Aviso n.º 9/2019

Definições

Para efeitos de aplicação do presente Acordo Administrativo, adiante designado por Acordo, os termos e as expressões nele utilizados têm o mesmo significado que lhes é atribuído no artigo 1.º da Convenção.

Artigo 2.º

Organismos de ligação

1 -Nos termos do disposto na alínea d) do n.º 1 do artigo 13.º da Convenção, são designados «organismos de ligação»:
1. a)Pela República Portuguesa, a Direção-Geral da Segurança Social;
2. b)Pela República da Índia, o Fundo de Pensões dos Trabalhadores Assalariados (Employees' Provident Fund Organisation).
2 -Aos organismos de ligação compete, designadamente:
1. a)Definir, de comum acordo, os modelos de formulários e os procedimentos necessários à aplicação da Convenção e do presente Acordo;
2. b)Tomar medidas com vista a informar os interessados sobre os seus direitos e procedimentos adequados para o seu exercício;
3. c)Promover o intercâmbio de estatísticas relativas ao número de formulários emitidos nos termos do artigo 5.º do presente Acordo e aos pagamentos efetuados a beneficiários em aplicação da Convenção. Estas estatísticas terão uma periodicidade anual, serão disponibilizadas em suporte eletrónico e delas constará o número de beneficiários e os montantes totais das prestações pagas.

Artigo 3.º

Troca eletrónica de dados

Não obstante o disposto na alínea a) do n.º 2 do artigo 2.º, as instituições competentes acordam na troca eletrónica de dados com a brevidade possível, caso estejam cumpridos os requisitos legais e técnicos nos dois países.

Artigo 4.º

Regras relativas à totalização de períodos de seguro

Para a totalização dos períodos de seguro cumpridos ao abrigo das legislações das duas Partes prevista na Convenção, as instituições competentes aplicam as seguintes regras:

a)Sempre que um período de seguro cumprido nos termos de um regime obrigatório ao abrigo da legislação de uma Parte coincida, no todo ou em parte, com um período de seguro cumprido nos termos de um regime voluntário ao abrigo da legislação da outra Parte, a instituição competente apenas toma em consideração o período de seguro obrigatório;
b)Sempre que um período de seguro, que não seja um período equiparado, cumprido ao abrigo da legislação de uma Parte, coincida com um período equiparado cumprido ao abrigo da legislação da outra Parte, apenas o primeiro período é tomado em consideração na parte que não for coincidente;
c)Qualquer período considerado equiparado, simultaneamente, no todo ou em parte, ao abrigo das legislações das duas Partes, apenas é tomado em consideração pela instituição da Parte a cuja legislação o segurado esteve sujeito a título obrigatório em último lugar antes do referido período na parte que não for coincidente;
d)No caso referido na alínea c), sempre que o segurado não tenha estado sujeito a um regime obrigatório ao abrigo da legislação de uma Parte antes do referido período, este último é tomado em consideração pela instituição competente da Parte a cuja legislação esteve sujeito a título obrigatório, pela primeira vez, após o período em questão;
e)Sempre que não puder ser determinada de maneira precisa a época em que certos períodos de seguro foram cumpridos ao abrigo da legislação de uma Parte, presume-se que esses períodos não se sobrepõem a períodos cumpridos ao abrigo da legislação da outra Parte e são tomados em conta, para efeitos da totalização dos períodos, na medida em que possam utilmente ser tidos em consideração.

Título II - Aplicação das disposições da Convenção relativas à determinação da legislação aplicável

Artigo 5.º

Formalidades em caso de destacamento de um trabalhador nos termos dos n.os 1 a 3 do artigo 8.º da Convenção

1 -Nos casos previstos nos n.os 1 a 3 do artigo 8.º da Convenção, a autoridade competente ou a instituição competente em que o trabalhador se encontra inscrito envia à entidade patronal ou ao trabalhador, conforme se trate de um trabalhador por conta de outrem ou de um trabalhador independente, a seu pedido, um atestado que comprove que ele continua sujeito à legislação aplicada pela referida autoridade ou instituição com indicação do período provável do destacamento.
2 -O atestado referido no n.º 1 contém todas as informações relativas ao trabalhador e ao seu empregador, bem como a duração do período de destacamento, a designação e o endereço da empresa ou entidade onde será executado o trabalho, o carimbo da autoridade ou da instituição competentes e a data de emissão deste formulário.
3 -Se o trabalhador terminar o destacamento antes da data prevista para o fim do período de destacamento, a empresa que normalmente o emprega deve comunicar esta nova situação à autoridade ou instituição competentes da Parte onde se encontra segurado o trabalhador, a qual informa de imediato a autoridade ou instituição competente da outra Parte.
4 -No caso de fundadas dúvidas sobre a autenticidade ou exatidão de um formulário, as instituições competentes dos dois países resolvem a questão através de negociação direta.

