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COMMISSION OFTHEEUROPEAN COMMUNITIES
COM(79)267 final
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4.· \'*·-·■
V-e..V
y>''' N.V*■/;. ..V
COMMUNICATION FROMTHECOMMISSION TOTHECOUNCIL
CONCERNING THEIMPLEMENTATION OFTHEPROVISIONS ON
COOPERATION INTHEFIELDOFSOCIALSECURITY CONTAINED
INTHECOOPERATION AGREEMENTS CONCLUDED WITH
THEMAGHREBCOUNTRIES ANDINTHEADDITIONAL PROTOCOL TOTHE
AGREEMENT CONCLUDED WITHTHEPROTUGESE REPUBLIC
COM(79)267final
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INTRODUCTION
This communication relates totheimplementation ofprovisions on
cooperation inthefield ofsocial security contained intheCooperation
1 2 3Agreements "between theCommunity andTunisia fMorocco andAlgeria ,and
intheAdditional Protocol totheAgreement between theCommunity and
Portugal •
These Agreements provide that theCooperation Councils (Joint Committee in
thecase ofPortugal )shall adopt provisions toadopt theprinciples set
outintherelevant Articles before the endofthefirst year after the
entry into force oftheAgreements ,
AstheAgreements entered into force on1November 1978 ,these provisions
must beadopted before 1November 1979 *Annex tothis communication
contains adraft decision oftheCooperation Councils /Joint Committee *
Astheprovisions onsocial security ofthese Agreements areidentical ,this
draft consists ofone text which iscommon tothe four decisions *
OJECL265 ,27September 1978
^OJECL264,27September 1978
30JECL263,27September 1978
4QJEC,L274,29September 1978

I.LEGAL BASIS
Thedraft decisions oftheEEC-Algeria ,EEC-Morocco andEEC-Tunisia
Cooperation Councils andtheEEC-Portugal Joint Committee arebased on
thefollowing provisions respectively :
-Articles 39»40and41oftheEEC-Algeria Agreement (cftext ofart.in
-Articles 41»42and43oftheEEC-Morocco Agreement (cftext ofart.in
-Articles 40,41and42oftheEEC-Tunisia Agreement (cftext ofart.in
-Articles 11,12and13oftheAdditional Frotocol totheEEC-Portugal
Agreement (cftext ofart..inAnnex D).
II.GENERAL REMARKS
TheCommunity hadalready previously adopted similar provisions toadopt
theabove-mentioned Decisions .What isbeing referred toisArticle 39
1oftheAdditional Protocol totheAnkara Agreement ,which wasthesubject
2ofaCommunication from theCommunity totheCouncil ,andwhich wasat
theorigin oftheproposal from theCommunity totheEEC-Turkey
Association Council ^.Thatproposal wasused asareference whenthe
draft inAnnex wasbeing drawn up.
Anexamination oftheabove-mentioned Agreements shows that they canbe
interpreted inthesame wayastheCommission 'sandCouncil 'sinterpretation
ofArticle 39oftheEEC-Turkey Agreement .Aswill bemade clear below ,
however ,thelayout oftheEEC-Turkey draft decision could notbeadhered
to,andanewtext hadtobedrafted toimplement thefour Agreements
dealt with inthis Communication .
A.Content oftheAgreements
TheAgreements provide :
1.Infavour ofAlgerian /Moroccan /Tunisian /Portuguese workers whoare
employed intheCommunity :
CfAnnex E
Cfdoc.COM(73 )2059 final of11December 1973
^CftheNoteof16June1977fromtheSecretariat-General oftheCouncilAnnex A)
Annex B)
Annex C)

-3-
(a)asregards social security legislation ,nodiscrimination onthe
grounds ofnationality }
(b)taking into account periods ofinsurance ,employment orresidence
completed under thelegislation ofaMember State toacquire
entitlement tobenefits inanother Member State .This aggregation
istoapply toold-age ,survivors 1andinvalidity pensions ,andto
medical treatment (forworkers andthemembers oftheir families
residing intheCommunity );
(c)paying family benefits toworkers employed intheCommunity ,the
members ofwhose families reside inanother Member State ;
(d)exporting ,totheworker 'scountry oforigin ,old-age andsurvivors *
pensons ,pensions foraccidents atwork andoccupational diseases ,
andinvalidity pensions provided following anaccident atwork or
anoccupational disease .Ifthese benefits areexported ,the
amount that may beexported maybefixed bythelegislation of
theMember State orStates providing thebenefits .
2.Infavour ofworkers who are nationals ofaMember State and who are
working inTunisia /Morocco /Algeria /Portugali
5yanalogy ,theaward oftheadvantages referred toin1(a)and (d)
above .
B.Article 39oftheAdditional Protocol totheAnkara Agreement
Ascanbeseen ,therelevant provisions oftheAgreements concerned are
analogous toArticle 39oftheAdditional Protocol totheEEC-Turkey
Agreement .Apart from minor changes inthewording ,theonly differences
between the treatment ofTurkish workers and the treatment ofworkers from
theMaghreb countries andPortugal arethefollowing :
CfAnnex E

-4-
1*within the limits onthepayment ofpensions intheMaghreb countries
and inPortugal ,i.e. ,
–limit ontheexport ofinvalidity pensions tothecountry oforigin
where such pensions areacquired following anaccident atwork or
anoccupational disease ;
–where theamount ofthepension exported isrestricted toanamount
corresponding tothe amount ofthepension provided under the
legislation ofthecountry towhich thebenefit isexported .
2.theEEC–Maghreb countries and theEEC–Portugal Agreements provide for
thepayment offamily benefits instead offamily allowances tothe
members ofthe family who reside inaMember State other than the
competent State .
Theother differences areminor ,necessary because thedraft decision of
theEEC-Turkey Association Council theCommunity hadforwarded toTurkey
included benefits which were notexplicitly provided forintheEEC–Turkey
1Additional Protocol 9ordonotconcern theworkers from these third States
(reciprocal treatment fornationals ofMember States ).
Toconclude ,apart from therestriction ontheexport ofpensions ,a
comparison between these Agreements and theEEC-Turkey Additional Protocol
makes itclear that inthefield ofsocial security theCommission is
willing togrant Algerian /Moroccan /Tunisian /Portuguese workers thesame
favourable treatment already granted toTurkish workers .
Onecould ,however ,point outthat unlike theEEC–Turkey Agreement ,the
Agreements concluded with theMaghreb countries andwith Portugal donot
include anyprovision onfreedom ofmovement forworkers within the
community and that Maghreb andPortuguese workers could therefore be
regarded asbeing less favourably treated than areTurkish workers inthe
EEC-Turkey draft decision .
This view isnot ,however ,justified .While theattainment offreedom
ofmovement issubject tothe implementation ofprocedures tocoordinate
social security schemes ,theconverse isnotthecase .
Provision onequality oftreatment intheEEC-Turkey draft decision .

-5-
AstheCommission hasalready stressed initsCommunication tothe
Council ontheimplementation oftheAnkara Agreement *
"Thenature andimportance oftheproblems raised "bysocial security
legislations forworkers moving within theCommunity arenotlinked to
thedegree inwhich freedom ofmovement hasbeen achieved .These
problems arise from movement assuch ,irrespective ofwhether itoomes
under thenational policies onentry andstay orwhether itismade
1easier bycertain Community measures "•
TheCouncil also adopted this point ofview astheproposal from the
2Community totheEEC-Turkey Association Council isbased onthesame
interpretation ofArticle 39oftheAdditional Protocol tothe
Ankara Agreement ,contrary totheopinion
that asfreed cmofmovement forTurkish workers wastobegranted only
inthedistant future ,Article 39should have been interpreted much
more strictly .
C.Layout ofthe draft inAnnex
TheEEC-Turkey draft decision ,which hasalready been referred to,specifies
theprovisions ofCouncil Regulation (EEC)No1408/71of14June 1971 which
shall apply byanalogy toTurkish workers ,themembers oftheir families
andtheir survivors .This procedure could beadopted asRegulation
Wo1408/71andtheEEC-Turkey decision apply toemployed persons .
TheRegulation is,however ,currently being amended toextend itto
self-employed persons andtonon-employed insured persons .Toavoid any
confusion which could arise from theprovisions oftheRegulation being -
applied toworkers from theMaghreb andPortugal ,theCommission considers
that theCooperation Agreements should beimplemented byanewtext without
reference toRegulation No1408/71.
Because oftheobligations undertaken byTunisia ,Morocco ,Algeria and
Portugal ,there isanumber ofprovisions common toboth Contracting
Parties .
^CfDoc.COM(73 )2059final of11December 1973 ,p.7»point (b).
2Note of16June 1977 from theSecretariat-General oftheCouncil .

REMARKS ONTHE DRAFT OFDECISION OFTHEEEC-ALGERIA ,EEC-MOROCCO ,.
AND EEC-TUNISIA COOPERATION COUNCILS ,AND OFTHEEEC-PORTUGAL MIXED
COMMITTEE .
Forthese reasons ,theCommission considers that theDecisions tobe
adopted toimplement theprovisions oncooperation inthefield ofsocial
security oftheEEC-Maghreb andEEC-Portugal Agreements should include
provisions ontheobligations devolving upon both Contracting Parties
andprovisions concerning only theobligations oftheMember States
vis-st-visTunisian /Moroccan /Algerian /Portuguese workers .
Thedraft inAnnex hastherefore been drawn upalong thefollowing
lines :
-Parts IfIIIandIVconcern theMember States andTunisia /Morocco /
Algeria /Portugal •
–Part IIapplies only totheMember States#

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PARTI-GENERALPROVISIONS
Article 1
ThedefinitionsinthisArticlecorrespondtothedefinitions adoptedinthe
EEC-Turkeydraftdecision.
Articles2and3
Articles2and3oftheEEC-Turkeydraftdecisionwereadoptedwithamendments
toapplytoTunisian/Moroccan/Algerian/Portugueseworkerswhoaresubjectto
thelegislationofoneormoreStates,andtonationalsofMemberStateswho
aresubjecttoTunisian/Moroccan/Algerian/Portugueselegislation.
Article4
CorrespondstoArticle4oftheEEC-Turkeydraftdecisionandthereforeto
Article4ofRegulationNo1408/71.
Article5
NotintheEEC-Turkeydraftdecision.TheCommissiondoes,however,consider
itusefulforeachContractingPartytotakenoteofthelegislation and
schemestowhichthedraftintheAnnexapplies.
Article6
Therearetwoversionsofthisprovision.Bothareintendedtoapplyto
thepersonsconcernedthebilateralagreementsconcludedbetweenMember
StateswhichareapplicabletoCommunityworkers,i.e.theprovisionsset
outinPartAofAnnexIIofRegulationNo1408/71whichhavenotbeen
listedinPartBofthatAnnex.

-8-
AsPortugal hasratified theInterim Agreements oftheCouncil ofEurope ,
theEEC-Portugal version isidentical toArticle 5oftheEEC-Turkey draft
decision .
Thewording ofthis Article intheEEC-Tunisia /Morocco /Algeria Agreements is
different asthose countries have notratified theInterim Agreements .
Article 7
Corresponds toArticle 6(2)oftheEEC-Turkey draft decision .
Article 8
Paragraph 1concerns thewaiving ofresidence clauses ontheexport toanother
Member State of "benefits acquired under thelegislation ofoneormore Member
State .
Paragraph 2concerns thewaiving ofresidence clauses ontheexport toTunisia /
Morocco /Algeria /Portugal ofbenefits acqurred under thelegislation ofoneor
more Member States ,and ,conversely ,ontheexport totheCommunity ofbenefits
acquired under thelegislation ofaMaghreb country orofPortugal .
Thejustification forthis particular provision maybefound inArticle 35(5 )
oftheEEC-Algeria Agreement and inthecorresponding provisions ofthe
other Cooperation Agreements which arethesubject ofthis Communication .
Account hasbeen taken ofthe fact that these Agreements donotprovide for
theexport ofinvalidity benefits other than those provided following an
accident atwork oranoccupational disease .
Article 9
Corresponds toArticle 7oftheEEC-Turkey draft decision .Annex Vtothe
annexed draft (cfArticle 78infra )maycontain certain restrictions because
ofdistinctive features ofthelegislation ofaMember State ,aMaghreb
country orPortugal ,asprovided forinArticle 39(4 )oftheEEC-Algeria
Agreement andthecorresponding provisions oftheother Agreements .

-9-
Article10
Thecontentsofthisprovisionshouldbeexaminedinconjunction withthe
Commission'sproposalsconcerningPartII,TitleII,Chapter3ofthe
preliminarydraftannexunderwhichtheinstitutions oftheMemberStates
shoulddirectlycalculatethebenefitslistedinAnnexIII,PartB,andthe
benefitsdueinpursuanceofasocialsecurityconventionconcludedwitha
MaghrebcountryorwithPortugal(cfArticles44and49below).
Paragraphs 1,2,4and5ofthisprovisioncorrespondtoparagraphs 1and2
ofArticle12ofRegulationNo1408/71.
Paragraph3wasaddedinviewofthefactthatCommunitynationalswhoare
subjecttothelegislationofaMaghrebcountryorofPortugalcouldalso,
undertheoooperation agreements,claimpensionsacquiredunderthelegislation
ofoneofthesecountries.
PARTII-PROVISIONS CONCERNING THEAPPLICATION OPTHESOCIALSECURITY SCHEMES
OPTHEMEMBERSSTATESTOTUNISIAN/MOROCCAN/ALGERIAN/PORTUGUESE WORKERS
TitleI
Determination ofthelegislationapplicable
Articles11to15ofthetextattachedshowtheprovisionsofArticles13(l)and
(2)(a)and(b),14,15and17ofRegulationNoI4O8/7ImentionedinArticle9of
thedraftEEC-TurkeyDecision.
TitleII
Specialprovisionsforvariouscategoriesofbenefits
Chapter1-Sicknessandmaternity
ThischaptercomprisestheprovisionsofRegulationNoI408/7IlistedinArticles
10and11ofthedraftEEC-TurkeyDecision:

-10-
Articles15»16»17»18,19»2oand2l(l)ofthetextcorrespondtoArticles
18,19,20,21,22,23and24(l)ofRegulationNo1408/71.
ForArticle2l(2)itisproposedtousethelistofsubstantialbenefitsin
kinddrawnupbytheAdministrative Commission onSocialSecurityforMigrant
WorkersforthepurposesofRegulationNo1408/71.
Article22(l)correspondstoArticle11,secondsubparagraph ,ofthedraft
EEC-TurkeyDecision.
ThetextofArticle22(2)istakenfromtheprovisionsofArticle25(3)of
RegulationNoI4O8/7I.
Articles23to34ofthetextattachedcorrespondtotheprovisionsofArticles
26to36ofRegulationNo1408/71.
Chapter2-Invalidity
TheprovisionsinthisChapterweretakenfromthoseofRegulationNo1408/71
referredtoinArticle12ofthedraftEEC-TurkeyDecision.
Chapter3-Oldageanddeath(pensions)
InthedraftEEC-TurkeyDecision(Articles13and14)»thesystemforcalculating
pensionsonaproratatemporisbasiswasadoptedasapplicableinallcases,
regardlessofwhethertheworkersatisfiedthequalifyingconditionsforbenefits
withorwithoutaggregation ofemployment,insuranceorresidenceperiods.
Provisionisalsomadeforthegrantofasupplementwhere,undertheprovisions
ofasocialsecurityconventionbetweenTurkeyandaMemberState,thebenefit
awardedislowerthantheonethatwouldresultfromtheapplication ofthe
Decision.
Itappearsthatthissolutionnolongersatisfiesacertainnumberofcountries
whowould,withouthavingtoundertakethedoublecalculationprovided
forinArticle4^(l)ofRegulationNo1408/71,prefertouseadirectcalculation
procedureofthebenefitsdueunderthelegislation whichtheirinstitutions
administer .

-11-
Themainreasonforthisrequestistheneedtosimplifyadministrative work
andavertlongerdelaysinawardingpensions,withoutentailingadditional
advantagesforthoseconcerned.
TheCommissionconsidersthatthisviewpointisjustifiedandinthepreliminary
draftattachedaccountistakenofthisviewinthefollowingmanner:
Article44(l),whichcorrespondstoArticle46(2)ofRegulationNo1408/71,lays
downtheprincipleofpro-ratacalculation,butArticle44(2)makesitpossible
toderogatefromthisprincipleandcalculatethebenefitslistedinAnnexIII,
PartB,directly.
Article49ofthepreliminarydraftconcernsthespecialprovisionsapplicable
toMaghreborPortugueseworkerswhohavebeensubjecttothelegislationoftwo
MemberStatesofwhichatleastoneisboundbyasocialsecurityconventionwith
aMaghrebcountryorwithPortugal.
Thisprovisionlaysdowntheprincipleoftheawardofbenefitsbyeachcountry
concernedinaccordancewiththeprovisionsofthebilateralsocialsecurity
conventionapplicableandprovidesforthepossiblegrantingofasupplement
wheretheamountdueundertheconventionislowerthantheamountofthebenefit
calculatedinaccordancewithArticle44(l)(prorata).
Chapter4-Accidentatworkandoccupational diseases
ThisChaptercontainstheprovisionsoftheArticlesofRegulationNo1408/71
mentionedinArticle15ofthedraftEEC-TurkeyDecision.
TheCommissionfurthermore proposesthatastatementbewrittenintotheminutes
oftheCooperationCouncil(oroftheJointCommittee)thatwilladoptthe
preliminarydraft,inwhichitshouldbespecifiedthattheprovisionsofArticle
55(3)willalsoextendtoocctipationaldiseasesdeterminedbytheCouncilofthe
EuropeanCommunitiesinaccordancewiththeprovisionsofArticle57(4)of
RegulationNo1408/71.

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Chapter5-Deathgrant
InaccordancewithArticles16and17ofthedraftEEC-TurkeyDecision,
Articles62to64ofthepreliminarydraftattachedcorrespondtothe
provisionsofArticles64to66ofRegulationNo1408/71.
Chapter6-Family "benefitsandfamilyallowances
forworkersandunemployed persons
Article39(3)oftheAdditionalProtocoltotheAnkaraAgreementprovides
forthepaymentoffamilyallowancesformembersofworkers'familieswho
residewithintheCommunity.However,Article40(3)oftheEEC-TunisiaAgree­
mentandthecorresponding provisionsintheotherAgreementscoveredby
thepresentMemorandumprovideforthepaymentoffamilybenefitsforthese
beneficiarycategories .
Chapter6ofthepreliminarydraftattached,whiletakingaccountofthis
difference,takesovertheprovisionsofArticles72to76ofRegulation
No1408/71referredtoinArticles18and19ofthedraftEEC-TurkeyDecision.
Chapter7-Benefitsfordependentchildrenofpensioners
andfororphans
TheprovisionsofChapter7ofthepreliminarydraftattachedcorrespondto
thoseofArticle20ofthedraftEEC-TurkeyDecision.
However,ithasbeendeemedappropriatetodefine,inArticle70(l)andArticle71
A),thefamilybenefitstowhichthesaidChapterapplies.

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PARTIII-MISCELLANEOUS PROVISIONS
Articles73»T4»75»76a*1*!77of"thepreliminarydraftattachedtalceover
theprovisionsofArticles21,22,23,24and25ofthedraftEEC-Turkey
Decision,dulyamendedsoastotakeaccountofthefactthatthecooperation
agreementsconcludedwiththeMaghrebcountriesandPortugallaydownobliga­
tionsforalloftheContractingPartiesandnotsolelyfortheMemberStates.
Article78providesthattheMemberStatesandthethirdcountriesconcerned
maysetoutinAnnexVthespecialimplementation provisionslaiddownintheir
legislation .
Articles79»80and81correspondtotheprovisionsofArticles90»92and93
ofRegulationNoI4O8/7I.
PARTIV-TRANSITIONAL ANDFINALPROVISIONS
Article82ofthepreliminarydraftattachedtakesovertheprovisionsof
Article94(l)"t°(6)ofRegulationNo1408/71.
Article83dealswiththeprocedureforamendingtheannexestothepreliminary
draft.
Article84,byanalogywithArticle96ofRegulationNo1408/71,setsupa
procedurefornotifyingthedeclarations mentionedinArticle5ofthepreli­
minarydraft.
CpntrarytowhatwasagreedwithintheframeworkofthedraftEEC-TurkeyDecision,
theCommissiontakestheviewthatthecompetentbodyshouldunderthecooperation
agreementshavethepowertofixtherulesforimplementation ofthepreliminary
draftatalaterstage.Article85,corresponding toArticle95ofRegulationNo
1408/71,willprovidethelegalbasisfortheDecisiontobetakenforthis
purpose.
Article86correspondstoArticle31ofthedraftEEC-TurkeyDecision.
Article871
TheCommissionconsidersthattheimplementation ofArticle40(3)oftheEEC-
TunisiaAgreement,asalsoofthecorresponding provisionsintheEEC-Morocco,

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EEC-Algeria andEEC-Portugal Agreements,shouldleadtoequalityoftreatment
betweenCommunityworkersandMaghrebandPortugueseworkersinrespectofthe
paymentoffamilybenefitsformembersofthefamilyresidingwithinthe
Community.Hence,theuniformsolutionforthepaymentoffamilybenefits
thattheCouncilmustseekinpursuanceofArticle98ofRegulationNo1408/71
mustalsobeappliedwithintheframeworkoftheCooperation Agreements.
ANNEXESTOTHEDRAFT.
AnnexesI,IIIPartA,andIVcorrespondrespectively toAnnexesI,IIIand
IVofRegulationNo1408/71.
AnnexIIshouldlisttheprovisionsofconventions mentionedinPartAof
AnnexIItoRegulationNo1408/71thathavenotbeenlistedinPartBof
thatAnnex.
AnnexIII,PartB,liststhebenefitsreferredtoinArticle44(2)ofthe
preliminarydraftattached.
AnnexV,PartA,setsoutthespecialimplementing provisionsofthelegislation
ofcertainMemberStates.ItcorrespondstotheprovisionsofAnnexVto
RegulationNo1408/71thatapplytoTurkishworkersinaccordancewiththe
AnnextothedraftEEC-TurkeyDecision.
AnnexV,PartB,willbenecessaryonlyifspecialimplementing provisions
ofTunisian/iloroccan/Algerian/Portugueselegislationhavetobe'mentioned.

