution: Unterfranken), Würzburg".
After the heading "I. Netherlands", the following heading shall be
inserted: "J. Portugal 
Continent
Sickness, maternity and family benefits The Regional Centre for
Social Security to which 
the beneficiary is affi­
liated
2. (a) Invalidity, old age and death:
(b) Invalidity, old age and death 
in the special welfare scheme 
for agricultural workers:
3. Accidents at work and occupational 
diseq&es:National Centre for 
Pensions, Lisbon
Regional Social Security 
Centre in the place of 
the Community Centre to 
which the place of resi­
dence of the person in 
question belongs
National Occupational Diseases 
Insurance Fund, Lisbon

-  10  -
4. Unemployment benefits
(a) Verification of the conditions 
relating to unemployment 
(qualification, control, 
determination of the amount and 
duration):
(b) Verification of the situation 
in respect of contributions,
the manner in which unemployment 
allowances are paid, etc.:
5. Benefits granted under the non­
contributory social security scheme:
II. The autonomous region of Madeira
1. Sickness, maternity and 
family benefits:
2. (a) Invalidity, old age and death:
(b) Invalidity, old age and death as 
covered by the special welfare 
scheme for agricultural workers:
3. Accidents at work and occupational 
diseases:
4. Unemployment benefits:
(a) Verification of the conditions 
relating to unemployment 
(qualification, control, 
determination of the amount and 
duration):
(b) Verification of the situation 
in respect of contributions,
the manner in which unemployment 
allowances are paid, etc.
5. Benefits granted under the non­
contributory social security scheme:
III. The autonomous region of the Azores
1. Sickness, maternity and family benefits:
2. (a) Invalidity, old age and death:Employment Centre of the 
place of residence of 
the worker
Ihe Regional Social Security 
Centre in the place of 
residence of the worker
Regional Social Security 
Centre in the place of 
residence of the person in 
question"
Regional Social Security
Directorate, Funchal
Regional Social Security
Directorate, Funchal 
Regional Social Security
Directorate, Funchal
National Occupational Diseases 
Insurance Fund, Lisbon
Regional Directorate for
Employment and Vocational 
Training, Funchal
Regional Social Security 
Directorate, Funchal
Regional Social Security 
Directorate, Funchal
Regional Social Security 
Directorate, Angra do Heroismo 
Regional Social Security 
Directorate, Angra do Heroismo

- 11 -
(b) Invalidity, old age and death as 
covered by the special social 
security scheme for 
agricultural workers:
3. Accidents at work and occupational diseases:
4. Unemployment benefits
(a) Verification of the conditions 
relating to unemployment 
(qualification, control, 
determination of the amount 
and of duration):
(b) Verification of the situation
in respect of contributions, the 
manner in which unemployment 
allowances are paid, etc.:
5. Benefits granted under the non-contributory 
social security scheme:Regional Social Security 
Directorate, Angra do Heroismo
National Occupational Diseases 
Insurance Fund, Lisbon
Regional Directorate for 
Employment, Ponta Delgada
Regional Social Security 
Directorate, Angra do Heroismo
Regional Social Security 
Directorate, Angra do Heroismo
- the heading "J. United Kingdom" becomes "K. United Kingdom".
4. The following addition shall be made to Annex 3:
- the following addition shall be made to the heading "C. Germany": 
in paragraph 3(a) the following subparagraph shall be added:
(ix) dealings with Portugal:LandesVersicherungsanstalt
Unterfranken (Regional Insurance 
Office of Unterfranken), Wurzburg"
after the heading "I. Netherlands", the following heading shall be inserted:
"J. Portugal
I. Continent
1. Sickness, maternity and family benefits 
(as regards benefits in kind in respect 
of sickness and maternity, see also 
Annex 10)
2. (a) Invalidity, old age and death:
(b) Invalidity, old age and death as
covered by the special welfare scheme 
for agricultural workers:
3. Accidents at work and occupational diseases:Regional Social Security Centre 
in the place of residence or in 
place of stay
National Pensions Centre, Lisbon
Regional Social Security Centre 
in the place of the community 
centre to which the place of 
residence of the person in 
question belongs 
National Occupational Diseases 
Insurance Fund, Lisbon