Título III - Aplicação das disposições da Convenção relativas às pensões por invalidez, por velhice e por sobrevivência

Artigo 6.º

Apresentação do pedido de prestações - Aplicação dos artigos 11.º e 12.º da Convenção

1 -Para beneficiar das pensões por invalidez, velhice e sobrevivência previstas nos artigos 11.º e 12.º da Convenção, o trabalhador ou o seu sobrevivente, residente em Portugal ou na Índia, apresenta o pedido à instituição competente da Parte em cujo território reside, em conformidade com as modalidades estabelecidas na legislação aplicada por essa instituição.
2 -Sempre que o interessado resida no território de um terceiro Estado, envia o pedido à instituição competente da Parte a cuja legislação o trabalhador esteve sujeito em último lugar.
3 -Se o pedido for apresentado a uma instituição que não é uma das referidas nos n.os 1 e 2 do presente artigo, esta remete-o imediatamente à instituição à qual deveria ter sido apresentado, indicando a data em que o mesmo foi recebido.
4 -A data referida no n.º 3 é considerada como data da apresentação do pedido junto da última das referidas instituições.

Artigo 7.º

Documentos e informações

A apresentação dos pedidos referidos no artigo 6.º do presente Acordo está sujeita às seguintes regras:

a)O pedido deve ser acompanhado dos documentos justificativos exigidos e deve ser feito no formulário previsto pela legislação:
1. i)Da Parte em cujo território reside o requerente, no caso previsto no n.º 1 daquele artigo 6.º;
2. ii)Da Parte a cuja legislação o trabalhador esteve sujeito em último lugar, no caso previsto no n.º 2 do mesmo artigo 6.º
b)A exatidão das informações prestadas pelo requerente deve ser comprovada através de documentos oficiais anexados ao formulário de pedido ou confirmada pelas entidades competentes da Parte a que pertence a instituição que recebeu o pedido;
c)O requerente deve indicar, na medida do possível, a instituição ou instituições das duas Partes em que o trabalhador esteve inscrito, bem como a entidade ou entidades patronais a que o mesmo prestou serviço nas referidas Partes.

Artigo 8.º

Formulário a utilizar para a instrução dos pedidos

1 -Para a instrução dos pedidos de prestações, a instituição que recebe o pedido utiliza um formulário de ligação que envia, em duplicado, à instituição competente da outra Parte.
2 -A transmissão do formulário de ligação substitui a remessa dos documentos justificativos desde que os dados nele constantes sejam autenticados pela instituição que o remete, a qual deve certificar que os documentos originais constantes do processo confirmam os dados contidos no formulário.

Artigo 9.º

Procedimentos a seguir pelas instituições competentes

1 -A instituição que recebe o pedido indica, no formulário previsto no artigo 7.º do presente Acordo, a data em que o pedido foi apresentado, os períodos de seguro cumpridos pelo trabalhador ao abrigo da legislação por ela aplicada, bem como os eventuais direitos decorrentes desses períodos.
2 -Sempre que se trate de um pedido de prestações de invalidez, deve a instituição referida no n.º 1 do presente artigo juntar ao formulário de ligação os relatórios médicos (atestados) de que disponha para efeitos de aplicação da sua própria legislação.
3 -A instituição competente da outra Parte completa o formulário de ligação com a indicação dos períodos de seguro cumpridos ao abrigo da sua legislação e os eventuais direitos adquiridos pelo requerente, com recurso, se for caso disso, à totalização de períodos prevista no artigo 11.º da Convenção. De seguida, esta instituição devolve uma cópia do formulário assim completado à instituição que recebeu o pedido.
4 -Após a receção da cópia do formulário de ligação, a instituição que recebeu o pedido, depois de determinar o direito às prestações, recorrendo, se necessário, à totalização de períodos de seguro prevista no artigo 11.º da Convenção, comunica a sua decisão à instituição competente da outra Parte.