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Annex A
vTfext ofarticles 39,40 and41oftheCooperation .Agreement hetueen theEEC .and tfre >
People 'sDemocratic Republic ofAlgeria
Article 39
1.Subject totheprovisions ofthefollowing paragraphs ,workers ofAlgerian
nationality andanymembers oftheir families living with them shall enjoy ,
inthefield ofsocial security ,treatment free from anydiscrimination
based onnationality inrelation tonationals oftheMember States inwhich
they areemployed .
2.Allperiods ofinsurance ,employment orresidence completed bysuch workers
inthevarious Member States shall beadded together forthepurpose of
pensions andannuities inrespect ,ofoldage,death andinvalidity ,and
also for that ofmedical care for the workers and for members oftheir
families resident intheCommunity .
3.Theworkers inquestion shall receive family allowances formembers of
their families whoareresident intheCommunity .
4.Theworkers inquestion shall beable totransfer freely toAlgeria atthe
rates applied byvirtue ofthelawofthedebtor Member State orStates ,
anypensions orannuities inrespect ofoldage ,death ,industrial accident
oroccupational disease ,orofinvalidity resulting from industrial accident
oroccupational disease .
5.Algeria shall accord toworkers who arenationals ofaMember State and
employed initsterritory ,andtothemembers oftheir families ,treatment
similar tothat specified inparagraphs 1,3and4*
Article 40
1.Before theendofthefirst year following theentry into force ofthis
Agreement ,theCooperation Council shall adopt provisions toimplement
theprinciples setoutinArticle 39*
2.TheCooperation Council shall adopt detailed rules foradministrative
cooperation providing thenecessary management andcontrol guarantees
fortheapplication oftheprovisions referred toinparagraph 1.

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Articleâl
TheprovisionsadoptedbytheCooperation CouncilinaccordancewithArticle40
shallnotaffectanyrightsorobligationsarisingfrombilateralagreements
linkingAlgeriaandtheMemberStateswherethoseagreementsprovideformore
favourabletreatmentofnationalsofAlgeriaoroftheMemberStates.

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Annex B
Text ofarticles 41,42and43oftheCooperation Agreement between the EECandthe
Kingdom ofMorocco
Article 41
1.Subject to -theprovisions ofthefollowing paragraphs ,workers ofMoroccan
nationality andanymembers oftheir families living with them shall enjoy ,
inthefield ofsocial security ,treatment free from anydiscrimination
based onnationality inrelation tonationals oftheMember States inwhich
they areemployed .
2.Allperiods ofinsurance ,employment orresidence completed bysuch workers
inthevarious Member States shall beadded together forthepurpose of
pensions andannuities inrespect ofoldage ,invalidity anddeath andalso
for that ofmedical care for the workers and for members oftheir families
resident intheCommunity .
3.Theworkers inquestion shall receive family allowances formembers oftheir
families who areresident intheCommunity .
4.Theworkers inquestion shall beable totransfer freely toMorocco ,atthe
rates applied byvirtue ofthelawofthedebtor Member State orStates ,any
pensions orannuities inrespect ofoldage ,death ,industrial accident or
occupational disease ,orofinvalidity resulting from industrial accident or
occupational disease .
5.Morocco shall accord toworkers who arenationals ofaMember State and
employed initsterritory ,andtothemembers oftheir families ,treatment
similar tothat specified inparagraphs 1,3and4«
Article 42
1.Before theendofthefirst year following entry into force ofthis Agreement ,
theCooperation Council shall adopt provisions toimplement theprinciples set
out inArticle 41*
2.TheCooperation Council shall adopt detailed rules foradministrative cooperation
providing thenecessary management andcontrol guarantees fortheapplication of
theprovisions referred toinparagraph 1.

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Article 43
Theprovisions adopted bytheCooperation Council inaccordance with Article 42
shall not affect anyrights orobligations arising from bilateral agreements
linking Morocco andtheMember States where those agreements provide formore
favourable treatment ofnationals ofMorocco oroftheMember States .

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Annex C
Text ofarticles 40,41and42oftheCooperation Agreement between the EECandthe
Republic ofTunisia
Article AD
1.Subject totheprovisions ofthefollowing paragraphs ,workers ofTunisian
nationality andanymembers oftheir families living with them shall enjoy ,
inthefield ofsocial security ,treatment free from anydiscrimination
based onnationality inrelation tonationals oftheMember States inwhich
they areemployed .
2.Allperiods ofinsurance ,employment orresidence completed bysuch workers
inthevarious Member States shall beadded together forthepurpose of
pensions andannuities inrespect ofoldage ,death andinvalidity ,andalso
for that ofmedical care for the workers and for members oftheir families
resident intheCommunity .
3.Theworkers inquestion shall receive family allowances formembers oftheir
families who areresident intheCommunity .
4.Theworkers inquestion shall beable totransfer freely toTunisia ,atthe
rates applied byvirtue ofthe lav/ofthedebtor Member State orStates ,any
pensions orannuities inrespect ofindustrial accident ,occupational 4sease ,
oldageordeath ,orofinvalidity resulting from industrial accident or
occupational disease .
5.Tunisia shall accord toworkers tvhoarenationals ofaMember State andemployed
initsterritory ,andtothemembers oftheir families ,treatment similar to
that specified inparagraphs 1,3and4«
Article 41
1.Before theendofthefirst year following theentry into force ofthis Agreement
theCooperation Council shall adopt provisions toimplement theprinciples set
out inArticle 40.
2.TheCooperation Council shall adopt detailed rules foradministrative cooperation
providing thenecessary management andcontrol guarantees fortheapplication of
theprovisions referred toinparagraph 1.

-20-
Article42
TheprovisionsadoptedbytheCooperation CouncilmaccordancewithArticle41
shallnotaffectanyrightsorobligationsarisingfrombilateralagreements
linkingTunisiaandtheMemberStateswherethoseagreementsprovideformore
favourabletreatmentofnationalsofTunisiaoroftheMemberStates.

-21-
Annex D
Text ofarticles 11,12,13and 14oftheAdditional Protocol totheAgreement
between the EECand thePortuguese Republic
Article 11
1.Subject totheprovisions ofthefollowing paragraphs ,workers ofPortuguese
nationality andanymembers oftheir families living with them shall enjoy ,
inthefield ofsocial security ,treatment free ofanydiscrimination based
onnationality inrelation tonationals oftheMember States inwhich they
areemployed .
2.Allperiods ofinsurance ,employment orresidence completed bysuch workers
inthevarious Member States shall beadded together forthepurpose of
pensions andannuities inrespect ofoldage ,death andinvalidity ,andalso
for that ofmedical care for the workers and for members oftheir families
resident intheCommunity .
3.Theworkers inquestion shall receive family allowances formembers oftheir
families whoareresident intheCommunity .
4.Theworkers inquestion shall beable totransfer freely toPortugal ,atthe
rates applied byvirtue ofthelawofthedebtor Member State orStates ,any
pensions orannuities inrespect ofindustrial accident ,occupational disease ,
oldageordeath ,orofinvalidity resulting from industrial accident or
occupational disease .
Article 12
Portugal shall accord toworkers who arenationals ofaMember State andemployed
initsterritory ,andtothemembers oftheir families ,treatment similar tothat
specified inArticle ll(l )and (4).
Article 13
1.Before theendofthefirst year after entry into force oftheProtocol ,the
Soint Committee shall adopt provisions toimplement theprinciples setoutin
Articles 11and 12.
2.TheJoint Committee shall adopt detailed rules foradministrative cooperation
providing thenecessary management andcontrol guarantees fortheapplication
oftheprovisions referred toinparagraph 1.

Article14
Theprovisionsaaopted ."bytheJointCommitteeinaccordancewithArticle13
shallnotaffectanyrightsorobligationsarisingfrom"bilateralagreements
linkingPortugalandtheMemberStateswherethoseagreementsprovidefor
morefavourabletreatmentofnationalsofPortugaloroftheMemberStates.

■Textofarticle39oftheEEC-TurkeyAdditionalProtocol
Article39
1.BeforetheendofthefirstyearaftertheentryintoforceofthisProtocol
theCouncilofAssociationshalladoptsocialsecuritymeasuresforworkers
ofTurkishnationality movingwithintheCommunityandfortheirfamilies
residingintheCommunity.
2.Theseprovisions mustenableworkersofTurkishnationality,inaccordance
witharrangements tobelaiddown,toaggregateperiodsofinsuranceor
employmentcompletedinindividual MemberStatesinrespectofold-age
pensions,deathbenefitsandinvaliditypensions,andalsoasregardsthe
provisionofhealthservicesforworkersandtheirfamiliesresidingin
theCommunity.Thesemeasuresshallcreatenoobligation onMemberStates
totakeintoaccountperiodscompletedinTurkey.
3.Theabovementioned measuresmustensurethatfamilyallowancesarepaidif
aworker'sfamilyresidesintheCommunity.
4.ItmustbepossibletotransfertoTurkeyold-agepensions,deathbenefits
andinvaliditypensionsobtainedunderthemeasuresadoptedpursuantto
paragraph 2.
5.ThemeasuresprovidedforinthisArticleshallnotaffecttherightsand
obligationsarisingfrombilateralagreementsbetweenTurkeyandMember
StatesoftheCommunity,insofarastheseagreementsprovidemorefavourable
arrangements forTurkishnationals.

DraftofdecisionoftheEEC-Algeria/EEC-Morocco,
andEEC-Tunisia Cooperation Councils,andofthe
EEC-Portugal MixedCommittee

PABTI-GENERALPROVISIONS
Article1
Définitions
ForthepurposeofthisDecision:
(a)"worker**means:
(i)subjecttotherestrictionssetoutinAnnexV,anypersonwhois
insured,compulsorily oronanoptionalcontinuedbasis,forone
ormoreofthecontingencies coveredbythebranchesofasocial
securityschemeforemployedpersons}
(ii)anypersonwhoiscompulsorilyinsuredforoneormoreofthe
contingencies coveredbythebranchesofsocialsecuritydealt
withinthisDecision,underasocialsecurityschemeforall
residentsorforthewholeworkingpopulationifsuchperson:
-canbeidentifiedasanemployedpersonbyvirtueofthemanner
inwhichsuchschemeisadministered orfinanced,or
-failingsuchcriteria,isinsuredforsomeothercontingency
specifiedinAnnexVunderaschemeforemployedpersons,either
compulsorily oronanoptionalcontinuedbasisj
(b)"frontierworker11meansanyworkeremployedintheterritoryofaMember
StateandresidingintheterritoryofanotherMemberStatetowhichhe
returnsasaruledailyoratleastonceaweek;however,afrontier
workerwhoispostedelsewhereintheterritoryofthesameoranother
MemberStatebytheundertakingtowhichheisnormallyattachedandis
preventedonaccountofsuchpostingfromreturningdailyoratleast
onceaweektotheplacewhereheresidesshallnevertheless retainthe
statusoffrontierworkerforaperiodnotexceedingfourmonths:

-2-
(c)"seasonalworker"meansanyworkerwhogoestotheterritoryofaMember
Stateotherthantheoneinwhichheisresidenttodoworkthereofa
seasonalnatureforanundertaking oranemployerofthatStatefora
periodwhichmayonnoaccountexceedeightmonths,andwhostaysinthe
territoryofthesaidStateforthedurationofhiswoik;workofa
seasonalnatureshallbetakentomeanworkwhi6h,beingdependenton
thesuccessionoftheseasons,automatically recurseachyear;
(d)"memberofthefamily*'meansanypersondefinedorrecognizedasamember
ofthefamilyordesignatedasamemberofthehouseholdbythelegislation
underwhichbenefitsareprovidedor,inthecasesreferredtoinArticle19
(l)(a)andArticle29,bythelegislationoftheMemberStateinwhose
territorysuchpersonresides;where,however,thesaidlegislations regard
asamemberofthefamilyoramemberofthehouseholdonlyapersonliving
underthesameroofastheworker,thisconditionshallbeconsideredsatisfied
ifthepersoninquestionismainlydependentonthatworker;
(e)•'survivor"meansanypersondefinedorrecognizedassuchbythelegislation
underwhichthebenefitsaregranted;where,however,thesaidlegislation
regardsasasurvivoronlyapersonwhowaslivingunderthesameroofas
thedeceasedworker,thisconditionshallbeconsideredsatisfiedissuch
personwasmainlydependentonthedeceasedworker;
(f)"residence"meanshabitualresidence;
(g)"stay"meanstemporaryresidence;
(h)"legislation"meansalllaws,regulationsandotherprovisionsandallother
presentorfutureimplementing measuresofeachMefliberStateandofTunisia/
Morocco/Algeria/Portugalrelatingtothesectorsofsocialsecurityandschemes
forsocialsecuritycoveredbyArticle4(l)a^d(2).
Thetermexcludesprovisionsofexistingorfutureindustrialagreements ,
whetherornottheyhavebeenthesubjectofadecisionbytheauthorities
renderingthemcompulsoryorextendingtheirscope;

-3-
(i)"socialsecurityconvention"meansanybilateralormultilateral instrument
whichbindsorwillbindeithertwoormoreMemberStatesexclusivelyora
MemberStateandTunisia/Morocco/Algeria/Portugal,inthefieldofsocial
security,forallorpartofthebranchesandschemessetoutinArticle4(1)
and(2),togetherwithagreementsofwhateverkind,concludedpursuantto
thesaidinstruments ;
(j)"competentauthority"means,inrespectofeachMemberStateandofTunisia/
Morocco/Algeria/Portugal,theMinister,Ministersorotherequivalentauthority
responsibleforsocialsecurityschemesthroughoutorinanypartoftheterri­
toryoftheStateinquestion;
(k)"institution"means,inrespectofeachMemberStateandofTunisia/Morocco/
Algeria/Portugal,theMinister,thebodyorauthorityresponsibleforadministering
allorpartofthelegislation ;
(l)"competentinstitution"means:
(i)theinstitutionoftheMemberStateorofTunisia/Morocco/Algeria/Portugal
withwhichthepersonconcernedisinsuredatthetimeoftheapplication
forbenefit,or
(ij.)theinstitutionfromwhichthepersonconcernedisentitledorwouldbe
entitledtobenefitsifheoramemberormembersofhisfamilywere
residentintheterritoryoftheMemberStateorofTunisia/Morocco/
Algeria/Portugalinwhichtheinstitutionissituated,or
(iii)theinstitutiondesignatedbythecompetentauthorityoftheMemberState
concernedorofTunisia/Morocco/Algeria/Portugal,
(iv)inthecaseofaschemerelatingtoanemployer'sliabilityinrespectof
thebenefitssetoutinArticle4(1)♦eithertheemployerortheinsurer
involvedor,indefaulttheretif,abodyorauthoritydesignatedbythe
competentauthorityoftheMemberStateconcernedorofTunisia/Morocco/
Algeria/Portugal;
(m)"institutionoftheplaceofresidence"and"institutionoftheplaceofstay"
meanrespectively theinstitution whichiscompetenttoprovidebenefitsinthe
placewherethepersonconcernedresidesandtheinstitution whichiscompetent
toprovidebenefitsintheplacewherethepersonconcernedisstaying,under
thelegislationadministered bythatinstitutionor,wherenosuchinstitution
exists,theinstitutiondesignatedbythecompetentauthorityoftheMemberState
inquestionorofTunisia/Morocco/Algeria/Portugal;

-4-
(n)"competentState"meanstheMemberStateinwhoseterritorythecompetent
institutionissituated;
(o)"insuranceperiods"meanscontributionperiodsorperiodsofemploymentas
definedorrecognizedasinsuranceperiods bythelegislation underwhich
theywerecompletedorconsideredascompleted,andallperiodstreated
assuch,wheretheyareregardedbythesaidlegislation asequivalentto
insuranceperiods;
(p)"periodsofemployment"meansperiodsdefinedorrecognizedassuchbythe
legislationunderwhichtheywerecompleted,andallperiodstreatedas
suchwheretheyareregardedbythesaidlegislationasequivalentto
periodsofemployment;
(q)"periodsofresidence"meansperiodsofresidenceasdefinedorrecognized
assuchbythelegislation underwhichtheywerecompletedoraredeemedto
havebeencompleted;
(r)"benefits"and"pensions"meanallbenefitsandpensions,includingall
elementsthereofpayableoutofpublicfunds,revalorization increasesand
supplementary albwances,subjecttotheprovisionsofTitleIIofPartII,asalso
lump-sumbenefitswhichmaybepaidinlieuofpensions,andpaymentsmade
bywayofreimbursement ofcontributions ;
(s)(i)"familybenefits"meansallbenefitsinkindorincashintendedtomeet
familyexpensesunderthelegislationprovidedforinArticle4(l)(h),
excludingthespecialchildbirthallowancesmentionedinAnnexI;
(ii)"familyallowances"meansperiodicalcashbenefitsgrantedexclusively
byreferencetothenumberand,whereappropriate,theageofmembers
ofthefamily;
(t)"deathgrants"meansanyance-foj>-allpaymentintheeventofdeath,exclusive
ofthelump-sumbenefitsreferredtoinsubparagraph (r);

-5-
(u)"RegulationNo1408/71"means,for"thepurposesofthisDecision,Regulation
(EEC)No1408/71ontheapplicationofsocialsecurityschemestoemployed
personsandtheirfamiliesmovingwithintheCommunity.
Article2
Personscovered
ThisDecisionshallapply
(a)toworkersofTunisian/Moroccan/Algerian/Portuguesenationality whoareor
havebeensubjecttothelegislationofoneormoreMemberStates,asalso
tothemembersoftheirfamiliesresidingwithintheterritoryofaMember
Stateandtheirsurvivors;
(b)toworkerswhoarenationalsofaMemberStatewhoareorhavebeensubject
toTunisian/Moroccan/Algerian/Portugueselegislationasalsothemembersof
theirfamiliesresidinginTunisia/toorocco/Algeria/Portugalandtheir
survivors.
Article3
Equalityoftreatment
1.SubjecttothespecialprovisionsofthisDecision,personswhoareTunisian/
Moroccan/Algerian/PortuguesenationalstowhomthisDecisionappliesandwho
areresidentintheterritoryofoneoftheMemberStatesshallbesubjectto
thesameobligations andenjoythesamebenefitsunderthelegislationofany
MemberStateasthenationalsofthatState.
2.SubjecttothespecialprovisionsofthisDecision,nationalsofaMemberState
towhomtheprovisionsofthisDecisionapplywhoareresidentinTunisia/
Morocco/Algeria/Portugalshallbesubjecttothesameobligationsandenjoy
thesamebenefitsunderTunisian/faoroccan/Algerian/Portugueselegislationas
thenationalsofthatState.

-6-
3.Theprovisionofparagraphs 1and2shallapplytotherighttoelectmembers
oftheorgansofsooialsecurityinstitutions ortoparticipate intheir
nomination,butshallnotaffectthelegislativeprovisionsofanyMember
StateorofTunisia/Morocco/Algeria/Portugalrelatingtoeligibilityor
methodsofnomination .
Article4
Matterscovered
1.Takingintoaccountofthespecialprovisionscontainedherein,thisDecision
shallapplytoalllegislation concerningthefollowingbranchesofsocial
security:
(a)sicknessandmaternitybenefits;
(b)invaliditybenefits,includingthoseintendedfor
themaintenance orimprovementorearningcapacity;
(c)old-agebenefits;
(d)survivors'benefits;
(e)benefitsinrespectofaccidentsatworkandoccupationaldiseases;
(f)deathgrants;
(g)unemploymentbenefits;
(h)familybenefits.
2.ThisDecisionshallapllytoallgeneralandspecialsocialsecurityschemes,
whethercontributory ornon-contributory ,andtoschemesconcerningtheliability
ofanemployerorshipownerinrespectofthebenefitsreferredtoinparagraph1.
3.TheprovisionsofTitleIIofPartIIshallnot,however,affectthelegislative
provisionsofanyMemberStateorofTunisia/faorocco/Algeria/Portugalconcerning
ashipowner'sliability.

-7-
4.ThisDecisionshallnotapplytosocialand.medicalassistanceortobenefit
schemesforvictimsofwaranditsconsequences .
Article5
Declarations oftheContractingPartiesonthescopeof
thisDécision
TheMemberStatesandTimisia/Morooco/Algeria/Portugalshallspecifythe
legislationandschemesreferred,toinArticle4(l)and(2)andthebenefits
referredtoinArticles70and71indeclarations tobenotifiedandpublished
inaccordancewithArticle8d»
Artide6(EEC-Tunisia/Morocco/Algeriaversion)
Socialsecurityconventions concludedbetweentwoormore
MemberStates
SocialsecurityconventionslistedinAnnexIIasbindingtwoormoreMember
StatesexclusivelyshallapplytoallpersonstowhomthisDecisionapplies.
Article6(EEC-Portugalversion)
Relationship betweenthisDecisionandsocialsecurityconventions
bindingtwoormoreMemberStatesexclusively
1.Subjecttotheprovisionsofparagraph2,thisDecisionshall,asregards
thepersonsandmatterswhichitcovers,replaceanysocialsecurity
conventionexclusivelybindingtwoormoreMemberStates.
2.Theprovisionsofthesocialsecurityconventionsreferredtoinparagraph1
shallremainapplicableandallthepersonscoveredbythisDecisionshall
becoveredbythem,insofarastheyarelistedinAnnexII.

-8-
Article7
Effectofcompulsoryinsuranceonreimbursement ofcontributions
Whereunderthelegislation ofaMemberStatereimbursement ofcontributions
isconditional uponthepersonconcernedhavingceasedtobesubjectto
compulsoryinsurance,thisconditionshallnotbeconsideredsatisfiedas
longasthepersonconcernedissubjecttocompulsoryinsuranceasaworker
underthelegislation ofanotherMemberState.
Article8
Waivingofresidenceclauses
1.SaveasotherwiseprovidedinthisDecision,invalidity,old-ageor
survivors'cashbenefits,pensionsforaccidentsatworkoroccupational
diseasesacquiredunderthelegislation ofoneormoreMemberStatesshall
notbesubjecttoanyreduction,modification ,suspension,withdrawalor
confiscation byreasonofthefactthattherecipientresidesintheterri­
toryofaMemberStateotherthanthatinwhichtheinstitutionresponsible
forpaymentissituated.
Theprovisionsoftheprecedingsubparagraph shallalsoapplytolump-sum
benefitsgrantedincasesofremarriageofasurvivingspousewhowasentitled
toasurvivor'spension.
2.Theprovisionsofparagraph1shallapplysaveasregardsinvaliditybenefits
otherthanthoseprovidedinthecaseofanaccidentatworkoranoccupational
disease,tobenefitsacquiredunderthelegislationofoneormoreMember
States,ifthebeneficiaryisaTunisian/faoroccan/Algerian/Portuguesenational
residentinTunisia/faorocco/Algeria/Portugal,andtobenefitsacquiredunder
Tunisian/teoroccan/Algerian/Portugueselegislation,ifthebeneficiaryisa
nationalofaMemberStateresidentwithintheterritoryofthatStateorof
anyotherMemberState.

