IBERO-AMERICAN MULTILATERAL AGREEMENT ON SOCIAL SECURITY

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IBERO-AMERICAN MULTILATERAL IBERO-AMERICAN MULTILATERAL AGREEMENT ON SOCIAL AGREEMENT ON SOCIAL

SECURITYSECURITY

Regional Center for Central America and

the Caribbean

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ApprovalApprovalXVII Ibero-American Summit of Heads of State and GovernmentXVII Ibero-American Summit of Heads of State and Government

Santiago de Chile, November 2007Santiago de Chile, November 2007

Santiago Declaration, Point 8: “.... and in compliance with the agreements of the XV y XVI Ibero-American Summits, today member countries adopt the text of the Multilateral Ibero-American Agreement on Social Security and commit to promote internal procedures for its rapid entry into force. In addition, they agree to instruct their technical representatives to initiate negotiations of the Application Agreement as soon as possible.”. Program of Action, Article 31: “To agree on the implementation of the Ibero-American cooperation initiative “Application and Development of the Ibero-American Agreement on Social Security (IDCISS)”, managed by SEGIB and OISS, to promote the rapid entry into force of this multilateral agreement, and to promote and coordinate negotiation of its Application Agreement”.


ObjectiveObjectiveThe urgent need of a coordination instrument regarding national legislation in matters of pensions to protect the rights of migrant workers and members of their families who are protected under the Social Security schemes of Ibero-American States, with the aim of allowing them to enjoy the benefits generated through their work in the receiving countries.

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Individual: Improves the protection of migrant workers and the members of their families.Collective: Promotes “formalization”, helps avoid “dumping”, strengthens systems.Numerical: Will be the most significant instrument of this type (can be used as a model).Ibero-American Citizenship: Will be the first instrument to recognize rights that can be directly claimed in court.

Importance of the Importance of the AgreementAgreement

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BackgroundBackgroundThe V Ibero-American Conference of Ministers and Senior Social Security Officers, held in Segovia (Spain) in September 2005, entrusted OISS with the development and management of an Ibero-American Multilateral Agreement on Social Security to cover current and future rights of migrant workers and members of their families in the region. The initiative was received and approved at the XV Ibero-American Summit of Heads of State and Government, held in Salamanca in October 2005, and ratified in the “Montevideo Commitment”, signed by Ibero-American Heads of State at the XVI Summit, Uruguay, November 2006.


Equal treatmentPersonal Application Sphere: Legal workers – employees, and independent workersMaterial Application Sphere: Old age, disability, survival, and other financial benefitsApplicable Legislation: “lex loci laboris” (with exceptions)Totalization of periods and “prorrata temporis”To export benefitsAdministrative and technical cooperationTo maintain more favorable provisions from other agreementsThe possibility of expanding to other spheres

PrinciplesPrinciples


Personal Application Personal Application SphereSphere

Individuals subject to the legislation of one or several Member StatesFamily members, beneficiaries, or rights holders

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Material Application Material Application SphereSphere

Disability benefitsEconomic benefits for senior citizensSurvival benefitsEconomic benefits in cases of workplace accidents and diseases

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Regimes under Regimes under ConsiderationConsideration

General and special social security contributive regimesDoes not apply to non-contributive regimes or to social welfare or benefits for victims of wars or their consequences

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Establishing BenefitsEstablishing BenefitsTOTALIZATION OF PERIODSThe relevant institution recognizes the benefits in accordance with legislation.Considers periods of insurance, contribution, or employment in the Member State.

NO TOTALIZATION OF PERIODS

When periods of insurance, contribution or employment have not been completed in a Member State, those periods will be taken into account in other Member States.Theoretical and real benefits.

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Totalization of PeriodsTotalization of PeriodsTHEORETICAL BENEFITS: Determining the amount of benefits based on all insurance, contribution, and employment periods having been completed under their own legislation.REAL BENEFITS: Determining the amount of benefits by applying the existing proportion of the duration of the completed periods of insurance, contribution, and employment before occurrence of the contingency under legislation of the Member State and the totalized periods to the theoretical benefits.

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Benefits in Cases of Workplace Benefits in Cases of Workplace Accidents or Diseases Accidents or Diseases

Established in accordance with the legislation of the Member State where the worker is at the moment when the accident or disease occurs

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Technical Technical Administrative Administrative

CommitteeCommittee• A uniform application of the Agreement• To resolve administrative matters or

matters of interpretation of the Agreement • To promote and develop collaboration

among States in matters of Social Security • To promote new technologies to exchange

information

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Entry into ForceEntry into Force

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1. The Agreement will come into force on the first day of the third month following the date on which the seventh instrument of ratification, acceptance, approval or adherence has been deposited. Nonetheless, the same will produce effects among mentioned States once the Application Agreement has been signed by them.

2. For each State ratifying or adhering to this Agreement after the seventh instrument of ratification, acceptance, approval or adherence has been deposited, the Agreement will come into force on the first day of the third month following the date on which that State has deposited the relevant instrument; nonetheless, the same will produce effects once the Application Agreement has been signed by the State. The Ibero-American General Secretariat will communicate – through OISS – this action to the other Member States.


APPLICATION AGREEMENT OF THE IBERO-AMERICAN

MULTILATERAL AGREEMENT ON SOCIAL SECURITY

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ContentsContentsTITLE I. General Rules and Provisions concerning Applicable Legislation

Chapter 1. General rules Chapter 2. Provisions concerning applicable legislation

TITLE II. Provisions concerning Benefits Chapter 1. Provisions concerning disability, old age, and survival benefits

Chapter 2. Procedure to claim benefits Chapter 3. Provisions concerning benefits in cases of workplace accidents and diseases

TITLE III. Provisions concerning Administrative Cooperation•

TITLE IV. Provisions Concerning the Technical Administrative Committee

TITLE V. Final Provisions• ANNEXES:

Annex 1: Relevant Authorities (Article 2.1) Annex 2: Relevant Institutions of Member States to the Agreement (Article 2.2) Annex 3. Liaison Organizations from each Member State to the Agreement (Article 2.3) Annex 4. Rules to Establish Pensions (Article 13.3) Annex 5. Agreements on Reimbursement of Administrative and Medical Expenses (Article 25.2)

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IBERO-AMERICAN MULTILATERAL AGREEMENT ON SOCIAL SECURITY

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