-  12  -
4. Unemployment benefits
(a) Verification of the conditions  
relating to unemployment  
(qualification, control,  
determination of the amount and  
of duration):
(b) Verification of the situation  
in respect of contributions,
the manner in which unemployment  
allowances are paid, etc.:
5. Benefits granted under the non­
contributory social security scheme:
II. The autonomous region of Madeira
1. Sickness, maternity and family benefits  
(as regards benefits in kind in respect  
of sickness and maternity, see also  
Annex 10):
2. (a) Invalidity, old age and death:
(b) Invalidity, old age and death as  
covered by the special social  
security scheme for agricultural  
workers:
3. Accidents at work and occupational  
diseases:
4. Unemployment benefits:
(a) Verification of the conditions  
relating to unemployment  
(qualification, control,  
determination of the amount and  
of duration):
(b) Verification of the situation  
in respect of contributions,
the manner in which unemployment  
allowances are paid, etc.
5. Benefits granted under the non­
contributory social security scheme:Employment Centre of th- '  
place of residence of 
the worker
The Regional Social Security 
Centre in the place of 
residence of the worker
Regional Social Security 
Centre in the place of 
residence of the person in 
question
Regional Social Security 
Directorate, Funchal
Regional Social Security 
Directorate, Funchal
Regional Social Security 
Directorate, Funchal
National Occupational Diseases 
Insurance Fund, Lisbon
Regional Directorate for 
Employment and Vocational 
Training, Funchal
Regional Social Security 
Directorate, Funchal
Regional Social Security 
Directorate, Funchal

- 13 -
III. The autonomous region of the Azores
1. Sickness, maternity and family benefits: 
(as regards benefits in kind in respect 
of sickness and maternity, see also 
Annex 10):
2. (a) Invalidity, old age and death:
(b) Invalidity, old age and death as 
covered by the special social 
security scheme for 
agricultural workers:
3. Accidents at work and occupational
diseases :
4. Unemployment benefits
(a) Verification of the conditions
relating to unemployment 
(qualification, control, 
determination of the amount 
and of duration):
(b) Verification of the situation
in respect of contributions, the 
manner in which unemployment 
allowances are paid, etc.:
5. Benefits granted under the non­
contributory social security scheme:Regional Social Securit” 
Directorate, Angra do Heroismo
Regional Social Security 
Directorate, Angra do Heroismo 
Regional Social Security 
Directorate, Angra do Heroismo
National Occupational Diseases 
Insurance Fund, Lisbon
Regional Directorate for 
Employment, Ponta Delgada
Regional Social Security 
Directorate, Angra do Heroismo
Regional Social Security 
Directorate, Angra do Heroismo
- the heading "J. United Kingdom" becomes "K. United Kingdom".
5. The following addition shall be made to Annex 4:
- the following addition shall be made to the heading "C. Germany": 
the following addition shall be made to paragraph 3(b):
(ix) dealings with Portugal:Landesversicherungsanstalt
Unterfranken (Regional Insurance 
Office of Unterfranken), 
Wurzburg",
- after the heading "I. Netherlands", the following heading shall be inserted: 
"J. Portugal
In relation to all legislations, schemes Social Security Department of
and social security branches referred to international Dealings and
in Article 4 of the Regulation: Agreements
- the heading "J. United Kingdom" becomes "K. United Kingdom".

- 14 -
6. Hie following addition shall be made to Annex 5:
- after the heading "Belgium - Netherlands", the following heading 
shall be inserted:
"9. Belgium - Portugal 
No convention."
- after the heading "Denmark - Netherlands", the following heading 
shall be inserted:
"18. Denmark - Portugal 
Does not apply."
- after the heading "Germany - Netherlands", the following heading 
shall be inserted:
"26. Germany - Portugal 
No convention ."
- after the heading "France - Netherlands", the following heading 
shall be inserted:
"33. France - Portugal
- Articles 39, 40 and 74 of the general administrative agreement of 
11 September 1972 relating to the application of the Convention of 
29 July 1971.
II
- after the heading "Greece - Netherlands", the following heading 
shall be inserted:
"39. Greece - Portugal 
Does not apply."
- after the heading "Ireland - Netherlands", the following heading 
shall be inserted:
"44. Ireland - Portugal 
Does not apply."
- after the heading "Italy - Netherlands", the following heading 
shall be inserted:
"48. Italy - Portugal 
Does not apply ."
- after the heading "Luxembourg - Netherlands", the following 
heading shall be inserted:
"51. Luxembourg - Portugal 
No convention."
- after the heading "Luxembourg - United Kingdom", the following 
heading shall be inserted:
"53. Netherlands - Portugal
Articles 33 and 34 of the general administrative agreement of 
9 May 1980"
- after the heading "Netherlands - United Kingdom", the following 
heading shall be inserted:

- 15 -
"55. Portugal - United Kingdom
Articles 3 and 4 of the Annex to the administrative agreement of 31 P. 'ember 
1981 for the application of Protocol' on the application of medical treatment 
of 15 November 1978."
- after the heading "9. Belgium - Portugal", all existing headings shall 
consequently be renumbered.  j
7. The following addition shall be made to Annex 6:
- under the heading "C. Germany", "Portugal" shall be inserted between the 
words "Luxembourg" and "and the United Kingdom" in paragraphs 1(a) and 
2(a);
- under the heading "6. Italy", "Portugal" shall be inserted between the 
words "the Netherlands" and "and the United Kingdom" in paragraph 
(a)(1)(a);
under the heading "I. Netherlands", "Portugal" shall be entered between 
the words "Luxembourg" and "and the United Kingdom" in paragraph 1;
- after the heading "I. Netherlands", the following heading shall be
inserted:
"J. Portugal
Direct payment";
- the heading "J. United Kingdom" becomes "K. United Kingdom".
8. The following addition shall be made to Annex 7:
- after the heading "I. Netherlands", the following heading shall be
inserted:
"J. Portugal :  Bank of Portugal, Lisbon"
- the heading "J. United Kingdom" becomes "K. United Kingdom".
9. The following addition shall be made to Annex 8:
- in paragraph 1(a), the following text shall be added after the words 
"between France and Luxembourg":
"between Portugal and Germany 
between Portugal and Belgium 
between Portugal and France 
between Portugal and Ireland 
between Portugal and Luxembourg 
between Portugal and the United Kingdom"
- in paragraph 1(b) the following words shall be added after the words 
"Luxembourg":
"Portugal" .
10. The following addition shall be made to Annex 9:
- after the heading "I. Netherlands", the following heading shall be 
inserted:
"J. Portugal
The average annual costs of benefits in kind shall be calculated by 
taking into account the benefits granted by the official Health 
Services ."
L the heading "J. United Kingdom" becomes "K. United Kingdom".

- 16 -
11. The following additions shall be made to Annex 10:
_ after the heading "I. Netherlands", the following heading shal1  be inserted: 
"J. Portugal
I. Continent
1. For the purposes of applying 
Article 17 of the Regulation:Directorate-General for 
Social Security, Lisbon
2. For the purposes of applying 
Article 11(1) and Article 11a 
of the Implementing Regulation:
3. For the purposes of applying 
Article 12a of the Implementing 
Regulation:
4. For the purposes of applying 
Article 13(2) and (3) of the
Implementing Regulation:
5. For the purposes of applying 
Article 14(1) and (2) of the
Implementing Regulation:
6. For the purposes of applying 
Article 14(3) of the 
Implementing Regulation:
7. For the purposes of applying 
Article 28(1), Article 29(2) 
and (5), Article 30(1) and (3) 
and Article 31(1), second 
sentence, of the Implementing
Regulation (when certificates are 
required)
8. For the purposes of applying 
Article 25(2), Article 38(1), 
Article 70(1), Article 82(2) 
and Article 86(2) of the 
Implementing Regulation:Regional Social Security 
Centre to which the 
seconded worker is affiliated
Regional Social Security 
Centre of the place of 
residence or of affiliation 
of the worker, as the 
case may be
Social Security Department
of International Dealings 
and Agreements, Lisbon 
Social Security Department 
of International Dealings 
and Agreements, Lisbon
Regional Social Security 
Centre, Lisbon
National Pensions Centre, 
Lisbon
The administrative authority 
of the place of residence 
of members of the family

- 17 -
9. For the purposes of applying
Article 17(6) and (7), Article 18(3),
i
(4) and (6), Article 20, Article 21(1), 
Article 22, Article 31(1) first sentence 
and Article 34(1) and (2) first sentence, 
of the Implementing Regulation (as an 
institution of the place of residence or 
an institution of the place of stay, as 
the case may be):
10. For the purposes of applying Article 80(2), 
Article 81 and Article 85(2) of the 
Implementing Regulation:
11. For the purposes of applying Article 102(2) 
of the Implementing Regulation:
II. The autonomous region of Madeira
1. For the purposes of applying Article 17 
of the Regulation:
2. For the purposes of applying Article 11(1) 
and Article 11a of the Implementing 
Regulation:
3. For the purposes of applying Article 12a 
of the Implementing Regulation:
4. For the purposes of applying Article 13(2) 
and (3) of the Implementing Regulation:
5. For the purposes of applying Article 14(1) 
and (2) of the Implementing Regulation:
6. For the purposes of applying Article 14(3) 
of the Implementing Regulation:Regional Health Administration 
in thè place of residence or place 
of stay of thè person in question
Regional Social Security Centre 
to which the person in question 
was recently and lastly affiliated
Social Security Department of 
International Dealings and 
Agreements,  Lisbon
Social Affairs Regional 
Directorate, Funchal
Social Security Regional 
Directorate, Funchal
Social Security Regional 
Directorate,  Funchal
Social Security Department 
of Internatior'.-I ?l Dealings and 
Agreements, Lisbon
Social Security Department 
of International Dealings and 
Agreements, Lisbon
Social Security Regional 
Directorate, Funchal