-9-
Article9
Revalorization ofbenefits
SubjecttotherestrictionslaiddowninAnnexV,rulesforrevalorization
providedforbythelegislationofaMemberStateorofTunisia/Morocco/
Algeria/Portugalshallapplytobenefitsdueunderthatlegislationbyvirtue
oftheprovisionsofthisDecision.
Article10
Reventionofoverlapping ofbenefits
1.ThisDecisioncanneitherconfernormaintaintherighttoseveralbenefits
ofthesamekindforoneandthesameperiodofcompulsoryinsurance.
However,thisprovisionshallnotapplytobenefitsinrespectofinvalidity,
oldageordeath(pensions)whichareawardedbytheinstitutionsoftwoor
moreMemberStates,inaccordancewithArticles39,4l(2)and(3)144»48,
59(1)00.
2.ThelegislativeprovisionsofaMemberStateforreduction,suspensionor
withdrawalofbenefitincasesofoverlapping ofasocialsecuritybenefit
withothersocialsecuritybenefitsorotherincomemaybeinvokedasregards:
(a)benefitsacquiredunderthelegislationofanotherMemberStateorof
Tunisia/Morocco/Algeria/Portugal;
(b)incomeearnedwithintheterritoryofanotherMemberStateorofTunisia/
Morocco/Algeria/Portugal.
3.ThelegislativeprovisionsofTunisia/Morocco/Algeria/Portugalforreduction,
suspensionorwithdrawalofbenefitincasesofoverlapping ofasocial
securitybenefitwithothersocialsecuritybenefitsorotherincomemay
alsobeinvokedasregards:

-10-
,under"thelegislationofoneormoreMemberStates;
...;vithin "theterritoryofoneorseveralMemberStates.
......„iparagraph2shallnotapply,however,wheretheperson
xvingbenefitsofthesamekindinrespectofinvalidity,
..,..i.-:(weusions)thathavebeenawarded
t.oiioHuoftwoormoreMemberStatesinaccordancewiththe
to:'.ltides44,48or59(l)(b)ofthisDecision,or
...5o..csn/Algerian/Portugueseinstitutioninaccordancewith
■\ofasocialsecurityconventionconcludedbetweenTunisia/
-.cUi/Por-ugalandaMemberState.
>■.M,,vo-,nsionsofaMemberStateforreduction,suspensionor
,.f>n.\fjtinthecaseofapersoninreceiptofinvalidity
--irxp:toryold-agebenefitspursuingaprofessionalortrade
i.-dinwV.odagainstsuchpersoneventhoughheispursuinghis
•I;.t.-?rT.\toryofanotherMemberStateorofTunisia/Morocco/
itboprovisionsofthisArticle,theinstitutionsconcerned
-irelevantinformation uponrequest.

PARTII-PROVISIONS CONCERNING
THEAPPLICATION OFSOCIALSECURITY SCHEMESOFTHEMEMBERSTATES
TOTUNISIAN/MOROCCAN/ALGERIAN/PORTUGUESE WORKERSANDMEMBERSOF
THEIRFAMILIES
TITLEI:DETERMINATION OFTHELEGISLATION APPLICABLE
Article11
Generalríales
1.AworkertowhomthisDecisionappliesshallhesubjecttothelegislation
ofasingleMemberStateonly.Thatlegislationshallbedeterminedin
accordancewiththeprovmonsofthisTitle.
2.SubjecttotheprovisionsofArticles12to14s
(a)aworkeremployedintheterritoryofoneMemberStateshallbesubject
tothelegislation ofthatStateevenifheresidesintheterritoryof
anotherMemberStateoriftheregisteredofficeorplaceofbusiness
oftheundertaking orindividualemployinghimissituatedinthe
territoryofanotherMemberState;
(b)aworkeremployedonboardavesselflyingtheflagofaMemberState
shallbesubjecttothelegislation ofthatState.
Article12
Spécialrules
1.Articlell(2)(a)shallapplysubjecttothefollowingexceptionsorcircumstances
(a)(i)AworkeremployedintheterritoryofaMemberStatebyanundertaking
towhichheisnormallyattachedwhoispostedbythatundertakingto
theterritoryofanotherMemberStatetoperformworkthereforthat
undertakingshallcontinuetobesubjecttothelegislationofthefirst
MemberState,providedthattheanticipateddurationofthatworkdoes
notexceedtwelvemonthsandthat,heisnotsenttoreplaceanother
workerwhohascompletedhistermofposting;
(ii)ifthedurationoftheworictobedoneextendsbeyondtheduration
originallyanticipated ,owingtounforeseeable circumstances ,and
exceedstwelvemonths,thelegislation ofthefirstStateshall
continuetoapplyuntilthecompletionofsuchwork,providedthat
thecompetentauthorityoftheStateinwhoseterritorytheworker
ispostedorthebodydesignatedbythatauthoritygivesitsconsent;

-12-
suchconsentmustberequestedbeforetheendoftheinitialtwelve­
monthperiod.Suchconsentcannot,however,begivenforaperiod
exceedingtwelvemonths}
(b)aworkeremployedininternational transportintheterritoryoftwoor
moreMemberStatesasamemberoftravellingorflyingpersonnelandwho
isworkingforanundertaking which,forhireorrewardoronitsown
account,operatestransportservicesforpassengersorgoodsbyrail,
road,airorinlandwaterwayandhasitsregisteredofficeorplaceof
businessintheterritoryofaMemberState,shallbesubjecttothe
legislationofthelatterState,withthefollowingrestrictions :
(i)wherethesaidundertakinghasabranchorpermanentrepresentation
intheterritoryofaMemberStateotherthanthatinwhichithas
itsregisteredofficeorplaceofbusiness,aworkeremployedby
suchbranchoragencyshallbesubjecttothelegislation ofthe
MemberStateinwhoseterritorysuchbranchorpermanentrepresents
tionissituated }
(ii)whereaworkerisemployedprincipallyintheterritoryoftheMember
Stateinwhichheresides,heshallbesubjecttothelegislation of
thatState,eveniftheundertaking whichemployshimhasnoregistered
officeorplaceofbusinessorbranchorpermanentrepresentation in
thatterritory }
(c)aworker,otherthanoneemployedininternational transport,whonormally
pursueshisactivityintheterritoryoftwoormoreMemberStatesshallbe
subject:
(i)tothelegislationoftheMemberStateinwhoseterritoryheresides,
ifhepursueshisactivitypartlyinthatterritoryorifheis
attachedtoseveralundertakings orseveralemployerswhohavetheir
registeredofficesorplacesofbusinessintheterritoryofdifferent
MemberStates}
(ii)tothelegislationoftheMemberStateinwhoseterritoryissituated
theregisteredofficeorplaceofbusinessoftheundertakingor
individualemployinghim,ifhedoesnotresideintheterritory
ofanyoftheMemberStateswhereheispursuinghisactivity }
(d)aworkerwhoisemployedintheterritoryofoneMemberStatebyanunder­
takingwhichhasitsregisteredofficeorplaceofbusinessintheterritory
ofanotherMemberStateandwhichstraddlesthecommonfrontierofthese
StatesshallbesubjecttothelegislationoftheMemberStateinwhose
territorytheundertakinghasitsregisteredofficeorplaceofbusiness.

-13-
2.Article12(2)("b)shallapplysubjecttothefollowingexceptionsand
circumstances :
(a)aworkeremployed "byanundertakingtowhichheisnormally
attached,eitherintheterritoryofaMemberStateoronboard
avesselflyingtheflagofaMemberState,whoispostedbythat
undertaking onboardavesselflyingtheflagofanotherMember
Statetoperformworkthereforthatundertakingshall,subject
totheconditionsprovidedinparagraphl(a),continuetobesubject
tothelegislationofthefirstMemberState;
(b)aworkerwho,whilenotbeinghabituallyemployedatsea,isemployed
intheterritorial watersorinapartofaMemberStateonavessel
flyingtheflagofanotherMemberState,butisnotamemberofthe
crew,shallbesubjecttothelegislationofthefirstStatej
(c)aworkeremployedonboardavesselflyingtheflagofaMemberState
andremuneratedforsuchemploymentbyanundertaking oraperson
whoseregisteredofficeorplaceofbusinessisintheterritoryof
anotherMemberStateshallbesubjecttothelegislation ofthelatter
Stateifhe.isresidentintheterritoryofthatState,theundertaking
orpersonpayingtheremuneration shallbeconsideredastheemployer
forthepurposesofthesaidlegislation .
3.Theprovisionofthelegislation ofaMemberStateunderwhichapensioner
whoispursuingaprofessional ortradeactivityisnotsubjecttocompulsory
insuranceinrespectofsuchactivityshallalsoapplytoapensionerwhose
pensionwasacquiredunderthelegislationofanotherMemberState,unless
thepersonconcernedexpresslyaskstobesosubjectbyapplyingtothe
institutiondesignatedbythecompetentauthorityofthefirstMemberState.
Article13
Rulesconcerningvoluntaryinsuranceoroptionalcontinuedinsurance
1.TheprovisionsofArticles11and12shallnotapplytovoluntaryinsurance
ortooptionalcontinuedinsuranceunlessinrespectofoneofthesectors
referredtoinArticle4thereexistsinanyMemberStateonlyavoluntary
schemeofinsurance.
2.Whereapplication ofthelegislations oftwoormoreMemberStatesentails
overlapping ofinsurance:

-14-
-underacompulsoryinsuranceschemeandoneormorevoluntaryoroptional
continuedinsuranceschemes,thepersonconcernedshallbesubjectex­
clusivelytothecompulsoryinsuranceschemes}
-undertwoormorevoluntaryoroptionalcontinuedinsuranceschemes,the
personconcernedmayjoinonlythevoluntaryoroptionalcontinuedinsurance
schemeforwhichhehasopted.
3.However,inrespectofinvalidity,oldageanddeath(pensions),theperson
concernedmayjointhevoluntaryoroptionalcontinuedinsuranceschemeof
aMemberState,evenifheiscompulsorily subjecttothelegislationof
anotherMemberState,totheextentthatsuchoverlappingisexplicitlyor
implicitlyadmittedinthefirstMemberState.
Article14
ExceptionstotheprovisionsofArticles11to13
TwoormoreMemberStatesorthecompetentauthorities oftheseStatesmay,by
commonagreement,provideforexceptionstotheprovisionsofArticles11to
13intheinterestofcertainworkersorcategoriesofworkers.

-15-
TITLE II-SSPECIAL PROVISION S
CHAPTER 1
SICKNESS ANDMATERNITY
Section 1
Common provisions
Article 15
Aggregation ofinsurance periods orperiods ofemployment ,orr-
1.Thecompetent institution ofaMember State whose Ig-jt l: 1n
acquisition ,retention orrecovery oftheright tob;-.iu;i■
upon thecompletion ofinsurance periods orperiods cic
residence shall ,totheextent necessary ,take accovmi oC
periods orperiods ofemployment orresidence corap'iot <••••!v-i
legislation ofanyother Member State asifthey were jivr ."
under thelegislation which itadministers .
2.Theprovisions ofparagraph 1shall apply toseasonal
respect ofperiods prior toanybreak ininsurance cxc--cli' : ■iv •
allowed bythelegislation ofthecompetent State ,provi**' 1 " '
theworker concerned hasnotceased toDeinsured for a.i
four months .
Section 2
Workers andmembers of *their familie -.."
Article 16
Residence inaMember State other than thecompetent State -f;.;.
1.Aworker residing intheterritory ofaMember State o+uor ■ 1 :
competent State ,whosatisfies theconditions ofthele/a-sl
competent State forentitlement tobenefits ,,taking aoco^nft
oftheprovisions ofArticle 15»shall receive inthe uJ i*.
resident :
(a)benefits inkind provided onbehalf ofthecompetent i*r».
institution oftheplace ofresidence inaccoraeaee v. .
administered bythat institution asthough hewere ^

-16-
(b)cashbenefitsprovidedbythecompetentinstitutioninaccordancewith
thelegislation whichitadministers .However,byagreementbetweenthe
competentinstitution andtheinstitutionoftheplaceofresidence,
suchbenefitsmaybeprovidedbythelatterinstitution onbehalfof
theformer,inaccordancewiththelegislationofthecompetentState.
2.Theprovisionsofparagraph1shallapplybyanalogytomembersofthe
familypermanentlyresidentintheterritoryofaMemberStateotherthan
theoneresponsible ,insofarastheyarenotentitledtosuchbenefits
underthelegislationoftheStateintheterritoryofwhichtheyare
permanentlyresident.
WherethemembersofthefamilyresideintheterritoryofaMemberState
underwhoselegislationtherighttoreceivebenefitsinkindisnotsubject
toconditionsofinsuranceoremployment,benefitsinkindwhichtheyreceive
shallbeconsideredasbeingonbehalfoftheinstitution withwhichthe
workerisinsured,unlessthespouseorthepersonlookingafterthechildren
exercisesaprofessional ortradeactivityintheterritoryofthesaidMember
State.
Article17
Frontierworkersandmembersoftheirfamilies-Specialprovisions
Afrontierworkermayalsobtainbenefitsintheterritoryoftheresponsible
State,Suchbenefitsshallbeissuedbytheresponsibleinstitutioninaccordance
withthelegislationofthatState,asthoughtheworkerwerepermanentlyresident
init.Membersofhisfamilymayreceivebenefitsunderthesameconditions ;
however,receiptofsuchbenefitsshall,exceptinanemergency,beconditional
uponanagreementbetweentheStatesconcernedorbetweentheresponsibleauthorities
ofthoseStatesor,initsabsence,onpriorauthorization bytheresponsible
institution .
Article18
StayinortransferofresidencetothecompetentState
1.TheworkerreferredtoinArticlel6(l)whoisstayingintheterritoryofthe
competentStateshallreceivebenefitsinaccordancewiththeprovisionsofthe
legislationofthatStateasthoughhewereresidentthere,evenifhehas
alreadyreceivedbenefitsforthesamecaseofsicknessormaternitybefore
hisstay.

-17-
2.Paragraph 1shall apply byanalogy tothemembers ofthefamily referred to
inArticle 16(2 ).
However ,where thelatter reside intheterritory ofaMember State other
than theone inwhose territory theworker resides ,benefits inkind shall
beprovided bytheinstitution oftheplace ofstay onbehalf oftheinst­
itution oftheplace ofresidence ofthepersons concerned .
3.Paragraphs 1and2shall notapply tofrontier workers andthemembers of
their families .
4.Aworker andmembers ofhisfamily referred toinArticle 16whotransfer
their residence totheterritory ofthecompetent State shall receive
benefits inaccordance with theprovisions ofthelegislation ofthat
State even ifthey have already received benefits forthe same case of
sickness ormaternity before transferring their residence .
Article 19
Stay outside thecompetent State -Return toortransfer ofresidence toanother
Member State during sickness ormaternity -Need togotoanother Member State
inorder toreceive appropriate treatment .
1.Aworker who satisfies theconditions ofthelegislation ofthecompetent
State forentitlement tobenefits ,taking account where appropriate ofthe
provisions ofArticle 15,and :
(a)whose condition necessitates immediate benefits during astay inthe
territory ofanother Member State ,or
(b)who ,having become entitled tobenefits chargeable tothecompetent
institution ,isauthorized bythat institution toreturn totheterritory
oftheMember State where heresides ,ortotransfer hisresidence to
theterritory ofanother Member State ,or
(c)whoisauthorized bythecompetent institution togototheterritory of
another Member State toreceive there thetreatment appropriate tohis
condition ,shall beentitled :
(i)tobenefits inkind provided onbehalf ofthecompetent institution
bytheinstitution oftheplace ofstay orresidence inaccordance
with thelegislation which itadministers ,asthough hewere insured
with it;thelength oftheperiod during which benefits areprovided
shall begoverned however bythelegislation ofthecompetent Statej

-18-
(ii)tocashbenefitsprovidedbythecompetentinstitutionin
accordancewiththelegislation whichitadministers .However,
byagreementbetweenthecompetentinstitution andtheinstit­
utionoftheplaceofstayorresidence,suchbenefitsmaybe
providedbythelatterinstitution onbehalfoftheformer,in
accordancewiththelegislation ofthecompetentState.
2.Theauthorization requiredunderparagraphl(b)mayberefusedonlyof
itisestablishedthatmovementofthepersonconcernedwouldbeprejudicial
tohisstateofhealthorthereceiptofmedicaltreatment.
Theauthorization requiredunderparagraphl(c)maynotberefusedwherethe
treatmentinquestioncannotbeprovidedforthepersonconcernedwithinthe
territoryoftheMemberStateinwhichheresides.
3.Theprovisionsofparagraphs 1and2shallapplybyanalogytomembersofa
worker'sfamily.
However,forthepurposeofapplyingparagraphl(a)(i)and(o)(i)tothe
membersofthefamilyreferredtoinArticle16(2)whoresideintheterritory
ofaMemberStateotherthantheoneinwhoseterritorytheworkerresides:
(a)benefitsinkindshallbeprovidedonbehalfoftheinstitutionofthe
MemberStateinwhoseterritorythemembersofthefamilyareresiding
bytheinstitution oftheplaceofstayinaccordancewiththeprovisions
ofthelegislation whichitadministers asiftheworkerwereinsuredthere.
Theperiodduringwhichbenefitsareprovidedshall,however,bethatlaid
downunderthelegislation oftheMemberStateinwhoseterritorythe
membersofthefamilyareresiding;
(b)theauthorization requiredunderparagraphl(c)shallbeissuedbythe
institution oftheMemberStateinwhoseterritorythemembersofthe
familyareresiding.
Article20
Calculation ofcashbenefits
1.ThecompetentinstitutionofaMemberStatewhoselegislationprovidesthat
thecalculation ofcashbenefitsshallbebasedonanaveragewageorsalary,
shalldeterminethataveragewageorsalaryexclusively byreferencetowages
orsalariesconfirmedashavingbeenpaidduringtheperiodscompletedunder
thesaidlegislatbn .

-19-
2.Thecompetentinstitution ofaMemberStatewhoselegislationprovides
thatthecalculation ofcashbenefitsshallbebasedonastandardwage
orsalary,shalltakeaccountexclusivelyofthestandardwageorsalary
or,whereappropriate ,oftheaverageofthestandardwagesorsalaries
fortheperiodscompletedunderthesaidlegislation .
3.ThecompetentinstitutionofaMemberStateunderwhoselegislationthe
amountofcashbenefitsvarieswiththenumberofmembersofthefamily,
shallalsotakeintoaccountthemembersofthefamilyoftheperson
concernedwhoareresidentintheterritoryofanotherMemberStateasif
theywereresidentintheterritoryofthecompetentState.
Article21
Substantial benefitsinkind
1.Wheretherightofaworkeroramemberofhisfamilytoaprosthesis ,a
majorapplianceorothersubstantialbenefitsinkindhasbeenrecognized
bytheinstitution ofaMemberStatebeforehebecomesinsuredwiththe
institutionofanotherMemberState,thesaidworkershallreceivesuch
benefitsattheexpenseofthefirstinstitution ,eveniftheyaregranted
afterhebecomesinsuredwiththesecondinstitution .
2.Thelistofbenefits "towhichtheprovisionsofparagraph1applyshallbe
thatdrawnupbytheAdministrative Commission onSocialSecurityforMigrant
WorkersreferredtoinArticle80ofRegulationNo1408/71anddefinedin
Articlel(u)ofthisDecision.
Section3
Unemployedpersonsandmembersoftheirfamilies
Article22
1.TheprovisionsofArticle16shallapplybyanalogytototallyunemployed
frontierworkerssatisfyingtheconditionsofthelegislationofthecompetent
Stateforentitlementtosicknessinsurancebenefits,asalsotomembersof
theirfamilies.
2.Whereanunemployedpersonotherthanthosereferredtoinparagraph1satisfiei
theconditionslaiddownbythelegislationoftheMemberStateresponsiblefor
thecostofunemployment benefitsforentitlementtosicknessandmaternity
benefits,talcingaccountwherenecessaryoftheprovisionsofArticle15,the
membersofhisfamilyshallreceivethesebenefits,whichevertheMemberState
onwhoseterritorytheyarepermanentlyortemporarilyresident.Suchbenefits
shallbeissued:

-20-
(i)withregard,tobenefitsinkind,bytheinstitutionoftheplaceof
permanentortemporaryresidenceinaccordancewiththelegislation
whichitapplies,onbehalfoftheresponsibleinstitution ofthe
MemberStatewhichistobearthecostofunemployment benefit;
(ii)withregardtocashbenefits,bytheresponsibleinstitutionofthe
MemberStatewhichistobearthecostofunemployment benefit,under
theprovisionsofthelegislation whichitapplies.
Section4
Pensionclaimants andmembersoftheirfamilies
Article23
Righttobenefitsinkindincasesofcessationoftherighttobenefitsfrom
theinstitution whichwaslastcompetent
1.Aworker,membersofhisfamilyorhissurvivorswho,duringtheinvestigation
ofaclaim,ceasetobeentitledtobenefitsinkindunderthelegislation of
theMemberStatelastcompetent,shallnevertheless receivesuchbenefitsunder
thefollowingconditions :benefitsinkindshallbeprovidedinaccordance
withthelegislation oftheMemberStateinwhoseterritorythepersonor
personsconcernedreside,providedthattheyareentitledtosuchbenefits
underthatlegislation orwouldbeentitledtothemunderthelegislation of
anotherMemberStateiftheywereresidingintheterritoryofthatState,
takingaccountwhereappropriate oftheprovisionsofArticle15.
2.Apensionclaimantwhoisentitledtobenefitsinkindunderthelegislation
ofaMemberStatewhichobligesthepersonconcernedtopaysicknessinsurance
contributions himselfduringtheinvestigation ofhispensionclaimshallcease
tobeentitledtobenefitsinkindattheendofthesecondmonthforwhichhe
hasnotpaidthecontributions due.
3.Benefitsinkindprovidedpursuanttoparagraph1shallbechargeabletothe
institution whichhascollectedcontributions pursuanttoparagraph2;where
nocontributions arepayableunderparagraph2,theinstitutionresponsible
forthecostofthebenefitsinkindshall,afterawardingthepensionpursuant
toArticle25,refundtheamountofthebenefitsprovidedtotheinstitutionof
theplaceofresidence.