Artigo 10.º

Notificação das decisões

A instituição competente de cada uma das Partes notifica o interessado da sua decisão, indicando as vias e prazos de recurso, e transmite uma cópia à instituição competente da outra Parte.

Artigo 11.º

Conversão das moedas

Para efeitos de aplicação do n.º 6 do artigo 12.º da Convenção, a conversão dos montantes de pensão nas moedas nacionais das duas Partes é efetuada ao câmbio oficial válido na data em que a mesma disposição deva ser aplicada.

Título IV - Disposições diversas

Artigo 12.º

Dever de Informação

As instituições competentes de uma Parte informam de imediato as instituições competentes da outra Parte de todos os factos de que tenham conhecimento que sejam relevantes para a aplicação da Convenção e do presente Acordo, nomeadamente dos que interessem à manutenção do direito às prestações.

Artigo 13.º

Determinação do grau e grupo de invalidez

Para determinar o grau e grupo de invalidez, as instituições das duas Partes têm em conta os relatórios médicos, bem como as informações de natureza administrativa, obtidos pela instituição da outra Parte, conservando, no entanto, cada instituição o direito de mandar proceder ao exame do interessado por um médico da sua escolha.

Artigo 14.º

Restabelecimento do pagamento das prestações

Se, após a suspensão de uma prestação concedida nos termos da legislação de uma Parte, o interessado recuperar o direito à mesma, encontrando-se a residir no território da outra Parte, as instituições em causa prestam as informações necessárias com vista ao restabelecimento do pagamento das prestações.

Artigo 15.º

Pagamento das prestações

As prestações pecuniárias devidas pelas instituições competentes das Partes são pagas diretamente aos interessados independentemente da sua residência se situar numa ou noutra Parte, sem dedução ao respetivo montante das despesas postais ou bancárias, que constituem encargo da instituição devedora.

Artigo 16.º

Provas de vida e de estado civil

As instituições competentes das duas Partes podem solicitar ao interessado, diretamente ou através da instituição do lugar de residência, provas de vida e de estado civil bem como outros documentos necessários para a verificação do direito ou manutenção das prestações.

Artigo 17.º

Pedidos, declarações ou recursos apresentados na Parte que não é a competente - Aplicação do artigo 16.º da Convenção

Para efeitos de aplicação do artigo 16.º da Convenção, a autoridade ou a instituição de uma Parte que tenha recebido o pedido, declaração ou recurso transmite-o, sem demora, à autoridade ou instituição correspondente da outra Parte, indicando a data da receção.

Artigo 18.º

Comissão mista

Sem prejuízo do disposto no artigo 21.º da Convenção, as autoridades competentes constituem uma comissão mista de caráter técnico para dar parecer sobre questões administrativas ou de interpretação das disposições do presente Acordo ou da Convenção.

Artigo 19.º

Entrada em vigor

O presente Acordo entra em vigor na data da sua assinatura, produz efeitos desde a data da entrada em vigor da Convenção e tem a mesma duração desta.

Feito em Nova Deli, a 4 de março de 2013, em dois exemplares redigidos na línguas portuguesa, hindi e inglesa, fazendo todos os textos igualmente fé.

Em caso de divergência de interpretação entre as versões portuguesa e hindi, prevalece a versão inglesa.

Pela autoridade competente da República Portuguesa, Paulo Sacadura Cabral Portas, Ministro de Estado e dos Negócios Estrangeiros.

Pela autoridade competente da República da Índia, Vayalar Ravi, Ministro dos Assuntos Ultramarinos Indiano.

(ver documento original)

ADMINISTRATIVE ARRANGEMENT FOR THE IMPLEMENTATION OF THE AGREEMENT ON SOCIAL SECURITY BETWEEN THE PORTUGUESE REPUBLIC AND THE REPUBLIC OF INDIA

For the purpose of implementing the Agreement on Social Security between the Portuguese Republic and the Republic of India, signed in New Delhi on the 4th of March 2013, hereinafter referred to as the «Agreement».

