Expat FAQ
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What are the European E-forms for pensions?
E Forms are standardised forms used throughout the European Union, European Economic Area (Iceland, Norway and Liechtenstein) and Switzerland to speed up the process of claiming social security benefits when you go abroad. They do not apply to other European countries. You obtain the forms from the social security institution of the country where you are insured before you travel abroad. If you are an employee, some E Forms must be applied for by your employer.
[27-05-2005]
| E-FORM | Description |
| E201 | Certificate concerning the aggregation of periods of insurance or periods of residence |
| E202 | Investigation of a claim for an old-age pension |
| E202 add pg 1 | Item 12: "Children": Additional Information |
| E202 add pg 2 | Item 10.2: Additional Information for the purposes of the Portuguese institutions |
| E202 add pg 3 | Item 10.2: Additional Information for the purposes of the Norwegian institutions |
| E203 | Investigation of a claim for a survivor's pension |
| E203 add pg 1 | Item 11: "Rightful claimants other than children": Additional information for Italian institutions |
| E203 add pg 2 | Item 15: "Children": Additional information |
| E203 add pg 3 | Item 12 (12.8) : Additional information for the purposes of Portuguese institutions |
| E203 add pg 4 | Item 15: "Children": Additional information for the purposes of Portuguese institutions |
| E203 add pg 5 | Additional information for the purposes of Norwegian institutions |
| E203 add pgs 6 to 8 | Item 11: Additional information for the purposes of Swedish institutions |
| E204 | Investigation of a claim for an invalidity pension |
| E204 add pg 1 | Item 12: "Children": Additional information |
| E204 add pg 2 | Item 9 (9.10): Additional information for the purposes of Portuguese institutions |
| E204 add pg 3 | Additional information for the purposes of Finnish institutions |
| E204 add pg 4 | Additional information for the purposes of Norwegian institutions |
| E205A | Certificate concerning insurance history in Austria |
| E205B | Certificate concerning insurance history in Belgium |
| E205D | Certificate concerning insurance history in Germany |
| E205DK | Certificate concerning periods of insurance and periods of residence in Denmark |
| E205E | Certificate concerning insurance history in Spain |
| E205F | Certificate concerning insurance history in France |
| E205FIN | Certificate concerning insurance history in Finland |
| E205FL | Certificate concerning insurance history in Liechenstein |
| E205GB | Certificate concerning insurance history in the United Kingdom. Necessary when you need to count the number of years you worked for your retirement. |
| E205GR | Certificate concerning insurance history in Greece |
| E205I | Certificate concerning insurance history in Italy |
| E205IRL | Certificate concerning insurance history in Ireland |
| E205IS | Certificate concerning insurance history in Iceland |
| E205L | Certificate concerning insurance history in Luxembourg |
| E205N | Certificate concerning insurance history in Norway |
| E205NL | Certificate concerning insurance history in the Netherlands |
| E205P | Certificate concerning insurance history in Portugal |
| E205S | Certificate concerning insurance history in Sweden |
| E206 | Certificate concerning periods of employment in mines and similar undertakings |
| E207 | Information concerning the insured person's insurance history |
| E207 add pg 1 | Additional information for Swedish institutions |
| E208 | Determination of entitlement to pension |
| E209 | Determination of pension amounts regarding the possible application of article 46 (3) of Regulation |
| E210 | Notification of decision concerning a claim for pension |
| E211 | Summary of decisions |
| E212 | Appeals and periods allowed for appeals |
| E213 | Detailed medical report |
| E213 add pg 1 | Additional information for the purposes of institutions in the Netherlands |
| E213 add pg 2 | Additional information for the purposes of institutions in the United Kingdom |
| E213 add pg 3 | Additional information for the purposes of the Norwegian institutions |
| E214 | Medical report concerning assessment of functional abilities and limitations |
| E215 | Administrative report on the position of a pensioner |
| E215 add pg 1 | Additional information for the purposes of Norwegian institutions |
| E501 | Request for information on insurance history of a worker |
| E502 | Notification of registration |
| E503 | Request for information on insurance history of a worker |
| E504 | Communication of insurance number of worker |
| E505 | Certificate concerning the insurance history of a worker |
| E551 | Notification of amendment |
[27-05-2005]
- How do I apply for a social security number in the USA?
- What should you include in an Expat Contract?
- What are types of Expat Package?
- How do I apply for a National Insurance Number in the UK?
- French Pensions: How does it Work?
- German Pensions: How does it Work?
- UK Pensions: how does it work?
- Retirement in America: how does it work?
- What is a Pension Plan?
- Tax agents of the French state employees abroad
- Taxation of French employees seconded
- International tax treaty and method of taxation of the French expatriate
- Are you a French tax resident under the criteria of the French law?
- I lost my National Insurance Number - UK / London
- Pension calculation when you have contributions in several different European countries
- Claim back tax, Tax return, Tax refund in the UK, P60, P45, P85
- Special tax regime for foreign executives in Belgium
- At you one right to family allowances in Britain?
- How to set up a company in the UK?
- What does the UK tax code mean?
- What is the IR35 UK tax?
- Do you need to set up a company if you are contracting in the UK?
- What is an Umbrella Company?
- Comparison of different levels of taxation in Europe
- Pensions in the European Union
- What are the European E-forms for family benefits?
- What are the European E-forms for unemployment?
- What are the European E-forms for pensions?
- UK: I've Lost My NI Number Card, what do I do?
- What is the minimum wage in the UK?
- How do I convert my 401k plan into an IRA?
- What happens if I keep an IRA in the US while living somewhere else
- US citizens: I've married a UK citizen in UK, how do I fill my US Tax form?
- US citizens: Who must complete a US Tax Return?
- US citizens: Do I still need to fill a tax form if I become a British Citizen?
- Marriage / Divorce - Check your Social Security number (SSN)
- Do we have to pay UK taxes in the USA?
- Unemployment compensation: How to get the E301?
- What are the dole in England after leaving France?
- Domiciled or resident in the UK?
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