-21-
Section5
Pensioners andmembersoftheirfamilies
Article24
PensionspayableunderthelegislationofseveralMemberStateswherea
righttobenefitsisenjoyedinthecountryofresidence.
Apensionerwhoisentitledtodrawpensionstinderthelegislationoftwo
ormoreMemberStates,ofwhichoneisthatoftheMemberStateinwhose
territoryheresides,andwhoisentitledtobenefitsunderthelegislation
ofthelatterMemberState,takingaccountwhereappropriateoftheprovisions
ofArticle15andAnnexVshall,withthemembersofhisfamily,receivesuch
benefitsfromtheinstitutionoftheplaceofresidenceandattheexpenseof
thatinstitutionasthoughthepersonconcernedwereapensionerwhosepension
waspayablesolelyunderthelegislationofthelatterMemberState.
Article25
Pensionspayableunderthelegislation ofoneormoreStates,incaseswhere
entitlementtosuchbenefitsdoesnotexistinthecountryofpermanent
residence.
1.Theholderofpensionrightsunderthelegislation ofoneormoreMember
Stateswhoisnotentitledtobenefitsunderthelegislation oftheMember
Stateinwhoseterritoryheispermanentlyresidentshallnevertheless
receivesuchbenefitsforhimselfandformembersofhisfamily,insofar
ashewould,takingaccountwhereappropriateoftheprovisionsofArticle
15andAnnexV,beentitledtothosebenefitsunderthelegislationofthe
singleMemberStateoroneatleastoftheseveralMemberStatesresponsible
.inthepensionsfield,hadhebeenpermanentlyresidentintheterritoryof
theStateinquestion.Benefitsshallbeissuedunderthefollowing
conditions i
(a)benefitsinkindshallbeissuedohbehalfoftheinstitutionreferred
toinparagraph2bytheinstitutionoftheplaceofpermanentresidence
asthoughthepersonconcernedweretheholderofpensionrightsunder
thelegislationoftheStateonwhoseterritoryheispermanentlyresident
andwereentitledtosuchbenefits:

-22-
(b)cashbenefitsshallwereappropriatebeissuedbytheresponsible
institution determinedbytherulesofparagraph2,inaccordancewith
thelegislationappliedbyit.However,uponagreementbetweenthe
responsibleinstitution andtheinstitutionoftheplaceofpermanent
residence,suchbenefitsmaybeissuedbythelatterinstitution on
behalfoftheformer,inaccordancewiththelegislation oftheState
responsible .
2.Inthecasescoveredbyparagraph 1,thecostofbenefitsinkindshallbe
bornebytheinstitution determinedaccordingtothefollowingrules:
(a)wherethepensionerisentitledtothesaidbenefitsunderthelegislation
ofasingleMemberState,thecostshallbebomebythecompetentinstit­
utionofthatState;
(b)wherethepensionerisentitledtothesaidbenefitsunderthelegislations
oftwoormoreMemberStatesthecostthereofshallbebornebythecompe­
tentinstitution oftheMemberStatetowhoselegislation thepensionerhas
beensubjectforthelongestperiodoftime;shouldtheapplication ofthis
ruleresultinseveralinstitutions beingresponsibleforthecostof
benefitsthecostshallbebornebytheinstitutionadministering the
legislationtowhichthepensionerwaslastsubject.
Article26
Pensionspayabletinderthelegislation ofoneormoreoftheMemberStatesother
thanthecountryofresidencewherearighttobenefitsisenjoyedinthelatter
country.
Wherethepensionerentitledtoapensionunderthelegislation ofoneMember
State,orpensionsunderthelegislations oftwoormoreMemberStates,resides
intheterritoryofaMemberStateunderwhoselegislationtherighttoreceive
benefitsinkindisnotsubjecttoconditionsofinsuranceoremployment,noris
anypensionpayable,thecostofbenefitsinkindenjoyedbyhimandmembersof
hisfamilyshallbebornebytheinstitution ofoneoftheMemberStatescompetent
inrespectofpensions,determinedaccordingtotheruleslaiddowninArticle25
(2),totheextentthatthepensionerandmembersofhisfamilywouldhavebeen
entitledtosuchbenefitsunderthelegislation administered bythesaidinstit­
utioniftheyresidedintheterritoryoftheMemberStatewherethatinstitution
issituated.

„-23-
Article27
PermanentresidenceofmembersofthefamilyinaStateotherthantheone
inwhichthepensionerispermanentlyresident-Transferofpermanent
residencetotheStatewherethepensionerispermanentlyresident.
1.Membersofthefamilyoftheholderofpensionrightsunderthelegislation ^
ofoneormoreMemberStates,whoarepermanentlyresidentintheterritory
ofaMemberStateotherthantheoneinwhichthepensionerispermanently
resident,shallreceivebenefitsasthoughhewerepermanentlyresidentin
thesameterritoryasthemembersofhisfamily,insofarasheisentitled
tothesaidbenefitsunderthelegislationofaMemberState.Benefitsshall
beissuedunderthefollowingconditions t
(a)benefitsinkindshallbeissuedbytheinstitutionoftheplaceofpermanent
residenceofthemembersofthefamilyinaccordancewiththelegislation
appliedbythatinstitution ,thecostbeingbomebytheinstitutionof
thepensioner'splaceofresidence }
(b)cashbenefitsshallwhereappropriatebyissuedbytheresponsibleinstit­
utiondeterminedbytheprovisionsofArticle24orArticle25(2),in
accordancewiththelegislationappliedbyit.However,uponagreement
betweentheresponsibleinstitution andtheinstitution oftheplaceof
permanentresidenceofthemembersofthefamily,suchbenefitsmaybe
issuedbythelatterinstitution onbehalfoftheformer,inaccordance
withthelegislation oftheStateresponsible .
2.Membersofthefamilycoveredbyparagraph1whotransfertheirpermanent
residencetotheterritoryoftheMemberStatewherethepensionerresides,
shallreceive:
(a)benefitsinkindundertheprovisionsofthelegislationofthatState,
eveniftheyhavealreadyreceivedbenefitsforthesamecaseofsickness
ormaternitybeforetransferringtheirpermanentresidence;
(b)cashbenefitsissuedwhereappropriatebytheresponsibleinstitution
determinedbytheprovisionsofArticle24orofArticle25(2),inaccor­
dancewiththelegislationappliedbyit.However,uponagreementbetween
theresponsibleinstitution andtheinstitutionoftheplaceofpermanent
residenceofthepensioner,suchbenefitsmaybeissuedbythelatter
institution onbehalfoftheformer,inaccordancewiththelegislation
oftheStateresponsible.

-24-
Article28
Substantial benefitsinkind
TheprovisionsofArticle21shallapplybyanalogytopensioners .
Article29
Temporaryresidenceofthepensionerand/ormembersofhisfamilyinaState
otherthanthatinwhichtheyarepermanentlyresident.
Apensionerentitledtodrawapensionorpensionsunderthelegislation of
oneormoreMemberStateswhoisalsoentitledtobenefitsunderthelegislation
ofoneofthoseStatesshall,withmembersofhisfamily,whoarestayinginthe
territoryofaMemberStateotherthantheoneinwhichtheyreside,receive:
(a)benefitsinkindissuedbytheinstitutionoftheplaceoftemporaryresidence,
undertheprovisionsofthelegislationappliedbyit,thecostbeingbomeby
theinstitutionofthepensioner'splaceofpermanentresidence;:
(b)cashbenefitsissuedwhereappropriatebytheresponsibleinstitution,determ­
inedbytheprovisionsofArticle24orArticle25(2),inaccordancewiththe
legislationappliedbyit.However,followinganagreementbetweentherespon­
sibleinstitution andtheinstitutionoftheplaceoftemporaryresidence,
thesebenefitsmaybeissuedbythelatterinstitution onbehalfoftheformer,
inaccordancewiththelegislation oftheStateresponsible .
Article30
Specialprovisionsconcerningresponsibility forthecostofbenefitsprovidedfor
formerfrontierworkers,membersoftheirfamiliesortheirsurvivors.
Thecostofbenefitswithwhichapensionerwhoisaformerfrontierworkerorthe
survivorofafrontierworkerisprovidedunderArticle24,andthecostof
benefitswithwhichthemetabersofhisfamilyareprovidedunderArticle24
or29shall,wherethefrontierworkerwasworkingassuchforthethreemonths
immediatelyprecedingthedateonwhichthepensionbecamepayableonthedate
ofhisdeath,bedividedequallybetweentheinstitutionofthepensionei'splace
ofresidenceandthatwithwhichhewaslastinsured.

-25-
Article31
Contributions payablebypensioners
Theinstitutionresponsibleforpaymentofapension,andbelorg.ngtoaMember
Statewhoselegislationprovidesfordeductionsfrompensionsinrespectof
contributions forsicknessandmaternityshallbeauthorizedtomakesuch
deductionsfromthepensionpayablebysuchinstitution ,calculatedinaccor­
dancewiththelegislation concernedtotheextentthatthecostofthebenefits
underArticles24,25,26,27,29and30axetobebornebyaninstitutionof
thesaidMemberState.
Article32
Generalprovisions
TheprovisionsofArticles24to31shallnotapplytoapensionerortomembers
ofhisfamilywhoareentitledtobenefitsunderthelegislation ofaMember
Stateasaresultofpursuinganoccupational activity.Insuchacase,the
personconcernedshallbeconsideredasaworkerorasamemberofaworker's
familyforthepurposesofthisChapter.
Section6
Miscellaneous provisions
Article33
Schemeapplicablewherethereareanumberofschemesinthecountryofresidence
orstay-Previousillness-Maximumperiodduringwhichbenefitsaxegranted.
1.Wherethelegislationofthecountryofstayorresidencecontainsseveral
sicknessormaternityinsuranceschemes,theprovisionsapplicableunder
Articles16,l8(l),19,22,23,25(l),27(l)orArticle29shallbethose
oftheschemecoveringmanualworkersinthesteelindustry.Where,however,
thesaidlegislationincludesaspecialschemeforworkersinminesand
similarundertakings ,theprovisionsofsuchschemeshallapplytothat
categoryofworkersandmembersoftheirfamiliesprovidedtheinstitution
oftheplaceofstayorresidencetowhichapplicationismadeiscompetent
toadminister suchscheme.

-26-
2.WhereunderthelegislationofaMemberState,thegrantingofbenefitsis
conditional upontheoriginoftheillness,thatconditionshallapply-
neithertoworkersnortothemembersoftheirfamiliestowhomthis
Decisionapplies,regardlessoftheMemberStateinwhoseterritorythey
reside.
3.Wherethelegislation ofaMemberStatefixesamaximumperiodforthe
grantingofbenefits,theinstitution whichadministersthatlegislation
may,whereappropriate ,takeaccountoftheperiodduringwhichthe
benefitshavealreadybeenprovidedbytheinstitutionofanotherMember
Stateforthesamecaseofsicknessormaternity.
Section7
Reimbursement betweeninstitutions
Article34
1.WithoutprejudicetotheprovisionsofArticle30,benefitsinkindprovided
pursuanttothisChapterbytheinstitution ofoneMemberStateonbehalfof
theinstitution ofanotherMemberStateshallbefullyrefunded.
2.Thefundsreferredtoinparagraph 1shallbedeterminedandmadeinaccordance
withtheprocedureprovidedforbytheDecisionreferredtoinArticle85,
eitheronproductionofproofofactualexpenditure oronthebasisoflump-
sunpayments.
Inthelattercase,thelump-sumpaymentsshallbesuchastoensurethatthe
refundisascloseaspossibletoactualexpenditure .
3.TwoormoreMemberStates,orthecompetentauthorities ofthoseStates,may
provideforothermethodsofreimbursement ormaywaiveallreimbursement
betweeninstitutions undertheirjurisdiction .

-27-
CHAPTER2
INVALIDITY
Section1
Workerssubjectonlytolegislations tinderwhich
theamountofinvalidity "benefitsisindependent
ofthedurationofinsuranceperiods
Article35
Generalprovisions
1.Aworkerwhohasbeensuccessively oralternatelysubjecttothelegislations
oftwoormoreMemberStatesandwhohascompletedinsuranceperiodsexclusive­
lyunderlegislations accordingtowhichtheamountofinvaliditybenefitsis
independentofthedurationofinsuranceperiods,shallreceivebenefitsin
accordancewithArticle37*
2.AnnexIII,PartA,listslegislations ofthekindmentionedinparagraph1
whichareinforceintheterritoryofeachoftheMemberStatesconcerned.
Article3°
Aggregation ofinsuranceperiods
1.Thecompetentinstitution ofaMemberStatewhoselegislation makestheacqui­
sition,retentionorrecoveryoftherighttobenefitconditional uponthe
completionofinsuranceperiodsshalltakeaccount,totheextentnecessary,
ofinsuranceperiodscompletedunderthelegislation ofanyotherMemberStates,
asthoughtheyhadbeencompletedunderitsownlegislation .
2.Wherethelegislation ofaMemberStatemakesthegrantingofcertainbenefits
conditional upontheinsuranceperiodshavingbeencompletedinanoccupation
whichissubjecttoaspecialschemeor,whereappropriate ,inaspecific
employment,insuranceperiodscompleted .underthelegislations ofother
MemberStatesshallbetakenintoaccountforthegrantingofthesebenefits
onlyifcompletedunderacorresponding schemeor,failingthis,inthesame
occupationor,whereappropriate ,inthesameemployment.If,accounthaving
beentakenoftheperiodsthuscompleted,thepersonconcerneddoesnotsatisfy
theconditionsforreceiptofthesebenefits,theseperiodsshallbetakeninto
accountforthegrantingofthebenefitsunderthegeneralschemeor,failing
this,undertheschemeapplicabletomanualorclericalworkers,asappropriate .

-28-
Article37
Awardof"benefits
1.Theinstitution oftheMemberState,whoselegislation wasapplicableatthe
timewhenincapacityforworkfollowedbyinvalidityoccurred,shalldetermine,
inaccordancewiththatlegislation ,whetherthepersonconcernedsatisfiesthe
conditionsforentitlementtobenefits,takingaccountwhereappropriate ofthe
provisionsofArticle36.
2.Apersonwhosatisfiestheconditionsreferredtoinparagraph1shallobtain
thebenefitsexclusively fromthesaidinstitution ,inaccordancewiththe
legislation whichitadministers .
3.Apersonwhodoesnotsatisfytheconditionsreferredtoinparagraph 1shall
receivethebenefitstowhichheisstillentitledunderthelegislation of
anotherMemberState,takingaccountwhereappropriate oftheprovisionsof
Article36.
4.Ifthelegislationapplicableunderparagraph2or3providesthattheamount
ofthebenefitsshallbedeterminedtakingintoaccounttheexistenceof
membersofthefamilyotherthanthechildren,thecompetentinstitutionshall
alsotakeintoconsideration themembersofthefamilyofthepersonconcerned
whoareresidingintheterritoryofanotherMemberStateorofTunisia/Morocco/
Algeria/Portugal,asiftheywereresidingintheterritoryofthecompetent
State.
Section2
Workerssubjecteitherexclusivelytolegislations
accordingtowhichtheamountofinvaliditybenefit
dependsonthelengthofperiodsofinsuranceor
residencetothelegislations ofthistypeandof
thetypereferredtoinSection1.
Article38
Generalprovisions
1.Aworkerwhohasbeensuccessively oralternatelysubjecttothelegislations
oftwoormoreMemberStates,ofwhichatleastoneisnotofthetypereferred
toinArticle35(l)»shallreceivebenefitsundertheprovisionsofChapter3f
whichshallapplybyanalogy,takingintoaccounttheprovisionsofparagraph4«

-29-
2.However,aworkerwhosuffersincapacityforworkfollowedbyinvalidity
whilesubjecttoalegislationlistedinAnnexIII,PartA,shallreceive
benefitsinaccordancewithArticle35(l)ontwoconditions:
-thathesatisfiestheconditionsofthatlegislation orotjierlegislations
ofthesametype,takingaccountwhereappropriateoftheprovisionsof
Article36,butwithouthavingrecoursetoinsuranceperiodscompleted
underlegislations notlistedinAnnexIII,PartA,and
-thathedoesnotsatisfytheconditionsforentitlementtobenefitsunder
alegislationnotlistedinAnnexIII,PartA.
3.(a)Forthepurposeofdeterndrangthe righttobenefitsunderthelegislation
ofaMemberState,listedinAnnexIII,PartA,whichmakesthegranting
ofinvaliditybenefitsconditional uponthepersonconcernedduringa
specifiedperiodhavingreceivedcashsicknessbenefitorhavingbeen
incapableofwork,whereaworkerwhohasbeensubjecttothatlegislation
suffersincapacityforworkfollowedbyinvaliditywhilesubjecttothe
legislationofanotherMemberState,accountshall,withoutprejudiceto
Article35(l)»betakenof:
(i)anyperiodduringwhich,inrespectofthatincapacityforwork,he
has,underthelegislationofthesecondMemberState,receivedcash
sicknessbenefitsor,inlieuthereof,continuedtoreceivehiswage
orsalary,
(ii)anyperiodduringwhich,inrespectoftheinvaliditywhichfollowed
thatincapacityforwork,hehasreceivedinvaliditybenefitsunder
thelegislationofthesecondMemberState,
asifitwereaperiodduringwhichcashsicknessbenefitswerepaidto
himunderthelegislation ofthefirstMemberStateorduringwhichhewas
incapableofworkwithinthemeaningofthatlegislation .
(b)TherighttoinvaliditybenefitsunderthelegislationofthefirstMember
Stateshallbeacquiredeitheruponexpiryofthepreliminaryperiodof
compensation forsicknessasrequiredbythatlegislationoruponexpiry
ofthepreliminaryperiodofincapacityforworkasrequiredbythat
legislation ,andattheearliest:

-30-
(i)onthedayonwhichtherighttoinvaliditybenefitsisacquired
■underthelegislationofthesecondMemberState,or
(ii)onthedayfollowingthelastdayonwhichthepersonconcerned
isentitledtocashsicknessbenefitsunderthelegislationof
thesecondMemberState.
4.AdecisiontakenbyaninstitutionofaMemberStateconcerningthedegree
ofinvalidityofaclaimantshallbebindingontheinstitutionofany
otherMemberStateconcerned,providedthatthatconcordance betweenthe
legislations oftheseStatesonconditionsrelatingtothedegreeof
invalidityisacknowledged inAnnexIV.
Section3
Aggravation ofinvalidity
Article39
1.Thecaseofaggravation ofaninvalidityforwhichaworkerisreceiving
benefitsunderthelegislation ofasingleMemberState,thefollowing
provisionsshallapply:
(a)ifthepersonconcernedhasnotbeensubjecttothelegislationof
anotherMemberStatesincereceivingbenefits,thecompetentinstitution
ofthefirstStateshallbeboundtograntthebenefits,takingthe
aggravationintoaccount,inaccordancewiththelegislation whichit
administers ;
(b)ifthepersonconcernedhasbeensubjecttothelegislationofoneor
moreMemberStatessincereceivingbenefits,thebenefitsshallbe
grantedtohim,takingtheaggravationintoaccount,inaccordancewith
Article35(l)orArticle38(l)or(2)asappropriate ;
(c)ifthetotalamountofthebenefitorbenefitspayableundersubparagraph
(b)islowerthantheamountofthebenefitwhichthepersonconcerned
wasreceivingattheexpenseoftheinstitutionpreviouslyliablefor
payment,suchinstitutionshallbeboundtopayhimasupplementequal
tothedifference betweenthetwoamounts;
(d)if,inthecasereferredtoinsubparagraph (b),thepersonconcernedis
notentitledtobenefitsattheexpenseofaninstitution ofanother
MemberState,thecompetentinstitutionofthefirstStateshallbebound
tograntthebenefits,accordingtothelegislationofthatState,t&king
intoaccounttheaggravation and,whereappropriate ,theprovisionsof
Article36.

-31-
2.Incasesofaggravationofaninvalidityforwhichaworkerisreceiving
benefitsunderthelegislations oftwoormoreMemberStates,thebenefits
shallbegrantedtohim,takingtheaggravationintoaccount,inaccordance
withtheprovisionsofArticle38(l)•
Section4
Resumptionofprovisionsofbenefitsaftersuspension
orwithdrawal-Conversionofinvaliditybenefitsinto
old-agebenefits
Article40
Determination oftheinstitution responsiblefortheprovisionofbenefitswhere
provisionofinvaliditybenefitsisresumed.
1.Ifprovisionofbenefitsistoberesumedaftertheirsuspensionsuchprovision
shall,withoutprejudicetoArticle41»betheresponsibility oftheinstitution
orinstitutions whichwereresponsibleforprovisionofthebenefitsatthetime
oftheirsuspension.
2.If,afterwithdrawalofbenefits,theconditionofthepersonconcernedwarrants
thegrantingoffurtherbenefits,theyshallbegrantedinaccordancewiththe
provisionsofArticle35(l)Article38(l)or(2),asappropriate.
Article41
Conversionofinvaliditybenefitsintoold-agebenefits
1.Invaliditybenefitsshallbeconvertedintoold-agebenefits,whereappropriate ,
undertheconditionslaiddownbythelegislationorlegislations underwhich
theyweregranted,andinaccordancewiththeprovisionsofChapter3.
2.AnyinstitutionofaMemberStatewhichisresponsibleforprovidinginvalidity
benefitsshall,whereapersonreceivinginvaliditybenefitscan,byvirtueof
Article471establishaclaimtoold-agebenefitsunderthelegislation of
otherMemberStates,continuetoprovidesuchpersonwiththeinvaliditybenefits
towhichheisentitledunderthelegislation whichitadministersuntilthe
provisionsofparagraph1becomeapplicableasregardsthatinstitution .

-32-
3.However,ifinthecasereferredtoinparagraph2theinvaliditybenefits
havebeengrantedpursuanttoArticle37»"theinstitution remainingresponsible
forprovidingthosebenefitsmayapplyArticle47(l)(a)asiftherecipientof
thesaidbenefitssatisfiedtheconditionsofthelegislation oftheMember
Stateconcernedforentitlementtoold-agebenefits,bysubstituting forthe
theoreticalamountreferredtoinArticle44(l)(a)theamountoftheinvalidity
benefitsduefromthesaidinstitution .

-33-
CHAPTER 3
OLDAGEANDDEATH (PENSIONS )
Article 42
General provisions fortheaward ofbenefits when aworker hasbeen subject
tothelegislation oftwoormore Member States .
1.Therights tobenefits ofaworker whohasbeen subject tothelegislation
oftwoormore Member States ,orofhissurvivors ,shall bedetermined ,in
accordance with theprovisions ofthis Chapter .
2.Subject totheprovisions ofArticle 47»when aclaim fortheaward ofa
benefit islodged ,such award must bemade having regard toallthelegisl­
ations towhich theworker hasbeen subject .Exception shall bemade to
this rule iftheperson concerned expressly asks forpostponement ofthe
award ofold-age benefits towhich hewould beentitled under thelegislation
ofone ormore Member States .
Article 43
Recognition ofperiods ofinsurance orresidence completed under thelegislations
towhich aworker hasbeen subject ,fortheacquisition ,retention orrecovery
ofentitlement tobenefits .
1.Aninstitution ofaMember State whose legislation makes theacquisition ,
retention ofrecovery oftherights tobenefits conditional upon thecomple­
tion ofinsurance periods orperiods ofresidence shall take into account ,to
theextent necessary ,insurance periods orperiods ofresidence completed under
thelegislation ofanyMember State ,asthough they hadbeen completed under the
legislation which itadministers .
2.Where thelegislation ofaMember State makes thegranting ofcertain benefits
conditional upon theinsurance periods having been completed inanoccupation

-34-
subjecttoaspecialschemeor,whereappropriate ,inaspecificemployment,
periodscompletedunderthelegislations ofotherMemberStatesshallbetaken
intoaccountforthegrantingofsuchbenefitsonlyifcompletedundersucha
schemeor,failingthis,inthesameoccupationor,whereappropriate ,inthe
sameemployment .If,takingintoaccountperiodsthuscompleted,theperson
concerneddoesnotsatisfytheconditionsforreceiptofthesebenefits,those
periodsshallbetakenintoaccountforthegrantingofbenefitsunderthe
generalschemeor,failingthis,undertheschemeapplicabletomanualor
clericalworkers,asappropriate .
3.Wherethelegislation ofaMemberStatewhichmakesthegrantingofbenefits
conditional uponaworkerbeingsubjecttoitslegislationatthetimewhen
theriskmaterializes hasnorequirements astothelengthofinsuranceperiods
eitherforentitlementtoorcalculation ofbenefits,anyworkerwhoisno
longersubjecttothatlegislationshallforthepurposesofthisChapter,be
deemedtobestillsosubjectatthetimewhentheriskmaterializes ,ifat
thattimeheissubjecttothelegislation ofanotherMemberState.
Article44
Awardofbenefits
1.Withoutprejudicetotheprovisionsofparagraph2ofthisArticle,wherea
workerhasbeensubjecttothelegislation ofanyMemberStateandwherehe
satisfiestheconditionsforentitlementtobenefits,takingaccount,where
appropriate,oftheprovisionsofArticle43and/orArticle38(3),thecompetent
institution ofthatMemberStateshallapplythefollowingrules:
(a)theinstitutionshallcalculatethetheoreticalamountofbenefitthatthe
personconcernedcouldclaimifalltheinsuranceperiodsorperiodsof
residencecompleted -underthelegislation oftheMemberStatestowhich
theworkerhasbeensubjecthadbeencompletedintheStateinquestion
andunderthelegislation administered byitonthedatethebenefitis
awarded.If,voiderthatlegislation ,theamountofthebenefitsdoesnot
dependonthelengthoftheperiodscompletedthenthatamountshallbe
takenasthetheoretical amountreferredtointhissubparagraph .