The Portuguese and Indian competent authorities, in accordance with Article 13 (1) (a) of the Agreement, have reached the following Arrangement:

TITLE I

General provisions

Article 1

Definitions

For the purposes of this Administrative Arrangement, hereafter Arrangement, the terms and expressions used in it shall have the meaning assigned to them in Article 1 of Agreement.

Article 2

Liaison agencies

1 -In accordance with Article 13 (1) (d) of the Agreement, the following bodies shall be designated as «liaison bodies»:
1. a)For the Portuguese Republic, the «Direção-Geral da Segurança Social» (General-Directorate for Social Security);
2. b)For the Republic of India, the «Employees' Provident Fund Organisation».
2 -The liaison bodies shall, namely:
1. a)Establish, by mutual agreement, the model forms as well as the procedures necessary for the implementation of the Agreement and of this Arrangement;
2. b)Take measures in order to inform the persons concerned of their rights and of the appropriate procedures for the exercise of those rights;
3. c)Exchange statistics on the number of certificates issued under Article 5 of this Arrangement and on the payments made to beneficiaries under the Agreement. These statistics will be furnished annually electronically. These statistics will include the number of beneficiaries and total amount of the benefits.
  Article 3
  Electronic Exchange of Information
  Notwithstanding Article 2 (2) (a) the competent institutions will agree upon on an electronic exchange of data as soon as possible, in case the necessary legal and technical requirements in both countries are being met.
  Article 4
  Rules on the aggregation of periods of insurance
  For the aggregation of periods of insurance completed under the legislation of both Parties by virtue of the Agreement, the competent institution shall apply the following rules:
4. a)Where a period of insurance completed under a compulsory insurance under the legislation of a Party wholly or partly coincides with a period of insurance completed under a voluntary insurance under the legislation of the other Party, only the period completed under the compulsory insurance shall be taken into account by the competent institution;
5. b)Where a period of insurance, other than an equivalent period, completed under the legislation of a Party coincides with an equivalent period completed under the legislation of the other Party, only the period of insurance in the part where it does not coincide shall be taken into account by the competent institution;
6. c)Any period treated as equivalent simultaneously, wholly or partly, under the legislations of both Parties shall be taken into account only by the institution of the Party below whose legislation the insured person was last compulsorily insured prior to the said period in the part where it does not coincide;
7. d)In the case mentioned in subparagraph c), where the insured person has not been compulsorily insured under the legislation of a Party before the said period, the latter shall be taken into account by the competent institution of the Party under whose legislation the person was compulsorily insured for the first time after the period in question;
8. e)Where it is not possible to determine accurately the period of time in which certain periods of insurance were completed under the legislation of a Party, such periods shall be presumed not to overlap with periods of insurance completed under the legislation of the other Party and shall, where advantageous, be taken into account.
  TITLE II
  Implementation of the provisions of the Agreement concerning the determination of the legislation applicable
  Article 5
  Formalities in cases of posting pursuant to Article 8 (1) to (3) of the Agreement
1 -In the cases covered by Article 8 (1) to (3) of the Agreement, the competent authority or the competent institution where the worker is insured shall send to the employer or to the worker, according to whether he is an employed or self-employed worker, at his request, a certificate stating that he remains subject to the legislation which they administers, indicating the anticipated period of posting.
2 -The certificate referred to in paragraph 1 contains all information regarding the worker and his employer, as well as the duration of the period of posting, the name and address of the undertaking or body where the work shall be performed, the stamp of the competent authority or of the competent institution and the date of issue.
3 -If the worker ceases the posting before the date established for its term, the undertaking which normally employs him shall communicate this new situation to the competent authority or institution of the Party in which the worker is insured, which immediately informs the competent authority or institution of the other Party.
4 -In the case of justified doubt regarding authenticity or correctness of a certificate, the competent institutions of both countries get into direct negotiations to resolve the issue.
TITLE III
Implementation of the provisions of the Agreement concerning invalidity, old age and survivors pensions
Article 6
Submission of claims for benefits - Implementation of Articles 11 and 12 of the Agreement
1 -In order to receive invalidity, old age and survivors pensions under Articles 11 and 12 of the Agreement, a worker or his survivor residing in Portugal or in India, shall submit the claim to the competent institution of the Party in whose territory the person concerned resides, in accordance with the procedures provided for by the legislation administered by that institution.
2 -Where a claimant resides in the territory of a third State, he shall submit the claim to the competent institution of the Party to whose legislation the worker was last subject.
3 -If the claim is submitted to an institution other than those referred to in paragraphs 1 and 2 of this Article, this institution shall immediately forward the claim to the institution to which it should have been submitted, indicating the date in which the claim was received.
4 -The date mentioned in paragraph 3 shall be considered as the date on which the claim was submitted to the latter institution.
Article 7
Documents and informations
The submission of claims referred to in Article 6 of the Arrangement shall be subject to the following rules:
1. a)The claim must be accompanied by the required supporting documents and must be made on the form provided for by the legislation:
  1. i)Of the Party in whose territory the claimant resides in the case referred to in paragraph 1 of that Article 6;
  2. ii)Of the Party to which the worker was last subject in the case referred to in paragraph 2 of the same Article 6.
2. b)The accuracy of the information supplied by the claimant must be established by official documents attached to the claim form, or confirmed by the competent bodies of the Party to which the institution that received the claim belongs;
3. c)The claimant shall indicate, as far as possible, the institution or institutions of both Parties with which the worker has been insured, as well as the employer or employers for whom he has worked in those Parties.
  Article 8
  Forms to be used for the investigation of claims
1 -When investigating claims for benefits the institution that receives the claim shall use a liaison form and forward it in duplicate to the competent institution of the other Party.
2 -The transmission of the liaison form shall take the place of the supporting documents as long as the data contained in the form are authenticated by the sending institution which shall certify that the original documents contained in the file match the data given in the form.
Article 9
Procedures to be followed by the competent institutions
1 -The institution that receives the claim shall enter on the form provided for in Article 7 of the Arrangement the date on which the claim was submitted, the periods of insurance completed by the worker under the legislation which it administers, as well as the possible rights arising from those periods.
2 -When the claim concerns invalidity benefits the institution referred to in paragraph 1 shall enclose to the liaison form the medical reports (certificates) available for the application of its own legislation.
3 -The competent institution of the other Party shall complete the liaison form by indicating the periods of insurance completed under the legislation which it administers and the possible rights acquired by the claimant, if necessary, resorting to the aggregation of periods of insurance provided for in Article 11 of the Agreement. This institution shall, without delay, return a copy of the form thus completed to the institution that received the claim.
4 -On receipt of the copy of the liaison form, the institution that received the claim, after having determined the entitlement to benefits, if necessary, resorting to the aggregation of periods of insurance provided for in Article 11 of the Agreement, shall notify its decision to the competent institution of the other Party.
Article 10
Notification of decisions
The competent institution of either Parties shall notify the claimant of its decision, specifying the grounds and the time limits for appeal and send a copy to the competent institution of the other Party.
Article 11
Currency conversion
For the purposes of Article 12 (6) of the Agreement, the conversion of the pension amounts in the currencies with legal course of both Parties shall be made at the official rate of exchange of the day in which that provision shall apply.
TITLE IV
Miscellaneous provisions
Article 12
Duty of information
The competent institutions of either Party shall immediately inform the competent institutions of the other Party of all facts that they take notice, which are relevant for the application of the Agreement and of the present Arrangement, namely those related to the maintenance of the right to the benefits.
Article 13
Determination of the degree and group of invalidity
In order to determine the degree and group of invalidity, the institutions of both Parties shall take into account the medical reports and the information of an administrative nature obtained by the institution of the other Party, reserving, however, the right to have the claimant examined by a doctor of its own choice.
Article 14
Reinstatement of the payment of benefits
When, after the suspension of a benefit granted under the legislation of a Party, the person concerned recovers his right to the same benefit whilst residing in the territory of the other Party, the institutions concerned shall exchange all relevant information with a view to the resumption of the payment of the said benefit.
Article 15
Payment of benefits
The cash benefits due by the competent institutions of the Parties shall be paid directly to the person concerned, regardless of his residence being in one or the other Party, without the deduction to that amount of postal and bank fees which shall be borne by the institution responsible for payment.
Article 16
Life and civil status certification
The competent institutions of both Parties may ask the person concerned, directly or through the institution of the place of residence, for a life and civil status certificate, as well as other documents necessary to verify the right to or the maintenance of the benefits.
Article 17
Claims, declarations or appeals submitted in the Party other than the competent one - Implementation of Article 16 of the Agreement
For the purposes of Article 16 of the Agreement, the authority or institution of the Party which has received the claim, declaration or appeal, shall forward it without delay to a corresponding authority or institution of the other Party, indicating the date of receipt.
Article 18
Joint committee
Without prejudice to Article 21 of the Agreement, the competent authorities may establish a technical joint committee in order to deal with any administrative questions or questions of interpretation arising from the provisions of this Arrangement or those of the Agreement.
Article 19
Entry into force
This Arrangement shall enter into force on the day of its signature and will take effect on the date of entry into force of the Agreement and shall have the same duration that of the latter.
Done in New Delhi on the 4th of March 2013, in two originals each in the Portuguese, Hindi, and English languages, all texts being equally authentic.
In case of any divergence of interpretation of the Portuguese and the Hindi texts, the English text shall prevail.
For the Competent Authority of the Portuguese Republic, Paulo Sacadura Cabral Portas, Minister of State and of the Foreign Affairs.
For the Competent Authority, of the Republic of India, Vayalar Ravi, Minister of Overseas Indian Affairs.
112097053