- 18 -
7. For the purposes of applying Article 28(1), 
Article 29(2) and (5), Article 30(1) and 
(3) and Article 31(1), second sentence of 
the Implementing Regulation (when 
certificates are required):
8. For the purposes of applying Article 25(2), 
Article 38(1), Article 70(1), Article 82(2) 
and Article 86(2) of the Implementing 
Regulation:
9. For the purposes of applying Article 17(6) 
and (7), Article 18(3), (4) and (6),
Article 20, Article 21(1), Article 22, 
Article 31(1) first sentence and
Article 34(1) and (2) first sentence 
of the Implementing Regulation (as an 
institution of the place of residence or 
an institution of the place of stay, as 
the case may be):
10. For the purposes of applying Article 80(2), 
Article 81 and Article 85(2) of the 
Implementing Regulation:
11. For the purposes of applying Article 102(2) 
of the Implementing Regulation:Social Security Regional 
Directorate, Funchal
The administrative authority 
of the place of residence of 
members of the family
Public Health Regional 
Directorate,  Funchal
Social Security Regional 
Directorate, Funchal
Social Security Department of 
International Dealings and 
Agreements, Lisbon

- 19 -
III. Ihe autonomous region of the Azores
1. For the purposes of applying Article 17 
of the Regulation:
2. For the purposes of applying Article 11(1) 
and Article 11a of the Implementing 
Regulation:
3. For the purposes of applying Article 12a 
of the Implementing Regulation:
4. For the purposes of applying Article 13(2) 
and (3) of the Implementing Regulation:
5. For the purposes of applying Article 14(1) 
and (2) of the Implementing Regulation:
6. For the purposes of applying Article 14(3) 
of the Implementing Regulation:
7. For the purposes of applying Article 28(1), 
Article 29(2) and (5), Article 30(1) and 
(3) and Article 31(1), second sentence of 
the Implementing Regulation (when 
certificates are required):
8. For the purposes of applying Article 25(2), 
Article 38(1), Article 70(1), Article 82(2) 
and Article 86(2) of the Implementing 
Regulation:Social Affairs Regional 
Directorate, Angra do Heroismo
Social Security Regional 
Directorate, Angra do Heroismo
Social Security Regional 
Directorate, Angra do Heroismo
Social Security Department 
of International Dealings and 
Agreements, Lisbon
Social Security Department 
of International Dealings and 
Agreements,  Lisbon
Social Security Regional 
Directorate, Angra do Heroismo
Social Security Regional 
Directorate, Angra do Heroismo
The administrative authority 
of the place of residence of 
members of the family

-  20  -
9. For the purposes of applying Article 17(6) 
and (7), Article 18(3), (4) and (6), 
Article 20, Article 21(1), Article 22, 
Article 31(1) first sentence and 
Article 34(1) and (2) first sentence 
of the Implementing Regulation (as an 
institution of the place of residence or 
an institution of the place of stay, as 
the case may be):Social Security Regional 
Directorate, Angra do Heroismo
10. For the purposes of applying Article 80(2), 
Article 81 and Article 85(2) of theSocial Security Regional 
Directorate, Angra do Heroismo
Implementing Regulation:
11. For the purposes of applying Article 102(2) 
of the Implementing Regulation:Social Security Department of 
International Dealings and
Agreements, Lisbon
- the heading "J. United Kingdom" becomes "K. United Kingdom".
12. The following addition shall be made to Annex II:
- after the heading "I. Netherlands", the following heading shall be 
inserted:
"J. Portugal 
None"
- the heading "J. United Kingdom" becomes "K. United Kingdom".

ANNEX III
Amendments to 
Community acts
relating to social security for migrant workers
1. Council Regulation (EEC) No 1408/71 of 14 June 1971 on the application 
of social security schemes to employed persons, to self-employed persons 
and to members of their families moving within the Community, as amended 
and updated by Council Regulation (EEC) No 2001/83 of 2 June 1983 
(OJ L 230 of 22 August 1983).
The annexes to the Regulation must be amended to the extent that this is 
required, on the one hand, as a result of amendments to Portuguese 
legislation and/or, on the other hand, an agreement between the com­
petent authorities of the Member States and of Portugal on the retention 
of certain provisions of bilateral agreements.
2. Council Regulation (EEC) No 574/72 of 21 March 1972 laying down the 
procedure for implementing Regulation(EEC)No  1408/71 on the 
application of social security schemes to employed persons, to self- 
employed persons and to members of their families moving within the 
Community, as amended and updated by Council Regulation (EEC) No 2001/83 
of 2 June 1983 (OJ L 230 of 22 August 1983).
The annexes to the Regulation must be amended to the extent that this is 
required, on the one hand, as a result of amendments to Portuguese 
legislation and/or, on the other hand, an agreement between the com­
petent authorities of the Member States and of Portugal on the retention 
of certain provisions of bilateral agreements.