-35-
(b)"theinstitutionshallthenestablishtheactualamountofthebenefit
onthebasisofthetheoretical amountreferredtointhepreceding
subparagraph ,proratawiththelengthoftheperiodsofinsurance
orresidencecompletedbeforetheoccurrenceoftheeventinsured
againstunderthelegislationappliedbyit,ascomparedwiththe
totallengthoftheperiodsofinsuranceandresidencecompleted
underthelegislations ofalltheMemberStatesconcernedbefore
theoccurrenceofthatevent;
(c)ifthetotallengthoftheperiodsofinsuranceandresidencecompleted
beforetheoccurrenceoftheeventinsuredagainstunderthelegislations
ofalltheMemberStatesconcernedislongerthanthemaximumperiodre­
quiredbythelegislation ofoneoftheseStatesforreceiptofthefull
benefit,theresponsibleinstitutionofthatStateshall,whenapplying
theprovisionsofthisparagraph,takeintoconsideration thismaximum
periodinsteadofthetotallengthoftheperiodscompleted;thismethod
ofcalculation mustnotresultinimposingonthatinstitutionthecost
ofabenefitgreaterthanthefullbenefitprovidedforbyitsownleg­
islation;
(d)theprocedurefortakingintoaccountoverlappingperiodswhenapplying
therulesofcalculationreferredtointhisparagraphshallbelaid
downintheDecisionreferredtoinArticle85.
2.However,theprovisionsofparagraph1shallnotapplytothebenefitslisted
inAnnexIII,PartB,inrespectofwhichtheconditionsforentitlementare
satisfiedwithouttheneedtoapplytheprovisionsofArticle38(3)orArticle
43,asthecasemaybe.Inthiscase,thecompetentinstitutionoftheMember
Stateconcernedshall,inaccordancewiththeprovisionsofthelegislation
itadministers ,determinetheamountofthebenefitproportionate tothetotal
lengthoftheperiodsofinsuranceorofresidencetobetakenintoaccount
underthatlegislation .
Article45
Additionalprovisionsforthecalculation ofbenefits
1.ForthecalculationofthetheoreticalamountreferredtoinArticle44(l)(a),
thefollowingrulesshallapply:

-36-
(a)where,underthelegislationofaMemberState,benefitsarecalculated
onthebasisofanaveragewageorsalary,anaveragecontribution ,an
averageincreaseorontheratiowhichexisted,duringtheinsurance
periods,betweentheclaimant'sgrosswageorsalaryandtheaverage
grosswageorsalaryofallinsuredpersonsotherthanapprentices ,such
averagefiguresorratiosshallbedeterminedbythecompetentinstitution
ofthatStatesolelyonthebasisoftheinsuranceperiodscompletedunder
thelegislation ofthesaidState,orthegrosswageorsalaryreceivedby
thepersonconcernedduringthoseperiodsonly;
(b)where,underthelegislationofaMemberState,benefitsarecalculated
onthebasisofthelevelofwagesorsalaries,contributions orincreases
incontributions ,theresponsibleinstitution ofthatStateshalldetermine
thewagesorsalaries,contributions andincreasestobetakenintoaccount
inrespectoftheperiodsofinsuranceorresidenceonthebasisofthe
averagewagesorsalaries,contributions andincreasesrecordedinrespect
oftheinsuranceperiodscompletedunderitsownlegislation ;
(c)where,underthelegislationofaMemberState,benefitsarecalculatedon
thebasisofwagesorsalariesoroflump-sumpayments,theresponsible
institutions ofthatStateshallconsiderthewagesorsalariesorlump-sum
paymentstobetakenintoaccountinrespectofperiodsofinsuranceor
residencecompletedunderthelegislations ofotherMemberStatesasequal
tothewagesorsalariesoflump-sumpaymentsor,whereappropriate ,tothe
averageofthewagesorsalariesorlump–sumpaymentscorresponding tothe
insuranceperiodscompletedunderitsownlegislation ;
(d)where,underthelegislationofaMemberState,benefitsarecalculatedfor
someperiodsonthebasisoftheamountofwagesorsalaries,andforother
periodsonthebasisofwages,salariesorlump-sumpayments,theresponsible
institution ofthatStateshall,inrespectofperiodsofinsuranceor
residencecompletedunderthelegislations ofotherMemberStates,take
intoaccountthewages,salariesorlump-sumpaymentsdeterminedinaccor­
dancewiththeprovisionsof(b)or(c)aboveor,asappropriate ,the
averageofsuchwages,salariesorlump-sumpayments;ifbenefitsare
calculated onthebasisofwages,salariesorlump-sumpaymentsforall
periodscompletedunderitsownlegislation ,theresponsibleinstitution
shallconsiderthewagesorsalariestobetakenintoaccountinrespect
oftheperiodsofinsuranceorresidencecompletedunderthelegislations
ofotherMemberStatesasbeingequaltothenotionalwagesorsalaries
corresponding tosuchwages,salariesorlump-sumpayments.-

-37-
2.ThelegislativeprovisionsofaMemberStateconcerningthereassessment
ofthefactorstakenintoaccountforthecalculation ofbenefitsshall
apply,asnecessary,tothefactorstobetakenintoaccountbytheresp­
onsibleinstitution ofthatState,inaccordancewiththeprovisionsof
paragraph1,inrespectoftheperiodsofinsuranceorresidencecompleted
underthelegislation ofotherMemberStates.
3.If,underthelegislationofaMemberState,theamountofbenefitsis
determinedtakingintoaccounttheexistenceofmembersofthefamilyother
thanchildren,thecompetentinstitutionofthatStateshallalsotakeinto
consideration themembersofthefamilyofthepersonconcernedwhoare
residingintheterritoryofanotherMemberStateasiftheywereresiding
intheterritoryofthecompetentState.
ArticleA6
Periodsofinsuranceorofresidenceoflessthanayear
1.Notwithstanding theprovisionsofArticle44(l),if"thetotallengthofthe
periodsofinsuranceorresidencecompletedunderthelegislation ofaMember
Statedoesnotamounttoayearandif,takingintoaccounttheseperiods
alone,noentitlementtobenefitisacquiredtindertheprovisionsofthat
legislation,theinstitutionofthatStateshallnotbeobligedtogrant
benefitsinrespectofthoseperiods.
2.Thecompetentinstitution ofeachoftheotherMemberStatesconcernedshall
takeintoaccounttheperiodsreferredtoinparagraph1,forthepurposes
ofapplyingtheprovisionsofArticle44(l)exceptingthoseofsubparagraph
(b).
3.Iftheeffectofapplyingtheprovisionsofparagraph1istorelieveof
theirobligationsalltheinstitutions oftheMemberStatesconcerned,
benefitsshallbegrantedexclusively underthelegislationofthelast
ofthoseStateswhoseconditionsaresatisfied,asifalltheperiodsof
insuranceandresidencecompletedandtakenintoaccountinaccordancewith
theprovisionsofArticle43(l)and(2)hadbeencompletedunderthelegisl­
ationofthatState.

-38-
Article47
Calculation of"benefitswhentheinterestedpersondoesnotsimultaneously
satisfytheconditionsofallthelegislations underwhichperiodsofinsurance
orofresidencehaveteencompleted.
1.If,atagiventime,thepersonconcerneddoesnotsatisfytheconditions
laiddownfortheprovisionofbenefitsbyallthelegislations oftheMember
Statestowhichhehasbeensubject,takingintoaccountwhereappropriate
theprovisionsofArticle43»butsatisfiestheconditionsofoneormoreof
themonly,thefollowingprovisionsshallapply:
(a)eachofthecompetentinstitutionsadministering alegislationwhose
conditionsaresatisfiedshallcalculatetheamountofthebenefitdue,
inaccordancewiththeprovisionsofArticle44-
(b)however,
(i)iftheinterestedpersonsatisfiestheconditionsofatleasttwo
legislations withouttherebeinganyneedtoresorttoperiodsof
insuranceorresidencecompletedunderlegislations whoseconditions
arenotsatisfied,theseperiodsshallnotbetakenintoaccountfor
thepurposesofArticle44(l)5
(ii)iftheinterestedpersonsatisfiestheconditionsofonlyonelegisl­
ationwithouttherebeinganyneedtoresorttoperiodsofinsurance
orofresidencecompletedunderlegisla/tionswhoseconditionsarenot
satisfied,theamountofthebenefitpayableshallbecalculatedin
accordancewiththeprovisionsoftheonlylegislation whoseconditions
aresatisfiedandtalcingaccountonlyoftheperiodscompletedunder
thatlegislation .
2.Thebenefitorbenefitsawardedunderoneormoreofthelegislations inquestion
inthecasereferredtoinparagraph 1,shallberecalculated automatically in
accordancewithArticle44»asandwhentheconditionsrequiredbyoneormore
oftheotherlegislations towhichthepersonconcernedhadbeensubjectare
satisfied,takingintoaccountasappropriatetheprovisionsofArticle43*

-39-
3.Arecalculation shallautomatically bemadeinaccordancewithparagraph1,
andwithoutprejudicetoArticle38(2),whentheconditionsrequired "byone
ormoreofthelegislations concernedarenolongersatisfied.
Article48
Revalorization andrecalculation ofbenefits
1.If,byreasonofanincreaseinthecostoflivingorchangesinthelevel
ofwagesorsalariesorotherreasonsforadjustment,thebenefitsofthe
Statesconcernedarealteredbyafixedpercentageoramount,suchpercentage
oramountmustbeapplieddirectlytothebenefitsdeterminedunderArticle
44,withouttheneedforarecalculation inaccordancewiththeprovisions
ofthatArticle.
2.Ontheotherhand,ifthemethodofdetermining,ortherulesforcalculating
benefitsshouldbealtered,arecalculation shallbecarriedoutinaccordance
withArticle44»
Article49
Specialprovisionsapplyingtoworkerswhohavebeensubjecttothelegislation
oftwoormoreMemberStates,ofwhichatleastoneisboundbyasocialsecurity
conventionwithTunisia/Morocco/Algeria/Portugal.
1.Whereaworkerhasbeensubjecttothelegislation oftwoormoreMemberStates,
ofwhichatleastoneisboundbyabilateralsocialsecurityconventionwith
Tunisia/Morocco/Algeria/Portugal,thecompetentinstitutionofeachMemberState
soboundshallawardthebenefitinaccordancewiththeprovisionsthereof.
2.Whereappropriate ,asupplementecpialtothedifferencebetweentheamountof
thebenefitprovidedforinparagraph 1andtheamountofthebenefitdetermined
underArticle44(l)shallbepaidinadditiontothatbenefit.

-40-
3.Whereasupplementispayableinaccordancewithparagraph3ofthisArticle,
theprovisionsofArticle48shallapplytothefullamountofthebenefit
payablebytheMemberStateconcerned.
4.Wherethecompetentinstitution ofaMemberStatecalculatesbenefits
directly,inaccordancewithasocialsecurityconventionconcludedwith
Tunisia/Morocco/Algeria/Portugal,thesebenefitsshallbeawardedexclusively
inaccordancewiththeprovisionsofthatconvention .

-41-
CHAPTER4
ACCIDENTS ATWORKANDOCCUPATIONAL
DISEASES
Section1
Righttobenefits
Commonprovision
Article50
ResidenceinaMemberStateotherthanthecompetentState-GeneralRules
Aworkerwhosustainsanaccidentatworkorcontractsaoccupational disease,
andwhoisresidingintheterritoryofaMemberStateotherthanthecompetent
State,shallreceiveintheStateinwhichheisresiding:
(a)benefitsinkind,providedonbehalfofthecompetentinstitutionbythe
institution ofhisplaceofresidenceinaccordancewiththelegislation
whichitadministers asifhewereinsuredwithit;
(b)cashbenefitsprovidedbythecompetentinstitutioninaccordancewiththe
legislation whichitadministers .However,byagreementbetweenthecompetent
institution andtheinstitution oftheplaceofresidence,thesebenefitsmay
beprovidedbythelatterinstitution onbehalfofthefoimerinaccordance
withthelegislation ofthecompetentState.
Article51
Frontierworkers-Specialrule
Afrontierworkermayalsoobtainbenefitsintheterritoryofthecompetent
State.Suchbenefitsshallbeprovidedbythecompetentinstitutioninaccordance
withthelegislationofthatState,asiftheworkerwereresidingthere.
Article52
StayinortransferofresidencetothecompetentState
1.AworkercoveredbyArticle52whoisstayingintheterritoryofthecompetent
Stateshallreceivebenefitsinaccordancewiththelegislation ofthatState,
evenifhehasalreadyreceivedbenefitsbeforehisstay.Thisprovisionshall
not,however,applytofrontierworkers.

-42-
2.AworkercoveredbyArticle50whotransfershisplaceofresidenceto
theterritoryofthecompetentStateshallreceivebenefitsinaccordance
withthelegislation ofthatState,evenifhehasalreadyreceivedbenefits
beforetransferring hisresidence.
Article53
StayoutsidethecompetentState-Returntoortransferofresidenceto
anotherMemberStateaftersustaining anaccidentorcontracting anoccupational
disease-NeedtogotoanotherMemberStateinordertoreceiveappropriate
treatment
1.Aworkerwhosustainsanaccidentatworkorcontractsanoccupational disease
and:
(a)whoisstayingintheterritoryofaMemberStateotherthanthecompetent
State,or
(b)who,afterhavingbecomeentitledtobenefitsattheexpenseofthe
competentinstitution ,isauthorizedbythatinstitutiontoreturnto
theterritoryoftheMemberStatewhereheisresident,ortotransfer
hisplaceofresidencetotheterritoryofanotherMemberStateor,
(c)whoisauthorizedbythecompetentinstitutiontogototheterritoryof
anotherMemberStateinordertoreceivetherethetreatmentappropriate
tohiscondition,
shallbeentitledt
(i)tobenefitsinkindprovidedonbehalfofthecompetentinstitution
bytheinstitutionoftheplaceofstayorresidenceinaccordance
withthelegislationadministered bythatinstitutionasthoughhe
wereinsuredwithit,theperiodduringwhichbenefitsareprovided
shall,however,begovernedbythelegislationofthecompetentState;
(ii)tocashbenefitsprovidedbythecompetentinstitutioninaccordance
withthelegislation whichitadministers .However,byagreementbetween
thecompetentinstitution andtheinstitutionoftheplaceofstayor
residence,thosebenefitsmaybeprovidedbythelatterinstitution on
behalfoftheformerinstitution,inaccordancewiththelegislation
ofthecompetentState.
2.Theauthorization requiredunderparagraphl(b)mayberefusedonlyifitis
establishedthatmovementofthepersonconcernedwouldbeprejudicialtohis
stateofhealthortothemedicaltreatmentbeinggiven.

-43-
Theauthorization requiredunderparagraphl(c)maynot"berefusedwherethe
treatmentinquestioncannotbegiventothepersonconcernedintheterritory
oftheMemberStateinwhichheresides.
Article54
Accidentswhiletravelling
AnaccidentwhiletravellingwhichoccursintheterritoryofaMemberState
otherthanthecompetentStateshallbedeemedtohaveoccurredintheterritory
ofthecompetentState*
Article55
Benefitsforanoccupational diseasewherethepersonconcernedhasbeenexposed
tothesameriskinseveralMemberStates.
1.Whenapersonwhohascontractedanoccupational diseasehas,underthe
legislationoftwoormoreMemberStates,pursuedaprofessional ortrade
activitylikelytocausethatdisease,thebenefitsthatheorhissurvivors
mayclaimshallbeawardedexclusively underthelegislation ofthelastof
theseStateswhoseconditionsaresatisfied,takingintoaccount,where
appropriate ,theprovisionsofparagraphs 2and3.
2.If,underthelegislationofaMemberState,thegrantingofbenefitsin
respectofanoccupational diseaseissubjecttotheconditionthatthe
diseaseinquestionwasfirstdiagnosedwithinitsterritory,suchcondition
shallbedeemedtobefulfilledifthediseasewasfirstdiagnosedinthe
territoryofanotherMemberState.
3.Incasesofsclerogenic pneumoconiosis ,thefollowingprovisionsshallapply:
(a)ifunderthelegislationofaMemberStatethegrantingofbenefitsin
respectofanoccupational diseaseissubjecttotheconditionthatthe
diseaseinquestionwasdiagnosedwithinaspecifictimelimitfollowing
cessationofthelastactivitywhichwaslikelytocausesuchadisease,
thecompetentinstitutionofthatState,inexaminingthetimeatwhich
suchactivitywaspursuedshalltakeintoaccount,totheextentnecessary,
similaractivitiespursuedunderthelegislationofanyotherMemberState,
asiftheyhadbeenpursuedunderthelegislation ofthefirstState;
(b)ifunderthelegislationofaMemberStatethegrantingofbenefitsin
respectofanoccupational diseaseissubjecttotheconditionthatthe
activitylikelytocausethediseaseinquestionwaspursuedforacertain

-44-
lengthoftime,thecompetentinstitution ofthatStateshalltake
intoaccount,totheextentnecessary,periodsduringwhichsuch
activitywaspursuedunderthelegislationofanyotherMemberState,
asifithadbeenpursuedunderthelegislationofthefirstStatej
(c)Thecostofbenefitsincashincludingpensionsshallbedividedbetween
theresponsibleinstitutions oftheMemberStatesinwhoseterritorythe
interestedpersonpractisedanoccupationliabletoencouragethedisease.
Thisdivisionshallbecarriedoutproratawiththelengthoftheperiods
ofold-ageinsuranceorofresidencereferredtoinArticle43(l)completed
underthelegislationofeachoftheStatesinrelationtothetotallength
oftheperiodsofold-ageinsuranceorofresidencecompletedunderthe
legislation ofalltheStatesonthedateonwhichthebenefitscommenced.
Article56
Calculation ofcashbenefits
1.Thecompetentinstitution ofaMemberStatewhoselegislation providesthatthe
calculation ofcashbenefitsshallbebasedonanaveragewageorsalaryshall
determinesuchaveragewageorsalaryexclusively byreferencetowagesor
salariesrecordedduringtheperiodscompletedunderthesaidlegislation .
2.Thecompetentinstitution ofaMemberStatewhoselegislation providesthat
thecalculation ofcashbenefitsshallbebasedonastandardwageorsalary
shalltakeaccountexclusively ofthestandardwageorsalaryor,where
appropriate ,oftheaverageofthestandardwagesorsalariescorresponding
totheperiodscompletedunderthesaidlegislation .
3.Thecompetentinstitution ofaMemberStatewhoselegislationprovidesthatthe
amountofcashbenefitsshallvarywiththenumberofmembersinthefamily
shalltakeintoaccountalsothemembersofthefamilyofthepersonconcerned
whoareresidingintheterritoryofanotherMemberStateorintheterritory
ofTunisia/Morocco/Algeria/Portugal,asiftheywereresidingintheterritory
ofthecompetentState.
Article57
Costsoftransporting apersonwhohassustainedanaccidentatworkorissuffering
fromanoccupational disease
1.ThecompetentinstitutionofaMemberStatewhoselegislationprovidesformeeting
thecostsoftransporting apersonwhohassustainedanaccidentatworkoris
sufferingfromanoccupational disease,eithertohisplaceofresidenceorto

-4b-
ahospital,shallmeetsuchcoststothecorresponding placeintheterritory
ofanotherMemberStatewherethepersonresides,providedthatthatinstitution
givespriorauthorization forsuchtransport,dulytakingintoaccountthe
reasonsjustifyingit.Suchauthorization shallnotberequiredinthecase
ofafrontierworker.
2.Thecompetentinstitution ofaMemberStatewhoselegislation providesfor
thecostsoftransporting thebodyofapersonkilledinanaccidentatwork
totheplaceofburialshall,inaccordancewiththelegislation whichit
administers ,meetsuchcoststothecorresponding placeintheterritoryof
anotherMemberState,wherethepersonwasresidingatthetimeoftheaccident.
Section2
Aggravation ofanoccupational diseaseforwhich
thebenefithasbeenawarded
Article58
1.Intheeventofaggravation ofanoccupational diseaseforwhichaworkerhas
receivedorisreceivingbenefitunderthelegislation ofaMemberState,the
followingrulesshallapply:
(a)iftheworkerhasnot,whileinreceiptofbenefits,beeninemployment
underthelegislation ofanotherMemberStatelikelytocauseoraggravate
thediseaseinquestion,thecompetentinstitution ofthefirstMember
Stateshallbeboundtomeetthecostofthebenefitsunderthelegislation
whichitadministerstakingintoaccounttheaggravation ;
(b)iftheworker,whileinreceiptofbenefits,hasbeeninsuchemployment
underthelegislationofanotherMemberState,thecompetentinstitution
ofthefirstStateshallbeboundtomeetthecostofthebenefitsunder
thelegislation whichitadministers withouttakingintoaccountthe
aggravation .Thecompetentinstitution ofthesecondMemberStateshall
grantasupplementtotheworker,theamountofwhichshallbedetermined
accordingtothelegislation whichit•administers andshallbeequaltothe
differencebetweentheamountofbenefitsdueaftertheaggravation andthe
amountwhichwouldhavebeenduepriortotheaggravation underthelegislatioi
whichitadministersifthediseaseinquestionhadoccurredunderthe
legislation ofthatStates