Artigo 19.º

Entrada em vigor

O presente Acordo entra em vigor na data da sua assinatura, produz efeitos desde a data da entrada em vigor da Convenção e tem a mesma duração desta.

Feito em Nova Deli, a 4 de março de 2013, em dois exemplares redigidos na línguas portuguesa, hindi e inglesa, fazendo todos os textos igualmente fé.

Em caso de divergência de interpretação entre as versões portuguesa e hindi, prevalece a versão inglesa.

Pela autoridade competente da República Portuguesa, Paulo Sacadura Cabral Portas, Ministro de Estado e dos Negócios Estrangeiros.

Pela autoridade competente da República da Índia, Vayalar Ravi, Ministro dos Assuntos Ultramarinos Indiano.

(ver documento original)

ADMINISTRATIVE ARRANGEMENT FOR THE IMPLEMENTATION OF THE AGREEMENT ON SOCIAL SECURITY BETWEEN THE PORTUGUESE REPUBLIC AND THE REPUBLIC OF INDIA

The Portuguese and Indian competent authorities, in accordance with Article 13 (1) (a) of the Agreement, have reached the following Arrangement:

TITLE I

General provisions

Article 1

Definitions

For the purposes of this Administrative Arrangement, hereafter Arrangement, the terms and expressions used in it shall have the meaning assigned to them in Article 1 of Agreement.

