Social pensions

A social pension is payable to an adult, that is a person who has reached the age of 18 years, who has been recognised as completely incapable of work due to impairment of body functions which occurred:

  • before reaching the age of 18 years, or
  • in the course of education at school or an institution of tertiary education, before reaching the age of 25 years, or
  • in the course of doctoral studies or academic post-graduate studies.

The right to a social pension may be granted on a permanent or temporary basis. If a ZUS doctor or a ZUS medical board state in their medical decision on which the granting of the social pension is based, that complete incapacity for work is permanent – a permanent social pension is awarded to the beneficiary. If it is stated that complete incapacity for work is of a temporary character – a temporary social pension is awarded, payable for a period indicated in the decision issued by the ZUS pension body. Persons interested in an extension of their social pension period, should apply for the establishment of the right to this benefit for a further period.
The social pension is granted in a fixed amount and equals 84% of the amount of the minimum pension that would be granted in respect of a complete incapacity for work.
The entitlement to the social pension is suspended if the entitled person has reached an income exceeding in its total amount 70% of the average monthly salary for a calendar quarter.
Decisions on granting social pensions are issued and benefits are paid by ZUS, but these benefits are financed by the State Budget.
As from 1 March 2015 the social pension equals PLN 739.58.
In the case of an overlapping entitlement to a social pension with an entitlement to a survivor’s pension, the social pension amount is reduced to ensure that the total amount of both benefits does not exceed 200% of the minimum pension for a total incapacity for work, i.e. PLN 1,760.90, with the reservation that the minimum social pension cannot be lower than 10% of the minimum pension for a total incapacity for work, i.e. PLN 88.05. The social pension is not payable if the amount of the survivor’s pension exceeds 200% of the minimum pension in respect of a total incapacity for work.
In 2014, ZUS paid out social pensions to 269 thousand persons to an amount of PLN 2,267.3 million.

 

(Note: 1 EUR = ca 4.32 PLN)