-46-
(c)ifincasescoveredbysubparagraph (b)aworkersufferingfrom
sclerogenic pneumoconiosis isnotentitledtobenefitsunderthe
legislation ofthesecondState,thecompetentinstitution ofthe
firstStateshallbeboundtoprovidebenefitsunderthelegislation
whichitadministers,takingintoaccounttheaggravation .Theinstit­
utionofthesecondStateshall,however,meetthecostofthedifference
betweentheamountofcashbenefits,includingpensions,duefromthe
competentinstitution ofthefirstState,takingintoaccounttheaggra­
vationandtheamountofthecorreponding benefitswhichweredueprior
totheaggravation .
2.IntheeventofaggravationgivingrisetotheapplicationofArticle55(3)
(c),thefollowingprovisionsshallapply:
(a)thecompetentinstitutionwhichgrantedthebenefitspursuanttoArticle
55(l)shallbeboundtoprovidebenefitsunderthelegislationwhichit
administers ,takingintoaccounttheaggravation ;
(b)thecostofcashbenefits,includingpensions,shallcontinuetobe
dividedbetweentheinstitutions whichsharedthecostsofformer
benefitsinaccordancewithArticle55(3)(c).
Where,however,thepersonhasagainpursuedanactivitylikelytocause
ortoaggravatetheoccupational diseaseinquestion,eitherunderthe
legislation ofoneoftheMemberStatesinwhichhehadalreadypursued
anactivityofthesamenatureorunderthelegislation ofanotherMember
State,thecompetentinstitutionofsuchStateshallmeetthecostofthe
differencebetweentheamountofbenefitsdue,takingaccountofthe
aggravation ,andtheamountofbenefitsduepriortotheaggravation .
Section3
Miscellaneous provisions
Article59
Rulesfortakingintoaccountthespecialfeaturesofcertainlegislations
1.Ifthereisnoinsuranceagainstaccidentsatworkoroccupational diseases
intheterritoryoftheMemberStateinwhichaworkerhappenstobe,orif

-47-
suchinsuranceexistsbutthereisnoinstitutionresponsibleforproviding
benefitsinkind,thosebenefitsshallbeprovidedbytheinstitutionofthe
placeofstayorresidenceresponsibleforprovidingbenefitinkindinthe
eventofillness.
2.Wherethelegislation ofthecompetentStatemakeswhollycost-freebenefits
inkindconditional uponuseofthemedicalserviceorganizedbytheemployer,
benefitsinkindprovidedinthecasesreferredtoinArticles50and-52(l)
shallbedeemedtohavebeenprovidedbysuchamedicalservice.
3.Wherethelegislation ofthecompetentStateincludesaschemerelatingtothe
obligationsoftheemployer,benefitsinkindprovidedinthecasesreferred
toinArticles50and52(l)shallbedeemedtohavebeenprovidedattherequest
ofthecompetentinstitution .
4.WherethenatureoftheschemeofthecompetentStaterelatingtocompensation
foraccidentsatworkisnotthatofcompulsoryinsurance,theprovisionof
benefitsinkindshallbemadedirectlybytheemployerorbytheinsurerinvolved.
5.Wherethelegislation ofaMemberStateexpresslyorbyimplicationprovidesthat
accidentsatworkoroccupational diseaseswhichhaveoccurredorhavebeencon­
firmedpreviouslyshallbetakenintoconsideration inordertoassessthedegree
ofincapacity,thecompetentinstitutionofthatStateshallalsotakeintocon­
siderationaccidentsatworkoroccupational diseaseswhichhaveoccurredorhave
beenconfirmedpreviouslyunderthelegislation ofanotherMemberState,asif
theyhadoccurredorhadbeenconfirmedunderthelegislation whichitadministers .
Article60
Schemeapplicablewherethereareseveralschemesinthecountryofstayorresidence
Maximumdurationofbenefits
1.Ifthelegislation ofthecountryofstayorresidencehasseveralinsurance
schemes,theprovisionsapplicabletoworkerscoveredbyArticle50or52(l)
shallbethoseoftheschemeformanualworkersinthesteelindustry.However,
ifthesaidlegislation includesaspecialschemeforworkersinminesand
similarundertakings ,theprovisionsofthatschemeshallapplytothat

-48-
categoryofworkerswhere"theinstitutionoftheplaceofstayorresidence
towhichtheysubmittheirclaimiscompetenttoadministerthatscheme.
2.Ifthelegislation ofaMemberStatefixesamaximumperiodduringwhich
benefitsmaybegranted,theinstitution whichadministersthatlegislation
maytakeintoaccountanyperiodduringwhichthebenefitshavealreadybeen
providedbytheinstitutionofanotherMemberState.
Section4
Reimbursement betweeninstitutions
Article61
1.Thecompetentinstitutions shallbeobligedtoreimbursetheamountofbenefits
inkindprovidedontheirbehalfpursuanttoArticles50and52(l).
2.Thereimbursements referredtoinparagraph 1shallbedeterminedandmadein
accordancewiththeprocedureslaiddownbytheDecisionreferredtoinArticle
851011proofofactualexpenditure.
3.TwoormoreMemberStates,orthecompetentauthorities ofsuchStates,may
provideforothermethodsofreimbursement orwaivereimbursement betweenthe
institutions comingundertheirjurisdiction .

-49-
-CHAPTER 5
DEATH GRANTS
Article 62
Aggregation ofinsurance periods orperiods ofresidence
Thecompetent institution ofaMember State whose legislation makes the
acquisition ,retention orrecovery oftheright todeath grants subject to
thecompletion ofinsurance periods orperiods ofresidence shall take
account ,totheextent necessary ,ofinsurance periods orperiods of
residence completed under thelegislation ofany other Member State as
though they hadbeen completed under thelegislation which itadministers .
Article 63
Right togrants where death occurs in,orwhere theperson entitled resides
in,aMember State other than thecompetent State
1.When aworker ,apensioner orapension claimant ,oramember ofhis
family ,dies intheterritory ofaMember State other than thecompetent
State ,thedeath shall bedeemed tohave occurred intheterritory ofthe
competent State .
2.Thecompetent institution shall beobliged toaward death grants payable
under thelegislation which itadministers ,even iftheperson entitled
resides intheterritory ofaMember State other than thecompetent State .
3.Theprovisions ofparagraphs 1and 2shall also apply when thedeath is
theresult ofanaccident atwork oranoccupational disease .
Article 64
Provision ofbenefits intheevent ofthedeath ofapensioner whohad
resided inaMember State other than the onewhose institution wasresponsible
iforproviding benefits inkind
Intheevent ofthedeath ofapensioner whowasentitled todraw apension
orpensions under thelegislation ofoneormore Member States ,when such

-w-
pensioner wasresiding intheterritory ofaMember State other than theone
whose institution wasresponsible forproviding himwith benefits inkind
under Article 25,thedeath grants payable under thelegislation administered
bythat institution shall beprovided bytheinstitution atitsownexpense
asthough thepensioner hadbeen residing intheterritory oftheMember
State ofthat institution atthe time ofhis death .
Theprovisions ofthepreceding paragraph shall apply byanalogy tothe
members ofapensioner 'sfamily .

-51-
.CHAPTER6
FAMILYBENEFITS ANDFAMILYALLOWANCES FOREMPLOYED ANDUNEMPLOYED PERSONS
Section 1
Commonprovision
Article65
Aggregation ofperiodsofinsuranceoremployment
WherethelegislationofoneMemberStatemakesacquisitionoftherightto
benefitsconditional uponcompletionofperiodsofinsuranceoremployment,
theresponsibleinstitutionofthatStateshalltakeintoaccount,insofar
asnecessary,periodsofinsuranceoremploymentcompletedintheterritory
ofanyotherMemberState,asiftheyhadbeencompletedunderitsown
legislation .
Section2
WorkersandunemployedworkerswhosefamiliesresideinaMemberStateother
thanthecompetentState
Article66
Workers
1.Aworkersubjecttothelegislation ofaMemberStateotherthanFrance
shallbeentitledtothefamilybenefitsprovidedforbythelegislationof
thefirstMemberStateformembersofhisfamilyresidingintheterritory
ofanotherMemberState,asthoughtheywereresidingintheterritoryof
thefirstState.
2.AworkersubjecttoFrenchlegislationshallbeentitled,inrespectof
membersofhisfamilyresidingintheterritoryofaMemberStrteother
thanFrance,tothefamilyallowancesprovidedforbythelegislationof
suchMemberState;theworkerroustsatisfytheconditionsregarding

-52-
employment onwhich French legislation bases entitlement tosuch benefits .
3.However ,aworker who issubject toFrench legislation byvirtue ofthe
provisions ofArticle 12(l)(a )shall beentitled tothefamily benefits
provided forbyFrench legislation andsetoutinAnnex Vinrespect of
members ofhisfamily whoaccompany himtotheterritory oftheMember
state where heisposted .
Article 67
Unemployed persons
1.Anunemployed person drawing unemployment benefits under thelegislation
ofaMember State other than France shall beentitled tothefamily
benefits provided forbythelegislation ofthe first Member State for
members ofhisfamily residing intheterritory ofanother Member State
asthough they were residing intheterritory ofthe first State .
2.Anunemployed person drawing unemployment benefits under French legislation
shall beentitled ,inrespect ofmembers ofhisfamily residing inthe
territory ofaMember State other than France ,tothefamily allowances
provided forbythelegislation oftheState inwhose territory those
members ofthefamily areresiding .
Article 68
Provision ofbenefits and reimbursements
1.(a)Family benefits shall beprovided ,inthecases referred toin
Article 66(1 )and (3)»*>y "thecompetent institution oftheState to
whose legislation theworker issubject and ,inthecase referred to
inArticle 67(l)bythecompetent institution oftheState under whose
legislation theunemployed worker isreceiving unemployment benefits .
They shall beprovided inaccordance with theprovisions administered
bysuch institutions ,whether thenatural orlegal person towhom such
benefits o,repayable isresiding orstaying intheterritory ofthe
competent State orinthat ofanother Member State ;

(t>)however,ifthefamily "benefitsarenotapplied "bythepersontowhom
theyshouldbeprovidedforthemaintenanceofthemembersofthe
family,thecompetentinstitutionshalldischargeitslegalobligations
byprovidingthesaidbenefitstothenaturalorlegalpersonactually
maintainingthemembersofthefamily,onapplication byandthrough
theagencyoftheinstitutionoftheirplaceofresidenceorofthe
institutionorbodyappointedtothatendbythecompetentauthority
oftheircountryofresidence;
(c)twoormoreMemberStatesmayagreethatthecompetentinstitution
shallprovidethefamilybenefitsdueunderthelegislationofoneor
moreofthoseStatestothenaturalorlegalpersonactuallymaintaining
themembersofthefamily,eitherdirectly,orthroughtheagencyof
theinstitutionoftheirplaceofresidence.
2.(a)Familyallowancesshallbeprovided,inthecasesreferredtoin
Articles66(2)and67(2),bytheinstitutionoftheplaceofresidence
ofthemembersofthefamily,inaccordancewiththelegislation
administered bythatinstitution ;
(b)however,if,underthatlegislation,theallowancesmustbeprovided
totheworker,theinstitutionreferredtointheprecedingsubparagraph
shallpaysuchallowancestothenaturalorlegalpersonactually
maintainingthemembersofthefamilyintheirplaceofresidenceor,
whereappropriate ,directlytothemembersofthefamily;
(c)thecompetentinstitutionshallreimbursethefullamountofthe
allowancesprovidedinaccordancewiththeprecedingsubparagraphs .
Thereimbursements shallbedetermined andmadeinaccordance withthe
procedureslaiddownbytheDecisionreferredtoinArticle85.
Article69
Rulesofpriorityincasesofoverlappingentitlementtofamilybenefitsor
familyallowancesinpursuanceofArticles66and67byreasonofthepursuit
ofaprofessional ortradeactivityinthecountryofresidenceofthemembers
ofthefamily.
EntitlementtofamilybenefitsorfamilyallowancesunderArticles66and67
shallbesuspendedif.byreasonofthepursuitofaprofessional ortrade

-54-
activity ,family benefits orfamily allowances arealso payable under the
legislation oftheMember State inwhose territory themembers ofthefamily
areresiding .

-55-
CHAPTER 7
BENEFITS FOR DEPENDENT CHILDREN OFPENSIONERS AND FOR ORPHAN 'S
Article 70
Dependent children ofpensioners
1.Theterm "benefits ",forthepurposes ofthis Article ,shall mean family
allowances forpersons receiving pensions foroldage ,invalidity oran
accident atwork oroccupational disease ,provided inaccordance with a
legislation referred toinArticle 4(l)(h ).
2.Benefits shall begranted inaccordance with thefollowing rules ,
irrespective oftheMember State inwhose territory thepensioner orthe
children areresiding :
(a)toapensioner whodraws apension under thelegislation ofoneMember
State only ,inaccordance with thelegislation oftheMember State
responsible forthepension ;
(b)toapensioner whodraws pensions under thelegislation ofmore than
one Member State :
(i)inaccordance with thelegislation ofwhichever ofthese States
heresides inprovided that ,taking into account where appropriate
Article 72(1 ),second subparagraph ,aright tooneofthebenefits
referred toinparagraph 1isacquired under thelegislation of
that State ,or
(ii)inother cases inaccordance with that legislation towhich hehas
been subject forthelongest period oftime ,provided that ,taking
into account where appropriate Article 72(1),second subparagraph ,
aright tooneofthebenefits referred toinparagraph (i)is
acquired under such legislation ;ifnoright tobenefit isacquired
under that legislation ,theconditions fortheacquisition ofsuch
right under thelegislations oftheother Member States concerned

-56-
shall "beexamined indecreasing order ofthelength ofinsurance
periods orperiods ofresidence completed under thelegislation
ofthose Member States .
Article "1
Orphans
Theterm "benefits ",forthepurposes ofthis Article ,means family
allowances and ,where appropriate ,supplementary orspecial allowances for
orphans provided under alegislation referred toinArticle 4(l)(h ).
Orphans *benefits shall begranted inaccordance with thefollowing rules ,
irrespective oftheMember State inwhose territory theorphan orthe
natural orlegal person actually maintaining him isresident orsituated :
(a)fortheorphan ofadeceased worker whowassubject tothelegislation
ofoneMember State only inaccordance with thelegislation ofthat
State ;
(b)fortheorphan ofadeceased worker whowassubject tothelegislation
ofseveral Member States :
(i)inaccordance with thelegislation oftheMember State inwhose
territory theorphan resides provided ,that ,taking into account
where appropriate Article 72(1 ),second subparagraph,' aright to
oneofthebenefits referred toinparagraph 1isacquired under
thelegislation ofthat State ,or
(ii)inother cases inaccordance with thelegislation oftheMember
State towhich thedeceased worker hadbeen subject forthe
longest period oftime ,provided that ,taking into account ,where
appropriate Article 72(1 ),second subparagraph ,theright toone
ofthebenefits referred toinparagraph 1isacquired under the
legislation ofthat State ;ifnoright isacquired under that
legislation ,theconditions fortheacquisition ofsuch right
under thelegislations oftheother Member States shall beexamined

-57-
indecreasing order ofthelength ofinsurance periods or
periods ofresidence completed under thelegislation ofthose
Member States .
However ,thelegislation oftheMember State applicable inrespect of
provision ofthebenefits referred toinArticle 70forapensioner 's
children shall remain applicable after thedeath ofthe said pensioner
inrespect oftheprovision ofthebenefits tohisorphans .
Article 72
Provisions common tobenefits fordependent children
ofpensioners and fororphans
1.Benefits ,within themeaning ofArticles 70and 71»shall beprovided in
accordance with thelegislation determined byapplying theprovisions of
those Articles bythe institution responsible foradministering such
legislation and atitsexpense asifthepensioner orthedeceased worker
hadbeen subject only tothelegislation ofthecompetent State .
However ifthat legislation makes theacquisition ofentitlement to
benefits dependent onthelength ofperiods ofinsurance ,employment or
residence ,such lengths shall bedetermined taking into account ,where
necessary ,theprovisions ofArticle 65•
2.Inacase where theeffect ofapplying therule laid down in
Article 70(2)(b)(ii )and7l(2)(b)(ii )would betomake several Member
States competent ,thelength oftheperiods being equal ,benefits within
themeaning ofArticle 70orArticle 71»asthecase maybe,shall be
granted inaccordance with thelegislation oftheMember State towhich
theworker was last subject .
3.Theright tobenefits dueunder paragraph 2andunder Articles 70and 71
shall besuspended ifthechildren become entitled tofamily benefits or
family allowances under thelegislation ofaMember State byvirtue of
thepursuit ofaprofessional ortrade activity .Insuch acase ,the
persons concerned shall beconsidered asmembers ofthefamily ofaworker .

-58-
PARTIII-MISCELLAHECUS PROVISIONS
Artide73
Cooperation betweencompetentauthorities
1.ThecompetentauthoritiesofMemberStatesand.ofTunisia/Morocco/Algeria/
Portugalshallcommunicatetoeachotherallinformationregardingmeasures
takentoimplementthisDecision.
2.ForthepurposesofimplementingthisDecision,theauthorities and
institutionsofMemberStatesandofTunisia/Morocco/Algeria/Portugal
shalllendtheirgoodofficesandactasthoughimplementingtheirown
legislation.Theadministrative assistancefurnishedbythesaid
authorities andinstitutions shall,asarule,befreeofcharge.
However,thecompetentauthorities oftheMemberStatesmayagreeto
certainexpensesbeingreimbursed.
3.Theauthoritfes~and institutionsofMemberStatesandofTunisia/Morocco/
Algeria/Portugalmay,forthepurposeofimplementingthisDecision
communicatedirectlywithoneanotherandwiththepersonsaoncernedor
theirrepresentatives .
4.Theauthorities ,institutions andtribunalsofoneMemberStatemaynot
rejectclaimsorotherdocumentssubmittedtothemonthegroundsthat
theyarewritteninanofficiallanguageofanotherMemberStateorin
Arabic/Portuguese.
Article74
Exemptionsfromorreductionsoftaxes-Exemptionfromauthentication
1.Anyexemptionfromorreductionoftaxes,stampduty,notarialor
registration feesprovidedforinthelegislationofaStateshallbe
extendedtosimilardocumentsrequiredtobeproducedforthepurposes
ofthelegislationofanotherMemberStateorofTunisia/Morocco/Algeria/
PortugalorofthisDecision.

-59-
2.Allstatements ,documents andcertificates ofanykind whatsoever required
tobeproduced forthepurposes ofthis Decision shall beexempt from
authentication "bydiplomatic orconsular authorities .
Article 75
Claims ,declarations orappeals submitted toanauthority ,institution or
court ofaMember State other than thecompetent State ortoaTunisian /
Moroccan /Algerian /Portuguese authority ,institution orcourt .
Anyclaim ,declaration orappeal which should have been submitted ,inorder
tocomply with thelegislation ofoneMember State ,within aspecified period
toanauthority ,institution orcourt ofthat State shall beadmissable ifit
issubmitted within thesame period toacorresponding authority ,institution ,
orcourt ofanother Member State orofTunisia /Morocco /Algeria /Portugal .In
such acase theauthority ,institution orcourt receiving theclaim ,declaration
orappeal shall forward itwithout delay tothecompetent authority ,institution
orcourt ofthe foraer State either directly orthrough thecompetent authorities
oftheStates concerned .Thedate onwhich such claims ,declarations orappeals
were submitted totheauthority ,institution orcourt ofanother Member State or
ofTunisia /Morocco /Algeria /Portugal shall beconsidered asthedate oftheir
submission tothecompetent authority ,institution ,orcourt .
Article 76
Medical examinations
1.Medical examinations provided forbythelegislation ofoneMember State
maybecarried outattherequest ofthecompetent institution ,inthe
territory ofanother Member State orofTunisia /Morocco /Algeria /Portugal
bytheinstitution oftheplace ofstay orresidence oftheperson entitled

-60-
tobenefits ,under conditions laid down intheDecision referred toin
Article 67or,failing that ,under conditions agreed upon between the
oompetent authorities oftheMember States conoerned .
2.Medical examinations carried out under the conditions laid down in
paragraph 1shall beconsidered ashaving been carried outinthe
territory ofthecompetent State .
Article 77
Transfers ofsums ofmoney payable pursuant tothis Decision
1•Money transfers effected pursuant tothis Decision shall bemade in
accordance with therelevant agreements inforce between theStates
concerned atthetime oftransfer .Where nosuch agreements are in
force between twoStates ,thecompetent authorities ofthesaid States
ortheauthorities responsible forinternational payments shall ,bymutual
agreement ,determine themeasures necessary foreffecting such transfers .
2.Transfers ofamounts acquired asaresult oftheimplementation ofthis
Decision shall take place inaccordance with therelevant agreements in
force atthe time ofthe transfer between the Member State concerned and
Tunisia/Morocco /Algeria /Portugal •
Inthecasewhere nosuch agreements areinforce between Tunisia /Morocco /
Algeria /Portugal and .aMember State ,thecompetent authorities inboth
States ,ortheauthorities responsible forinternational payment shall ,
bycommon accord ,adopt themeasures required tomake these transfers .
Article 78
Special procedures forimplementing certain legislations
Special procedures forimplementing thelegislations ofcertain Member
States orofTunisia /Morocco /Algeria /Portugal aresetoutinAnnex V.

-61-
Article79
Housingallowancesandfamilybenefitsintroducedaftertheentryintoforce
ofthisDécision
Housingallowancesand,inthecaseofLuxembourg ,familybenefitsintroduced
aftertheentryintoforceofthisDecisionfordemographic reasonsshallnot
begrantedtopersonsresidentintheterritoryofaMemberStateotherthan
thecompetentState.
Article80
Collection ofcontributions
1.Contributions payabletoaninstitutionofoneMemberStatemaybecollected
intheterritoryofanotherMemberStateinaccordancewiththeadministrative
procedureandwiththeguaranteesandprivilegesapplicabletothecollection
ofcontributions payabletothecorresponding institution ofthelatterStrte.
2.Theprocedurefortheimplementation ofparagraph 1sh'llbegoverned,inso
farasisnecessary,bymea,nsofagreementsbetweenMemberStates.Such
implementing proceduremayalsocoverprocedureforenforcingpayment.
Article81
Rightsofinstitutions responsibleforbenefitsagainstliablethirdparties
1.IfapersonreceivesbenefitsunderthelegislationofoneMemberStatein
respectofaninjuryresultingfromanoccurrenceintheterritoryofanother
State,anyrightsoftheinstitutionresponsibleforbenefitsagainstathird
partyboundtocompensatefortheinjuryshallbegovernedbythefollowing
rules:

-62-
(a)where theinstitution responsible forbenefits is,byvirtue ofthe
legislation which itadministers ,subrogated totherights which the
recipient hasagainst thethird pcrty ,such subrogation shall be
recognized byeach Member State ;
(b)where thesaid institution hasdirect rights against thethird party ,
such rights shall berecognized byeach Member State .
2.Ifaperson receives benefits under thelegislation ofoneMember State
inrespect ofaninjury resulting from anoccurrence intheterritory of
another Member State ,theprovisions ofthesaid legislation which determine
inwhich cases thecivil liability ofemployers oroftheir employees isto
beexcluded shall apply with regard tothesaid person ortotheinstitution
responsible forbenefits .
Theprovisions ofparagraph 1shall also apply toanyrights oftheinstitution
responsible forbenefit against anemployer orhisemployees incases where
their liability isnot excluded .