Article 2

Liaison agencies

1 -In accordance with Article 13 (1) (d) of the Agreement, the following bodies shall be designated as «liaison bodies»:
1. a)For the Portuguese Republic, the «Direção-Geral da Segurança Social» (General-Directorate for Social Security);
2. b)For the Republic of India, the «Employees' Provident Fund Organisation».
2 -The liaison bodies shall, namely:
1. a)Establish, by mutual agreement, the model forms as well as the procedures necessary for the implementation of the Agreement and of this Arrangement;
2. b)Take measures in order to inform the persons concerned of their rights and of the appropriate procedures for the exercise of those rights;
3. c)Exchange statistics on the number of certificates issued under Article 5 of this Arrangement and on the payments made to beneficiaries under the Agreement. These statistics will be furnished annually electronically. These statistics will include the number of beneficiaries and total amount of the benefits.
  Article 3
  Electronic Exchange of Information
  Notwithstanding Article 2 (2) (a) the competent institutions will agree upon on an electronic exchange of data as soon as possible, in case the necessary legal and technical requirements in both countries are being met.
  Article 4
  Rules on the aggregation of periods of insurance
  For the aggregation of periods of insurance completed under the legislation of both Parties by virtue of the Agreement, the competent institution shall apply the following rules:
4. a)Where a period of insurance completed under a compulsory insurance under the legislation of a Party wholly or partly coincides with a period of insurance completed under a voluntary insurance under the legislation of the other Party, only the period completed under the compulsory insurance shall be taken into account by the competent institution;
5. b)Where a period of insurance, other than an equivalent period, completed under the legislation of a Party coincides with an equivalent period completed under the legislation of the other Party, only the period of insurance in the part where it does not coincide shall be taken into account by the competent institution;
6. c)Any period treated as equivalent simultaneously, wholly or partly, under the legislations of both Parties shall be taken into account only by the institution of the Party below whose legislation the insured person was last compulsorily insured prior to the said period in the part where it does not coincide;
7. d)In the case mentioned in subparagraph c), where the insured person has not been compulsorily insured under the legislation of a Party before the said period, the latter shall be taken into account by the competent institution of the Party under whose legislation the person was compulsorily insured for the first time after the period in question;
8. e)Where it is not possible to determine accurately the period of time in which certain periods of insurance were completed under the legislation of a Party, such periods shall be presumed not to overlap with periods of insurance completed under the legislation of the other Party and shall, where advantageous, be taken into account.
  TITLE II
  Implementation of the provisions of the Agreement concerning the determination of the legislation applicable
  Article 5
  Formalities in cases of posting pursuant to Article 8 (1) to (3) of the Agreement
1 -In the cases covered by Article 8 (1) to (3) of the Agreement, the competent authority or the competent institution where the worker is insured shall send to the employer or to the worker, according to whether he is an employed or self-employed worker, at his request, a certificate stating that he remains subject to the legislation which they administers, indicating the anticipated period of posting.
2 -The certificate referred to in paragraph 1 contains all information regarding the worker and his employer, as well as the duration of the period of posting, the name and address of the undertaking or body where the work shall be performed, the stamp of the competent authority or of the competent institution and the date of issue.
3 -If the worker ceases the posting before the date established for its term, the undertaking which normally employs him shall communicate this new situation to the competent authority or institution of the Party in which the worker is insured, which immediately informs the competent authority or institution of the other Party.
4 -In the case of justified doubt regarding authenticity or correctness of a certificate, the competent institutions of both countries get into direct negotiations to resolve the issue.
TITLE III
Implementation of the provisions of the Agreement concerning invalidity, old age and survivors pensions
Article 6
Submission of claims for benefits - Implementation of Articles 11 and 12 of the Agreement
1 -In order to receive invalidity, old age and survivors pensions under Articles 11 and 12 of the Agreement, a worker or his survivor residing in Portugal or in India, shall submit the claim to the competent institution of the Party in whose territory the person concerned resides, in accordance with the procedures provided for by the legislation administered by that institution.
2 -Where a claimant resides in the territory of a third State, he shall submit the claim to the competent institution of the Party to whose legislation the worker was last subject.
3 -If the claim is submitted to an institution other than those referred to in paragraphs 1 and 2 of this Article, this institution shall immediately forward the claim to the institution to which it should have been submitted, indicating the date in which the claim was received.
4 -The date mentioned in paragraph 3 shall be considered as the date on which the claim was submitted to the latter institution.
Article 7
Documents and informations
The submission of claims referred to in Article 6 of the Arrangement shall be subject to the following rules:
1. a)The claim must be accompanied by the required supporting documents and must be made on the form provided for by the legislation:
  1. i)Of the Party in whose territory the claimant resides in the case referred to in paragraph 1 of that Article 6;
  2. ii)Of the Party to which the worker was last subject in the case referred to in paragraph 2 of the same Article 6.
2. b)The accuracy of the information supplied by the claimant must be established by official documents attached to the claim form, or confirmed by the competent bodies of the Party to which the institution that received the claim belongs;