-63-
PARTIV-TRANSITIONAL ANDFINALPROVISIONS
Artide82
Miscellaneous provisions
1.ThisDecisionshallcreatenoentitlementtobenefitsforaperiodprior
tothedateofitsentryintoforce.
2.Allinsuranceperiods,asalso,whereapplicable,allperiodsofemployment
orresidencecompletedtinderthelegislationofaMemberStateorof
Tunisia/Morocco/Algeria/Portugalbeforethedateofentryintoforceof
thisDecisionorbeforethedateofitsapplicationintheterritoryof
thatMemberState,shallbetakenintoconsideration forthepurposeof
determiningentitlementtobenefitsinaccordancewiththeprovisionsof
thisDecision.
3.Subjecttotheprovisionsofparagraph 1,anentitlementshallexistunder
thisDecisionevenifitrelatestoaneventpriortothedateofthe
entryintoforceofthisDecision.
4.Anybenefitwhichhasnotbeendeterminedorhasbeensuspendedbyreason
ofthenationality orplaceofpermanentresidenceofthepersonconcerned
shall,ontheapplicationofthepersonconcerned,bedeterminedorresumed
witheffectfromthedateofentryintoforceofthisDecisionunlessthe
entitlementpreviouslydeterminedhasbeencompoundedbyacapitalpayment.
5«Iftheapplicationreferredtoinparagraph4issubmittedwithintwoyears
fromthedateofentryintoforceofthisDecisionpersonsconcernedshall
byvirtueofthisDecisionacquirefromthatdatetheentitlementto
benefits,andtheprovisionsofthelegislationofanyMemberSteteorof
Tunisia/Morocco/Algeria/Portugalconcerningtheforfeitorlimitationof
rightsshallnotapplytothem.
6.Iftheapplicationreferredtoinparagraph4issubmittedaftertheexpiry
ofthetwo-yearperiodfollowingtheentryintoforceofthisDecision,a
righttobenefitthathasnotlapsedorisnotbarredbylimitationshall

-64-
beacquired from thedate onwhich theapplication was submitted except
where more favourable provisions ofthelegislation ofaMember State or
ofTunisia /Morocco /Algeria /Portugal apply .
Article 83
Annexes tothis Décision
1.TheAnnexes tothis Decision areanintegral part thereof .
2.These Annexes maybeamended byaDecision adopted bythecooperation
Council attherequest ofone ormore Member States concerned orof
Tunis is/Morocco /Algeria /Portugal .
Article 84
Notifications pursuant tocertain provisions
1.Thenotifications referred toinArticle 5shall beaddressed tothe
Chairman oftheCooperation Council .They shall indicate thedate of
entry into force ofthe laws and regulations inquestion .
2.Notifications received inaccordance with paragraph 1shall bepublished
intheOfficial Journal oftheEuropean Communities .
Article 85
Implementation ofthis Decision
Afurther Decision shall laydown theprocedure forimplementing this
Décision .

-65-
Article86
Agreementstosupplementtheproceduresforimplementing theDecision
TwoormoreMeir."berStates,orTunisia/Morocco/Algeria/Portugaland.oneor
moreMemberStates,may,wherenecessa/ry,concludeagreementsdesignedto
supplementtheadministrative proceduresforimplementing thisDecision
Article87
Reexamination oftheproblemofpaymentoffamilybenefits
TheCooperation CouncilshallamendthisDecisioninamanneridenticalto
theamendmentsmadetoRegulationNo1408/71followingtheexaminationof
theproblemofpaymentoffamilybenefitstomembersoffamilieswhoarenot
residingintheterritoryofthecompetentStateprovidedforinArticle98
ofthatRegulation.
Article88
EachContractingPartyshall,eachtotheextenttowhichtheyareconcerned,
takethenecessarystepstoimplementthisDecision.

-66-
ANNEXI
(Article1(s)oftheDécision)
Specialmaternity "benefitsexcluded ,fromthescopeoftheDecisionin
pursuanceofArticle1(s)
A.BELGIUM
Childbirth allowance
B.DEMARK
None
C.GERMANY
None
D.FRANGE
(a)Prenatalallowances
(b)Postnatalallowances
E.IRELAND
None
P.ITALY
None
G.LUXEMBOURG
Childbirth allowances
H.NETHERLANDS
None
I.UNITEDKINGDOM
None

-67-
ANNEXII(EEC-Portugal )
(Article6(2))
Provisionsofconventions betweentwoormoreMemberStateswhichremainin
fore*pursuanttoArticle6(2)andwhichapplytopersonstowhomtheDecision
applies
1.BELGIUM-DENMARK
Noconvention
2.BELGIUM-GERMANY
None
3.BELGIUM-FRANCE
Articles13,16and.23oftheComplementary Agreementof17January1948
totheGeneralConventionofthatdate(workersinminesamisimilar
undertakings )•
4.BELGIUM-IRELAND
Noconvention
5.BELGIUM-ITALY
Article29oftheConventionof30April1948
6.BELGIUM-LUXEMBOURG
Articles3,4»5»6and7oftheConventionof16November1959»asinthe
Conventionof12February1964(frontierworkers).
7.BELGIUM-NETHERLANDS
None
8.BELGIUM-UNITEDKINGDOM
None
9.DENMARK-GERMANY
None

-67a-
ANNEXII(EEC-Tunisia/Morocco/Algeria)
Provisionsofconventions betweentwoormoreMemberStateswhichapplyto
personstowhomtheDecisionapplies
1.BELGIUM-DENMARK
Noconvention
2.BELGIUM-GERMANY
None
3.BELGIUM-FRANCE
Articles13,16and23oftheComplementary Agreementof17January1948
totheGeneralConventionofthatdate(workersinminesandsimilar
undertakings )•
4.BELGIUM-IRELAND
Noconvention
5.BELGIUM-ITALY
Article29oftheConventionof30April1948
6.BELGIUM-LUXEMBOURG
Articles3»4t5i6and7oftheConventionof16November1959»asinthe
Conventionof12February1964(frontierworkers).
7.BELGIUM-NETHERLANDS
None
8.BELGIUM-UNITEDKINGDOM
None
9.DEMKABK-GERMANY
None

-68-
10.DENEARK-FRANCE
Noue
11.EENMARK-IRELAND
Noconvention
12.DENMARK-ITALY
Noconvention
13.DENMARK-LUXEMBOURG
Noconvention
14.DENMARK-NETEERLANDS
Noconvention
15.DENMARK-UNITEDKINGDOM
None
16.GERMANY-FRANCE
(a)Article11(1)oftheGeneralConventionof10July1950}
(h)Article9oftheComplementary AgreementNo1of10July1950"tothe
GeneralConventionofthesamedate(workersinminesandsimilar
undertakings );
17.GERMANY-IRELAND
Noconvention
18.GERMANY-ITALY
None
19.GERMANY-LUXEMBOURG
None
20.GERMANY-NETHERLANDS
None

-69-
21.GERMANY-UNITEDKINGDOM
Articles2to7ofthefinalProtocoltotheConvention onSocial
Securityof20April1960;
22.FRANCE-IRELAiîD
Noconvention
23.FRANCE-ITALY
ExchangeofLettersof3March1956(sicknessbenefitsforseasonal
workersemployedinagriculture).
24.FRANCE-LUXEMBOURG
Articles11and14oftheComplementary Agreementof12November1949
totheGeneralConventionofthesamedate(workersinminesandsimilar
undertakings ).
25.FRANCE-NETHERLANDS
Article11oftheComplementary Agreementof1June1954totheGeneral
Conventionof^January1950(workersinminesandsimilarundertakings).
26.FRANCE-UNITEDKINGDOM
Noconvention
27.IRELAND-ITALY
Noconvention
28.IRELAND-LUXEMBOURG
Noconvention
29.IRELAND-NETHERLANDS
Noconvention
30.IRELAND-UNITEDKINGDOM
Artiole8oftheAgreementof14September197*1onsocialsecurity.

-70-
31•ITALY-LUXEMBOURG
Article18(2)andArticle24oftheGeneralConventionof29May1951.
32.ITALY-NETHERLANDS
Article21(2)oftheGeneralConventionof28October1952#
33.ITALY-UNITEDKINGDOM
None
34.LUXEMBOURG-NETHERLANDS
None
35.LUXEMBOURG-UNITEDKINGDOM
None
36.NETHERLANDS-UNITEDKINGDOM
None

ANNEXIII
PartA
(Article35(2)oftheDécision)
LegislationsreferredtoinArticle35(1)of"theDecisiontindertheterms
ofwhichtheamountofinvalidity "benefitsdoesnotdependonthelength
ofperiodsofinsuranceorofresidence.
A.BELGIUM
Thelegislationrelatingtothegeneralinvalidityscheme,tothespecial
invalidityschemeforminersandtothespecialschemeforsailorsinthe
MerchantNavy•
B.DENMARK
None
C.GERMANY
None
D.FRANCE
Allthelegislation oninvalidityinsurance,exceptforthelegislation
concerningtheinvalidityinsuranceoftheminers*socialsecurityscheme.
E.IRELAND
Section6oftheSocialWelfareActof29July1970.
P.ITALY
None
G.LUXEMBOURG
None

Λ
-72-
H.NETHERLANDS
(a)Thelawof18February1966oninsuranceagainstincapacityforwork,
(b)Thelawof11December1975establishingageneraldisablement
insurance.
I.UNITEDKINGDOM
(a)GreatBritain
Section15oftheSocialSecurityAct,1975
Sections14to16ofSocialSecurityPensionsAct,1975
(b)NorthernIreland.
Section15oftheSocialSecurity(NorthernIreland)Act,1975
Sections16to18ofSocialSecurityPensions(NorthernIreland)
Order,1975*

-73-
PartB
(Article 44(2 )oftheDécision )
Benefits referred toinArticle 44(2 )oftheDecision towhich Article 44(1 )
does notapply .
(tobenotified bytheMember States )

-74-
ANNEXIV
(Article 38(4 )oftheDecision )
ConcordancebetweenthelegislationsofMemberStatesoncondition!relating
tothedegreeofinvalidity
BELGIUM
Member
•fcxctScheme*administeredby
MemberSntei'tnitituttoni
whohavetakenadcciiioA
tcvogniungtheCi^recof
invalidity'SchemesadmmiMefcdbrBelgianiruticutkmionwhkhthedtciiionbbindinginamofconcordance
GeneralKhemcMinenKheme
IMarineo'kWmGeneraliaralidkfOccupational
^invalidity
32
21.Generalscheme:
–GroupIII(constant
attcndance)
–Group'Il
–Group1
2.Acriculturalschemei
–total,generalin­
validity
–two-thirdsgeneralin­
validity
–constantattendance
3.Miners'scheme:
–partial,gcneralin*
validity
–constantattendance
–occupationalin­
validity
4.Mariners'scheme:
–generalinvalidity
–constantattendance
–occupationalin­
validityI
I
I
JConcordance
1Concordance
1Concordance
Noconcordance
Concordance
Noconcordance1
J
1
JConcordance
Concordance
Concordance
Noconcordance
Concordance
Noconcordance1
J
1
JConcordance
Concordance
Concordance
|Noconcordance
|Concordance
Noconcordance1
J
1
JConcordance
Concordance
Concordance
Noconcordance
|Concordance
Noconcordance
5<t1.Generalscheme:
invalidity–manual
workers
–invalidity–clerical
staff
2.Marinersscheme:
UnfitnessforseafaringConcordanoe
NoconcordanceConcordance
NoconcordanceConcordance
NoconcordanceConcordance
Noconcordance
*2w-iSoWorkers'
Invalidity–manualworkers
Invalidity–clerical»taffConcordanceConcordance j
ii
iConcordance Concordance

FRANCE
Scheme*administered b*FrenchinwitutiontenwhkHthe«kct«onitbindinginaxiofconcordance
MrmtttjSchtmeiMlmmitrercdby
MemberSta?e»*ioititutiont
havingtakenadecision
ttcofnismgtKedecreeof
invalidityCeneraitcKeme |AgricufcuratKhcme I|MinetVKScmc IMarinenKhemc
MJMt
CroopICroupnGro«rlît
:Contint
Iattendanceinvalidity|Tm.il
|invalidityConstant
actcndancc».
CCKTJI
invjIfcJityIComtant
1JttenUiiMIOCCU-
Ipjtionjt
Iinvalidity•encra!
|invalidityTotal
occu-
pational
inv.iliditvCMtnnt
«tendance
ι
1.Ccneralschenie Concord­
ance INocon­
cordanceNocon­
cordanceConcord­
anceNocon­
cordanceNocon­
cordanceConcord­
anceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance|Nocon­cordance
So5I2.Miners*scheme:
–partialgenera!invalidity Concord­
anceNocon­
cordanceNocon­
cordanceConcord­
anceNocon­
cordanceNocon­
cordanceConcord­
ance•Nocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
mJtuA–occupationalinvalidity Nocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon-.
cordanceNocon-
cord-
ance*
3.Mariners*scheme Concord­
ance1Nocon­
cordanceNocon­
cordanceConcord­
ance1Nocon­
cordanceNocon­
cordanceConcord­
ance'Nocon»
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
1.Généralscheme:
con-cord-ance4►
ν–invalidity–manualworkersNocon­
cordanceNocon­
cordanceCon­cord-ance<Nocon­
cordanceNocon­
cordanceIcon­
|cord-;&nee4Nocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
&–•invalidity–clericalstaff►Con­
cordanceNocon­
?cordanceNocon­
cordance^con­
cordanceNocon­
cordanceNocon­
cordancecon­
cordance-Nocon­
icordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNo,con­
cordance
2.Marinersscheme: Nocon­
cordanceNocon­
cordance'Nocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
O
g
oInvalidity–thanualworkersConcord­
anceNocon­
cordanceNocon­
cordanceConcord­
anceNocon­
cordanceNocon­
cordanceConcord­
anceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
2
WJ
X
m*Invalidity–clericalscaffNocon­
cordanceNocon­
cordanceNocon-I
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordanceNocon­
cordance
INocon-|
cordance
ιNocon­
cordanceNocon­
cordanceNocon­
cordance
•tnwfA/j*the bftSeBeftianimiitutiooitcentralinvalidity.
*On!tifthe!UVj<*involutionhatretexistedthat(heworkeritw«f»tforworkundergrvunJoratcrouftl!e*et.

-76-
ITALY
(tomber
StatesSchemesMmimiterMbfMember
forct*ifl<rituiiontwhohavetakena
dcriMOfirco^rmmpthedegreeof
invaliditySchemesadministeredbyItalianinsfituvionsonwhichthedecisionifbindingincikiofconcordance
GeneralKheme
Manualworhera ClericalMailMariner*
Unfitnetiloinavigation
1.Generalicheme
2.Minersscheme:
–pirti.ilgeneralin*
validity
–occupational in­
validity
3.Mariners'scheme:
–unfitness(orseafaringConcordance
Concprdance
Noconcordance
NoconcordanceConcordance
Concordance
Noconcordance
NoconcordanceNoconcordance
Hoconcordance
Noconcordance
Noconcordance
1.Generalscheinc:
–CroupIII(constant
attemlaïKc)
–GroupII
–GroupI
2.Agriçulturalschemc:
–tot.ilgêneraiin-
validity
–partialgeneralin*
validity
–constantattendance
i.Miners'scheme:
partialgeneralin*
validity
•–constantattendance
•'-occupational In­
validity
4.Mariners'Kheme:
–partialgeneralin­
validity
–constantattendance
–occupational in­
validityConcordance Concordance
Concordance . Concordance
Concordance
NoconcordanceConcordance
Noconcordance
Noconcordance NoconcordanceNoconcordance
Noconcordance
Noconcordance
Noconcordance
Noconcordance
Invalidity–manualworkers
Invalidity–clericalstaffConcordance
NoconcordanceConcordance
NoconcordanceNoconcordance

-77-
LUXEMBOURG
Scheme*administeredbyinstitution*ofMemberState*which
haretaken*decuiunrecognitionthedegree©(InvalidityScheme*adminittered bjrLvtemboiiri in*ntui*onion«rh*ck
decittonitbindinginw*etoftuiKnrJ.iiKC
workersInvalidity–
manualworkersInvalidity *–
clericalworked
1.Generalschcmt
XMiner*'scheme:
–partialgeneralinvalidity
–occupationalinvalidity
3.Mariner*'«chcmcConcordance
uNo;concordanoe4
Noconcordance
Concordance *Concordance
>-Noconcordance ^
Noconcordance
Concordance 1
1.General«chcmc:
–GroupIII(constantattendancc)
–iGroupII
–GroupI
2.Acriculturalschcme:
–totalgcneralinvalidity
–*/•gcneralinvalidity
–constantattendance
3.Miners'scheme:
–■V»generalinvalidity
–constantattendance
–occupationalinvalidity
4.Mariners'scheme:
–partialgeneralinvalidity
–constantattendance
–occupationalinvalidityConcordance Concordance
Concordance
Concordance
Hoconcordance
Concordance
NoconcordanceConcordance
Concordance
Noconcordance
Concordance
Noconcordance
LGeneralschcme:
–invalidity–manualworkers
–invalidity–clericalstaff
2.Mariners'scheme:
–■unfitness(orseafaring
'hwlMMÜMImUiifwuliidkrih*WlaifmmntimI*atMttlmitUilf.tëbncordanoet
NoconcordanceConcordance

ANNEX V
(Article 78oftheDécision )
Part A–Special procedures forapplying thelegislations ofcertain Member
States
A.BELGIUM
1»Theprovisions ofArticle l(a)(i )oftheDecision shall notapply to
self–employed persons ortoother persons receiving medical treatment
under thelawof9August 1963 ontheestablishment andorganization
ofacompulsory sickness andinvalidity insurance scheme ,unless they
receive thesame protection asemployed persons inrespect ofsuch
treatment •
2.Fortheapplication oftheprovisions ofChapters 6and7ofTitle II
ofPart IIoftheDecision "bytheoompetent Belgian institution ,a
child shall "beconsidered tohave been brought upintheMember State
inwhose territory heresides .
3»Forthepurposes ofArticle 44(1 )oftheDecision ,old–ageinsurance
periods completed under Belgian legislation before 1January 1945 shall
also beconsidered asinsurance periods completed under theBelgian
legislation onthegeneral invalidity scheme andthemariners *scheme .
4*Forthepurposes ofArticle 38(3 )(a)(ii)only periods during which the
worker wasincapable ofworking within themeaning ofBelgian legislation
are taken into account .
5.This Decision does notapply totheguaranteed income forelderly
persons ortoallowances fordisabled persons .

-79-
B.DENMARK
1.Anyperson who ,from thefact ofpursuing anactivity asanemployed
person ,issubject tolegislation onaccidents atwork andoccupational
diseases shall beconsidered aworker within themeaning of
Article l(b)(ii )ofthis Decision .
2»Workers ,applicants forpensions andpensioners with members oftheir
family refrrred toinArticles 16,19(1 )and .(3)f22(2),23(1),25(l)(a ),
27and29oftheDecision ,resident orstaying inDenmark shall be
entitled tobenefits inkind onthesame terms asthose laid down by
Danish legislation forpersons insured inClass 1ofthegeneral sickness
insurance scheme .
3.Inorder todetermine whether entitlement tobenefits inkind has been
acquired pursuant toArticles 190 )(a)and29oftheDecision ,"member
ofthefamily "shall mean anyperson regarded asamember ofthefamily
under thegeneral sickness insurance scheme .
4*Inorder todetermine whether theconditions ofaright tomaternity
benefits laid down inChapter 12oftheLawonthedaily cash benefits
forsickness ormaternity aresatisfied inthe case where theperson
concerned was notsubject totheDanish legislation throughout the
whole period referred toinArticle 34(1 )or(2)oftheaforementioned
Law :
(a)account shall betaken oftheinsurance periods completed ,as
appropriate ,under thelegislation ofaMember State other than
Denmark ,during which theperson concerned wasnotsubject tothe
Danish legislation ,asifthose periods completed were under the
latter legislation ,and
(b)theperson concerned shall bedeemed tohave received during the
periods taken into account anaverage salary equal tothat ofthe
average salary confirmed ashaving been paid during theperiods
completed under theDanish legislation forthesaid periods of
reference .

-80-
5.Theperiods during which afrontier worker residing within theterritory
ofaMember State other than Denmark has worked inDenmark are to "be
considered asperiods ofresidence forthepurposes ofDanish legislation .
Thesame shall apply tothose periods during which such aworker isposted
totheterritory ofaMember State other than Denmark .
6.Article 1(1)No2oftheLawongeneral pensions ,Article 1(1)No2of
theLawoninvalidity pensions andArticle 2(1)No2ofthelawonwidows *
pensions arenotapplicable toworkers ortheir survivors whose residence
isintheterritory ofaMember State other than Denmark ,orwhoreside
inTunisia /Morocco /Algeria /Portugal .
7.Forthepurposes ofapplying Article 10(2 )ofthis Decision toDanish
legislation ,disability ,old-age andwidows *pensions shall beconsidered
asbenefits ofthe same kind .
8.TheDanish legislation governing general andwidows *pensions isapplicable
tothewidow ofaworker subject totheDanish legislation ,even ifshewas
not resident inDenmark .
9.Theterms oftheDecision shall bewithout prejudice totheprovisional
rules under theDanish Laws of7June 1972 onthepension rights of
Danish nationals having their effective residence inDenmark fora
specified period immediately preceding thedate oftheapplication .
10.When aTunisian /Moroccan /Algerian /Portuguese worker towhom this Decision
applies hasbeen subject toDanish legislation andtothe legislation of
oneormore other Member States ,andfulfils therequirements fora
disability pension under Danish legislation ,hisentitlement tosuch
pension shall besubject tothecondition that hehasbeen resident in
Denmark foraperiod ofatleast oneyear andduring that period hasbeen
capable ,physically andmentally ,ofcarrying outanormal occupation .
11.Thefollowing provisions shall apply until theentry into force ofa
bilateral social security convention between Denmark andTunisia /Morocco /
Algeria /Portugal :

-81-
When aTunisian /Moroccan /Algerian /Portuguese worker towhom this Decision
applies has "been subject toDanish legislation andnottothelegislation
ofanother Member State ,hisentitlement andthat ofhissurvivors toold-
age,disability anddeath benefits (pensions )shall bedetermined in
accordance with thefollowing provisions :
(a)Tunisian /Moroccan /Algerian /Portuguese nationals resident inDenmark
shall beentitled toanold-age pension granted inaccordance with
Danish legislation if,between theageof18andtheminimum agefor
entitlement toanold-age pension ,they have been resident inDenmark
foratleast fifteen years ,atleast five ofwhich immediately
preceded thedate oftheapplication forapension ;
(b)Tunisian /Moroccan /Algerian /Portuguese nationals resident inDenmark
shall beentitled toadisability pension granted inaccordance with
Danish legislation ifthey have been resident inDenmark foratleast
five years immediately preceding thedate oftheapplication fora
pension andduring that period have been capable ,physically and
mentally ,ofcarrying outanormal occupation ;
(c)Tanisian /Moroccan /Algerian /Portuguese nationals resident inDenmark
shall beentitled toawidow 'spension granted inaccordance with
Danish legislation
–ifthedeceased spouse haxibeen resident inDenmark after theage
of18foratleast five years immediately preceding thedate of
death ,
-orifthewidow hadbeen resident inDenmark foratleast five years
immediately preceding thedate oftheapplication forapension .