3. c)The claimant shall indicate, as far as possible, the institution or institutions of both Parties with which the worker has been insured, as well as the employer or employers for whom he has worked in those Parties.
  Article 8
  Forms to be used for the investigation of claims
1 -When investigating claims for benefits the institution that receives the claim shall use a liaison form and forward it in duplicate to the competent institution of the other Party.
2 -The transmission of the liaison form shall take the place of the supporting documents as long as the data contained in the form are authenticated by the sending institution which shall certify that the original documents contained in the file match the data given in the form.
Article 9
Procedures to be followed by the competent institutions
1 -The institution that receives the claim shall enter on the form provided for in Article 7 of the Arrangement the date on which the claim was submitted, the periods of insurance completed by the worker under the legislation which it administers, as well as the possible rights arising from those periods.
2 -When the claim concerns invalidity benefits the institution referred to in paragraph 1 shall enclose to the liaison form the medical reports (certificates) available for the application of its own legislation.
3 -The competent institution of the other Party shall complete the liaison form by indicating the periods of insurance completed under the legislation which it administers and the possible rights acquired by the claimant, if necessary, resorting to the aggregation of periods of insurance provided for in Article 11 of the Agreement. This institution shall, without delay, return a copy of the form thus completed to the institution that received the claim.
4 -On receipt of the copy of the liaison form, the institution that received the claim, after having determined the entitlement to benefits, if necessary, resorting to the aggregation of periods of insurance provided for in Article 11 of the Agreement, shall notify its decision to the competent institution of the other Party.
Article 10
Notification of decisions
The competent institution of either Parties shall notify the claimant of its decision, specifying the grounds and the time limits for appeal and send a copy to the competent institution of the other Party.
Article 11
Currency conversion
For the purposes of Article 12 (6) of the Agreement, the conversion of the pension amounts in the currencies with legal course of both Parties shall be made at the official rate of exchange of the day in which that provision shall apply.
TITLE IV
Miscellaneous provisions
Article 12
Duty of information
The competent institutions of either Party shall immediately inform the competent institutions of the other Party of all facts that they take notice, which are relevant for the application of the Agreement and of the present Arrangement, namely those related to the maintenance of the right to the benefits.
Article 13
Determination of the degree and group of invalidity
In order to determine the degree and group of invalidity, the institutions of both Parties shall take into account the medical reports and the information of an administrative nature obtained by the institution of the other Party, reserving, however, the right to have the claimant examined by a doctor of its own choice.
Article 14
Reinstatement of the payment of benefits
When, after the suspension of a benefit granted under the legislation of a Party, the person concerned recovers his right to the same benefit whilst residing in the territory of the other Party, the institutions concerned shall exchange all relevant information with a view to the resumption of the payment of the said benefit.
Article 15
Payment of benefits
The cash benefits due by the competent institutions of the Parties shall be paid directly to the person concerned, regardless of his residence being in one or the other Party, without the deduction to that amount of postal and bank fees which shall be borne by the institution responsible for payment.
Article 16
Life and civil status certification
The competent institutions of both Parties may ask the person concerned, directly or through the institution of the place of residence, for a life and civil status certificate, as well as other documents necessary to verify the right to or the maintenance of the benefits.
Article 17
Claims, declarations or appeals submitted in the Party other than the competent one - Implementation of Article 16 of the Agreement
For the purposes of Article 16 of the Agreement, the authority or institution of the Party which has received the claim, declaration or appeal, shall forward it without delay to a corresponding authority or institution of the other Party, indicating the date of receipt.
Article 18
Joint committee
Without prejudice to Article 21 of the Agreement, the competent authorities may establish a technical joint committee in order to deal with any administrative questions or questions of interpretation arising from the provisions of this Arrangement or those of the Agreement.
Article 19
Entry into force
This Arrangement shall enter into force on the day of its signature and will take effect on the date of entry into force of the Agreement and shall have the same duration that of the latter.
Done in New Delhi on the 4th of March 2013, in two originals each in the Portuguese, Hindi, and English languages, all texts being equally authentic.
In case of any divergence of interpretation of the Portuguese and the Hindi texts, the English text shall prevail.
For the Competent Authority of the Portuguese Republic, Paulo Sacadura Cabral Portas, Minister of State and of the Foreign Affairs.
For the Competent Authority, of the Republic of India, Vayalar Ravi, Minister of Overseas Indian Affairs.
112097053

Aviso n.º 9/2019

Título I - Disposições gerais

Título II - Aplicação das disposições da Convenção relativas à determinação da legislação aplicável

Título III - Aplicação das disposições da Convenção relativas às pensões por invalidez, por velhice e por sobrevivência

Título IV - Disposições diversas

Aviso n.º 9/2019

Título I - Disposições gerais

Título II - Aplicação das disposições da Convenção relativas à determinação da legislação aplicável

Título III - Aplicação das disposições da Convenção relativas às pensões por invalidez, por velhice e por sobrevivência

Título IV - Disposições diversas