-82-
C.GERMANY
1a(a)Inorder todetermine whether periods considered "byGerman legislation
asinterrupted periods (Ausfallzeiten )orsupplementary periods
(Zureohnungszeiten )should betaken into account assuch ,compulsory
contributions paid under thelegislation ofanother Member State and
insurance under thepensions *insurance scheme ofanother Member State
shall betreated ascompulsory contributions paid under German
legislation andasinsurance under theGerman pension insurance schemea
When calculating thenumber ofcalendar months which have elapsed
between thedate ofentry into theinsurance scheme andthe
materialisation oftherisk ,periods taken into consideration under
thelegislation ofanother Member State which fall between those two
dates shall notbetaken into account ,neither shall periods during
which theperson concerned hasbeen inreceipt ofapension #
(b)Subparagraph (a)shall notapply tothestandard interrupted period
(pauschale Ausfallzeit )aThis shall bedetermined exclusively on
thebasis ofinsurance periods completed inGennany ,
(c)Thetaking into account ofanadditional period (Zurechnungszeit )in
pursuance ofGerman legislation onpension insurance forminers shall ,
moreover ,besubject ,tothecondition that thelast contribution p&id
under German legislation waspaid into thepension insurance forminersa
(d)Forthepurpose oftaking into account German substitute periods
(Ersatzzeiten ),only German national legislation shall applya
(e)Bywayofderogation from theprovision laid down insubparagraph (d),
thefollowing provision shall apply topersons insured under theGerman
pension insurance scheme whowere residing inGerman territories under
Netherlands administration during theperiod from 1January 1948 to
31July 1963 ;forthepurpose oftaking into account German substitute
periods (Ersatzzeiten )within themeaning ofArticle 1251(2 )ofthe
German social security law (RVO)orcorresponding provisions ,payment
ofcontributions toNetherlands insurance schemes during that period
shall betreated asequivalent tohaving been employed orhaving
pursued anactivity ccmiing tinder compulsory insurance within the
meaning ofGerman legislation .

-83-
2.Where payments to "bemade into German sickness insurance funds are
concerned ,compulsory payment ofthecontributions referred toin
Article 23(2 )ofthis Decision shall "besuspended until adecision ismade
concerning pension claims .
3.Ifapplication ofthis Decision orofsubsequent social security Decisions
involves exceptional expenses forcertain sickness insurance institutions ,
such expenses may "bepartially ortotally reimbursed .TheFederal
Association ofRegional Sickness Funds ,initsfunction ofliaison agency
(sickness insurance )shall decide onsuch reimbursement bycommon agreement
with the other Central Associations ofSickness Funds . The resources needed
foreffecting such reimbursements shall beprovided bytaxes imposed onall
sickness insurance institutions inproportion totheaverage number of
members during thepreceding year ,including retired persons .
4.Ifthecompetent institution forgranting family benefits inaccordance
with Title II,Chapter 6ofPart IIoftheDecision isaGerman institution ,
aperson compulsorily insured against therisk ofunemployment oraperson
who ,asaresult ofsuch insurance ,obtains cash benefits under sickness
insurance orcomparable benefits shall beconsidered asaworker (Article 1(a)
oftheDecision ).
5.Forthepurposes ofthis Decision ,thelump-sum contributions towards
medical treatment forconfinement ,granted under German legislation to
insured persons andmembers oftheir families shall beconsidered asa
benefit inkind .
6.Ifthebenefits inkind which areprovided byGerman institutions ofthe
place ofresidence topensioners ortothemembers oftheir family who
are insured with thecompetent institutions ofother Member States have
toberefunded onthebasis ofmonthly lump sums such benefits shall ,for
thepurpose offinancial equalizing between German sickness insurance
institutions forpensioners ,bedeemed tobebenefits payable under the
German sickness insurance scheme forpensioners ;lump sums reimbursed
bythe competent institutions ofother Member States totheGerman
institutions oftheplace ofresidence shall bedeemed toberevenue to
betaken into account inthis equalization .

-84-
7.Article 8ofthis Decision shall notaffect theprovisions under which
accidents (andoccupational diseases )occurring outside theterritory of
theFederal Republic ofGermany ,andperiods completed outside that
territory ,donotgive rise topayment ofbenefits ,oronly give rise to
payment of "benefits under certain conditions ,when those entitled tothem
reside outside theterritory oftheFederal Republic ofGermany .
8.Article 1233 oftheinsurance code (RVO)andArticle 10oftheclerical
staff insurance law (AVG),asamended bythepension reform lawof
16October 1972 ,which govern voluntary insurance under German pension
insurance schemes ,shall apply toTunisian /Moroccan /Algerian /Portuguese
nationals who fulfil thegeneral conditions :
(a)iftheperson concerned hashispermanent address orresidence inthe
territory oftheFederal Republic ofGermany ;
(b)iftheperson concerned hashispermanent address orresidence inthe
territory ofanother Kember State andatanytime previously contributed
compulsorily orvoluntarily toaGerman pension insurance scheme .

\-85-
D.FRAITCE
1.Theprovisions oftheDecision shall notaffect theprovisions ofFrench
legislation under which only periods ofwork asemployed persons orperiods
treated assuch which arecompleted intheterritories oftheEuropean
departments andtheoverseas departments (Guadeloupe ,Guiana ,Martinique
andReunion )oftheFrench Republic shall hetaken into consideration for
acquisition oftheright totheallowance forelderly employed persons .
2.Thespecial allowance andcumulative indemnity provided forbythespecial
legislation forsocial security inthemines shall beprovided only for
workers employed inFrench mines .
3.Within themeaning ofArticle 66(3 )oftheDecision ,theexpression
"family benefits *shall include :
(a)prenatal allowances provided forinArticle L516oftheSocial Security
Code ;
(b)thefamily allowances provided forinArticles L524andL531ofthe
Social Security Code ;
(c)thecompensatory allowance forscheduled taxes provided forin
Article L532oftheSocial Security Code ;
However ,this benefit canonly bepaid ifthewage orsalary received
during theperiod oftheposting issubject totaxonincome inFrance ;
(d)thesingle wage orsalary allowance provided forinArticle L533of
theSocial Security Code .
4.TheDecision shall notapply tothesupplementary allowance oftheNational
Mutual Aid Fund .

-86-
E.IRELAND
1.Anyperson who iscompulsorily orvoluntarily insured pursuant tothe
provisions ofSection 4oftheSocial Welfare Act1952 shall beconsidered ,
aworker within themeaning ofArticle 1(b)(ii)ofthis Decision *
2.Workers andpensioners ,together with members oftheir families referred
toinArticle 16,190 )and (3)f22(3),23(1 )andArticles 26,27and29
oftheDecision ,resident orstaying inIreland ,shall beentitled ,free
ofcharge ,toanysuch form ofmedical treatment asisprovided forby
Irish legislation ,where thecost ofthis treatment ispayable bythe
institution ofaMember State other than Ireland .
3.Forthepurposes ofapplying Article 10(2 )ofthis Decision toIrish
legislation ,disability ,old-age andwidows' pensions shall beconsidered
asbenefits ofthe same kind .
4.Forthepurpose ofcalculating earnings fortheaward ofearnings-related
benefits payable with sickness andmaternity benefits under Irish legislation ,
aworker shall ,inderogation from Article 20(1 )oftheDecision ,becredited
foreach week ofemployment completed under thelegislation ofanother Member
State during therelevant income-tax year with anamount equivalent tothe
average weekly earnings inthat year ofmale andfemale workers ,respectively .
5.Forthepurpose ofdetermining entitlement tobenefits inkind pursuant to
Article 190)(a )andArticle 29oftheRegulation ,"member ofthefamily "
shall mean anyperson regarded asadependant oftheworker forthepurposes
oftheHealth Acts 1947-1970 .
6.Forthepurpose ofapplying Article 38(3 )(a)(ii)only periods during which
theworker wasincapable ofworking within themeaning ofIrish legislation
are taken into account .

-87-
i
7»ForthepurposeofapplyingArticle42(2),theworkershall"bedeemed
expresslytohaverequestedthewaivingoftheawardoftheold-agepension
towhichheisentitledunderIrishlegislationifhehasnotactually
retired,whereretirementisaconditionforreceivingtheold-agepension.

-83-
F.ITALY
None .
G.LUXEMBOURG
1.Bywayofderogation from Article 82(2 )oftheDecision ,insurance periods
orperiods treated assuch completed before 1January 1946 under Luxembourg
legislation forinvalidity ,old-age ordeath pension insurance shall only
betaken into consideration forthepurpose ofapplying this legislation
totheextent that rights intheprocess ofbeing acquired should be
maintained until 1January 1959 orsubsequently recovered inaccordance
with that legislation alone ,orinaccordance with bilateral conventions
inforce ortobeconcluded .Where several bilateral conventions apply ,
theinsurance periods orperiods treated assuch dating thefarthest back
shall betaken into consideration .
2.Forthepurpose ofgranting thefixed part ofLuxembourg pensions ,
insurance periods completed under Luxembourg legislation byworkers not
residing inLuxembourg territory shall ,asfrom 1October 1972 ,betreated
asperiods ofresidence .
3. wayofderogation from Chapter 3ofTitle IIofPart IIofthis Decision ,
thefixed part ofLuxembourg pensions iscalculated inaccordance with
Luxembourg legislation .
4.Thesupplement tomake uptheminimum pension aswell asthechildren 's
supplement inLuxembourg pensions shall begranted inthesame proportion
asthe fixed part .

-89-
hT.NETHERLANDS
1.Sickness insurance (benefits inkind )
(a)Chapter 1ofTitle IIofPart IIofthis Decision applies only to
persons who are entitled tobenefits inkind pursuant tothe law on
sickness fund insurance (Ziekenfondswet ).
(b)Aperson receiving anold-age pension under Netherlands legislation
andapension under thelegislation ofanother Member State shall ,
forthepurposes ofArticle 24and/orArticle 25,beconsidered to
beentitled tobenefits inkind ifhesatisfies the conditions
required forentitlement tosickness insurance forelderly persons
ortovoluntary insurance ,referred tointhelawonsickness fund
insurance (Ziekenfondswet ).
This provision also applies toamarried woman whose husband is
receiving anold-age pension formarried persons under Netherlands
legislation andwho fulfils theconditions required forentitlement
tosickness insurance forelderly persons ortovoluntary insurance ,
referred tointhe lav ;onsickness fund insurance .
(c)Aperson receiving anold-age pension under Netherlands legislation
whoresides inanother Member State shall ,ifheisinsured under
thesickness insurance scheme forelderly persons orunder the
voluntary insurance scheme ,referred tointhelawonsickness fund
insurance ,pay ,inrespect ofhimself and ,where appropriate ,ofthe
members ofhisfamily ,acontribution calculated onthebasis ofhalf
theaverage cost incurred intheNetherlands formedical treatment
foranelderly person andmembers ofhisfamily .Under thecompulsory
insurance scheme administered bytheZiekenfondswet ,areduction is
applied tothis contribution ,asitistothecontributions ,which
arefixed onthesame basis ,paid bypersons whoreside inthe
Netherlands and who are insured with the sickness insurance scheme
forelderly persons .

(d)Aperson whoisnotreceiving anold-age pension under Netherlands
legislation ,and ,ifsheismarried ,ifherhusband isnotreceiving
apension formarried persons under that legislation ,shall ,ifheor
sheresides inanother Member State andinsured under thevoluntary
scheme referred tointheZiekenfondswet ,payforhimself orherself
andforallmembers ofthefamily whohave reached theageofsixteen ,
acontribution equal tohalf theaverage contribution laid down by
Netherlands sickness funds forvoluntarily insured persons whoreside
intheNetherlands .Thecontribution isrounded uptothenearest
guilder .
Application ofNetherlands legislation ongeneral old-age insurance
(a)Insurance periods before 1January 1957 during which arecipient ,
notsatisfying theconditions permitting himtohave such periods
treated asinsurance periods ,resided intheterritory ofthe
Netherlands after theageof15orduring which ,whilst residing in
theterritory ofanother Member State ,hepursued anactivity asan
employed person intheNetherlands foranemployer established inthat
country ,shall also beconsidered asinsurance periods completed in
application ofNetherlands legislation forgeneral old-age insurance .
(b)Periods tobetaken into account inpursuance ofsubparagraph (a)
above shall notbetaken into account ifthey coincide with periods
taken into account forthecalculation ofthepension payable under
thelegislation ofanother Member State inrespect ofold-age insurance .
(c)Asregards amarried woman whose husband isentitled toapension under
Netherlands legislation ongeneral old-age insurance ,periods ofthe
marriage preceding thedate when shereached theageofsixty-five
years andduring which sheresided intheterritory ofoneormore
Member States shall also betaken into account asinsurance periods ,
insofarasthose periods coincide with insurance periods completed
byherhusband under that legislation andwith those tobetaken into
account inpursuance ofsubparagraph (a).

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(d)Periods to "betaken into account inpursuance ofsubparagraph (c)
shall notbetaken into account where they coincide with periods taken
into account forcalculating apension payable tothemarried woman in
question under theold-age insurance legislation ofanother Member State
orwith periods during which shereceived anold-age pension in
pursuance ofsuch legislation .
(e)Asregards awoman whohasbeen married andwhose husband hasbeen
subject toNetherlands legislation onold-age insurance ,orisdeemed
tohave completed insurance periods inpursuance ofsubparagraph (a),
theprovisions ofthetwopreceding subparagraphs shall apply by
analogy .
(f)Theperiods referred toinsubparagraphs (a)and (c)shall only be
taken into account forcalculation oftheold-age pension ifthe
person concerned hasresided forsixyears intheterritory ofoneor
more Member States after theageoffifty-nine years andforaslong -
asthat person isresiding intheterritory ofoneofthose Member
States .
3.Application ofNetherlands legislation ongeneral insurance forwidows
and orphans
(a)Forthepurposes ofArticle 44(1 )oftheDecision ,periods before
1October 1959 during which theworker resided intheterritory of
theNetherlands after theageoffifteen years orduring which ,whilst
residing intheterritory ofanother Member State ,hepursued an
activity asanemployed person intheNetherlands foranemployer
established inthat country shall also beconsidered asinsurance
periods completed under Netherlands legislation relo /ting togeneral
insurance forwidows andorphans .
(b)Periods tobetaken into account iripursuance ofsubparagraph (a)
shall notbetaken into account where they coincide with insurance
periods completed under thelegislation ofanother State inrespect
ofsurvivors *pensions .
4»Application ofNetherlands legislation oninsurance against incapacity
for work
(a)Forthepurposes ofArticle 44(1)oftheDecision periods ofpaid
employment andperiods treated assuch completed under Netherlands

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legislation "before 1July 19°7 shall also beconsidered asinsurance
periods completed under Netherlands legislation oninsurance against
incapacity forwork .
(b)Theperiods tobetaken into account inpursuance ofsubparagraph (a)
shall beconsidered asinsurance periods completed under alegislation
ofthetype referred toinArticle 35(1 )of "theDecision .
5*Application ofNetherlands legislation ongeneral disablement insurance
(a)Forthepurposes ofArticle 44(1 )»only insurance periods completed
under Netherlands legislation which coincide with insurance periods
completed under Netherlands legislation oninsurance against incapacity
forwork shall beconsidered asinsurance periods completed under
Netherlands legislation ongeneral disablement insurance .
(b)Ifthebenefit payable under legislation oninsurance against
incapacity forwork calculated inaccordance with Article 44(1 )is
higher than thebenefit payable under legislation ongeneral
disablement insurance ,thelatter benefit isnotpaid .
6.Application ofcertain transitional provisions
Article 43(1 )does notapply when entitlement tobenefits isbeing
assessed pursuant tothetransitional provisions oflegislation ongeneral
old-age insurance (Article 44)jgeneral widows' andorphans *insurance and
general disablement insurance .

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I.UNITED KINGDOM
1.Allpersons whoareemployed earners within themeaning ofthelegislation
ofGreat Britain andNorthern Ireland andallpersons required topay
contributions asemployed persons within themeaning ofthelegislation
ofGibraltar shall beregarded asworkers forthepurposes of
Article l(a)(ii )oftheDécision .
2.When aperson who isnormally resident inGibraltar orwhohasbeen
required ,since helast arrived inGibraltar ,topaycontributions under
Gibraltar lawasanemployed person ,applies ,asaresult ofincapacity
towork ,pregnancy orunemployment ,forexemption from thepayment of
contributions over acertain period ,andasks forcontributions forthat
pericd tobecredited tohim ,anyperiod during which that person hasbeen
working intheterritory ofanother Member State shall ,forthepurposes
ofhisapplication ,beregarded asaperiod during which hehasbeen
employed inGibraltar andforwhich hehaspaid contributions asanemployed
worker inaccordance with Gibraltar legislation .
3.Forthepurposes ofTitle II,Chapter 3ofPart IIoftheDecision ,where ,
inaccordance with United Kingdom legislation ,awoman applies foranold-
agepension
(a)onthebasis ofherhusband 'sinsurance ;or
(b)onthebasis ofherpersonal insurance ,andwhere ,because themarriage
hasended asaresult ofthedeath ofthehusband ,orforother reasons ,
thecontributions paid bythelatter aretaken into account forthe
determination ofpension rights ,
anyreference toaperiod ofinsurance completed byhershall beconsidered ,
forthepurposes ofestablishing theannual average ofthecontributions
paid byherhusband orcredited tohim ,toinclude reference toaperiod
ofinsurance completed bythehusband .
4»(a)Where ,inaccordance with Title IIofPart IIoftheDecision ,United
Kingdom legislation applies toaworker whodoes notsatisfy the
qualifying condition laid down byUnited Kingdom legislation for
entitlement tochild benefits ,viz.
(i)presence inGreat Britain or,where appropriate ,inNorthern
Ireland ;heshall bedeemed tobepresent there inorder to
fulfil that condition ;

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(ii)aperiod ofpresence inGreat Britain or,where appropriate ,in
Northern Ireland ;insurance periods orperiods ofemployment
completed under thelegislation ofanother Member State shall "be
deemed to "beperiods ofpresence inGreat Britain or,where
appropriate ,inNorthern Ireland forthepurpose ofsatisfying
that condition .
(b)With regard toapplications forfamily allowances under thelegislation
ofGibraltar ,subparagraphs (i)and (ii)shall apply byanalogy .
5.Anyworker subject toUnited Kingdom legislation inaccordance with the
provisions ofTitle IIofPart IIoftheDecision shall betreated ,for
thepurposes ofentitlement totheattendance allowance :
(a)asifhisplace ofbirth were within theterritory oftheUnited
Kingdom ,ifhisplace ofbirth iswithin theterritory ofanother
Member State ;and
(b)asifhehadbeen normally resident intheUnited Kingdom andhad
been there during anyperiod ofinsurance oremployment that hemay
have completed within theterritory orunder thelegislation ofanother
Member State .
6.This Decision shall notapply tothose provisions ofUnited Kingdom
legislation implementing asocial security agreement between theUnited
Kingdom andathird State other than Tunisia /Morocco /Algeria /Portugal .
7.Forthepurposes ofTitle II,Chapter 3ofPart IIoftheDecision no
account shall betaken ofgraduated contributions paid bytheinsured
person under United Kingdom legislation orofgraduated retirement benefits
payable under that legislation .Theamount ofthegraduated benefits
shall beadded totheamount ofthebenefit dueunder theUnited Kingdom
legislation asdetermined inaccordance with thesaid chapter .Thetotal
ofthese twoamounts shall constitute thebenefit actually duetothe
person concerned .
8.Forthepurpose ofdetermining entitlement tobenefits inkind pursuant to
Articles 19(1)(a)and29ofthis Decision ,"member ofthefamily "shall mean :

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(a)under thelegislation ofGreat Britain andNorthern Ireland ,anyperson
regarded asadependant within themeaning oftheSocial Security Act ,
1975 ,ortheSocial Security (Northern Ireland )Act1975 ?
(b)under thelegislation ofGibraltar ,anyperson regarded asadependant
within themeaning oftheGroup Practice Medical Scheme Ordinance ,1973*
9.Forthepurpose ofapplying Article 10(2 )ofthis Decision tothe
legislation oftheUnited Kingdom ,invalidity ,oldageandwidows *pensions
shall beregarded asbenefits ofthesame kind .
10.(1)Unless provided otherwise inparagraph 12below ,forthepurpose of
calculating anearnings factor with aview todetermining theright
tobenefits under United Kingdom legislation ,each week during which
aworker hasbeen subject tothelegislation ofanother Member State
andwhich commenced during therelevant income taxyear within the
meaning ofUnited Kingdom legislation shall betaken into account in
thefollowing way :
(a)foreach week ofinsurance ,employment orresidence asaworker ,
theperson concerned shall bedeemed tohave paid contributions
asanemployed earner onthebasis ofearnings equivalent totwo-
thirds ofthat year 'supper earnings limit ;
(b)foreach full week during thewhole ofwhich hehascompleted a
period treated asaperiod ofinsurance ,employment orresidence ,
theperson concerned shall betreated ashaving acontribution
credited tohim ,butonly totheextent required tobring his
total earnings factor forthat year tothelevel required tomake
that year areckonable year within themeaning ofUnited Kingdom
legislation oncontributions .
(2)Forthepurpose ofconverting anearnings factor into periods of
insurance ,theearnings factor achieved intherelevant income tax
year within themeaning ofUnited Kingdom legislation shall be
divided bythat year 'slower earnings limit .Theresult shall be
expressed asawhole number ,anyremaining fraction being ignored .
Thefigure socalculated shall betreated asrepresenting thenumber
ofweeks ofinsurance completed under United Kingdom legislation during
that year provided that such figure shall notexceed thenumber ofweeks

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duringwhichinthatyearthepersonwassubjecttothatlegislation.
11.ForthepurposeofapplyingArticle33(3)(a)(ii)onlyperiodsduringwhich
theworkerwasincapctieofworkingwithinthemeaningofUnitedKingdom
legislationaretakenintoaccount.
12.(1)Forthepurposeofcalculating,pursuanttoArticle44(1)(a)ofthe
Decision,thetheoreticalamountofthepartofthepensionwhichis
constituted "bytheadditionalelementwithinthemeaningofUnited
Kingdomlegislation :
(a)"wagesorsalaries,contributions orincreasesincontributions "
referredtoinArticle450)(*>)oftheDecisionshallbe
interpretedassurplusearningsfactorswithinthemeaningof
theSocialSecurityPensionsAct,19T5*°r"theSocialSecurity
Pensions(NorthernIreland.)Order,1975?
(b)meansurplusearningsfactorsshallbecalculatedinaccordance
withArticle45(0(b)of"theDecisionasinterpretedin
subparagraph (a)above,bydividingthetotalsurplusattained
underUnitedKingdomlegislation bythenumberoffinancialyears
(includingfractionsoffinancialyears)withinthemeaningof
UnitedKingdomlegislation completedunderthatlegislationsince
6April1978,duringthereferenceinsuranceperiod.
(2)Forthepurposeofcalculatingtheamountofthepartofthepension
whichisconstituted bytheadditionalelementwithinthemeaningof
UnitedKingdomlegislation,"periodsofinsuranceorresidence"
referredtoinArticle44(1)oftheDecisionistobeinterpretedas
meaningperiodsofinsuranceorresidencecompletedafter6April1978.